集成電路市場 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)

集成電路市場是信息技術產業的核心產業，是支撐經濟社會發展的基礎性、戰略性、先導性產業。

順應市場需求，近年來集成電路產業快速發展，綜合能力不斷提升。 集成電路的設計與製造緊跟世界發展步伐。

主要亮點

• 全球集成電路產業正進入變革調整的關鍵時期。 全球市場秩序加速進入調整期，投資大幅增加，市場份額向優勢企業集中。
• IoT（物聯網）、雲計算和大數據等新趨勢正在快速推進，有望引領集成電路技術走向新的方向。
• 地方政府正在擴大對發展國內 IC 產業生態系統的支持。 例如，中國正在積極建設新的晶圓廠產能，並通過引入中國集成電路投資基金加速建設。 根據 SEMI 中國的數據，這些投資已見成效，中國晶圓產能市場份額從 2010 年的 9% 迅速增長到 2020 年的 17%。
• 在家工作、封鎖和轉向電子商務推動了對高科技產品的需求激增。 IC市場參與者在過去幾年沒有預料到如此巨大的需求。 新工廠的建設耗資數十億美元，並需要數年時間才能投產。 由於出乎意料的快速增長，由於製造能力的限制，全球範圍內出現了 IC 短缺。 預計市場將在 2023 年後正常化。
• COVID-19 大流行影響了集成電路行□□業的多個領域。 運輸中斷、邊境關閉和普遍的不確定性擾亂了全球供應鏈並阻礙了 IC 生產。 COVID-19 暴露了供應鏈中的許多漏洞。

集成電路市場趨勢

增加工廠產能以滿足激增的需求

• 根據行業組織 SEMI 於 2021 年 5 月發布的晶圓廠調查，全球芯片製造商預計到 2024 年每月生產 660 萬片晶圓。 這一預測反映了對 200 毫米晶圓廠設備的大量投資，預計到 2021 年將接近 40 億美元，比 2012 年至 2019 年的超過 20 億美元翻了近一倍。
• 例如，2021 年 8 月，晶圓代工廠芯恩（青島）集成電路有限公司在青島開始生產 8 英寸矽片，同時也在測試一條新的 12 英寸生產線。 此外，2021年9月，中芯國際宣布投資88.7億美元在上海建設芯片製造廠。 該公司的計劃專注於 28 納米及以上工藝節點的集成電路代工和技術服務。
• 同樣，英特爾有雄心勃勃的資本支出計劃。 2021年3月，英特爾宣布計劃投資200億美元在美國亞利桑那州新建兩座晶圓廠。
• 各種新的市場參與者也在專注於提高他們的製造能力。 例如，2021 年 10 月，PragmatIC Semiconductor 獲得了 8000 萬美元的 C 輪投資。 這筆資金旨在在英格蘭東北部建造第二家 FlexLogIC 工廠，旨在滿足對超低成本柔性集成電路 (FlexIC) 不斷增長的需求。

亞太地區預計將以最高複合年增長率增長

• 亞太地區集成電路市場的增長是智能手機的主要市場之一，該地區對可再生能源、汽車（尤其是電動汽車）和其他各個領域的投資不斷增長，這與終端相關用戶增長。
• 此外，中國、韓國和日本正在將各種各樣的電子設備轉移到中國，與其他國家/地區相比，半導體元件的消費量正在迅速增長。 此外，IC 設計是中國集成電路行□□業中最大的部門，專注於低利潤的消費應用到汽車、物聯網 (IoT)、加密貨幣挖礦和人工智能 (AI) 增長市場等先進市場。它已經發展包括計算機和通信半導體。
• 隨著中國經濟的穩步增長，雲計算、5G、物聯網、人工智能 (AI) 和智能網聯汽車等新應用，預計中國集成電路市場的需求將繼續增長。是
• 中國工業和信息化部電子信息司司長喬躍山表示，“十三五”期間，中國集成電路產業增速將是全球增速的四倍。記錄。
• 此外，該地區的其他國家（如印度）已採取重要措施來吸引對該國的投資，我們打算鼓勵和吸引投資以在印度建立晶圓廠。. 政府已發布意向書 (EoI)，要求在該國建立/擴建現有的半導體晶圓/設備製造設施。

