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1198292

半導體和電子元件製造市場——增長、趨勢、COVID-19 的影響、預測 (2023-2028)

Semiconductor and Electronic Parts Manufacturing Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期內，半導體和電子元件製造市場預計將以 7.1% 的複合年增長率增長。

微型化的出現、工業物聯網 (IIoT) 中新興技術的採用以及 5G 帶來的增強通信將徹底改變電子元件的設計和組裝，推動所研究市場的增長。 此外，由於工業 4.0 政策，工業部門對物聯網和自動化設備的需求增加，代工資本支出增加以及對 MEMS 傳感器的需求是控制半導體和電子元件需求增加的一些關鍵因素。

主要亮點

  • 半導體和電子元件製造包括電子和半導體元件以及印刷電路板 (PCB) 組件的設計和工程、組裝、製造和測試服務。 簡化您對 OEM（原始設備製造商）自動化裝配設備的投資。 在目前的市場環境下，筆記本電腦、智能手機、個人電腦等幾乎所有的電子設備都使用IC、PCB等封裝，製造需求不斷增加。
  • 預計 IoT（物聯網）設備的增加將迫使半導體行業增加對半導體和電子元件製造的投資，以滿足對這些產品不斷增長的需求。 半導體公司（包括代工廠和原始設備製造商）在半導體設備上花費的大量資金證明了這一點。 例如，根據 SEMI 的數據，2022 年全球所有半導體製造設備的銷售額預計將達到 1175 億美元，比 2021 年創下的 1025 億美元的行業紀錄增長 14.7%。
  • 由於有利的生態系統和政府法規支持市場增長，預計亞洲將繼續主導半導體製造市場。 此外，亞太地區各國政府正在努力提振該地區的半導體製造市場。 例如，2021年，印度政府宣布了一項76,000瑞典克朗的一攬子計劃，以提振該國的半導體製造業。
  • 然而，半導體和電子元器件的小型化等因素進一步增加了製造過程的複雜性，這已成為半導體和電子元器件製造廠商面臨的主要挑戰之一。
  • COVID-19 的爆發影響了半導體和電子元件製造業，大範圍的工廠關閉和勞動力限制嚴重影響了供應商的製造能力。 不過，隨著大多數國家的所有半導體製造基地恢復正常運營，受調查市場也有望因市場需求增加而呈現上升趨勢。

半導體和電子元件製造市場的趨勢

消費電子佔據很大份額

  • 對半導體和電子元件的需求不斷增長的主要行業之一是家用電器。 互聯網和其他數字技術的日益普及，以及技術進步帶來的這些設備的可負擔性，是推動消費電子產品需求的主要因素。
  • 該領域的趨勢是採用各種可延長設備電池壽命的設備。 製造商正在擴大其設備的電池容量，對更快充電時間的需求正在推動該行業的市場增長。 智能手機是該細分市場中半導體和電子元件的主要消費者。 近年來，智能手機已成為一個競爭激烈的市場。 製造商越來越注重在手機中增加更多功能和特性，從而推動對半導體和電子元件的需求。
  • 此外，隨著 5G 連接的普及和消費者對數字技術的採用，智能手機的採用預計將顯著增長，因此在這個市場上運營的參與者正在出現新的機會。 例如，根據 GSMA 的數據，智能手機在所有移動連接中的普及率預計將從 2021 年的 75% 增長到 2025 年的 84%。
  • PC 和可穿戴設備也有同樣的趨勢。 製造商希望他們的客戶花更少的時間在插件上。 Samsung、Oppo、Motorola等製造商擁有這些開箱即用的快速充電適配器，使快速充電成為關鍵的營銷策略。 由於電源適配器在更高的電壓和電流下工作，因此使用了更多的半導體和電子元件。
  • 此外，功能和性能更高的設備也定期推向市場。 憑藉如此高的功能，可以在有限的空間內安裝數以千計的電子元件，進一步增加了對半導體和電子元件製造服務的需求。

