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Power and Compound Fab Outlook

5G, IoT, and Automotive Applications are Driving Power and Compound Fab Capacity for the Next 4 Years

The discrete power semiconductor and optoelectronics industry is seeing its strongest growth since 2012, led primarily by automotive, networking, and IoT applications. Power MOSFETs, IGBTs, Rectifiers, Thyristors and optical devices like Lasers and Photonics are driving demand for materials such as III-V, II-VI and SiC. Additionally, as the production of these devices migrates to larger wafer and substrate sizes, new opportunities open for legacy facilities while creating challenges for materials suppliers to meet quality and cost targets of new applications. Furthermore, the tight supply of 6-inch and 8-inch diameter silicon wafers has impacted several fab expansion plans.  Supply chain challenges persist as demand continues to swell with the launch of the fifth-generation (5G) mobile communication infrastructure, but also presents growth opportunities for power semiconductors and compound devices.

SEMI, the global industry association serving the global electronics manufacturing supply chain, recently announced the industry‚Äôs first worldwide fab data for power and compound semiconductors. The new report, Power and Compound Fab Outlook, provides comprehensive front-end semiconductor fab information and a forecast to 2022 for global manufacturing capabilities of power and compound semiconductors.

Power-Related-Wafer-Capacit

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Data You Can Trust

SELECTED KEY POINTS

Power related

  • From 2017 to 2022, capacity for power-related facilities is expected to grow 21%, adding about 1.2 million wafers per month (in 200mm equivalents).
  • The data show an increase of 18 new power-related facilities from 2017 to 2022.

Compound related

  • From 2017 to 2022, capacity for compound-related facilities is expected to grow by 23%, adding over 500,000 wafers per month (in 200mm equivalents).
  • The data show that 16 additional compound-related facilities will be added from 2017 to 2022.

EPI related

  • EPI-related capacity is expected to grow by 50% from 2017 to 2022, from 460,000 wafers per month (in 200mm equivalents) to 700,000 wpm.

LED related

  • LED-related capacity is expected to grow by 28% from 2017 to 2022 from 940,000 wafers per month (in 200mm equivalents) to 1.21 million wpm.
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