半導體製造研究回顧：2023 年

全球熱感界面材料 (TIM) 市場規模預計將從 2023 年的 39 億美元增至 2028 年的 68 億美元，預測期內的複合年成長率為 11.5%。

全球 MEMS 市場規模預計將從 2023 年的 285 億美元成長到 2028 年的 415 億美元，預測期內的複合年成長率為 7.8%。

預計到 2028 年全球 5G 晶片組市場規模將從 2023 年的 301 億美元增至 720 億美元，預測期內的複合年成長率為 19.1%。

半導體產業是現代電子技術的基礎，為從基本智慧型手機到先進電動車和全球工業應用等一切產品提供動力。半導體產業的發展與裝置小型化、在惡劣高溫環境下運作的能力以及5G、AI和物聯網等新興技術的興起息息相關。此外，隨著設備變得越來越複雜和功率密集，對溫度控管、MEMS 和氮化鎵和碳化矽等先進半導體材料的需求不斷增加，這些都推動了市場成長。

電動車和工業自動化的出現推動了對半導體的需求，因為它們需要在高溫下可靠運作的半導體裝置。由於半導體裝置將擴大暴露在傳統矽基元件無法有效運作的極端溫度環境中，因此半導體性能和可靠性將在未來發揮關鍵作用。

本研究評論包括BCC Research於2023年發布的半導體製造報告的亮點和摘錄，包括市場概況、記憶體晶片、電子化學品和材料、5G晶片組、熱感界面材料（TIM）、MEMS技術和溫度控管技術的市場影響因素和市場機會分析、法律制度、新興技術和技術發展趨勢、市場規模趨勢和熱預測，以及各細分市場和預測地區的詳細分析。

目錄

第 1 章 簡介

第2章 全球記憶體晶片市場（SMC120B）

• 市場概況
• 宏觀經濟因素影響分析
• COVID-19 市場影響
• 烏克蘭與俄羅斯的戰爭將如何影響市場
• 中美貿易戰將如何影響市場
• 市場動態
• 市場推進因素
• 市場挑戰
• 記憶體晶片市場按類型細分
• 揮發性記憶體
• 非揮發性記憶體
• 記憶體晶片市場區域分佈
• 美洲
• 亞太地區
• 歐洲、中東和非洲

3. 電子化學品與材料：全球市場（SMC043F）

• 市場概況
• 新冠疫情與俄烏戰爭對市場的影響：概述
• 全球電子化學品及材料市場對相關產業的影響
• 電子化學品及材料產業監管
• 市場動態
• 市場推進因素
• 市場限制
• 電子化學品和材料市場（按應用）
• 半導體和積體電路 (IC)
• 印刷基板
• 展示
• 其他
• 電子化學品和材料市場（按區域）
• 美洲
• 亞太地區
• 歐洲、中東和非洲

第4章全球5G 晶片組市場（SMC117B）

• 市場概況
• 未來展望
• 5G發展概況
• 市場動態
• 市場推進因素
• 市場限制
• 市場機會
• 5G 晶片組產業的新興技術/關鍵趨勢
• 5G晶片組市場的新發展
• 5G 晶片組市場（依部署類型）分析
• 網路基礎設施
• 智慧小工具
• 智慧型手機
• 路由器/數據機
• 其他設備
• 5G 晶片組市場區域分析
• 北美洲
• 歐洲
• 亞太地區
• 其他地區

第 5 章熱感界面材料 (TIM)：技術、應用與全球市場 (SMC071D)

• 市場概況和亮點
• 溫度控管：簡介
• TIM的定義
• TIM 屬性
• TIM的歷史
• 市場法規/標準/制度
• COVID-19 對 TIM 市場的影響
• 市場動態
• 市場推進因素
• 市場挑戰
• 全球 TIM 市場（按最終用戶分類）
• 電腦
• 通訊
• 產業
• 可再生能源
• 醫療設備
• 耐久財
• 車
• 航太和國防
• 全球 TIM 市場區域分佈
• 北美洲
• 歐洲
• 亞太地區
• 南美洲
• 其他地區
• TIM 產業的永續性
• ESG 的重要性
• TIM 產業的關鍵 ESG 議題
• ESG 在全球 TIM 市場的普及程度
• TIM 市場消費者對 ESG 的態度
• TIM 產業的 ESG 實踐
• 案例研究分析
• BCC的結語

