市场调查报告书
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1378180
全球半导体代工市场(2016-2030):按技术节点、代工模式、应用和地区划分的机会和预测Semiconductor Foundry Market Assessment, By Technology Node, By Foundry Model, By Application, By Region, Opportunities and Forecast, 2016-2030F |
全球半导体代工市场近年来经历了显着成长,预计未来将保持稳定的扩张速度。全球半导体代工市场规模预计将从2022年的约963.4亿美元成长到2030年的1793.8亿美元,预测期内复合年增长率为8.08%。
半导体代工市场极大地受益于自动驾驶汽车的采用,而自动驾驶汽车严重依赖先进的电子产品。在美国,CHIPS 法案透过 390 亿美元的激励计划和 25% 的先进製造投资税收抵免来支持半导体製造。这些措施旨在刺激国内半导体製造、缩小与国际投资的成本差异、加强国家安全并加强技术领先地位。多家半导体公司已经宣布了多个扩大製造能力的项目,包括建立新的製造工厂和材料投资。随着自动驾驶汽车技术的不断进步,对感测器和处理器等尖端半导体元件的需求将继续推动半导体代工市场的成长。
5G网路的扩张也是半导体代工市场的主要驱动力。为了为 5G 设备和基础设施提供动力,需要製造射频晶片、高效能 CPU 和其他专用半导体组件等创新半导体。由于 5G 技术及其对更高资料速度和更低延迟的需求,需要现代半导体製造。5G网路的扩张预计将增加半导体代工厂的订单和投资,以支持市场成长。
本报告调查了全球半导体代工市场,并提供了市场定义和概述、市场规模趋势和预测、各个细分市场和地区的详细分析、行业结构、影响市场成长的因素分析、案例研究、竞争格局、主要简介公司等
Global semiconductor foundry market has experienced significant growth in recent years and is expected to maintain a strong pace of expansion in the coming years. With projected revenue of approximately USD 96.34 billion in 2022, the market is forecasted to reach a value of USD 179.38 billion by 2030, displaying a robust CAGR of 8.08% from 2023 to 2030.
The fabrication of semiconductors can be done affordably in semiconductor foundries, and provide access to innovative manufacturing techniques, scalability for large-scale production, and specialist knowledge. Through outsourcing fabrication, lowering capital costs, and accelerating time-to-market, they enable fabless semiconductor companies to concentrate on design while promoting innovation and competitiveness in the market.
Growing demand in key sectors is driving the growth of the semiconductor foundry market. The first factor driving demand for personalized chips is the development of 5G networks and the Internet of Things (IoT). Also, better semiconductor fabrication is necessary for driverless cars and AI technology. Furthermore, the foundry market experiences innovation and expansion due to the rising need for green and energy-efficient technology.
The semiconductor foundry market benefits significantly from the adoption of autonomous vehicles, which heavily rely on advanced electronics. The CHIPS Act in the United States supports semiconductor manufacturing through a substantial USD 39 billion incentive program and a 25% advanced manufacturing investment tax credit. These initiatives are aimed at stimulating domestic semiconductor production, narrowing the cost gap with international investments, bolstering national security, and reinforcing technological leadership. Various semiconductor companies have already announced multiple projects to expand manufacturing capacity, including the establishment of new fabs and investments in materials. As autonomous vehicle technology continues to advance, the demand for state-of-the-art semiconductor components such as sensors and processors will continue to drive growth in the semiconductor foundry market.
For instance, in September 2023, An innovative 3D imager for LiDAR applications, the FL6031, was unveiled by Tower Semiconductor and Fortsense. Targeting the expanding 3D imaging industry, it uses Tower's 65nm Stacked BSI CIS technology with pixel-level hybrid bonding.
The growth of 5G networks is a key driver for the semiconductor foundries market. To power 5G devices and infrastructure, it is necessary to produce innovative semiconductors. It covers RF chips, high-performance CPUs, and other specialty semiconductor parts. Modern semiconductor manufacturing is required because of the demand for 5G technology and its faster data rates and reduced latency. Semiconductor foundries are essential to supply the demand with the implementation of 5G across several nations and sectors. It is anticipated that the expansion of 5G networks would increase orders for and investments in semiconductor foundries, supporting the market development.
For example, in August 2023, the forefront 9SW RFSOI technology from GlobalFoundries was unveiled; it was created for 5G and wireless communication applications. For better communication and longer battery life, this technology improves performance, decreases power consumption, and shrinks product size.
Since advanced production techniques are required due to the complexity of semiconductor designs, companies are turning to semiconductor foundries for expertise. To produce high-performance chips, foundries with innovative technology and fabrication skills are becoming increasingly important as chip designs get more complex. These foundries provide specialized expertise and infrastructure necessary for complex designs, allowing the manufacturer of advanced chips utilized in a variety of applications such as AI and IoT. The pattern draws businesses in need of innovative production solutions, which drives the expansion of the semiconductor foundry market. Industry projections predict that the need for manufacturing of complicated chips will cause the semiconductor foundry market to expand dramatically over the forecast period.
For example, in August 2023, two technological platforms, 40ESF3 AutoPro175 and 130BCDLite Gen2 ATV125, were introduced by GlobalFoundries to satisfy the needs of connected, electrified, and autonomous automobiles. These developments make it possible to create power-efficient, temperature-tolerant automobile systems .
Pure play foundries offer the latest technologies and knowledge since they manufacture semiconductors. High-quality and economically viable chips produced by this specialization draw many fabless semiconductor companies. The market is dominated by top pure-play foundries like TSMC, GlobalFoundries, and UMC because of their commitment to innovation and economies of scale. They are major participants in the semiconductor sector owing to their capacity to provide innovative technology and customized solutions, which has solidified their leadership in the foundry market.
For instance, in August 2023, Tower Semiconductor and TriEye unveiled a pioneering CMOS-based SWIR sensor for automotive ADAS and industrial applications. The 1.3Mp 7um pixel array provides exceptional SWIR spectrum performance .
Numerous reasons contribute to Asia-Pacific's dominance in the semiconductor foundry market. The region has a robust ecosystem of semiconductor manufacturers, research facilities, and trained labor. It is home to leading foundries that have helped develop innovative technology, including TSMC (Taiwan Semiconductor Manufacturing Company) and Samsung Foundry. Additionally, Asia-Pacific frequently offers semiconductor manufacturing advantageous for economic and regulatory circumstances. Due to its strategic position and ongoing infrastructural development, Asia-Pacific region will continue to lead the semiconductor foundry market despite the rising demand for electronics, particularly in emerging nations.
For instance, in September 2023, increasing its manufacturing footprint dramatically, GlobalFoundries formally unveiled its new USD 4 billion expansion fabrication site in Singapore. The plant will increase the company's supply chain flexibility globally and generate an extra 450,000 wafers each year, supporting 1,000 employments.
On the semiconductor foundry market, government initiatives, like the CHIPS Act of 2022, have a significant effect. The Act's emphasis on enhancing domestic semiconductor production, research, and design improves the economy and national security of the country and revitalizes the semiconductor sector. The government fosters competition and innovation by offering manufacturing grants, research funding, and investment tax advantages. These initiatives are essential for reclaiming a bigger portion of the semiconductor manufacturing capacity, promoting R&D, and increasing the competitiveness of the United States in the global semiconductor foundry market. such assistance promotes expansion and sustainability in the crucial sector.
For example, in August 2023, the CD8P Series data center-class SSDs from KIOXIA America were tuned for PCIe 5.0 performance. They provide better sequential read speed and low latency for data center scenarios and are available in sizes up to 30.72TB and numerous form factors.
The COVID-19 pandemic had major influence on the semiconductor foundry market, causing demand changes and supply chain disruptions. The pandemic initially caused a decline in manufacturing and demand for semiconductors. The demand for semiconductors, however, soared by Q3 2020, notably in personal computers, mobile devices, vehicles, and wireless communications, as remote work and increasing technology usage became the norm. In particular, the 28-nanometer chip scarcity lingered into 2022. Major automakers had to reduce output, while smartphone OEMs had trouble finding parts. To improve capacity and manage the persistent problems of supply chain interruptions, the semiconductor industry responded by investing in new fabrication facilities.
The Russia and Ukraine war raised possible issues for the market for semiconductor foundries, with an emphasis on the accessibility of important raw materials like neon and palladium, which are essential parts of the production of semiconductors. The uncertainties around changes in raw material pricing and supply chain interruptions are a cause for concern. Notably, Ukraine plays a key role in the supply chain for neon, and the interruptions might have a significant impact on the semiconductor market. To maintain long-term resilience, this might involve looking into alternate material sources and considering investments in neon recycling systems.
Major players like Taiwan Semiconductor Manufacturing Company Limited, United Microelectronics Corporation, Samsung Electronics Co., Ltd., Semiconductor Manufacturing International Corporation, and Powerchip Semiconductor Manufacturing Corporation compete intensely in the semiconductor foundry market. Growing demand for innovative semiconductor solutions across varied sectors is driving the competitive environment. With a growing reliance on semiconductor foundries for state-of-the-art production capabilities, the market outlook is positive. The worldwide drive for semiconductor self-sufficiency, the advent of IoT and 5G technologies, and the shift toward lower process nodes are important themes. Players are ready to innovate, grow, and form strategic alliances to keep their competitive share high.
In September 2023, Together, MediaTek and TSMC announced the successful development of MediaTek's flagship Dimensity SoC, which will improve the performance and power efficiency of a variety of devices and go into production in the second half of 2024 .
In March 2023, Tower Semiconductor and Teramount partnered to simplify high-speed data applications by connecting optical fibers to silicon chips. The collaboration enhances scalable silicon photonics packaging for various industries.
All segments will be provided for all regions and countries covered:
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.