集成电路市场 - 增长、趋势、COVID-19 的影响、预测 (2023-2028)

集成电路市场是信息技术产业的核心产业，是支撑经济社会发展的基础性、战略性、先导性产业。

顺应市场需求，近年来集成电路产业快速发展，综合能力不断提升。 集成电路的设计与製造紧跟世界发展步伐。

主要亮点

• 全球集成电路产业正进入变革调整的关键时期。 全球市场秩序加速进入调整期，投资大幅增加，市场份额向优势企业集中。
• IoT（物联网）、云计算和大数据等新趋势正在快速推进，有望引领集成电路技术走向新的方向。
• 地方政府正在扩大对发展国内 IC 产业生态系统的支持。 例如，中国正在积极建设新的晶圆厂产能，并通过引入中国集成电路投资基金加速建设。 根据 SEMI 中国的数据，这些投资已见成效，中国晶圆产能市场份额从 2010 年的 9% 迅速增长到 2020 年的 17%。
• 在家工作、封锁和转向电子商务推动了对高科技产品的需求激增。 IC市场参与者在过去几年没有预料到如此巨大的需求。 新工厂的建设耗资数十亿美元，并需要数年时间才能投产。 由于出乎意料的快速增长，由于製造能力的限制，全球范围内出现了 IC 短缺。 预计市场将在 2023 年后正常化。
• COVID-19 大流行影响了集成电路行□□业的多个领域。 运输中断、边境关闭和普遍的不确定性扰乱了全球供应链并阻碍了 IC 生产。 COVID-19 暴露了供应链中的许多漏洞。

集成电路市场趋势

增加工厂产能以满足激增的需求

• 根据行业组织 SEMI 于 2021 年 5 月发布的晶圆厂调查，全球芯片製造商预计到 2024 年每月生产 660 万片晶圆。 这一预测反映了对 200 毫米晶圆厂设备的大量投资，预计到 2021 年将接近 40 亿美元，比 2012 年至 2019 年的超过 20 亿美元翻了近一倍。
• 例如，2021 年 8 月，晶圆代工厂芯恩（青岛）集成电路有限公司在青岛开始生产 8 英寸硅片，同时也在测试一条新的 12 英寸生产线。 此外，2021年9月，中芯国际宣布投资88.7亿美元在上海建设芯片製造厂。 该公司的计划专注于 28 纳米及以上工艺节点的集成电路代工和技术服务。
• 同样，英特尔有雄心勃勃的资本支出计划。 2021年3月，英特尔宣布计划投资200亿美元在美国亚利桑那州新建两座晶圆厂。
• 各种新的市场参与者也在专注于提高他们的製造能力。 例如，2021 年 10 月，PragmatIC Semiconductor 获得了 8000 万美元的 C 轮投资。 这笔资金旨在在英格兰东北部建造第二家 FlexLogIC 工厂，旨在满足对超低成本柔性集成电路 (FlexIC) 不断增长的需求。

亚太地区预计将以最高复合年增长率增长

• 亚太地区集成电路市场的增长是智能手机的主要市场之一，该地区对可再生能源、汽车（尤其是电动汽车）和其他各个领域的投资不断增长，这与终端相关用户增长。
• 此外，中国、韩国和日本正在将各种各样的电子设备转移到中国，与其他国家/地区相比，半导体元件的消费量正在迅速增长。 此外，IC 设计是中国集成电路行□□业中最大的部门，专注于低利润的消费应用到汽车、物联网 (IoT)、加密货币挖矿和人工智能 (AI) 增长市场等先进市场。它已经发展包括计算机和通信半导体。
• 随着中国经济的稳步增长，云计算、5G、物联网、人工智能 (AI) 和智能网联汽车等新应用，预计中国集成电路市场的需求将继续增长。是
• 中国工业和信息化部电子信息司司长乔跃山表示，“十三五”期间，中国集成电路产业增速将是全球增速的四倍。记录。
• 此外，该地区的其他国家（如印度）已采取重要措施来吸引对该国的投资，我们打算鼓励和吸引投资以在印度建立晶圆厂。. 政府已发布意向书 (EoI)，要求在该国建立/扩建现有的半导体晶圆/设备製造设施。

集成电路市场竞争分析

集成电路市场竞争激烈，参与者众多。 市场参与者正在采取各种策略，例如产品创新、併购。 此外，IC 製造工艺的进步提供了更复杂的应用，新进入者正在增加其市场占有率并扩大其在新兴国家/地区的业务。

• 2022 年 3 月 - 为航空航天、国防、医疗和工业应用提供关键任务微电子元件和服务的全球供应商 Micros Components 宣布与 Apogee Semiconductor 合作，Apogee Semiconductor 是一家耐辐射工程半导体供应商。 Micros 和 Apogee Semiconductor 提供的产品包括各种外形规格的接口、逻辑和转换 IC。
• 2021 年 8 月 - Analog Devices, Inc. (ADI) 宣布完成其先前宣布的对 Maxim Integrated Products 的收购。 此次合併有望巩固 ADI 其他公司作为高性能模拟半导体公司的地位。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 研究假设和市场定义
• 调查范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 工业价值链分析
• 产业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动因素
  • 智能手机、平板电脑和消费电子产品的扩张
  • Fab 增加资本投资以提高产能
• 市场製约因素
  • 芯片尺寸缩小导致製造过程复杂

第 6 章市场细分

• 按类型
  • 数字集成电路
  • 模拟集成电路
  • 混合信号 IC
• 按产品类型
  • 通用集成电路
  • 专用 IC
• 按行业
  • 消费类电子产品
  • 车载
  • IT/通讯
  • 製造和自动化
  • 其他行业（医疗保健、航空航天和国防等）
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第七章竞争格局

• 公司简介
  • Intel Corporation
  • Texas Instruments Inc
  • Analog Devices Inc
  • Infineon Technologies AG
  • STMicroelectronics N.V.
  • NXP Semiconductors N.V.
  • On Semiconductor Corporation
  • Microchip Technology Inc
  • Renesas Electronics Corporation
  • MediaTek Inc.

第8章 投资分析

第9章 市场未来性

The Integrated Circuits Market is the core of the Information Technology (IT) industry; it is a basic, strategic, and leading industry supporting economic and social development. With market demand, the integrated circuit industry has been experiencing rapid growth and improved general competency in recent years. The integrated circuit design and manufacturing industry have been keeping pace with global development.

Key Highlights

• The Global Integrated Circuits industry is undergoing an important phase of transformation and adjustment. The global market order has been going through an accelerated adjustment period, investment volumes are substantially increasing, and market share is becoming concentrated among dominant companies.
• New trends such as the Internet of Things (IoT), cloud computing, and big data are progressing rapidly, which is expected to lead integrated circuit technology in new directions.
• Regional governments are extending their support to develop their national IC industry ecosystem. For instance, China has been aggressively building new fab capacities, accelerated by the introduction of the China Integrated Circuit Investment Fund. According to SEMI China, these investments are paying off, as China's wafer fab capacity market share surged from 9% in 2010 to 17% in 2020.
• The surge in demand for high-tech products was further accelerated by working from home, lockdown, and a shift to e-commerce. IC market players didn't expect this tremendous demand in the last few years. Building new fabs cost billions of dollars and took years to operational; the unexpected surge caused a global shortage of ICs due to limited manufacturing capacity. The market is expected to normalize not until 2023.
• The COVID-19 pandemic has impacted multiple sectors of the Integrated Circuits industry. The global supply chain was disrupted owing to transport stoppages, border closures, and general uncertainty leading to challenges in IC production. COVID-19 exposed many vulnerabilities in the supply chain.

Integrated Circuits Market Trends

Increasing Fab Capacities to meet Surging Demands

• According to a fab survey released in May 2021 by the industry group SEMI, Global chip manufacturers are forecasted to produce a record 6.6 million wafers every month by 2024. That forecast reflected substantial investments in 200-mm fab equipment, which is expected to approach USD 4 billion in 2021, nearly doubling since hovering above USD 2 billion between 2012 and 2019.
• For instance, in August 2021, SiEn (Qingdao) Integrated Circuits Co, a foundry, started production of 8-inch silicon wafers in Qingdao and tested a new 12-inch production line. Moreover, in September 2021, Semiconductor Manufacturing International Corp (SMIC) announced an investment of USD 8.87 billion in building a chip manufacturing plant in Shanghai. The company's plan has been focused on integrated circuit foundry and technology services on process nodes for 28 nanometers and above.
• Similarly, Intel also laid out ambitious CapEx plans. In March 2021, Intel announced plans to invest USD 20 billion in two new fabs in Arizona, United States.
• Various new market players are also focussing on adding manufacturing capacities. For instance, in October 2021, PragmatIC Semiconductor secured USD 80 million of Series C investment. This funding was aimed to build a second FlexLogIC fab in the North East of England, which intends to meet the growing demand for ultra-low-cost flexible integrated circuits (FlexICs).

Asia Pacific is Expected to Grow with the Highest CAGR

• The growth of the Integrated Circuits Market in the Asia Pacific correlates with the end-user growth across the region, being one of the main markets for smartphones, and is witnessing rising investments in renewable, automotive (particularly EVs), among various others.
• The consumption of semiconductor components is rapidly increasing in China, South Korea, and Japan as compared with other countries due to the continuing transfer of diverse electronic equipment to China. Moreover, IC design, the largest sector of China's Integrated Circuits industry, has progressed from low-margin consumer applications focus to encompass advanced computing and communication semiconductors across growth markets in automotive, the Internet of Things (IoT), and crypto mining, and artificial intelligence (AI).
• The demand for China's integrated circuit market is anticipated to continue increasing with the steady growth of China's economy and driven by new applications such as cloud computing, 5G, Internet of Things, artificial intelligence (AI), and intelligent and connected vehicles.
• According to Qiao Yueshan, head of the electronic information department at China's Ministry of Industry and Information Technology, China's Integrated Circuit Industry growth rate was four times the global growth rate during the country's 13th Five-Year Plan period.
• Also, other countries such as India in the region are taking significant steps to attract investments in the country and intend to incentivize and attract investments for setting up fabs in India; the government has issued an Expression of Interest (EoI) for setting up/expansion of existing semiconductor wafer/ device fabrication facilities in the country.

Integrated Circuits Market Competitor Analysis

The integrated Circuits Market is highly competitive and consists of several players. The market players adopt various strategies such as product innovation, mergers, and acquisitions, among others. In addition, with the advancement in the IC manufacturing process, which provides enhanced applications, new market players are increasing their market presence and expanding their business footprint across the emerging economies.

• March 2022 - Micross Components, Inc., a global provider of mission-critical microelectronic components and services for aerospace, defense, medical, and industrial applications, announced its partnership with Apogee Semiconductor, a company providing Radiation-Hardened-by-Design semiconductors. Together, Micross and Apogee Semiconductor now offer products that include interface, logic, and translation ICs, in various form factors.
• August 2021 - Analog Devices, Inc. (ADI) announced the completion of its previously announced acquisition of Maxim Integrated Products, Inc. The combination is expected to strengthen other ADI's position as a high-performance analog semiconductor company.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Bargaining Power of Suppliers
  • 4.3.2 Bargaining Power of Consumers
  • 4.3.3 Threat of New Entrants
  • 4.3.4 Intensity of Competitive Rivalry
  • 4.3.5 Threat of Substitutes
• 4.4 COVID-19 Impact on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Penetration of Smartphones, Tablets and Consumer Electronics
  • 5.1.2 Rising Capital Spending by Fabs to Increase Production Capacities
• 5.2 Market Restraints
  • 5.2.1 Complex Fabrication Process owing to the Decreasing Chip Size

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Digital IC
  • 6.1.2 Analog IC
  • 6.1.3 Mixed-Signal IC
• 6.2 By Product Type
  • 6.2.1 General-Purpose IC
  • 6.2.2 Application-Specific IC
• 6.3 By End-User Industry
  • 6.3.1 Consumer Electronics
  • 6.3.2 Automotive
  • 6.3.3 IT & Telecommunications
  • 6.3.4 Manufacturing and Automation
  • 6.3.5 Other End-user Industries (Healthcare, Aerospace & Defense, etc.)
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Intel Corporation
  • 7.1.2 Texas Instruments Inc
  • 7.1.3 Analog Devices Inc
  • 7.1.4 Infineon Technologies AG
  • 7.1.5 STMicroelectronics N.V.
  • 7.1.6 NXP Semiconductors N.V.
  • 7.1.7 On Semiconductor Corporation
  • 7.1.8 Microchip Technology Inc
  • 7.1.9 Renesas Electronics Corporation
  • 7.1.10 MediaTek Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET