日本半导体市场评估：依类型、组件、节点规模、最终用户、机会、预测 (2018年度-2032年度)

日本半导体市场规模预计将从2024年度的548.1亿美元增至2032年度的797.5亿美元，在2025年度至2032年度的预测期内年复合成长率为 4.80%。半导体对日本的经济安全和技术进步变得如此重要，以至于政府和私营部门都优先考虑该行业。供应链问题和地缘政治危机促使日本政府在2023年投资约254亿美元用于半导体相关的国内生产和创新，因为半导体已成为现代技术的重要组成部分。

这项投资预计将恢復日本的半导体能力。台积电 (TSMC) 宣布的举措包括与 Rapidus 等致力于下一代晶片的领先公司合作建立新的製造设施。它的目标是透过利用公私合作伙伴关係加强研发，到2030年将当地半导体销售额增加两倍。在全球半导体需求如此之高的世界中，振兴日本半导体产业对于在日益互联的世界中提高经济弹性和保持竞争优势非常重要。这些努力预计将重建日本在半导体生产方面的竞争优势，这对于各种电子产品和基础设施系统非常重要。

政府对本地晶片生产的支持促进市场成长

日本政府推动半导体晶片的本地生产，以重建该产业。此外，大量资金分配目的是增强日本的竞争力，包括与台积电、三星电子和美光等国际公司建立合作伙伴关係，以及对本地生产的财政支持，确保各行业非常重要的半导体元件的可靠生产。

例如，2024年4月，日本将向半导体製造商Rapidus公司发放39亿美元补贴，帮助该公司加强本土晶片製造，重新夺回世界半导体强国的地位。这项激励措施将使Rapidus能够在2027年之前批量生产先进的2nm晶片，并与台积电和三星等行业巨头竞争。这项投资被视为日本加强半导体产业整体目标的一部分。

半导体工厂数量增加极大促进市场成长

日本对半导体製造的需求源自于日本希望增强其经济安全并减少对外国供应商的依赖。日本政府拨出大量资金来促进本土半导体製造商的发展。未来政府的努力将振兴日本的半导体产业，招募国际公司，并建立强大的供应链，以解决全球动盪所暴露的弱点，并为未来的成长做好准备。

例如，2024年2月，台积电在熊本附近建造了日本第一家半导体製造工厂。该工厂将采用台积电的N28 (28 奈米级) 技术製造微晶片，全面投产后将僱用约 1,700名员工。该工厂将于2024年底开始生产晶片，以满足日本汽车和消费性电子产业对超低功耗处理器不断成长的需求。

记忆体设备使用量激增推动市场成长

日本储存设备的使用不断增加，大大支持了半导体市场的扩张。随着消费性电子、汽车和资料中心等行业对先进记忆体解决方案的需求不断增加，日本製造商努力提高其製造能力。这一趋势是由对高效能资料储存和运算解决方案的需求所推动的，日本半导体市场预计在未来几年将大幅成长。

本报告研究和分析日本半导体市场，提供市场规模和预测、市场动态以及主要公司的现状和前景。

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

• 产品与市场讯息
• 品牌识别方法
• 购买决策时考虑的因素
  • 品质
  • 价格
  • 目的
  • 订单数量
  • 寿命
  • 产业经验
• 管理成本
• 供应链管理
• 供需机制
• 购买通路

第5章 日本半导体市场展望 (2018年度-2032年度)

• 市场规模分析与预测
  • 金额
  • 数量
• 市占率分析与预测
  • 依类型
  • 依组件
  • 依节点大小
  • 依最终用户
  • 依地区
  • 市占率分析：依公司 (价值) (前5名公司及其他 -2024年度)
• 市场地图分析 (2024年)
  • 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

• 市场驱动因素
• 市场挑战

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名的公司的SWOT 分析
• 前10名主要企业状况
  • Tokyo Electron Limited
  • Japan Semiconductor Corporation
  • Fujitsu Semiconductor Memory Solution Limited
  • Micron Memory Japan, K.K
  • Sony Semiconductor Solutions Corporation
  • Nuvoton Technology Corporation Japan
  • Sharp Corporation
  • TDK Corporation
  • Seiko Instruments Inc.
  • Rapidus Corporation

第13章 战略建议

第14章 关于本公司，免责声明

Japan semiconductor market is expected to observe a CAGR of 4.80% during the forecast period FY2025- FY2032, rising from USD 54.81 billion in FY2024 to USD 79.75 billion in FY2032. Semiconductors have become so important to Japan's economic security and technological advancements that both the government and private sector are prioritizing this industry. Supply chain issues and geopolitical crisis compelled the Japanese government to announce an investment of around USD 25.4 billion in 2023 for domestic production and innovation related to semiconductors, as semiconductors have become a vital factor in modern technology.

