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隨著晶圓代工業的火爆，其細分領域——化合物半導體代工——也是水漲船高，相關廠商近期的業績都很亮眼。而且，相對于廣義上的數字和模擬芯片代工廠，化合物半導體晶圓代工廠商的數量較少，這就使它們在代工產能普遍稀缺的當下，價值愈加突出。
近期，化合物半導體代工三強穩懋、宏捷科和GCS（環宇）動作頻頻，特別是在擴充產能方面，都在花大力氣。
今年，穩懋前10個月累計營收同比增長了23.97%，今年5000片新產能擴充已在第3季度完成，單月產能最高可達4.1萬片，主要用于4G和5G PA，以及3D感測VCSEL芯片。為應對市場需求，該公司位于中國臺灣龜山廠區滿載后，將著重在南科高雄園區投資擴產，以滿足未來5-10年的生產規劃。
宏捷科11月營收環比增長5.42%，同比大增30.89%，創近58個月新高，今年前11個月累計營收同比增長64.81%。目前，該公司產能已達每月1.3萬片，主要生產4G PA、WiFi芯片， 5G產品、VCSEL芯片也在開發中。宏捷科二廠計劃持續進行中，年底產能將提升至1.5萬片，如果客戶需求強烈，明年可能再擴充5000片產能。宏捷科第4季度訂單仍然很滿，除了中國大陸手機客戶需求回溫外，美國客戶Skyworks也因既有產能受限而擴大轉單給宏捷科，使其產能利用率達9成。
GCS正在與中國的射頻芯片大廠卓勝微合作建廠，今年5月，卓勝微定增募資30億元，投向研發及生產高端射頻濾波器芯片及模組、5G通信基站射頻器件，與代工廠合作建立生產線，而這家代工廠就是GCS。據悉，這兩家聯合了另外幾家半導體廠商及投資機構，預計總共投資100億元，建設化合物半導體及MEMS生產線，用于高端射頻前端及光電子芯片制造。據悉，該項目正在對晶元光電在常州設立子公司的現有空置廠房進行裝修改造，計劃今年底投產。
CIMR-G5A21P5 VARISPEED 616G5 AC 3PH Input:200-220V 50Hz．200-230V 60Hz Output:0-230V 3kVA 8A 0
30 CIMR-G5A4045 Varispeed 616G5 SPEC:40450C AC 3PH In:380-460V 50/60Hz Out:0-460V 73kVA 96A Mass:44kg 2
31 CIMR-HF5S27P5 Varispeed 646HF5 SPEC:27P5A Input:AC 3PH 200-220V 50Hz．200-230V 60Hz Output:AC 3PH 0-230V 12KVA 36A Mass:21kg 2
32 CIMR-J7AA20P4 VS mini J7 AC 3PH In:200-230V 3.9A Out:0-230V 0-400Hz 3A 1.1kVA Mass:0.8kg 1
33 CIMR-J7AA20P7 VS mini J7 200V 3PH 0.75kW AC 3PH In:200-230V 6.4A Out:0-230V 0-400Hz 5A 1.9kVA Mass:0.9kg 1
34 CIMR-M5A27P5 INVERTER VS-626M5 200V CLASS 3PH 7.5kW In:DC270-325V 9.3kW Out:AC 3PH 0-230V 8.8kVA Mass:5kg SPEC:27P55B 720400 1
35 CIMR-M5N2011 INVERTER VS-626M5 200V CLASS 3PH 11kW In:DC270-325V 13.6kW Out:AC 3PH 0-230V 12.9kVA Mass:12kg 2
36 CIMR-M5N2015 VS-626M5 AC DRIVE 15kW 2
37 CIMR-M5N2018 INVERTER VS-626M5 AC DRIVE 200V CLASS 3PH 18.5kW 4
38 CIMR-M5N2022 INVERTER VS-626M5 AC DRIVE 200V CLASS 3PH 22kW Input:DC 270-325V 27.2kW Output:AC 3PH 0-230V 25.9KVA SPEC:20225E PRG:7077/3342 Mass:12kg 1
39 CIMR-M5N2030 INVERTER VS-626M5 200V CLASS 3PH 30kW In:DC270-325V 37.2kW Out:AC 3PH 0-230V 35.2kVA Mass:16kg SPEC:20305E 720498.G PRG:5119/3342 1
40 CIMR-M5N27P5 VS-626M5 AC DRIVE 7.5kW 2
41 CIMR-MR5N2002 1
42 CIMR-MR5N2011 CONVERTER VS656 MR5 200V CLASS 3PH 11kW Input:AC 3PH 200-220V 50Hz．200-230V 60Hz 19KVA Output:DC 270-325V 13.6kW SPEC:20115E Mass:12kg 4
