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市场调查报告书
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全球半导体装置市场：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Global Semiconductor Device - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 220 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年全球半导体装置市场规模为6,210.1亿美元，2029年达9,289.3亿美元，在预测期间（2024-2029年）复合年增长率为8.39%。出货量方面，预计将从2024年的8,200亿台成长到2029年的1.15兆台，预测期间（2024-2029年）复合年增长率为7.02%。

全球半导体装置市场

半导体装置通常透过称为半导体製造或积体电路（IC）製造的复杂製程来製造。该过程涉及精确操纵半导体材料以创建具有特定电气行为的组件。

半导体装置是现代电子产品的支柱，为从智慧型手机和电脑到医疗设备和可再生能源系统的一切设备提供动力。半导体装置的主要优点之一是它们体积小、结构紧凑。

与需要大型元件的传统真空管技术不同，半导体装置可以以极小的尺寸製造。这种小型化促进了轻巧且易于携带的可携式电子产品的发展，例如智慧型手机、健身追踪器和智慧型手錶。

近年来，由于人工智慧和物联网等尖端技术的日益采用，半导体装置市场发生了重大转变。这些尖端技术为从医疗保健到汽车等行业的革命性变革铺平了道路，并为半导体装置市场开闢了新途径。

资料消费的爆炸性成长是 5G 的主要市场驱动力之一。随着连网型设备、智慧型手机和物联网应用的激增，人们每天都会产生大量资料。 5G 的高频宽和容量将支援资料消耗的激增，并为用户提供无缝连接。

此外，半导体供应链是一个由设计、製造、测试和分销等互连阶段组成的复杂网路。该过程从晶片设计开始，然后是晶圆製造、组装和测试。最后，这些晶片被供应给目标商标产品（OEM），用于各种电子设备。在远距工作、电子商务和 5G 采用等趋势的推动下，电子产品需求激增，超出了半导体製造商的供给能力。需求的增加给整个供应链带来了压力，导致供不应求。

COVID-19 爆发的显着后果之一是资料使用的增加。此外，远距工作环境的兴起为增加资料产生提供了新的机会。各个资料中心供应商不断投资新的资料中心，以满足对资料永无止境的需求。根据印度国家软体和服务公司协会（NASSCOM）预测，2025年印度资料中心市场的投资预计将达到约46亿美元。

半导体装置市场趋势

通讯业成为最大终端用户

  • 半导体在有线通讯中发挥着至关重要的作用，包括乙太网路控制器、适配器和交换器。这些半导体包括乙太网路供电 (PoE) 介面控制器和电力线收发器，它们对于支援网际网路协定语音 (VoIP) 至关重要。
  • 在无线通讯，半导体用于微波、红外线、卫星、广播无线电、行动通讯系统以及 Wi-Fi、蓝牙和 Zigbee 等技术。晶片系统(SoC) 和现场可程式闸阵列 (FPGA) 元件正在推动无线通讯系统（尤其是 5G）的发展。同时，低功耗微控制器 (MCU) 对于蓝牙增强功能至关重要。无线感测网路在从环境和结构监测到资产追踪的各个领域都有应用。
  • 随着 5G 的推出，为无线通讯提供动力的半导体市场正在经历重大变化。根据GSMA预测，到2025年，5G行动连线预计将分别占韩国和日本总连线的73%和68%。此外，到 2030 年，海湾合作委员会国家 95% 的行动连线将是 5G，亚洲 93% 的行动连线将是 5G。 5G 智慧型手机和网路的日益普及将创造新的市场机会。
  • 根据 5Gamericas.org 的数据，全球第五代 (5G) 用户数量预计在 2023 年将达到 19 亿，并预计在 2028 年将跃升至 80 亿。与前身相比，5G 技术拥有更快的下载速度和显着更低的延迟。

中国正在实现令人瞩目的成长

  • 多年来，中国半导体产业迅速扩张，成为全球最大的晶片消费国之一。中国的目标是透过建立强大的国内供应链来减少对半导体零件进口的依赖。
  • 例如，2024年5月，中国设立了第三期政府支持投资基金，以扩大国内半导体产业。此举凸显了中国在美国制裁下实现自给自足的决心。
  • 该基金的註册资本为3,440亿元人民币（475亿美元）。中国积体电路产业投资基金投资于中国最大的两家晶片代工厂中芯国际和华虹半导体，以及少数中小企业。
  • 此外，消费性电子产业的快速成长、政府推动国内製造、减少对国外技术依赖的努力导致半导体生产设备投资增加，人工智慧、物联网等新兴技术导致投资增加其中包括电动车的兴起和电动车需求的增长。
  • 中国强劲的通讯业也是市场的主要动力。例如，根据中国国家统计局的数据，2023年3月，中国通讯业累积收入约1,510亿元人民币（207.9亿美元）。同月年与前一年同期比较率约为4.8%。

