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市场调查报告书
商品编码
1284189
到 2028 年的 3D IC 和 2.5D IC 封装市场预测 - 按封装技术(3D 硅通孔 (TSV)、3D 晶圆级芯片级封装 (WLCSP)、2.5D)、按应用、按最终用户、按地区进行全球分析3D IC and 2.5D IC Packaging Market Forecasts to 2028 - Global Analysis By Packaging Technology (3D Through-Silicon Via, 3D Wafer-Level Chip-Scale Packaging and 2.5D), Application, End User and By Geography |
根据Stratistics MRC,2022年全球3D IC & 2.5D IC封装市场规模将达到493亿美元,预计2028年将达到1010亿美元,预测期以復合年增长率增长期间的 12.7%
2.5D/3D 封装是一种将许多集成电路 (IC) 封装到同一封装中的方法。 对于 2.5D,两个或多个有源半导体芯片并排放置在硅中介层的顶部,以实现非常高的芯片到芯片连接密度。 有源芯片的三维结构与芯片堆迭集成在一起,以实现最短的连接和最小的封装尺寸。 2.5D 和 3D 凭藉极高的封装密度和出色的能效等优势,近年来成为合适的 chiplet 集成平台。
根据 WSTS 的数据,由于传感器和 MEMS 中先进晶圆级封装技术的使用激增,半导体 IC 市场的收入将在 2021 年达到 4630 亿美元,到 2022 年将增长 10% 以上,达到 5109 亿美元。预计将达到 6000 万美元,相信在预测期内将为 3D IC 封装市场提供增长前景。
由于最近的技术进步,许多新产品进入市场,例如电子书阅读器、游戏设备、平板电脑、3D 智能眼镜、增强现实和虚拟现实产品,这些产品具有高性能。电子元件是必要的。 3D IC 封装技术通过缩短关键路径和减少延迟来帮助克服处理器和内存之间的性能差距。 通过将重点从器件级缩放转移到电路和系统级缩放,缩放可以以有效的方式继续进行。
3D IC 的单位面积集成度非常高。 虽然这对于许多关注小型化的应用很有吸引力,但它也带来了热管理挑战,因为更高的集成度会导致更高的片上温度。 由于集成度的提高导致芯片内部温度升高,因此3D IC存在必须解决的难题,例如更大的外形尺寸、更大的硅中介层和更长的设计週期。 在使用 TSV 製造 3D IC 时观察到过热现象。 温度升高导致阈值电压下降和迁移率下降。
3D IC 封装可以在智慧城市技术的开发和部署中发挥重要作用。 智慧城市使用各种电子设备、传感器和系统来实时收集和分析数据,以实现更好的决策制定和资源管理。 通过利用 3D IC 封装,这些设备和系统可以做得更小、功能更强大且更节能。 这可以降低智慧城市基础设施的总成本和规模,同时提高性能和可靠性。
信息化、云、可访问性和物联网 (IoT) 应用正在推动半导体行业的业务发展。 为了满足现代信息和通信技术 (ICT) 系统的需求,随着集成电路 (IC) 技术的缩小,需要改进封装技术。 封装开发和设计必须同时满足价格、效率、外形尺寸和可靠性的目标。 在布局操作方面,给定封装的功率密度高于典型的 2D 芯片。 然而,解决可靠性问题非常重要,也是阻碍市场增长的一个因素。
COVID-19 大流行对各种业务产生了重大影响,并推动了全球新医疗设备和小工具的开发。 自大流行爆发以来,多家医疗设备製造商宣布增加几种新仪器和设备的产量。 由于 3D IC 封装在医疗和保健行业有许多应用,製造工作的增加预计将增加对 3D IC 和 2.5D IC 封装的需求。
3D 晶圆级芯片级封装 (WLCSP) 细分市场是要求最苛刻的封装类型之一,并且由于它提供了增强的印刷电路板功能和改进的热稳定性,因此将实现有利可图的增长。预计 3D WLCSP 是一种用于製造 3D IC 的更简单的工艺架构,采用能够承受高温的聚合物并解决了市场最大的挑战:热稳定性。 3D WLCSP 在空间受限的消费电子产品、其他便携式设备和工业产品中越来越受欢迎,以提供经济、紧凑、轻便和高性能的半导体解决方案。
在预测期内,MEMS/传感器领域预计将以最高复合年增长率增长。 MEMS 功能组件包括微传感器、微执行器和微电子器件。 先进的 MEMS 器件包括加速度计、陀螺仪、数字罗盘、惯性模块、压力传感器、湿度传感器、麦克风和智能传感器。 在所有这些组件和传感器中,基本要求是小型化结构。 因此,很多传感器都采用了3D IC和2.5D IC封装。
由于在许多消费电子产品(包括智能手机和平板电脑设备)中的广泛使用,预计亚太地区在预测期内将占据最高的市场份额。 这是由于该地区人口密度高,使其成为四大区域中3D IC和2.5D IC封装潜在市场最大的区域。
预计在预测期内,北美的复合年增长率最高。 这是由于对电子产品的需求增加、远程工作和操作模式的增加以及数字化的增加,所有这些都增加了美国对尖端半导体设备的需求。 随着对半导体设备的需求不断增长,最新的封装技术提供了当今数字世界所需的处理能力和外形规格。 预计这些因素将推动 3D IC 和 2.5D IC 在美国的销售。
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According to Stratistics MRC, the Global 3D IC and 2.5D IC Packaging Market is accounted for $49.3 billion in 2022 and is expected to reach $101.0 billion by 2028 growing at a CAGR of 12.7% during the forecast period. 2.5D / 3D packaging is a way of putting numerous integrated circuits (IC) into the same package. Two or more active semiconductor chips are put side by side atop a silicon interposer in a 2.5D arrangement to achieve extraordinarily high die-to-die connection density. Active chips in 3D structures are integrated via die stacking for the shortest connectivity and lowest package footprint. Because of their advantages in obtaining exceptionally high package density and great energy efficiency, 2.5D and 3D have gained traction as an appropriate chiplet integration platform in recent years.
