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市场调查报告书
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1304527
全球半导体市场 - 2023-2030Global Semiconductors Market - 2023-2030 |
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全球半导体市场规模在2022年达到6406亿美元,预计到2030年将达到11,328亿美元,2023-2030年的年复合增长率为7.5%。受技术进步、互联设备普及、智慧城市兴起以及各行业对高效和高性能电子系统需求的推动,全球半导体市场预计将继续保持增长态势。
2023年6月6日,印度政府将根据 "修改后的印度半导体计划"(Modified Semicon India Program)邀请在印度建立半导体工厂和显示器工厂的新申请。印度半导体代表团将接受申请,作为指定的节点机构,负责实施 "修改后的印度半导体计划",以发展印度的半导体和显示器制造生态系统。
根据修改后的计划,在印度建立任何节点(包括成熟节点)半导体工厂的公司/财团/合资企业可获得项目成本50%的财政奖励。因此,该地区的半导体需求激增,占该地区份额的1/3以上。
汽车行业越来越依赖集成电路的各种应用,包括高级驾驶辅助系统(ADAS)、信息娱乐系统、发动机管理和连接解决方案。电动汽车(EV)和自动驾驶技术的发展进一步刺激了对集成电路的需求。汽车行业对电子和连接功能的集成度不断提高,极大地推动了集成电路的需求。
近年来,工业自动化和机器人技术在制造业中的应用激增。集成电路对于自动化中使用的控制系统、传感器、执行器和其他组件至关重要。由于各行各业都在努力提高生产率、效率和连接性,因此工业自动化领域对集成电路的需求大幅增长。
随着汽车技术越来越先进,连接性越来越强,汽车行业对半导体元件的需求也急剧增加。电动汽车的兴起带动了半导体市场的大幅增长。
电动汽车需要先进的电源管理系统、电池管理系统、电机控制单元和充电基础设施,所有这些都严重依赖半导体技术。向电动汽车的转型极大地促进了对电力电子和先进半导体解决方案的需求。
受供需动态、宏观经济条件和技术进步等各种因素的影响,该行业具有周期性繁荣和萧条循环的特点。半导体行业的需求波动受多种因素的影响,包括消费者偏好的变化、经济状况和特定行业的发展趋势。
在需求旺盛时期,行业会出现增长和收入增加。然而,在经济低迷时期,需求可能会下降,从而导致销售减少、库存过剩以及半导体公司面临财务挑战。
随着远程工作、在线教育和娱乐的普及,大流行病导致对电子产品的需求激增。这增加了对笔记本电脑、平板电脑、游戏机和其他电子设备的需求,导致对这些产品中使用的半导体的需求增加。
大流行病加速了电子商务、视频会议、云计算和流媒体平台等数字服务的采用。这些服务在很大程度上依赖于数据中心、网络基础设施和云服务,从而推动了对服务器芯片、网络芯片和数据存储元件的需求。
此次疫情凸显了半导体等关键技术供应链安全可靠的重要性。因此,包括美国、日本和欧盟在内的国家宣布了投资国内半导体制造的计划,以减少对进口的依赖并加强国家半导体能力。
The Global Semiconductors Market reached US$ 640.6 billion in 2022 and is expected to reach US$ 1,132.8 billion by 2030, growing with a CAGR of 7.5% during the forecast period 2023-2030. The Global Semiconductors Market is expected to continue its growth trajectory, driven by increasing technological advancements, the proliferation of connected devices, the rise of smart cities and the demand for efficient and high-performance electronic systems across industries.
On June 6, 2023, The Indian Government is inviting new applications for setting up semiconductor fabs and display fabs in India under the Modified Semicon India Program. India Semiconductor Mission will receive the applications, the designated nodal agency entrusted with the responsibility of implementing the Modified Semicon India Program to develop the country's semiconductors and display manufacturing ecosystem.
Under the modified program, a financial incentive of 50% of the project cost is available to companies/consortia/ joint ventures to set up semiconductor fabs in India of any node (including mature nodes). Therefore, the region has witnessed a surge in semiconductor demand, accounting for more than 1/3rd of the regional shares.
