200mm 半导体的全球市场 - 预测期：2024-2030

2030年，全球200毫米半导体市场规模预计将达到58.603亿美元，2024-2030年预测期间复合年增长率为5.82%。

重点

• 北美在 200mm 半导体市场中呈现最高的成长率。半导体晶圆沉积和晶圆加工领域的扩张对于北美半导体蚀刻设备市场的成长至关重要。不断增加的晶片设计成本、新材料、更窄的晶片线宽以及对整合生产製程的需求正在推动记忆体製造商和代工厂加大对新型创新设备的投资。
• 例如，2022 年 2 月，Texas Instruments (TI) 详细计画在 2030 年在美国投资数十亿美元用于半导体晶片製造。Texas Instruments (TI) 宣布，计划到 2025 年每年在美国半导体晶片製造领域投资 35 亿美元，因为企业面临全球扩大产品数量所需的技术短缺问题。
• 2023年6月，STMicroelectronics与Sanan Optoelectronics成立合资公司，量产200mm SiC装置。该合资公司将支持中国对STMicroelectronics的碳化硅元件在工业电力和能源应用以及汽车电气化方面日益增长的需求。
• 韩国政府宣布计划在首尔南部建造全球最大的半导体群聚。Samsung计划在2042年投资2,280亿美元，其中包括兴建五座新工厂。

驱动因素－200mm半导体市场

穿戴式消费性电子设备的高采用率

由于电子产品的小型化、全球智慧型手机和穿戴式科技消费的增加，预计该市场将在整个预测期内稳步扩张。半导体材料薄片（称为半导体晶圆）用于製造积体电路、记忆体晶片和感测器等电子元件。电子设备在消费性电子、汽车、航空航太和医疗等各领域的使用不断增加，推动了对 200mm 半导体晶圆的需求。随着这些行业的不断扩张和技术创新的进步，对尖端半导体晶圆的需求不断增加。对更多整合电子产品的需求正在推动小型化。这是200mm半导体晶圆市场的主要驱动因素之一。此外，半导体晶圆在太阳能电池、积体电路、电磁电池、智慧型手机、平板电脑、智慧穿戴、微晶片、电晶体、二极体、整流器等领域的接受度不断提高，也支撑着半导体晶圆市场的扩张。

在研发、产能和技术进步方面的大量投资

研发方面的巨额投资和技术进步是200mm半导体市场的主要驱动因素。得益于半导体产业，电子、交通和自动化都取得了重大进步，半导体技术逐渐成为所有现代技术的支柱。该领域的发现和改进对所有下游技术产生直接影响。特别是，代工厂越来越多地投资基于硅晶圆的增强型封装技术。使用 2D 材料而不是硅来开发单晶片 3D 积体电路是代工厂商正在探索的一种提高电晶体密度的方法。例如，TSMC的 COWS 技术创造了世界上最大的硅中介层，在一个封装中容纳了两个极其强大的处理器和八个 HBM 记忆体。2022 年 9 月，全球碳化硅技术领导者 Wolfspeed, Inc. 宣布在北卡罗来纳州查塔姆县建设一座耗资数十亿美元的最先进材料製造工厂。Wolfspeed 宣布对一家专注于 200mm 晶圆的 SiC 材料製造工厂进行初始投资 13 亿美元。施工预计将于 2024 年完成。该厂将主要生产200毫米碳化硅晶圆。该晶圆比 150mm 晶圆大 1.7 倍，增加了每个晶圆的晶片数量，最终降低了装置成本。这些晶圆将供应给 Wolfspeed 的Mohawk Valley Fab，该工厂于今年稍早开业，是世界上第一家、最大且唯一的全自动 200 毫米碳化硅製造工厂。