The expenditure looks forward to restoring Japan's semiconductor capabilities. Initiations that include setting up new manufacturing facilities, such as the one announced by Taiwan Semiconductor Manufacturing Company Limited (TSMC), in collaboration with leading firms, such as Rapidus, that work on next-generation chips. It leverages public-private partnerships to enhance research and development with the aim of trebling local semiconductor sales by 2030. In a world where global demand for semiconductors is so high, stimulating the semiconductor industry in Japan becomes crucial for economic resilience and sustaining competitive advantages in an increasingly interconnected world. These initiatives are expected to re-establish Japan's competitive advantage in semiconductor production, which is essential for a variety of electronic products and infrastructural systems.

Support by the Government for Local Chip Manufacturing is Augmenting the Market Growth

The Japanese government is promoting local production of semiconductor chips to rebuild its industry. Additionally, significant monetary allocations, such as financial support for local manufacturing and partnerships with international companies, such as TSMC, Samsung Electronics, and Micron, are aimed at enhancing Japan's competitiveness, guaranteeing a reliable source of essential semiconductor parts for different sectors.

For instance, in April 2024, Japan granted USD 3.9 billion in subsidies for the semiconductor manufacturer, Rapidus Corporation, allowing the company to enhance local chip manufacturing and reclaim its place as a worldwide semiconductor powerhouse. The incentives will let Rapidus mass-produce sophisticated 2-nanometer chips by 2027, thereby competing with the industry titans, including TSMC and Samsung. This investment is regarded as a part of Japan's overall aim to boost its semiconductor sector, which includes recruiting international businesses with major government assistance.

A rise in Number of Semiconductor Plants is Proliferating the Market Growth Significantly

The need for semiconductor manufacturing in Japan derives from the country's desire to increase economic security and reduce the dependency on foreign suppliers. The Japanese government has budgeted a hefty sum to encourage local semiconductor manufacturers. The upcoming government initiative seeks to rejuvenate Japan's semiconductor sector, recruit international businesses, and build a robust supply chain, addressing weaknesses revealed by global upheavals and assuring a steady supply of critical technologies for future growth.

For instance, in February 2024, TSMC built its first semiconductor fabrication factory in Japan, near Kumamoto. The factory used TSMC's N28 (28nm-class) technology to make microchips and will employ roughly 1,700 workers when fully operational. The factory will begin producing chips in the second half of 2024, meeting the rising need for ultra-low-power processors in Japan's automotive and consumer electronics sectors.

A Surge in the Utilization of Memory Devices is Fueling the Market Growth

Growing usage of memory devices in Japan is considerably driving the semiconductor market's expansion. Japanese manufacturers are working on improving manufacturing capacities due to increased demand for sophisticated memory solutions in industries, such as consumer electronics, automobiles, and data centers. The trend is driven by the requirement for high-performance data storage and computing solutions, preparing Japan's semiconductor market for significant growth in the forecast years.

For instance, in July 2024, Samsung began creating high-bandwidth memory chips for Nvidia, representing a big step forward in the competitive AI memory chip industry. Following Nvidia's acceptance of Samsung's HBM3 chips, the business plans to bridge the gap with rival SK Hynix. Despite previous deficits, Samsung intends to increase manufacturing, hoping to treble its HBM supply by 2024. This relationship is critical as the demand for AI technology continuously increases, allowing Samsung to capitalize on development potential in the rapidly developing AI memory industry.

Government Initiatives are Amplifying the Market Prosperity

Government measures are essential in the Japanese semiconductor sector, as they are one of the most vital factors driving market growth. These initiatives aim to strengthen the supply chain, stimulate technical developments, and assure economic security, addressing weaknesses revealed by global disruptions and establishing Japan as a semiconductor manufacturing leader.

