市场调查报告书
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2030 年半导体材料市场预测:按产品类型、材料、应用和地区分類的全球分析Semiconductor Materials Market Forecasts to 2030 - Global Analysis By Product Type, Material, Application and By Geography |
根据Stratistics MRC的数据,2024年全球半导体材料市场规模为665.2亿美元,预计到2030年将达到976.1亿美元,预测期内复合年增长率为6.6%。
半导体材料因其独特的电气特性而成为现代电子产品的关键元件。这些材料的导电率介于导体(例如金属)和绝缘体(例如玻璃)之间。半导体的电导率可以透过引入杂质或施加电场或光来控制和改变,这使得它们在各种电子应用中具有极其广泛的用途。硅和锗等本征半导体在室温下的电导率有限,但可以透过升高温度或施加能量来提高其电导率。
爱立信表示,5G行动用户数从2020年的2.7396亿增加至2021年的6.6418亿,预计2027年全球整体将达到43.8977亿。
家用电子电器需求增加
家用电子电器需求的不断增长极大地增强了半导体材料的实力。随着消费者偏好转向更智慧、更互联的设备,对先进半导体的需求持续飙升。这些半导体构成了现代电子产品的支柱,为从智慧型手机和笔记型电脑到智慧家电和汽车电子产品的所有产品提供动力。这种需求的增加正在推动半导体材料的创新和投资,促使製造商开发更有效率、更小、更强大的晶片。
製造成本高
製造半导体材料需要复杂的技术和精密的工艺,需要先进的设备和熟练的劳动力。这些因素对营运成本影响很大。维持创新和市场竞争力所需的研发成本高昂,包括对新材料、设计方法和製造技术的投资。然而,环境和法规合规性进一步增加了成本,因为半导体製造商必须遵守严格的标准。
资料中心和云端处理服务的成长
资料中心的快速扩张和云端处理服务需求的增加正在推动半导体材料大幅上涨。资料中心需要大量的高效能处理器、记忆体晶片和储存设备来处理大量资料和储存。这些设备依靠硅、砷化镓和磷化铟等先进半导体材料,在速度、效率和可靠性方面提供卓越的性能。透过互联网提供运算能力和资料储存的云端处理服务进一步推动了对半导体材料的需求。
智慧财产权问题
智慧财产权(IP)议题为半导体材料产业带来重大挑战,阻碍创新和进步。这些问题主要源于复杂的专利和版权网络,涵盖半导体设计、製造流程和材料成分的各个方面。该行业的公司在研发方面投入巨资,以创造尖端技术和材料,并经常获得专利来保护其创新。然而,专利的激增可能会导致侵权、授权合约和市场垄断等纠纷和法律纠纷。
COVID-19大流行对半导体材料产业产生了重大影响。最初,封锁扰乱了製造流程和供应链,导致半导体製造所必需的关键材料和零件短缺。旅行限制和社交距离要求进一步扰乱了业务,推迟了生产计划并加剧了供应限制。然而,在大流行期间,消费行为的变化,例如对用于远距工作和学习的电子和数位设备的需求增加,增加了半导体製造商增加产量的压力。
预计二硫化钼业务在预测期内将是最大的业务
预计二硫化钼业务在预测期内将是最大的业务。 MoS2 是一种二维材料,具有单层形式的直接能隙,可实现高效的发射和吸收,这对于光电应用至关重要。它们的高载流子迁移率和出色的热稳定性使其适用于电晶体和其他半导体装置,提供比传统硅基技术更好的性能。此外,MoS2 的原子薄结构具有灵活性、透明性,并可整合到柔性透明电子设备中。
航太和国防领域在预测期内的复合年增长率最高。
航太和国防领域预计在预测期内复合年增长率最高。透过优先考虑半导体创新,该产业的目标是在卫星通讯、雷达系统和无人机(UAV)等多个领域实现突破。这些进步对于提高航太和国防应用中使用的电子元件的性能、可靠性和效率至关重要。半导体材料在实现更快的处理速度、提高功率效率和小型化方面发挥着至关重要的作用,所有这些对于下一代国防技术的发展至关重要。
在估计期间,北美地区占据了最大的市场份额。从智慧家电到工业感测器,物联网设备需要先进的半导体技术来实现全部区域的高效资料处理和连接。物联网采用的激增正在推动专业半导体材料的区域发展,这些材料可提供更高的性能、能源效率和整合能力。此外,人工智慧的快速发展正在推动全部区域对更强大的处理器和记忆体解决方案的需求。北美半导体製造商处于人工智慧专用硬体开发的最前沿,利用尖端材料来提高运算能力并优化功耗。
预计欧洲地区在预测期内将保持盈利成长。政府政策旨在刺激研究和开发、鼓励创新并加强全部区域的本地製造能力。补贴通常帮助半导体公司升级技术、提高效率并减少对环境的影响。此外,投资半导体教育和培训计划将有助于确保拥有维持此高科技产业成长所需的熟练劳动力。政府倡议优先考虑永续实践,并促进环保半导体材料和製程的区域发展。
According to Stratistics MRC, the Global Semiconductor Materials Market is accounted for $66.52 billion in 2024 and is expected to reach $97.61 billion by 2030 growing at a CAGR of 6.6% during the forecast period. Semiconductor materials are crucial elements in modern electronics due to their unique electrical properties. These materials have a conductivity between that of conductors (like metals) and insulators (like glass). The conductivity of semiconductors can be controlled and modified by introducing impurities or by applying electrical fields or light, making them highly versatile for various electronic applications. Intrinsic semiconductors, such as silicon and germanium, have a limited conductivity at room temperature but can conduct better at higher temperatures or with added energy.
