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市场调查报告书
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半导体铸造-市场占有率分析、行业趋势和成长预测（2025-2030 年）

Semiconductor Foundry - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 218 Pages | 商品交期: 2-3个工作天内

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简介目录

预计预测期内半导体代工市场复合年增长率将达 7.67%

半导体代工市场-IMG1

关键亮点

  • 预计跨境政府（尤其是韩国和美国）之间的密切伙伴关係将推动代工市场的成长。此外，各国政府鼓励企业在不洩露商业机密的情况下披露半导体生产信息，以便发现瓶颈并防止供应链中断。美国政府已要求三星、台积电等企业自愿填写此类资讯的详细资料。
  • 如果正确应用，进阶分析可以显着改善营运和获利能力，同时推动成长。然而，包括几家半导体公司在内的许多公司在采用此类策略方面进展缓慢。
  • 由于高速连接的日益普及、云端运算的日益普及以及资料处理和分析的使用日益增多，物联网 (IoT) 的普及正在稳步增长。例如，根据爱立信的数据，预计2022年全球蜂巢式物联网连接数量将达到19亿，到2027年将增长到55亿，在此期间的复合年增长率为19%。
  • 创新放缓可能导致采用该技术的新用户减少，从而减少晶片製造商对新开发项目的资金投入。这可能会形成一个自我强化的循环，逐渐降低通用晶片的经济吸引力并减缓技术进步。
  • 儘管受到新冠疫情的影响，全球半导体市场在 2020 年下半年仍保持强劲成长，并持续到 2021 年。该行业一直在努力应对高亏损和不断增长的需求，导致供应链出现巨大缺口，这主要是由于新冠疫情造成的。病毒最初传播导致代工厂关闭或降低运转率，因为担心汽车等关键领域对晶片的需求下降。与半导体代工厂最初的预测相反，由于需求增加，产量下降导致全球半导体短缺。

半导体铸造市场趋势

家用电子电器和通讯是最大的终端用户产业

  • 消费性电子是半导体晶圆代工厂市场的主要应用领域之一。笔记型电脑、耳机、穿戴式装置和智慧型手机等家用电子电器的日益普及正在推动这一领域的成长。
  • 半导体是家用电子电器的重要组成部分，能够实现通讯、计算和广泛应用等关键功能的进步。此外，家用电子电器技术和规模的快速发展也推动了对先进半导体技术的需求。
  • 根据美国科技协会（CTA）预测，2021年消费科技产业收益将成长2.8% ，与前一年同期比较%。对智慧型手机、健康设备、汽车技术和串流媒体服务的强劲需求可能会推动大部分预测收益。
  • 2023 年 1 月，苹果宣布计划开发采用 3 奈米製程製造的 Apple M3 处理器的新款 MacBook Air 和 iMac。按照这些计划，台积电将于 2022 年 12 月开始为下一代 Mac、iPhone 和其他 Apple 设备批量生产 3 奈米晶片製程。
  • 此外，穿戴式装置的成长也推动了新型、更小晶片的采用，从而推动了大量生产这些晶片的半导体代工厂的成长。根据思科系统公司预测，到2022年，北美连网穿戴装置的数量将达到4.39亿台，高于2021年的3.788亿台。全球整体连网穿戴装置数量已超过10亿台。

北美占据主要市场占有率

  • 由于半导体技术在连网型设备和汽车领域的应用日益广泛，北美半导体製造市场正经历显着成长。预计北美代工市场将由美国主导，因为该领域面临来自国内和国际竞争对手的激烈竞争。
  • 多年来，美国的地位面临无数挑战，但凭藉其韧性和快速行动的能力，它始终屹立不摇。据美国半导体产业协会称，自90年代以来，美国半导体产业一直在晶片销售方面占据全球领先地位，占全球市场占有率的近50%。此外，美国半导体公司在研发、设计和製造製程技术方面持续保持领先或极具竞争力。
  • 根据半导体产业协会（SIA）的数据，全球销售的晶片中约有47%是在美国製造的。这种差异对美国经济和国家安全构成了严重威胁，因此商界相关人员和政界人士最近开始呼吁在美国建造半导体工厂。因此，英特尔、三星和台积电都热衷于透过对新晶圆厂的资本投资来扩大其在美国的业务，这将为美国未来的半导体製造业提供巨大的推动力。
  • 例如，英特尔最初表示，计划投资超过200亿美元，于2022年1月在俄亥俄州开设两家新的尖端晶片工厂。作为英特尔IDM 2.0计画的一部分，这项投资将有助于提高产量，满足对先进半导体日益增长的需求，并为公司新一代尖端产品提供动力。
  • 此外，台积电于2022年11月宣布，将于2024年开始在其亚利桑那州工厂生产3奈米晶片，该工厂目前为苹果供应。台积电在亚利桑那州的工厂是拜登政府推动该国晶片製造业计画的一部分。
  • 此外，加拿大拥有独特的优势——其经济、金融和政治体系、训练有素的劳动力以及作为一个开放商业国家的良好国际声誉——可以采取必要措施成为未来半导体代工领域的卓越地区。魁北克的 IBM 微电子公司仍在封装先进的电脑晶片，并致力于 5G 所需的新型光学元件技术。

半导体代工产业概况

随着市场整合，业内代工厂正在激烈竞争，争取与无晶圆厂供应商的业务，以进一步扩大其影响力和市场占有率。此外，这些参与企业正在加大对产能扩张的投资。

现有的前五名供应商——台积电、三星电子、联电、格芯和中芯国际——拥有相当高的市场渗透率，并且每年都在争夺更大的市场占有率。在过去几年中，5G 和物联网已成为推动单位生产的一些关键驱动力，预计这将成为未来几年代工厂的战略重点。创新水平、上市时间和业绩是市场参与企业脱颖而出的关键标准。由于整合不断加强、技术进步和地缘政治情势的变化，所研究的市场正在经历波动。

2022年12月，台湾半导体製造有限公司（台积电）宣布，将把在美国亚利桑那州的投资计画从先前的120亿美元增加到400亿美元，金额增加两倍多。亚利桑那州工厂将生产iPhone处理器使用的3nm和4nm晶片。

2022年12月，三星电子宣布计画在2023年提高韩国最大半导体晶圆厂的晶片产能。

2022 年 10 月，美国参议员 Patrick Leahy 和 GlobalFoundries 宣布，他们已获得 3000 万美元的联邦资金，用于推进 GlobalFoundries 位于佛蒙特州埃塞克斯交界处的晶圆厂开发和生产下一代硅基氮化镓 (GaN) 半导体。这笔 3000 万美元的联邦资金将使 GF 能够购买工具并扩大 200 毫米 GaN 晶圆製造在高功率应用晶片生产中的开发和实施，包括电动车、工业马达和能源应用。

其他福利

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

目录

第一章 引言

  • 研究假设和市场定义
  • 研究范围

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
    • 竞争对手之间的竞争强度
  • 铸造运转率趋势
  • 产业价值链分析
  • COVID-19 市场影响

第五章市场动态

  • 市场驱动因素
    • 透过分析优化半导体工艺
    • 汽车、物联网和人工智慧领域推动市场
  • 市场问题
    • 摩尔定律正在达到其物理极限
  • 重点产业伙伴关係
  • 半导体相关铸造趋势

第六章市场区隔

  • 透过技术节点
    • 10/7/5 nm
    • 16/14 nm
    • 20 nm
    • 28 nm
    • 45/40 nm
    • 65 nm
    • 其他技术节点
  • 按应用
    • 家用电子电器与通讯
    • 车
    • 工业的
    • HPC
    • 其他的
  • 按地区
    • 北美洲
    • 欧洲、中东和非洲
    • 亚太地区

第七章竞争格局

  • 公司简介
    • TSMC Limited
    • Globalfoundries Inc.
    • United Microelectronics Corporation（UMC）
    • Semiconductor Manufacturing International Corporation（SMIC）
    • Samsung Electronics Co. Ltd（Samsung Foundry）
    • Dongbu Hitek Co. Ltd
    • Intel Corporation
    • Hua Hong Semiconductor Limited
    • Powerchip Technology Corporation
    • STMicroelectronics NV
    • Tower Semiconductor Ltd.
    • Vanguard International Semiconductor Corporation
    • X-FAB Silicon Foundries
    • NXP Semiconductors NV
    • Renesas Electronics Corporation
    • Microchip Technologies Inc.
    • Texas Instruments Inc.

第 8 章 研究期间影响 IDMS 半导体（OSD 和 IC）收入和成长的关键趋势和动态

第九章 研究期间IDMS的演员收入

第 10 章。研究期间前 5 大半导体收入供应商市场占有率和按类别（OSD 和 IC）分類的百分比份额

第 11 章供应商市场占有率分析—纯游戏公司

第十二章投资分析

第十三章 投资分析市场未来前景

简介目录
Product Code: 59307

The Semiconductor Foundry Market is expected to register a CAGR of 7.67% during the forecast period.

