Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry

Amid escalating geopolitical risks, ongoing conflicts, and tightening monetary policies in Europe and the U.S., global economic performance is expected to remain flat compared to 2023. However, the semiconductor market is nearing the end of inventory adjustments, with demand in automotive, high-performance computing (HPC), and the Artificial Intelligence of Things (AIoT) sectors poised to support a return to growth, potentially leading to double-digit increases. Additionally, wide-bandgap compound semiconductors, or third-generation materials, are gaining attention for their high voltage resistance, temperature tolerance, and energy efficiency benefits, crucial for achieving net-zero emissions. Companies in Europe, the U.S., and Japan lead this market, with emerging competition from China, South Korea, and Taiwan. This value pack provides an overview of global semiconductor market performance, analyzes the competitive landscape of leading DRAM suppliers—Samsung, SK Hynix, and Micron—and explores future developments in 3D NAND, major wafer foundries, and the third-generation semiconductor industry across key regions.

Companies Mentioned
ABB
AcBel Polytech
Actron Technology
AIDC
Aleo
AMD
Amkor
Ampt
Analog Devices
Ancora Semiconductors
Anjet
Anker
Anokiwave
Apple
AWSC
Billion Electric
BMW
Broadcom
BYD
CEA-Leti
Champion Microelectronic
Chengxin
Chip-GaN Power Semiconductor
Coherent
Delta Electronics
Denso
EPC
EpiGaN
Episil-Precision
Exagan
fastSiC
Foxconn
Foxtron Vehicle Technologies
Gan-Asia Semiconductor
GE
GlobalFoundries
Globitech
GTAT
Halon Microelectronics
Hermes
Hermes Microvision
Hong Young Semiconductor
HY Electronic (Cayman)
Hyundai
Imec
Infineon
Infinity Communication
Intel
IQE
Kenmec
Kioxia
LG
Lite-On
Lithium
Luxgen
Macom
Macronix
Magna
Marvell
Master Transportation
Mazda
MediaTek
Mercedes Benz
Microchip
Micron
Mitsubishi
Mosel Vitelic
MUFG Bank
Nanya Technology
Navitas
NEC
Nexchip Semiconductor
Nexperia
NextDrive
Niko-Sem
NIO
Norstel AB
NTT
NTT-AT
Nvidia
NXP Semiconductors
Ommic
ON Semiconductor
Panjit
Phihong
Phison
Potens Semiconductor
Power Integrations
ProAsia Semiconductor
PSMC
Qorvo
Qualcomm
RAC Electric Vehicles Inc
Rapidus
Rectron
Renesas
Resonac
ROHM
Samsung
Samsung Electronics
Sanan Optoelectronics
SAS
SEDI
Shanghai Huahong Hongli Semiconductor
SiCEV
SiCrytal
Siemens
Silfab Solar
Siltectra
SK Hynix
Skytech
SMIC
SoftBank
Soitec
Sony
SpaceX
STMicroelectronics
Sumitomo Group
Taisic Materials
Taiwan Semiconductor
TankeBlue Semiconductor
TASC
Teco
Tesla
TI
Toshiba
Tower Semiconductor
Toyota
Transcom
Transphorm
Tron Future
TSMC
UMC
UMS
UnitedSiC
UTAC
VDD Tech
VIS
Vitesco
VPEC
VSI
Wavetek
Western Digital
WIN Semiconductors
Winbond Electronics
Wolfspeed
X-FAB
YMTC
Table of Contents
Development and Strategic Position of the Global Semiconductor Industry Chain
1. Global Semiconductor Market Performance
1.1 Global Semiconductor Market Declines in 2023
1.2 Supply Chain Recovery Likely to Drive Double-Digit Growth in the Semiconductor Market in 2024
1.3 ICs Dominating the Global Semiconductor Market with Over 80% Share
1.4 Global End-Product Shipment Growth Driving Pull-in Demand in 2024
2. Capex of Global Semiconductor Companies
2.1 High Concentration of CapEx among Global Semiconductor Firms
2.2 Semiconductor Equipment Takes the Largest Share of CapEx
3. Competitive Landscape of three DRAM suppliers
3.1 Two Korea Suppliers Dominates the DRAM Market with a 72% Share
3.2 Fierce Competition Expected as DRAM Enters the 1γ Process in 2024
3.3 HPC Applications Drive HBM Development
4. 3D NAND Advances into the 200-Layer Era
4.1 Two Korean Companies Lead the NAND Flash Market with a 52% Share
4.2 The Future of 3D NAND Entering the 300-Layer Era
5. Major Wafer Foundries Have Mass-Produced 3nm Process
5.1 2022-2023: Major Foundries Kick off 3nm Process Mass Production
5.2 2024-2025: Major Foundries Compete in the 2nm Era
6. Global Semiconductor Companies’ Revenue Ranking
6.1 TSMC Remains the World’s Largest Semiconductor Company in 2023
6.2 Nvidia Stands Out in 2023 with Revenue Growth of 87%
7. MIC Perspective
Appendix
List of Companies
Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies
1. Development of European and US Third-Gen Semiconductor Industry
1.1 Europe
1.1.1 Focusing on Automotive and Industrial Niches
1.1.2 Abundant Research Resources and Robust Epitaxy and Wafer Foundry Capabilities
1.2 US
1.2.1 Prioritizing Military Applications , Expanding to Civilian Uses
1.2.2 Leading SiC Substrate Market Share with Equal Focus on Communication and Power Devices
2. Product Strategies of Leading Companies in Europe and the US
2.1 STMicroelectronics
2.2 Infineon
2.3 Onsemi
2.4 Wolfspeed
2.5 Navitas
2.6 Qorvo
3. Development of Third-Gen Semiconductor Industry in East Asia
3.1 Japan
3.1.1 Equal Focus on Development of Power and Communication Devices
3.1.2 Leading in Patents, with Strengths in Epitaxy Technology
3.2 Korea
3.2.1 Government-led Development with Focus on Power Applications
3.3 China
3.3.1 Government-led Development with Rapid Expansion
3.3.2 Foreign Companies Partnering with Local Firms due to Large Domestic Market and Policy Support
4. Product Strategies of Leading Companies in East Asia
4.1 ROHM
4.2 Sumitomo Group
4.3 Mitsubishi
4.4 Innoscience
4.5 Sanan Optoelectronics
5. MIC Perspective
Appendix
List of Companies
Development of Taiwans Third-Generation Semiconductor Industry and Key Players
1.Taiwanese Third-Generation Semiconductor Industry Development
1.1 Taiwans Late Entry into Third-Generation Semiconductors Focuses Mainly on Wafer Foundry
1.2 Positive Outlook Drives Capacity Expansion by Quasi-IDMs and Foundries
1.3 Policy Prioritizing Technological and Material Independence, But Further Applications Still Need Improvement
2. Trends and Straties of Major Taiwanese Companies
2.1 SAS
2.2 Foxconn Technology Group
2.3 Panjit
3. MIC Perspective
Appendix
List of Companies

