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市場調查報告書
商品編碼
1563132

第三代半導體產業全球趨勢與策略展望

Global Trends and Strategic Outlook of the Third-Generation Semiconductor Industry
出版日期: | 出版商: MIC - Market Intelligence & Consulting Institute | 英文 117 Pages | 訂單完成後即時交付

價格

在地緣政治風險上升、衝突持續、歐美貨幣政策緊縮的情況下，預計全球經濟表現將與2023年持平。然而，半導體市場庫存調整已接近尾聲，汽車、HPC和AIoT領域的需求可能支持成長復甦，帶來兩位數的成長。此外，寬帶隙化合物半導體（第三代材料）因其耐高電壓、耐溫性和能源效率等優點而受到關注，這對於實現淨零排放非常重要。來自歐洲、美國和日本的公司主導這個市場，而新的競爭對手則來自中國、韓國和台灣。

本報告總結了全球半導體市場的表現，分析了主要DRAM供應商Samsung、SK Hynix、Micron的競爭格局，並分析了2019年3D NAND、主要晶圓代工廠以及第三代半導體行業的競爭格局。

目錄

全球半導體產業鏈發展及戰略地位

第1章 世界半導體市場表現

  • 2023年全球半導體市場萎縮
  • 由於供應鏈復甦，2024年半導體市場可能呈現兩位數成長
  • IC主導全球半導體市場，比重超過80%
  • 全球最終產品出貨量的增加將推動2024年需求擴張

第2章 全球半導體企業資本投資

  • 資本投資集中於全球半導體企業
  • 半導體設備在資本投資上佔比最大

第3章 三大DRAM供應商競爭態勢

  • 兩家韓國供應商控制 DRAM 市場 72%的佔有率
  • DRAM將於2024年過渡至1γ製程，競爭預期激烈
  • HPC 應用推動 HBM 開發

第4章 3D NAND進入200層時代

  • 兩家韓國公司以 52%的市場佔有率引領 NAND 快閃記憶體市場
  • 進入 300 層時代，3D NAND 的未來

第5章 主要晶圓代工廠量產3nm製程

  • 2022-2023年：主要代工廠開始量產3奈米製程
  • 2024-2025：各大代工廠角逐2nm時代

第6章 全球半導體企業獲利排名

  • 台積電到2023年仍將是全球最大的半導體公司
  • Nvidia2023年營收成長 87%，脫穎而出

第7章 MIC 的觀點

附錄

全球第三代半導體產業發展及主要企業產品策略

第1章 歐美第三代半導體產業發展

  • 歐洲
    • 致力於汽車和工業領域
    • 豐富的研究資源、強大的外延和晶圓代工能力
  • 美國
    • 優先軍事用途並擴大民間用途
    • 通訊設備與功率元件並重，SiC基板市場佔有率領先

第2章 美國主要企業產品策略

  • STMicroelectronics
  • Infineon
  • Onsemi
  • Wolfspeed
  • Navitas
  • Qorvo

第3章 東亞第三代半導體產業發展

  • 日本
    • 並重發展功率元件和通訊設備
    • 專利領先，外延技術雄厚
  • 韓國
  • 中國
    • 政府主導的發展與快速擴張
    • 龐大的國內市場和政策支援讓外國公司能夠與本地公司合作

第4章 東亞主要企業產品策略

  • ROHM
  • Sumitomo Group
  • Mitsubishi
  • Innoscience
  • Sanan Optoelectronics

第5章 MIC 的觀點

附錄

台灣第三代半導體產業發展及主要企業

第1章 台灣第三代半導體產業發展

  • 台灣進入第三代半導體市場進展緩慢，主要集中在晶圓代工廠
  • 光明的前景推動次級 IDM 和代工產能擴張
  • 該政策優先考慮技術和物質獨立性，但進一步利用仍有改進的空間。

