市场调查报告书
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全球半导体市场预测(截至 2030 年):按材料类型、组件、应用和地区进行分析Semiconductors Market Forecasts to 2030 - Global Analysis By Material Type, Component, Application and By Geography |
2024年全球半导体市场规模为7,158.9亿美元,预计2030年将达18.4582亿美元,预测期内复合年增长率为17.1%。半导体是导电率介于导体(如金属)和绝缘体(如玻璃)之间的材料。半导体是现代电子学的基础,构成电晶体、二极体和积体电路等装置的支柱。这种选择性对于控制和操纵电流极为重要,并且对于製造电子开关和放大器至关重要。此特性用于电子元件的设计,可以精确控制电子(或电洞:电子可以驻留在其中的电洞)的流动。
据爱立信称,2022年第一季5G用户数增加7,000万户,达到约6.2亿户。
越来越重视能源效率和永续性
半导体产业正在经历一场重大变革,人们越来越关注能源效率和永续性。随着世界越来越意识到其对环境的影响,人们越来越关注减少包括技术在内的所有行业的能源消耗和碳足迹。半导体是电子设备的关键组件,在向永续性的转变中发挥着至关重要的作用。半导体材料和设计的进步带来了更节能的晶片,可以在不牺牲性能的情况下降低功耗。
成本压力
成本压力严重阻碍了半导体产业的发展。这些压力源于多种因素,包括材料成本上涨、对需要昂贵製造流程的先进技术的需求不断增加,以及影响供应链的地缘政治紧张局势。半导体製造商正在努力满足汽车、家电、通讯等领域对电子设备不断增长的需求,但面临研发、生产设备和原材料成本飙升的问题。
云端处理服务和资料中心的成长
云端处理严重依赖资料中心,需要大量的处理能力、记忆体和储存容量,并正在推动对先进半导体技术的需求。这些技术包括高效能处理器、记忆体晶片和专用硬体加速器,旨在有效处理复杂的运算任务。此外,虚拟、人工智慧 (AI) 和机器学习 (ML) 的趋势也进一步放大了这一需求。人工智慧和机器学习演算法需要强大的 GPU 和专用晶片来即时处理和分析大型资料集,这对于从自动驾驶汽车到自然语言处理的广泛应用至关重要。
智慧财产权保护
半导体产业的智慧财产权(IP)保护是一把双面刃。虽然我们透过允许创造者从他们的发明中获利来保护创新并鼓励研发投资,但我们也面临重大挑战。半导体公司经常面临漫长的专利法律纠纷,这可能会抑制创新并阻碍技术进步。半导体技术复杂且涉及面广,因此即使是微小的创新也可能成为专利纠纷的主题,使公司陷入分散的境地,不得不处理大量的智慧财产权索赔。
COVID-19 的爆发对半导体产业产生了重大影响。最初,全球供应链中断导致关键零件和材料短缺,扰乱了汽车和电子等多个依赖半导体产业的生产。封锁和限制也影响了製造业务和物流,导致晶片生产和分销延迟。然而,疫情期间消费行为的变化增加了对笔记型电脑、平板电脑、游戏机等电子设备的需求,加剧了供需缺口。
预计砷化镓业务在预测期内将是最大的业务
预计砷化镓业务在预测期内将是最大的业务。砷化镓 (GaAs) 是一种化合物半导体,与硅相比具有优异的电子性能,因此备受关注,尤其是在高频和高功率应用中。与硅相比,它具有更高的电子迁移率和更低的杂讯係数,非常适合用于射频 (RF)、微波和毫米波设备。在半导体装置中,砷化镓用于製造场效电晶体(FET)、异质接面双极电晶体 (HBT) 和积体电路 (IC),这些电晶体的工作频率高于硅基电晶体可实现的频率。
分立功率元件领域预计在预测期内复合年增长率最高
分立功率元件领域预计在预测期内复合年增长率最高。分离式功率元件包括二极体、电晶体和闸流体等组件,在管理电子电路中的功率流以及有效转换和控制电能方面发挥关键作用。分立功率元件的最新进展主要集中在提高开关速度、功率处理能力和能源效率等性能指标。碳化硅 (SiC) 和氮化镓 (GaN) 等宽能带隙材料的开发等创新使这些装置能够在更高的频率和温度下运行,并且能量损失最小。
在预测期内,北美占据了最大的市场份额。智慧型手机严重依赖处理器、储存晶片、感测器和显示器驱动器等半导体组件,所有这些对于该地区的功能和性能至关重要。随着消费者对更先进智慧型手机的需求增加,全部区域对更先进半导体技术为这些设备提供动力的需求也在增加。北美是主要高科技公司和半导体製造商的所在地,透过增加半导体製造设施的生产、创新和投资,正从这一趋势中受益。
预计欧洲在预测期内将保持盈利成长。随着消费者和企业越来越依赖数位通讯、串流媒体服务和云端运算,全部区域对先进半导体元件的需求正在迅速增加。这些组件,例如微处理器、储存晶片和高速资料转换器,对于在全部区域实现更快的资料传输和处理能力至关重要。此外,5G 网路和物联网 (IoT) 设备等技术的兴起进一步放大了这一需求,需要能够支援全部区域增加的资料吞吐量并保持可靠性的半导体解决方案。
According to Stratistics MRC, the Global Semiconductors Market is accounted for $715.89 billion in 2024 and is expected to reach $1,845.82 billion by 2030 growing at a CAGR of 17.1% during the forecast period. Semiconductors are materials that have electrical conductivity between that of conductors (like metals) and insulators (like glass). They are fundamental to modern electronics, forming the backbone of devices like transistors, diodes, and integrated circuits. This selectivity is crucial for controlling and manipulating electrical currents, which is essential for creating electronic switches and amplifiers. This property is exploited in the design of electronic components where the flow of electrons (or holes, which are vacancies where electrons could exist) can be precisely regulated.
