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市场调查报告书
商品编码
1764902
2031年亚太地区3D堆迭市场预测-依互连技术、设备类型和最终用户进行的区域分析Asia Pacific 3D Stacking Market Forecast to 2031 - Regional Analysis by Interconnecting Technology, Device Type, and End User |
2023 年亚太 3D 堆迭市场价值为 6.9932 亿美元,预计到 2031 年将达到 23.5245 亿美元;预计 2023 年至 2031 年的复合年增长率为 16.4%。
高频宽记忆体需求激增推动亚太3D堆迭市场发展
高频宽记忆体 (HBM) 透过垂直堆迭大量动态随机存取记忆体 (DRAM) 达到极高的密度,具有快速资料处理和低功耗的特性。它在高效能运算 (HPC) 中至关重要,例如生成式人工智慧,这需要以极快的速度处理大量资料。三星电子 12 层堆迭 HBM 采用新一代 3D 堆迭封装技术来提高效能和产量。 HBM3 的处理速度为 6.4Gbps,频宽为 819 GB/s,比上一代 DRAM 快 1.8 倍,同时功耗降低 10%。高效能运算应用对 HBM 的需求鼓励市场参与者增加产量。例如,2024 年 3 月,SK 海力士公司开始量产最新的超高性能人工智慧记忆体产品 HBM3E1。 HBM3E 专为快速处理大量资料的人工智慧系统而设计。高频宽记忆体被电信、汽车、医疗保健和製造业等各行业用于高速资料处理。
HBM 采用 3D 堆迭技术,允许使用称为硅通孔 (TSV) 的垂直通道堆迭多层晶片。这使得更多的记忆体晶片能够被封装到更小的空间内,从而最大限度地缩短了资料在记忆体和处理器之间传输的距离。 HBM 可以为使用者带来可持续的益处,从而延长电池寿命并降低能耗。这有助于用户减少在记忆体和处理器之间传输资料所需的功率。因此,高速资料处理和低功耗记忆体需求的激增预计将在预测期内为 3D 堆迭市场的成长创造丰厚的商机。
亚太地区3D堆迭市场概览
在亚太地区,中国是最大的消费性电子设备製造商。根据日经新闻报道,我国政府已投资3,270亿美元,计画于2023年扩大国内电子市场。印度政府也计划扩大其电子市场。此外,亚太地区的电子产业占亚太地区出口总额的20-50%。智慧音箱、家庭助理和智慧相机利用3D堆迭记忆体和处理器来增强效能和功能,同时保持较小的占用空间。由于亚太地区是最大的电子产品製造商,预计预测期内对3D堆迭的需求将会上升。
亚太地区 3D 堆迭市场收入及预测(2031 年)(百万美元)
亚太地区3D堆迭市场细分
亚太 3D 堆迭市场分为互连技术、设备类型、最终用户和国家。
根据互连技术,亚太地区3D堆迭市场细分为硅通孔技术、单晶片3D整合技术及3D混合键结技术。 2023年,硅通孔技术占据了最大的市场。
按设备类型划分,亚太地区3D堆迭市场细分为储存设备、微机电系统/感测器、LED、成像和光电子装置以及其他。储存设备领域在2023年占据了最大的市场份额。
从终端用户来看,亚太地区3D堆迭市场细分为消费性电子、电信、汽车、製造、医疗保健等。消费电子领域在2023年占据了最大的市场。
依国家划分,亚太地区 3D 堆迭市场分为印度、中国大陆、日本、韩国、台湾、澳洲和亚太其他地区。 2023 年,台湾占据了亚太地区 3D 堆迭市场份额的主导地位。
台湾半导体製造有限公司、三星电子有限公司、英特尔公司、联发科技公司、德州仪器公司、安靠科技公司、日月光科技控股有限公司、超微半导体公司、3M 公司和格芯公司是亚太地区 3D 堆迭市场的一些领先公司。
The Asia Pacific 3D stacking market was valued at US$ 699.32 million in 2023 and is expected to reach US$ 2,352.45 million by 2031; it is expected to record a CAGR of 16.4% from 2023 to 2031.