Semiconductor Foundry - Market - IMG1

Key Highlights

  • Close partnerships between governments across borders, especially in South Korea and the United States, are anticipated to help the growth of the foundry market. Further, governments are encouraging companies to disclose semiconductor production information without revealing trade secrets to identify bottlenecks and prevent supply chain disruptions. The United States government asked firms like Samsung and Taiwan Semiconductor Manufacturing to voluntarily fill out a form detailing such information.
  • Advanced analytics, when applied correctly, can drastically enhance operations and margins while simultaneously spurring growth. Despite this, many companies, including several semiconductor companies, have been slow to adopt these strategies.
  • Owing to the increasing availability of high-speed connectivity, rising cloud adoption, and increasing use of data processing and analytics, the adoption of the Internet of Things (IoT) is growing steadily. For instance, as per Ericsson, there were 1.9 billion cellular IoT connections in the world in 2022, which is expected to grow to 5.5 billion in 2027, registering a CAGR of 19% over the period.
  • Slowing innovation may lead to fewer new users adopting the technology, reducing the money chipmakers have for funding new developments. This may create a self-reinforcing cycle that steadily makes the economics of universal chips less attractive, slowing down technical progress.
  • Despite the effects of the COVID-19 pandemic, the global semiconductor market observed robust growth in the latter half of 2020, which continued in 2021 as well. The industry was riddled with a high deficit and increasing demand, leading to a significant supply chain gap primarily attributed to the COVID-19 pandemic. The initial spread of the virus led to the shutting down or the reduction of foundry capacity utilization, fearing the decreasing demand for the chips across major sectors, like automotive. The diminished output led to a global shortage of semiconductors as the demand increased despite the initial estimates by semiconductor foundries.

Semiconductor Foundry Market Trends

Consumer Electronics and Communication to be the Largest End-user Industry

  • Consumer electronics is one of the prominent application segments for the semiconductor foundry market. The growing adoption of consumer electronics devices, such as laptops, earphones, wearables, and smartphones, has propelled the segment's growth.
  • Semiconductors are essential components of consumer electronics, enabling key features, such as advances in different applications like communication, computing, and others. In addition, the rapid development in the technology and size of consumer electronics has also been leading to the demand for advanced semiconductor technology.
  • According to the Consumer Technology Association (CTA), in the United States, consumer technology industry revenue is projected to grow by 2.8% from 2021's impressive 9.6% growth over the year before. Strong demand for smartphones, health devices, automotive technologies, and streaming services would help the market to propel much of the projected revenue.
  • In January 2023, Apple announced its plan to develop its new MacBook Air and iMac with the Apple M3 processor, built on a 3-nanometer process. In line with these plans, in December 2022, TSMC began mass production of its 3-nanometer chip process for the next generations of Mac, iPhone, and other Apple devices.
  • Furthermore, the growth in wearables has also been leading to the adoption of new miniaturized chips, which propels the growth of semiconductor foundries that manufacture such chips in bulk. According to Cisco Systems, the number of connected wearable devices in North America reached 439 million in 2022 from 378.8 million in 2021. Globally, the number of connected wearable devices crossed 1 billion.

North America to Hold Significant Market Share

  • The market for semiconductor manufacturing in North America is expanding significantly due to the growing use of semiconductor technology in connected devices and the automotive sector. The North American foundry market is predicted to be dominated by the United States because of the sector's intense competition from international and local competitors.
  • Although America's position has faced numerous challenges throughout the years, it has always survived, owing to its resilience and capacity to move more quickly. Since the 1990s, the U.S. semiconductor sector has led the world in chip sales, holding close to 50% of the annual global market share, according to SIA. Additionally, American semiconductor companies continue to lead or be very competitive in research and development, design, and manufacturing process technology.
  • Approximately 47% of the chips sold worldwide are created in the United States, according to the Semiconductor Industry Association (SIA). This discrepancy creates severe threats to the economy and national security of the United States, which is why both business insiders and politicians have recently started to demand the construction of semiconductor fabs in the country. Due to this, with capital investments for new fabs, Intel, Samsung, and TSMC have all expressed a willingness to grow their businesses in the United States, which will significantly support the country's future semiconductor manufacturing sector.
  • For instance, Intel initially declared intentions to invest more than USD 20 billion in creating two new cutting-edge chip facilities in Ohio in January 2022. As part of Intel's IDM 2.0 plan, the investment will assist increase production in meeting the soaring demand for advanced semiconductors, powering a new generation of cutting-edge products from the business.
  • In addition, TSMC declared in November 2022 that it will start producing 3-nanometer chips at its Arizona factory, where it now supplies Apple, in 2024. The Arizona factory of TSMC is a component of the Biden administration's plan to promote chip manufacturing in the country.
  • Moreover, Canada is in a unique position, with economic, financial, and political systems, a highly-trained workforce, and a significant reputation internationally as a country that is open for business and is poised to take essential steps to emerge as a prominent region in the future semiconductor foundry landscape. IBM Microelectronics in Quebec still packages advanced computer chips and is now taking on new optical component technologies required for 5G.

