FD-SOI，走向7纳米？

Core Viewpoint - The article discusses the transition of the global semiconductor industry towards low power consumption, high reliability, and strong integration, highlighting the emergence of FD-SOI technology as a key solution for low power challenges in various applications such as edge AI, automotive electronics, and IoT [2][26]. Technology Overview - FD-SOI technology, proposed in 2001, features a unique transistor structure with an ultra-thin buried oxide layer, enabling superior gate control, reduced leakage current, and static power consumption [2][4]. - The technology has evolved from a laboratory concept to a critical component in the semiconductor ecosystem, with significant advancements expected by 2024 [2][26]. Market Growth - The FD-SOI market is projected to grow from $930 million in 2022 to $4.09 billion by 2027, reflecting a compound annual growth rate (CAGR) of 34.5%, driven by demand in IoT, automotive electronics, and edge AI [7][19]. Development Timeline - 2012-2014: STMicroelectronics launched the 28nm FD-SOI platform, marking the commercialization of the technology. Key breakthroughs in material supply and collaborations helped establish an initial ecosystem [8]. - 2015-2018: GlobalFoundries introduced the 22nm FD-SOI platform, expanding the technology's application range and fostering partnerships to accelerate adoption [8]. - 2022-Present: The EU supports the upgrade of the FD-SOI ecosystem, with advancements in 12nm and 18nm technologies, indicating ongoing progress towards more advanced nodes [8][26]. Major Players and Strategies - Samsung: Positions FD-SOI as a strategic differentiator in low-power applications, focusing on IoT and automotive markets while maintaining a dual-track strategy for advanced processes [10][11]. - STMicroelectronics: Utilizes an IDM model to integrate FD-SOI technology into automotive and industrial applications, emphasizing energy efficiency and reliability [12][16]. - GlobalFoundries: Targets edge AI with its 22FDX platform, enhancing connectivity, power efficiency, and integration capabilities [13][14]. Future Outlook - The FD-SOI technology is expected to extend to 10nm and 7nm nodes, enhancing performance and integration while maintaining low power consumption [20][22]. - The technology is seen as a strategic opportunity for the Chinese semiconductor industry, leveraging local production capabilities and market demand to build a complete FD-SOI ecosystem [27][28].