43 CIMR-MR5N2015 CONVERTER VS-656MR 5 200V CLASS 3PH 15kW In:AC 3PH 200-220VAC/50Hz．200-230VAC/60Hz 24kVA Out:DC 270-325V 18.6kW Mass:12kg 12
44 CIMR-MR5N2022 CONVERTER VS-565 MR5 200V CLASS 3PH 22kW Input:AC 3PH 200-220V 50Hz． 200-230V 60Hz 36KVA Output:DC 270-325V 27.2kW SPEC:20225E Mass:12kg 1
45 CIMR-MR5N20225 1
46 CIMR-MR5N2030 AC Spindle Converter Unit 30.0KW, 230V 9
47 CIMR-MRXN2015 INVERTER VS-626MXN20305 200V 22/33kW 4
48 CIMR-MXN20225 16
49 CIMR-MXN25P5 INVERTER 200V 1
50 CIMR-PCAB1P5 Varispeed 606PC3 200V SINGLE PHASE 1.5kW In:1PH 200-240VAC 12.4A Out:3PH 0-240VAC 2.5kVA 6.5A Mass:3kg 3
51 CIMR-PCAB2P2 Varispeed 606PC3 200V SINGLE PHASE 2.2kW In:1PH 200-240VAC 20.9A Out:3PH 0-240VAC 4.2kVA 11A Mass:4.8kg 1
52 CIMR-SSA2030 Varispeed 686SS5 SPEC:20301A 200V 30kW AC 3PH In:200-220V/50Hz．200-230V/60Hz Out:0-230V 50kVA 130A Mass:67kg 1
53 CIMR-V7AA25P5 VS mini V7 200V 3PH 5.5kW AC 3PH In:200-230V 33A Out:0-230V 0-400Hz 25A 9.5kVA Mass:4.6kg 1
54 CIMR-VMC22P2 Varispeed 626VM3C 200V CLASS INVERTER In:3PH 200-220VAC/50Hz．200-230VAC/60Hz Out:AC 3PH 13A 1
55 CIMR-VMS25P5 Varispeed 626VM3 200V CLASS INVERTER In:3PH 200-220VAC/50Hz．200-230VAC/60Hz Out:AC 3PH 33A 1
56 CIMR-XCAAA0P7 VS mini 100V SINGLE PHASE 0.75kW CA In:1PH 100-115VAC 20A Out:3PH 0-230VAC 1.9kVA 5A Mass:0.7kg 2
57 CIMR-XCBA20P4 VS mini 200V 3PH 0.4kW CB AC 3PH In:200-230V 3.3A Out:0-230V 1.1kVA 3A Mass:0.9kg 2
58 CPCC-PP10C POSITIONPACK-10 0
59 CPCR-01-SW2C 5
60 CPCR-AN372A 2
61 CPCR-FR01BR1S 1
62 CPCR-IN22C SERVOPACK 30
63 CPCR-MN085E 2
64 CPCR-SF02B-Y 1
65 CPCR-SWA6B-Y18 22
66 CPS-10NB DC POWER SUPPLY Input:AC 200/220V 50/60Hz 300VA 1
67 CPS-18FB DC POWER SUPPLY 4
68 DDCP-921310 CP-9200SH/CPU 10
69 DDSCR-120CPU14200 CPU MODULE 5
70 DDSCR-120CPU34100 CPU MODULE 1
71 DDSCR-130CPU54100 CPU MODULE 2
72 DDSCR-484-124 CPU MODULE 1
73 DDSCR-GL20 Memocon-SC CPU 3
74 DDSCR-GL40S1 Memocon-SC CPU 2
75 DDSCR-GL40S3 Memocon-SC CPU 1
76 DDSCR-GL60H Memocon-SC CPU 1
77 DDSCR-GL60S2 Memocon-SC CPU 1
78 DDSCR-R84H-M Memocon-SC U84H CPU MODULE 1
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