第6章 MEMS 技術：目前與未來市場（SMC051E）

• 市場概況和亮點
• MEMS 技術市場概覽
• MEMS製造技術
• 新興技術和發展
• MEMS 領域的主要新興趨勢/技術
• MEMS技術的發展
• 市場動態
• 市場推進因素
• 市場挑戰
• 市場機會
• 全球 MEMS 市場（按材料）
• 矽
• 聚合物
• 金屬
• 全球 MEMS 市場區域分佈
• 北美洲
• 歐洲
• 亞太地區
• 其他地區
• 環境、社會與管治(ESG) 發展
• ESG 在 MEMS 市場的表現
• ESG 在 MEMS 市場的現狀
• 消費者對 MEMS 市場 ESG 的態度
• 案例研究
• BCC的結語

第7章溫度控管技術市場（SMC024N）

• 市場概況
• 溫度控管技術概述
• 溫度控管技術的類型
• 溫度控管技術的重要性
• 溫度控管的重要性
• 耗電量
• 環境和監管因素
• 電子系統的有效熱設計
• 其他進展
• COVID-19 對溫度控管技術市場的影響
• 俄烏戰爭對溫度控管技術市場的影響
• 全球市場動態
• 市場推進因素
• 市場限制
• 市場機會
• 按設備類型分類的市場
• 對流冷卻裝置
• 傳導冷卻裝置
• 混合冷卻裝置
• 市場區隔：按地區
• 北美洲
• 歐洲
• 亞太地區
• 其他地區
• 溫度控管產業的 ESG 發展
• 關鍵 ESG 議題
• ESG績效分析
• 案例研究
• BCC 的看法
• 新興技術和趨勢概述
• 市場上的關鍵新興技術

第 8 章 附錄

The global market for thermal interface materials (TIMs) was valued at $3.9 billion in 2023, and it is expected to reach $6.8 billion by 2028, at a compound annual growth rate (CAGR) of 11.5% from 2023 through 2028.

The global market for microelectromechanical systems (MEMS) was valued at $28.5 billion in 2023, and it is expected to reach $41.5 billion by 2028, at a CAGR of 7.8% from 2023 through 2028.

The global market for 5G chipsets was valued at $30.1 billion in 2023, and it is expected to reach $72.0 billion by 2028, at a CAGR of 19.1% from 2023 through 2028.

Report Scope

The semiconductor industry is the foundation of modern-day electronics, powering everything from basic smartphones to advanced electric vehicles and industrial applications worldwide. The evolution of the semiconductor industry pertains to device miniaturization, the capability to operate under harsh and high-temperature environments, and rising emerging technologies such as 5G, artificial intelligence (AI), and the Internet of Things (IoT). Further, increasing demand for thermal management, micro-electromechanical systems (MEMS), and advanced semiconductor materials such as gallium nitride and silicon carbide are propelling the market growth as devices become more complicated and power dense.

The demand for semiconductors is accelerating with the advent of electric vehicles and industrial automation applications that require semiconductor devices to work reliably at high temperatures. The performance and reliability of semiconductors will play a critical role in the future, as semiconductor devices will be more exposed to extreme temperature environments where traditional silicon-based devices do not work efficiently.

