美国半导体市场：依类型、组件、节点规模、最终用户、地区、机会、预测，2017-2031年

2024-2031年预测期内，美国半导体市场规模预计将以7.04%的年复合成长率扩大，从2023年的2943.2亿美元增至2031年的5072.1亿美元。在美国，由于人工智慧、物联网和5G技术的出现，对半导体的需求迅速成长。此外，美国政府大力关注半导体升级，预计其销售额将在预计几年内增加并在市场上建立强大的影响力。根据半导体产业协会（SIA）的资料，2024年4月全球半导体市场规模为464亿美元，较2023年4月总计401亿美元成长15.8%，较2024年3月总计459亿美元成长1.1%。从企业营收来看，SIA约占非美国晶片企业的三分之二，占美国半导体市场的99%。

美国政府正大力投资半导体製造设施。这些设施将能够生产关键零件，这些零件有可能为从智慧型手机到医疗设备等各种设备提供动力。

美国半导体市场对智慧型手机和物联网（IoT）设备等消费性电子设备的需求不断成长，这些设备依赖类比积体电路（IC）来完成讯号处理和音讯放大等任务。类比 IC 在汽车电子领域的使用日益增多，推动了市场的成长。随着美国半导体公司投资研发以推动技术突破，美国模拟IC产业进一步焕发活力。

本报告检视了美国半导体市场，并提供了市场概况，包括依类型、组件、节点大小、最终用户、地区的趋势，以及进入市场的公司概况。

目录

第1章 专案范围与定义

第2章 研究方法

第3章 执行摘要

第4章 顾客回馈

第5章 美国半导体市场展望，2017-2031

• 市场规模分析与预测
• 市占率分析与预测
• 2023年市场地图分析
  • 依类型
  • 依组件
  • 依节点大小
  • 依最终用户
  • 依地区

第6章 波特五力分析

第7章 PESTLE 分析

第8章 价格分析

第9章 市场动态

第10章 市场趋势与发展

第11章 案例研究

第12章 竞争态势

• 前 5 名市场领导者的竞争矩阵
• 前 5 名进入公司的SWOT 分析
• 市场前10位主要参与者的情况
  • Intel Corporation
  • Nvidia Corporation
  • Texas Instruments Incorporated
  • Qualcomm Inc.
  • Micron Technology, Inc.
  • Applied Materials, Inc
  • GlobalFoundries Inc.
  • Broadcom Inc.
  • Texas Instruments Incorporated
  • Advanced Micro Devices (AMD) Inc.

第13章 策略建议

第14章 查询及免责声明

United States semiconductor market is projected to witness a CAGR of 7.04% during the forecast period 2024-2031, growing from USD 294.32 billion in 2023 to USD 507.21 billion in 2031. The demand for semiconductors is increasing abruptly in the United States due to the advent of AI, IoT, and 5G technologies. Moreover, the United States government is focusing strongly on the upgradations of semiconductors, and its increase in sales and is anticipated to establish a strong presence of the market over the forecast years. As per the Semiconductor Industry Association (SIA) of the United States, in April 2024, the global semiconductor market sales saw USD 46.4 billion, with an increase of 15.8% from April 2023's total of USD 40.1 billion and 1.1% from March 2024's total of USD 45.9 billion. With respect to revenue, SIA accounts for approximately two-third of non-US chip companies and 99% of the United States semiconductor market.

Rise in Investments by the Government Towards Semiconductor Production Facilities

The United States government is investing a significant amount of money in semiconductor production facilities. These facilities enable the manufacturing of crucial components that have the potential to power a wide range of devices, from smartphones to medical equipment.

For instance, in April 2024, The CHIPS and Science Act rewarded Samsung Electronics up to USD 6.4 billion in cash, which would allow the company to significantly expand its semiconductor production facilities in Taylor, Texas. Along with growing its current Austin factory, the investment will allow Samsung to construct two new logic fabs, an R&D center, and an advanced packaging facility. More than 21,500 jobs are anticipated to be created by this initiative, which will establish the area as a significant hub for semiconductor production. This amount will support the stability of the American semiconductor supply chain while assisting Samsung in meeting the rising demand for sophisticated processors, particularly in high-demand fields such as artificial intelligence. This partnership between Samsung and the United States government highlights how crucial local chip manufacturing leads to the rise in country's economy and security.

