半导体物流市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

在预测期内，半导体物流市场的复合年增长率预计将超过 7%。

这个市场是由各个领域对半导体的巨大需求推动的。 此外，市场正受到改善物流以适应半导体行业製造和供应链的重大机遇的推动。

主要亮点

• 对智能设备的需求不断扩大、对可持续生产方法的需求、人力资源开发的重要性以及亚太地区半导体市场不断增长的份额塑造了半导体物流行业。 然而，COVID-19 造成的供应炼和劳动力中断导致了全球芯片短缺的危机，而中美之间持续的贸易摩擦和俄罗斯的衝突加剧了这一危机。 技术进步的速度正在加快。 5G网络和物联网的建设已经为连接和自动化奠定了基础。
• 缺乏满足市场需求的製造能力是渗透到半导体供应链许多方面的主要主题趋势。 半导体是许多可再生能源应用、电动汽车、个人电子产品（如智能手机）、数据中心，甚至国防武器的组成部分。 但在幕后，当今的半导体公司面临着许多挑战。 即使满负荷生产，半导体工厂也无法满足需求，导致产品交货时间长达六个月或更长时间。 半导体短缺经常出现在新闻中，尤其是在汽车製造商被迫推迟汽车生产的情况下。 此外，半导体公司正在应对日益增加的设计复杂性、人才短缺和与流行病相关的问题，所有这些都在扰乱连接不同市场参与者的复杂全球供应链。
• 半导体行业必须将过去两年的物流挑战视为需要采取严厉措施的警钟。 当 COVID-19 生效时，许多企业的销售额大幅下降。 汽车行业失去了 80% 的买家，因此对半导体的需求直线下降。 一些人预测全球半导体短缺将持续到 2024 年。 据估计，在 2020 年至 2022 年间，这些短缺已使全球经济损失超过 5000 亿美元。 除了直接的经济影响外，这些短缺还揭示了半导体供应链的不足。 一些明显的缺陷暴露出来，单靠收回订单是不够的。
• 半导体公司的未来取决于找到应对后勤挑战的方法，因为这是需要采取严厉行动的信号。 随着对半导体的需求持续增长，能够更高效地向最终用户交付半导体的公司将在未来几年获得最大收益。 半导体价值链异常复杂，依赖于全球材料和设备供应商网络。 这使得高效的供应链管理变得非常困难，导致库存过剩和日常瓶颈。 货运管理就是一个很好的例子。 从港口拥堵到集装箱短缺，货物问题导致更长的交货时间和更长的运输延误。 湿度、衝击和盗窃也会影响供应链。 但是，如果没有关于装运进度的准确数据和 GPS 跟踪，领导者常常在黑暗中工作。

半导体物流市场趋势

半导体需求的增加推动了市场

从2020年开始，全球芯片缺货将更加严重，价格上涨将是半导体行业的决定性趋势。 随着上游材料和设备製造商面临供应短缺以及芯片製造商增加投资以扩大产品阵容，下游半导体製造商正在大赚一笔。 总体而言，面板驱动IC、消费类MCU、存储芯片等供应短缺情况开始缓解，价格开始出现下滑迹象。 然而，部分功率半导体芯片，尤其是应用于汽车、工控、物联网等领域的功率半导体芯片，仍然供不应求。

其中最大的原因是DRAM受市场週期性变化影响，价格迅速进入下降趋势。 在全球最大的存储芯片生产国韩国，芯片库存四年多来首次大幅增加。 根据韩国国家统计局2022年6月公布的统计数据，该国芯片库存较2021年同期增长53.4%，自2021年10月以来持续稳定增长。 随着对智能手机、个人电脑和消费应用的需求下降，全球对电子产品中使用的存储芯片的需求也在下降。 虽然服务器需求相对强劲，但库存水平较高，因此预计2022年下半年存储芯片价格将继续下滑。

消费市场的下行趋势正在加速存储市场的周期性变化，MCU芯片也受到影响。 以手机、个人电脑为代表的消费电子产品近年来呈现下滑趋势，2022年全年负增长的可能性较大。 伴随着这一趋势，有消息称今年4月消费电子终端芯片订单可能取消高达30%，给忙于供应炼和产品准备的终端厂商带来巨大的库存压力。 消费电子终端订单的取消现在已经逐渐波及到芯片製造商。

扩大使用尖端技术和增值服务推动市场

由于对半导体供应炼和物流的可见性降低，关键决策的製定不力。 随着卡车市场的分散和集装箱成本的飙升，领导者需要能够审查各种选择并比较不同的行动方案。 但这需要集中、可靠、实时的数据。 83% 的企业表示，与大流行之前相比，他们更加了解与运输中断相关的风险，但他们仍然需要找到合适的技术来为他们提供正确的可见性。 这场大流行病证明了单个事件的破坏性有多大，会在整个半导体供应链中造成级联效应。 这凸显了供应链灵活性的重要性——调整材料采购、生产水平和运输能力以满足需求的能力。 然而，要认识到这一点是非常困难的。

