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市場調查報告書
商品編碼
1304527

全球半導體市場 - 2023-2030

Global Semiconductors Market - 2023-2030
出版日期: | 出版商: DataM Intelligence | 英文 212 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概述

全球半導體市場規模在2022年達到6406億美元，預計到2030年將達到11,328億美元，2023-2030年的年複合成長率為7.5%。受技術進步、互聯設備普及、智慧城市興起以及各行業對高效和高性能電子系統需求的推動，全球半導體市場預計將繼續保持成長態勢。

2023年6月6日，印度政府將根據"修改後的印度半導體計劃"（Modified Semicon India Program）邀請在印度建立半導體工廠和顯示器工廠的新申請。印度半導體代表團將接受申請，作為指定的節點機構，負責實施"修改後的印度半導體計劃"，以發展印度的半導體和顯示器製造生態系統。

根據修改後的計劃，在印度建立任何節點（包括成熟節點）半導體工廠的公司/財團/合資企業可獲得項目成本50%的財政獎勵。因此，該地區的半導體需求激增，佔該地區佔有率的1/3以上。

市場動態

整合電路需求成長

汽車行業越來越依賴整合電路的各種應用，包括高級駕駛輔助系統（ADAS）、資訊娛樂系統、引擎管理和連接解決方案。電動汽車（EV）和自動駕駛技術的發展進一步刺激了對整合電路的需求。汽車行業對電子和連接功能的整合度不斷提高，極大地推動了整合電路的需求。

近年來，工業自動化和機器人技術在製造業中的應用激增。整合電路對於自動化中使用的控制系統、感測器、執行器和其他組件至關重要。由於各行各業都在努力提高生產率、效率和連接性，因此工業自動化領域對整合電路的需求大幅成長。

汽車電子的進步

隨著汽車技術越來越先進，連接性越來越強，汽車行業對半導體元件的需求也急劇增加。電動汽車的興起帶動了半導體市場的大幅成長。

電動汽車需要先進的電源管理系統、電池管理系統、馬達控制單元和充電基礎設施，所有這些都嚴重依賴半導體技術。向電動汽車的轉型極大地促進了對電力電子和先進半導體解決方案的需求。

半導體行業的周期性特徵

受供需動態、宏觀經濟條件和技術進步等各種因素的影響，該行業具有周期性繁榮和蕭條循環的特點。半導體行業的需求波動受多種因素的影響，包括消費者偏好的變化、經濟狀況和特定行業的發展趨勢。

在需求旺盛時期，行業會出現成長和收入增加。然而，在經濟低迷時期，需求可能會下降，從而導致銷售減少、庫存過剩以及半導體公司面臨財務挑戰。

COVID-19 影響分析

隨著遠程工作、線上教育和娛樂的普及，大流行病導致對電子產品的需求激增。這增加了對筆記型電腦、平板電腦、遊戲機和其他電子設備的需求，導致對這些產品中使用的半導體的需求增加。

大流行病加速了電子商務、影片會議、雲端運算和流媒體平台等數位服務的採用。這些服務在很大程度上依賴於資料中心、網路基礎設施和雲端服務，從而推動了對伺服器晶片、網路晶片和數據存儲元件的需求。

此次疫情凸顯了半導體等關鍵技術供應鏈安全可靠的重要性。因此，包括美國、日本和歐盟在內的國家宣布了投資國內半導體製造的計劃，以減少對進口的依賴並加強國家半導體能力。

目錄

第一章研究方法和範圍

  • 研究方法
  • 研究目的和報告範圍

第2章：定義和概述

第三章：執行摘要

  • 按產品分類
  • 按材料分類
  • 按組件分類
  • 按最終用戶分類
  • 按地區分類

第四章動態

  • 影響因素
    • 驅動因素
      • 整合電路需求成長
      • 汽車電子產品的進步
    • 制約因素
      • 半導體行業的周期性特點
    • 機會
    • 影響分析

