市场调查报告书
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至 2030 年晶圆层次电子构装市场预测:按封装类型、互连技术、最终用户和地区分類的全球分析Wafer Level Packaging Market Forecasts to 2030 - Global Analysis By Package Type, Interconnect Technology, End User and by Geography |
根据Stratistics MRC预测,2024年全球晶圆层次电子构装市场规模将达95.8亿美元,预计2030年将达到297.8亿美元,预测期内复合年增长率为20.8%。
晶圆层次电子构装(WLP)是一种先进的半导体封装方法,在封装晶圆级封装。透过消除通常在晶圆切割后执行的传统封装步骤,该技术具有更小的尺寸、更高的性能和更低的生产成本等优势。此外,WLP 将元件放置得更紧密,从而实现更密集的互连、更好的温度控管和更快的讯号传输,使其成为小型高性能设备(例如可穿戴设备、智慧型手机和汽车电子产品)的理想选择。
根据世界半导体贸易统计(WSTS),包括晶圆层次电子构装在内的全球半导体市场预计将大幅成长,2021年销售额预计将达到5,510亿美元。
对性能优越的晶片的需求
现代电子设备对更高频宽、更快处理速度和更低功耗的需求不断增长,推动了晶圆层次电子构装的采用。随着晶片变得越来越复杂,特别是在游戏、通讯和高效能运算等行业,需要封装解决方案来满足这些需求。此外,与传统封装技术相比,WLP 具有许多优势,包括提高电源效率、提高讯号完整性和提高电气性能。
初期投资成本高
专用工具和技术的初始成本高昂是采用晶圆层次电子构装的主要障碍之一。实施晶圆层次电子构装需要先进的製造基础设施,包括用于晶片测试、封装和晶圆键合技术的专用工具。此外,这些系统可能很昂贵,特别是对于缺乏资金购买必要机械的中小型企业。此过程还涉及高昂的研发 (R&D) 成本,以改进方法并实现目标性能标准。
穿戴式科技和医疗设备的发展
晶圆层次电子构装在医疗设备领域具有巨大潜力,尤其是随着穿戴式医疗技术的日益普及。这些小型轻量设备需要强大的感测器、处理器和通讯模组来追踪血糖值、心率和大脑活动等健康资讯。非侵入式穿戴式健康监测设备的开发取决于将这些不同组件组合成单一紧凑封装的能力,而 WLP 使这成为可能。此外,WLP还可应用于需要小型电子设备安装在有限空间内的诊断设备,以及必须在有限空间内可靠运作的植入式医疗设备。
其他封装技术的竞争压力
可以提供类似优势的替代先进封装技术对晶圆层次电子构装市场构成了严重威胁。系统级封装(SiP)、3D 封装、覆晶和板载晶片(COB) 等技术正在凭藉减少环境影响、提高性能和成本效益等类似优势来争夺市场占有率。此外,在需要垂直整合的应用中,例如记忆体模组和高效能运算,垂直堆迭多个晶片的3D封装可能是更好的选择。
晶圆层次电子构装(WLP) 受到 COVID-19 大流行的严重影响,该流行病主要扰乱了全球供应链和半导体製造流程。劳动力短缺、旅行限制和工厂关闭导致生产延迟和重要材料的前置作业时间延长,影响了 WLP 解决方案的及时交付。此外,在疫情初期,经济不确定性和消费者对电子产品的需求下降暂时减缓了市场扩张。然而,随着企业适应新常态,对医疗、汽车和家用电子电器的需求增加,需要使用 WLP 等尖端封装技术。
晶圆级晶片规模封装 (WLCSP) 领域预计将在预测期内成为最大的领域
晶圆级构装(WLP)市场预计将由晶圆级构装(WLCSP)领域主导。 WLCSP 被广泛使用,因为它提供了一种紧凑、经济且有效的封装解决方案来取代传统封装技术。 WLCSP 将晶片直接整合到封装中,几乎不需要额外的元件,从而显着减小了设备尺寸和重量,使其成为穿戴式装置、智慧型手机和消费性电子应用的理想选择。此外,对更小、更强大的电子设备的需求不断增长,推动了 WLCSP 的普及。
预计铜柱细分市场在预测期间内复合年增长率最高
在晶圆层次电子构装(WLP)市场中,铜柱细分市场预计复合年增长率最高。铜柱技术可以提高半导体装置的性能和可靠性,因此迅速普及,特别是在高密度和高性能应用中。此外,此封装技术使用铜柱代替传统的焊料凸块,从而具有出色的抗电迁移性、增加的机械强度和改善的导热性。这些优点使得铜柱封装特别适合高效能运算、汽车电子和5G等尖端应用。
由于存在中国、日本、韩国和台湾等重要的半导体製造地,亚太地区 (APAC) 占据了晶圆层次电子构装(WLP) 市场的最大份额。日月光集团、三星、台积电等电子和半导体领域的大公司都位于亚洲。为了满足对更快、更紧凑、更有效的电子设备不断增长的需求,这些公司正在大力投资 WLP 等尖端封装技术。此外,该地区强大的製造基础,以及汽车、通讯和消费电子产业的快速创新和采用,支持亚太地区在 WLP 市场的持续主导地位。
晶圆层次电子构装(WLP) 市场预计将以北美地区最高的复合年增长率成长。特别是随着5G、无人驾驶汽车和物联网(IoT)的普及,消费性电子、医疗保健、汽车和通讯等领域对先进半导体封装的需求不断增加。许多处于封装创新前沿的顶级半导体公司和研究机构都位于北美。此外,资料中心、人工智慧 (AI) 和高效能运算的使用不断增加,进一步加速了对复杂 WLP 解决方案的需求。
According to Stratistics MRC, the Global Wafer Level Packaging Market is accounted for $9.58 billion in 2024 and is expected to reach $29.78 billion by 2030 growing at a CAGR of 20.8% during the forecast period. Wafer Level Packaging (WLP) is a state-of-the-art semiconductor packaging method that encapsulates chips at the wafer level prior to their separation into separate pieces. By doing away with the need for conventional packaging procedures, which are typically performed after the wafer is cut, this technique offers benefits like smaller size, improved performance, and cheaper production costs. Moreover, WLP is particularly well suited for small, high-performing devices like wearables, smartphones, and automotive electronics because it positions components close together, allowing for high-density interconnections, better thermal management, and faster signal transmission.