Surge in Demand for High-Bandwidth Memory Fuels Asia Pacific 3D Stacking Market
High-bandwidth memory (HBM), which reaches extremely high density by stacking numerous dynamic random-access memory (DRAMs) vertically, is distinguished by rapid data processing and low power consumption. It is essential in high-performance computing (HPC), such as generative AI, which requires processing enormous amounts of data at significantly fast speeds. Samsung Electronics 12-layer stacked HBM uses next-generation 3D stacking packaging technique to boost performance and yield. With a processing speed of 6.4Gbps and a bandwidth of 819 GB/s, HBM3 is 1.8 times faster than the previous-generation DRAM while using 10% less power. The demand for HBM in high-performance computing applications encourages market players to increase their production. For instance, in March 2024, SK HYNIX INC started volume production of HBM3E1, the newest AI memory product with ultra-high performance. HBM3E is designed for an AI system that processes a huge amount of data quickly. The high-bandwidth memory is used by various industries, including telecommunication, automotive, healthcare, and manufacturing, for high-speed data processing.
HBM utilizes 3D stacking technology, allowing the stacking of multiple layers of chips using vertical channels known as through-silicon vias (TSVs). This enables a greater number of memory chips to be packed into a smaller space, minimizing the distance data must travel between the memory and processor. HBM can help lengthen battery life and reduce energy consumption by offering sustainable benefits to users. This supports users in decreasing the amount of power required to transmit data between memory and processor. Therefore, the surge in demand for high-speed data processing and low-power consumption memories is expected to create lucrative opportunities for the 3D stacking market growth during the forecast period.
Asia Pacific 3D Stacking Market Overview
In Asia Pacific, China is the largest manufacturer of consumer electronic devices. According to Nikkei Inc., the Government of China expanded the country's domestic electronic market by investing US$ 327 billion till 2023. The Government of India also aims to expand the electronics market in the country. Furthermore, the electronics sector in Asia Pacific accounts for 20-50% of Asia Pacific's total value of exports. Smart speakers, home assistants, and smart cameras utilize 3D stacked memory and processors to enhance performance and features while maintaining a small footprint. As Asia Pacific is the largest electronic manufacturer, the demand for 3D stacking is expected to rise during the forecast period.
Asia Pacific 3D Stacking Market Revenue and Forecast to 2031 (US$ Million)
Asia Pacific 3D Stacking Market Segmentation
The Asia Pacific 3D stacking market is categorized into interconnecting technology, device type, end user, and country.
Based on interconnecting technology, the Asia Pacific 3D stacking market is segmented into through-silicon via, monolithic 3d integration, and 3d hybrid bonding. The through-silicon via segment held the largest market share in 2023.
By device type, the Asia Pacific 3D stacking market is segmented into memory devices, mems/sensors, LEDs, imaging & optoelectronics, and others. The memory devices segment held the largest market share in 2023.
In the terms of end user, the Asia Pacific 3D stacking market is segmented into consumer electronics, telecommunication, automotive, manufacturing, healthcare, and others. The consumer electronics segment held the largest market share in 2023.
By country, the Asia Pacific 3D stacking market is segmented into India, China, Japan, South Korea, Taiwan, Australia, and the Rest of Asia Pacific. Taiwan dominated the Asia Pacific 3D stacking market share in 2023.
Taiwan Semiconductor Manufacturing Co Ltd; Samsung Electronics Co Ltd; Intel Corp; MediaTek Inc.; Texas Instruments Inc; Amkor Technology Inc; ASE Technology Holding Co Ltd; Advanced Micro Devices Inc.; 3M Co.; and Globalfoundries Inc are some of the leading companies operating in the Asia Pacific 3D stacking market.