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市场调查报告书
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半导体和电子元件製造市场——增长、趋势、COVID-19 的影响、预测 (2023-2028)

Semiconductor and Electronic Parts Manufacturing Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

在预测期内，半导体和电子元件製造市场预计将以 7.1% 的复合年增长率增长。

微型化的出现、工业物联网 (IIoT) 中新兴技术的采用以及 5G 带来的增强通信将彻底改变电子元件的设计和组装，推动所研究市场的增长。 此外，由于工业 4.0 政策，工业部门对物联网和自动化设备的需求增加，代工资本支出增加以及对 MEMS 传感器的需求是控制半导体和电子元件需求增加的一些关键因素。

主要亮点

  • 半导体和电子元件製造包括电子和半导体元件以及印刷电路板 (PCB) 组件的设计和工程、组装、製造和测试服务。 简化您对 OEM（原始设备製造商）自动化装配设备的投资。 在目前的市场环境下，笔记本电脑、智能手机、个人电脑等几乎所有的电子设备都使用IC、PCB等封装，製造需求不断增加。
  • 预计 IoT（物联网）设备的增加将迫使半导体行业增加对半导体和电子元件製造的投资，以满足对这些产品不断增长的需求。 半导体公司（包括代工厂和原始设备製造商）在半导体设备上花费的大量资金证明了这一点。 例如，根据 SEMI 的数据，2022 年全球所有半导体製造设备的销售额预计将达到 1175 亿美元，比 2021 年创下的 1025 亿美元的行业纪录增长 14.7%。
  • 由于有利的生态系统和政府法规支持市场增长，预计亚洲将继续主导半导体製造市场。 此外，亚太地区各国政府正在努力提振该地区的半导体製造市场。 例如，2021年，印度政府宣布了一项76,000瑞典克朗的一揽子计划，以提振该国的半导体製造业。
  • 然而，半导体和电子元器件的小型化等因素进一步增加了製造过程的复杂性，这已成为半导体和电子元器件製造厂商面临的主要挑战之一。
  • COVID-19 的爆发影响了半导体和电子元件製造业，大范围的工厂关闭和劳动力限制严重影响了供应商的製造能力。 不过，随着大多数国家的所有半导体製造基地恢復正常运营，受调查市场也有望因市场需求增加而呈现上升趋势。

半导体和电子元件製造市场的趋势

消费电子占据很大份额

  • 对半导体和电子元件的需求不断增长的主要行业之一是家用电器。 互联网和其他数字技术的日益普及，以及技术进步带来的这些设备的可负担性，是推动消费电子产品需求的主要因素。
  • 该领域的趋势是采用各种可延长设备电池寿命的设备。 製造商正在扩大其设备的电池容量，对更快充电时间的需求正在推动该行业的市场增长。 智能手机是该细分市场中半导体和电子元件的主要消费者。 近年来，智能手机已成为一个竞争激烈的市场。 製造商越来越注重在手机中增加更多功能和特性，从而推动对半导体和电子元件的需求。
  • 此外，随着 5G 连接的普及和消费者对数字技术的采用，智能手机的采用预计将显着增长，因此在这个市场上运营的参与者正在出现新的机会。 例如，根据 GSMA 的数据，智能手机在所有移动连接中的普及率预计将从 2021 年的 75% 增长到 2025 年的 84%。
  • PC 和可穿戴设备也有同样的趋势。 製造商希望他们的客户花更少的时间在插件上。 Samsung、Oppo、Motorola等製造商拥有这些开箱即用的快速充电适配器，使快速充电成为关键的营销策略。 由于电源适配器在更高的电压和电流下工作，因此使用了更多的半导体和电子元件。
  • 此外，功能和性能更高的设备也定期推向市场。 凭藉如此高的功能，可以在有限的空间内安装数以千计的电子元件，进一步增加了对半导体和电子元件製造服务的需求。

