市场调查报告书
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1609927
2025-2033 年日本半导体市场规模、份额、趋势和预测(按组件、使用材料、最终用户和地区划分)Japan Semiconductor Market Size, Share, Trends and Forecast by Components, Material Used, End User, and Region, 2025-2033 |
2024 年日本半导体IMARC Group规模为 404 亿美元。由于消费性电子产品的快速发展、汽车应用的扩大、工业自动化、政府的大力支持以及下一代通讯技术的兴起,该市场正在蓬勃发展。
日本以其现代消费性电子产品的创新而闻名,对半导体市场的成长产生了重大影响。该国的领先公司生产穿戴式技术、游戏机和智慧型手机等创新产品,这些产品需要使用高阶半导体元件。根据国际数据公司(IDC)的调查,2023年最后一个季度日本出货了830万支手机,从而产生了对有效半导体元件的需求。由于对高性能、节能和紧凑型晶片的需求不断增长,学术机构和行业领导者之间的合作也促进了行业的研发 (R&D) 活动。日本半导体设备协会(SEAJ)透露,2024年1-8月该国晶片设备销售额创历史新高,达2.831兆日元,较上年大幅成长17.3%。光是 8 月销售额就跃升 20%,达到有纪录以来的第五高水准。这一令人印象深刻的成长增加了国内和国际市场对日本半导体的需求。
日本不断扩大的混合动力汽车、电动车 (EV) 和自动驾驶技术市场对该行业的成长产生了重大影响。该国在汽车工业方面处于世界领先地位,并依赖半导体来实现资讯娱乐、安全系统和电池管理等现代设施。预计到2032年,中国下一代汽车市场(包括电动车、混合动力车和智慧汽车)将成长12.53%,达到28.964亿美元。此外,政府对绿色出行的激励措施和永续发展方向的转变增加了汽车级半导体的资金配置。例如,根据新的补贴计划,2024年4月1日或之后在日本註册检验的新车,燃料电池汽车(FCV)最多可获得2,550,000日元的补贴,电动汽车最多可获得150,000至850,000日元的补贴,电动车最多可获得15 万日圆的补贴。
对工业自动化和机器人技术的需求不断增长
推动半导体需求的主要因素之一是对工业自动化和机器人技术的日益重视。根据世界机器人协会最近的一项调查,日本企业僱用了 435,299 台工业机器人。 2023 年,他们每年安装 46,106 台。此外,据报道,日本是全球领先的机器人生产国之一,产量占全球总产量的38%,出口量为160,801台。由于该国在准确性和效率方面享有盛誉,这种扩张导致了由人工智慧 (AI)、机器学习 (ML) 和物联网 (IoT) 技术驱动的智慧工业解决方案的采用。这些系统依靠半导体来执行控制、资料处理和网路。
政府政策与策略投资
对政府支持性政策和半导体基础设施投资的日益关注是推动日本半导体产业发展的另一个重要驱动力。这与人们日益认识到半导体在维护技术主权和国家安全方面的战略价值是一致的。日本政府正在透过提供补贴以及与全球领先的半导体公司结盟来促进本土晶片製造商的发展。为了支持当地半导体产业,政府于2024 年11 月表示,将在2025 财年向Rapidus Corp. 额外支出2,000 亿日圆(13 亿美元)。计划,以支持当地半导体产业的发展。
下一代通讯技术的出现
第五代 (5G) 网路的引入以及预计在不久的将来推出的第六代 (6G) 技术将为该国半导体市场带来重大机会。预计到 2028 年,5G 行动用户将占日本所有用户的近 75%。该国拥有强大的电信基础设施,依赖基地台、网路设备和用户设备的先进晶片。 IMARC Group报告称,该国电信市场的年增长率为 4.62%。此外,5G 创新在健康、交通和娱乐产业的采用迅速推动了半导体创新,特别是毫米波技术和功率放大器相关的研究领域。
The Japan semiconductor market size was valued at USD 40.4 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 61.6 Billion by 2033, exhibiting a CAGR of 4.8% from 2025-2033. The market is thriving due to rapid advancements in consumer electronics, expanding automotive applications, industrial automation, robust government support, and the rise of next-generation communication technologies.
Japan is known for its innovation in modern consumer electronics that significantly influences the semiconductor market growth. The leading companies in the country manufacture innovative products such as wearable technology, gaming consoles, and smartphones, which require the use of high-end semiconductor components. According to a survey by the International Data Corporation (IDC), 8.3 million mobile phones were shipped from Japan in the last quarter of 2023, thus creating the need for effective semiconductor components. Collaborations between academic institutions and industry leaders are also boosting research and development (R&D) activities in the industry due to the growing need for high-performance, energy-efficient, and compact chips. The Semiconductor Equipment Association of Japan (SEAJ) has revealed that the country's chip equipment sales for the January-August period of 2024 touched an all-time high of ¥2.831 trillion, with a sharp increase of 17.3% from the previous year. August sales alone jumped 20%, reaching the fifth-highest level on record. This impressive growth has increased the demand for Japanese semiconductor in the domestic and international markets.
Japan's expanding markets for hybrid cars, electric vehicles (EVs), and autonomous driving technologies are having a significant effect on the growth of the sector. The nation leads the world in the automobile industry and depends on semiconductors for modern amenities like infotainment, safety systems, and battery management. By 2032, it is projected that the nation's next-generation vehicle market, which includes electric, hybrid, and intelligent vehicles, will rise by 12.53% to reach US$ 2,896.4 million. Additionally, government incentives for green mobility and a shift in the direction of sustainability have increased the allocation of funds in automotive-grade semiconductors. Under the new subsidy plan, for instance, new cars registered with inspection in Japan on or after April 1, 2024, are eligible for subsidies of up to 2,550,000 yen for fuel cell vehicles (FCVs), 150,000 to 850,000 yen for EVs, and 150,000 to 550,000 yen for plug-in hybrid EVs (PHEVs).
Rising Demand for Industrial Automation and Robotics
One of the main factors driving the demand for semiconductors is the growing emphasis on industrial automation and robotics. According to a recent World Robotics survey, 435,299 industrial robots are employed in Japanese enterprises. In 2023, they installed 46,106 units annually. Additionally, it was reported that Japan is one of the world's leading producers of robots, supplying 38% of the world's total output and exporting 160,801 units. This expansion leads to the adoption of smart industrial solutions driven by artificial intelligence (AI), machine learning (ML), and Internet of Things (IoT) technology owing to the nation's reputation for accuracy and efficiency. These systems depend on semiconductors to perform control, data processing, and networking.
Government Policies and Strategic Investments
The increasing focus on introducing supportive government policies and investing in semiconductor infrastructure is another important driver fueling the Japanese semiconductor sector. This is in line with the growing recognition about the strategic value of semiconductors in maintaining technical sovereignty and national security. The Government of Japan is promoting local chipmakers by offering subsidies and forming alliances with leading semiconductor companies worldwide. In order to support the local semiconductor sector, the government stated in November 2024 that it will spend an extra 200 billion yen ($1.3 billion) in Rapidus Corp. in fiscal year 2025. This follows after a previously set aside package of 920 billion yen to help the chipmaker, and it is anticipated that the additional funds will draw private sector investment to fortify Japan's supply chain for chips of the future.
Emergence of Next-Generation Communication Technologies
The introduction of fifth-generation (5G) networks and the expected rollout of sixth-generation (6G) technologies in the near future is opening significant opportunities for the semiconductor market in the country. It is expected that 5G mobile subscribers will constitute almost 75% subscribers of all subscriptions by 2028 in Japan. The country has robust telecommunications infrastructure that relies on advanced chips for base stations, network equipment, and user devices. The IMARC Group has reported that the growth rate for the telecommunication market of the country is 4.62% per annum. Furthermore, the adoption of 5G innovations in health, transportation, and entertainment industries rapidly fuels semiconductor innovation, specifically mmWave technology and power amplifier-related research areas.
Memory Devices
Logic Devices
Analog IC
MPU
Discrete Power Devices
MCU
Sensors
Others
A significant portion of the Japanese semiconductor sector is made up of memory devices, which are utilized in cloud computing, data centers, and consumer electronics. Dynamic random-access memory (DRAM) and NAND flash storage are becoming more and more necessary due to the growing reliance on data-intensive technologies like big data and artificial intelligence (AI).
Logic devices are an important market segment as they are essential for computation and processing tasks. The need for effective and potent logic chips is fueled by the use of cutting-edge computer technology in fields like industrial automation, automotive systems, and robotics. Japan's emphasis on creating small, energy-efficient designs is in line with the worldwide movement toward semiconductors that are ecologically friendly.
Automotive electronics, industrial automation, and communication devices all depend on analog integrated circuits (ICs) to transform analog signals into digital data. They are in high demand in Japan because of the growing use of electric vehicles (EVs) and renewable energy systems, specifically in power management and signal processing applications. This has led to the segment's continuous rise.
Microprocessor units are necessary for carrying out intricate computing operations in a variety of sectors, such as consumer electronics, aircraft, and telecommunications. The market for MPUs in Japan is being driven by the rise in smart device adoption and developments in AI-driven applications, with manufacturers concentrating on improving processing speeds and power efficiency to satisfy changing technical demands.
Discrete power devices like transistors and diodes are essential for power control and energy conversion in industrial and automotive systems. The demand for high-performance power devices that can withstand increased efficiency and dependability in challenging situations has increased due to Japan's push for green technology and renewable energy.
MCUs are crucial parts of embedded systems utilized in automotive, IoT, and industrial automation applications. Because of Japan's emphasis on robotics and intelligent manufacturing, advanced MCUs, specifically those with low power consumption and powerful processing capabilities, are becoming progressively more important to meeting the needs of connected devices and intelligent systems.
Sensors are an important component in the connecting and collecting data for the Internet of Things, automobiles, and healthcare applications. Japan's leading position in precision technologies and automation has created the need for advanced sensors, including optical, pressure, and motion sensors to support industries that require more accurate and real-time information for efficiency in operations.
Silicon Carbide
Gallium Manganese Arsenide
Copper Indium Gallium Selenide
Molybdenum Disulfide
Others
The performance of silicon carbide in high-power and high-temperature applications has been a cause of its increasing usage in the semiconductor sector of Japan. Since silicon carbide (SiC) is tougher and more effective than other silicon-based materials, its usage is high in power electronics, renewable energy systems, and EVs. Japan's focus on energy-efficient products and investment in SiC production units increased the usage of SiC.
One of the most crucial materials in the realm of spintronics is gallium manganese arsenide, which has increasingly become important in Japan's semiconductor industry. Because it controls electron spin, gallium manganese arsenide is quite suitable for applications related to memory storage and quantum computing. The ongoing investigations on next-generation technologies by Japanese manufacturers and research institutes propel the development of creative semiconductor solutions.
Because of its primary application in thin-film solar cells, copper indium gallium selenide is a material of interest in semiconductor applications related to renewable energy. The demand for CIGS materials is driven by Japan's efforts to increase the utilization of solar energy and its commitment to sustainability. The continued growth in high-performance thin-film technology is further supported by the nation's proficiency in precise manufacturing.
In applications that need flexible and transparent electronics, molybdenum disulfide is showing potential as a material for two-dimensional semiconductors. MoS2's expansion is supported by Japan's nanotechnology breakthroughs and interest in creating lightweight, effective materials for wearable technology and the Internet of Things systems. The material's special qualities, such as its great mechanical strength and electron mobility, complement Japan's emphasis on innovation.
Automotive
Industrial
Data Centre
Telecommunication
Consumer Electronics
Aerospace and Defense
Healthcare
Others
The growth of electric cars, hybrid vehicles, and autonomous driving technologies has made the Japanese automotive industry a significant semiconductor consumer. Advanced driver-assistance systems (ADAS), battery management, and in-car entertainment all depend on semiconductors. Japan is a global pioneer in automotive innovation because to their semiconductor-powered cars, which are safer, greener, and smarter modes of transportation.
Semiconductors are crucial for communication, data processing, and control in industrial applications such as robots, factory automation, and Internet of Things-enabled systems. The need for semiconductors made for industrial automation is guaranteed to continue due to Japan's prowess in precision manufacturing and smart factory projects. The nation's drive for technical modernization is aided by these chips' increased operational precision and efficiency.
The data center sector has grown rapidly due to the increasing need for cloud computing, AI, and big data analytics. Semiconductors are essential components of networking equipment, servers, and storage devices that make it possible for quick information processing and cost-effective operations. Japan is competitive in meeting the demands of the global data network because of its commitment to generating cutting-edge memory and logic devices.
Advanced semiconductors are needed by the telecommunications industry to facilitate the rollout of 5G networks and the upcoming 6G technologies. Improved bandwidth and quicker connectivity are made possible by chips found in base stations, network equipment, and communication devices. Japan is positioned as a major participant in next-generation communication solutions because of its aggressive investments in telecom infrastructure, which fuels the demand for semiconductors.
Consumer electronics, such as wearable technology, gaming consoles, and smartphones, continue to be a sizable end-user market. Japan's cutting-edge brands propel semiconductor development to satisfy customer expectations for small, powerful, and energy-efficient devices. The rapid uptake of AR/VR applications and smart home technologies has made this market a key driver of semiconductor expansion.
Semiconductors in the aerospace and military fields are mainly used for complex communication systems, avionics, and navigation. There is an increased requirements for highly reliable semiconductor components capable of sustaining harsh environments with a guarantee of high operating efficiency as Japan strengthens its defense powers and participates in space research programs.
The role of semiconductors is growing rapidly in the health care industry for telemedicine, wearable health monitoring, and diagnostic devices. The fast growth in the population of aged citizens and advances in medical technology increase the demand for innovative processors that enhance data accuracy and communication in medical equipment. Semiconductors improve patient care and results by enabling more effective healthcare delivery.
The major players in market are focusing on advancing technologies to meet the rising global demand for innovative and efficient components. They are investing in research and development (R&D) to produce next-generation semiconductors tailored for applications in electric vehicles, data centers, industrial automation, and 5G communication systems. Collaborative efforts are also being prioritized, both domestically and internationally, to ensure technological leadership in areas like energy-efficient chips and advanced manufacturing processes. Additionally, there is a significant push toward sustainable practices, with resources allocated to developing eco-friendly semiconductor solutions that align with global environmental goals.
The report provides a comprehensive analysis of the competitive landscape in the Japan semiconductor market with detailed profiles of all major companies.
In February 2024, Japanese automaker Toyota announced that it will join a project led by Taiwan Semiconductor Manufacturing (TSMC) to expand chip production capacity in Japan's southern Kumamoto prefecture to ensure stable supply of critical parts in car manufacturing processes. Toyota claims that it has secured around 2pc stake in TSMC's subsidiary Japan Advanced Semiconductor Manufacturing (JASM) for an undisclosed sum.
In February 2024, Toshiba Electronic Devices & Storage Corporation announced that it has started the construction of a back-end production facility for power semiconductors at Himeji Operations-Semiconductor, in Hyogo Prefecture, western Japan. The new facility will start mass production in spring 2025. Through this project, Toshiba will promote smart factory initiatives that bring automated transportation systems into manufacturing processes, promote work efficiency through adoption of RFIDNote tags, and improve the accuracy of inventory management. The facility will be 100% powered by renewable energy and equipped with solar power generation systems, underlining Toshiba's commitment to the sustainable development goals (SDGs).