市场调查报告书
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2030 年半导体晶圆代工厂市场预测:按晶圆代工厂类型、技术节点、最终用户和地区分類的全球分析Semiconductor Foundry Market Forecasts to 2030 - Global Analysis by Foundry Type (Pure Play Foundry and Integrated Device Manufacturers (IDMs)), Technology Node (7 nm, 5 nm, 3 nm, 14 nm, 22 nm, 45 nm, 65 nm and 90 nm & Above), End User and By Geography |
根据Stratistics MRC的数据,2024年全球半导体晶圆代工厂市场规模为1,398亿美元,预计到2030年将达到2,357亿美元,预测期内复合年增长率为9%。
製造半导体装置的专业製造工厂称为半导体代工厂。代工厂专门使用客户(通常是无厂半导体公司或集成设备製造商 (IDM))提供的设计来製造晶片。这些设施使用先进技术在硅晶圆上建构电路。
根据半导体产业协会(SIA)预测,2021年全球半导体产业销售额将达5,565亿美元,较2020年的4,404亿美元大幅成长26.2%。
电子设备需求不断成长
由于各领域对先进电子设备的需求不断增加,半导体晶圆代工厂市场正经历强劲成长。消费性电子、汽车、通讯和运算产业越来越需要先进的半导体来支援 5G、人工智慧和物联网 (IoT) 等新兴技术。智慧型设备、自动驾驶汽车和高效能运算系统的激增对尖端半导体製造能力产生了前所未有的需求。
高资本投资
由于建立和维护最先进的製造设施所需的资金非常高,该市场面临巨大的障碍。建造最先进的半导体工厂需要巨额财务投资,通常达到数十亿美元。这些成本包括生产 5 奈米和 3 奈米等先进节点尺寸晶片所需的复杂机械,如微影术设备、先进蚀刻设备和复杂沉积设备。持续的技术升级和基础设施发展将进一步加剧这些巨大的财政挑战。
政府支持力道加大
世界各国政府越来越认识到半导体製造的战略重要性,从而产生了大量的支持和投资倡议。美国、欧盟等国家都投入大量资金发展国内半导体产能。例如,美国的《晶片法案》和欧盟的计画旨在减少对外国供应商的依赖,并增强国家的技术竞争力。这些倡议为半导体晶圆代工厂扩大其製造基础设施创造了良好的机会。
原料短缺
世界各地的半导体晶圆代工厂面临原材料供应链中断的潜在威胁。地缘政治紧张局势、贸易限制以及製造业集中在某些地区(例如亚太地区)可能会导致关键半导体製造组件的供应出现脆弱性。 COVID-19 大流行凸显了这些供应链的脆弱性,并展示了外部因素如何迅速影响原材料的供应。美国和中国等主要经济体之间持续的贸易紧张局势使原材料筹资策略更加复杂。
COVID-19 大流行极大地改变了半导体晶圆代工厂的格局。最初的供应链中断导致製造延误和零件短缺。然而,远距工作和数位转型导致对电子产品的需求增加,创造了前所未有的市场机会。向无线通讯和数位基础设施的转变加速了半导体的采用。儘管面临最初的挑战,该行业仍表现出了韧性,消费性电子、通讯和运算领域对先进晶片的需求强劲。
纯晶圆代工市场预计将在预测期内成为最大的市场
纯晶圆代工市场预计将在预测期内成为最大的市场。 Pureplay 代工厂专门为其他公司製造晶片,而不透过设计自己的晶片与客户竞争。这些专业知识使我们能够吸引广泛的客户,并对先进製造流程进行大量投资,从而增强我们的市场主导地位。
5nm 细分市场预计在预测期内将经历最高的复合年增长率
预计 5 奈米细分市场在预测期内复合年增长率最高。 5奈米製程节点是最先进的半导体技术,在性能和能源效率方面提供了显着的改进。随着人工智慧、5G 和高效能运算等应用对更强大、更有效率晶片的需求增加,5 奈米细分市场将快速成长。
预计亚太地区在预测期内将主导市场占有率。台湾、韩国和中国等国已成为世界半导体製造地。该地区受益于发达的供应链、台积电和三星等成熟的代工厂以及大量的基础设施投资。先进的製造能力、强大的生态系统和政府的战略支持造就了该地区压倒性的市场领导地位。
预计北美在预测期内将经历最高的成长率。该地区正在积极致力于分散半导体製造并减少对亚洲供应商的依赖。透过《CHIPS 法案》等倡议进行的大量投资,加上强大的创新和大量资金,正在推动半导体代晶圆代工厂的扩张。英特尔等公司正大力投资国内製造能力,为北美半导体晶圆代工厂市场的加速成长做好准备。
According to Stratistics MRC, the Global Semiconductor Foundry Market is accounted for $139.8 billion in 2024 and is expected to reach $235.7 billion by 2030, growing at a CAGR of 9% during the forecast perio. A specialized manufacturing facility that creates semiconductor devices is called a semiconductor foundry. Foundries specialize in creating chips using designs supplied by customers, who are usually fabless businesses or integrated device manufacturers (IDMs). These facilities build circuits on silicon wafers using sophisticated techniques.
According to the Semiconductor Industry Association (SIA), global semiconductor industry sales reached $556.5 billion in 2021, marking a significant 26.2% increase from the 2020 total of $440.4 billion.
Rising demand for electronics
The semiconductor foundry market is experiencing robust growth driven by escalating demand for advanced electronic devices across multiple sectors. Consumer electronics, automotive, telecommunications, and computing industries are increasingly requiring sophisticated semiconductors for emerging technologies like 5G, artificial intelligence, and Internet of Things (IoT). The proliferation of smart devices, autonomous vehicles, and high-performance computing systems is creating unprecedented demand for cutting-edge semiconductor manufacturing capabilities.