For instance, in February 2024, the Japanese government announced the expansion of its financial assistance for semiconductor projects to strengthen its local chip sector and improve economic security in the face of rising global competition. The government has allocated around USD 25.83 billion in investments to attract international businesses such as TSMC, fostering collaborations with corporations such as Rapidus, and creating innovative manufacturing facilities. These programs seek to revitalize Japan's once-dominant semiconductor sector, solve supply chain weaknesses, and establish the country as a prominent player in the global fight for technical leadership in prominent industries.

Southern Japan is Expected to Emerge as the Largest Region

Kyushu region in southern Japan is becoming a major region in the semiconductor market due to its huge role in the establishment of TSMC's Kumamoto plant, a major USD 8.6 billion venture in partnership with Sony and Denso. With significant financial support from the government, this establishment is on its way to becoming one of Japan's leading chip manufacturing plants, specializing in state-of-the-art production techniques.

Furthermore, the Japanese government is proactively encouraging the production of semiconductors to improve national security and combat supply chain vulnerabilities. Tohoku and Hokkaido, along with other areas, are being established as semiconductor centers, showing a country-wide push to augment Japan's semiconductor market and regain its competitive position in the global marketplace.

Future Market Scenario (FY2025 - FY2032F)

The Japanese government intends to spend extensively on semiconductor manufacturing, with an emphasis on luring international businesses and improving local production capabilities to boost economic security. This, in turn, is expected to augment the market growth significantly over the upcoming years.

Expansion of semiconductor facilities are excavating the growth of Japanese semiconductors and will continue to gain significant financial revenue over the upcoming years. Moreover, TSMC's upgraded facility will increase manufacturing capacity and competitiveness in the worldwide market, resulting in long-term growth.

Advancements in AI, IoT, and 5G technology are expected to fuel the demand for sophisticated semiconductor devices, further pushing market expansion, and are anticipated to lead to ample opportunities for the market over the forecast years.

Key Players Landscape and Outlook

Large organizations operating in the industry have used crucial tactics such as product development, company expansion, agreements, collaborations, and acquisitions to widen their market reach and maintain the fierce competition.

In February 2024, Toshiba began building a new back-end production facility for the purpose of semiconductor manufacturing at its Himeji Operations in Japan. The plant, set to commence major production in spring 2025, will quadruple Toshiba's automotive power semiconductor production capacity compared to FY2022. The project aims to address the continuously rising demand for power devices in vehicle electrification and industrial automation while achieving carbon neutrality via renewable energy and smart manufacturing efforts.

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. Mode of 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. Japan Semiconductor Market Outlook, FY2018-FY2032F

• 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. North [Hokkaido and Tohoku]
    • 5.2.5.2. Central [Kanto and Chubu]
    • 5.2.5.3. South [Kansai, Chugoku, Shikoku, Kyushu, Okinawa]
  • 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2024)
• 5.3. Market Map Analysis, FY2024
  • 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. Tokyo Electron Limited
    • 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. Japan Semiconductor Corporation
  • 12.3.3. Fujitsu Semiconductor Memory Solution Limited
  • 12.3.4. Micron Memory Japan, K.K
  • 12.3.5. Sony Semiconductor Solutions Corporation
  • 12.3.6. Nuvoton Technology Corporation Japan
  • 12.3.7. Sharp Corporation
  • 12.3.8. TDK Corporation
  • 12.3.9. Seiko Instruments Inc.
  • 12.3.10. Rapidus Corporation

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. Japan Semiconductor Market, By Value, In USD Billion, FY2018-FY2032F
• Figure 2. Japan Semiconductor Market, By Volume, In Units, FY2018-FY2032F
• Figure 3. Japan Semiconductor Market Share (%), By Type, FY2018-FY2032F
• Figure 4. Japan Semiconductor Market Share (%), By Components, FY2018-FY2032F
• Figure 5. Japan Semiconductor Market Share (%), By Node Size, FY2018-FY2032F
• Figure 6. Japan Semiconductor Market Share (%), By End-user, FY2018-FY2032F
• Figure 7. Japan Semiconductor Market Share (%), By Region, FY2018-FY2032F
• Figure 8. By Type Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 9. By Components Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 10. By Node Size Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 11. By End-user Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 12. By Region Map-Market Size (USD Billion) & Growth Rate (%), FY2024