半导体製造研究回顾：2023 年

全球热感界面材料 (TIM) 市场规模预计将从 2023 年的 39 亿美元增至 2028 年的 68 亿美元，预测期内的复合年增长率为 11.5%。

全球 MEMS 市场规模预计将从 2023 年的 285 亿美元成长到 2028 年的 415 亿美元，预测期内的复合年增长率为 7.8%。

预计到 2028 年全球 5G 晶片组市场规模将从 2023 年的 301 亿美元增至 720 亿美元，预测期内的复合年增长率为 19.1%。

半导体产业是现代电子技术的基础，为从基本智慧型手机到先进电动车和全球工业应用等一切产品提供动力。半导体产业的发展与装置小型化、在恶劣高温环境下运作的能力以及5G、AI和物联网等新兴技术的兴起息息相关。此外，随着设备变得越来越复杂和功率密集，对温度控管、MEMS 和氮化镓和碳化硅等先进半导体材料的需求不断增加，这些都推动了市场成长。

电动车和工业自动化的出现推动了对半导体的需求，因为它们需要在高温下可靠运作的半导体装置。由于半导体装置将越来越多地暴露在传统硅基元件无法有效运作的极端温度环境中，因此半导体性能和可靠性将在未来发挥关键作用。

本研究评论包括BCC Research于2023年发布的半导体製造报告的亮点和摘录，包括市场概况、记忆体晶片、电子化学品和材料、5G晶片组、热感界面材料（TIM）、MEMS技术和温度控管技术的市场影响因素和市场机会分析、法律制度、新兴技术和技术发展趋势、市场规模趋势和热预测，以及各细分市场和预测地区的详细分析。

目录

第 1 章 简介

第二章 全球记忆体晶片市场（SMC120B）

• 市场概况
• 宏观经济因素影响分析
• COVID-19 市场影响
• 乌克兰与俄罗斯的战争将如何影响市场
• 中美贸易战将如何影响市场
• 市场动态
• 市场推进因素
• 市场挑战
• 记忆体晶片市场按类型细分
• 挥发性记忆体
• 非挥发性记忆体
• 记忆体晶片市场区域分布
• 美洲
• 亚太地区
• 欧洲、中东和非洲

3. 电子化学品与材料：全球市场（SMC043F）

• 市场概况
• 新冠疫情与俄乌战争对市场的影响：概述
• 全球电子化学品及材料市场对相关产业的影响
• 电子化学品及材料产业监管
• 市场动态
• 市场推进因素
• 市场限制
• 电子化学品和材料市场（按应用）
• 半导体和积体电路 (IC)
• 印刷基板
• 展示
• 其他的
• 电子化学品和材料市场（按区域）
• 美洲
• 亚太地区
• 欧洲、中东和非洲

第四章 全球 5G 晶片组市场（SMC117B）

• 市场概况
• 未来展望
• 5G发展概况
• 市场动态
• 市场推进因素
• 市场限制
• 市场机会
• 5G 晶片组产业的新兴技术/关键趋势
• 5G晶片组市场的新发展
• 5G 晶片组市场（依部署类型）分析
• 网路基础设施
• 智慧小工具
• 智慧型手机
• 路由器/数据机
• 其他设备
• 5G 晶片组市场区域分析
• 北美洲
• 欧洲
• 亚太地区
• 其他地区

第 5 章热感界面材料 (TIM)：技术、应用与全球市场 (SMC071D)

• 市场概况和亮点
• 温度控管：简介
• TIM的定义
• TIM 属性
• TIM的历史
• 市场法规/标准/制度
• COVID-19 对 TIM 市场的影响
• 市场动态
• 市场推进因素
• 市场挑战
• 全球 TIM 市场（按最终用户划分）
• 电脑
• 通讯
• 产业
• 可再生能源
• 医疗设备
• 耐久财
• 车
• 航太和国防
• 全球 TIM 市场区域分布
• 北美洲
• 欧洲
• 亚太地区
• 南美洲
• 其他地区
• TIM 产业的永续性
• ESG 的重要性
• TIM 产业的关键 ESG 议题
• ESG 在全球 TIM 市场的普及程度
• TIM 市场消费者对 ESG 的态度
• TIM 产业的 ESG 实践
• 案例研究分析
• BCC的结语