Research Reviews from BCC Research provide market professionals with concise market coverage within a specific research category. This 2023 Research Review of the Semiconductor Manufacturing provides a sampling of the type of quantitative market information, analysis, and guidance that BCC Research has been developing since its inception in 1971 to help its customers make informed business decisions. This Research Review includes highlights and excerpts from the following reports published by BCC Research in 2023:

• SMC120B Global Memory Chip Market.
• SMC043F Electronic Chemicals and Materials: The Global Market.
• SMC117B Global 5G Chipset Market.
• SMC071D Thermal Interface Materials: Technologies, Applications and Global Markets.
• SMC051E Microelectromechanical Systems (MEMS) Technology: Current and Future Markets.
• SMC024N The Market for Thermal Management Technologies.

After you survey the excerpts in this Research Review, we encourage you to follow up on these topics by checking out the full market research reports associated with each topic. BCC Research looks forward to serving your market intelligence needs in the future.

Analyst Credentials

BCC Research Team possesses expertise and experience in life and physical science domains. They specialize in offering valuable business insights, including industry analysis, competitor intelligence, strategic and financial analysis, and opportunity assessment. The team has in-depth knowledge of various sectors, including healthcare, biotechnology, pharmaceuticals, IT, automation, advanced materials, and energy. They are proficient in qualitative and quantitative market intelligence, providing clients with actionable insights. With a vast understanding of the competitive landscape, the team can support clients in making data-driven decisions to help them achieve a competitive edge in their respective markets.

Table of Contents

Chapter 1 Foreword

• Research Review Scope

Chapter 2 Global Memory Chip Market (SMC120B)

• Study Goals and Objectives
• Reasons for Doing This Study
• Scope of Report
• Summary and Highlights
• Market Overview
• Macroeconomic Factors Impact Analysis
• COVID-19 Impact on the Market
• Ukraine-Russia War Impact on the Market
• The U.S.-China Trade War Impact on the Market
• Market Dynamics
• Market Driver
• Market Challenge
• Memory Chips Market Breakdown by Type
• Volatile Memory
• Nonvolatile Memory
• Memory Chips Market Breakdown by Region
• The Americas
• Asia-Pacific
• EMEA

Chapter 3 Electronic Chemicals and Materials: The Global Market (SMC043F)

• Study Goals and Objectives
• Reasons for Doing This Study
• Scope of Report
• Market Summary
• Market Overview
• Impact of COVID-19 and the Russia-Ukraine War on the Market Overview
• Impact on Associated Industries of Global Electronic Chemicals and Materials Market
• Regulation of the Electronic Chemicals and Materials Industry
• Market Dynamics
• Market Driver
• Market Restraint
• Electronic Chemicals and Materials Market, by Application
• Semiconductors and Integrated Circuits (ICs)
• Printed Circuit Boards
• Displays
• Other Applications
• Electronic Chemicals and Materials Market, by Region
• The Americas
• Asia-Pacific
• Europe, Middle East and Africa (EMEA)

Chapter 4 Global 5G Chipset Market (SMC117B)

• Study Goals and Objectives
• Reasons for Doing the Study
• Scope of Report
• Executive Summary and Highlights
• Market Overview
• Future Expectations
• Overview of 5G Developments
• Market Dynamics
• Market Driver
• Market Restraint
• Market Opportunity
• Emerging Technologies/Key Trends in 5G Chipset Industry
• Emerging Developments in the 5G Chipset Market
• 5G Chipsets Market Analysis, by Deployment Type
• Network Infrastructure
• Smart Gadgets
• Smartphones
• Routers/Modems
• Other Devices
• 5G Chipsets Market Analysis, by Region
• North America
• Europe
• Asia-Pacific
• Rest of the World

Chapter 5 Thermal Interface Materials: Technologies, Applications and Global Markets (SMC071D)

