åå°äœå ¬è¡šãããæŽå¯
å§é»ã»ã³ãµãŒåžå Žãææå¥ïŒå§é»ã»ã©ããã¯ã¹ãå§é»ããªããŒãå§é»è€åäœãå§é»çµæ¶ïŒãã»ã³ãµãŒã¿ã€ãå¥ïŒå é床ã»ã³ãµãŒãå§åã»ã³ãµãŒãåã»ã³ãµãŒãªã©ïŒããšã³ããŠãŒã¶ãŒå¥ïŒèªåè»ãèªç©ºå®å®ããã³é²è¡ãå·¥æ¥è£œé ããã«ã¹ã±ã¢ãå®¶åºçšé»å補åããšãã«ã®ãŒããã³å ¬çäºæ¥ãç³æ²¹ããã³ã¬ã¹ããã®ä»ïŒãå°çå¥ïŒåç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžéšïŒ æ±ãšã¢ããªã«ïŒ... ãã£ãšèŠã
ã¡ã¢ãª ã€ã³ã¿ãŒãã§ã€ã¹ ãããåžå Žã補åå¥ (ã¡ã¢ãª ãããã¡ ããããã¬ãžã¹ã¿ ã¯ãã㯠ãã©ã€ããããŒã¿ ãããã¡ ããããã¡ã¢ãª ã€ã³ã¿ãŒãã§ã€ã¹ PHYãããã³ã¡ã¢ãª ã³ã³ãããŒã© ããã)ãã¡ã¢ãª ãã¯ãããžå¥ (DDRãLPDDRãGDDRãHBMãããã³ CXL ã¡ã¢ãª ã€ã³ã¿ãŒãã§ã€ã¹)ãã¢ããªã±ãŒã·ã§ã³å¥ (ããŒã¿ ã»ã³ã¿ãŒãå®¶åºçšé»å補åãèªåè»ãç£æ¥çšã黿°éä¿¡ãããã³ã〠ããã©ãŒãã³ã¹ ã³ã³ãã¥ãŒãã£ã³ã°)ãå°çå¥ (åç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ããã³ã¢ããªã«)... ãã£ãšèŠã
ã·ãªã³ãŒã³ã±ãŒãã«åžå Žãã¿ã€ãå¥ïŒãã«ãã³ã¢ã·ãªã³ãŒã³ã±ãŒãã«ãã·ã³ã°ã«ã³ã¢ã·ãªã³ãŒã³ã±ãŒãã«ãã·ãŒã«ãä»ãã·ãªã³ãŒã³ã±ãŒãã«ãã·ãŒã«ããªãã·ãªã³ãŒã³ã±ãŒãã«ïŒãé»å§å¥ïŒäœãäžãé«ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒç£æ¥æ©åšãèªåè»ãèªç©ºå®å®ãééãå»çæ©åšãåçå¯èœãšãã«ã®ãŒããšã¬ã¯ãããã¯ã¹ãçºé»ïŒãå°åå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã
è¶ é»å°ç·æåžå Žãçš®é¡å¥ïŒäœæž©è¶ é»å°äœãäžæž©è¶ é»å°äœã髿ž©è¶ é»å°äœïŒãææå¥ïŒããªããã¿ã³ãããªãé«ãYBCOãBSCCOãäºããŠåãã°ãã·ãŠã ïŒãçšéå¥ïŒMRIã·ã¹ãã ãé»åã±ãŒãã«ãéæµåšãç£ç³ãæ žèåçãç²åå éåšãéåã³ã³ãã¥ãŒãã£ã³ã°ãç ç©¶æ©åšïŒããšã³ããŠãŒã¶ãŒå¥ïŒãã«ã¹ã±ã¢ããšãã«ã®ãŒãç ç©¶æ©åšïŒ é»åãç ç©¶æ©é¢ãé²è¡ãé茞ãå·¥æ¥è£œé )ãå°çå¥ (åç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