The automotive industry has increasingly relied on ICs for various applications, including advanced driver-assistance systems (ADAS), infotainment systems, engine management and connectivity solutions. The growth of electric vehicles (EVs) and autonomous driving technologies has further fueled the demand for ICs. The automotive sector's increasing integration of electronics and connectivity features drives IC demand significantly.
Industrial automation and robotics adoption in manufacturing has surged in recent years. ICs are essential for control systems, sensors, actuators and other components used in automation. As industries aim for increased productivity, efficiency and connectivity in their operations, the demand for ICs in industrial automation has grown substantially.
As vehicles become more technologically advanced and connected, the demand for semiconductor components in the automotive industry has surged. The rise of electric cars has led to a substantial increase in the market for semiconductors.
EVs require advanced power management systems, battery management systems, motor control units and charging infrastructure-all of which heavily rely on semiconductor technologies. The transition towards electric mobility has significantly boosted the demand for power electronics and advanced semiconductor solutions.
The industry is characterized by periodic boom and bust cycles, influenced by various factors such as supply-demand dynamics, macroeconomic conditions and technological advancements. The semiconductor industry experiences fluctuations in demand due to various factors, including changes in consumer preferences, economic conditions and industry-specific trends.
During periods of high demand, the industry experiences growth and increased revenue. However, during downturns, demand can decline, leading to reduced sales, excess inventory and financial challenges for semiconductor companies.
The pandemic created a surge in demand for electronics as remote work, online education and entertainment became more prevalent. This increased demand for laptops, tablets, gaming consoles and other electronic devices, leading to a higher demand for semiconductors used in these products.
The pandemic accelerated the adoption of digital services like e-commerce, video conferencing, cloud computing and streaming platforms. These services rely heavily on data centers, networking infrastructure and cloud services, driving the demand for server chips, networking chips and data storage components.
The pandemic highlighted the importance of secure and reliable supply chains for critical technologies like semiconductors. As a result, countries, including the U.S., Japan and the European Union, announced plans to invest in domestic semiconductor manufacturing to reduce reliance on imports and strengthen national semiconductor capabilities.
The Global Semiconductors Market is segmented based on product, material, component, end-user and region.
Extrinsic semiconductors, particularly doped silicon, are essential for producing bipolar junction transistors (BJTs). BJTs are fundamental components used in various electronic devices, including amplifiers, switches and integrated circuits. The ability to dope semiconductors to create different regions with varying conductivity enables the operation of BJTs, significantly contributing to the semiconductor market's growth.
Extrinsic semiconductors are also crucial for developing field-effect transistors (FETs). FETs are another basic type of transistor widely used in various electronic devices, such as digital integrated circuits and memory chips.
By precisely doping the semiconductor material, FETs can be created with different channels (e.g., n-type or p-type) and electrical characteristics, enabling the efficient switching and amplification required in modern electronics. Therefore, the extrinsic product segment is expected to grow at the highest CAGR during the forecasted period.
China has significantly contributed to the growth of the Global Semiconductors Market in recent years. The country has undertaken various initiatives and investments to boost its domestic semiconductor industry, which has had a ripple effect on the global market. China has emerged as a major manufacturing hub for semiconductors.
The country has numerous semiconductor fabrication plants (fabs) that produce a significant portion of the world's chips. For example, Semiconductor Manufacturing International Corporation (SMIC) is one of China's largest semiconductor foundries and plays a crucial role in the global supply chain.
China has been increasing its investments in semiconductor R&D to enhance domestic capabilities. The government has implemented policies and initiatives to support the development of the semiconductor industry, including the "Made in China 2025" plan. This plan focuses on promoting innovation, upgrading technology and increasing self-sufficiency in the semiconductor sector. Therefore, China accounts for more than half of the regional shares and is expected to dominate the regional market by a significant margin.
The major global players include: Intel Corporation, Qualcomm Technologies, Inc, Texas Instruments Incorporated, Toshiba Corporation, Micron Technology, Inc., Infineon Technologies, Samsung Electronics, NVIDIA Corporation, Broadcom, Inc. and SK Hynix.
The Global Semiconductors Market Report Would Provide Approximately 69 Tables, 73 Figures And 212 pages.
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