半导体装置产业概况

半导体装置市场是半固定的。它随着一体化程度的提高、技术进步和地缘政治情景而波动。除了晶圆代工厂和 IDM 之间的垂直整合加剧之外，市场竞争也在加剧。参与企业包括英特尔公司、英伟达公司、京瓷公司、高通公司和意法半导体公司。

2024 年 3 月 - Amazon Web Services 和 Nvidia 宣布扩大合作，以推动 Gen AI 创新。为了帮助客户释放先进生成人工智慧的力量，Blackwell 提供NVIDIA GB200 Grace Blackwell Superchip 和B100 Tensor Core GPU，与两家公司一起提供最安全、最先进的基础设施、软体和服务，我们将扩展我们的长期合作伙伴关係。

2024 年 2 月－英特尔公司宣布成立英特尔 Foundry，这是一个以 AI 时代为导向的永续系统代工厂。我们也公布了扩张流程蓝图，以巩固我们在 2020 年代的领导地位。该公司的目标是透过先进的工具和设计流程加速英特尔晶圆代工厂客户的晶片设计，包括 Synopsys、Cadence、Siemens 和 Ansys 在内的主要合作伙伴提供了强大的客户和生态系统支援。

其他好处：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 科技趋势
  • 产业价值链/供应链分析
  • COVID-19 后遗症和其他宏观经济因素对市场的影响
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第五章市场动态

  • 市场驱动因素
    • 扩大物联网和人工智慧等技术的采用
    • 5G的普及和5G智慧型手机需求的增加
  • 市场挑战
    • 供应链中断导致半导体晶片短缺

第六章 市场细分

  • 依设备类型
    • 离散半导体
    • 光电子学
    • 感应器
    • 积体电路
      • 模拟
      • 逻辑
      • 记忆
      • 微
      • 微处理器 (MPU)
      • 微控制器（MCU）
      • 数位讯号处理器
  • 按最终用户产业
    • 车
    • 通讯（有线和无线）
    • 消费品
    • 产业
    • 计算/资料存储
    • 政府机关（航太/国防）
  • 按地区
    • 美国
    • 欧洲
    • 日本
    • 中国
    • 韩国
    • 台湾
    • 世界其他地区

第七章 半导体代工现状

  • 铸造业务销售及市场占有率：依铸造厂分类
  • 半导体销售 - IDM 与无晶圆厂
  • 截至 2021 年 12 月年底，基于晶圆厂地点的晶圆产能
  • 前五名半导体公司晶圆产能及晶圆产能趋势：依节点技术

第八章 竞争格局

  • 公司简介
    • Intel Corporation
    • Nvidia Corporation
    • Kyocera Corporation
    • Qualcomm Incorporated
    • STMicroelectronics NV
    • Micron Technology Inc.
    • Advanced Micro Devices Inc.
    • NXP Semiconductors NV
    • Toshiba Corporation
    • Texas Instruments Inc
    • Analog Devices Inc.
    • SK Hynix Inc.
    • Samsung Electronics Co. Ltd
    • Fujitsu Semiconductor Ltd
    • Rohm Co. Ltd
    • Infineon Technologies AG
    • Renesas Electronics Corporation
    • Wolfspeed Inc.
    • Broadcom Inc.
    • ON Semiconductor Corporation

第九章 市场未来展望

简介目录
Product Code: 91986

The Global Semiconductor Device Market size is estimated at USD 621.01 billion in 2024, and is expected to reach USD 928.93 billion by 2029, growing at a CAGR of 8.39% during the forecast period (2024-2029). In terms of shipment volume, the market is expected to grow from 0.82 trillion units in 2024 to 1.15 trillion units by 2029, at a CAGR of 7.02% during the forecast period (2024-2029).

Global Semiconductor Device - Market

Semiconductor devices are typically manufactured through a complex process called semiconductor fabrication or integrated circuit (IC) manufacturing. This process involves precise manipulation of the semiconductor material to create components with specific electrical behavior.

