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市场调查报告书
商品编码
1716323
2032 年半导体晶圆市场预测:按晶圆类型、晶圆尺寸、销售管道、应用、最终用户和地区进行的全球分析Semiconductor Wafer Market Forecasts to 2032 - Global Analysis By Wafer Type (Silicon Wafers, Gallium Arsenide (GaAs) Wafers, Silicon Carbide (SiC) Wafers and Other Wafer Types), Wafer Size, Sales Channel, Application, End User and By Geography |
根据 Stratistics MRC 的数据,预计 2025 年全球半导体晶圆市场规模将达到 242.8 亿美元,到 2032 年将达到 408.5 亿美元,预测期内复合年增长率为 7.71%。
半导体材料(通常是硅)的薄而扁平的切片被称为半导体晶片,是製造积体电路和其他微型设备的基础材料。半导体晶圆作为基板,采用沉积、蚀刻和掺杂等技术製造微电子元件。晶圆在无尘室中经过多道工序,製成电晶体、二极体和其他电子元件。然后将这些部件切碎并组装微晶片,用于电脑、智慧型手机、汽车系统和其他电子设备。
根据资讯科技与创新基金会的数据,2022 年提交的半导体专利中约有 55% 将来自中国。
智慧型设备和物联网的普及
这些技术需要小型、功能强大的处理器,从而推动晶圆製造和设计的改进。医疗保健、汽车和智慧家庭等领域的物联网应用需要高效、低功耗的半导体。随着连接变得越来越重要,越来越多的感测器和微控制器被安装到日常物品中。这将导致生产更先进的逻辑电路和专用晶圆,例如SOI(绝缘体上硅)。因此,半导体晶圆市场正随着物联网生态系统的成长而稳定成长。
供应链中断
晶圆製造时程受到硅等原料短缺造成的瓶颈影响。港口拥挤和运输延误等物流问题阻碍了晶圆的有效分销。这些中断导致製造商产生更高的成本,而这些成本通常会转嫁给客户。此外,供应链的不确定性可能会阻碍对新半导体技术的投资。毕竟,半导体产业依赖全球供应链,因此很容易受到外部干扰的影响,从而减缓整体市场的成长。
扩大可再生能源
半导体对于太阳能电池板和风力发电机的电力转换和能源储存系统至关重要。此外,节能基础设施和智慧电网支出的增加也推动了对高性能晶圆的需求。在可再生能源系统中,半导体促进高效率的能源传输、监控和控制。再生能源来源电力电子技术的进步也需要高品质的晶圆来提高耐用性和效率。随着对可再生能源技术的依赖性不断增强,半导体晶圆市场正在迅速扩张。
技术创新迅速
随着技术的进步,现有的机器和程序可能会变得过时,需要对新的製造能力进行大量投资。晶圆的供应可能会受到供应链中断和生产延迟的影响。此外,技术的快速进步往往会给公司带来压力,迫使他们达到新的性能标准,从而减少适应的时间。未来趋势的不确定性可能会造成市场不确定性并阻碍投资。最后但同样重要的一点是,由于管理新技术需要专业技能,该行业可能会面临人才减少和人事费用增加的问题。
COVID-19的影响
新冠疫情扰乱了半导体晶圆市场,导致供应链中断、工厂停工和劳动力短缺。需求波动,尤其是汽车和家电领域的需求波动,进一步影响了生产。然而,随着远距工作和数位转型推动电子产品需求,市场开始復苏,增加了对半导体的需求。晶圆市场对此作出反应,扩大了产能,并在 2021 年中期出现明显復苏,尤其是在全球电子设备需求激增的情况下。
半导体製造商部门预计将成为预测期内最大的部门
由于对先进和小型化电子元件的需求不断增加,预计半导体製造商部门将在预测期内占据最大的市场占有率。由于製造商不断投入研发资金来提高晶片效能和效率,晶圆消耗量不断上升。人工智慧、5G、物联网等技术的出现,进一步加速了优质晶圆的需求。透过与领先製造商建立策略联盟并提高生产能力,还可以确保晶圆的稳定供应。这个充满活力的细分市场对于满足全球半导体需求和推动市场扩张至关重要。
预计硅晶圆市场在预测期内将以最高复合年增长率成长
由于硅晶片在积体电路和电子设备製造中的广泛应用,预计预测期内硅晶片领域将出现最高的成长率。硅优异的电学性能使其成为晶片製造的理想材料。智慧型手机、消费性电子产品和汽车电子产品的需求不断增长,推动了对高品质硅片的需求。更小、更有效率的处理器的开发等技术突破进一步推动了该市场的扩张。此外,人工智慧、物联网和5G技术的发展正在增加对硅基半导体的需求。
由于对电子、汽车和通讯产品的需求不断增加,预计亚太地区将在预测期内占据最大的市场占有率。中国、日本、韩国和台湾等主要国家占据市场主导地位,其中台湾的半导体产业,尤其是台积电,是主要参与者。该地区对 5G 技术、人工智慧和物联网设备的投资不断增长,进一步推动了对先进晶圆技术的需求。此外,有利的政府政策、製造设施的扩张和技术创新帮助亚太地区巩固了其作为全球半导体生产领导者的地位。
预计北美地区在预测期内将呈现最高的复合年增长率。这是由于汽车、通讯和家电等领域的技术不断创新。该地区是许多半导体製造商的所在地,并且正在增加对研发的投资,从而提高生产能力。此外,人工智慧、5G技术和物联网(IoT)的发展进一步推动了市场扩张。北美对永续和高效半导体製造的关注正在塑造其在全球市场上的竞争地位。