High capital investment
The market faces significant barriers due to extraordinarily high capital requirements for establishing and maintaining advanced manufacturing facilities. Constructing state-of-the-art semiconductor fabs demands massive financial investments, typically reaching several billion dollars. These expenses encompass sophisticated machinery like photolithography machines, advanced etchers, and complex deposition tools necessary for producing chips at advanced node sizes such as 5 nm or 3 nm. The continuous technological upgrades and infrastructure maintenance further escalate these substantial financial challenges.
Increased government support
Governments worldwide are increasingly recognizing the strategic importance of semiconductor manufacturing, leading to substantial support and investment initiatives. The United States, European Union, and other nations are allocating significant funds to develop domestic semiconductor production capabilities. For instance, the US CHIPS Act and the EU's plan aim to reduce dependence on foreign suppliers and strengthen national technological competitiveness. These initiatives create promising opportunities for semiconductor foundries to expand their manufacturing infrastructure.
Raw material shortages
Global semiconductor foundries face potential threats from raw material supply chain disruptions. Geopolitical tensions, trade restrictions, and concentrated manufacturing in specific regions like Asia Pacific can create vulnerabilities in obtaining critical semiconductor manufacturing components. The COVID-19 pandemic highlighted these supply chain fragilities, demonstrating how external factors can rapidly impact material availability. Ongoing trade tensions between major economies like the United States and China further complicate raw material procurement strategies.
The COVID-19 pandemic dramatically transformed the semiconductor foundry landscape. Initial supply chain disruptions caused manufacturing delays and component shortages. However, the increased demand for electronic devices due to remote work and digital transformation created unprecedented market opportunities. The shift towards wireless communication and digital infrastructure accelerated semiconductor adoption. Despite initial challenges, the industry demonstrated resilience, with demand for advanced chips in consumer electronics, telecommunications, and computing sectors experiencing significant growth.
The pure play foundry segment is expected to be the largest during the forecast period
The pure play foundry segment is expected to be the largest during the forecast period. Pure play foundries focus exclusively on manufacturing chips for other companies without competing with their customers by designing their own chips. This specialization allows them to attract a wide range of clients and invest heavily in advanced manufacturing processes, driving their market dominance.
The 5 nm segment is expected to have the highest CAGR during the forecast period
The 5 nm segment is expected to have the highest CAGR during the forecast period. The 5 nm process node represents cutting-edge semiconductor technology, offering significant improvements in performance and energy efficiency. As demand grows for more powerful and efficient chips in applications like AI, 5G, and high-performance computing, the 5 nm segment is poised for rapid growth.
Over the forecasted timeframe, the Asia Pacific region is anticipated to dominate the market share. Countries like Taiwan, South Korea, and China have established themselves as global semiconductor manufacturing hubs. The region benefits from well-developed supply chains, established foundries like TSMC and Samsung, and significant infrastructure investments. Advanced manufacturing capabilities, a robust ecosystem, and strategic government support contribute to the region's overwhelming market leadership.
North America is projected to experience the highest growth rate during the forecast period. The region is actively working to decentralize semiconductor manufacturing and reduce dependence on Asian suppliers. Significant investments through initiatives like the CHIPS Act, coupled with strong technological innovation and substantial funding, are driving semiconductor foundry expansion. Companies like Intel are making substantial investments in domestic manufacturing capabilities, positioning North America for accelerated growth in the semiconductor foundry market.
Key players in the market
Some of the key players in Semiconductor Foundry Market include Taiwan Semiconductor Manufacturing Company, Samsung, GlobalFoundries, United Microelectronics Corporation, Semiconductor Manufacturing International Corporation, Intel Foundry Services, Hua Hong Semiconductor, Tower Semiconductor, Dongbu HiTek, Powerchip Semiconductor Manufacturing, Vanguard International Semiconductor Corporation, X-FAB Silicon Foundries, Nexchip, STMicroelectronics, NXP Semiconductors, Renesas Electronics, Texas Instruments, and IBM Microelectronics.
In October 2024, OpenAI is working with Broadcom and TSMC to build its first in-house chip designed to support its artificial intelligence systems, while adding AMD chips alongside Nvidia chips to meet its surging infrastructure demands, sources told Reuters. OpenAI, the fast-growing company behind ChatGPT, has examined a range of options to diversify chip supply and reduce costs. OpenAI considered building everything in-house and raising capital for an expensive plan to build a network of factories known as "foundries" for chip manufacturing.
In October 2024, GlobalFoundries (GF) has been awarded $35 million in federal funding from the U.S. government to accelerate the manufacturing of GF's differentiated gallium nitride (GaN) on silicon semiconductors at its facility in Essex Junction, Vermont. This funding brings GF closer to large-scale production of GaN chips, which are unique in their ability to handle high voltages and temperatures. These chips are positioned to enable game-changing performance and efficiency in 5G and 6G cellular communications for infrastructure and handsets, automotive and industrial Internet of things (IoT), as well as power grids and other critical infrastructure.
In January 2024, Intel Corp. and United Microelectronics Corporation a leading global semiconductor foundry announced that they will collaborate on the development of a 12-nanometer semiconductor process platform to address high-growth markets such as mobile, communication infrastructure and networking. The long-term agreement brings together Intel's at-scale U.S. manufacturing capacity and UMC's extensive foundry experience on mature nodes to enable an expanded process portfolio.