Semiconductor devices are the backbone of modern electronics, powering everything from smartphones & computers to medical devices and renewable energy systems. One of the primary advantages of semiconductor devices is their small size and compactness.

Unlike older vacuum tube technology, which requires large and bulky components, semiconductor devices can be manufactured in extremely small sizes. This miniaturization has allowed for the development of portable and wearable electronics that are lightweight and easy to carry, such as smartphones, fitness trackers, and smartwatches.

The semiconductor devices market has witnessed a significant transformation in recent years due to the increasing adoption of advanced technologies like AI and IoT. These advanced technologies have paved the way for revolutionary changes in various industries, ranging from healthcare to automotive, and have opened up new avenues for the semiconductor devices market.

The explosive growth of data consumption is one of the primary market drivers of 5G. With the proliferation of connected devices, smartphones, and IoT applications, people generate an enormous amount of data daily. 5G's higher bandwidth and capacity will support this surge in data consumption, enabling seamless connectivity for users.

Moreover, the semiconductor supply chain is a complex network of interconnected stages involving design, manufacturing, testing, and distribution. The process begins with chip design, followed by wafer fabrication, assembly, and testing. Finally, the chips are distributed to original equipment manufacturers (OEMs) who use them in various electronic devices. The surge in demand for electronic devices, driven by trends like remote working, e-commerce, and 5G adoption, has outpaced the supply capacity of semiconductor manufacturers. This increased demand has strained the entire supply chain, leading to shortages.

One of the significant aftereffects of the outbreak of COVID-19 is the increased usage of data. Moreover, it presented new opportunities for growing data generation due to increased remote working environments; various data center vendors consistently invest in new data centers in line with the insatiable need for data. According to the National Association of Software and Service Companies (NASSCOM), India's data center market investment is anticipated to reach approximately USD 4.6 billion in 2025.

Semiconductor Device Market Trends

Communication Industry to be the Largest End User

  • Semiconductors play a pivotal role in wired communications, encompassing ethernet controllers, adapters, and switches. They feature Power over Ethernet (PoE) interface controllers, crucial for supporting Voice over Internet Protocol (VoIP), alongside powerline transceivers.
  • In wireless communication, semiconductors are used in microwave, infrared, satellite, broadcast radio, mobile communications systems, Wi-Fi, and technologies such as Bluetooth and Zigbee. System-on-chip (SoC) and field-programmable gate array (FPGA) devices drive the evolution of wireless communication systems, notably 5G. Meanwhile, low-energy microcontrollers (MCUs) are pivotal in enhancing Bluetooth functionalities. Wireless sensor networks find applications in diverse fields, from environmental and structural monitoring to asset tracking.
  • The market for semiconductors that power wireless communication is undergoing significant change with the increasing implementation of 5G. According to the GSMA, in 2025, the share of 5G mobile connections of total connections in South Korea and Japan are anticipated to account for 73% and 68%, respectively. Further, 95% of mobile connections will be 5G by 2030 in GCC states and 93% in Asia. The increasing adoption of 5G smartphones and networks creates new market opportunities.
  • According to 5Gamericas.org, in 2023, the global count of fifth-generation (5G) subscriptions hit an estimated 1.9 billion, projected to soar to 8 billion by 2028. Compared to its predecessors, 5G technology boasts faster download speeds and significantly lower latency.

China to Witness Significant Growth

  • Over the years, China's semiconductor industry has rapidly expanded and become one of the largest consumers of chips in the world. China aims to reduce its dependence on imported semiconductor components by developing a robust domestic supply chain.
  • For instance, in May 2024, China established the third phase of a government-supported investment fund to expand its domestic semiconductor industry, which is the most significant phase to date. This move highlights China's determination to achieve self-sufficiency in light of US sanctions.
  • The fund has a total registered capital of CNY 344 billion (USD 47.5 billion). The China Integrated Circuit Industry Investment Fund offers funding to the country's top two chip foundries, Semiconductor Manufacturing International Corporation and Hua Hong Semiconductor, and a few smaller companies.
  • Moreover, the rapid growth of the consumer electronics industry, the government's efforts to promote domestic manufacturing and reduce reliance on foreign technology, which have led to increased investment in semiconductor production facilities, the rise of emerging technologies, such as artificial intelligence and internet of things, and the increasing demand for electric vehicles.
  • The robust telecom industry in China is also a significant market driver. For instance, according to the National Bureau of Statistics of China, in March 2023, China generated a cumulative revenue of about CNY 151 billion (20.79 USD Billion) from its telecommunications industry. It had a year-on-year growth rate of approximately 4.8% that month.