亞太地區增長率最高

  • 亞太地區在消費電子、半導體以及其他通信和設備製造行業確立了強大的地位，使其成為全球半導體和電子元件製造的主要市場之一。 此外，家電、汽車等半導體和電子元器件的主要終端用戶數量眾多，也是支撐研究市場增長的主要因素。
  • 由於其在消費電子、半導體和其他通信設備及設備製造行業的強大地位，中國已成為全球半導體和電子元件製造的主要市場之一。 根據半導體行業協會（SIA）的數據，2021年，中國仍將是最大的半導體個體市場，銷售額總計1925億美元，同比增長27.1%。
  • 國內半導體公司正在大力投資以維持其當前的市場地位，包括提高產能以及在技術節點和晶圓尺寸之間進行轉換。 此外，國內電子製造企業在軟板、剛柔結合板等技術開發上也取得了成果。 隨著PCB製造技術的不斷升級，我國產品結構穩定優化。 此外，人工智能、大數據、雲計算等一系列新興戰略產業屬於先進製造業，對產品設計研發的依賴度增加。
  • 在亞太地區的其他主要國家/地區也觀察到了類似的趨勢。 例如，為了讓印度在電子製造行業實現自給自足，印度政府宣布了一些基於績效的激勵措施，並進行了一些監管改革。 預計這些系統將為該國研究市場的增長做出重大貢獻。

半導體和電子元件製造市場的競爭對手分析

半導體和電子元件製造市場較為分散，既有老牌玩家也有新玩家。 在市場上運營的供應商正在推出創新解決方案、建立合作夥伴關係並進行合併以增加市場份額並擴大其地域分佈。 主要市場參與者包括abil Corporation、Intel Corporation、Samsung Electronics、TSMC。

  • 2022 年 9 月，印度礦業投資公司 Vedanta 與印度古吉拉特邦簽署了兩份諒解備忘錄，以建立半導體製造廠。 Vedanta 和中國科技公司Foxconn已同意在印度成立一家合資公司 (JV)。
  • 2022 年 9 月 Micron是一家大型半導體公司，也是美國唯一的內存製造商，到本十年末將投資約 150 億美元，在愛達荷州博伊西建造一座新的尖端內存製造工廠。宣布計劃投資 該製造工廠將專注於滿足國內數據中心和汽車等細分市場對高級內存的需求。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

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
  • 產業吸引力 - 波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • COVID-19 影響評估

第 5 章市場動態

  • 市場驅動力
    • 小型化的擴展
    • IIoT、區塊鏈、採用新興技術來加強溝通
  • 市場挑戰
    • 競爭加劇，政府和環境法規更加嚴格
    • 侵犯知識產權

第6章半導體和電子元器件的產品格局

  • 邏輯半導體
  • 模擬半導體
  • 記憶半導體
  • 電子連接器和電感器
  • 裸印刷電路板
  • 其他產品類型

第 7 章市場細分

  • 部分
    • 設備
      • 預處理設備（光刻、晶圓表面處理、晶圓清洗、沉積）
      • 後處理設備（組裝和封裝、切割、計量、鍵合、晶圓測試）
    • 軟件
    • 服務
      • 電子設計與工程
      • 電子裝配
      • 電子製造
      • 其他服務
  • 通過申請
    • 通訊和網絡設備
    • 運輸設備
    • 消費類電子產品
    • 其他應用
  • 區域信息
    • 北美
      • 美國
      • 加拿大
    • 歐洲
      • 英國
      • 意大利
      • 德國
      • 法國
      • 其他歐洲地區
    • 亞太地區
      • 中國
      • 日本
      • 韓國
      • 印度
      • 其他亞太地區
    • 世界其他地方

第八章競爭格局

  • 公司簡介
    • Jabil Inc.
    • Intel Corporation
    • Samsung Electronics Co. Ltd
    • Taiwan Semiconductor Manufacturing Company Limited
    • SK Hynix Inc.
    • Micron Technology Inc.
    • Qualcomm Technologies Inc.
    • Broadcom Inc.
    • Texas Instruments Inc.
    • Sumitronics Corporation
    • SIIX Corporation
    • Flex Ltd
    • Nortech Systems Incorporated

第九章投資分析

第10章：投資分析市場的未來前景

簡介目錄
Product Code: 71615

The semiconductor and electronic parts manufacturing market is expected to register a CAGR of 7.1% over the forecast period. With the advent of miniaturization, the adoption of emerging technologies in the Industrial Internet of Things (IIoT), and enhanced communication posed by 5G, the electronic component design and assembly have been revolutionized, boosting the market's growth studied. Further, increasing demand from the industrial sector for IoT and automation devices, owing to the policies of Industry 4.0, increased capital expenditure from the foundries, and demand for MEMS sensors are some of the major factors governing the increasing demand for the semiconductor and electronic parts.