第六章 MEMS 技术：目前与未来市场（SMC051E）

• 市场概况和亮点
• MEMS 技术市场概览
• MEMS製造技术
• 新兴技术和发展
• MEMS 领域的主要新兴趋势/技术
• MEMS技术的发展
• 市场动态
• 市场推进因素
• 市场挑战
• 市场机会
• 全球 MEMS 市场（按材料）
• 硅
• 聚合物
• 金属
• 全球 MEMS 市场区域分布
• 北美洲
• 欧洲
• 亚太地区
• 其他地区
• 环境、社会与管治(ESG) 发展
• ESG 在 MEMS 市场的表现
• ESG 在 MEMS 市场的现状
• 消费者对 MEMS 市场 ESG 的态度
• 案例研究
• BCC的结语

第七章温度控管技术市场（SMC024N）

• 市场概况
• 温度控管技术概述
• 温度控管技术的类型
• 温度控管技术的重要性
• 温度控管的重要性
• 耗电量
• 环境和监管因素
• 电子系统的有效热设计
• 其他进展
• COVID-19 对温度控管技术市场的影响
• 俄乌战争对温度控管技术市场的影响
• 全球市场动态
• 市场推进因素
• 市场限制
• 市场机会
• 按设备类型分類的市场
• 对流冷却装置
• 传导冷却装置
• 混合冷却装置
• 市场区隔：按地区
• 北美洲
• 欧洲
• 亚太地区
• 其他地区
• 温度控管产业的 ESG 发展
• 关键 ESG 议题
• ESG绩效分析
• 案例研究
• BCC 的看法
• 新兴技术和趋势概述
• 市场上的关键新兴技术

第 8 章 附录

The global market for thermal interface materials (TIMs) was valued at $3.9 billion in 2023, and it is expected to reach $6.8 billion by 2028, at a compound annual growth rate (CAGR) of 11.5% from 2023 through 2028.

The global market for microelectromechanical systems (MEMS) was valued at $28.5 billion in 2023, and it is expected to reach $41.5 billion by 2028, at a CAGR of 7.8% from 2023 through 2028.

The global market for 5G chipsets was valued at $30.1 billion in 2023, and it is expected to reach $72.0 billion by 2028, at a CAGR of 19.1% from 2023 through 2028.

Report Scope

The semiconductor industry is the foundation of modern-day electronics, powering everything from basic smartphones to advanced electric vehicles and industrial applications worldwide. The evolution of the semiconductor industry pertains to device miniaturization, the capability to operate under harsh and high-temperature environments, and rising emerging technologies such as 5G, artificial intelligence (AI), and the Internet of Things (IoT). Further, increasing demand for thermal management, micro-electromechanical systems (MEMS), and advanced semiconductor materials such as gallium nitride and silicon carbide are propelling the market growth as devices become more complicated and power dense.

The demand for semiconductors is accelerating with the advent of electric vehicles and industrial automation applications that require semiconductor devices to work reliably at high temperatures. The performance and reliability of semiconductors will play a critical role in the future, as semiconductor devices will be more exposed to extreme temperature environments where traditional silicon-based devices do not work efficiently.

Research Reviews from BCC Research provide market professionals with concise market coverage within a specific research category. This 2023 Research Review of the Semiconductor Manufacturing provides a sampling of the type of quantitative market information, analysis, and guidance that BCC Research has been developing since its inception in 1971 to help its customers make informed business decisions. This Research Review includes highlights and excerpts from the following reports published by BCC Research in 2023:

• SMC120B Global Memory Chip Market.
• SMC043F Electronic Chemicals and Materials: The Global Market.
• SMC117B Global 5G Chipset Market.
• SMC071D Thermal Interface Materials: Technologies, Applications and Global Markets.
• SMC051E Microelectromechanical Systems (MEMS) Technology: Current and Future Markets.
• SMC024N The Market for Thermal Management Technologies.