Increase in Utilization of Analog ICs is Proliferating the Market Growth

The United States semiconductor market is using more analog ICs due to the rising demand for consumer electronics, such as smartphones and Internet of Things (IoT) gadgets, which depend on analog integrated circuits (ICs) for tasks including signal processing and audio amplification. The market growth is being fueled by the increasing use of analog ICs in automotive electronics. The analog IC industry in the United States is being further boosted by the investments made in R&D to push breakthroughs in technology by American semiconductor businesses.

For instance, in October 2023, the Center for design of analog-digital ICs (CDADIC) based in Washington DC, announced that its current projects include a broad spectrum of RF IC and analog/mixed-signal design domains. Micro-power CMOS interface circuits, high-performance CMOS mixed-signal circuits, data encoding methods for wireline links, phase noise suppression for multi-band receivers, interferer-tolerant wireless transceivers, and PVT-invariant low-power clock generation for 5G and beyond are some of the notable projects. Teams of researchers, students, and professionals from the industry are actively working together on these projects to tackle the notable problems and contribute to the advancement in the field of analog/RF IC design of the country.

Robust Technological Advancements are Expediting the Semiconductor Market

A continuous surge in technological upgradations is accelerating the United States market growth. Upgraded semiconductor packaging is currently the key trend in the market and is expected to gain traction in the coming years. For instance, in July 2024, through the CHIPS for America initiative, the Biden-Harris administration intended to invest up to USD 1.6 billion to build and accelerate American capacity for semiconductor advanced packaging. The research and development efforts in five main areas, such as new package structures, materials, and processes, will be aided by this financing. The objective is to push the boundaries of new packaging technologies and establish a thriving local semiconductor ecosystem with a variety of sophisticated semiconductor packaging solutions. The United States will become a leader in advanced semiconductor manufacturing due to this investment, which is essential to enabling innovative applications such as artificial intelligence and high-performance computing. Moreover, the funds will be used to supplement industrial and academic private sector investments.

Government Initiatives Acting as a Catalyst

The United States government is focusing on the manufacturing of semiconductor devices by launching stringent policies in the market. These policies are estimated to bring ample opportunities for market growth in the projected years. For instance, in March 2024, Under the International Technology Security & Innovation (ITSI) Fund, the U.S. Department of State announced intentions to collaborate with the Government of Mexico to investigate prospects for expanding and diversifying the global semiconductor supply chain. Through cooperative efforts, this partnership seeks to improve the security and resilience of the semiconductor supply chain.

Coordination of government incentive programs, establishment of international semiconductor supply chains, information sharing, and the implementation of security measures are some of the areas on which the collaboration will concentrate. The United States endeavors to decrease its dependence on foreign semiconductor suppliers and establish a more resilient and varied worldwide semiconductor network by collaborating closely with Mexico, will be a significant step towards the growth of the market.

Western United States to Dominate the Market Share

The western United States, especially Silicon Valley in California, dominates the semiconductor business due to its concentration of big corporations, innovation hubs, and trained labor. This region benefits from large investments, such as the CHIPS & Science Act, which aims to increase local manufacturing. The existence of leading semiconductor companies, research institutions, and a collaborative ecosystem promotes technical innovation and increases the region's global competitiveness in the market.

However, the United States produces around 12% of the total worldwide semiconductor output, and programs such as the CHIPS Act to boost America's local chip manufacturing capabilities.

Future Market Scenario (2024 - 2031F)

In the United States, the demand for discrete power devices is gaining traction for their efficiency in power electronics applications, which, in turn, is expected to lead to extensive opportunities in the future for market growth.

Demand from automotive, industrial, and consumer electronics industries is driving the use of analog ICs in the United States. This can lead to ample opportunities for market growth over the forecast years.

Furthermore, the continuous rise in investments towards research and development solutions is amplifying the market growth extensively and is estimated to lead to the advent of new technologies, such as semiconductors, in the country.

Key Players Landscape and Outlook

Semiconductors are of vital importance to the United States due to their modern electronics, with the entire market expected to hit USD 1 trillion by 2030. The presence of a robust domestic semiconductor sector could make America an economic tycoon to the rivals.

