市场调查报告书
商品编码
1591743
全球微电子市场:现况分析与预测(2024-2032)Microelectronics Market: Current Analysis and Forecast (2024-2032) |
由于对先进家用电器的需求不断增加以及电动车/自动驾驶领域的不断增长,预计全球微电子市场规模在预测期内将以 7.2% 的复合年增长率稳定增长。随着产能的增加和新技术的出现,微电子领域正透过併购走向整合。博通于 2023 年 7 月以 610 亿美元收购了 VMware,业务多元化从半导体转向软体服务。透过将互补的 Broadcom 软体产品组合与领先的 VMware 平台相集成,我们为企业客户提供了加速创新并满足其最复杂的资讯技术基础架构需求的关键基础架构解决方案。另一项值得注意的合併是WT Microelectronics Co., Ltd.(TAIEX:3036)宣布签署最终协议,以全现金交易收购Future Electronics Inc. 100% 的股权,企业价值达 38 亿美元。
随着研发投资者的增加,中国、印度和韩国等亚太经济体正成为微电子(特别是半导体)新的製造强国。例如,印度推出了 Semicon India 计划,这是一项耗资 100 亿美元的计划,重点是加强该国的半导体产业。中国政府透过 "中国製造2025" 战略大力投资微电子,旨在消除对半导体晶片进口的依赖。越南也透过逐步放宽激励措施以吸引外国直接投资进入其新兴的科技产业,缓慢实现电子供应链的多元化。
依产品划分,微电子市场分为照明控制、安全与门禁控制、娱乐控制、暖通空调控制等。HVAC 控制领域在微电子市场中占有大部分占有率,预计在预测期内将呈现显着的成长速度。HVAC 控制领域的市场驱动因素是对节能解决方案和智慧建筑技术的需求不断增长,这有助于减少能源消耗并降低营运成本,特别是在商业和住宅领域。政府对绿建筑和节能系统的监管和激励措施不断加强,将进一步鼓励采用先进的暖通空调控制系统。
按行业划分,微电子市场分为家电、医疗保健、通讯、汽车等。预计汽车领域在预测期内将呈现显着成长。这主要是在微电子领域的汽车领域,电动车(EV)需要先进的微电子元件来实现电池管理、功率控制和能源效率,而汽车电气化正在迅速发展,这是背景。
依演算法,微电子市场分为行为型和主动型。行为目前是微电子市场最大的部分。行为微电子市场的主要驱动因素是消费性电子、工业自动化和医疗保健领域对即时回应系统的需求。使用者需要能够对输入和环境条件立即做出反应的设备,例如触控萤幕、智慧家庭感测器、穿戴式装置和汽车安全系统。这些需求推动了透过微电子技术进行更快、更有效率的资料处理的需求。
为了更瞭解微电子产业的市场采用情况,市场包括北美(美国、加拿大、北美其他地区)、欧洲(德国、英国、法国、西班牙、义大利、欧洲其他地区)、亚太地区(中国、日本) 、印度、澳洲)、其他亚太地区)以及世界其他国家。由于中国、印度、日本、韩国和其他东协国家的庞大经济体,亚太地区国家或许是全球成长最重要的推动力之一。该地区的特点是快速的工业化、城市化和不断壮大的中产阶级,有力地推动了国内对商品和服务的需求。世界主要製造业集中在亚太地区,尤其是电子、汽车、纺织等领域,常被称为 "世界工厂在中国" 。印度等其他国家已转变为技术中心和服务中心,而日本和韩国则继续利用最新技术进行创新。贸易协定、外国直接投资和基础设施发展正在进一步加速这一进程,使亚太地区成为世界经济的重要驱动力。然而,地缘政治紧张局势、对环境永续性的需求以及不断增长的数位转型的结合将塑造该地区的未来发展方向。
市场上营运的主要公司包括L3Harris Technologies, Inc., Northrop Grumman, NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Samsung Electronics, STMicroelectronics NV, Siemens AG, United Microelectronics Corporation, Qualcomm Incorporated, and Intel Corporation等。
The word 'Microelectronics' encompasses the circuity semiconductors and sensor technology used in consumer electronics, automobiles, healthcare, telecommunication, etc. The demand for microelectronics is supported by rising demand for high-performance, faster, inexpensive, and energy-efficient electronic end-products. This has been supported by the fast development and use of other technologies including artificial intelligence, IoT, and 5G which also need enhanced microchips for maximum efficiency. Also, industry automation and the continued rise in computing requirements provide the basis for the market's steady growth.
