全球半导体产业链发展及策略定位

由于地缘政治风险加大、衝突持续、西方货币政策紧缩、全国选举和自然灾害带来的不确定性等因素变化，全球经济表现与2023年相比可能继续保持持平或疲软。儘管面临更广泛的经济挑战，半导体市场仍接近完成去库存。在汽车、高效能运算 (HPC) 和物联网 (AIoT) 领域长期需求的支撑下，随着终端产品需求逐渐復苏，半导体市场重回成长轨道，达到两位数。本报告概述了全球半导体市场，分析了三大 DRAM 供应商 (Samsung、SK Hynix、Micron) 的竞争格局，并考察了 3D NAND 和主要晶圆代工厂的未来发展 (截至2025年) 。

目录

第1章 世界半导体市场表现

• 全球半导体市场萎缩 (2023年)
• 由于供应链復苏，半导体市场将达到两位数成长 (2024年)
• IC主导全球半导体市场，比重超过80%
• 全球成品出货量的增加将推动需求扩​​张 (2024年)

第2章 全球半导体企业资本投资

• 资本投资集中于全球半导体企业
• 半导体设备在资本投资上占比最大

第3章 三大DRAM供应商竞争态势

• 两家韩国供应商控制 DRAM 市场 72%的占有率
• DRAM将于2024年过渡至1γ製程，竞争激烈
• HPC 应用推动 HBM 开发

第4章 3D NAND进入200层时代

• 两家韩国公司以 52%的市占率引领 NAND 快闪记忆体市场
• 3D NAND的未来：进入300层时代

第5章 主要晶圆代工厂量产3nm製程

• 2022-2023年：主要代工厂开始量产3奈米製程
• 2024-2025：各大代工厂角逐2nm时代

第6章 全球半导体企业获利排名

• 台积电到2023年仍将是全球最大的半导体公司
• 英伟达：2023年营收将成长 87%，成为众人瞩目的焦点

第7章 MIC 视角

附录

• 公司名单

With escalating geopolitical risks, ongoing conflicts, tighter monetary policies in Europe and the U.S., and variables such as uncertainties from national elections and natural disasters, global economic performance is expected to remain flat or subdued compared to 2023. Despite the broader economic challenges, the semiconductor market is seeing a nearing completion of inventory adjustments. As demand for terminal products gradually recovers and long-term needs in automotive, high-performance computing (HPC), and Artificial Intelligence of Things (AIoT) sectors provide support, the semiconductor market is anticipated to return to a growth trajectory, with potential for double-digit growth. This report offers an overview of the global semiconductor market performance, analyzes the competitive landscape of three dynamic random access memory (DRAM) suppliers—Samsung, SK Hynix, and Micron—and explores the future development of 3D NAND and major wafer foundries through 2025.

Table of Contents

1. Global Semiconductor Market Performance

• 1.1 Global Semiconductor Market Declines in 2023
• 1.2 Supply Chain Recovery Likely to Drive Double-Digit Growth in the Semiconductor Market in 2024
• 1.3 ICs Dominating the Global Semiconductor Market with Over 80% Share
• 1.4 Global End-Product Shipment Growth Driving Pull-in Demand in 2024

2. Capex of Global Semiconductor Companies

• 2.1 High Concentration of CapEx among Global Semiconductor Firms
• 2.2 Semiconductor Equipment Takes the Largest Share of CapEx

3. Competitive Landscape of three DRAM suppliers

• 3.1 Two Korea Suppliers Dominates the DRAM Market with a 72% Share
• 3.2 Fierce Competition Expected as DRAM Enters the 1γ Process in 2024
• 3.3 HPC Applications Drive HBM Development

4. 3D NAND Advances into the 200-Layer Era

• 4.1 Two Korean Companies Lead the NAND Flash Market with a 52% Share
• 4.2 The Future of 3D NAND Entering the 300-Layer Era

5. Major Wafer Foundries Have Mass-Produced 3nm Process

• 5.1 2022-2023: Major Foundries Kick off 3nm Process Mass Production
• 5.2 2024-2025: Major Foundries Compete in the 2nm Era

6. Global Semiconductor Companies’ Revenue Ranking

• 6.1 TSMC Remains the World’s Largest Semiconductor Company in 2023
• 6.2 Nvidia Stands Out in 2023 with Revenue Growth of 87%

7. MIC Perspecitve

Appendix

• List of Companies

List of Tables

• Table 1. 2023 Global Top 25 Semiconductor Companies Revenue Rankings (Including Wafer Foundries)

List of Figures

• Figure 1. Worldwide Semiconductor Market Value, 2011 - 2024
• Figure 2. End Product Shipment Volume and Growth Rate in 2024
• Figure 3: Global Leading DRAM Manufacturers' Technology Roadmap
• Figure 4. Global Major NAND Flash Manufacturers' Technology Roadmap
• Figure 5. Global Major Wafer Foundries’ Technology Roadmap