After you survey the excerpts in this Research Review, we encourage you to follow up on these topics by checking out the full market research reports associated with each topic. BCC Research looks forward to serving your market intelligence needs in the future.

Analyst Credentials

BCC Research Team possesses expertise and experience in life and physical science domains. They specialize in offering valuable business insights, including industry analysis, competitor intelligence, strategic and financial analysis, and opportunity assessment. The team has in-depth knowledge of various sectors, including healthcare, biotechnology, pharmaceuticals, IT, automation, advanced materials, and energy. They are proficient in qualitative and quantitative market intelligence, providing clients with actionable insights. With a vast understanding of the competitive landscape, the team can support clients in making data-driven decisions to help them achieve a competitive edge in their respective markets.

Table of Contents

Chapter 1 Foreword

• Research Review Scope

Chapter 2 Global Memory Chip Market (SMC120B)

• Study Goals and Objectives
• Reasons for Doing This Study
• Scope of Report
• Summary and Highlights
• Market Overview
• Macroeconomic Factors Impact Analysis
• COVID-19 Impact on the Market
• Ukraine-Russia War Impact on the Market
• The U.S.-China Trade War Impact on the Market
• Market Dynamics
• Market Driver
• Market Challenge
• Memory Chips Market Breakdown by Type
• Volatile Memory
• Nonvolatile Memory
• Memory Chips Market Breakdown by Region
• The Americas
• Asia-Pacific
• EMEA

Chapter 3 Electronic Chemicals and Materials: The Global Market (SMC043F)

• Study Goals and Objectives
• Reasons for Doing This Study
• Scope of Report
• Market Summary
• Market Overview
• Impact of COVID-19 and the Russia-Ukraine War on the Market Overview
• Impact on Associated Industries of Global Electronic Chemicals and Materials Market
• Regulation of the Electronic Chemicals and Materials Industry
• Market Dynamics
• Market Driver
• Market Restraint
• Electronic Chemicals and Materials Market, by Application
• Semiconductors and Integrated Circuits (ICs)
• Printed Circuit Boards
• Displays
• Other Applications
• Electronic Chemicals and Materials Market, by Region
• The Americas
• Asia-Pacific
• Europe, Middle East and Africa (EMEA)

Chapter 4 Global 5G Chipset Market (SMC117B)

• Study Goals and Objectives
• Reasons for Doing the Study
• Scope of Report
• Executive Summary and Highlights
• Market Overview
• Future Expectations
• Overview of 5G Developments
• Market Dynamics
• Market Driver
• Market Restraint
• Market Opportunity
• Emerging Technologies/Key Trends in 5G Chipset Industry
• Emerging Developments in the 5G Chipset Market
• 5G Chipsets Market Analysis, by Deployment Type
• Network Infrastructure
• Smart Gadgets
• Smartphones
• Routers/Modems
• Other Devices
• 5G Chipsets Market Analysis, by Region
• North America
• Europe
• Asia-Pacific
• Rest of the World

Chapter 5 Thermal Interface Materials: Technologies, Applications and Global Markets (SMC071D)

• Study Goals and Objectives
• Reasons for Doing the Study
• Scope of Report
• Market Summary and Highlights
• Introduction to Thermal Management
• Definition of Thermal Interface Materials
• Properties of Thermal Interface Materials
• History of Thermal Interface Material
• Market Regulations/Standards/Schemes
• Impact of COVID-19 on the Market for Thermal Interface Materials
• Market Dynamics
• Market Driver
• Market Challenge
• Global TIMs Market, by End-Use Application
• Computers
• Telecom
• Industrial
• Renewable Energy
• Medical Equipment
• Consumer Durables
• Automotive
• Aerospace and Defense
• Global TIMs Market, by Region
• North America
• Europe
• Asia-Pacific
• South America
• Rest of the World
• Sustainability in the Thermal Interface Materials Industry
• Importance of ESG
• Key ESG Issues in the Thermal Interface Materials Industry Sustainability
• ESG Penetration in the Global TIMs Market
• Consumer Attitudes toward ESG in the Market for Thermal Interface Materials
• ESG Practices in the Thermal Interface Materials Industry
• Case Study Analysis
• Concluding Remarks from BCC

Chapter 6 Microelectromechanical Systems (MEMS) Technology: Current and Future Markets (SMC051E)

• Study Goals and Objectives
• Reasons for Doing the Study
• Scope of Report
• Market Summary and Highlights
• Overview of the MEMS Technology Market
• MEMS Manufacturing Technologies
• Emerging Technologies and Developments
• Key Emerging Trends/Technologies for MEMS
• Development of MEMS Technology
• Market Dynamics
• Market Driver
• Market Challenge
• Market Opportunities
• Global MEMS Market, by Material
• Silicon
• Polymer
• Metals
• Global MEMS Market, by Region
• North American Market Outlook
• European Market Outlook
• Asia-Pacific (APAC) Market Outlook
• Rest of the World Market Outlook
• Environmental, Social and Governance (ESG) Developments
• ESG Performance in MEMS Market
• Current Status of ESG in the MEMS Market
• Consumer Attitudes Towards ESG in MEMS Market
• Case Study
• Concluding Remarks from BCC

Chapter 7 The Market for Thermal Management Technologies (SMC024N)

• Study Goals and Objectives
• Reasons for Doing This Study
• Scope of Report
• Market Outlook
• Market Summary
• Overview of the Thermal Management Technologies
• Thermal Management Technique Types
• Importance of Thermal Management Techniques
• Importance of Thermal Management
• Power Dissipation
• Environmental and Regulatory Factors
• Effective Thermal Design for Electronic Systems
• Other Developments
• Impact of COVID-19 on the Thermal Management Technologies Market
• Impact of Russia-Ukraine War on Thermal Management Technologies Market
• Global Market Dynamics
• Market Driver
• Market Restraint
• Market Opportunity
• Market Breakdown by Device Type
• Convection Cooling Devices
• Conduction Cooling Devices
• Hybrid Cooling Devices
• Market Breakdown by Region
• North America
• Europe
• Asia-Pacific
• Rest of the World
• ESG Developments in the Thermal Management Industry
• Key ESG Issues
• ESG Performance Analysis
• Case Study
• BCC Research Viewpoint
• Overview of Emerging Technologies and Trends
• Key Emerging Technologies in the Market

