2024-2025 年全球半导体设备市场展望

Global Semiconductor Devices Market Outlook, 2024-2025

出版日期: 2024年12月19日 | 出版商:

Frost & Sullivan | 英文 84 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

AI 硬体从资料中心转移到边缘设备；永续性和 CASE 趋势限制了工业和汽车市场的下滑，推动了转型成长

2022年全球半导体元件产业成长放缓至3.5%，2023年则将下滑6.9%。 2023 年的成长将由利用电动车、CASE 和数位转型措施的工业和汽车市场推动。 2024 年（及以后）的成长将由连接性和 AI/ML 技术整合推动，这将成为所有垂直领域产品开发活动的核心。 5G 部署的不断增加、人工智慧智慧型手机和人工智慧 PC 的普及率不断提高、汽车中电子内容的不断扩大、向电动汽车和自动驾驶汽车的转变、工厂自动化以及物联网设备在智慧家庭中的普及是推动未来市场成长的主要趋势。传统上被视为半导体市场表现关键指标的智慧型手机和个人电脑将不再是唯一指标。预计市场参与企业将在几个垂直市场（主要是消费品和汽车市场）大幅扩大基本客群。虽然半导体设备市场的需求和製造投资正在激增，但高成本、低利润和产能过剩的风险是该行业需要考虑的一些方面。除了供需缺口外，市场还面临地缘政治动盪和技能短缺等多重挑战。在这种情况下，必须了解半导体装置的短期需求以及 2024 年至 2030 年期间的关键成长机会。因此，相关人员可以製定策略和行动计划来加速成长。 Frost & Sullivan 的这项研究旨在对 2025 年的半导体设备市场进行预测。它识别主要最终用户和地区的新兴趋势和成长机会。从设备角度来看，关键要点包括人工智慧、5G/6G、物联网、电动车、连网联网汽车和自动驾驶汽车等新应用中不断发展的设计、技术节点和材料。

The global semiconductor devices industry registered a 6.9% decline in 2023 after a 3.5% slowdown in growth in 2022. Growth in 2023 was attributed to the industrial and automotive markets capitalizing on the EV, CASE, and digital transformation efforts. Growth in 2024 (and beyond) will be driven by the technology convergence of connectivity and AI/ML, which will be the core of product development activities across all verticals. Increased 5G deployment, the rising adoption of AI smartphones and AI PCs, greater electronics content in automotive, the migration to EVs and AVs, factory automation, and the proliferation of IoT devices in smart homes are key trends that will drive future market growth. Smartphones and PCs, traditionally viewed as key indicators of semiconductor market performance, will not remain the sole indicators going forward. Market participants are expected to witness significant customer base expansion across several verticals (primarily consumer and automotive). While the semiconductor devices market records a surge in demand and manufacturing investments, the risk of high costs, low margins, and over-capacity are a few aspects the industry needs to consider. Beyond the demand-supply gap, the market faces several challenges, including geopolitical chaos and skills shortages. In such a scenario, it is essential to understand the demand for semiconductor devices in the short term and key growth opportunities from 2024 to 2030. As a result, stakeholders can develop strategies and action plans to accelerate growth. This Frost & Sullivan study aims to provide an outlook on the semiconductor devices market for 2025. It identifies emerging trends and growth opportunities across key end users and regions. From a device standpoint, important aspects include evolving design, technology nodes, and materials across emerging applications such as AI, 5G/6G, IoT, EVs, connected cars, and AVs.

Analysis Highlights

Analysis Highlights
The 2023 Semiconductor Devices Market: Forecast vs Actual
Historical Analytics
Top Predictions for 2025

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Semiconductor Devices Industry
Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

Segmentation
Growth Environment
Global Semiconductor Market Sizing by Revenue

Macroeconomic Factors

Growth Environment-Macroeconomic Conditions

Revenue Trends, 2020?2025

Revenue Forecast by Segment
Revenue Forecast by Product Type
Revenue Forecast by Region

Trend Predictions, 2024 and 2025

Semiconductor Devices Market: Key Semiconductor Industry Trends, Global, 2024 vs 2023
Trends Influencing the Semiconductor Industry in 2024
Semiconductor Industry Trends-2025 vs 2024
Trends Influencing the Semiconductor Industry in 2025