According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market, which includes wafer level packaging, is expected to grow significantly, with sales expected to reach $551 billion in 2021.
Demand for chips with superior performance
Wafer-level packaging adoption is being driven by the growing demand for modern electronics to have higher bandwidth, faster processing speeds, and lower power consumption. As chips get more sophisticated, particularly in industries like gaming, telecommunications, and high-performance computing, they need packaging solutions that can meet these demands. Additionally, WLP offers a number of advantages over conventional packaging techniques, including improved power efficiency, higher signal integrity, and better electrical performance.
Expensive initial investment costs
The high upfront cost of specialized tools and technologies is one of the major obstacles to Wafer Level Packaging adoption. Advanced manufacturing infrastructure, such as specialized tools for die testing, encapsulation, and wafer bonding, is required to implement WLP. Furthermore, these systems can be costly, especially for small and mid-sized businesses that might lack the funds to purchase the required machinery. In order to improve methods and reach targeted performance standards, the process also entails high research and development (R&D) expenses.
Developments in wearable technology and medical devices
Wafer Level Packaging has significant prospects in the medical device sector, especially given the growing popularity of wearable medical technology. These small, light devices need powerful sensors, processors, and communication modules to track health information like blood sugar, heart rate, and even brain activity. The development of non-invasive, wearable health monitoring devices depends on the ability to combine these diverse components into a single, compact package, which WLP makes possible. Moreover, WLP is also applicable to diagnostic equipment that needs small electronics to fit into limited spaces and implantable medical devices that must function dependably in confined spaces.
Competitive pressure from other packaging technologies
Alternative cutting-edge packaging technologies that can provide comparable advantages pose a serious threat to the wafer-level packaging market. With comparable benefits like lower environmental impact, enhanced performance, and cost-effectiveness, technologies like System-in-Package (SiP), 3D packaging, flip-chip, and Chip-on-Board (COB) are vying for market share. Additionally, in some applications, like memory modules or high-performance computing, where vertical integration is desired, 3D packaging, which entails stacking multiple chips vertically, may be more appropriate.