ã¯ã©ã¹DãªãŒãã£ãªã¢ã³ãåžå Žãã¢ã³ãã¿ã€ãå¥ïŒã¢ãã©ã«ãã£ã³ãã«ã2ãã£ã³ãã«ã4ãã£ã³ãã«ã6ãã£ã³ãã«ããã«ããã£ã³ãã«ïŒããšã³ããŠãŒã¶ãŒå¥ïŒå®¶é»ãèªåè»ãç£æ¥çšã忥ãªãŒãã£ãªããã«ã¹ã±ã¢ããã®ä»ïŒãå°åå¥ïŒåç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã
ã¢ã¯ãã£ããã¶ãŒåžå Žãã¿ã€ãå¥ïŒå§é»ã¢ã¯ãã£ããã¶ãŒããã³ç£æ°ã¢ã¯ãã£ããã¶ãŒïŒãå®è£ ã¿ã€ãå¥ïŒè¡šé¢å®è£ ïŒSMDïŒããã³ã¹ã«ãŒããŒã«ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒå®¶é»ãèªåè»ãç£æ¥æ©åšãå»çæ©åšãã»ãã¥ãªãã£ããã³èŠå ±ã·ã¹ãã ã黿°éä¿¡ãå®¶é»ããã®ä»ïŒãå°åå¥ïŒåç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ããã³ã¢ããªã«ïŒ... ãã£ãšèŠã
åžå ŽæŠèгã±ãŒãã«æ°Žè·¯ã¯é»åé ç·ããã³ã±ãŒãã«ãå²ãããã«ç©ºã®ç®¡ã䜿çšããé ç·ã·ã¹ãã ã§ãã ãããã®æ°Žè·¯ã¯ããªå¡©åãããŒã«ãã¢ã«ãããŠã ãéŒéããã³ã¬ã©ã¹ç¹ç¶ã®å©ããšè£œé ãããŸãã ã±ãŒãã«æ°Žè·¯ã¯å°äžããã³é äžåŒã®é ç·ã·ã¹ãã ã«äœ¿çšããããšãã§ããŸãã ã±ãŒãã«ã®æ°Žè·¯ã®äžè¬çãªã¿ã€ãã®ããã€ãã¯å ãéå±ã®æ°Žè·¯ãäžéã®éå±ã®æ°Žè·¯ã黿°éå±ã®æ°Žè·¯ãããªå¡©åãããŒã«ã®æ°Žè·¯ãé©çšç¯å²ãåºãé屿°Žè·¯ããã³é©çšç¯å²ãåºãéé屿°Žè·¯ã§ãã ã±ãŒãã«ã®conduitsã¯å è£ ããã³ãããããšã®ãããªä»ã®é ç·æ¹æ³äžã®åªç§ãªä¿è·ããã³èä¹ æ§ã®å©ç¹ãæäŸããããã«ãã£ãŠãããã®é ç·ã·ã¹ãã ã®ããã®èŠæ±ãçæã«ããŸãã... ãã£ãšèŠã
åžå Žã€ã³ãµã€ã - ã°ããŒãã«LED ãµãŒãã¹åžå Žåžå ŽæŠèгçºå ãã€ãªãŒã(LED)ã¯ã黿µãæµããšçºå ããå ã®åå°äœå æºã§ãã LEDã¯ããæå¹ã§ãããæãããè²»çšå¹æã倧ãããããã³æ £ç¿çãªé»çããæç¶ããŸãã ãããã®å ã¯ãéåžžã«å°ãªããšãã«ã®ãŒæ¶è²»éã§ç §æã®çŽ50,000æéãæäŸããè²»çšå¹æã倧ããã§ãã ãããã®å©ç¹ã®çµæãšããŠãLEDã¯ããŸããŸãªäœå® ãããžãã¹ãã³ããŒã·ã£ã«ãç£æ¥ããã³å ¬å ±ã®èšå®ã§æ¡çšãããŸãã çºå±éäžåœã ãã§ãªããæ°èåœã¯ã LEDç §æ ãšãã«ã®ãŒã ãã§ãªãã³ã¹ããç¯çŽã§ããååã LEDã©ã€ã ãµãŒãã¹åžå Žã¯ãåçšé»æ°/ç §æè«è² æ¥è /çµ±åãœãªã¥ãŒã·ã§ã³ãããã€... ãã£ãšèŠã