Chapter 8 Appendix

• Research Methodology
• Analyst's Credentials

List of Tables

• Table 1 : Global Market for Memory Chips, by Application, Through 2027
• Table 2 : Global Market for Memory Chips, by Type, Through 2027
• Table 3 : Global Market for Memory Chips, by Region, Through 2027
• Table 4 : Global Market for Electronic Chemicals and Materials, by Product Type, Through 2027
• Table 5 : Global Market for Electronic Chemicals and Materials, by Application, Through 2027
• Table 6 : Global Market for Electronic Chemicals and Materials, by Region, Through 2027
• Table 7 : Global Market for 5G Chipsets, by End-Use Application, Through 2028
• Table 8 : 5G Rollout and 5G Spectrum, International Markets
• Table 9 : Global Market for 5G Chipsets, by Deployment Type, Through 2028
• Table 10 : Global Market for 5G Chipsets, by Region, Through 2028
• Table 11 : Global Market for Thermal Interface Materials, by Type of Material, Through 2028
• Table 12 : Thermal Interface Materials' Properties
• Table 13 : Market for Thermal Interface Materials: Regulations/Standards/Schemes
• Table 14 : Applications for Thermal Interface Materials
• Table 15 : Global Market for Thermal Interface Materials, by End-Use Application, Through 2028
• Table 16 : Global Market for Thermal Interface Materials, by Region, Through 2028
• Table 17 : Global Market for Thermal Interface Materials, Social ESG Metrics, 2022
• Table 18 : Global Market for Thermal Interface Materials, Social ESG Metrics, 2022
• Table 19 : Global Market for Thermal Interface Materials, Governance ESG Metrics, 2022
• Table 20 : Global Market for MEMS Technology, by Application, Through 2028
• Table 21 : Global Market Shares of MEMS Technology, by Material Type, Through 2028
• Table 22 : Global Market for MEMS Technology, by Region, Through 2028
• Table 23 : Global Market Volumes of MEMS, by Region, Through 2028
• Table 24 : ESG Risk Ratings Metric in MEMS Technology Market, by Company, 2022
• Table 25 : NXP Semiconductor's ESG Goals and Progress, MEMS Technology Market, 2022
• Table 26 : Global Market for Thermal Management Technologies, by Application, Through 2028
• Table 27 : Global Market for Thermal Management Technologies, by Device, Through 2028
• Table 28 : Global Market for Thermal Management Technologies, by Region, Through 2028
• Table 29 : Environmental Metrics for the Thermal Industry
• Table 30 : Social Metrics for the Thermal Industry
• Table 31 : Governance Metrics for Thermal Management Industry

List of Figures

• Figure 1 : Global Market Shares of Memory Chips, by Application, 2021
• Figure 2 : Global Market Shares of Memory Chips, by Type, 2021
• Figure 3 : Global Market Shares of Nonvolatile Memory Chips, by Type, 2021
• Figure 4 : Global Market Shares of Memory Chips, by Region, 2021
• Figure 5 : Global Market Shares of Electronic Chemicals and Materials, by Product Type, 2021
• Figure 6 : Global/Regional Economic Growth Share, 2022 and 2023
• Figure 7 : Global Market Shares of Electronic Chemicals and Materials, by Application, 2021
• Figure 8 : Global Electronics Trade, by Country, 2021
• Figure 9 : Global Market Shares of Electronic Chemicals and Materials, by Region, 2021
• Figure 10 : Global Market Shares of 5G Chipsets, by End-Use Application, 2022
• Figure 11 : Global Market Shares of 5G Chipsets, by Deployment Type, 2022
• Figure 12 : Global Market Shares of 5G Chipsets, by Region, 2022
• Figure 13 : Global Market Shares of Thermal Interface Materials, by Type of Material, 2022
• Figure 14 : Breakdown of Causes of Electronic Systems Failure
• Figure 15 : Global Market Shares of Thermal Interface Materials, by End-Use Application, 2022
• Figure 16 : Global Market Shares of Thermal Interface Materials, by Region, 2022
• Figure 17 : Share of Companies with ESG Compliance in the Global Market for Thermal Interface Materials, 2022
• Figure 18 : Global Market Shares of MEMS Technology, by Application, 2022
• Figure 19 : Global Market Shares of MEMS Technology, by Material Type, 2022
• Figure 20 : Global Market Shares of MEMS Technology, by Region, 2022
• Figure 21 : Global Market Volume Shares of MEMS, by Region, 2022
• Figure 22 : Global Market Shares of Thermal Management Technologies, by Application, 2022
• Figure 23 : Thermal Management Installation in Smartphones - Schematic Representation
• Figure 24 : Global Market Shares of Thermal Management Technologies, by Device, 2022
• Figure 25 : Process of Convection Cooling Device - Schematic Representation
• Figure 26 : Process of Conduction Cooling Device - Schematic Representation
• Figure 27 : Global Market Shares of Thermal Management Technologies, by Region, 2022
• Figure 28 : Emerging Technologies in the Thermal Management Technologies Market