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市场调查报告书
商品编码
1692519
全球半导体设备-市场占有率分析、产业趋势与统计、成长预测(2025-2030)Global Semiconductor Device - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030) |
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预计2025年全球半导体装置市场规模为6,700亿美元,到2030年将达到1,0100亿美元,预测期内(2025-2030年)的复合年增长率为8.39%。
从出货量来看,预计市场将从 2025 年的 8,800 亿台成长到 2030 年的 1.23 兆台,预测期间(2025-2030 年)的复合年增长率为 7.02%。
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等所有产品提供动力。半导体装置的主要优点之一是体积小、结构紧凑。
与需要大型、笨重元件的旧真空管技术不同,半导体装置可以製造成极小的尺寸。这种小型化促进了可携式、可穿戴电子产品的发展,例如重量轻且易于携带的智慧型手机、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普及,半导体装置市场发生了重大转变。这些先进技术为医疗、汽车等产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的途径。
数据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数据。 5G的高频宽和容量将支援数据消费的激增,并为用户实现无缝连接。
此外,半导体供应链是一个复杂的网络,由设计、製造、测试和分销等相互关联的阶段组成。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製造商(OEM),用于各种电子设备。受远端工作、电子商务和 5G 应用等趋势的推动,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压力,导致供不应求。
COVID-19 疫情爆发的一个显着后遗症是资料使用量的增加。此外,远距工作环境的兴起为增加资料产生带来了新的机会。各种资料中心供应商都在不断投资新的资料中心,以满足对资料永不满足的需求。据印度国家软体和服务公司协会(NASSCOM)称,到2025年,印度资料中心市场的投资预计将达到约46亿美元。
半导体装置市场处于半静态状态。它随着一体化程度的提高、技术进步和地缘政治情势的变化而波动。除了代工厂和IDM之间的垂直整合不断加强之外,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—亚马逊网路服务和 Nvidia 宣布扩大合作,以推动 Gen AI 创新。为了帮助客户释放先进的生成人工智慧的力量,Blackwell 将提供 NVIDIA GB200 Grace Blackwell 超级晶片和 B100 Tensor Core GPU,扩大两家公司长期的策略合作,以提供最安全、最先进的基础设施、软体和服务。
2024 年 2 月-英特尔公司宣布推出英特尔代工厂,这是一个针对 AI 时代的永续系统代工厂。该公司还公布了其扩张进程的蓝图,以巩固其在 21 世纪 20 年代的领导地位。该公司强调了强大的客户倡导和生态系统支持,其主要合作伙伴包括新思科技、Cadence、西门子和 Ansys,旨在透过先进的工具和设计流程加速英特尔代工客户的晶片设计。
The Global Semiconductor Device Market size is estimated at USD 0.67 trillion in 2025, and is expected to reach USD 1.01 trillion by 2030, at a CAGR of 8.39% during the forecast period (2025-2030). In terms of shipment volume, the market is expected to grow from 0.88 trillion units in 2025 to 1.23 trillion units by 2030, at a CAGR of 7.02% during the forecast period (2025-2030).
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.
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.