The Microelectronics Market is expected to grow at a robust CAGR of 7.2% during the forecast period, owing to the rising demand for advanced consumer electronics and Growth in the EV and Autonomous driving sector. The microelectronics sector is moving towards consolidation through mergers and acquisitions, driven by greater production capabilities and the arrival of novel technologies. One of the largest past deals was the $61bn acquisition of VMware in July 2023, through which Broadcom has diversified to be into software services from semiconductors. By bringing together the complementary Broadcom Software portfolio with the leading VMware platform, the combined company will provide enterprise customers with an expanded platform of critical infrastructure solutions to accelerate innovation and address the most complex information technology infrastructure needs. Another notable merger was when WT Microelectronics Co., Ltd. (TAIEX: 3036) announced that it had entered into a definitive agreement to acquire 100% of the shares of Future Electronics Inc. for an enterprise value of US$3.8 billion in an all-cash transaction.
APAC Economies such as China, India, and South Korea are emerging as new Manufacturing powerhouses for microelectronics (specifically semiconductors) with increasing R&D investors. For instance, India has inaugurated the Semicon India Program, a $10 billion plan focused on boosting its home semiconductor industry. The Chinese government through its Made in China 2025 strategy is investing significantly in microelectronics with an aim of ending its dependency on imports of semiconductor chips. Vietnam has also been diversifying a little in the electronics supply chain by gradually liberalizing the incentives offered to entice FDI into its burgeoning technology industry.
Based on Product, the Microelectronics market is segmented into Lighting Control, Security & Access Control, Entertainment Control, HVAC Control, and Other. The HVAC Control segment acquired a majority share in the Microelectronics market and is expected to showcase a substantial growth rate during the forecast period. A critical driver of the market for the HVAC Control segment will be the need for increasing demand in energy-efficient solutions and smart building technologies, which help to reduce energy consumption and reduce costs of running operations, particularly in commercial and residential sectors. Growing government regulations and incentives on green buildings and energy-efficient systems further spur the adoption of advanced HVAC controls.
Based on Industry, the Microelectronics market is divided into Consumer Electronics, Healthcare, Telecommunications, Automotive, and Others. The Automotive segment is expected to showcase a substantial growth rate during the forecast period. It is primarily driven by the fast-pacing process of electrification of vehicles through the requirement of sophisticated microelectronic components in electric vehicles (EVs) for battery management, power control, and energy efficiency in the Automotive segment of the microelectronics sector.
Based on Algorithm, the Microelectronics market is divided into Behavioral, and Proactive. The behavioral is currently the largest segment in the Microelectronics Market. Key drivers of the behavioral microelectronics market are the demands for real-time responsive systems in consumer electronics, industrial automation, and healthcare. Users will be seeking devices that can immediately respond to inputs or environmental conditions, such as touchscreens, sensors in smart homes, wearables, and automotive safety systems. This need drives the requirement for faster and efficient data processing through microelectronics.
For a better understanding of the market adoption of the Microelectronics industry, the market is analyzed based on its worldwide presence in countries such as North America (U.S.A., Canada, and Rest of North America), Europe (Germany, United Kingdom, France, Spain, Italy, and Rest of Europe), Asia-Pacific (China, Japan, India, Australia, and Rest of Asia-Pacific), Rest of World. The Asia-Pacific (APAC) region is probably one of the most important engines of global growth, largely as a result of the large economies of China, India, Japan, South Korea, and the rest of the ASEAN nations. It's characterized by rapid industrialization, urbanization, and increasing middle-class populations that powerfully drive domestic demand for goods and services. Major manufacturing in the world is in APAC, especially in electronics, automotive, and textiles, often referred to as the world's factory in China. Other countries, like India, are turning into tech hubs and service centers, whereas Japan and South Korea keep developing innovation with the latest technologies. Trade agreements, foreign direct investment, and infrastructural developments have further catalyzed this progress, thereby making APAC a critically important economic driver for the world. However, a combination of geopolitical tensions, environmental sustainability demands, and a rising digital transformation will mold the future course of the region.
Some of the major players operating in the market include L3Harris Technologies, Inc., Northrop Grumman, NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Samsung Electronics Co., Ltd., STMicroelectronics NV, Siemens AG, United Microelectronics Corporation, Qualcomm Incorporated, Intel Corporation.