本报告研究了全球 200mm 半导体市场，并提供了市场份额、驱动因素、细分市场、地区和主要参与者的分析。

目录

第一章 200mm半导体市场-市场概况

• 定义和范围

第 2 章 200mm 半导体市场 - 执行摘要

第三章 200mm半导体市场-现状

• 比较分析
  • 市占率分析 - 主要公司
  • 产品基准 - 主要公司
  • 5大财务分析
  • 专利分析-主要公司
  • 价格分析

第四章 200mm半导体市场-新创公司场景（高级）

• 主要新创公司分析
  • 投资
  • 收入
  • 市场份额
  • 市场规模及应用分析
  • 创投和融资场景

第五章 200mm半导体市场-产业市场进入场景（进阶）

• 监理框架概述
• 新业务及营商便利度指标
• 成功企业案例研究
• 客户分析－各大公司

第六章 200mm 半导体市场 - 市场因素

• 市场驱动力
• 市场制约因素
• 市场机会
• 波特五力分析模型

第7章200mm半导体市场-策略分析

• 价值链分析
• 机会分析
• 供应商和经销商分析

第 8 章 200mm 半导体市场 – 依半导体晶圆型

• 未掺杂200mm半导体晶圆
• 掺杂200mm半导体晶圆

第 9 章 200mm 半导体市场 – 依产品类型

• 200mm碳化硅晶圆
• 200mm硅片

第 10 章 200mm 半导体市场 – 依应用分类

• 模拟
• 显示驱动程式
• 电源管理IC
• 射频设备
• 其他

第 11 章 200mm 半导体市场 – 依最终用户分类

• 沟通
• 消费类电子产品
• 汽车
• 行业
• 其他

第 12 章 200mm 半导体市场 – 按地区

• 北美
  • 美国
  • 加拿大
  • 墨西哥
• 南美洲
  • 巴西
  • 阿根廷
  • 哥伦比亚
  • 南美洲其他地区
• 欧洲
  • 英国
  • 德国
  • 义大利
  • 法国
  • 俄罗斯
  • 欧洲其他地区
• 亚太地区
  • 中国
  • 日本
  • 韩国
  • 印度
  • 澳大利亚/纽西兰
  • 亚太其他地区
• 其他地区
  • 中东
  • 非洲

第13章200mm半导体市场-熵

• 新产品发布
• 併购、联盟、合资、合伙

第14章 200mm半导体市占率分析（进阶）

• 市场份额 - 主要参与者：按国家/地区划分
• 市场占有率 - 主要参与者：按地区
• 市场占有率 - 主要参与者：依产品类型/产品类别
• 全球市场占有率 - 主要参与者
• 公司最佳实践

第 15 章 200mm 半导体市场 – 按国家划分的（优质）公司列表

第十六章 200mm半导体市场公司分析（公司营收、产品、併购、发展）

• STMicroelectronics
• Infineon Technologies
• Texas Instruments
• SMIC
• NXP Semiconductors
• ON Semi
• Toshiba
• Wolfspeed, Inc
• Mitsubishi Electric Corporation
• Robert Bosch GmbH

The 200mm Semiconductor market size is forecast to reach USD 5,860.3 million by 2030, after growing at a CAGR of 5.82% during the forecast period 2024-2030. A 200mm semiconductor typically refers to the diameter of the silicon wafers used in semiconductor manufacturing. The term specifically indicates that the wafers have a diameter of 200 millimeters or approximately 7.87 inches. These wafers are a standardized size used in the fabrication of integrated circuits and other semiconductor devices.There is a sustained demand for 200mm wafers in various industries, including automotive,industrial, and consumer electronics. These sectors often require components and chips that can be efficiently manufactured on 200mm wafers.

Report Coverage

The report, "200mm Semiconductor Market- Forecast (2024-2030)", by IndustryARC, covers an in-depth analysis of the following segments of 200mm Semiconductor.