• Study Goals and Objectives
• Reasons for Doing the Study
• Scope of Report
• Market Summary and Highlights
• Introduction to Thermal Management
• Definition of Thermal Interface Materials
• Properties of Thermal Interface Materials
• History of Thermal Interface Material
• Market Regulations/Standards/Schemes
• Impact of COVID-19 on the Market for Thermal Interface Materials
• Market Dynamics
• Market Driver
• Market Challenge
• Global TIMs Market, by End-Use Application
• Computers
• Telecom
• Industrial
• Renewable Energy
• Medical Equipment
• Consumer Durables
• Automotive
• Aerospace and Defense
• Global TIMs Market, by Region
• North America
• Europe
• Asia-Pacific
• South America
• Rest of the World
• Sustainability in the Thermal Interface Materials Industry
• Importance of ESG
• Key ESG Issues in the Thermal Interface Materials Industry Sustainability
• ESG Penetration in the Global TIMs Market
• Consumer Attitudes toward ESG in the Market for Thermal Interface Materials
• ESG Practices in the Thermal Interface Materials Industry
• Case Study Analysis
• Concluding Remarks from BCC

Chapter 6 Microelectromechanical Systems (MEMS) Technology: Current and Future Markets (SMC051E)

• Study Goals and Objectives
• Reasons for Doing the Study
• Scope of Report
• Market Summary and Highlights
• Overview of the MEMS Technology Market
• MEMS Manufacturing Technologies
• Emerging Technologies and Developments
• Key Emerging Trends/Technologies for MEMS
• Development of MEMS Technology
• Market Dynamics
• Market Driver
• Market Challenge
• Market Opportunities
• Global MEMS Market, by Material
• Silicon
• Polymer
• Metals
• Global MEMS Market, by Region
• North American Market Outlook
• European Market Outlook
• Asia-Pacific (APAC) Market Outlook
• Rest of the World Market Outlook
• Environmental, Social and Governance (ESG) Developments
• ESG Performance in MEMS Market
• Current Status of ESG in the MEMS Market
• Consumer Attitudes Towards ESG in MEMS Market
• Case Study
• Concluding Remarks from BCC

Chapter 7 The Market for Thermal Management Technologies (SMC024N)

• Study Goals and Objectives
• Reasons for Doing This Study
• Scope of Report
• Market Outlook
• Market Summary
• Overview of the Thermal Management Technologies
• Thermal Management Technique Types
• Importance of Thermal Management Techniques
• Importance of Thermal Management
• Power Dissipation
• Environmental and Regulatory Factors
• Effective Thermal Design for Electronic Systems
• Other Developments
• Impact of COVID-19 on the Thermal Management Technologies Market
• Impact of Russia-Ukraine War on Thermal Management Technologies Market
• Global Market Dynamics
• Market Driver
• Market Restraint
• Market Opportunity
• Market Breakdown by Device Type
• Convection Cooling Devices
• Conduction Cooling Devices
• Hybrid Cooling Devices
• Market Breakdown by Region
• North America
• Europe
• Asia-Pacific
• Rest of the World
• ESG Developments in the Thermal Management Industry
• Key ESG Issues
• ESG Performance Analysis
• Case Study
• BCC Research Viewpoint
• Overview of Emerging Technologies and Trends
• Key Emerging Technologies in the Market