第2章 台灣主要企業趨勢與策略

  • SAS
  • Foxconn Technology Group
  • Panjit

第3章 MIC 的觀點

附錄

Product Code: SCRPT24092401

Amid escalating geopolitical risks, ongoing conflicts, and tightening monetary policies in Europe and the U.S., global economic performance is expected to remain flat compared to 2023. However, the semiconductor market is nearing the end of its inventory adjustments, with demand in the automotive, high-performance computing (HPC), and Artificial Intelligence of Things (AIoT) sectors poised to support a return to growth, potentially leading to double-digit gains. Additionally, wide-bandgap compound semiconductors, or third-generation materials, are gaining attention for their high voltage resistance, temperature tolerance, and energy efficiency—crucial attributes for achieving net-zero emissions. Companies in Europe, the U.S., and Japan currently lead in this market, with emerging competition from China, South Korea, and Taiwan.

This value pack provides an overview of global semiconductor market performance, analyzes the competitive landscape of leading DRAM suppliers—Samsung, SK Hynix, and Micron—and explores future developments in 3D NAND, major wafer foundries, and the third-generation semiconductor industry across key regions. It also examines policies of major countries for third-generation semiconductors, such as Japan, South Korea, and China.

Table of Contents

  • Development and Strategic Position of the Global Semiconductor Industry Chain

1. Global Semiconductor Market Performance

  • 1.1 Global Semiconductor Market Declines in 2023
  • 1.2 Supply Chain Recovery Likely to Drive Double-Digit Growth in the Semiconductor Market in 2024
  • 1.3 ICs Dominating the Global Semiconductor Market with Over 80% Share
  • 1.4 Global End-Product Shipment Growth Driving Pull-in Demand in 2024

2. Capex of Global Semiconductor Companies

  • 2.1 High Concentration of CapEx among Global Semiconductor Firms
  • 2.2 Semiconductor Equipment Takes the Largest Share of CapEx

3. Competitive Landscape of three DRAM suppliers

  • 3.1 Two Korea Suppliers Dominates the DRAM Market with a 72% Share
  • 3.2 Fierce Competition Expected as DRAM Enters the 1γ Process in 2024
  • 3.3 HPC Applications Drive HBM Development

4. 3D NAND Advances into the 200-Layer Era

  • 4.1 Two Korean Companies Lead the NAND Flash Market with a 52% Share
  • 4.2 The Future of 3D NAND Entering the 300-Layer Era

5. Major Wafer Foundries Have Mass-Produced 3nm Process

  • 5.1 2022-2023: Major Foundries Kick off 3nm Process Mass Production
  • 5.2 2024-2025: Major Foundries Compete in the 2nm Era

6. Global Semiconductor Companies’ Revenue Ranking

  • 6.1 TSMC Remains the World’s Largest Semiconductor Company in 2023
  • 6.2 Nvidia Stands Out in 2023 with Revenue Growth of 87%

7. MIC Perspective

Appendix

  • List of Companies
  • Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies

1. Development of European and US Third-Gen Semiconductor Industry

  • 1.1 Europe
    • 1.1.1 Focusing on Automotive and Industrial Niches
    • 1.1.2 Abundant Research Resources and Robust Epitaxy and Wafer Foundry Capabilities
  • 1.2 US
    • 1.2.1 Prioritizing Military Applications , Expanding to Civilian Uses
    • 1.2.2 Leading SiC Substrate Market Share with Equal Focus on Communication and Power Devices

2. Product Strategies of Leading Companies in Europe and the US

  • 2.1 STMicroelectronics
  • 2.2 Infineon
  • 2.3 Onsemi
  • 2.4 Wolfspeed
  • 2.5 Navitas
  • 2.6 Qorvo