By Semiconductor wafers Type: Undoped 200mm Semiconductors Wafers, Doped 200mm semiconductor wafers

By Product Type: 200mm Silicon Carbide Wafer, 200mm Silicon Wafer

By Application: Analog, Display Drivers, Power Management ICs (PMICs), RF Devices And Others

By End User: Communication, Consumer Electronics, Automotive, Industrial Others

By Geography: North America, South America, Europe, APAC, Middle East & Africa

Key Takeaways

• North America signifies the fastest growth rate in the 200mm Semiconductor market. The expansion of the semiconductor wafer deposition and wafer processing sectors is critical to the growth of the semiconductor Etch Equipment market in North America. Because of increased chip design costs, new materials, narrower linewidths on a chip, and the need for integrated production processes, memory makers and foundries increasingly focus on investing in newer and more creative equipment.
• Texas Instruments, for instance, detailed its plan to invest billions in U.S. semiconductor chip manufacture through 2030 in February 2022. Texas Instruments announced plans to invest $3.5 billion per year in semiconductor chip manufacturing in the United States through 2025, as businesses confront a global shortage of the technology required for an expanding number of goods.
• In June 2023, A Joint Venture between STMicroelectronics and Sanan Optoelectronics will be established to produce high-volume 200mm SiC devices. JV will assist China's growing need for STMicroelectronics SiC devices for industrial power and energy applications, as well as automobile electrification.
• South Korean officials have unveiled plans to build the world's largest semiconductor cluster south of Seoul. Samsung would invest $228 billion until 2042, including the construction of five new fabs.

By Semiconductors wafers Type - Segment Analysis

Doped 200mm semiconductor wafers led the market with a 78% market share in 2022 andare predicted to increase at the same pace owing to their ability to modify the conductivit of the material. Since more sophisticated electronics are being used in a wider range of applications, including consumer electronics, industrial automation, and automotive, the market for highly doped silicon wafers has expanded dramatically in recent years. The demand for Analog ICs that require 200mm semiconductor wafers is predicted to drive the growth of the doped 200mm semiconductor wafers market during the forecast period 2024-2030. Moreover, the rapid advancement of IoT necessitates the growth of ICs in a variety of domains such as information systems, health care, and energy management. Analog circuits and integration technologies have made significant contributions in these sectors in recent years.

By Product Type- Segment Analysis

• 200mm Silicon Wafers occupied a dominant position in the 200mm Semiconductor market in 2023 with a market share of 60%. The semiconductor industry is always improving integrated circuit performance by moving toward smaller technology nodes. Larger wafer sizes are usually required for the move to lower nodes, and 200-mm (8-inch) silicon wafers are an important intermediary step between the more traditional 150-mm (6-inch) silicon wafers and the more prevalent 300-mm (12-inch) silicon wafers. According to the SEMI Silicon Manufacturers Group (SMG) in its year-end silicon wafer industry analysis, global silicon wafer sales rose 3.9% year over year in 2022 to 14,713 million square inches (MSI), and wafer revenue jumped 9.5% year over year to US$13.8 billion. Revenues and shipments both beat the 2021 record. 200-mm shipments in 2022 were fueled in part by the 5G rollout and the automotive, industrial, and IoT markets. These factors drive the 200 mm semiconductor market growth.

By Application-Segment Analysis

The Power Management ICs (PMICs ) accounted for the largest share with a market share of 35% in 2023. As major players are trying to push the boundaries of power through new process, packaging, and circuit design technologies-including the incorporation of 200 mm semiconductors to deliver devices that are appropriate for the application-the market for Power Management Integrated Circuits has been growing. The development of automobiles and their manufacture is another factor fueling the demand for small, energy-efficient electronics. Some of the main factors driving the need for power management integrated circuits (ICs) in the automotive industry are the expanding production of automobiles and the addition of advanced features. The growth of the 200mm semiconductors market is driven by the PMICS that are used in automotive applications. For example, the International Energy Agency (IEA) estimates that there will be about 25.9 million electric vehicles globally in 2022. In that year, approximately 69.5% of plug-in electric vehicles were all-electric.

By End User - Segment Analysis

Consumer Electronics occupied a dominant position with a market share of 38% in the 200mm Semiconductor market in 2023. Numerous 200mm semiconductor components, including memory chips, power management ICs, sensors, and microcontrollers, are utilized in consumer electronics and are produced utilizing well-proven, well-established techniques that are tailored for 200mm wafers. Smaller, more compact components are frequently required for consumer devices. The 200mm wafer size is ideal for creating tiny semiconductor devices that match the form factors of contemporary electronics, such as wearables, tablets, smartphones, and Internet of Things gadgets. For instance, According to Invest India, India's exports of electronic items grew at a 30% compound annual growth rate, from $5 billion in FY17 to $24 billion in FY23. By FY26, the nation's electronics exports are predicted to total $120 billion. By FY26, India is predicted to have a $1 trillion digital economy. India's electronics sector is currently estimated to be worth $155 billion, of which 65% is produced domestically. The market for 200mm semiconductors has been made possible by the thriving consumer electronics sector.

By Geography - Segment Analysis

The APAC region in the 200mm Semiconductor market is dominated the market with the market share of 35% in 2023. APAC Countries such as China, Japan, and Korea driving the market. For instance, China is predicted to contribute the most to the 200mm capacity boost, with a 22 percent increase. China is expected to have a large proportion of 200mm semiconductor capacity by 2023. China's primary strengths include a significant chip market demand, a high number of qualified engineers in chip design and logic process technologies, and government assistance. The essential inputs, EDA, and especially capital equipment are China's industrial shortcomings. The US-China tech conflict is likely to force global semiconductor makers to break production, design, and sales into separate organizations. The COVID-19 epidemic is anticipated to hasten the long-term movement of low-value-added manufacturing away from China and toward Southeast Asia. As a result, OEM and ODM diversification is ongoing. China has a "Big Fund" of $50 billion for the growth of its domestic semiconductor industry, which will be leveraged in two phases. Nonetheless, it may not be large enough in the long run to generate the required cash.

Drivers - 200mm Semiconductor Market

High Adoption of Wearable Consumer Electronics Devices:

The Global market for 200mm semiconductors is expected to increase steadily throughout the forecast period, owing to the miniaturization of electronic products and the increasing global consumption of smartphones and wearable technology. Thin slices of semiconductor material known as semiconductor wafers are used to create electronic components like integrated circuits, memory chips, and sensors. The increasing use of electronic devices across a range of sectors, including consumer electronics, automotive, aerospace, and healthcare, is driving up demand for 200mm semiconductor wafers. The demand for cutting-edge semiconductor wafers is rising along with these industries' continued expansion and innovation. The necessity for more integrated electronics has resulted in increased miniaturization. This is one of the primary drivers of the 200mm semiconductor wafer market. Furthermore, the growing acceptance of semiconductor wafers in solar cells, integrated circuits, electromagnetic cells, smartphones, tablets, smart wear, microchips, transistors, diodes, andrectifiers is likely to drive semiconductor wafer market expansion.

Significant Investments in R&D, Production Capacity, and Technological Advancements:

Significant investments in R&D and technological advancements are the key drivers of the 200mm semiconductors market. Electronics, transportation, and automation have all witnessed great advances, owing in large part to the semiconductor sector, with semiconductor technology emerging as the backbone of all modern technologies. The discoveries and improvements in this discipline have a direct impact on all downstream technologies. In particular, silicon wafer-based enhanced packaging techniques, foundries are investing more and more. The development of monolithic three-dimensional integrated circuits using two-dimensional materials rather than silicon is one method being investigated by foundry vendors to increase transistor density. For instance, the chip on wafer on substrate (COWS) technology from TSMC created the largest silicon interposer in the world, housing two extremely powerful processors along with eight HBM memory devices in a single package. In September 2022, Wolfspeed, Inc., one of the global leaders in Silicon Carbide technology, announced it will build a new, state-of-the-art, multi-billion-dollar Materials manufacturing facility in Chatham County, North Carolina. Wolfspeed announced a $1.3B investment initially for a SiC materials manufacturing facility, primarily 200mm wafers. The phase construction is anticipated to be complete in 2024. The facility will primarily produce 200mm Silicon Carbide wafers, which are 1.7x larger than 150mm wafers, translating into more chips per wafer and ultimately, lower device costs. These wafers will be used to supply Wolfspeed's Mohawk Valley Fab, which opened earlier this year as the world's first, largest, and only fully automated 200mm Silicon Carbide fabrication facility.

Challenges - 200mm Semiconductor Market

Growing Environmental Concerns to Restrain Market Growth:

About 2 million integrated circuits are typically produced each month in a typical semiconductor facility, using more than 20 million gallons of water. Industrial wastewater must ultimately be discharged in order for this to occur. Wafer producers also use a lot of hazardous chemicals that are bad for the environment. As a result, producers are receiving a lot of criticism from authorities and environmentalists, which is anticipated to limit the long-term growth potential of 200mm semiconductor wafers globally. High-frequency limitations are also leading to environmental issues. Manufacturing processes that are precise and dependable are commonly required for high-frequency applications. Even minor adjustments to factors like doping concentration, oxide thickness, or etching depth can have a big effect on performance in high-frequency devices. Heat dissipation is the main challenge in high-frequency applications. To prevent device degradation or failure as frequency and power densities increase, effective thermal management is essential.

While the semiconductor industry faces significant challenges in terms of sustainability, it is taking steps to address these issues and move towards a more sustainable future. For instance, STMicroelectronics Published a 2023 Sustainability Report. The company is track to become carbon neutral by 2027 with global sourcing of electricity from renewable energy growing to 62% in 2022, from 51% in 2021.

One of the challenges is the high expense of converting to renewable energy sources. While solar electricity has the potential to be incredibly successful, it is presently somewhat pricey. To make solar electricity more inexpensive, the semiconductor sector will need to invest in research and development

Market Landscape

In 2022, the top ten players in the 200mm Semiconductor market share accounted for 54.2% of the share. Major players in the 200mm Semiconductor market are STMicroelectronics, Infineon, Texas Instruments, SMIC, Vanguard, NXP, ON Semi, Toshiba, Wolfspeed, Inc, Mitsubishi Electric Corporation, Robert Bosch GmbH and Others.

Developments:

• In August 2023, Infineon plans to construct the largest 200-millimeter SiC Power Fab in the world in Kulim, Malaysia. By the end of the decade, this facility could generate roughly seven billion euros in revenue.
• In October 2022, to meet the growing demand for Silicon Carbide (SiC) substrates from ST's customers in the automotive and industrial sectors as they move toward electrification and higher efficiency, STMicroelectronics planned to construct an integrated SiC substrate manufacturing facility in Italy.
• UMC acquired Toshiba's Fab1 and Fab2 200mm fabs for less than NT$10 billion to increase its operating scale. Through this acquisition, UMC will increase its footprint in Japan in 2020.

Table of Contents

1. 200mm Semiconductors Market- Market Overview

• 1.1 Definitions and Scope

2. 200mm Semiconductors Market- Executive Summary

3. 200mm Semiconductors Market- Landscape

• 3.1 Comparative analysis
  • 3.1.1 Market Share Analysis- Top Companies
  • 3.1.2 Product Benchmarking- Top Companies
  • 3.1.3 Top 5 Financials Analysis
  • 3.1.4 Patent Analysis- Top Companies
  • 3.1.5 Pricing Analysis

4. 200mm Semiconductors Market - Startup companies Scenario Premium Premium

• 4.1 Top Startup Company Analysis by
  • 4.1.1 Investment
  • 4.1.2 Revenue
  • 4.1.3 Market Shares
  • 4.1.4 Market Size and Application Analysis
  • 4.1.5 Venture Capital and Funding Scenario