In March 2024, the United States government granted loans totaling around USD 20 billion to Intel Corporation for financing the growth of its semiconductor production facilities. More than USD 100 billion in Intel's U.S. projects will be financed by this investment, including state-wide research and development initiatives and state-of-the-art chip manufacturing in Arizona and Ohio. Secure supply chains and homegrown semiconductor manufacturers are the two main objectives of the investment.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Product and Market Intelligence
• 4.2. Brand Awareness
• 4.3. Factors Considered in Purchase Decisions
  • 4.3.1. Quality
  • 4.3.2. Price
  • 4.3.3. Purpose
  • 4.3.4. Order Quantity
  • 4.3.5. Lifespan
  • 4.3.6. Experience in the industry
• 4.4. Operational Cost
• 4.5. Supply Chain Management
• 4.6. Demand and Supply Mechanism
• 4.7. Channel of Purchase

5. United States Semiconductor Market Outlook, 2017-2031F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Type
    • 5.2.1.1. Intrinsic
    • 5.2.1.2. Extrinsic
  • 5.2.2. By Components
    • 5.2.2.1. Memory Devices
    • 5.2.2.2. Logic Devices
    • 5.2.2.3. Analog IC
    • 5.2.2.4. MPU
    • 5.2.2.5. Discrete Power Devices
    • 5.2.2.6. MCU Sensors
    • 5.2.2.7. Others
  • 5.2.3. By Node Size
    • 5.2.3.1. 180 nm
    • 5.2.3.2. 130 nm
    • 5.2.3.3. 90 nm
    • 5.2.3.4. 65 nm
    • 5.2.3.5. 45/40 nm
    • 5.2.3.6. 32/28 nm
    • 5.2.3.7. 22/20 nm
    • 5.2.3.8. 16/14 nm
    • 5.2.3.9. 10/7 nm
    • 5.2.3.10. 7/5 nm
    • 5.2.3.11. 5 nm
  • 5.2.4. By End-user
    • 5.2.4.1. Networking and Communications
    • 5.2.4.2. Consumer Electronics
    • 5.2.4.3. Automotive
    • 5.2.4.4. Data Processing
    • 5.2.4.5. Aerospace
    • 5.2.4.6. Medical
    • 5.2.4.7. Military and Defense
    • 5.2.4.8. Others
  • 5.2.5. By Region
    • 5.2.5.1. Northeast
    • 5.2.5.2. Southwest
    • 5.2.5.3. West
    • 5.2.5.4. Southeast
    • 5.2.5.5. Midwest
  • 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
• 5.3. Market Map Analysis, 2023
  • 5.3.1. By Type
  • 5.3.2. By Components
  • 5.3.3. By Node Size
  • 5.3.4. By End-user
  • 5.3.5. By Region

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Pricing Analysis

9. Market Dynamics

• 9.1. Market Drivers
• 9.2. Market Challenges

10. Market Trends and Developments

11. Case Studies

12. Competitive Landscape

• 12.1. Competition Matrix of Top 5 Market Leaders
• 12.2. SWOT Analysis for Top 5 Players
• 12.3. Key Players Landscape for Top 10 Market Players
  • 12.3.1. Intel Corporation
    • 12.3.1.1. Company Details
    • 12.3.1.2. Key Management Personnel
    • 12.3.1.3. Products and Services
    • 12.3.1.4. Financials (As Reported)
    • 12.3.1.5. Key Market Focus and Geographical Presence
    • 12.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 12.3.2. Nvidia Corporation
  • 12.3.3. Texas Instruments Incorporated
  • 12.3.4. Qualcomm Inc.
  • 12.3.5. Micron Technology, Inc.
  • 12.3.6. Applied Materials, Inc
  • 12.3.7. GlobalFoundries Inc.
  • 12.3.8. Broadcom Inc.
  • 12.3.9. Texas Instruments Incorporated
  • 12.3.10. Advanced Micro Devices (AMD) Inc.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

13. Strategic Recommendations

14. About Us and Disclaimer

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. United States Semiconductor Market, By Value, In USD Billion, 2017-2031F
• Figure 2. United States Semiconductor Market, By Volume, In Units, 2017-2031F
• Figure 3. United States Semiconductor Market Share (%), By Type, 2017-2031F
• Figure 4. United States Semiconductor Market Share (%), By Components, 2017-2031F
• Figure 5. United States Semiconductor Market Share (%), By Node Size, 2017-2031F
• Figure 6. United States Semiconductor Market Share (%), By End-user, 2017-2031F
• Figure 7. United States Semiconductor Market Share (%), By Region, 2017-2031F
• Figure 8. By Type Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 9. By Components Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 10. By Node Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 11. By End-user Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 12. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023