Semiconductor Foundry Industry Overview

Owing to the consolidated nature of the market, foundries in the industry are competing intensely to gain access to fabless vendor deals to expand their presence and market share further. In addition, these players are increasingly investing in increasing their production capabilities.

The levels of market penetration for the existing top 5 vendors, TSMC, Samsung Electronics, UMC, GlobalFoundries, and SMIC, are significantly high, and these vendors are competing to gain a higher market share each year. In recent times, 5G and IoT have emerged as some of the significant drivers for units to be produced, and this is expected to be a strategic focus for foundries over the coming years. The level of innovation, time-to-market, and performance are the key terms by which the players differentiate themselves in the market. With growing consolidation, technological advancement, and geopolitical scenarios, the market studied is witnessing fluctuations.

In December 2022, Taiwan Semiconductor Manufacturing Co (TSMC) announced that it would more than triple its planned investment in Arizona, United States, to USD 40 billion from a previously announced USD 12 billion. The Arizona plants would produce 3-nm and 4-nm chips used for iPhone processors.

In December 2022, Samsung Electronics Ltd. announced plans to step up chip production capacity at its largest semiconductor fabrication plant in South Korea in 2023.

In October 2022, US Senator Patrick Leahy and GlobalFoundries announced the award of USD 30 million in federal funding to advance the development and production of next-generation gallium nitride (GaN) on silicon semiconductors at GF's Fab facility in Essex Junction, Vermont. The USD 30 million federal funding will enable GF to purchase tools and extend the development and implementation of 200 mm GaN wafer manufacturing in making chips for high-power applications, including electric vehicles, industrial motors, and energy applications.

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 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 Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Foundry Capacity Utilization Trends
  • 4.4 Industry Value Chain Analysis
  • 4.5 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Optimization of Semiconductor Processes through Analytics
    • 5.1.2 Automotive, IoT, and AI Sectors are Driving the Market
  • 5.2 Market Challenges
    • 5.2.1 Moores Law is about Reaching its Physical Limitation
  • 5.3 Major Industry Partnerships
  • 5.4 Foundry Trends Related to Semiconductor Products

6 MARKET SEGMENTATION

  • 6.1 By Technology Node
    • 6.1.1 10/7/5 nm
    • 6.1.2 16/14 nm
    • 6.1.3 20 nm
    • 6.1.4 28 nm
    • 6.1.5 45/40 nm
    • 6.1.6 65 nm
    • 6.1.7 Other Technology Nodes
  • 6.2 By Application
    • 6.2.1 Consumer Electronics and Communication
    • 6.2.2 Automotive
    • 6.2.3 Industrial
    • 6.2.4 HPC
    • 6.2.5 Other Applications
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe, Middle East and Africa
    • 6.3.3 Asia Pacific

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 TSMC Limited
    • 7.1.2 Globalfoundries Inc.
    • 7.1.3 United Microelectronics Corporation (UMC)
    • 7.1.4 Semiconductor Manufacturing International Corporation (SMIC)
    • 7.1.5 Samsung Electronics Co. Ltd (Samsung Foundry)
    • 7.1.6 Dongbu Hitek Co. Ltd
    • 7.1.7 Intel Corporation
    • 7.1.8 Hua Hong Semiconductor Limited
    • 7.1.9 Powerchip Technology Corporation
    • 7.1.10 STMicroelectronics NV
    • 7.1.11 Tower Semiconductor Ltd.
    • 7.1.12 Vanguard International Semiconductor Corporation
    • 7.1.13 X-FAB Silicon Foundries
    • 7.1.14 NXP Semiconductors NV
    • 7.1.15 Renesas Electronics Corporation
    • 7.1.16 Microchip Technologies Inc.
    • 7.1.17 Texas Instruments Inc.

8 OVERALL SEMICONDUCTOR (O-S-D AND IC) SALES BY IDMS DURING THE STUDY PERIOD AND KEY TRENDS AND DYNAMICS INFLUENCING THE GROWTH

9 FOUNDRY SALES BY IDMS DURING THE STUDY PERIOD

10 VENDOR MARKET SHARES BY TOP 5 IDMS BASED ON SEMICONDUCTOR SALES AND AN INDICATION OF THE PERCENTAGE SHARES BY CATEGORY (O-S-D VS IC) DURING THE STUDY PERIOD

11 VENDOR MARKET SHARE ANALYSIS - PUREPLAY COMPANIES

12 INVESTMENT ANALYSIS

13 FUTURE OF THE MARKET