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市场调查报告书
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1563132

第三代半导体产业全球趋势与策略展望

Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry
出版日期: | 出版商: MIC - Market Intelligence & Consulting Institute | 英文 117 Pages | 订单完成后即时交付

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在地缘政治风险上升、衝突持续、欧美货币政策紧缩的情况下，预计全球经济表现将与2023年持平。然而，半导体市场库存调整已接近尾声，汽车、HPC和AIoT领域的需求可能支持成长復苏，带来两位数的成长。此外，宽带隙化合物半导体（第三代材料）因其耐高电压、耐温性和能源效率等优点而受到关注，这对于实现净零排放非常重要。来自欧洲、美国和日本的公司主导这个市场，而新的竞争对手则来自中国、韩国和台湾。

本报告总结了全球半导体市场的表现，分析了主要DRAM供应商Samsung、SK Hynix、Micron的竞争格局，并分析了2019年3D NAND、主要晶圆代工厂以及第三代半导体行业的竞争格局。

目录

全球半导体产业链发展及战略地位

第1章 世界半导体市场表现

  • 2023年全球半导体市场萎缩
  • 由于供应链復苏，2024年半导体市场可能呈现两位数成长
  • IC主导全球半导体市场，比重超过80%
  • 全球最终产品出货量的增加将推动2024年需求扩张

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，竞争预期激烈
  • 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%的市场占有率引领 NAND 快闪记忆体市场
  • 进入 300 层时代，3D NAND 的未来

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
  • Nvidia2023年营收成长 87%，脱颖而出

第7章 MIC 的观点

附录

全球第三代半导体产业发展及主要企业产品策略

第1章 欧美第三代半导体产业发展

  • 欧洲
    • 致力于汽车和工业领域
    • 丰富的研究资源、强大的外延和晶圆代工能力
  • 美国
    • 优先军事用途并扩大民间用途
    • 通讯设备与功率元件并重，SiC基板市场占有率领先

第2章 美国主要企业产品策略

  • STMicroelectronics
  • Infineon
  • Onsemi
  • Wolfspeed
  • Navitas
  • Qorvo

第3章 东亚第三代半导体产业发展

  • 日本
    • 并重发展功率元件和通讯设备
    • 专利领先，外延技术雄厚
  • 韩国
  • 中国
    • 政府主导的发展与快速扩张
    • 庞大的国内市场和政策支援让外国公司能够与本地公司合作

第4章 东亚主要企业产品策略

  • ROHM
  • Sumitomo Group
  • Mitsubishi
  • Innoscience
  • Sanan Optoelectronics

第5章 MIC 的观点

附录

台湾第三代半导体产业发展及主要企业

第1章 台湾第三代半导体产业发展

  • 台湾进入第三代半导体市场进展缓慢，主要集中在晶圆代工厂
  • 光明的前景推动次级 IDM 和代工产能扩张
  • 该政策优先考虑技术和物质独立性，但进一步利用仍有改进的空间。

第2章 台湾主要企业趋势与策略

  • SAS
  • Foxconn Technology Group
  • Panjit

第3章 MIC 的观点

附录

Product Code: SCRPT24092401

Amid escalating geopolitical risks, ongoing conflicts, and tightening monetary policies in Europe and the U.S., global economic performance is expected to remain flat compared to 2023. However, the semiconductor market is nearing the end of its inventory adjustments, with demand in the automotive, high-performance computing (HPC), and Artificial Intelligence of Things (AIoT) sectors poised to support a return to growth, potentially leading to double-digit gains. Additionally, wide-bandgap compound semiconductors, or third-generation materials, are gaining attention for their high voltage resistance, temperature tolerance, and energy efficiency—crucial attributes for achieving net-zero emissions. Companies in Europe, the U.S., and Japan currently lead in this market, with emerging competition from China, South Korea, and Taiwan.

This value pack provides an overview of global semiconductor market performance, analyzes the competitive landscape of leading DRAM suppliers—Samsung, SK Hynix, and Micron—and explores future developments in 3D NAND, major wafer foundries, and the third-generation semiconductor industry across key regions. It also examines policies of major countries for third-generation semiconductors, such as Japan, South Korea, and China.

Table of Contents

  • Development and Strategic Position of the Global Semiconductor Industry Chain

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 Perspective

Appendix

  • List of Companies
  • Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies

1. Development of European and US Third-Gen Semiconductor Industry

  • 1.1 Europe
    • 1.1.1 Focusing on Automotive and Industrial Niches
    • 1.1.2 Abundant Research Resources and Robust Epitaxy and Wafer Foundry Capabilities
  • 1.2 US
    • 1.2.1 Prioritizing Military Applications , Expanding to Civilian Uses
    • 1.2.2 Leading SiC Substrate Market Share with Equal Focus on Communication and Power Devices

2. Product Strategies of Leading Companies in Europe and the US

  • 2.1 STMicroelectronics
  • 2.2 Infineon
  • 2.3 Onsemi
  • 2.4 Wolfspeed
  • 2.5 Navitas
  • 2.6 Qorvo

3. Development of Third-Gen Semiconductor Industry in East Asia

  • 3.1 Japan
    • 3.1.1 Equal Focus on Development of Power and Communication Devices
    • 3.1.2 Leading in Patents, with Strengths in Epitaxy Technology
  • 3.2 Korea
    • 3.2.1 Government-led Development with Focus on Power Applications
  • 3.3 China
    • 3.3.1 Government-led Development with Rapid Expansion
    • 3.3.2 Foreign Companies Partnering with Local Firms due to Large Domestic Market and Policy Support

