Top Trends, Growth Strategies, and Strategic Analysis of the Current 5G Semiconductor Ecosystem
This research service focuses on key semiconductor types enabling 5G connectivity in devices and network infrastructure. The key components included are Modem ICs/SoC, RFICs, power amplifiers (PA), filters, low noise amplifiers (LNAs), beamformer ICs, switches, and envelope trackers, among others. End-user applications include smartphones, network infrastructure (including small cells), fixed wireless access/customer premise equipment (FWA/CPE), and other emerging 5G areas in automotive, industrial, laptops, tablets, mining, medical, and AR/VR.
With various new and emerging 5G use cases, the study highlights the changing customer landscape. Top drivers include the rapid increase in the adoption of compound semiconductors, accelerating 5G deployments, growing demand for 5G capable devices, and development in advanced chip fabrication and packaging technologies. The study also highlights key restraints, such as the ongoing geopolitical tensions, supply-chain disruptions, the venturing of end-user industries into chip design and manufacturing, and the need to strike a balance between price, technology, and capacity.
Research Highlights
- Market drivers and restraints
- The current global state of 5G
- Global semiconductor initiatives and implications on the 5G semiconductor landscape.
- The importance of RF chips in enabling 5G and discussion on the manufacturing and process technology for the same
- Analysis of the 5G semiconductor packaging technology
- The growth of compound semiconductor technology for 5G applications
- Comparative analysis of various semiconductor materials for 5G, such as GaN, InP, Si, and GaAs
- Analysis of key industry trends for 5G semiconductors, such as an antenna in the package, active antenna technology, thermal management solutions, SiGe BiCMOS, 3D GaN, and Silicon-as-a-service business model
- Competitive analysis of key vendors offering Modem ICs and RFICs
- Vendor segregation based on end-user applications served and components offered
- Top growth opportunities for market stakeholders
