Research Reports


Semiconductors


[Selected Topics] The Current Status of the Global GaN Industry

2023/04/13

Semiconductors

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GaN, with its superior properties such as high breakdown field strength, high saturation electron drift velocity, strong radiation resistance, and good chemical stability, enables the manufacture of optoelectronics, power semiconductors, and high-frequency microwave RF components. This makes GaN ideal for applications including LEDs, transformers, data centers, 5G communications, and EVs.

Growing GaN crystal largely depends on substrates other than GaN—Si, SiC, and Sapphire. This report provides a detailed breakdown of the GaN industry, with a focus on GaN power components, microwave RF components, and raw materials.

[Selected Topics] A Breakdown of Supply and Demand for Display Driver ICs in 2023

2023/04/10

Semiconductors

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The demand for large-size display driver ICs in 2023 is set to increase seasonally with panel demand. However, due to conservative stockpiling by the supply chain, a potential shortage could surface in the latter half of 2023. The issue of smartphone TDDI (Touch and Display Driver Integration) inventory is predicted to ease in 2023, with production largely shifting to Chinese wafer fabs. Over time, IC manufacturers are expected to expand the application of TDDI into medium-sized panels, such as those for tablets and automotive displays. After a brief supply crunch, AMOLED driver ICs will likely face an excess supply in 2023 due to falling demand and rising supply. A key factor to observe will be whether the upcoming 28nm production capacity can sufficiently meet market demand.

[Selected Topics] An Overview of China’s Semiconductor Industry through the Perspective of Wafer Equipment

2023/04/07

Semiconductors

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Wafer manufacturing involves the use of various semiconductor equipment that can be categorized into more than ten types, such as photolithography machines, etching equipment, and thin-film deposition equipment (PVD/CVD/ALD). These categories can be further divided based on different working principles or processed materials. The production of these machines involves the integration of diverse scientific techniques, including optics, physics, and chemistry, posing high technical barriers and manufacturing difficulties. These machines are also characterized by their significant worth and high investment in research and development.

Chinese companies engaged in the development of wafer manufacturing equipment mainly include NAURA Tech., Advanced Micro, SMEE, Piotech, Hwatsing Tech., etc.

This report primarily discusses the development of China’s semiconductor industry, emphasizing key equipment used in thin-film deposition, etching, and photolithography.

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