ãªãããšã¬ã¯ãããã¯ã¹åžå Žã補åã¿ã€ãå¥ïŒLEDãã¬ãŒã¶ãŒãã€ãªãŒããã€ã¡ãŒãžã»ã³ãµãŒãå æ€åºåšãªã©ïŒãææã¿ã€ãå¥ïŒã·ãªã³ã³ãçªåã¬ãªãŠã ïŒGaNïŒããªã³åã€ã³ãžãŠã ïŒInPïŒãçåã±ã€çŽ ïŒSiCïŒãªã©ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒå®¶é»ãèªåè»ãéä¿¡ãç£æ¥ãªãŒãã¡ãŒã·ã§ã³ããã«ã¹ã±ã¢ãèªç©ºå®å®ããã³é²è¡ããšãã«ã®ãŒããã³é»åãããŒã¿ã»ã³ã¿ãŒïŒãå°çå¥ïŒåéšïŒ ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
ç£åèšã»ã³ãµãŒåžå Žã補åã¿ã€ãå¥ (1 軞ã2 軞ãããã³ 3 軞)ãæž¬å®ã¿ã€ãå¥ (ã¹ã«ã©ãŒç£åèšããã³ãã¯ãã«ç£åèš)ãæè¡ã¿ã€ãå¥ (MEMS ç£åèšããã©ãã¯ã¹ã²ãŒãç£åèšãããŒã«å¹æç£åèšãå ãã³ãã³ã°ç£åèšãç£åèšç£åèšãããã³ SQUID ç£åèš)ãã¢ããªã±ãŒã·ã§ã³å¥ (ããã²ãŒã·ã§ã³ããã³æž¬äœãé»åã³ã³ãã¹ãå®¶åºçšé»å補åãç£æ¥ãªãŒãã¡ãŒã·ã§ã³ã èªåè»9ãèªç©ºå®å®ãšé²è¡ãå°çç©çåŠç枬éããã«ã¹ã±ã¢ãšçç©å»åŠãããããå·¥åŠãšãããŒã³ïŒããšã³ããŠãŒã¶ãŒå¥ïŒèªåè»ãå®¶åºçšé»å補åãèªç©ºå®å®ãšé²è¡ãå·¥æ¥è£œé ããã«ã¹ã±ã¢ããšãã«ã®ãŒãšå ¬çäºæ¥ãç ç©¶ãšç§åŠæ©é¢ïŒãå°çå¥ïŒåç±³ããšãŒãã... ãã£ãšèŠã
InGaAsã¯Indium Galliumã®arsenideã®ç«å Žã§ãInAsããã³GaAsã®ãããéã®ç¹æ§ã®äžéç©ãå«ãã§ããŸãã InGaAsãã©ããã€ãªãŒãã¯ãéåžžãæž¬å®ãåæãå éä¿¡ãªã©ã®ããŸããŸãªã¢ããªã±ãŒã·ã§ã³ã«é©ããè¿èµ€å€ç·å ãæ€åºããããã«äœ¿çšãããŠããŸãã ã»ã³ãµãŒã¯0.5ÎŒmãã2.6ÎŒmãŸã§ã®äœéé³ãé«ãæåæ§ãé«éããã³ã¹ãã¯ãã«å¿çãæäŸããŸãã Coherent Market Insightsã®åæã«ãããšãã°ããŒãã«InGaAsãã©ããã€ãªãŒãã»ã³ãµãŒåžå Žã¯ã2019幎ã®US $ 184.0çŸäžãã2027çŸäžUS $ 311.0ã«éãããšäºæ³ãããŸããInGaA... ãã£ãšèŠã