在半导体供应链中，过度依赖单一合作伙伴是有问题的。 为了确保供应链的弹性，半导体公司需要接触多个合作伙伴，包括材料供应商、製造基地和运营商。 另一方面，访问多个合作伙伴并不是那么容易。 特别是当许多经纪人有隐藏的偏见时。 这意味着领导者必须找到能够独自驾驭多个市场的复杂性或在完全公平的竞争环境中与供应商建立联繫的合作伙伴。 另一个问题是可靠性。 需要灵活性的企业需要有多个值得信赖的供应商来遵守法规。 这意味着公司必须要么进行广泛的尽职调查，要么找到可以完全透明地委派此责任的合作伙伴。

半导体物流行业概况

半导体物流市场竞争激烈且分散，大量本地、区域和少数全球参与者进入市场。 主要参与者包括 DHL、Nippon Express、Yusen Logistics、DB Schenker、Kuehne+Nagel 等。 使用正确的先进技术来定义半导体供应炼和物流将使公司之间发生重大变化。 由于与区域和本地参与者相比服务的可用性，该市场由全球参与者主导。

其他福利：

• 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

• 调查先决条件
• 调查范围

第二章研究方法论

• 分析方法
• 研究阶段

第 3 章执行摘要

第四章市场动态

• 当前市场情况
• 市场概览
• 市场动态
  • 司机
  • 约束因素
  • 机会
• 价值链/供应链分析
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家/消费者的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争强度
• 关于 COVID-19 对市场的影响

第 5 章市场细分

• 按职能
  • 交通
    • 巷道
    • 铁路
    • 水路和海路
    • 航线
  • 仓储和配送
  • 增值服务（包装、清关、货运代理、其他服务等）
• 按目的地
  • 国内
  • 国际航班

第6章竞争格局

• 市场集中度概述
• 公司简介
  • DHL
  • Nippon Express
  • Yusen Logistics
  • DB Schenker
  • Kuehne+Nagel
  • Omni Logistics
  • Dimerco
  • CEVA Logistics
  • HOYER Group
  • MAERSK
  • Dintec Shipping Express

第7章 市场将来展望

第8章 附录

The Semiconductor Logistics Market is anticipated to register a CAGR of more than 7% over the forecast period. The market is driven by the huge demand for semiconductors from different segments. Furthermore, the market is driven by the huge opportunities in logistics improvement to cater to the manufacturing and supply chain in the semiconductor industry.

Key Highlights

• There has been an increasing demand for smart devices, the need for sustainable production methods, the importance of cultivating a talent pool, and growth in APAC's semiconductor market share will shape the semiconductor logistics industry. However, supply chain and labour disruptions caused by COVID-19 had resulted in a worldwide chip shortage crisis, which had been exacerbated by ongoing trade tensions between the US and China, as well as conflict in Russia. The pace of technological advancement will quicken. The construction of 5G networks and the Internet of Things has already laid the groundwork for connectivity and automation.
• Insufficient manufacturing capacity to meet market demand is a key thematic trend permeating many facets of the semiconductor supply chain. Semiconductors are essential components in many renewable energy applications, electric vehicles, smartphones and other personal electronics, data centres, and even defence weapons. However, behind the scenes, today's semiconductor companies are facing a slew of challenges. Even at full capacity, fabs have been unable to meet demand, resulting in product lead times of six months or longer. The ongoing semiconductor shortage is now making headlines regularly, especially when it forces automotive OEMs to delay vehicle production. Furthermore, semiconductor firms are dealing with increased design complexity, a talent shortage, and pandemic-related issues, all of which are disrupting the complex, global supply chain that connects players in different markets.
• The semiconductor industry must see the logistical challenges of the last two years as a wake-up call that drastic action is required. When COVID-19 went into effect, many businesses saw a significant drop in sales. The automotive industry lost 80% of its buyers, resulting in a sharp drop in semiconductor demand. Some predict a global semiconductor shortage that will last until 2024. Between 2020 and 2022, it was estimated that these shortages cost the global economy more than USD 500 billion. Worse than the immediate financial impact, these shortages have revealed that semiconductor supply chains are inadequate. Several obvious flaws have been exposed, and addressing them requires more than simply catching up on order backlogs.
• The future of semiconductor companies is dependent on finding a way to compete with logistical challenges as a signal that drastic action is required. Because the demand for semiconductors is only going to increase, those who can get them to end users more efficiently will be the ones to benefit the most in the coming years. The semiconductor value chain is unusually complex, relying on a global network of material and equipment suppliers. This makes efficient supply chain management extremely difficult, resulting in excess stock and routine bottlenecks. A good example is freight management. Freight issues, ranging from port congestion to container shortages, can result in longer lead times and longer shipment delays. Other factors influencing the supply chain include humidity, shock impact, and theft. But without precise data on the progress of shipments and GPS tracking, leaders are often left operating in the dark.

