The semiconductor market refers to the industry involved in the design, development, manufacturing, and distribution of semiconductors, which are the building blocks of electronic devices. Semiconductors are materials with electrical conductivity between that of conductors (such as metals) and insulators (such as plastics). They are primarily made of silicon, although other materials like gallium arsenide, germanium, and indium phosphide are also used.
The semiconductor market has experienced significant growth over the years due to the increasing demand for electronic devices and advancements in technology. The market is driven by various factors such as the growing demand of smartphones and mobile devices, the expansion of the automotive industry, the rise of Internet of Things (IoT) devices, and the development of emerging technologies like artificial intelligence (AI), virtual reality (VR), and autonomous vehicles, etc. To sum up, the semiconductor market is a dynamic and rapidly evolving industry that plays a critical role in shaping the modern technological landscape. Its growth is driven by advancements in various sectors, and it continues to be a key enabler of innovation and technological progress.
The range of individual technological elements necessary for the semiconductor industry is extensive, leading to the publication of numerous technical books across various domains. (while it is understandable that advanced technologies specific to each company are not publicly disclosed due to concerns regarding potential leaks) These publications have undeniably played a significant role in aiding professionals and students for establishing a solid foundation of knowledge.
In addition to the importance of individual technologies, it is necessary to examine what final products emerge as these technologies converge. While consumer electronics such as PCs and smartphones vary, there are common aspects among the semiconductor products that constitute them. Should one seek more comprehensive materials, it often entails a costly purchase of white paper.
In this book, we aim to delve into a more in-depth discussion of the semiconductor market, with an emphasis on the product perspective. To accomplish this, we will extensively draw upon various academic and market resources. Additionally, in order to foster a comprehensive understanding of the market, it is necessary to have a certain level of familiarity with technical elements. Therefore, some technical explanations alongside the discussions is provided. In this book, we primary focus on the FAB (Fabrication) domain.
This book is divided into three major parts. Part 1 provides an overview of the semiconductor market, covering the definition, significance, supply chain structure, regional characteristics, challenges, and more within the semiconductor industry. Part 2, the major portion of this book, offers a comprehensive explanation of the most widely used types of semiconductor products. Particularly high market share products, notably Microcomponents, APs, and memory semiconductors, will have separate in-depth descriptions provided in the appendix. Finally, Part 3 will outline the general process by which these products are designed, focusing on a typical perspective, up to the stage just before Foundry.
Preface 7
Part 1: Overview of semiconductor market 9
Brief description on semiconductor 9
Definition of semiconductor industry 9
The significance of semiconductor industry 11
The semiconductor supply chain 24
Several perspectives of semiconductor cycle 35
Regional Characteristics of the Semiconductor Industry 43
United States 43
Europe 46
China 53
Japan 59
Rep. of Korea (South Korea) 64
Taiwan 67
Semiconductor industry¡¯s challenges 71
Part 2: Classification of semiconductors products 76
Classification of semiconductors products based on materials 77
Diode 85
Transistor 95
Optoelectronics product 112
Photo detector 114
Light source combined sensor 131
Light source 135
Sensors 147
Analog circuit 173
Micro component 188
Logic / Other IC semiconductors 206
Memory semiconductor 222
Part 3: Semiconductor market ecosystem and focus on the design of semiconductor product ? EDA, IP, Design house 244
Major sectors of the semiconductor market ecosystem 244
Major players on the design phase of semiconductor product and characteristics 246
EDA 246
IP 275
Design service company (Design house) 306
Appendix A : Major players on the Processor and their analysis ? focusing on Fabless and IDM 323
Overview of Fabless & IDM market 323
CPU 328
GPU 346
DPU 367
AI ASIC 375
FPGA 389
Trends on advancement 417
Appendix B: Major players on the Application Processor (AP) and their analysis 419
Overview of AP 419
Apple 422
Qualcomm 439
Mediatek 457
Samsung 464
Trends on advancement 471
Appendix C: Market share and main-driving tech. list in the domain of Interface IC 475
Appendix D: Overview of major communication IC in terms of market share 481
Overview 481
RF 487
Wi-Fi 494
Bluetooth 501
Brief introduction to other wireless connectivity 507
Wireless modem 514
Ethernet 520
Appendix E: Major share on the major players on the memory market 534
Overview 534
DRAM 537
NAND 550
Appendix F: Major player in the domain of CIS 567
Reference 572