第五章：行業分析

  • 波特五力分析法
  • 供應鏈分析
  • 定價分析
  • 法規分析

第六章：COVID-19分析

  • COVID-19分析
    • COVID之前的情景
    • COVID期間的情景
    • COVID之後的情景
  • COVID-19 期間的定價動態
  • 供求關係
  • 大流行期間與市場相關的政府計劃
  • 製造商的戰略計劃
  • 結論

第七章：按產品分類

  • 本徵半導體
  • 外在半導體

第八章：按材料分類

  • 矽
  • 砷化鎵
  • 鍺
  • 碳化矽
  • 其他材料

第九章：按元件分類

  • 模擬整合電路
  • 光學半導體
  • 存儲器半導體
  • 微型元件
  • 分立功率裝置
  • 其他

第10章：按終端用戶分類

  • 汽車
  • 醫療保健
  • 航空航太
  • 網路和通訊
  • 消費電子
  • 其他

第十一章：按地區分類

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 法國
    • 俄羅斯
    • 歐洲其他地區
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美其他地區
  • 亞太地區
    • 中國
    • 日本
    • 日本
    • 澳大利亞
    • 亞太其他地區
  • 中東和非洲

第十二章：競爭格局

  • 競爭格局
  • 市場定位/佔有率分析
  • 合併與收購分析

第十三章：公司簡介

  • Intel Corporation
    • 公司概況
    • 產品組合和描述
    • 財務概況
    • 近期發展
  • Qualcomm Technologies, Inc
  • Texas Instruments Incorporated
  • Toshiba Corporation
  • Micron Technology, Inc.
  • Infineon Technologies
  • Samsung Electronics
  • NVIDIA Corporation
  • Broadcom, Inc.
  • SK Hynix

第十四章：附錄

簡介目錄
Product Code: ICT805

Market Overview

The Global Semiconductors Market reached US$ 640.6 billion in 2022 and is expected to reach US$ 1,132.8 billion by 2030, growing with a CAGR of 7.5% during the forecast period 2023-2030. The Global Semiconductors Market is expected to continue its growth trajectory, driven by increasing technological advancements, the proliferation of connected devices, the rise of smart cities and the demand for efficient and high-performance electronic systems across industries.

On June 6, 2023, The Indian Government is inviting new applications for setting up semiconductor fabs and display fabs in India under the Modified Semicon India Program. India Semiconductor Mission will receive the applications, the designated nodal agency entrusted with the responsibility of implementing the Modified Semicon India Program to develop the country's semiconductors and display manufacturing ecosystem.

Under the modified program, a financial incentive of 50% of the project cost is available to companies/consortia/ joint ventures to set up semiconductor fabs in India of any node (including mature nodes). Therefore, the region has witnessed a surge in semiconductor demand, accounting for more than 1/3rd of the regional shares.

Market Dynamics

Growing Demand for Integrated Circuits

The automotive industry has increasingly relied on ICs for various applications, including advanced driver-assistance systems (ADAS), infotainment systems, engine management and connectivity solutions. The growth of electric vehicles (EVs) and autonomous driving technologies has further fueled the demand for ICs. The automotive sector's increasing integration of electronics and connectivity features drives IC demand significantly.

Industrial automation and robotics adoption in manufacturing has surged in recent years. ICs are essential for control systems, sensors, actuators and other components used in automation. As industries aim for increased productivity, efficiency and connectivity in their operations, the demand for ICs in industrial automation has grown substantially.

Advancements in Automotive Electronics

As vehicles become more technologically advanced and connected, the demand for semiconductor components in the automotive industry has surged. The rise of electric cars has led to a substantial increase in the market for semiconductors.

EVs require advanced power management systems, battery management systems, motor control units and charging infrastructure-all of which heavily rely on semiconductor technologies. The transition towards electric mobility has significantly boosted the demand for power electronics and advanced semiconductor solutions.