List Of Tables

Development and Strategic Position of the Global Semiconductor Industry Chain 


Table 1. 2023 Global Top 25 Semiconductor Companies Revenue Rankings (Including Wafer Foundries)

 

Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies

 

Table 1: Development Strategies of Leading Third-Gen Semiconductor Companies in Europe and the United States

 

Table 2: Products of Leading Third-Gen Semiconductor Companies in Europe and the United States

 

Table 3: Development Strategies of Leading Third-Gen Semiconductor Companies in East Asia

 

Table 4: Products of Leading Third-Gen Semiconductor Companies in East Asia

 

Development of Taiwans Third-Generation Semiconductor Industry and Key Players

 

Table 1: Capacity Expansion Timeline for Taiwanese Third-Generation Semiconductor Manufacturers

 

Table 2: Key Development Strategies of Taiwanese Third-Generation Semiconductor Companies

 

Table 3: Major Products of Taiwanese Third-Generation Semiconductor Companies

 

List Of Figures

Development and Strategic Position of the Global Semiconductor Industry Chain


Figure 1. Worldwide Semiconductor Market Value, 2011 - 2024

 

Figure 2. End Product Shipment Volume and Growth Rate in 2024

 

Figure 3: Global Leading DRAM Manufacturers Technology Roadmap

 

Figure 4. Global Major NAND Flash Manufacturers Technology Roadmap

 

Figure 5. Global Major Wafer Foundries’ Technology Roadmap

 

Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies




Figure 1: STMicroelectronics Third-Gen Semiconductor Development Strategies

 

Figure 2: Infineons Third-Gen Semiconductor Development Strategies

 

Figure 3: Onsemis Third-Gen Semiconductor Development Strategies

 

Figure 4: Wolfspeeds Third-Gen Semiconductor Development Strategies

 

Figure 5: Navitas Third-Gen Semiconductor Development Strategies

 

Figure 6: Qorvos Third-Gen Semiconductor Development Strategies

 

Figure 7: ROHMs Third-Gen Semiconductor Development Strategies

 

Figure 8: SEDIs Vision for Information Transmission by 2030

 

Figure 9: Mitsubishis Third-Gen Semiconductor Development Strategies

 

Figure 10: Innosciences Third-Gen Semiconductor Development Strategies

 

Figure 11: Sanan Optoelectronics Third-Gen Semiconductor Development Strategies

 

Development of Taiwans Third-Generation Semiconductor Industry and Key Players




Figure 1: Taiwans Third-Generation Semiconductor Industry Chain

 

Figure 2: Business Landscape of SAS Group

 

Figure 3: SAS Groups Third-Generation Semiconductor Development Strategy

 

Figure 4: Foxconn Technology Groups Vision

 

Figure 5: Foxconn Technology Groups Third-Generation Semiconductor Development Strategy

 

Figure 6: Development Timeline for Panjits SiC Products

 

Figure 7: Panjits Third-Generation Semiconductor Development Strategy

 

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