半导体市场：趋势、机会与竞争分析 [2024-2030]

预计2030年全球半导体市场将达8,849亿美元，2024年至2030年复合年增长率为5.6%。该市场的主要驱动力是由于供不应求、无线通讯的成长、汽车先进安全功能的需求增加以及网路连接设备的成长而导致的半导体价格上涨。全球半导体市场的未来看起来很有吸引力，通讯、消费性电子、汽车和工业领域都充满机会。

对产业动态产生直接影响的新兴趋势包括基于人工智慧的半导体的发展以及自动驾驶技术对半导体的需求增加。

Lucintel 预测，由于智慧型手机、平板电脑和其他个人媒体设备对记忆体 IC 的需求增加，积体电路仍将是最大的细分市场。由于汽车中 ADAS（高级驾驶辅助系统）的需求不断增加以及消费者对物联网设备的偏好不断增加，预计感测器在预测期内将出现最高增长。

由于对无线通讯技术的需求不断增长，通讯将继续成为最大的最终用途。由于市场从 COVID-19 中復苏以及汽车电子含量的增加，预计汽车行业将在预测期内实现最高增长。

由于物联网 (IoT) 的日益普及、每辆车的电子含量不断增加，以及中国、台湾和印度等国家/地区工业自动化的扩展，亚太地区将在预测期内继续成为最大的地区。由于汽车电子和工业电子市场的成长，预计北美在预测期内将出现最高的成长。

目录

第一章执行摘要

第二章 市场背景及分类

• 简介、背景、分类
• 供应链
• 驱动因素与挑战

第三章 2018-2030年市场趋势及预测分析

• 宏观经济趋势和预测
• 全球半导体市场趋势及预测
• 按元件分類的全球半导体市场
  • 积体电路
    • 模拟
    • 微处理器
    • 逻辑
    • 记忆
  • 离散半导体
  • 光电子学
  • 感应器
• 全球半导体市场按应用
  • 人工智慧
  • 其他的
• 按最终用途行业分類的全球半导体市场
  • 沟通
    • 有线
    • 无线的
  • 消费性电子产品
  • 汽车电子
  • 个人电脑/电脑
  • 工业及其他

第四章 区域市场趋势及预测分析

• 全球半导体市场按地区划分
• 北美半导体市场
• 欧洲半导体市场
• 亚太半导体市场
• 其他地区的半导体市场

第五章 竞争分析

• 产品系列分析
• 市场占有率分析
• 地理范围
• 波特五力分析

第六章 成长机会与策略分析

• 成长机会分析
  • 按元件分類的半导体市场的成长机会
  • 最终用途产业的半导体市场成长机会
  • 区域半导体市场成长机会
• 全球半导体市场新趋势
• 战略分析
  • 新产品开发
  • 全球半导体市场的併购和合资企业
  • 认证和许可
  • 产能扩张

第七章主要企业概况

• Samsung Electronics
• Intel
• SK Hynix
• Qualcomm
• Broadcom
• Texas Instruments
• NXP Semiconductor
• Micron Technology
• Nvidia
• STMicroelectronics

The future of the global semiconductor market looks attractive with opportunities in the communication, consumer electronics, automotive, and industrial sectors.The global semiconductor market is expected to reach $884.9 billion by 2030 with a CAGR of 5.6% from 2024 to 2030. The major drivers for this market are increasing price of semiconductor due to supply shortage, growth in wireless communication, increasing demand for advanced safety features in automotive, and growth in internet connected devices.

Emerging trends, which have a direct impact on the dynamics of the industry, include development of artificial intelligence based semiconductors and increasing demand for semiconductor in autonomous driving technology. Samsung Electronics, Intel, SK Hynix, Qualcomm, Broadcom, Micron, Texas Instrument, Microchip, Stmicroelectronics, and NXP Semiconductors are some of the major semiconductor manufacturers.

A total of 98 figures / charts and 60 tables are provided in this 219-page report to help in your business decisions. A sample figure with insights is shown below.

The study includes trends and forecast for the global semiconductor market by end use industry, device, application, and region as follows:

By Device [Billion Units and $B shipment analysis from 2018 to 2030]:

• Integrated Circuit
• Memory
• Logic
• Micro
• Analog
• Discrete
• Optoelectronics
• Sensors

By End Use [Billion Units and $B shipment analysis from 2018 to 2030]:

• Communication
• Wired
• Wireless
• Consumer Electronics
• Automotive Electronics
• PC/Computer
• Industrial and Others

By Application [Billion Units and $B shipment analysis from 2018 to 2030]:

• Artificial Intelligence
• Others

By Region [Billion Units and $B shipment analysis for 2018 to 2030]:

• North America
• United States
• Canada
• Mexico
• Europe
• Germany
• France
• United Kingdom
• Asia Pacific
• China
• Taiwan
• South Korea
• Japan
• India
• The Rest of the World

Lucintel forecasts that integrated circuit will remain the largest segment due to increasing demand for memory ICs in smartphones, tablet PCs, and other personal media devices. Sensor is expected to witness the highest growth over the forecast period due to the increasing demand for advanced driver assistance system in automotive and growing consumer preference for IoT-enabled devices.