Wafer Level Packaging (WLP) was significantly impacted by the COVID-19 pandemic, which mainly disrupted global supply chains and semiconductor manufacturing processes. Production delays and longer lead times for essential materials resulted from labor shortages, travel restrictions, and factory closures, which impacted the timely delivery of WLP solutions. Furthermore, a brief slowdown in market expansion was caused by the economic uncertainty and a decline in consumer demand for electronic products during the early stages of the pandemic. But as businesses adjusted to the new normal, the demand for medical, automotive, and consumer electronics devices increased, necessitating the use of cutting-edge packaging technologies like WLP.
The Wafer Level Chip Scale Packaging (WLCSP) segment is expected to be the largest during the forecast period
The Wafer Level Packaging (WLP) market is expected to be dominated by the Wafer Level Chip Scale Packaging (WLCSP) segment. Because it offers a small, affordable, and effective substitute for conventional packaging techniques, WLCSP is a widely used packaging solution. It entails putting the chip straight onto the package with few extra parts, greatly reducing the device's size and weight, making it perfect for wearables, smartphones, and consumer electronics applications. Moreover, the widespread use of WLCSP is being driven by the increasing demand for more compact, powerful electronic devices that perform better and use less energy.
The Copper Pillar segment is expected to have the highest CAGR during the forecast period
In the Wafer Level Packaging (WLP) market, the Copper Pillar segment is expected to have the highest CAGR. Because copper pillar technology can enhance semiconductor devices' performance and dependability, especially in high-density and high-performance applications, it is rapidly gaining popularity. Additionally, this packaging technique offers superior electro migration resistance, increased mechanical strength, and improved thermal conductivity by substituting copper pillars for conventional solder bumps. Because of these benefits, copper pillar packaging is especially well-suited for cutting-edge uses like high-performance computing, automotive electronics, and 5G.
Due to the presence of important semiconductor manufacturing hubs, such as China, Japan, South Korea, and Taiwan, the Asia-Pacific (APAC) region commands the largest share of the Wafer Level Packaging (WLP) market. Large companies in the electronics and semiconductor sectors, including ASE Group, Samsung, and TSMC, are based in Asia. To keep up with the increasing demand for faster, more compact, and more effective electronic devices, these companies make significant investments in cutting-edge packaging technologies like WLP. Furthermore, the region's robust manufacturing base, along with rapid technological innovation and adoption in the automotive, telecommunications, and consumer electronics industries, supports APAC's ongoing dominance in the WLP market.
The Wafer Level Packaging (WLP) market is anticipated to grow at the highest CAGR in the North American region. The demand for sophisticated semiconductor packaging is rising in sectors like consumer electronics, healthcare, automotive, and telecommunications, especially as 5G, driverless cars, and the Internet of Things (IoT) become more prevalent. Numerous top semiconductor companies and research institutes that are at the forefront of packaging technology innovation are based in North America. Moreover, the need for sophisticated WLP solutions is further accelerated by the expanding use of data centers, artificial intelligence (AI), and high-performance computing.
Key players in the market
Some of the key players in Wafer Level Packaging market include Amkor Technology, Inc., Fujitsu Limited, Nordson Corporation, Toshiba Corporation, Lam Research Corporation, Qualcomm Technologies, Inc., Siliconware Precision Industries Co., Ltd., Deca Technologies, Inc, Nemotek Technology Inc., Infineon Technologies AG, Taiwan Semiconductor Manufacturing Company Limited, KLA Corporation, Applied Materials, Inc., ChipMOS Technologies Inc. and Tokyo Electron Ltd.
In September 2024, Fujitsu Limited and Stellar Science Foundation, a General Incorporated Association have entered into a partnership focused on discovering and supporting the next generation of scientific researchers and fostering the creation of cutting-edge research topics.
In May 2024, Nordson Corporation announced that it has entered into a definitive agreement to acquire Atrion Corporation, a leader in proprietary medical infusion fluid delivery and niche cardiovascular solutions, for $460.00 per share in cash. This reflects a valuation of 15X Atrion's 2024 full-year estimated EBITDA, inclusive of synergies Nordson expects to generate in the first two years of its ownership.
In May 2024, Amkor Technology, Inc. announced that it has entered into a strategic long-term agreement with IBM for semiconductor assembly and test services. Under the long-term supply agreement, Amkor will receive the substantial majority of IBM's subcontract wire bond and flip chip assembly and final test.