According to Stratistics MRC, the Global Semiconductor Wafer Market is accounted for $24.28 billion in 2025 and is expected to reach $40.85 billion by 2032 growing at a CAGR of 7.71% during the forecast period. A thin, flat slice of semiconductor material, usually silicon, known as a semiconductor wafer, serves as the building block for the creation of integrated circuits and other microdevices. It acts as a substrate for the construction of microelectronic components using techniques like stacking, etching, and doping. To make transistors, diodes, and other electronic components, wafers go through a number of processes in cleanroom settings. Later, these parts are chopped up and assembled into microchips, which are utilised in electronics like computers, smartphones, and car systems.
According to the Information Technology & Innovation Foundation, around 55% of the semiconductor patents filed in 2022 were presented by China.
Proliferation of smart devices and IoT
Compact, high-performance processors are needed for these technologies, which propel improvements in wafer production and design. Effective, low-power semiconductors are required for Internet of Things applications in sectors like healthcare, automotive, and smart homes. More sensors and microcontrollers are being included into commonplace items as connectivity becomes more and more important. As a result, more sophisticated logic circuits and specialised wafers like SOI (Silicon-on-Insulator) are produced. Consequently, the market for semiconductor wafers grows steadily in tandem with the growing Internet of Things ecosystem.
Supply chain disruptions
Timelines for wafer manufacture are impacted by bottlenecks caused by shortages of raw materials like silicon. The efficient distribution of wafers is hampered by logistical problems such port congestion and transportation delays. Manufacturers incur higher expenses as a result of these disruptions, and these costs are frequently transferred to customers. Furthermore, investments in novel semiconductor technology may be deterred by supply chain uncertainty. In the end, the semiconductor sector is susceptible to external interruptions due to its reliance on a worldwide supply chain, which slows down market growth overall.
Expansion of renewable energy
Semiconductors are essential to the power conversion and energy storage systems of solar panels and wind turbines. High-performance wafers are also becoming more and more necessary as expenditures in energy-efficient infrastructure and smart grids increase. In renewable energy systems, semiconductors facilitate effective energy transmission, monitoring, and control. High-quality wafers are also necessary for advancements in power electronics for renewable energy sources in order to improve durability and efficiency. The market for semiconductor wafers is expanding more quickly as a result of renewable energy's increasing reliance on technology.