é«åž¯åå¹ ã¡ã¢ãªåžå Žãã¡ã¢ãªã¿ã€ãå¥ïŒHBM1ãHBM2ãHBM2Eãããã³HBM3ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒäººå·¥ç¥èœãã°ã©ãã£ãã¯ã¹ããã»ãã·ã³ã°ãŠãããããã€ããã©ãŒãã³ã¹ã³ã³ãã¥ãŒãã£ã³ã°ããããã¯ãŒãã³ã°ããã³ããŒã¿ã»ã³ã¿ãŒãå®¶åºçšé»å補åãããã³èªåè»ãšã¬ã¯ãããã¯ã¹ïŒãå°åå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãããã³ã¢ããªã«ïŒ... ãã£ãšèŠã
Diameter ã·ã°ããªã³ã°åžå Žã補åã¿ã€ãå¥ (Diameter ã«ãŒãã£ã³ã° ãšãŒãžã§ã³ããDiameter ãšããž ãšãŒãžã§ã³ããDiameter ã€ã³ã¿ãŒã¯ãŒãã³ã°æ©èœãã·ã°ããªã³ã° ã³ã³ãããŒã©ãŒãããã³ã·ã°ããªã³ã° ã»ãã¥ãªã㣠ãã©ãããã©ãŒã )ããããã¯ãŒã¯ ã¿ã€ãå¥ (LTE ãããã¯ãŒã¯ãVoLTE ãããã¯ãŒã¯ãIMS ãããã¯ãŒã¯ãããã³ 5G ã³ã¢ ãããã¯ãŒã¯)ãã¢ããªã±ãŒã·ã§ã³å¥ (ããªã·ãŒç®¡çã課éã·ã¹ãã ãå å ¥è ããŒã¿ç®¡çãã¢ããªãã£ç®¡çãããŒãã³ã° ãµãŒãã¹ãèªå¯ããã³ã¢ã«ãŠã³ãã£ã³ã°)ããšã³ã ãŠãŒã¶ãŒå¥ (ã¢ãã€ã« ãããã¯ãŒã¯) éä¿¡äºæ¥è ãéä¿¡ãµãŒ... ãã£ãšèŠã
ãã€ã¯ãããªã³ãã£ã³ã°åžå Žãã¿ã€ãå¥ïŒã¢ãã¯ããã€ã¯ãããªã³ãã£ã³ã°ããã³ã«ã©ãŒãã€ã¯ãããªã³ãã£ã³ã°ïŒãå°å·ã¿ã€ãå¥ïŒçé¢å°å·ããã³äž¡é¢å°å·ïŒãã€ã³ã¯ã¿ã€ãå¥ïŒãã€ã¯ããšã³ãã¹ã€ã³ã¯ãç£æ°ã€ã³ã¯ãUVäžå¯èŠã€ã³ã¯ãèµ€å€ç·ã€ã³ã¯ããŒãã³ã°ããã³ç¹æ®ã»ãã¥ãªãã£ã€ã³ã¯ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒé貚å°å·ãéè¡å°åæãæ¿åºææžãIDã«ãŒããããã±ãŒãžã³ã°èªèšŒãããã³ãã©ã³ãä¿è·ãšè£œåïŒ ã©ãã«)ãå°çå¥ (åç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
å ãã¡ã€ããŒæ¥ç¶åžå Žãã³ã³ããŒãã³ãå¥ (ããŒããŠã§ã¢ããœãããŠã§ã¢ããµãŒãã¹)ããã¡ã€ããŒã¿ã€ãå¥ (ã·ã³ã°ã«ã¢ãŒããã¡ã€ããŒããã«ãã¢ãŒããã¡ã€ããŒãããã³ãã©ã¹ããã¯å ãã¡ã€ããŒ)ãæ¥ç¶ã¿ã€ãå¥ (å ãã¡ã€ããŒã±ãŒãã«ãã³ãã¯ã¿ãŒããã©ã³ã·ãŒããŒããããããã«ãããã³å ã¹ããªãã¿ãŒ)ãã¢ããªã±ãŒã·ã§ã³å¥ (黿°éä¿¡ãããŒã¿ã»ã³ã¿ãŒããšã³ã¿ãŒãã©ã€ãºãããã¯ãŒã¯ãç£æ¥ãããã¯ãŒã¯ãå ¬å ±äºæ¥ããã³ã¹ããŒãã°ãªãããªã©)ãå°çå¥ (åç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽã ã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