Key Highlights

  • The manufacturing of semiconductor and electronic parts entails design and engineering, assembly, manufacturing, and testing services for electronic and semiconductor components and printed circuit board (PCB) assemblies. Aimed at original equipment manufacturers, it simplifies investment in automated assembly equipment. In the current market scenario, as almost all electronic devices, including laptops, smartphones, and computers, use ICs, PCBs, and other packages, the demand for manufacturing is rising.
  • The increasing number of Internet of Things (IoT) devices is expected to force the semiconductor industry to increase its investment in semiconductor and electronic parts manufacturing to fulfill the growing demand for these products. This is evident from the fact that semiconductor companies (including foundries and OEMs) are spending considerable amounts on semiconductor equipment. For instance, according to SEMI, the global sales of total semiconductor manufacturing equipment are forecast to reach USD 117.5 billion in 2022, rising 14.7% from the previous industry high of USD 102.5 billion in 2021.
  • Asia is expected to continue dominating the semiconductor manufacturing market as the favorable ecosystem and government regulations support the market's growth. Additionally, governments across various countries of the Asia Pacific region are taking initiatives to boost the local semiconductor manufacturing markets. For instance, in 2021, the government of India unveiled an INR 76,000 crore package to facilitate the country's semiconductor manufacturing industry.
  • However, the factors such as the miniaturization of semiconductors and electronic components are further increasing the complexity of the manufacturing processes, which is among the significant challenges looming over the vendors involved in the manufacturing of semiconductors and electronic parts.
  • The COVID-19 outbreak impacted the semiconductor and electronic part manufacturing industry, as the widespread lockdown and restriction on the utilization of the workforce in factories significantly impacted the manufacturing capabilities of the vendors. However, with most countries restoring their normal operations at all their semiconductor manufacturing sites, the studied market is also expected to witness an upward growth trend driven by increasing market demand.

Semiconductor & Electronic Parts Manufacturing Market Trends

Consumer Electronics to Hold a Significant Share

  • Consumer electronics is among the leading industries wherein the demand for semiconductors and electronic parts is increasing. The increasing penetration of the internet and other digital technologies, along with technological advancements making these devices affordable, are among the key factors driving the demand for consumer electronic products.
  • This segment's trend has been to increase the adoption of various devices with an extended battery life of the device. Manufacturers are extending the battery capacity of their devices, and the demand for shorter charging is driving the market growth in this industry. The smartphone is this segment's major consumer of semiconductors and electronic parts in this segment. The smartphone has been a very competitive market in recent years; the manufacturers are increasingly focusing on including additional features and functionalities in the devices, driving the demand for semiconductor and electronic components.
  • Furthermore, with the adoption of smartphones expected to witness significant growth, owing to the growing availability of 5G connectivity and increasing penetration of digital technologies among consumers, new opportunities are on the horizon for the players operating in the studied market. For instance, according to GSMA, smartphone penetration, as a percentage of total mobile connections, is expected to grow from 75% in 2021 to 84% in 2025.
  • The trend has been the same for PC and wearable devices. The manufacturers want their customers to spend less time plugged in. The manufacturers like Samsung, Oppo, and Motorola, provide these fast charge adapters out of the box, and fast charging is the key to their marketing strategy. As the power adapters operate at a much higher voltage and current increased number of semiconductor and electronic components are used.
  • Moreover, devices with upgraded functionalities and increased performance are entering the market at regular intervals. The requirement for such enhanced functionalities has led to the inclusion of thousands of electronic components in a limited amount of space inside these devices, which is further increasing the demand for semiconductor and electronic parts manufacturing services.

Asia-Pacific to Witness Highest Growth

  • The Asia-Pacific region is one of the world's significant markets for semiconductors and electronic parts manufacturing, owing to its strong position in consumer electronics, semiconductors, and other telecommunications and equipment manufacturing industries. Furthermore, a large consumer base of major end-user industries of semiconductor and electronic parts, such as consumer electronics and automotive, etc., is another major factor supporting the growth of the studied market.
  • China is one of the significant global markets for semiconductor and electronic parts manufacturing, owing to its strong position in the consumer electronics, semiconductor, and other telecommunications devices and equipment manufacturing industries. According to the Semiconductor Industry Association (SIA), in 2021, China remained the largest individual market for semiconductors, with sales totaling USD 192.5 billion, an increase of 27.1% compared to the previous year.
  • Domestic semiconductor companies have been spending significant amounts to maintain their current market position in terms of increasing their capacity and transitioning between technology nodes and wafer sizes. Moreover, the electronic manufacturing companies in the country made achievements in developing technologies, such as Flex PCB and Flex rigid PCB. With the continuous upgrades of PCB manufacturing technology, China experiences a stable and optimized product structure. Furthermore, a series of newly established strategic industries in the field of AI, Big Data, and cloud computing belong to advanced manufacturing, thus, leading to the dependence on product design developments.
  • A similar trend has been observed across other major countries of the Asia Pacific region. For instance, to make India self-reliant in electronic manufacturing, the government of India has announced several performance-linked incentives and has made several regulatory changes. These schemes are expected to contribute considerably towards the growth of the studied market in the country.