3. Development of Third-Gen Semiconductor Industry in East Asia

  • 3.1 Japan
    • 3.1.1 Equal Focus on Development of Power and Communication Devices
    • 3.1.2 Leading in Patents, with Strengths in Epitaxy Technology
  • 3.2 Korea
    • 3.2.1 Government-led Development with Focus on Power Applications
  • 3.3 China
    • 3.3.1 Government-led Development with Rapid Expansion
    • 3.3.2 Foreign Companies Partnering with Local Firms due to Large Domestic Market and Policy Support

4. Product Strategies of Leading Companies in East Asia

  • 4.1 ROHM
  • 4.2 Sumitomo Group
  • 4.3 Mitsubishi
  • 4.4 Innoscience
  • 4.5 Sanan Optoelectronics

5. MIC Perspective

Appendix

  • List of Companies
  • Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China

1.Analysis of SiC Industry Policies in Japan and Korea

  • 1.1 Japan Introduces Energy-Saving Plans to Boost SiC Industry Development
  • 1.2 Japan Reinforces Semiconductor Self-sufficiency to Prevent Industry Exodus
  • 1.3 With High Hopes for the High-Power Market, Japan Focuses on SiC Industry Development
  • 1.4 Korea Focuses on Energy-Saving Applications for Breakthroughs in SiC Industry
  • 1.5 Global Chip Shortages Present a Critical Turning Point for Korea’s Semiconductor Industry
  • 1.6 Korea Ramps up R&D to Cultivate the Automotive SiC Power Device Market

2. Analysis of SiC Industry Policies in China

  • 2.1 China Targets SiC as a Key Priority for National Energy Development
  • 2.2 China Aims to Surpass Western Advancements in SiC via the 14th Five-Year Plan
  • 2.3 China Bolsters Local Enterprises to Strengthen Competitiveness in the SiC Market

3. SiC Policy Development Trends of Major Countries

  • 3.1 SiC Policy Development Trends in the United States
  • 3.2 SiC Policy Development Trends in the EU
  • 3.3 SiC Policy Development Trends in Japan and Korea
  • 3.4 SiC Policy Development Trends in China

4. MIC Perspective

Appendix

  • List of Companies
  • Development of Taiwan's Third-Generation Semiconductor Industry and Key Players

1.Taiwanese Third-Generation Semiconductor Industry Development

  • 1.1 Taiwan's Late Entry into Third-Generation Semiconductors Focuses Mainly on Wafer Foundry
  • 1.2 Positive Outlook Drives Capacity Expansion by Quasi-IDMs and Foundries
  • 1.3 Policy Prioritizing Technological and Material Independence, But Further Applications Still Need Improvement

2. Trends and Straties of Major Taiwanese Companies

  • 2.1 SAS
  • 2.2 Foxconn Technology Group
  • 2.3 Panjit

3. MIC Perspective

Appendix

  • List of Companies

List of Tables

  • Development and Strategic Position of the Global Semiconductor Industry Chain
  • Table 1. 2023 Global Top 25 Semiconductor Companies Revenue Rankings (Including Wafer Foundries)
  • Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies
  • Table 1: Development Strategies of Leading Third-Gen Semiconductor Companies in Europe and the United States
  • Table 2: Products of Leading Third-Gen Semiconductor Companies in Europe and the United States
  • Table 3: Development Strategies of Leading Third-Gen Semiconductor Companies in East Asia
  • Table 4: Products of Leading Third-Gen Semiconductor Companies in East Asia
  • Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China
  • Table 1: Japan's SiC Industry Policies from 1998 to 2020
  • Table 2: Japan's SiC Industry Policies from 2021 to 2023
  • Table 3: Korea's SiC Industry Policies from 2000 to 2020
  • Table 4: Korea's SiC Industry Policies from 2021 to 2023
  • Table 5: China's SiC Industry Policies from 2004 to 2016
  • Table 6: China's SiC Industry Policies from 2017 to 2020
  • Table 7: China's SiC Industry Policies from 2021 to 2023
  • Table 8: China's Key Support Measures for SiC in the Special Project on New Displays and Strategic Electronic Materials
  • