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市场调查报告书
商品编码
1801231
2025 年至 2033 年硅晶圆市场规模、份额、趋势及预测(依晶圆尺寸、类型、应用、最终用途及地区划分)Silicon Wafer Market Size, Share, Trends and Forecast by Wafer Size, Type, Application, End Use, and Region, 2025-2033 |
2024年,全球硅晶圆市场规模达278亿美元。展望未来, IMARC Group预测,到2033年,市场规模将达到467.1亿美元,2025-2033年期间的复合年增长率为5.64%。亚太地区占据主导地位,2024年市占率将达68.5%。人们对燃料发电厂高碳排放的环境担忧日益加剧,太阳能发电厂的安装量不断增加,以及对无线运算设备的需求不断增长,这些都是推动市场发展的关键因素。
市场主要受消费性电子产品需求成长的推动,尤其是依赖先进半导体晶片的智慧型手机、笔记型电脑和平板电脑。 5G 基础设施的扩展、电动车 (EV) 的普及以及物联网 (IoT) 设备的使用增加,加速了对更紧凑、更有效率积体电路的需求。人工智慧 (AI) 和资料中心的快速发展也推动了对高效能处理器和记忆体晶片的需求,从而增加了硅晶圆的消耗量。此外,製造业向自动化的转变和对半导体製造设施的投资增加也促进了硅晶圆市场的成长。晶片设计中更小节点技术的趋势正在增加大直径晶圆的使用,进一步支持了晶圆生产的产量成长和规模经济。这些因素共同塑造了市场的上升轨迹。
在美国,越来越多的投资正致力于硅晶圆製造的产能扩张和技术升级,以支持不断增长的半导体需求。受人工智慧、电动车和高效能运算领域日益增长的应用推动,投资重点在于扩大国内生产规模并提升服务能力,凸显了硅晶圆在先进电子产品中的战略重要性。例如,2024年11月,ZMC收购了美国主要硅晶圆解决方案和服务供应商Pure Wafer的控股权。该投资旨在扩大Pure Wafer的产能并提升其技术,以满足日益增长的半导体产业需求。
扩大GPS追踪系统的使用
GPS 追踪系统依赖 GPS 接收器晶片,这些晶片是在硅晶片上製造的半导体装置。 GPS 追踪系统在交通运输、物流、个人追踪和体育等各行业的日益普及,正成为重要的成长诱因。例如,根据 Lowry Solutions 发表的一篇文章,全球定位系统 (GPS) 技术的广泛应用彻底改变了交通运输产业。此外,根据IMARC Group的一份报告,全球 GPS 追踪设备市场预计到 2032 年将达到 78 亿美元,在 2024-2032 年期间的复合年增长率为 11.4%。作为卫星导航系统,GPS 可根据请求提供即时位置资讯并能够追踪物体的移动。物流行业可以从使用 GPS 追踪软体(包括 RFID 追踪设备)中受益匪浅,因为它具有许多优势。它使在地图上定位汽车变得更容易,从而提高了客户满意度和营运效率。这反过来又导致对用于製造这些晶片的硅晶片的需求增加。此外,开发更先进的GPS追踪系统需要性能更强大的GPS晶片,以提高精度、灵敏度和功率效率。半导体製造商不断创新,开发利用先进製造製程和材料的新晶片设计。这推动了对能够满足现代GPS晶片严格要求的专用硅片的需求。例如,2024年1月,北欧半导体公司推出了一款预先认证的开发套件和系统级封装(SiP)晶片nRF9161,旨在为5G非蜂窝和蜂窝物联网技术提供支援。此外,它还具有出色的位置追踪、长电池寿命和强大的连接性。它还可以连接到LTE-M、NB-IoT以及DECT NR+网络,并透过北欧开发者学院及其nRF Connect SDK提供支援。预计这些创新将在预测期内推动硅片市场需求的成长。
半导体需求不断成长
根据硅晶圆市场预测,智慧型手机、平板电脑、笔记型电脑、智慧手錶和其他消费性电子设备的普及推动了对半导体装置的巨大需求。例如,根据Statista的数据,预计到2028年,消费性电子产品的销售量将达到约90.14亿件。此外,全球智慧型手机行动网路用户在2023年达到70亿,预计2028年将超过约77亿人。这些设备严重依赖各种半导体元件,例如微处理器、记忆体晶片、感测器和连接晶片,所有这些元件都是在硅晶圆上製造的。此外,硅晶圆製造商越来越多地应用包括5G、物联网和人工智慧在内的新技术,这也刺激了对各种半导体装置的需求。例如,2024年3月,Cerebras Systems推出了Wafer Scale Engine 3(WSE-3),这是一款革命性的AI晶圆级晶片,可取代WSE-2。该设备配备了使用 TSMS 5 奈米级製造方法製造的四万亿个电晶体、44GB 片上 SRAM、125 FP16 PetaFLOPS 的峰值性能等。 Cebera 的 WSE-3 可用于训练业内一些最强大的 AI 模型。除此之外,世界各地的政府机构和企业都在大力投资半导体製造业,以增强国内产能、促进创新和解决供应链漏洞。例如,2024 年 3 月,印度政府批准投资约 91,000 亿卢比,由塔塔电子和台湾力晶半导体製造股份有限公司在古吉拉特邦 Dholera 成立合资企业,建立该国首个商业半导体製造厂或晶圆厂。这些投资将在可预见的未来继续提升硅晶圆的采用率。
汽车工业的应用
汽车产业对硅晶圆的需求不断成长是推动市场成长的关键因素之一。电动车的转型和自动驾驶技术的发展需要先进的半导体元件。根据国际能源总署的数据,2023年电动车销量约1,400万辆,较去年同期成长35%。硅晶圆对于製造电动车动力总成、电池管理系统、感测器阵列和自动驾驶车载运算系统中使用的半导体装置至关重要。例如,根据《晶圆世界》(Wafer World)的一篇文章,用于ADAS组件(包括摄影机、雷射雷达系统和雷达感测器)的积体电路(IC)的生产在很大程度上依赖硅晶圆。这些部件能够实现自动紧急煞车、自适应巡航控制、车道维持辅助和行人识别等功能,使电动车更安全、更吸引买家。此外,世界各地的监管机构正在实施各种法规,以促进电动车(EV)的生产和普及,这进一步推动了对电动车组件中使用的硅晶圆的需求。此外,它们还向製造商提供补贴、贷款、税收抵免或回扣,这些措施对硅片价格趋势产生了积极影响。例如,2024年2月,美国能源部(DOE)贷款计画办公室(LPO)宣布向SK Siltron CSS, LLC提供约5.44亿美元的有条件贷款,用于扩大美国电动车(EV)电力电子设备用高品质碳化硅(SiC)晶圆的生产。
The global silicon wafer market size was valued at USD 27.8 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 46.71 Billion by 2033, exhibiting a CAGR of 5.64% during 2025-2033. Asia Pacific dominated the market, accounting for a share of 68.5% in 2024. The growing environmental concerns about high carbon emissions from fuel-based power plants, the rising installation of solar power plants, and the increasing demand for wireless computing devices represent some of the key factors driving the market.
The market is primarily driven by the growing demand for consumer electronics, especially smartphones, laptops, and tablets, which rely on advanced semiconductor chips. The expansion of 5G infrastructure, rising adoption of electric vehicles (EVs), and increased use of Internet of Things (IoT) devices are accelerating the need for more compact and efficient integrated circuits. Rapid advancements in artificial intelligence (AI) and data centers also push demand for high-performance processors and memory chips, boosting silicon wafer consumption. Additionally, the shift toward automation in manufacturing and increased investments in semiconductor fabrication facilities contribute to silicon wafer market growth. The trend toward smaller node technologies in chip design is increasing the usage of larger diameter wafers, further supporting volume growth and economies of scale in wafer production. These factors together are shaping the market's upward trajectory.
In the United States, growing investments are targeting capacity expansion and technological upgrades in silicon wafer manufacturing to support surging semiconductor demand. The focus is on scaling domestic production and enhancing service capabilities, driven by rising applications in AI, electric vehicles, and high-performance computing, highlighting the strategic importance of silicon wafers in advanced electronics. For instance, in November 2024, ZMC acquired a controlling interest in Pure Wafer, a major U.S.-based provider of silicon wafer solutions and services. The investment aims to expand Pure Wafer's capacity and advance its technology to meet growing semiconductor industry demands.
Expanding Use of GPS Tracking Systems
GPS tracking systems rely on GPS receiver chips, which are semiconductor devices manufactured on silicon wafers. The growing adoption of GPS tracking systems across various industries, including transportation, logistics, personal tracking, and sports, is acting as a significant growth-inducing factor. For instance, according to an article published by Lowry Solutions, the widespread implementation of global positioning system (GPS) technology revolutionized the transportation industry. Moreover, the global GPS tracking device market is expected to reach USD 7.80 Billion by 2032, growing at a CAGR of 11.4% during 2024-2032, as per a report by the IMARC Group. As a satellite navigation system, GPS delivers real-time location information upon request and enables the tracking of object movements. The logistics industry can benefit greatly from utilizing GPS tracking software, which includes RFID tracking devices, since it offers numerous advantages. It makes it easier to locate the car on a map, which improves customer satisfaction and operational effectiveness. This, in turn, leads to increased demand for silicon wafers used in the fabrication of these chips. Moreover, the development of more advanced GPS tracking systems requires higher-performance GPS chips with improved accuracy, sensitivity, and power efficiency. Semiconductor manufacturers are continuously innovating and developing new chip designs that utilize advanced manufacturing processes and materials. This drives the demand for specialized silicon wafers capable of meeting the stringent requirements of modern GPS chips. For instance, in January 2024, Nordic Semiconductor introduced a pre-certified development kit and system-in-package (SiP) chip, nRF9161, intended to power 5G non-cellular and cellular IoT technologies. Additionally, it exhibits excellent position tracking, a long battery life, and robust connectivity. It can also connect to LTE-M, NB-IoT, as well as DECT NR+ networks and provides assistance via the Nordic Developer Academy and their nRF Connect SDK. These innovations are expected to escalate the silicon wafer market demand over the forecasted period.
Rising Demand for Semiconductors
Based on the silicon wafer market forecast, the proliferation of smartphones, tablets, laptops, smartwatches, and other consumer electronic devices drives significant demand for semiconductor devices. For instance, according to Statista, the sales for consumer electronics are anticipated to reach approximately 9,014 million pieces by 2028. Moreover, global smartphone mobile network subscriptions accounted for 7 billion in 2023 and are expected to surpass roughly 7.7 billion by 2028. These devices rely heavily on various semiconductor components, such as microprocessors, memory chips, sensors, and connectivity chips, all of which are manufactured on silicon wafers. Apart from this, the growing applications of new technologies, including 5G, IoT, and artificial intelligence, by silicon wafer manufacturers are inflating the need for a diverse range of semiconductor devices. For instance, in March 2024, Cerebras Systems launched Wafer Scale Engine 3 (WSE-3), a revolutionary AI wafer-scale chip alternative to the WSE-2. The device is equipped with four trillion transistors created using TSMS's 5nm-class fabrication method, 44GB of on-chip SRAM, a peak performance of 125 FP16 PetaFLOPS, etc. Cebera's WSE-3 can be utilized to train some of the industry's most powerful AI models. Besides this, government bodies and companies worldwide are investing extensively in semiconductor manufacturing to enhance domestic capabilities, promote innovation, and address supply chain vulnerabilities. For instance, in March 2024, the government in India approved an investment of about Rs 91,000 Crore to set up the country's first commercial semiconductor fabrication plant or fab unit by a joint venture between Tata Electronics and Taiwan's Powerchip Semiconductor Manufacturing Corp at Dholera in Gujarat. These investments will continue to elevate the adoption of silicon wafers over the foreseeable future.
Applications in Automotive Industry
The rising demand for silicon wafers in the automotive industry is one of the key factors adding to the market growth. The transition toward electric vehicles and the development of autonomous driving technology require advanced semiconductor components. According to the International Energy Agency, approximately 14 million electric cars were sold in 2023, recording an increase of 35% in comparison to the previous year. Silicon wafers are essential for manufacturing the semiconductor devices used in electric vehicle powertrains, battery management systems, sensor arrays, and onboard computing systems for autonomous driving. For instance, according to an article published by Wafer World, the production of integrated circuits (ICs) for ADAS components, including cameras, LiDAR systems, and radar sensors, depends heavily on silicon wafers. These parts allow functions that make electric vehicles safer and more appealing to buyers, like autonomous emergency braking, adaptive cruise control, lane-keeping assistance, and pedestrian recognition. Apart from this, regulatory authorities around the world are implementing various regulations to boost the production and adoption of electric vehicles (EVs), which further drives the demand for silicon wafers used in EV components. In addition, they also offer subsidies, loans, tax credits, or rebates to manufacturers, which positively influence the silicon wafer price trends. For instance, in February 2024, the U.S. Department of Energy's (DOE) Loan Programs Office (LPO) announced a conditional commitment to SK Siltron CSS, LLC for an approximately USD 544 Million loan to expand manufacturing of high-quality silicon carbide (SiC) wafers for electric vehicle (EV) power electronics in the U.S.
300mm stands as the largest component in 2024, holding around 68.3% of the market. According to the silicon wafer market statistics, driven by the increasing demand for higher-performance semiconductors, which are essential for industries like electronics, automotive, and consumer goods. The 300mm wafers enable manufacturers to produce more chips per wafer, resulting in improved cost-efficiency and higher yields. Technological advancements in fabrication processes further support the growth of 300mm wafers, as they are compatible with the latest generation of integrated circuits and advanced packaging technologies. In April 2024, Renesas Electronics Corporation started its 300mm wafer fab for power semiconductors operations at its Kofu Factory, located in Kai City, Japan.
P-type leads the market with around 57.1% of the silicon wafer market share in 2024. P-type silicon wafers serve as the substrate for manufacturing integrated circuits (ICs). Additionally, these ICs are fundamental components in electronic devices, such as smartphones, computers, automotive electronics, etc. P-type wafers also provide the foundation for creating the necessary circuitry on the semiconductor material. The adoption of technologies, including electric vehicles (EVs), autonomous driving systems, and advanced driver assistance systems (ADAS), that rely on semiconductor components is bolstering the segment's growth. For instance, in March 2024, Imperial Solar Star, one of the solar manufacturers based in Cambodia, launched a P-type silicon wafer manufacturing plant.
Integrated circuits led the market with around 50.1% of the market share in 2024 due to their crucial role in modern electronic devices. As the demand for electronics like smartphones, computers, and consumer appliances increases, ICs are central to powering these technologies. Silicon wafers serve as the foundation for IC production, and their versatility in producing high-performance chips makes them indispensable. The rise of emerging technologies such as artificial intelligence, 5G, and the Internet of Things further drives the need for advanced ICs, which in turn boosts the demand for silicon wafers.
Solar leads the market with around 42.1% of the market share in 2024 due to the growing demand for renewable energy solutions. Silicon wafers are essential in the production of photovoltaic (PV) cells, which are the core components of solar panels. As global efforts to reduce carbon emissions intensify, the adoption of solar energy has surged, boosting the demand for high-quality silicon wafers. Technological advancements in solar cell efficiency and the scaling up of solar power installations worldwide further amplify this demand.
In 2024, Asia Pacific accounted for the largest silicon wafer market share of over 68.5%. According to the silicon wafer market outlook, the Asia Pacific region has been witnessing rapid industrialization and urbanization. This has led to an increased demand for electronic devices, semiconductors, and photovoltaic products. Moreover, the rising number of semiconductor manufacturing facilities and suppliers is also acting as another significant growth-inducing factor. For example, in February 2024, the Union Cabinet, chaired by the Prime Minister of India, approved the establishment of three semiconductor units under the Development of Semiconductors and Display Manufacturing Ecosystems in India. With the widespread adoption of advanced technologies, such as 5G, the Internet of Things (IoT), artificial intelligence (AI), and automotive electronics, there is a growing requirement for silicon wafers to produce integrated circuits, memory chips, sensors, and other semiconductor devices. For instance, in April 2024, Gstar launched the construction of a new silicon wafer facility in Jakarta, Indonesia, to drive technological innovation in the development of large-sized, thin-film, and fine-line silicon wafers.
United States Silicon Wafer Market Analysis
In 2024, the United States accounted for 84.4% of the market share in North America. The United States silicon wafer market is primarily driven by the growing demand for semiconductor devices across various industries such as electronics, automotive, telecommunications, and consumer goods. The increasing adoption of technologies such as artificial intelligence (AI) and the Internet of Things (IoT) has also significantly boosted the need for advanced semiconductors, which, in turn, fuels the demand for high-quality silicon wafers. Furthermore, the ongoing shift toward electric vehicles (EVs) and renewable energy systems, which require sophisticated power electronics, is significantly propelling industry expansion. According to recent industry reports, it is estimated that nearly 10% of the vehicles on American roads will be electric by 2030, equating to about 26.4 million EVs. Additionally, government initiatives aimed at strengthening domestic semiconductor production, such as the CHIPS Act, which provides incentives for U.S.-based semiconductor manufacturing, are expected to further enhance market development. Technological advancements in wafer production, including the development of larger-diameter wafers and the improvement of wafer-slicing techniques, are also contributing to industry expansion. Moreover, the increasing reliance on smartphones, computers, and consumer electronics, all of which depend on silicon-based components, continues to drive demand. As the global supply chain for semiconductors becomes more localized, the U.S. market is poised to see further growth.
Asia Pacific Silicon Wafer Market Analysis
The Asia Pacific silicon wafer market is expanding due to the region's increasing integration of advanced manufacturing techniques and automation in industries such as automotive, consumer electronics, and telecommunications. As automation and robotics become more prevalent, there is a rising demand for semiconductors that are essential for these technologies. For instance, in 2023, Asia accounted for 70% of all newly installed robots worldwide, as per the International Federation of Robotics (IFR). The robust expansion of the electric vehicle (EV) market in countries such as China and Japan is further boosting the demand for silicon wafers, as EVs rely heavily on power electronics. Additionally, the shift toward a more sustainable economy is also contributing to the growth of renewable energy solutions, which rely on advanced power management semiconductors made from silicon wafers. These factors, combined with the region's strategic supply chain and manufacturing dominance, continue to drive the market forward.
Europe Silicon Wafer Market Analysis
The Europe silicon wafer market is experiencing growth, fueled by the increasing demand for high-performance chips used in various applications such as automotive, medical devices, and renewable energy. One key driver is the shift toward the electrification of transportation, where silicon wafers are integral to power management systems in electric vehicles (EVs) and charging infrastructure. Moreover, Europe's strong commitment to sustainability and its goal to reduce carbon emissions has led to a higher demand for energy-efficient semiconductor devices, particularly in the context of smart grids and solar energy systems. The expansion of data centers and the growing need for energy-efficient devices in consumer electronics also contribute to industry expansion. According to a report published by the IMARC Group, the Europe data center market size is forecasted to grow at a CAGR of 9.23% during 2025-2033. Additionally, the rising trend of miniaturization in electronic devices is also contributing to the need for advanced silicon wafer technologies, as smaller and more efficient wafers are required for compact gadgets and wearables. The increasing focus on developing semiconductor fabrication capabilities within Europe, bolstered by public and private investments, is also helping to meet the region's demand and reduce reliance on external suppliers, thus supporting the expansion of the silicon wafer market in Europe.
Latin America Silicon Wafer Market Analysis
The Latin America silicon wafer market is significantly influenced by the region's expanding manufacturing and electronics industries. The rise in local production of consumer electronics, including smartphones, laptops, and wearables, is driving the demand for silicon wafers used in chips and processors. Additionally, the expansion of telecommunications infrastructure, particularly with the rollout of 5G networks, is increasing the demand for advanced semiconductors. As per recent industry reports, in Q3 2024, the number of 5G network connections in Latin America reached 67 million, recording a growth rate of 19%. Additionally, numerous governments in the region are promoting the development of the semiconductor industry through investments and incentives, supporting local manufacturing and reducing dependency on imports, which is further stimulating the Latin American silicon wafer market.
Middle East and Africa Silicon Wafer Market Analysis
The Middle East and Africa silicon wafer market is being propelled by growing investments in infrastructure and technology development across the region. As countries like the UAE and Saudi Arabia focus on diversifying their economies through digital transformation and smart cities, the demand for semiconductors, including silicon wafers, is rising. For instance, according to the IMARC Group, the Saudi Arabia smart cities market is expected to grow at a CAGR of 9.2% during 2025-2033. Additionally, increasing initiatives in renewable energy, particularly solar power, demand efficient power management systems, driving the need for advanced semiconductor components. As such, the Middle East renewable energy market is projected to grow at a CAGR of 13.53% during 2024-2032. Government-backed projects and investments in technology innovation hubs, stimulating the semiconductor industry in the region, are also among the significant silicon wafer market trends.