According to WSTS, the IC market for semiconductors reached USD 463 billion in revenue in 2021 and is expected to grow by over 10% to USD 510.96 billion in 2022 due to the surging usage of advanced wafer-level packaging technologies in sensors and MEMS, is expected to provide growth prospects for the 3D IC packaging market during the forecast period.
Many new gadgets are entering the market as a result of recent technological advancements, such as e-book readers, gaming devices, tablet computers, 3D smart glass, augmented reality, and virtual reality products, all of which require high-performance electronic components. By shortening the critical route and lowering latency, 3D IC packaging technology has helped overcome the processor memory performance gap. It also enables scaling to continue in an effective manner by shifting the emphasis from device-level scaling to circuit- and system-level scaling.
3D integrated circuits provide extremely dense multi-level integration per unit footprint. Though this is appealing for many applications where miniaturisation is a concern, it also poses thermal management challenges; increased integration leads to high on-chip temperatures. A bigger form factor, the need for a larger silicon interposer, and lengthier design cycles are all difficulties that must be addressed with 3D ICs. During the production of 3D ICs with TSVs, overheating has been observed. Elevated temperatures cause a decrease in threshold voltage and mobility deterioration.
3D IC packaging has the potential to play an important role in the development and deployment of smart city technologies. Smart cities use a range of electronic devices, sensors, and systems to gather and analyse data in real time, allowing for better decision-making and resource management. These devices and systems can be made smaller, more powerful, and energy efficient by utilising 3D IC packaging. This contributes to lowering the total cost and size of smart city infrastructure while enhancing performance and dependability.
Applications like as information centred, cloud, accessibility, and the Internet of Things (IoT) drive the semiconductor sector business. To meet the needs of modern information and communication technology (ICT) systems, packaging technology must improve in tandem with the scaling of integrated circuit (IC) technology. Package development and design must fulfil price, efficiency, form factor, and dependability goals all at the same time. When it comes to operating the layout, the power density for a given footprint is higher than for typical 2D chips. However, addressing issues of dependability will be critical which hampers the growth of the market.
The COVID-19 pandemic has had a huge influence on different businesses while also propelling the development of new medical equipment and gadgets throughout the world. Following the pandemic outbreak, several medical equipment manufacturing companies announced an increase in the production of several new equipment and devices. Because 3D IC packaging has numerous applications in the medical and healthcare industries, increased manufacturing initiatives are expected to increase demand for 3D IC and 2.5D IC packaging.
The 3D wafer-level chip-scale packaging (WLCSP) segment is estimated to have a lucrative growth, due to its one of most tightly packaging type, offering enhanced capabilities and improved thermal stability in printed circuit boards. 3D WLCSP is a simpler process architecture for producing 3D ICs, which employs polymers that can withstand high temperatures, resolving the thermal stability issue, which is the market's biggest difficulty. Because it provides economical, small, lightweight, exceptional performance semiconductor solutions, 3D WLCSP has been gaining prominence in facility-constrained consumer's electronic applications and other portable consumer devices, as well as industrial products.
The MEMS/Sensors segment is anticipated to witness the highest CAGR growth during the forecast period, because MEMS functional components include micro sensors, micro actuators, and microelectronics. MEMS advanced elements include accelerometers, gyroscopes, digital compasses, inertial modules, pressure sensors, humidity sensors, microphones, and smart sensors, among others. The essential need in all of these parts and sensors is a miniaturised construction. As a result, many sensors are now using 3D IC and 2.5D IC packaging.
Asia Pacific is projected to hold the highest market share during the forecast period owing to its extensive reach in numerous consumer electronics applications, notably smartphone and tablets, the Asia Pacific area is one of the important markets for 3D IC and 2.5D IC packaging. This is mostly due to the region's high population density, which makes it the greatest potential market for 3D IC and 2.5D IC packaging among the four key areas.
North America is projected to have the highest CAGR over the forecast period, owing to rising demand for electronics; growing patterns of remote work and remote operations, and boosting digitalization have all contributed to the need for cutting-edge semiconductor devices in the United States. As the demand for semiconductor devices rises, modern packaging techniques provide the processing power and form factor required for today's digital world. These factors are expected to drive 3D IC and 2.5D IC sales in the United States.
Some of the key players profiled in the 3D IC and 2.5D IC Packaging Market include Samsung, ASE Technology Holding Co., Ltd., Amkor Technology, Broadcom, United Microelectronics Corporation, Texas Instruments Inc, Powertech Technology Inc., JCET Group Co., Ltd., Taiwan Semiconductor Manufacturing Company, Ltd., Intel Corporation, Toshiba Corporation, Invensas, GlobalFoundries, Siliconware Precision Industries Co. Ltd (SPIL) and Jiangsu Changjiang Electronics Technology Co., Ltd.
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