市场调查报告书
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1530859
2030 年积体电路 (IC) 市场预测:按产品类型、封装类型、设计方法、技术、最终用户和地区进行的全球分析Integrated Circuits Market Forecasts to 2030 - Global Analysis By Product Type, Packaging Type, Design Approach, Technology, End User and By Geography |
根据 Stratistics MRC 的数据,2024 年全球积体电路 (IC) 市场规模为 7,426 亿美元,预计到 2030 年将达到 17,087 亿美元,预测期内复合年增长率为 14.9%。
积体电路 (IC) 是一种小型电子电路,它将许多元件(例如电晶体、电阻器和电容器)整合到单一半导体晶片上。这种紧凑且多功能的设备构成了现代电子产品的基础,为从智慧型手机到工业设备的一切设备提供动力。 IC 市场涵盖各种应用的晶片设计、製造和销售,包括家用电子电器、汽车、通讯和其他各个领域。
根据半导体产业协会(SIA)的资料,2022年汽车IC销售额达341亿美元,与前一年同期比较增29.2%。
电子设备需求增加
智慧型手机、平板电脑、穿戴式装置和其他消费性电子产品的激增正在推动对 IC 的巨大需求。此外,物联网、人工智慧和 5G 等新兴技术正在创造需要先进 IC 解决方案的新应用。汽车产业向电动和自动驾驶汽车的转变也推动了积体电路的使用。多个最终用途行业不断增长的需求是推动市场成长的主要因素。
研发成本高
开发新的 IC 设计和製造流程需要大量的研发投资。随着 IC 技术的进步,与晶片设计和製造相关的复杂性和成本不断增加。这种高进入障碍限制了创新和市场准入,特别是对于中小企业而言。此外,对专用设备和设备的需求增加了总体成本,并可能限制市场成长。
新兴国家市场拓展
亚洲、非洲和拉丁美洲的新兴国家为IC市场提供了巨大的成长机会。在这些地区,可支配收入的增加、都市化的加快以及技术采用的扩大正在推动对家用电子电器和其他 IC 产品的需求。此外,印度和越南等国政府提高国内製造能力的努力可能为积体电路公司创造新的市场机会。
智慧财产权盗窃
IC 产业竞争激烈,智慧财产权 (IP) 成为重要资产。然而,智慧财产权盗窃的风险,特别是企业间谍活动和国家主导的活动,对公司的竞争优势和创新努力构成了重大威胁。这可能会限制研发投资并减缓产业的技术进步。
疫情最初扰乱了全球供应链和製造业务,导致生产延误和短缺。然而,对支援远端工作和数位服务的电子设备的需求增加部分抵消了这些挑战。这场危机也可能加速数位转型趋势,为市场创造长期成长机会。
专用积体电路(ASIC)领域预计将在预测期内成为最大的领域
ASIC 领域预计将主导市场。 ASIC 专为特定应用而设计,与通用 IC 相比,可提供最佳化的效能、效能和成本效率。人工智慧、加密货币挖矿和物联网等领域对客製化解决方案的需求不断增长,推动了 ASIC 的采用。此外,ASIC 增强安全性和 IP 保护的能力使其对各个行业都具有吸引力,并有助于其市场主导地位。
硅锗 (SiGe) 领域预计在预测期内复合年增长率最高
预计 SiGe 领域的复合年增长率最高。与传统硅相比,SiGe 技术在高频和高速应用中具有卓越的性能。这使得它特别适合 5G 基础设施、汽车雷达系统和卫星通讯。对这些应用不断增长的需求,加上 SiGe 能够实现更小、更节能的设备,正在推动市场快速成长。
预计亚太地区将主导积体电路(IC)市场。这一优势得益于台湾、韩国和中国等国家的主要半导体製造地。该地区强大的消费电子市场,加上政府促进国内积体电路生产的倡议,为该地区带来了巨大的市场占有率。此外,主要参与者的存在和成熟的供应链进一步巩固了亚太地区的主导地位。
预计亚太地区积体电路(IC)市场将出现良好成长。高成长率是由半导体製造能力投资增加所推动的,特别是在印度和越南等国家。该地区的家用电子电器市场正在迅速扩张,再加上 5G 和物联网等新兴技术的采用,正在推动对 IC 的需求。政府对国内晶片生产的支持以及全球供应链向亚洲的转移也促进了该地区的加速成长。
According to Stratistics MRC, the Global Integrated Circuits (ICs) Market is accounted for $742.6 billion in 2024 and is expected to reach $1,708.7 billion by 2030, growing at a CAGR of 14.9% during the forecast period. Integrated circuits (ICs) are miniaturized electronic circuits containing numerous components, such as transistors, resistors, and capacitors, fabricated on a single semiconductor chip. These compact, versatile devices form the foundation of modern electronics, powering everything from smartphones to industrial equipment. The IC market encompasses the design, manufacturing, and sale of these chips across various applications, including consumer electronics, automotive, telecommunications, and other various sectors.
According to data from the Semiconductor Industry Association (SIA), sales of automotive ICs increased by 29.2% year-over-year in 2022, reaching $34.1 billion.
Increasing demand for electronics
The growing adoption of smartphones, tablets, wearables, and other consumer electronics is driving significant demand for ICs. Additionally, emerging technologies like IoT, AI, and 5G are creating new applications that require advanced IC solutions. The automotive sector's shift towards electric and autonomous vehicles is also boosting IC usage. This rising demand across multiple end-use industries is a major factor propelling market growth.
High R&D costs
Developing new IC designs and manufacturing processes requires substantial investments in research and development. As IC technology advances, the complexity and costs associated with designing and fabricating chips continue to increase. This high barrier to entry can limit innovation and market participation, especially for smaller companies. The need for specialized equipment and facilities also adds to the overall costs, potentially restraining market growth.
Market expansion in developing countries
Emerging economies in Asia, Africa, and Latin America present significant growth opportunities for the IC market. Rising disposable incomes, increasing urbanization, and growing technology adoption in these regions are driving demand for consumer electronics and other IC-enabled products. Additionally, government initiatives to boost domestic manufacturing capabilities in countries like India and Vietnam could create new market opportunities for IC companies.
Intellectual property theft
The highly competitive nature of the IC industry makes intellectual property (IP) a critical asset. However, the risk of IP theft, especially through corporate espionage or state-sponsored activities, poses a significant threat to companies' competitive advantages and innovation efforts. This can discourage investments in R&D and potentially slow down technological advancements in the industry.
The pandemic initially disrupted global supply chains and manufacturing operations, causing production delays and shortages. However, increased demand for electronics supporting remote work and digital services partially offsets these challenges. The crisis also accelerated digital transformation trends, potentially creating long-term growth opportunities for the market.
The application-specific integrated circuits (ASICs) segment is expected to be the largest during the forecast period
The ASICs segment is expected to dominate the market. ASICs are designed for specific applications, offering optimized performance, power efficiency, and cost-effectiveness compared to general-purpose ICs. The growing demand for customized solutions in areas like AI, cryptocurrency mining, and IoT is driving ASIC adoption. Additionally, ASICs' ability to provide enhanced security and IP protection makes them attractive for various industries, contributing to their market dominance.
The silicon-germanium (SiGe) segment is expected to have the highest CAGR during the forecast period
The SiGe segment is projected to experience the highest CAGR. SiGe technology offers superior performance in high-frequency and high-speed applications compared to traditional silicon. This makes it particularly suitable for 5G infrastructure, automotive radar systems, and satellite communications. The growing demand for these applications, coupled with SiGe's ability to enable smaller, more energy-efficient devices, is driving its rapid market growth.
Asia Pacific is expected to dominate the integrated circuits (ICs) market. The dominance is driven by the presence of major semiconductor manufacturing hubs in countries like Taiwan, South Korea, and China. The region's strong consumer electronics market, coupled with government initiatives to boost domestic IC production, contributes to its large market share. Additionally, the presence of key players and a well-established supply chain further solidify Asia Pacific's leading position.
Asia Pacific is anticipated to witness lucrative growth in the integrated circuits (ICs) market. The high growth rate is fueled by increasing investments in semiconductor manufacturing capabilities, particularly in countries like India and Vietnam. The region's rapidly expanding consumer electronics market, coupled with the adoption of emerging technologies like 5G and IoT, is driving demand for ICs. Government support for domestic chip production and the shift of global supply chains towards Asia are also contributing to the region's accelerated growth.
Key players in the market
Some of the key players in Integrated Circuits (ICs) market include AMD, Analog Devices, Broadcom Inc., Infineon Technologies AG, Intel Corporation, Marvell Technology, Inc., MediaTek Inc., Micron Technology, Inc., Nvidia Corporation, NXP Semiconductors N.V., ON Semiconductor Corporation, Qualcomm Technologies, Inc., Renesas Electronics Corporation, Samsung Electronics, SK Hynix, STMicroelectronics N.V., Taiwan Semiconductor Manufacturing Company (TSMC), and Texas Instruments.
In June 2024, Intel Corporation has achieved a revolutionary milestone in integrated photonics technology for high-speed data transmission. At the Optical Fiber Communication Conference (OFC) 2024, Intel's Integrated Photonics Solutions (IPS) Group demonstrated the industry's most advanced and first-ever fully integrated optical compute interconnect (OCI) chiplet co-packaged with an Intel CPU and running live data. Intel's OCI chiplet represents a leap forward in high-bandwidth interconnect by enabling co-packaged optical input/output (I/O) in emerging AI infrastructure for data centers and high performance computing (HPC) applications.
In May 2024, MediaTek held the MediaTek Dimensity Developer Conference (MDDC) 2024 in Shenzhen, where the Taiwan-based semiconductor company unveiled its latest flagship 5G chipset, the Dimensity 9300+. With a theme of "AI Empowers Everything," MDDC 2024 delved into the applications and advances in artificial intelligence technology across various domains, and the possibilities it brings to terminal devices. The Dimensity 9300+ has adopted TSMC's third-generation 4nm process technology, according to MediaTek. The new chip boasts big-core CPU architecture, housing an octa-core CPU comprising four Cortex-X4 ultra-large cores clocked at up to 3.4 GHz, and four Cortex-A720 large cores operating at 2.0 GHz.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.