Semiconductor & Electronic Parts Manufacturing Market Competitor Analysis

The Semiconductor and Electronic Parts Manufacturing Market is moderately fragmented due to a mixed presence of established and new players. The vendors operating in the market are launching innovative solutions, forming partnerships, and mergers to increase their market share and expand their geographical presence. Some major market players include Jabil Inc., Intel Corporation, Samsung Electronics Co. Ltd, and TSMC.

  • September 2022 - Vedanta, an Indian mining investment company, signed two memoranda of understanding with the Indian state of Gujarat to set up a semiconductor fabrication plant. The decision to set up the project in Gujarat came after Vedanta and Foxconn, a Chinese technology company, agreed to form a joint venture (JV) company in India.
  • September 2022 - Micron Technology Inc., a leading semiconductor company and the only U.S.-based memory manufacturer, announced plans to invest approximately USD 15 billion through the decade's end to construct a new fab for leading-edge memory manufacturing in Boise, Idaho. The manufacturing unit will focus on fulfilling the domestic demand for leading-edge memory required for market segments like data-center, automotive, etc.

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 Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment on the impact due to COVID-19

5 MARKET DYNAMICS

  • 5.1 Market Drivers​
    • 5.1.1 Growing Miniaturization
    • 5.1.2 Adoption of Emerging Technologies in IIoT, Blockchain, and Enhanced Communication
  • 5.2 Market Challenges
    • 5.2.1 Intensifying Competition and Rigorous Government and Environmental Regulations
    • 5.2.2 Intellectual Property Rights Infringements

6 SEMICONDUCTOR AND ELECTRONIC PARTS PRODUCT LANDSCAPE

  • 6.1 Logic Semiconductor
  • 6.2 Analog Semiconductor
  • 6.3 Memory Semiconductor
  • 6.4 Electronic Connectors and Inductors
  • 6.5 Bare Printed Circuit Boards
  • 6.6 Other Product Types

7 MARKET SEGMENTATION

  • 7.1 By Component
    • 7.1.1 Equipment
      • 7.1.1.1 Front-End Equipment (Lithography, Wafer Surface Conditioning, Wafer Cleaning, and Deposition)
      • 7.1.1.2 Back-End Equipment (Assembly and Packaging, Dicing, Metrology, Bonding, and Wafer Testing)
    • 7.1.2 Software
    • 7.1.3 Services
      • 7.1.3.1 Electronics Design and Engineering
      • 7.1.3.2 Electronics Assembly
      • 7.1.3.3 Electronics Manufacturing
      • 7.1.3.4 Other Service Types
  • 7.2 By Application
    • 7.2.1 Communications and Network Equipment
    • 7.2.2 Transportation
    • 7.2.3 Consumer Electronics
    • 7.2.4 Other Applications
  • 7.3 By Geography
    • 7.3.1 North America
      • 7.3.1.1 United States
      • 7.3.1.2 Canada
    • 7.3.2 Europe
      • 7.3.2.1 United Kingdom
      • 7.3.2.2 Italy
      • 7.3.2.3 Germany
      • 7.3.2.4 France
      • 7.3.2.5 Rest of Europe
    • 7.3.3 Asia-Pacific
      • 7.3.3.1 China
      • 7.3.3.2 Japan
      • 7.3.3.3 South Korea
      • 7.3.3.4 India
      • 7.3.3.5 Rest of Asia-Pacific
    • 7.3.4 Rest of the World

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Jabil Inc.
    • 8.1.2 Intel Corporation
    • 8.1.3 Samsung Electronics Co. Ltd
    • 8.1.4 Taiwan Semiconductor Manufacturing Company Limited
    • 8.1.5 SK Hynix Inc.
    • 8.1.6 Micron Technology Inc.
    • 8.1.7 Qualcomm Technologies Inc.
    • 8.1.8 Broadcom Inc.
    • 8.1.9 Texas Instruments Inc.
    • 8.1.10 Sumitronics Corporation
    • 8.1.11 SIIX Corporation
    • 8.1.12 Flex Ltd
    • 8.1.13 Nortech Systems Incorporated

9 INVESTMENT ANALYSIS

10 FUTURE OUTLOOK OF THE MARKET