Semiconductor Logistics Market Trends

Increasing demand for semiconductor driving the market

Since 2020, the global chip shortage has worsened, with price increases being the semiconductor industry's defining trend. Upstream material and equipment manufacturers are facing supply shortages, chipmakers have increased investments to expand their product lines on occasion, and downstream semiconductor companies have made significant profits. Overall, the supply shortage of panel drive IC, consumer-grade MCU, memory chips, and other products have begun to ease, signalling the start of a price decrease. However, some power semiconductor chips, particularly those used in automotive, industrial control, IoT, and other fields, remain scarce.

The primary reason for this is that DRAM has quickly entered a downward price trend as the market undergoes cyclical changes. South Korea, the world's largest memory chip producer, has seen the largest increase in chip inventory in more than four years. According to statistics released by the South Korean statistics office in June 2022, the country's chip inventory increased by 53.4% over the same period in 2021 and has been steadily increasing since October 2021. As demand for smartphones, PCs, and consumer applications falls, global demand for memory chips used in electronic products falls. Despite relatively strong server demand, memory chip prices will continue to fall in the second half of 2022 as a result of high inventory levels.

The consumer market's downward trend has accelerated the cyclical changes in the storage market, and MCU chips are also affected. Consumer electronics, as represented by mobile phones and computers, have shown a downward trend in recent years, with likely negative growth in the entire year of 2022. According to this trend, news circulated in April of this year that terminal chips for consumer electronics could face up to 30% order cancellations, putting huge inventory pressure on the supply chain and terminal manufacturers who were busy preparing goods. Order cancellations from consumer electronic terminals have now gradually spread to chip manufacturers.

Increasing use of advanced technology and value-added services driving the market

Key decisions are made with insufficient insight as there is less visibility in the semiconductor supply chain and logistics. Leaders must be able to see their options and compare different courses of action as truck markets fragment and shipping container costs spiral. However, this requires centralized, dependable real-time data. While 83% of businesses say they are more aware of the risks associated with transportation blockades than they were before the pandemic, they still need to find the right technology to enable proper visibility. The pandemic exemplified how disruptive a single event can be, causing cascading effects across entire semiconductor supply chains. This highlights the critical importance of supply chain flexibility - the ability to adjust material purchases, production levels, and transportation capacity to meet demand. However, acknowledging this proves extremely tough.

Overreliance on single partners in semiconductor supply chains is a problem. To ensure the resilience of their supply chains, semiconductor companies require access to multiple partners, whether it's a material supplier, manufacturing base, or freight provider. Gaining access to multiple partners, on the other hand, is not so simple, especially when many brokers have hidden biases. This means that leaders must either navigate multiple highly complex markets on their own or find a partner who can connect them with providers with complete impartiality. Another issue is trust: flexibility necessitates companies having multiple providers they can trust to comply with regulations. This means they must either conduct extensive due diligence or find a partner to whom they can delegate this responsibility in complete transparency.

Semiconductor Logistics Industry Overview

The Semiconductor Logistics Market is highly competitive and fragmented with a large number of local, regional and a few global players penetrating the market. Major players are DHL, Nippon Express, Yusen Logistics, DB Schenker, Kuehne+Nagel, and many more. The use of proper and advanced technology to bring clarity in the semiconductor supply chain and logisitcs is going to bring a difference between the companies. Global players hold a good share in this market due to availibility of services compared to the regional and local players.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

• 2.1 Analysis Method
• 2.2 Research Phases

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS DYNAMICS

• 4.1 Current Market Scenario
• 4.2 Market Overview
• 4.3 Market Dynamics
  • 4.3.1 Drivers
  • 4.3.2 Restraints
  • 4.3.3 Opportunities
• 4.4 Value Chain / Supply Chain Analysis
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers/Consumers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Impact of the COVID-19 on the Market

5 MARKET SEGMENTATION

• 5.1 By Function
  • 5.1.1 Transportation
    • 5.1.1.1 Roadways
    • 5.1.1.2 Railways
    • 5.1.1.3 Water and Seaways
    • 5.1.1.4 Airways
  • 5.1.2 Warehousing and Distribution
  • 5.1.3 Value-added Services (Packaging, Customs Clearance, Freight Brokerage, and Other Services)
• 5.2 By Destination
  • 5.2.1 Domestic
  • 5.2.2 International

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration Overview
• 6.2 Company Profiles
  • 6.2.1 DHL
  • 6.2.2 Nippon Express
  • 6.2.3 Yusen Logistics
  • 6.2.4 DB Schenker
  • 6.2.5 Kuehne+Nagel
  • 6.2.6 Omni Logistics
  • 6.2.7 Dimerco
  • 6.2.8 CEVA Logistics
  • 6.2.9 HOYER Group
  • 6.2.10 MAERSK
  • 6.2.11 Dintec Shipping Express*

7 FUTURE OF THE MARKET

8 APPENDIX