Markets News 6 Mini-LEDs to challenge OLEDs in high-end display market • GaN device market grows at 12.13% CAGR to $7bn in 2022 Microelectronics News 8 CML buys Microwave Technology • Micross buys KCB Solutions • NEC achieves record output power in 150GHz band using mass- producible GaAs technology Wide-bandgap electronics News 11 Wolfspeed to supply SiC devices for梅赛德斯 - 奔驰EV•CEA和雷诺开发基于WBG的双向板载充电器•Infineon符合与Resonac的SIC材料材料多年供应与合作协议•Finwave加入了美国半导体创新联盟•Navitas•Navitas在塞里卡尼(IC JV)的材料和加工设备中剩余的股份•Meterogation 28 k-Space启动•X. XR XR X.XRFFIR•xrfffir• Epi appoints Neil Gerrard as director of epitaxy LED News 34 Nichia and Infineon launch first fully integrated micro-LED light engine for HD adaptive driving beams • MICLEDI demos red AlInGaP micro-LEDs at CES Optoelectronics News 48 NIST and AIM Photonics collaborating to boost photonic chip designs to 110GHz •Ganvix and BluGlass to co-develop green GaN VCSELS•荷兰联盟投资350万欧元的Lionix•OpenLight任命CEO Optical Communications News 48生产诗人的光学发动机,以100G,200G和400G PHOTOVOLTAICS NEWS 52 FRAUNHOFER ISE ISE ISE ADVANCE ADVANCTION PEROVSKITE PEROVSKITE -SILICON TANDEM Cell and Module to Industrial Maturility Maturility Maturility
1。ST Microelectronics completes acquisition of Norstel AB, a SiC wafer manufacturer, ST Microelectronics, 2019/12/2: https://www.st.com/content/st_com/ja/about/ media-center/press-item.html/c2930.html 2.ROHM集团Sicrystal和St Microelectronics同意提供碳化硅(SIC)Wafers多年来,ST Microelectronics,2020/1/15:https://newsroom.st.com/ja/ja/ja/media-ia-center/media-center/press-center/press-item/press-item.html/c2936.html,3。3.cree |。ST Microelectronics在意大利建立了新的集成SIC WAFER工厂,ST Microelectronics,2022/10/5:https://newsroom.st.com/ja/ja/media-center/media-center/press-item.htm.html/ c3124.html 5。Stmicro在意大利建立新的SIC WAFER工厂,在欧洲首次,Nikkei Crosstech,2022/10/18:https://xtps://xtech.nikkei.com/atcl/news/news/news/news/news/13938/13938/ 6.Infineon和Cree同意长期供应Sic Wafers,Infineon,2018/3/16:https://www.infineon.com/cmms/cmms/jp/jp/jp/jp/about-infineon/press/press/press/press/press/press/press/press-releases/2018/2018/Wolfspeed builds a new large-scale SiC factory in Germany, production begins in 2017, Nikkei Crosstech, 2023/2/28: https://xtech.nikkei.com/atcl/nxt/news/18/14642/ 8.Infineon收购了硅碳化物专家Siltechtra,Infineon,2018/12/7:https://www.infineon.com/cms/cms/cms/jp/jp/about-infineon/press/press/press/press/press-releases/2018/2018/2018/Infineon通过GT Advanced Technologies,Infineon,2020/11/9:https://wwwww.infineon.com/cms/cms/cms/jp/jp/about-infineon/ press/press/press/press/press/2020/infxx20202011-2011-2011-2011-014.html 10。有关电力半导体的SIC外延晶片:与Infineon Technologies签署的销售和联合开发协议,Showa Denko,2021年5月6日:https://wwwwww.resonac.com/jp/
Markets News 6 5G smartphone market share to rise from 19% to 43% this year Microelectronics News 10 Nexperia agrees to buy Newport Wafer Fab •Qorvo's quarterly revenue grows as infrastructure recovers despite supply constraints • Skyworks reports record fiscal Q3 revenue, up 52% year-on-year Wide-bandgap electronics News 16 ST manufactures its first 200mm SiC wafers • Cree | Wolfspeed和St扩展150毫米SIC晶圆供应协议超过8亿美元•Transphorm的JV Fab从Fujitsu到新的多数合作伙伴JCP•Akhan制造了首个300mm钻石片和加工设备新闻32 RIBER和LAAS-CNRS创建关节实验室Epenter•Veeco的Q2 Expenter•Veeco的Q2 Exenter Y YEAR 48%48%•AUIS AUICT HEAR 48•AN 48•AN 48 AN 48 AN 48 AN AN 48 AN AN 48 AN 48岁•AN 48 AN 48岁•AN•AN 48•AN 48岁• revenue up 21% • AXT's Q2 revenue up 52% • IQE sees strong Wireless growth for 5G handsets & WiFi 6 routers, offsetting drop for 5G infrastructure rollouts LED News 48 Porotech teams with μ LED panel firm Jade Bird Display • UCSB's DenBaars to receive AAFM-Nakamura Award • Osram presents first quantum dot LED in 2835 package Optoelectronics News 56 LiDAR receiver maker Luminar acquiring InGaAs photodetector chip partner OptoGration • BluGlass demos first RPCVD tunnel-junction laser diodes • PhotonicLEAP awarded over €5m in EU funding • SMART Photonics gains €13m loan from Rabobank Optical communications News 62 II-VI's CEO Mattera to replace Kramer as Chair • NeoPhotonics' revenue第二季度增长的回报•EMCORE的季度收入同比增长56%,这是由宽带驱动的,倍增了Photovoltaics News 67 Fraunhofer ISE Reports Reports Reports Record创敬的GAAS薄膜PV细胞在激光下的GAAS薄膜PV效率为68.9%。
图表 9 : SiC 产业链及代表企业 ............................................................................................................................. 6 图表 10 : 导电型碳化硅衬底 ................................................................................................................................. 6 图表 11 : 半绝缘型碳化硅衬底 ............................................................................................................................. 6 图表 12 : WolfSpeed 公司导电碳化硅衬底演进过程 ........................................................................................... 7 图表 13 : SiC 衬底制作工艺流程 ........................................................................................................................... 8 图表 14 : PVT 法生长碳化硅晶体示意图 ............................................................................................................. 8 图表 15 : 用于制备碳化硅的籽晶 ......................................................................................................................... 8 图表 16 : CMP 过程示意图 ................................................................................................................................... 