Cyclical Nature of the Semiconductor Industry

The industry is characterized by periodic boom and bust cycles, influenced by various factors such as supply-demand dynamics, macroeconomic conditions and technological advancements. The semiconductor industry experiences fluctuations in demand due to various factors, including changes in consumer preferences, economic conditions and industry-specific trends.

During periods of high demand, the industry experiences growth and increased revenue. However, during downturns, demand can decline, leading to reduced sales, excess inventory and financial challenges for semiconductor companies.

COVID-19 Impact Analysis

The pandemic created a surge in demand for electronics as remote work, online education and entertainment became more prevalent. This increased demand for laptops, tablets, gaming consoles and other electronic devices, leading to a higher demand for semiconductors used in these products.

The pandemic accelerated the adoption of digital services like e-commerce, video conferencing, cloud computing and streaming platforms. These services rely heavily on data centers, networking infrastructure and cloud services, driving the demand for server chips, networking chips and data storage components.

The pandemic highlighted the importance of secure and reliable supply chains for critical technologies like semiconductors. As a result, countries, including the U.S., Japan and the European Union, announced plans to invest in domestic semiconductor manufacturing to reduce reliance on imports and strengthen national semiconductor capabilities.

Segment Analysis

The Global Semiconductors Market is segmented based on product, material, component, end-user and region.

Owing to Bipolar Junction Transistors (BJTs) and Field-Effect Transistors (FETs), Extrinsic Semiconductor dominates the global market

Extrinsic semiconductors, particularly doped silicon, are essential for producing bipolar junction transistors (BJTs). BJTs are fundamental components used in various electronic devices, including amplifiers, switches and integrated circuits. The ability to dope semiconductors to create different regions with varying conductivity enables the operation of BJTs, significantly contributing to the semiconductor market's growth.

Extrinsic semiconductors are also crucial for developing field-effect transistors (FETs). FETs are another basic type of transistor widely used in various electronic devices, such as digital integrated circuits and memory chips.

By precisely doping the semiconductor material, FETs can be created with different channels (e.g., n-type or p-type) and electrical characteristics, enabling the efficient switching and amplification required in modern electronics. Therefore, the extrinsic product segment is expected to grow at the highest CAGR during the forecasted period.

Geographical Analysis

China's Manufacturing Powerhouse and R&D Investments

China has significantly contributed to the growth of the Global Semiconductors Market in recent years. The country has undertaken various initiatives and investments to boost its domestic semiconductor industry, which has had a ripple effect on the global market. China has emerged as a major manufacturing hub for semiconductors.

The country has numerous semiconductor fabrication plants (fabs) that produce a significant portion of the world's chips. For example, Semiconductor Manufacturing International Corporation (SMIC) is one of China's largest semiconductor foundries and plays a crucial role in the global supply chain.

China has been increasing its investments in semiconductor R&D to enhance domestic capabilities. The government has implemented policies and initiatives to support the development of the semiconductor industry, including the "Made in China 2025" plan. This plan focuses on promoting innovation, upgrading technology and increasing self-sufficiency in the semiconductor sector. Therefore, China accounts for more than half of the regional shares and is expected to dominate the regional market by a significant margin.

Competitive Landscape

The major global players include: Intel Corporation, Qualcomm Technologies, Inc, Texas Instruments Incorporated, Toshiba Corporation, Micron Technology, Inc., Infineon Technologies, Samsung Electronics, NVIDIA Corporation, Broadcom, Inc. and SK Hynix.

Why Purchase the Report?

  • To visualize the Global Semiconductors Market segmentation based on product, material, component, end-user and region and understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of semiconductors market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as Excel consisting of key products of all the major players.

The Global Semiconductors Market Report Would Provide Approximately 69 Tables, 73 Figures And 212 pages.

