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二代半导体材料引领高速通信变革：砷化镓（GaAs）、磷化铟（InP）
材料汇·2025-11-10 15:56

Core Insights - The article emphasizes the growing demand for second-generation semiconductor substrate materials, particularly III-V compound semiconductors like Indium Phosphide (InP) and Gallium Arsenide (GaAs), due to their superior physical properties and applications in high-frequency, high-power, and high-temperature environments [2][19]. Group 1: Indium Phosphide (InP) Substrate Materials - InP substrates are primarily used in optical modules, sensors, and high-end RF devices, with a promising future driven by advancements in AI and next-generation communication technologies [3][4]. - The global InP substrate market is projected to reach $202 million by 2026, with a compound annual growth rate (CAGR) of 12.42% from 2019 to 2026 [4][30]. - The development of InP substrates will focus on three core areas: larger sizes, cost optimization, and heterogeneous integration [5][57]. Group 2: Gallium Arsenide (GaAs) Substrate Materials - GaAs substrates are widely used in LEDs, RF devices, and lasers, with market growth driven by emerging industries such as next-generation displays and the Internet of Things (IoT) [6][62]. - The global GaAs substrate market is expected to grow from approximately $200 million in 2019 to $348 million by 2025, reflecting a CAGR of 9.67% [6][62]. - The GaAs substrate market is characterized by technological upgrades, domestic substitution, and collaborative innovation across the industry [7]. Group 3: Market Dynamics and Trends - The InP substrate market is highly concentrated, with the top three suppliers holding over 90% of the market share, including Sumitomo and Beijing Tongmei [8][30]. - The GaAs substrate market is also dominated by a few key players, with Freiberger, Sumitomo, and Beijing Tongmei being the major manufacturers [8][62]. - The demand for both InP and GaAs substrates is expected to grow significantly due to the increasing requirements for high-performance semiconductor materials in various applications, including 5G, AI, and quantum computing [17][19][53].