Power & compound semiconductors to exceed 10 million wafers per month by 2023
🟩 Power & compound semiconductor manufacturing capacity grows
According to SEMI, the production capacity of power & compound semiconductors will rise to 10.6 million sheets per month in 2023. It is the first time that the monthly production exceeds 10 million sheets/month.
🟩 Power & compound semiconductors are important for carbon neutrality
Power semiconductors are used to control various electrical devices related to daily life, such as automobiles and industrial equipment, electric power and railways, and home appliances. For a carbon-neutral society, it is very important to save power in devices using power semiconductors. The market scale is expected to expand in the future, including conventional Si (silicon) and compound semiconductors such as SiC (silicon carbide), GaN (gallium nitride), and Ga2O3 (gallium oxide).
🟩 Growing as the semiconductor industry grows
Power & compound semiconductor manufacturing capacity is projected to grow robustly, with 7% in 2021, 6% in 2022 and 5% in 2023. The overall semiconductor market will grow at an annual rate of 5.3% through 2025. This is higher than the 3-4% growth rate of the semiconductor market in the past.
🟩Summary
Power & compound semiconductors are areas that will grow steadily with the growth of the semiconductor market
In power semiconductors, there are influential Japan companies such as [ROHM] [6963], [Mitsubishi Electric] [6503] and [Toshiba] [6502]. I would like them to invest firmly so as not to keep up with the growth of the global market.