Component 2023

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Product
  • 3.2. Snippet by Material
  • 3.3. Snippet by Component
  • 3.4. Snippet by End-User
  • 3.5. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Growing Demand for Integrated Circuits
      • 4.1.1.2. Advancements in Automotive Electronics
    • 4.1.2. Restraints
      • 4.1.2.1. Cyclical Nature of the Semiconductor Industry
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During the Pandemic
  • 6.5. Manufacturers' Strategic Initiatives
  • 6.6. Conclusion

7. By Product

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
    • 7.1.2. Market Attractiveness Index, By Product
  • 7.2. Intrinsic Semi-Conductors*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Extrinsic Semi-Conductors

8. By Material

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
    • 8.1.2. Market Attractiveness Index, By Material
  • 8.2. Silicon*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Gallium Arsenide
  • 8.4. Germanium
  • 8.5. Silicon Carbide
  • 8.6. Others

9. By Component

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
    • 9.1.2. Market Attractiveness Index, By Component
  • 9.2. Analog IC*
    • 9.2.1. Introduction
    • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 9.3. Optical Semiconductors
  • 9.4. Memory Type Semiconductors
  • 9.5. Micro Components
  • 9.6. Discrete Power Devices
  • 9.7. Others

10. By End-User

  • 10.1. Introduction
    • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 10.1.2. Market Attractiveness Index, By End-User
  • 10.2. Automotive*
    • 10.2.1. Introduction
    • 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 10.3. Health Care
  • 10.4. Aerospace
  • 10.5. Networking and Communication
  • 10.6. Consumer Electronics
  • 10.7. Others

11. By Region

  • 11.1. Introduction
    • 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 11.1.2. Market Attractiveness Index, By Region
  • 11.2. North America
    • 11.2.1. Introduction
    • 11.2.2. Key Region-Specific Dynamics
    • 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
    • 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
    • 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
    • 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.2.7.1. The U.S.
      • 11.2.7.2. Canada
      • 11.2.7.3. Mexico
  • 11.3. Europe
    • 11.3.1. Introduction
    • 11.3.2. Key Region-Specific Dynamics
    • 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
    • 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
    • 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
    • 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.3.7.1. Germany
      • 11.3.7.2. The UK
      • 11.3.7.3. France
      • 11.3.7.4. Italy
      • 11.3.7.5. Russia
      • 11.3.7.6. Rest of Europe
  • 11.4. South America
    • 11.4.1. Introduction
    • 11.4.2. Key Region-Specific Dynamics
    • 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
    • 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
    • 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
    • 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.4.7.1. Brazil
      • 11.4.7.2. Argentina
      • 11.4.7.3. Rest of South America
  • 11.5. Asia-Pacific
    • 11.5.1. Introduction
    • 11.5.2. Key Region-Specific Dynamics
    • 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
    • 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
    • 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
    • 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
    • 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 11.5.7.1. China
      • 11.5.7.2. India
      • 11.5.7.3. Japan
      • 11.5.7.4. Australia
      • 11.5.7.5. Rest of Asia-Pacific
  • 11.6. Middle East and Africa
    • 11.6.1. Introduction
    • 11.6.2. Key Region-Specific Dynamics
    • 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
    • 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
    • 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
    • 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

12. Competitive Landscape

  • 12.1. Competitive Scenario
  • 12.2. Market Positioning/Share Analysis
  • 12.3. Mergers and Acquisitions Analysis

13. Company Profiles

  • 13.1. Intel Corporation*
    • 13.1.1. Company Overview
    • 13.1.2. Product Portfolio and Description
    • 13.1.3. Financial Overview
    • 13.1.4. Recent Developments
  • 13.2. Qualcomm Technologies, Inc
  • 13.3. Texas Instruments Incorporated
  • 13.4. Toshiba Corporation
  • 13.5. Micron Technology, Inc.
  • 13.6. Infineon Technologies
  • 13.7. Samsung Electronics
  • 13.8. NVIDIA Corporation
  • 13.9. Broadcom, Inc.
  • 13.10. SK Hynix

LIST NOT EXHAUSTIVE

14. Appendix

  • 14.1. About Us and Services
  • 14.2. Contact Us