Global POI Substrate Market Strategic Research Report

Scope of the Report

The global POI Substrate market size is predicted to grow from US$ 262 million in 2025 to US$ 2,030 million in 2032; it is expected to grow at a CAGR of 36.2% from 2026 to 2032.

In 2025, global POI Substrate production reached approximately 68,454 Pcs, with an average global market price of around US$3,918 per Pcs. The piezo-on-insulator (POI) substrate is an emerging piezoelectric single-crystal composite thin film structural material. The POI substrate is made of three layers: a piezoelectric material, a buried oxide and a silicon layer. The buried oxide selects and guides only high velocity waves, allowing to limit the losses and to ensure a very high signal selectivity.

As a key material enabling high-frequency, high-performance filtering in 5G RF front-end modules, POI substrates are seeing their global market take shape at an accelerating pace alongside the deepening commercialization of 5G. Market development trends closely follow the requirements of 5G/6G communications for higher operating frequencies, wider bandwidths, and lower temperature sensitivity in filters, driving POI technology toward the adoption of diverse piezoelectric materials, larger wafer sizes, and higher levels of integration. Growth opportunities are mainly driven by profound changes in smartphone RF front-end architectures, the increasing penetration of integrated components such as antenna multiplexers, and the expansion of emerging applications including high-frequency ultrasonic transducers and self-powered sensors.

Leading companies in this field include France-based Soitec and China-based Jinan Jingzheng Electronics. Centered on its proprietary Smart Cut™ technology, Soitec has long focused on the R&D and manufacturing of optimized engineered substrates. Its traditional strength lies in RF-SOI substrates for RF front-end applications. In response to rising performance requirements for filters driven by 5G, Soitec launched its Piezoelectric-on-Insulator (POI) substrate in 2019, extending its materials platform from SOI into the piezoelectric domain. POI substrates are manufactured at Soitec’s BERNIN 3 facility in France, which is currently in a capacity ramp-up phase with a maximum output of up to 700,000 wafers per year. Jinan Jingzheng Electronics focuses on the R&D and industrialization of nano-thickness electro-optic and piezoelectric single-crystal thin-film materials. After years of technological development, the company became the first in the industry to develop 3-inch nano-thickness lithium niobate thin films in 2014 and achieve volume production. At present, Jinan Jingzheng Electronics is accelerating capacity expansion, with a production line capable of producing 100,000 lithium niobate thin-film wafers per year about to commence operation.

Key Questions Addressed in this Report

What is the 10-year outlook for the global POI Substrate market?

What factors are driving POI Substrate market growth, globally and by region?

Which technologies are poised for the fastest growth by market and region?

How do POI Substrate market opportunities vary by end market size?

How does POI Substrate break out by Type, by Application?

This report presents a comprehensive overview of the global POI Substrate market, covering market size and forecast, segmentation by product type and application, competitive landscape, leading players and regional and country-level outlook.

Segment by Type

• Lithium Niobate on Insulator (LNOI)
• Lithium Tantalate on Insulator (LTOI)

Segment by Size

• 4-inch
• 6-inch
• Others

Segment by Piezo-layer Thickness

• 100nm-900nm
• 1μm~20μm
• Others

Segment by Application

• SAW Filters
• Electro-Optic Modulators
• Others

Who Can Use This Report?

This report is written for decision-makers who need a clear, data-backed view of the global POI Substrate market:

• Manufacturers, suppliers and solution providers benchmarking their position and planning product, capacity and go-to-market strategy
• Distributors, channel partners and end users in SAW Filters, Electro-Optic Modulators, Others evaluating demand and sourcing options
• Investors, financial analysts and consultants assessing growth opportunities, competitive dynamics and M&A potential
• Government agencies, industry associations and research institutions tracking industry developments and policy impact