Semiconductor Device Industry Overview

The semiconductor device market is semi-consolidated. It fluctuates with growing consolidation, technological advancement, and geopolitical scenarios. In addition to this increasing vertical integration of Foundries and IDMs, intense competition in the market studied is expected to rise, considering their ability to invest, which results from their revenues. Some players include Intel Corporation, Nvidia Corporation, Kyocera Corporation, Qualcomm Incorporated, and STMicroelectronics NV.

March 2024 - Amazon Web Services and Nvidia announced the extension of their collaboration to advance Gen AI innovation. To help customers unlock advanced generative artificial intelligence capabilities, Blackwell will offer the NVIDIA GB200 Grace Blackwell super chip and B100 Tensor core GPUs, which will extend the long-standing strategic collaboration between the two companies to deliver the most secure and advanced infrastructure, software, and services.

February 2024 - Intel Corporation unveiled Intel Foundry, a sustainable systems foundry tailored for the AI era. They also revealed an extended process roadmap to solidify their leadership well into the 2020s. The company emphasized strong customer backing and ecosystem support, with key partners like Synopsys, Cadence, Siemens, and Ansys, all geared to expedite chip design for Intel Foundry's clientele through advanced tools and design flows.

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 Technological Trends
  • 4.3 Industry Value Chain/Supply Chain Analysis
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Adoption of Technologies like IoT and AI
    • 5.1.2 Increased Deployment of 5G and Rising Demand for 5G Smartphones
  • 5.2 Market Challenges
    • 5.2.1 Supply Chain Disruptions Resulting in Semiconductor Chip Shortage

6 MARKET SEGMENTATION

  • 6.1 By Device Type
    • 6.1.1 Discrete Semiconductors
    • 6.1.2 Optoelectronics
    • 6.1.3 Sensors
    • 6.1.4 Integrated Circuits
      • 6.1.4.1 Analog
      • 6.1.4.2 Logic
      • 6.1.4.3 Memory
      • 6.1.4.4 Micro
      • 6.1.4.4.1 Microprocessors (MPU)
      • 6.1.4.4.2 Microcontrollers (MCU)
      • 6.1.4.4.3 Digital Signal Processors
  • 6.2 By End-user Vertical
    • 6.2.1 Automotive
    • 6.2.2 Communication (Wired and Wireless)
    • 6.2.3 Consumer
    • 6.2.4 Industrial
    • 6.2.5 Computing/Data Storage
    • 6.2.6 Government (Aerospace and Defense)
  • 6.3 By Geography
    • 6.3.1 United States
    • 6.3.2 Europe
    • 6.3.3 Japan
    • 6.3.4 China
    • 6.3.5 Korea
    • 6.3.6 Taiwan
    • 6.3.7 Rest of the World

7 SEMICONDUCTOR FOUNDRY LANDSCAPE

  • 7.1 Foundry Business Revenue and Market Shares by Foundries
  • 7.2 Semiconductor Sales - IDM vs Fabless
  • 7.3 Wafer Capacity By End of December 2021 Based on Fab Location
  • 7.4 Wafer Capacity By Top 5 Semiconductor Companies and an Indication of Wafer Capacity by Node Technology

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Intel Corporation
    • 8.1.2 Nvidia Corporation
    • 8.1.3 Kyocera Corporation
    • 8.1.4 Qualcomm Incorporated
    • 8.1.5 STMicroelectronics NV
    • 8.1.6 Micron Technology Inc.
    • 8.1.7 Advanced Micro Devices Inc.
    • 8.1.8 NXP Semiconductors NV
    • 8.1.9 Toshiba Corporation
    • 8.1.10 Texas Instruments Inc
    • 8.1.11 Analog Devices Inc.
    • 8.1.12 SK Hynix Inc.
    • 8.1.13 Samsung Electronics Co. Ltd
    • 8.1.14 Fujitsu Semiconductor Ltd
    • 8.1.15 Rohm Co. Ltd
    • 8.1.16 Infineon Technologies AG
    • 8.1.17 Renesas Electronics Corporation
    • 8.1.18 Wolfspeed Inc.
    • 8.1.19 Broadcom Inc.
    • 8.1.20 ON Semiconductor Corporation

9 FUTURE OUTLOOK OF THE MARKET