Rapid technological changes
Existing machinery and procedures could become outdated as technology advances, necessitating a large investment in new manufacturing capacity. Wafer availability may be impacted by supply chain disruptions and production delays. Furthermore, businesses are under more pressure to reach new performance criteria due to rapid technological improvements, frequently with less time for adaptation. Future trend uncertainty might discourage investment by creating market uncertainty. Last but not least, the industry may see a reduction in talent and an increase in labour expenses due to the requirement for specialised skills to manage new technology.
Covid-19 Impact
The COVID-19 pandemic disrupted the semiconductor wafer market by causing supply chain disruptions, factory shutdowns, and labour shortages. Demand fluctuations, especially in automotive and consumer electronics sectors, further impacted production. However, the market rebounded as remote work and digital transformation drove demand for electronics, increasing the need for semiconductors. The wafer market adapted with enhanced production capacities, and by mid-2021, a recovery trend was evident, especially as global demand for electronic devices surged.
The semiconductor manufacturers segment is expected to be the largest during the forecast period
The semiconductor manufacturers segment is expected to account for the largest market share during the forecast period, due to increased demand for advanced and miniaturized electronic components. Wafer consumption rises as a result of manufacturers' constant R&D investments to improve chip performance and efficiency. The demand for premium wafers is further accelerated by the emergence of technologies like AI, 5G, and IoT. A consistent supply of wafers is also guaranteed by strategic alliances and capacity increases by top producers. This vibrant market segment is essential to satisfying the demand for semiconductors worldwide and driving market expansion.
The silicon wafers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the silicon wafers segment is predicted to witness the highest growth rate, due to its widespread use in manufacturing integrated circuits and electronic devices. Silicon is the material of choice for chip manufacturing because of its superior electrical qualities. The need for premium silicon wafers is increased by the rising demand for smartphones, consumer electronics, and automotive electronics. Technological developments, such the creation of more compact and effective processors, further quicken the expansion of this market. Furthermore, the need for silicon-based semiconductors is growing as a result of the development of AI, IoT, and 5G technologies.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to the increasing demand for electronics, automotive, and telecommunications products. Major countries like China, Japan, South Korea, and Taiwan dominate the market, with Taiwan's semiconductor industry, particularly TSMC, being a key player. The region's growing investments in 5G technology, AI, and IoT devices further drive the demand for advanced wafer technologies. Additionally, favorable government policies, expanding manufacturing facilities, and technological innovations are strengthening Asia Pacific's position as a global leader in semiconductor production.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to the ongoing technological innovations in sectors like automotive, telecommunications, and consumer electronics. The region's strong presence of semiconductor manufacturers, along with increasing investments in research and development, has boosted production capabilities. Additionally, the growth of artificial intelligence, 5G technology, and the Internet of Things (IoT) is further propelling market expansion. North America's focus on sustainable and efficient semiconductor manufacturing is shaping its competitive edge in the global market.
Key players in the market
Some of the key players profiled in the Semiconductor Wafer Market include TSMC, Samsung Electronics, Intel Corporation, GlobalFoundries, SMIC, UMC, Powerchip Semiconductor Manufacturing Corp. (PSMC), Tower Semiconductor, Shin-Etsu Chemical, Sumco Corporation, Siltronic AG, GlobalWafers Co., Ltd., SK Siltron, ASML Holding, Applied Materials, Tokyo Electron, Lam Research and KLA Corporation.
In June 2024, TSMC's affiliate, Vanguard International Semiconductor (VIS), partnered with NXP Semiconductors to establish a joint venture named VisionPower Semiconductor Manufacturing Company (VSMC). The facility aims to produce semiconductors using process technologies licensed from TSMC, targeting markets such as automotive, industrial, consumer, and mobile sectors.
In April 2024, TSMC announced an expanded partnership with Microchip Technology to enhance manufacturing capacity for specialized 40nm processes. This collaboration focuses on strengthening supply chain resiliency and supporting Microchip's strategic goals by leveraging TSMC's advanced manufacturing capabilities.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.