According to Ericsson, the number of 5G subscriptions increased by 70 million during the first quarter of 2022, reaching about 620 million.
Increasing emphasis on energy efficiency and sustainability
The semiconductor industry is experiencing a significant evolution driven by increased emphasis on energy efficiency and sustainability. As global awareness of environmental impacts grows, there is a heightened focus on reducing energy consumption and carbon footprints across all sectors, including technology. Semiconductors, crucial components in electronic devices, play a pivotal role in this shift toward sustainability. Advancements in semiconductor materials and designs are leading to more energy-efficient chips that consume less power without compromising performance.
Cost pressures
Cost pressures are significantly impeding the semiconductor industry. These pressures arise from various factors, including rising material costs, increased demand for advanced technologies requiring expensive manufacturing processes, and geopolitical tensions affecting supply chains. As semiconductor manufacturers strive to meet the escalating demand for electronics in sectors like automotive, consumer electronics, and telecommunications, they face mounting expenses in research and development, production facilities and raw materials.
Growth in cloud computing services and data centers
Cloud computing relies heavily on data centers that require vast amounts of processing power, memory, and storage capacity, driving the demand for advanced semiconductor technologies. These technologies include high-performance processors, memory chips, and specialized hardware accelerators designed to handle complex computational tasks efficiently. Moreover, the trend towards virtualization, artificial intelligence (AI), and machine learning (ML) further amplifies this demand. AI and ML algorithms require powerful GPUs and specialized chips to process and analyze large datasets in real-time, which are essential for applications ranging from autonomous vehicles to natural language processing.
Intellectual property protection
Intellectual property (IP) protection in the semiconductor industry is a double-edged sword. While it safeguards innovations and encourages research and development investments by ensuring creators can profit from their inventions, it also poses significant challenges. Semiconductor companies often face prolonged legal battles over patents, which can stifle innovation and hinder technological progress. The complexity and breadth of semiconductor technologies mean that even minor innovations can be subject to patent disputes, leading to a fragmented landscape where companies must navigate numerous IP claims.
The Covid-19 pandemic significantly impacted the semiconductor industry. Initially, disruptions in global supply chains led to shortages of critical components and materials, hampering production across various sectors reliant on semiconductors, such as automotive and electronics. Lockdowns and restrictions also affected manufacturing operations and logistics, causing delays in chip production and distribution. However, shifts in consumer behavior during the pandemic increased demand for electronics, including laptops, tablets, and gaming consoles, exacerbating the supply-demand gap.
The Gallium Arsenide segment is expected to be the largest during the forecast period
Gallium Arsenide segment is expected to be the largest during the forecast period. Gallium arsenide (GaAs) is a compound semiconductor that has gained prominence for its superior electronic properties compared to silicon, particularly in high-frequency and high-power applications. It exhibits a higher electron mobility and lower noise figure than silicon, making it ideal for use in radio frequency (RF), microwave, and millimeter-wave devices. In semiconductor devices, GaAs is used to manufacture field-effect transistors (FETs), heterojunction bipolar transistors (HBTs), and integrated circuits (ICs) that operate at frequencies exceeding those achievable with silicon-based counterparts.
The Discrete Power Devices segment is expected to have the highest CAGR during the forecast period
Discrete Power Devices segment is expected to have the highest CAGR during the forecast period. Discrete Power Devices, which include components like diodes, transistors, and thyristors, play a crucial role in managing power flow within electronic circuits, converting and controlling electrical energy efficiently. Recent advancements in discrete power devices have focused on improving performance metrics such as switching speed, power handling capabilities and energy efficiency. Technological innovations, such as the development of wide-bandgap materials like silicon carbide (SiC) and gallium nitride (GaN), have enabled these devices to operate at higher frequencies and temperatures while minimizing energy losses.
North America region commanded the largest share of the market over the extrapolated period. Smartphones rely heavily on semiconductor components such as processors, memory chips, sensors and display drivers, all of which are essential for their functionality and performance across the region. As consumer demand for more advanced smartphones grows, so does the need for more sophisticated semiconductor technologies to power these devices throughout the region. North America, home to major tech giants and semiconductor manufacturers, benefits from this trend through increased production, innovation, and investment in semiconductor manufacturing facilities.
Europe region is projected to hold profitable growth during the forecast period. As consumers and businesses alike rely more on digital communication, streaming services and cloud computing, there is a burgeoning need for advanced semiconductor components across the region. These components, such as microprocessors, memory chips, and high-speed data converters, are crucial for enabling faster data transmission and processing capabilities across the region. Moreover, the rise of technologies like 5G networks and Internet of Things (IoT) devices further amplifies this demand, necessitating semiconductor solutions that can handle increased data throughput and maintain reliability across the region.
Key players in the market
Some of the key players in Semiconductors market include Analog Devices, Inc, Broadcom Inc, Infineon Technologies, Intel Corporation, Kyocera Corporation, Marvell Technology Group, NXP Semiconductors, Powertech Technology Inc, Renesas Electronics Corporation, Screen Holdings Co. Ltd, Sony Semiconductor Solutions Corporation and United Microelectronics Corporation.
In March 2023, Envision Energy, an Envision Group subsidiary providing the world's leading green technology, announced that it has started adopting Analog Devices, Inc. (Micro Electromechanical Systems) MEMS sensor technology in its new generation of smart wind turbines.
In March 2023, Samsung Electronics Co., Ltd., the global leader in innovative memory technology, and NAVER Corporation, a leading internet company, collaborated to develop hyper-scale semiconductor solutions for Artificial Intelligence (AI) Models.
In February 2023, Qualcomm Technologies Inc. and NEC Corporation announced the continuation of the cooperation to promote the commercialization of next-generation networks with their latest 5G vDU powered with the X100 5G Accelerator card.
In December 2022, Global Chip Manufacturer Qualcomm Technologies introduced its WiFi-7 capable chipsets as a part of its new immersive home platform that supports high-speed connections.