亚太地区增长率最高

  • 亚太地区在消费电子、半导体以及其他通信和设备製造行业确立了强大的地位，使其成为全球半导体和电子元件製造的主要市场之一。 此外，家电、汽车等半导体和电子元器件的主要终端用户数量众多，也是支撑研究市场增长的主要因素。
  • 由于其在消费电子、半导体和其他通信设备及设备製造行业的强大地位，中国已成为全球半导体和电子元件製造的主要市场之一。 根据半导体行业协会（SIA）的数据，2021年，中国仍将是最大的半导体个体市场，销售额总计1925亿美元，同比增长27.1%。
  • 国内半导体公司正在大力投资以维持其当前的市场地位，包括提高产能以及在技术节点和晶圆尺寸之间进行转换。 此外，国内电子製造企业在软板、刚柔结合板等技术开发上也取得了成果。 随着PCB製造技术的不断升级，我国产品结构稳定优化。 此外，人工智能、大数据、云计算等一系列新兴战略产业属于先进製造业，对产品设计研发的依赖度增加。
  • 在亚太地区的其他主要国家/地区也观察到了类似的趋势。 例如，为了让印度在电子製造行业实现自给自足，印度政府宣布了一些基于绩效的激励措施，并进行了一些监管改革。 预计这些系统将为该国研究市场的增长做出重大贡献。

半导体和电子元件製造市场的竞争对手分析

半导体和电子元件製造市场较为分散，既有老牌玩家也有新玩家。 在市场上运营的供应商正在推出创新解决方案、建立合作伙伴关係并进行合併以增加市场份额并扩大其地域分布。 主要市场参与者包括abil Corporation、Intel Corporation、Samsung Electronics、TSMC。

  • 2022 年 9 月，印度矿业投资公司 Vedanta 与印度古吉拉特邦签署了两份谅解备忘录，以建立半导体製造厂。 Vedanta 和中国科技公司Foxconn已同意在印度成立一家合资公司 (JV)。
  • 2022 年 9 月 Micron是一家大型半导体公司，也是美国唯一的内存製造商，到本十年末将投资约 150 亿美元，在爱达荷州博伊西建造一座新的尖端内存製造工厂。宣布计划投资 该製造工厂将专注于满足国内数据中心和汽车等细分市场对高级内存的需求。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

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
  • 产业吸引力 - 波特五力分析
    • 供应商的议价能力
    • 买家的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • COVID-19 影响评估

第 5 章市场动态

  • 市场驱动力
    • 小型化的扩展
    • IIoT、区块链、采用新兴技术来加强沟通
  • 市场挑战
    • 竞争加剧，政府和环境法规更加严格
    • 侵犯知识产权

第6章半导体和电子元器件的产品格局

  • 逻辑半导体
  • 模拟半导体
  • 记忆半导体
  • 电子连接器和电感器
  • 裸印刷电路板
  • 其他产品类型

第 7 章市场细分

  • 部分
    • 设备
      • 预处理设备（光刻、晶圆表面处理、晶圆清洗、沉积）
      • 后处理设备（组装和封装、切割、计量、键合、晶圆测试）
    • 软件
    • 服务
      • 电子设计与工程
      • 电子装配
      • 电子製造
      • 其他服务
  • 通过申请
    • 通讯和网络设备
    • 运输设备
    • 消费类电子产品
    • 其他应用
  • 区域信息
    • 北美
      • 美国
      • 加拿大
    • 欧洲
      • 英国
      • 意大利
      • 德国
      • 法国
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 韩国
      • 印度
      • 其他亚太地区
    • 世界其他地方

第八章竞争格局

  • 公司简介
    • Jabil Inc.
    • Intel Corporation
    • Samsung Electronics Co. Ltd
    • Taiwan Semiconductor Manufacturing Company Limited
    • SK Hynix Inc.
    • Micron Technology Inc.
    • Qualcomm Technologies Inc.
    • Broadcom Inc.
    • Texas Instruments Inc.
    • Sumitronics Corporation
    • SIIX Corporation
    • Flex Ltd
    • Nortech Systems Incorporated

第九章投资分析

第10章：投资分析市场的未来前景

简介目录
Product Code: 71615

The semiconductor and electronic parts manufacturing market is expected to register a CAGR of 7.1% over the forecast period. With the advent of miniaturization, the adoption of emerging technologies in the Industrial Internet of Things (IIoT), and enhanced communication posed by 5G, the electronic component design and assembly have been revolutionized, boosting the market's growth studied. Further, increasing demand from the industrial sector for IoT and automation devices, owing to the policies of Industry 4.0, increased capital expenditure from the foundries, and demand for MEMS sensors are some of the major factors governing the increasing demand for the semiconductor and electronic parts.