5. 200mm Semiconductors Market - Industry Market Entry Scenario Premium Premium

• 5.1 Regulatory Framework Overview
• 5.2 New Business and Ease of Doing business index
• 5.3 Case studies of successful ventures
• 5.4 Customer Analysis - Top companies

6. 200mm Semiconductors Market- Market Forces

• 6.1 Market Drivers
• 6.2 Market Constraints
• 6.3 Market Opportunities
• 6.4 Porters Five Force Model
  • 6.4.1 Bargaining power of suppliers
  • 6.4.2 Bargaining powers of customers
  • 6.4.3 Threat of New Entrants
  • 6.4.4 Rivalry among existing players
  • 6.4.5 Threat of Substitutes

7. 200mm Semiconductors Market-Strategic Analysis

• 7.1.1 Value Chain Analysis
• 7.1.2 Opportunity Analysis
• 7.1.3 Supplier and Distributors Analysis

8. 200mm Semiconductors Market- By Semiconductor Wafers Type (Market Size -$Billion)

• 8.1 Undoped 200mm Semiconductors Wafers
• 8.2 Doped 200mm Semiconductors Wafers

9. 200mm Semiconductors Market- By Product Type (Market Size -$Billion)

• 9.1 200mm Silicon Carbide Wafer
• 9.2 200mm Silicon Wafer

10. 200mm Semiconductors Market- By Application (Market Size -$Billion)

• 10.1 Analog
• 10.2 Display Drivers
• 10.3 Power Management ICs (PMICs)
• 10.4 RF Devices
• 10.5 Others

11. 200mm Semiconductors Market- By End User (Market Size -$Billion)

• 11.1 Communication
• 11.2 Consumer Electronics
• 11.3 Automotive
• 11.4 Industrial
• 11.5 Others

12. 200mm Semiconductors Market - By Geography (Market Size -$Billion)

• 12.1 North America
  • 12.1.1 U.S.
  • 12.1.2 Canada
  • 12.1.3 Mexico
• 12.2 South America
  • 12.2.1 Brazil
  • 12.2.2 Argentina
  • 12.2.3 Colombia
  • 12.2.4 Rest of South America
• 12.3 Europe
  • 12.3.1 U.K
  • 12.3.2 Germany
  • 12.3.3 Italy
  • 12.3.4 France
  • 12.3.5 Russia
  • 12.3.6 Rest of Europe
• 12.4 Asia Pacific
  • 12.4.1 China
  • 12.4.2 Japan
  • 12.4.3 South Korea
  • 12.4.4 India
  • 12.4.5 Australia & New Zealand
  • 12.4.6 Rest of Asia Pacific
• 12.5 RoW
  • 12.5.1 Middle East
  • 12.5.2 Africa

13. 200mm Semiconductors Market- Entropy

• 13.1 New Product Launches
• 13.2 M&A's, Collaborations, JVs and Partnerships

14. 200mm Semiconductors Market Share Analysis Premium

• 14.1 Market Share by Country- Top companies
• 14.2 Market Share by Region- Top companies
• 14.3 Market Share by type of Product / Product category- Top companies
• 14.4 Market Share at global level- Top companies
• 14.5 Best Practices for companies

15. 200mm Semiconductors Market - List of Key Companies by Country Premium

16. 200mm Semiconductors Market Company Analysis

(Company Revenue, Products, M&A, Developments)

• 16.1 STMicroelectronics
• 16.2 Infineon Technologies
• 16.3 Texas Instruments
• 16.4 SMIC
• 16.5 NXP Semiconductors
• 16.6 ON Semi
• 16.7 Toshiba
• 16.8 Wolfspeed, Inc
• 16.9 Mitsubishi Electric Corporation
• 16.10 Robert Bosch GmbH

"*Financials would be provided on a best-efforts basis for private companies"