4. Product Strategies of Leading Companies in East Asia

  • 4.1 ROHM
  • 4.2 Sumitomo Group
  • 4.3 Mitsubishi
  • 4.4 Innoscience
  • 4.5 Sanan Optoelectronics

5. MIC Perspective

Appendix

  • List of Companies
  • Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China

1.Analysis of SiC Industry Policies in Japan and Korea

  • 1.1 Japan Introduces Energy-Saving Plans to Boost SiC Industry Development
  • 1.2 Japan Reinforces Semiconductor Self-sufficiency to Prevent Industry Exodus
  • 1.3 With High Hopes for the High-Power Market, Japan Focuses on SiC Industry Development
  • 1.4 Korea Focuses on Energy-Saving Applications for Breakthroughs in SiC Industry
  • 1.5 Global Chip Shortages Present a Critical Turning Point for Korea’s Semiconductor Industry
  • 1.6 Korea Ramps up R&D to Cultivate the Automotive SiC Power Device Market

2. Analysis of SiC Industry Policies in China

  • 2.1 China Targets SiC as a Key Priority for National Energy Development
  • 2.2 China Aims to Surpass Western Advancements in SiC via the 14th Five-Year Plan
  • 2.3 China Bolsters Local Enterprises to Strengthen Competitiveness in the SiC Market

3. SiC Policy Development Trends of Major Countries

  • 3.1 SiC Policy Development Trends in the United States
  • 3.2 SiC Policy Development Trends in the EU
  • 3.3 SiC Policy Development Trends in Japan and Korea
  • 3.4 SiC Policy Development Trends in China

4. MIC Perspective

Appendix

  • List of Companies
  • Development of Taiwan's Third-Generation Semiconductor Industry and Key Players

1.Taiwanese Third-Generation Semiconductor Industry Development

  • 1.1 Taiwan's Late Entry into Third-Generation Semiconductors Focuses Mainly on Wafer Foundry
  • 1.2 Positive Outlook Drives Capacity Expansion by Quasi-IDMs and Foundries
  • 1.3 Policy Prioritizing Technological and Material Independence, But Further Applications Still Need Improvement

2. Trends and Straties of Major Taiwanese Companies

  • 2.1 SAS
  • 2.2 Foxconn Technology Group
  • 2.3 Panjit

3. MIC Perspective

Appendix

  • List of Companies

List of Tables

  • Development and Strategic Position of the Global Semiconductor Industry Chain
  • Table 1. 2023 Global Top 25 Semiconductor Companies Revenue Rankings (Including Wafer Foundries)
  • Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies
  • Table 1: Development Strategies of Leading Third-Gen Semiconductor Companies in Europe and the United States
  • Table 2: Products of Leading Third-Gen Semiconductor Companies in Europe and the United States
  • Table 3: Development Strategies of Leading Third-Gen Semiconductor Companies in East Asia
  • Table 4: Products of Leading Third-Gen Semiconductor Companies in East Asia
  • Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China
  • Table 1: Japan's SiC Industry Policies from 1998 to 2020
  • Table 2: Japan's SiC Industry Policies from 2021 to 2023
  • Table 3: Korea's SiC Industry Policies from 2000 to 2020
  • Table 4: Korea's SiC Industry Policies from 2021 to 2023
  • Table 5: China's SiC Industry Policies from 2004 to 2016
  • Table 6: China's SiC Industry Policies from 2017 to 2020
  • Table 7: China's SiC Industry Policies from 2021 to 2023
  • Table 8: China's Key Support Measures for SiC in the Special Project on New Displays and Strategic Electronic Materials
  • Table 9: Research Status 0f SiC at China’s Major Universities
  • Development of Taiwan's Third-Generation Semiconductor Industry and Key Players
  • Table 1: Capacity Expansion Timeline for Taiwanese Third-Generation Semiconductor Manufacturers
  • Table 2: Key Development Strategies of Taiwanese Third-Generation Semiconductor Companies
  • Table 3: Major Products of Taiwanese Third-Generation Semiconductor Companies

List of Figures

  • Development and Strategic Position of the Global Semiconductor Industry Chain
  • 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
  • Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies
  • Figure 1: STMicroelectronics' Third-Gen Semiconductor Development Strategies
  • Figure 2: Infineon's Third-Gen Semiconductor Development Strategies
  • Figure 3: Onsemi's Third-Gen Semiconductor Development Strategies
  • Figure 4: Wolfspeed's Third-Gen Semiconductor Development Strategies
  • Figure 5: Navitas' Third-Gen Semiconductor Development Strategies
  • Figure 6: Qorvo's Third-Gen Semiconductor Development Strategies
  • Figure 7: ROHM's Third-Gen Semiconductor Development Strategies
  • Figure 8: SEDI's Vision for Information Transmission by 2030
  • Figure 9: Mitsubishi's Third-Gen Semiconductor Development Strategies
  • Figure 10: Innoscience's Third-Gen Semiconductor Development Strategies
  • Figure 11: Sanan Optoelectronics' Third-Gen Semiconductor Development Strategies
  • Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China
  • Figure 1: Comparison of Major Countries’ SiC Policies
  • Development of Taiwan's Third-Generation Semiconductor Industry and Key Players
  • Figure 1: Taiwan's Third-Generation Semiconductor Industry Chain
  • Figure 2: Business Landscape of SAS Group
  • Figure 3: SAS Group's Third-Generation Semiconductor Development Strategy
  • Figure 4: Foxconn Technology Group's Vision
  • Figure 5: Foxconn Technology Group's Third-Generation Semiconductor Development Strategy
  • Figure 6: Development Timeline for Panjit's SiC Products
  • Figure 7: Panjit's Third-Generation Semiconductor Development Strategy