10 图表 17 : CVD 法制备碳化硅外延工艺流程 ........................................................................................................11 图表 18 : SiC 功率器件种类 ............................................................................................................................... 12 图表 19 : SiC-SBD 与 Si-SBD 比较 ..................................................................................................................... 13 图表 20 : SiC-SBD 正向特性 ............................................................................................................................... 13 图表 21 : SiC-SBD 温度及电流依赖性低 ........................................................................................................... 13 图表 22 : SiC-SBD 具有优异的 TRR 特性 ........................................................................................................... 13 图表 23 : SiC MOSFET 与 Si IGBT 开关损耗对比 .............................................................................................. 14 图表 24 : SiC MOSFET 与 Si IGBT 导通损耗对比 .............................................................................................. 14 图表 25 : SiC MOSFET 体二极管动态特性 ......................................................................................................... 14 图表 26 : N 沟道 SiC IGBT 制备技术图 ............................................................................................................. 15 图表 27 : SiC 行业发展阶段曲线 ....................................................................................................................... 16 图表 28 : SiC 市场规模现状及预测 ................................................................................................................... 17 图表 29 : 新能源汽车包含功率器件分布情况 .................................................................................................. 18 图表 30 : 对车载和非车载的器件要求 .............................................................................................................. 18 图表 31 : 车载 OBC 发展趋势 ............................................................................................................................. 19 图表 32 : 硅基材料功率器件的工作极限 ........................................................................................................... 19 图表 33 : 全球新能源汽车碳化硅 IGBT 市场规模 ............................................................................................ 19 图表 34 : 全球新能源汽车市场销量及增长率预测 ............................................................................................ 20 图表 35 : 中国新能源汽车市场销量及增长率预测 ............................................................................................ 20 图表 36 : 2020 年全球新能源乘用车车企销量 TOP10( 辆 ) ................................................................................ 21 图表 37 : 2020 年全球新能源乘用车车型销量 TOP10( 辆 ) ................................................................................ 21 图表 38 : 光伏碳化硅器件优越性 ....................................................................................................................... 22 图表 39 : 全球光伏需求预测 ............................................................................................................................... 22 图表 40 : 全球光伏碳化硅 IGBT 市场规模 ........................................................................................................ 23 图表 41 : 全球光伏 IGBT 市场规模 .................................................................................................................... 23 图表 42 : 2015-2021 年中国累计充电桩数量 ..................................................................................................... 24 图表 43 : 2015-2020 年中国车桩比例 ................................................................................................................. 24 图表 44 : 中国新能源汽车充电桩市场规模及预测 ............................................................................................ 25 图表 45 : 全球充电桩碳化硅器件市场规模 ....................................................................................................... 25 图表 46 : 全球轨道交通碳化硅市场规模及预测 ............................................................................................... 26 图表 47 : 2020 年全球轨道交通运营里程 TOP10 .............................................................................................. 26 图表 48 : 轨道交通碳化硅器件占比预测 ........................................................................................................... 27 图表 49 : 全球轨道交通碳化硅技术采用情况 ................................................................................................... 27 图表 50 : 2015-2025 年中国 UPS 市场规模及预测 ............................................................................................ 28 图表 51 : 2015-2021 年中国 UPS 器件类型情况 ................................................................................................ 28 图表 52 : 2011-2020 年全球 UPS 市场规模及预测 ............................................................................................ 29 图表 53 : 2019-2025 年全球 UPS 碳化硅器件市场规模 .................................................................................... 29 图表 54 : 国外碳化硅衬底技术进展 ................................................................................................................... 30 图表 55 : 碳化硅衬底尺寸市场占比演变 ........................................................................................................... 30