Key Highlights

  • The manufacturing of semiconductor and electronic parts entails design and engineering, assembly, manufacturing, and testing services for electronic and semiconductor components and printed circuit board (PCB) assemblies. Aimed at original equipment manufacturers, it simplifies investment in automated assembly equipment. In the current market scenario, as almost all electronic devices, including laptops, smartphones, and computers, use ICs, PCBs, and other packages, the demand for manufacturing is rising.
  • The increasing number of Internet of Things (IoT) devices is expected to force the semiconductor industry to increase its investment in semiconductor and electronic parts manufacturing to fulfill the growing demand for these products. This is evident from the fact that semiconductor companies (including foundries and OEMs) are spending considerable amounts on semiconductor equipment. For instance, according to SEMI, the global sales of total semiconductor manufacturing equipment are forecast to reach USD 117.5 billion in 2022, rising 14.7% from the previous industry high of USD 102.5 billion in 2021.
  • Asia is expected to continue dominating the semiconductor manufacturing market as the favorable ecosystem and government regulations support the market's growth. Additionally, governments across various countries of the Asia Pacific region are taking initiatives to boost the local semiconductor manufacturing markets. For instance, in 2021, the government of India unveiled an INR 76,000 crore package to facilitate the country's semiconductor manufacturing industry.
  • However, the factors such as the miniaturization of semiconductors and electronic components are further increasing the complexity of the manufacturing processes, which is among the significant challenges looming over the vendors involved in the manufacturing of semiconductors and electronic parts.
  • The COVID-19 outbreak impacted the semiconductor and electronic part manufacturing industry, as the widespread lockdown and restriction on the utilization of the workforce in factories significantly impacted the manufacturing capabilities of the vendors. However, with most countries restoring their normal operations at all their semiconductor manufacturing sites, the studied market is also expected to witness an upward growth trend driven by increasing market demand.

Semiconductor & Electronic Parts Manufacturing Market Trends

Consumer Electronics to Hold a Significant Share

  • Consumer electronics is among the leading industries wherein the demand for semiconductors and electronic parts is increasing. The increasing penetration of the internet and other digital technologies, along with technological advancements making these devices affordable, are among the key factors driving the demand for consumer electronic products.
  • This segment's trend has been to increase the adoption of various devices with an extended battery life of the device. Manufacturers are extending the battery capacity of their devices, and the demand for shorter charging is driving the market growth in this industry. The smartphone is this segment's major consumer of semiconductors and electronic parts in this segment. The smartphone has been a very competitive market in recent years; the manufacturers are increasingly focusing on including additional features and functionalities in the devices, driving the demand for semiconductor and electronic components.
  • Furthermore, with the adoption of smartphones expected to witness significant growth, owing to the growing availability of 5G connectivity and increasing penetration of digital technologies among consumers, new opportunities are on the horizon for the players operating in the studied market. For instance, according to GSMA, smartphone penetration, as a percentage of total mobile connections, is expected to grow from 75% in 2021 to 84% in 2025.
  • The trend has been the same for PC and wearable devices. The manufacturers want their customers to spend less time plugged in. The manufacturers like Samsung, Oppo, and Motorola, provide these fast charge adapters out of the box, and fast charging is the key to their marketing strategy. As the power adapters operate at a much higher voltage and current increased number of semiconductor and electronic components are used.
  • Moreover, devices with upgraded functionalities and increased performance are entering the market at regular intervals. The requirement for such enhanced functionalities has led to the inclusion of thousands of electronic components in a limited amount of space inside these devices, which is further increasing the demand for semiconductor and electronic parts manufacturing services.

Asia-Pacific to Witness Highest Growth

  • The Asia-Pacific region is one of the world's significant markets for semiconductors and electronic parts manufacturing, owing to its strong position in consumer electronics, semiconductors, and other telecommunications and equipment manufacturing industries. Furthermore, a large consumer base of major end-user industries of semiconductor and electronic parts, such as consumer electronics and automotive, etc., is another major factor supporting the growth of the studied market.
  • China is one of the significant global markets for semiconductor and electronic parts manufacturing, owing to its strong position in the consumer electronics, semiconductor, and other telecommunications devices and equipment manufacturing industries. According to the Semiconductor Industry Association (SIA), in 2021, China remained the largest individual market for semiconductors, with sales totaling USD 192.5 billion, an increase of 27.1% compared to the previous year.
  • Domestic semiconductor companies have been spending significant amounts to maintain their current market position in terms of increasing their capacity and transitioning between technology nodes and wafer sizes. Moreover, the electronic manufacturing companies in the country made achievements in developing technologies, such as Flex PCB and Flex rigid PCB. With the continuous upgrades of PCB manufacturing technology, China experiences a stable and optimized product structure. Furthermore, a series of newly established strategic industries in the field of AI, Big Data, and cloud computing belong to advanced manufacturing, thus, leading to the dependence on product design developments.
  • A similar trend has been observed across other major countries of the Asia Pacific region. For instance, to make India self-reliant in electronic manufacturing, the government of India has announced several performance-linked incentives and has made several regulatory changes. These schemes are expected to contribute considerably towards the growth of the studied market in the country.

Semiconductor & Electronic Parts Manufacturing Market Competitor Analysis

The Semiconductor and Electronic Parts Manufacturing Market is moderately fragmented due to a mixed presence of established and new players. The vendors operating in the market are launching innovative solutions, forming partnerships, and mergers to increase their market share and expand their geographical presence. Some major market players include Jabil Inc., Intel Corporation, Samsung Electronics Co. Ltd, and TSMC.

  • September 2022 - Vedanta, an Indian mining investment company, signed two memoranda of understanding with the Indian state of Gujarat to set up a semiconductor fabrication plant. The decision to set up the project in Gujarat came after Vedanta and Foxconn, a Chinese technology company, agreed to form a joint venture (JV) company in India.
  • September 2022 - Micron Technology Inc., a leading semiconductor company and the only U.S.-based memory manufacturer, announced plans to invest approximately USD 15 billion through the decade's end to construct a new fab for leading-edge memory manufacturing in Boise, Idaho. The manufacturing unit will focus on fulfilling the domestic demand for leading-edge memory required for market segments like data-center, automotive, etc.

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 Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment on the impact due to COVID-19

5 MARKET DYNAMICS

  • 5.1 Market Drivers​
    • 5.1.1 Growing Miniaturization
    • 5.1.2 Adoption of Emerging Technologies in IIoT, Blockchain, and Enhanced Communication
  • 5.2 Market Challenges
    • 5.2.1 Intensifying Competition and Rigorous Government and Environmental Regulations
    • 5.2.2 Intellectual Property Rights Infringements

6 SEMICONDUCTOR AND ELECTRONIC PARTS PRODUCT LANDSCAPE

  • 6.1 Logic Semiconductor
  • 6.2 Analog Semiconductor
  • 6.3 Memory Semiconductor
  • 6.4 Electronic Connectors and Inductors
  • 6.5 Bare Printed Circuit Boards
  • 6.6 Other Product Types

7 MARKET SEGMENTATION

  • 7.1 By Component
    • 7.1.1 Equipment
      • 7.1.1.1 Front-End Equipment (Lithography, Wafer Surface Conditioning, Wafer Cleaning, and Deposition)
      • 7.1.1.2 Back-End Equipment (Assembly and Packaging, Dicing, Metrology, Bonding, and Wafer Testing)
    • 7.1.2 Software
    • 7.1.3 Services
      • 7.1.3.1 Electronics Design and Engineering
      • 7.1.3.2 Electronics Assembly
      • 7.1.3.3 Electronics Manufacturing
      • 7.1.3.4 Other Service Types
  • 7.2 By Application
    • 7.2.1 Communications and Network Equipment
    • 7.2.2 Transportation
    • 7.2.3 Consumer Electronics
    • 7.2.4 Other Applications
  • 7.3 By Geography
    • 7.3.1 North America
      • 7.3.1.1 United States
      • 7.3.1.2 Canada
    • 7.3.2 Europe
      • 7.3.2.1 United Kingdom
      • 7.3.2.2 Italy
      • 7.3.2.3 Germany
      • 7.3.2.4 France
      • 7.3.2.5 Rest of Europe
    • 7.3.3 Asia-Pacific
      • 7.3.3.1 China
      • 7.3.3.2 Japan
      • 7.3.3.3 South Korea
      • 7.3.3.4 India
      • 7.3.3.5 Rest of Asia-Pacific
    • 7.3.4 Rest of the World

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Jabil Inc.
    • 8.1.2 Intel Corporation
    • 8.1.3 Samsung Electronics Co. Ltd
    • 8.1.4 Taiwan Semiconductor Manufacturing Company Limited
    • 8.1.5 SK Hynix Inc.
    • 8.1.6 Micron Technology Inc.
    • 8.1.7 Qualcomm Technologies Inc.
    • 8.1.8 Broadcom Inc.
    • 8.1.9 Texas Instruments Inc.
    • 8.1.10 Sumitronics Corporation
    • 8.1.11 SIIX Corporation
    • 8.1.12 Flex Ltd
    • 8.1.13 Nortech Systems Incorporated

9 INVESTMENT ANALYSIS

10 FUTURE OUTLOOK OF THE MARKET