2024-2025 年全球半導體設備市場展望

Global Semiconductor Devices Market Outlook, 2024-2025

出版日期: 2024年12月19日 | 出版商:

Frost & Sullivan | 英文 84 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

AI 硬體從資料中心轉移到邊緣設備；永續性和 CASE 趨勢限制了工業和汽車市場的下滑，推動了轉型成長

2022年全球半導體元件產業成長放緩至3.5%，2023年則將下滑6.9%。 2023 年的成長將由利用電動車、CASE 和數位轉型措施的工業和汽車市場推動。 2024 年（及以後）的成長將由連接性和 AI/ML 技術整合推動，這將成為所有垂直領域產品開發活動的核心。 5G 部署的不斷增加、人工智慧智慧型手機和人工智慧 PC 的普及率不斷提高、汽車中電子內容的不斷擴大、向電動汽車和自動駕駛汽車的轉變、工廠自動化以及物聯網設備在智慧家庭中的普及是推動未來市場成長的主要趨勢。傳統上被視為半導體市場表現關鍵指標的智慧型手機和個人電腦將不再是唯一指標。預計市場參與企業將在幾個垂直市場（主要是消費品和汽車市場）大幅擴大基本客群。雖然半導體設備市場的需求和製造投資正在激增，但高成本、低利潤和產能過剩的風險是該行業需要考慮的一些方面。除了供需缺口外，市場還面臨地緣政治動盪和技能短缺等多重挑戰。在這種情況下，必須了解半導體裝置的短期需求以及 2024 年至 2030 年期間的關鍵成長機會。因此，相關人員可以製定策略和行動計劃來加速成長。 Frost & Sullivan 的這項研究旨在對 2025 年的半導體設備市場進行預測。它識別主要最終用戶和地區的新興趨勢和成長機會。從設備角度來看，關鍵要點包括人工智慧、5G/6G、物聯網、電動車、連網聯網汽車和自動駕駛汽車等新應用中不斷發展的設計、技術節點和材料。

The global semiconductor devices industry registered a 6.9% decline in 2023 after a 3.5% slowdown in growth in 2022. Growth in 2023 was attributed to the industrial and automotive markets capitalizing on the EV, CASE, and digital transformation efforts. Growth in 2024 (and beyond) will be driven by the technology convergence of connectivity and AI/ML, which will be the core of product development activities across all verticals. Increased 5G deployment, the rising adoption of AI smartphones and AI PCs, greater electronics content in automotive, the migration to EVs and AVs, factory automation, and the proliferation of IoT devices in smart homes are key trends that will drive future market growth. Smartphones and PCs, traditionally viewed as key indicators of semiconductor market performance, will not remain the sole indicators going forward. Market participants are expected to witness significant customer base expansion across several verticals (primarily consumer and automotive). While the semiconductor devices market records a surge in demand and manufacturing investments, the risk of high costs, low margins, and over-capacity are a few aspects the industry needs to consider. Beyond the demand-supply gap, the market faces several challenges, including geopolitical chaos and skills shortages. In such a scenario, it is essential to understand the demand for semiconductor devices in the short term and key growth opportunities from 2024 to 2030. As a result, stakeholders can develop strategies and action plans to accelerate growth. This Frost & Sullivan study aims to provide an outlook on the semiconductor devices market for 2025. It identifies emerging trends and growth opportunities across key end users and regions. From a device standpoint, important aspects include evolving design, technology nodes, and materials across emerging applications such as AI, 5G/6G, IoT, EVs, connected cars, and AVs.

Analysis Highlights

Analysis Highlights
The 2023 Semiconductor Devices Market: Forecast vs Actual
Historical Analytics
Top Predictions for 2025

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Semiconductor Devices Industry
Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

Segmentation
Growth Environment
Global Semiconductor Market Sizing by Revenue

Macroeconomic Factors

Growth Environment-Macroeconomic Conditions

Revenue Trends, 2020?2025

Revenue Forecast by Segment
Revenue Forecast by Product Type
Revenue Forecast by Region

Trend Predictions, 2024 and 2025

Semiconductor Devices Market: Key Semiconductor Industry Trends, Global, 2024 vs 2023
Trends Influencing the Semiconductor Industry in 2024
Semiconductor Industry Trends-2025 vs 2024
Trends Influencing the Semiconductor Industry in 2025