集成電路市場競爭分析

集成電路市場競爭激烈，參與者眾多。 市場參與者正在採取各種策略，例如產品創新、併購。 此外，IC 製造工藝的進步提供了更複雜的應用，新進入者正在增加其市場佔有率並擴大其在新興國家/地區的業務。

• 2022 年 3 月 - 為航空航天、國防、醫療和工業應用提供關鍵任務微電子元件和服務的全球供應商 Micros Components 宣布與 Apogee Semiconductor 合作，Apogee Semiconductor 是一家耐輻射工程半導體供應商。 Micros 和 Apogee Semiconductor 提供的產品包括各種外形規格的接口、邏輯和轉換 IC。
• 2021 年 8 月 - Analog Devices, Inc. (ADI) 宣布完成其先前宣布的對 Maxim Integrated Products 的收購。 此次合併有望鞏固 ADI 其他公司作為高性能模擬半導體公司的地位。

其他好處

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第一章介紹

• 研究假設和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 工業價值鏈分析
• 產業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 競爭公司之間的敵對關係
  • 替代品的威脅
• COVID-19 對市場的影響

第 5 章市場動態

• 市場驅動因素
  • 智能手機、平板電腦和消費電子產品的擴張
  • Fab 增加資本投資以提高產能
• 市場製約因素
  • 芯片尺寸縮小導致製造過程複雜

第 6 章市場細分

• 按類型
  • 數字集成電路
  • 模擬集成電路
  • 混合信號 IC
• 按產品類型
  • 通用集成電路
  • 專用 IC
• 按行業
  • 消費類電子產品
  • 車載
  • IT/通訊
  • 製造和自動化
  • 其他行業（醫療保健、航空航天和國防等）
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第七章競爭格局

• 公司簡介
  • Intel Corporation
  • Texas Instruments Inc
  • Analog Devices Inc
  • Infineon Technologies AG
  • STMicroelectronics N.V.
  • NXP Semiconductors N.V.
  • On Semiconductor Corporation
  • Microchip Technology Inc
  • Renesas Electronics Corporation
  • MediaTek Inc.

第8章 投資分析

第9章 市場未來性

The Integrated Circuits Market is the core of the Information Technology (IT) industry; it is a basic, strategic, and leading industry supporting economic and social development. With market demand, the integrated circuit industry has been experiencing rapid growth and improved general competency in recent years. The integrated circuit design and manufacturing industry have been keeping pace with global development.

Key Highlights

• The Global Integrated Circuits industry is undergoing an important phase of transformation and adjustment. The global market order has been going through an accelerated adjustment period, investment volumes are substantially increasing, and market share is becoming concentrated among dominant companies.
• New trends such as the Internet of Things (IoT), cloud computing, and big data are progressing rapidly, which is expected to lead integrated circuit technology in new directions.
• Regional governments are extending their support to develop their national IC industry ecosystem. For instance, China has been aggressively building new fab capacities, accelerated by the introduction of the China Integrated Circuit Investment Fund. According to SEMI China, these investments are paying off, as China's wafer fab capacity market share surged from 9% in 2010 to 17% in 2020.
• The surge in demand for high-tech products was further accelerated by working from home, lockdown, and a shift to e-commerce. IC market players didn't expect this tremendous demand in the last few years. Building new fabs cost billions of dollars and took years to operational; the unexpected surge caused a global shortage of ICs due to limited manufacturing capacity. The market is expected to normalize not until 2023.
• The COVID-19 pandemic has impacted multiple sectors of the Integrated Circuits industry. The global supply chain was disrupted owing to transport stoppages, border closures, and general uncertainty leading to challenges in IC production. COVID-19 exposed many vulnerabilities in the supply chain.

Integrated Circuits Market Trends

Increasing Fab Capacities to meet Surging Demands

• According to a fab survey released in May 2021 by the industry group SEMI, Global chip manufacturers are forecasted to produce a record 6.6 million wafers every month by 2024. That forecast reflected substantial investments in 200-mm fab equipment, which is expected to approach USD 4 billion in 2021, nearly doubling since hovering above USD 2 billion between 2012 and 2019.
• For instance, in August 2021, SiEn (Qingdao) Integrated Circuits Co, a foundry, started production of 8-inch silicon wafers in Qingdao and tested a new 12-inch production line. Moreover, in September 2021, Semiconductor Manufacturing International Corp (SMIC) announced an investment of USD 8.87 billion in building a chip manufacturing plant in Shanghai. The company's plan has been focused on integrated circuit foundry and technology services on process nodes for 28 nanometers and above.
• Similarly, Intel also laid out ambitious CapEx plans. In March 2021, Intel announced plans to invest USD 20 billion in two new fabs in Arizona, United States.
• Various new market players are also focussing on adding manufacturing capacities. For instance, in October 2021, PragmatIC Semiconductor secured USD 80 million of Series C investment. This funding was aimed to build a second FlexLogIC fab in the North East of England, which intends to meet the growing demand for ultra-low-cost flexible integrated circuits (FlexICs).