Chapter 8 Appendix

• Research Methodology
• Analyst's Credentials

List of Tables

• Table 1 : Global Market for Memory Chips, by Application, Through 2027
• Table 2 : Global Market for Memory Chips, by Type, Through 2027
• Table 3 : Global Market for Memory Chips, by Region, Through 2027
• Table 4 : Global Market for Electronic Chemicals and Materials, by Product Type, Through 2027
• Table 5 : Global Market for Electronic Chemicals and Materials, by Application, Through 2027
• Table 6 : Global Market for Electronic Chemicals and Materials, by Region, Through 2027
• Table 7 : Global Market for 5G Chipsets, by End-Use Application, Through 2028
• Table 8 : 5G Rollout and 5G Spectrum, International Markets
• Table 9 : Global Market for 5G Chipsets, by Deployment Type, Through 2028
• Table 10 : Global Market for 5G Chipsets, by Region, Through 2028
• Table 11 : Global Market for Thermal Interface Materials, by Type of Material, Through 2028
• Table 12 : Thermal Interface Materials' Properties
• Table 13 : Market for Thermal Interface Materials: Regulations/Standards/Schemes
• Table 14 : Applications for Thermal Interface Materials
• Table 15 : Global Market for Thermal Interface Materials, by End-Use Application, Through 2028
• Table 16 : Global Market for Thermal Interface Materials, by Region, Through 2028
• Table 17 : Global Market for Thermal Interface Materials, Social ESG Metrics, 2022
• Table 18 : Global Market for Thermal Interface Materials, Social ESG Metrics, 2022
• Table 19 : Global Market for Thermal Interface Materials, Governance ESG Metrics, 2022
• Table 20 : Global Market for MEMS Technology, by Application, Through 2028
• Table 21 : Global Market Shares of MEMS Technology, by Material Type, Through 2028
• Table 22 : Global Market for MEMS Technology, by Region, Through 2028
• Table 23 : Global Market Volumes of MEMS, by Region, Through 2028
• Table 24 : ESG Risk Ratings Metric in MEMS Technology Market, by Company, 2022
• Table 25 : NXP Semiconductor's ESG Goals and Progress, MEMS Technology Market, 2022
• Table 26 : Global Market for Thermal Management Technologies, by Application, Through 2028
• Table 27 : Global Market for Thermal Management Technologies, by Device, Through 2028
• Table 28 : Global Market for Thermal Management Technologies, by Region, Through 2028
• Table 29 : Environmental Metrics for the Thermal Industry
• Table 30 : Social Metrics for the Thermal Industry
• Table 31 : Governance Metrics for Thermal Management Industry

List of Figures

• Figure 1 : Global Market Shares of Memory Chips, by Application, 2021
• Figure 2 : Global Market Shares of Memory Chips, by Type, 2021
• Figure 3 : Global Market Shares of Nonvolatile Memory Chips, by Type, 2021
• Figure 4 : Global Market Shares of Memory Chips, by Region, 2021
• Figure 5 : Global Market Shares of Electronic Chemicals and Materials, by Product Type, 2021
• Figure 6 : Global/Regional Economic Growth Share, 2022 and 2023
• Figure 7 : Global Market Shares of Electronic Chemicals and Materials, by Application, 2021
• Figure 8 : Global Electronics Trade, by Country, 2021
• Figure 9 : Global Market Shares of Electronic Chemicals and Materials, by Region, 2021
• Figure 10 : Global Market Shares of 5G Chipsets, by End-Use Application, 2022
• Figure 11 : Global Market Shares of 5G Chipsets, by Deployment Type, 2022
• Figure 12 : Global Market Shares of 5G Chipsets, by Region, 2022
• Figure 13 : Global Market Shares of Thermal Interface Materials, by Type of Material, 2022
• Figure 14 : Breakdown of Causes of Electronic Systems Failure
• Figure 15 : Global Market Shares of Thermal Interface Materials, by End-Use Application, 2022
• Figure 16 : Global Market Shares of Thermal Interface Materials, by Region, 2022
• Figure 17 : Share of Companies with ESG Compliance in the Global Market for Thermal Interface Materials, 2022
• Figure 18 : Global Market Shares of MEMS Technology, by Application, 2022
• Figure 19 : Global Market Shares of MEMS Technology, by Material Type, 2022
• Figure 20 : Global Market Shares of MEMS Technology, by Region, 2022
• Figure 21 : Global Market Volume Shares of MEMS, by Region, 2022
• Figure 22 : Global Market Shares of Thermal Management Technologies, by Application, 2022
• Figure 23 : Thermal Management Installation in Smartphones - Schematic Representation
• Figure 24 : Global Market Shares of Thermal Management Technologies, by Device, 2022
• Figure 25 : Process of Convection Cooling Device - Schematic Representation
• Figure 26 : Process of Conduction Cooling Device - Schematic Representation
• Figure 27 : Global Market Shares of Thermal Management Technologies, by Region, 2022
• Figure 28 : Emerging Technologies in the Thermal Management Technologies Market