According to Ericsson, 5G mobile subscription, which grew from 273.96 million in 2020 to 664.18 million in 2021, is expected to reach 4,389.77 million globally by 2027, driving the demand for semiconductor chips and semiconductor materials in the process.
Rising demand for consumer electronics
The increasing demand for consumer electronics is significantly bolstering the semiconductor materials. As consumer preferences shift towards smarter and more interconnected devices, the need for advanced semiconductors continues to surge. These semiconductors form the backbone of modern electronic devices, powering everything from smartphones and laptops to smart home appliances and automotive electronics. This rising demand is driving innovation and investment in semiconductor materials, pushing manufacturers to develop more efficient, smaller and powerful chips.
High cost of production
The fabrication of semiconductor materials involves intricate technologies and precise processes, demanding sophisticated equipment and highly skilled labor. These factors contribute substantially to operational expenses. The research and development required to innovate and stay competitive in the market incur substantial costs, including investments in new materials, design methodologies and manufacturing techniques. However, environmental and regulatory compliance further add to expenses as semiconductor manufacturers must adhere to stringent standards.
Growth in data centers and cloud computing services
The rapid expansion of data centers and the increasing demand for cloud computing services have substantially boosted the semiconductor materials. Data centers require vast arrays of high-performance processors, memory chips, and storage devices to handle massive amounts of data processing and storage. These facilities rely on advanced semiconductor materials like silicon, gallium arsenide, and indium phosphide, which offer superior performance in terms of speed, efficiency, and reliability. Cloud computing services, which deliver computing power and data storage over the internet, have further fueled the demand for semiconductor materials.
Intellectual property issues
Intellectual property (IP) issues pose significant challenges to the semiconductor materials industry, impeding innovation and progress. These issues arise primarily from the complex web of patents and copyrights that cover various aspects of semiconductor design, fabrication processes, and materials compositions. Companies in this sector invest heavily in research and development to create cutting-edge technologies and materials, often securing patents to protect their innovations. However, the proliferation of patents can lead to disputes and legal battles over infringement, licensing agreements, and market exclusivity.
The Covid-19 pandemic significantly affected the semiconductor materials industry. Initially, lockdown measures disrupted manufacturing processes and supply chains, leading to shortages of critical materials and components essential for semiconductor production. Travel restrictions and social distancing requirements further hampered operations, delaying production timelines and exacerbating supply constraints. However, shifts in consumer behavior during the pandemic, such as increased demand for electronics and digital devices for remote work and learning, intensified pressure on semiconductor manufacturers to ramp up production.
The Molybdenum Disulfide segment is expected to be the largest during the forecast period
Molybdenum Disulfide segment is expected to be the largest during the forecast period. As a two-dimensional material, MoS2 exhibits a direct bandgap in the monolayer form, which allows for efficient light emission and absorption, crucial for optoelectronic applications. Its high carrier mobility and excellent thermal stability make it suitable for transistors and other semiconductor devices, offering performance advantages over traditional silicon-based technologies. MoS2's atomically thin structure also enables flexibility, transparency, and integration into flexible and transparent electronic devices.
The Aerospace & Defense segment is expected to have the highest CAGR during the forecast period
Aerospace & Defense segment is expected to have the highest CAGR during the forecast period. By prioritizing semiconductor innovation, this industry aims to achieve breakthroughs in various domains such as satellite communications, radar systems, and unmanned aerial vehicles (UAVs). These advancements are crucial for enhancing the performance, reliability, and efficiency of electronic components used in aerospace and defense applications. Semiconductor materials play a pivotal role in enabling higher processing speeds, improved power efficiency, and miniaturization, all of which are essential for developing next-generation defense technologies.
North America region commanded the largest share of the market over the extrapolated period. IoT devices, ranging from smart appliances to industrial sensors, demand advanced semiconductor technologies for efficient data processing and connectivity across the region. This surge in IoT adoption is driving the regional development of specialized semiconductor materials that offer higher performance, energy efficiency and integration capabilities. Furthermore, AI's rapid evolution is fueling demand for more powerful processors and memory solutions across the region. North American semiconductor manufacturers are at the forefront of developing AI-specific hardware, leveraging cutting-edge materials to enhance computational capabilities and optimize power consumption.
Europe region is projected to hold profitable growth during the forecast period. Government policies aim to stimulate research and development, encourage innovation, and strengthen local manufacturing capabilities across the region. Subsidies often support semiconductor companies in upgrading technologies, improving efficiency, and reducing environmental impact throughout the region. Additionally, investment in semiconductor education and training programs ensures a skilled workforce, crucial for sustaining growth in this high-tech industry. Government initiatives prioritize sustainable practices, promoting the regional development of eco-friendly semiconductor materials and processes.
Key players in the market
Some of the key players in Semiconductor Materials market include Cabot Microelectronics Corporation, Dupont, FormFactor, Inc, Hemlock Semiconductor, Honeywell International Inc, JSR Corporation, KLA Corporation, SUMCO Corporation, Texas Instruments Incorporated and Ultrapure Technology, Inc.
In June 2024, G-7 leaders announced plans for a semiconductor supply chain coordination group. The group will help G-7 leaders focus on subsea cable connectivity for Internet security and resilience, amid global chip shortage challenges.
In February 2024, Researchers from the Indian Institute of Technology Guwahati, Department of Electronics and Electrical Engineering and Centre for Nanotechnology, in collaboration with IIT Mandi and Institute of Sensor and Actuator Systems, Technical University Wien, developed a cost-effective method to grow a special semiconductor.