Asia Pacific is Expected to Grow with the Highest CAGR

• The growth of the Integrated Circuits Market in the Asia Pacific correlates with the end-user growth across the region, being one of the main markets for smartphones, and is witnessing rising investments in renewable, automotive (particularly EVs), among various others.
• The consumption of semiconductor components is rapidly increasing in China, South Korea, and Japan as compared with other countries due to the continuing transfer of diverse electronic equipment to China. Moreover, IC design, the largest sector of China's Integrated Circuits industry, has progressed from low-margin consumer applications focus to encompass advanced computing and communication semiconductors across growth markets in automotive, the Internet of Things (IoT), and crypto mining, and artificial intelligence (AI).
• The demand for China's integrated circuit market is anticipated to continue increasing with the steady growth of China's economy and driven by new applications such as cloud computing, 5G, Internet of Things, artificial intelligence (AI), and intelligent and connected vehicles.
• According to Qiao Yueshan, head of the electronic information department at China's Ministry of Industry and Information Technology, China's Integrated Circuit Industry growth rate was four times the global growth rate during the country's 13th Five-Year Plan period.
• Also, other countries such as India in the region are taking significant steps to attract investments in the country and intend to incentivize and attract investments for setting up fabs in India; the government has issued an Expression of Interest (EoI) for setting up/expansion of existing semiconductor wafer/ device fabrication facilities in the country.

Integrated Circuits Market Competitor Analysis

The integrated Circuits Market is highly competitive and consists of several players. The market players adopt various strategies such as product innovation, mergers, and acquisitions, among others. In addition, with the advancement in the IC manufacturing process, which provides enhanced applications, new market players are increasing their market presence and expanding their business footprint across the emerging economies.

• March 2022 - Micross Components, Inc., a global provider of mission-critical microelectronic components and services for aerospace, defense, medical, and industrial applications, announced its partnership with Apogee Semiconductor, a company providing Radiation-Hardened-by-Design semiconductors. Together, Micross and Apogee Semiconductor now offer products that include interface, logic, and translation ICs, in various form factors.
• August 2021 - Analog Devices, Inc. (ADI) announced the completion of its previously announced acquisition of Maxim Integrated Products, Inc. The combination is expected to strengthen other ADI's position as a high-performance analog semiconductor company.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Bargaining Power of Suppliers
  • 4.3.2 Bargaining Power of Consumers
  • 4.3.3 Threat of New Entrants
  • 4.3.4 Intensity of Competitive Rivalry
  • 4.3.5 Threat of Substitutes
• 4.4 COVID-19 Impact on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Penetration of Smartphones, Tablets and Consumer Electronics
  • 5.1.2 Rising Capital Spending by Fabs to Increase Production Capacities
• 5.2 Market Restraints
  • 5.2.1 Complex Fabrication Process owing to the Decreasing Chip Size

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Digital IC
  • 6.1.2 Analog IC
  • 6.1.3 Mixed-Signal IC
• 6.2 By Product Type
  • 6.2.1 General-Purpose IC
  • 6.2.2 Application-Specific IC
• 6.3 By End-User Industry
  • 6.3.1 Consumer Electronics
  • 6.3.2 Automotive
  • 6.3.3 IT & Telecommunications
  • 6.3.4 Manufacturing and Automation
  • 6.3.5 Other End-user Industries (Healthcare, Aerospace & Defense, etc.)
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Intel Corporation
  • 7.1.2 Texas Instruments Inc
  • 7.1.3 Analog Devices Inc
  • 7.1.4 Infineon Technologies AG
  • 7.1.5 STMicroelectronics N.V.
  • 7.1.6 NXP Semiconductors N.V.
  • 7.1.7 On Semiconductor Corporation
  • 7.1.8 Microchip Technology Inc
  • 7.1.9 Renesas Electronics Corporation
  • 7.1.10 MediaTek Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET