![]() |
市场调查报告书
商品编码
1679192
2030 年半导体市场预测:按组件、材料、技术、应用、最终用户和地区进行的全球分析Semiconductor Market Forecasts to 2030 - Global Analysis by Component (Integrated Circuits (ICs), Discrete Semiconductors, Optoelectronics and Sensors), Material, Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,预计 2024 年全球半导体市场规模将达到 7,146 亿美元,到 2030 年将达到 18,237 亿美元,预测期内复合年增长率为 16.9%。
半导体是电导率介于导体和绝缘体之间的材料,代表性的例子包括硅和砷化镓。它们的导电性可以透过掺杂或外部电场来控制,这使得它们在现代电子学中不可或缺。应用包括微晶片、电晶体、二极体和太阳能电池,为电脑、智慧型手机和医疗设备等供电。半导体对汽车、通讯和可再生能源产业至关重要,可以实现先进的计算、讯号处理和能量转换。
根据半导体产业协会的数据,2022 年美国半导体出口额为 611 亿美元。
消费性电子产品需求不断成长
智慧型手机、笔记型电脑、穿戴式装置和智慧家居设备等家用电子电器的需求不断增长,是半导体市场发展的主要驱动力。随着消费者对更复杂的功能、处理能力和能源效率的需求,半导体製造商正在尝试缩小节点、整合人工智慧并改善晶片布局。 5G、IoT、AR/VR 的发展进一步增加了对高效能 CPU 的需求。此外,全球数位化趋势正在加速半导体的渗透,因为半导体已成为现代电子产品的重要组成部分,从而推动了市场成长。
製造成本高
半导体市场的高製造成本阻碍了创新、限制了生产的扩充性并提高了产品价格。这些成本是由昂贵的原材料、先进的製造流程以及研发投资所驱动的,为新参与企业设置了障碍并减少了竞争。小型企业将面临激烈竞争,导致市场整合。此外,成本上升减缓了技术进步并推迟了新产品的发布,从而影响了行业的整体成长。
人工智慧、物联网和 5G 的进步
透过推动对高效能晶片、改进的连接性和边缘运算的需求,人工智慧、物联网和 5G 的发展正在极大地推动半导体业务。物联网的成长推动了对低功耗、高效处理器的需求,而人工智慧则加速了对复杂 GPU 和人工智慧专用半导体的需求。另一方面,5G 需要复杂的网路处理器和射频组件来实现低延迟和高资料速率。这些技术推动了半导体製造、设计和材料的创新,帮助产业扩张和竞争。
供应链中断
半导体产业供应链中断可能导致严重的生产延误、成本增加和供应减少,从而阻碍产业成长。由于原材料短缺、地缘政治动盪和物流瓶颈,家用电子电器、汽车和工业领域的製造业均受到了挫折的影响。这种干扰将导致价格波动,需要产品重新设计,破坏技术发展,最终影响半导体产业的国际竞争力和经济稳定。
COVID-19 的影响
新冠疫情导致供应链瓶颈、工厂停工和零件短缺,扰乱了半导体市场,导致前置作业时间延长和价格上涨。但对远距工作设备、云端运算和医疗保健技术的需求不断增长弥补了损失。政府和企业投资本地生产,以减少对全球供应链的依赖,加速长期产业復原力并重塑市场动态。
预测期内,积体电路 (IC) 市场规模预计将达到最大
随着人工智慧、物联网和 5G 应用的需求不断增长,积体电路 (IC) 不断发展以提供更好的效能、效率和小型化,预计积体电路 (IC) 领域将在预测期内占据最大的市场占有率。消费性电子、汽车和工业领域的扩张进一步推动了系统晶片(SoC)和专用积体电路(ASIC)的创新。该领域的成长将透过加速半导体研究、製造和技术进步来塑造产业的未来。
预计预测期内医疗保健领域将以最高的复合年增长率成长。
预计医疗保健领域将在预测期内见证最高成长率。这是因为需要基于人工智慧的诊断和先进的医疗设备。高效能、低功耗晶片是半导体技术不可或缺的,它将推动智慧植入和远端患者监护的发展。远端医疗和连线健诊的发展进一步推动了对安全、节能半导体的需求。医疗保健是半导体产业的主要收入来源,生物感测器技术的发展也正在扩大半导体在医疗诊断中的应用。
在预测期内,预计北美将占据最大的市场占有率,这得益于其在研发和製造方面的大量投资以及人工智慧、5G 和物联网的发展。该地区由晶片製造商、设计公司和科技巨头组成的蓬勃发展的生态系统促进了创新。为了减少对进口的依赖,《CHIPS法案》等政府计划正在增加国内产量。受快速扩张的市场和消费性电子、医疗保健和汽车行业等行业不断增长的需求的推动,北美正迅速成为全球半导体製造业的主要参与者。
预计预测期内亚太地区将呈现最高的复合年增长率。这是由于技术的快速进步、强有力的政府倡议以及对家用电器、汽车应用和工业自动化的需求不断增长。中国、台湾和日本等国家主导全球半导体製造业,并受益于强大的供应链和对研发的大量投资。 AI、5G、物联网的兴起将进一步加速市场的扩张。此外,对国内晶片生产的支持和地缘政治变化正在重塑供应动态,推动该产业的成长和竞争。
According to Stratistics MRC, the Global Semiconductor Market is accounted for $714.6 billion in 2024 and is expected to reach $1823.7 billion by 2030 growing at a CAGR of 16.9% during the forecast period. A semiconductor is a material with electrical conductivity between that of a conductor and an insulator, typically silicon or gallium arsenide. Its conductivity can be controlled by doping or external electrical fields, making it essential in modern electronics. Uses include microchips, transistors, diodes, and solar cells, powering devices like computers, smartphones, and medical equipment. Semiconductors are crucial in automotive, telecommunications, and renewable energy industries, enabling advanced computing, signal processing, and energy conversion.
According to the Semiconductor Industry Association, the United States exported $61.1 billion in semiconductors in 2022.
Growing Demand for Consumer Electronics
The rising demand for consumer electronics, such as smartphones, laptops, wearables, and smart home devices, is a major driver of the semiconductor market. Manufacturers of semiconductors are experimenting with smaller nodes, AI integration, and better chip layouts as consumers want more sophisticated features, processing power, and energy efficiency. The need for high-performance CPUs is further fueled by the growth of 5G, IoT, and AR/VR. Furthermore, the popularity of semiconductors is accelerating due to global trends toward digitization, making them an essential part of contemporary electronics, thus it propels market growth.
High Manufacturing Costs
High manufacturing costs in the semiconductor market hinder innovation, limit production scalability, and raise product prices. These costs, driven by expensive raw materials, advanced fabrication processes, and R&D investments, create barriers for new entrants, reducing competition. Smaller companies struggle to compete, leading to market consolidation. Additionally, higher costs slowly down technological advancements, delaying new product releases and affecting overall industry growth.
Advancements in AI, IoT, and 5G
By raising demand for high-performance chips, improved connectivity, and edge computing, developments in AI, IoT, and 5G are substantially propelling the semiconductor business. While IoT growth drives demand for low-power, high-efficiency processors, AI accelerates the need for sophisticated GPUs and AI-specific semiconductors. In the meantime, 5G needs sophisticated network processors and RF components to enable lower latency and faster data rates. Together, these technologies drive innovation in semiconductor manufacturing, design, and materials, which promotes industry expansion and competition.
Supply Chain Disruptions
Supply chain disruptions in the semiconductor industry cause significant production delays, increased costs, and decreased supply, impeding industry growth. The consumer electronics, automotive, and industrial industries are all impacted by manufacturing setbacks caused by raw material shortages, geopolitical unrest, and logistics bottlenecks. These disturbances also create pricing volatility, require companies to redesign products, and undermine technological developments, ultimately impacting global competitiveness and economic stability in the semiconductor industry.
Covid-19 Impact
The COVID-19 pandemic disrupted the semiconductor market through supply chain bottlenecks, factory shutdowns, and component shortages, leading to increased lead times and price hikes. However, rising demand for remote work devices, cloud computing, and healthcare technology offset losses. Governments and companies invested in localized production to reduce dependency on global supply chains, accelerating long-term industry resilience and reshaping market dynamics.
The integrated circuits (ICs) segment is expected to be the largest during the forecast period
The integrated circuits (ICs) segment is expected to account for the largest market share during the forecast period, as the need for AI, IoT, and 5G applications grows, integrated circuits (ICs) are developing to provide increased performance, efficiency, and shrinking. System-on-chip (SoC) and application-specific integrated circuit (ASIC) innovation is further fueled by the expansion of the consumer electronics, automotive, and industrial sectors. The growth of this sector shapes the industry's future by accelerating semiconductor research, manufacturing, and technological advancements.
The healthcare segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the healthcare segment is predicted to witness the highest growth rate, because of the need for AI-powered diagnostics, and sophisticated medical equipment. High-performance, low-power chips are necessary for semiconductor technologies, which enable advancements in smart implants, and remote patient monitoring. The need for safe, energy-efficient semiconductors is further increased by the growth of telemedicine and connected healthcare. Healthcare is a major source of income for the semiconductor industry, since developments in biosensors technologies are also growing semiconductor uses in medical diagnostics.
During the forecast period, the North America region is expected to hold the largest market share because of significant investments in R&D and manufacturing, as well as developments in AI, 5G, and IoT. Innovation is fueled by the region's thriving ecosystem of chipmakers, design firms, and tech giants. To lessen dependency on imports, government programs like the CHIPS Act are increasing domestic production. North America is becoming a major player in the creation of semiconductors worldwide due to the market's rapid expansion and rising demand from sectors including consumer electronics, healthcare, and the automotive industry.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, owing to rapid technological advancements, strong government initiatives, and increasing demand for consumer electronics, automotive applications, and industrial automation. Countries like China, Taiwan, and Japan dominate global semiconductor manufacturing, benefiting from robust supply chains and heavy investments in R&D. The rise of AI, 5G, and IoT further accelerates market expansion. Additionally, supporting domestic chip production and geopolitical shifts are reshaping supply dynamics, boosting growth and competitiveness in the sector.
Key players in the market
Some of the key players profiled in the Semiconductor Market include Advanced Micro Devices (AMD), Analog Devices, Inc. (ADI), Applied Materials, Broadcom Inc., GlobalFoundries, Infineon Technologies, Intel Corporation, Marvell Technology Group, MediaTek Inc., Micron Technology, NVIDIA Corporation, NXP Semiconductors, ON Semiconductor (onsemi), Qualcomm Incorporated, Renesas Electronics, Samsung Electronics, SK Hynix, STMicroelectronics, Taiwan Semiconductor Manufacturing Company and Texas Instruments.
In January 2025, Samsung Electronics unveiled Samsung Vision AI at the CES 2025 First Look, delivering personal AI-powered screens to enrich everyday life. Samsung also unveiled the latest flagship Neo QLED 8K QN990F and exciting updates to its Lifestyle TVs and future display technologies, reflecting Samsung's vision to transform screens into adaptive, intelligent companions to simplify and enrich everyday living.
In October 2024, Samsung Electronics teamed up with NTT DOCOMO to jointly research the application of AI in next-generation mobile communications technology.
In September 2024, Samsung Electronics announced the signing of a strategic technology partnership agreement with Hyundai Motor and Kia. To elevate users' connectivity experiences by fully integrating the SmartThings IoT platform with Hyundai and Kia's software-defined vehicles (SDVs).
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.