Communication will remain the largest end use due to an increasing demand for wireless communication technology. The automotive segment is expected to witness the highest growth over forecast period due market recovery from COVID-19 and increasing electronics content in automotive.

APAC will remain the largest region over the forecast period due to a growing adoption of IoT (internet of things), increasing electronic content per vehicles, and growing industrial automation in countries such as China, Taiwan, and India. North America is expected to witness the highest growth over the forecast period due to growth in the automotive electronics and industrial electronics market.

Features of the Global Semiconductor Market

• Market Size Estimates: Global semiconductor market size estimation in terms of value ($B) and by volume (billion units) shipment.
• Trend And Forecast Analysis: Market trends (2018-2023) and forecast (2024-2030) by various segments and regions.
• Segmentation Analysis:Global semiconductor market size by various segments, such as end use industry, device, application, and region.
• Regional Analysis: Global semiconductor market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis on growth opportunities in different end use industry, application, device,, and regions for the semiconductor market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape for the global semiconductor market.
• Analysis of competitive intensity of the industry based on Porter's Five Forces model.

This report answers following 11 key questions

• Q.1 What are some of the most promising, high-growth opportunities for the global semiconductor market by product (integrated circuit, discrete semiconductor, optoelectronics, and sensor), application (communication, consumer electronics, automotive electronics, pc/computer, industrial and others), by technology (artificial intelligence and others), and by region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q. 2 Which segments will grow at a faster pace and why?
• Q.3 Which regions will grow at a faster pace and why?
• Q.4 What are the key factors affecting market dynamics? What are the drivers and challenges of the market?
• Q.5 What are the business risks and threats to the market?
• Q.6 What are the emerging trends in this market and reasons behind them?
• Q.7 What are some changing demands of customers in the market?
• Q.8 What are the new developments in the market? Which companies are leading these developments?
• Q.9 Who are the major players in this market? What strategic initiatives are being implemented by key players for business growth?
• Q.10 What are some of the competitive products and processes in this area and how big of a threat do they pose for loss of market share via product substitution?
• Q.11 What M&A activity has occurred in the last 5 years?

Table of Contents

1. Executive Summary

2. Market Background and Classifications

• 2.1: Introduction, Background, and Classification
• 2.2: Supply Chain
• 2.3: Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1: Macroeconomic Trends and Forecast
• 3.2: Global Semiconductor Market Trends and Forecast
• 3.3: Global Semiconductor Market by Device
  • 3.3.1: Integrated Circuits
    • 3.3.1.1: Analog
    • 3.3.1.2: Microprocessor
    • 3.3.1.3: Logic
    • 3.3.1.4: Memory
  • 3.3.2: Discrete Semiconductor
  • 3.3.3: Optoelectronics
  • 3.3.4: Sensors
• 3.4: Global Semiconductor Market by Application
  • 3.4.1: Artificial Intelligence
  • 3.4.2: Others
• 3.5: Global Semiconductor Market by End Use Industry
  • 3.5.1: Communication
    • 3.5.1.1: Wired
    • 3.5.1.2: Wireless
  • 3.5.2: Consumer Elecronics
  • 3.5.3: Automotive Electronics
  • 3.5.4: PC/Computer
  • 3.5.4: Industrial and Others

4. Market Trends and Forecast Analysis by Region

• 4.1: Global Semiconductor Market by Region
• 4.2: North American Semiconductor Market
  • 4.2.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.2.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.2.3: United States Semiconductor Market
  • 4.2.4: Canadian Semiconductor Market
  • 4.2.5: Mexican Semiconductor Market
• 4.3: European Semiconductor Market
  • 4.3.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.3.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.3.3: German Semiconductor Market
  • 4.3.4: UK Semiconductor Market
  • 4.3.5: French Semiconductor Market
• 4.4: APAC Semiconductor Market
  • 4.4.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.4.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.4.3: Chinese Semiconductor Market
  • 4.4.4: Taiwanese Semiconductor Market
  • 4.4.5: South Korean Semiconductor Market
  • 4.4.6: Japanese Semiconductor Market
  • 4.4.7: Indian Semiconductor Market
• 4.5: ROW Semiconductor Market
  • 4.5.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.5.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Market Share Analysis
• 5.3: Geographical Reach
• 5.4: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global Semiconductor Market by Device
  • 6.1.2: Growth Opportunities for the Global Semiconductor Market by End Use Industry
  • 6.1.3: Growth Opportunities for the Global Semiconductor Market by Region
• 6.2: Emerging Trends of the Global Semiconductor Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Mergers, Acquisitions, and Joint Ventures in the Global Semiconductor Market
  • 6.3.3: Certification and Licensing
  • 6.3.4: Capacity Expansion

7. Company Profiles of Leading Players

• 7.1: Samsung Electronics
• 7.2: Intel
• 7.3: SK Hynix
• 7.4: Qualcomm
• 7.5: Broadcom
• 7.6: Texas Instruments
• 7.7: NXP Semiconductor
• 7.8: Micron Technology
• 7.9: Nvidia
• 7.10: STMicroelectronics