2021幎ã®USD 23,858çŸäžã§ãäžçèŠæš¡ã®ãã€ã¯ãé»äœæ©æ¢°ã·ã¹ãã (MEMS)åžå ŽèŠæš¡ãè©äŸ¡ããã2022幎ãã2030幎ãŸã§ã®8.23%ã®ååç©ã®å¹Žéæé·ç(CAGR)ãç®æããããšãæåŸ ããŠããŸãã ç©äºã®ã€ã³ã¿ãŒãããã®æé·åŸåã¯ãåžå Žãé転ããŠããŸãã Microelectromechanical ã·ã¹ãã æè¡ã¯ãã¬ã³ãã¥ãã±ãŒã·ã§ã³ã衚瀺å¶åŸ¡ãéè¡ããã³åãå¶åŸ¡ãå«ããããããªã»ã¯ã¿ãŒã§ã䜿çšãããŸãã ãŸãããŠã§ã¢ã©ãã«æè¡ã®éèŠãé«ãŸã£ãŠããŸãã ãŸããã¢ãã®ã€ã³ã¿ãŒããã(IoT)ã®äžæã¯ãMEMSããã€ã¹ã®éèŠãé«ããããšãæåŸ ãããŸããã°ããŒãã«ãã€ã¯ãèšç®æ©ã·ã¹ã... ãã£ãšèŠã
黿°ã³ã³ãã³ãµåžå Žãã³ã³ãã³ãµã®çš®é¡å¥ïŒã»ã©ããã¯ã³ã³ãã³ãµãã¢ã«ãé»è§£ã³ã³ãã³ãµãã¿ã³ã¿ã«ã³ã³ãã³ãµããã£ã«ã ã³ã³ãã³ãµããã®ä»ïŒã忥µå¥ïŒææ¥µã³ã³ãã³ãµãç¡æ¥µæ§ã³ã³ãã³ãµïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒå®¶é»ãèªåè»ããã³é»æ°èªåè»ãç£æ¥çšæ©åšãéä¿¡ããšãã«ã®ãŒããã³é»åäŒç€Ÿãèªç©ºå®å®ããã³é²è¡ïŒã宿 Œé»å§å¥ïŒäœïŒ é»å§ã³ã³ãã³ãµãäžé»å§ã³ã³ãã³ãµãé«é»å§ã³ã³ãã³ãµïŒãèªé»äœææå¥ïŒã»ã©ããã¯ãé žåã¢ã«ãããŠã ããã©ã¹ããã¯ãã£ã«ã ãçŽãé žåå±€ïŒãå°çå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã
MOSFETããã³IGBTã®ã²ãŒãã®é転è ã®åžå ŽèŠæš¡ããã³äºæž¬â 2026 - 2033幎äžçã®MOSFETããã³IGBTã®ã²ãŒãã®é転è ã®åžå ŽèŠæš¡ã¯æšå®ãããŸã 2026幎ã®USD 1.95ã§è©äŸ¡ãããUSD 3.77ã«éãããšäºæ³ããã 2033幎(æå20幎)ã9.6%ã®ååç©å¹Žéæé·ç(CAGR)ãå±ç€º 2026幎ïœ2033幎ãããã£ãŒã«MOSFETããã³IGBTã®ã²ãŒãã®é転è ã®åžå Žã¯æ¥éãªã«ãã£ãŠé転ãããŸã èªåè»ãç£æ¥ãªãŒãã¡ãŒã·ã§ã³ã®æšªæé»åé»åã®æ¡å€§ã åçå¯èœãšãã«ã®ãŒãããã³æ¶è²»è ãšã¬ã¯ãããã¯ã¹åéã æé·ã®æ¡çš 黿°èªåè»(EV)ãšãã€ããªãã黿°èªåè»ãææ å¹ç... ãã£ãšèŠã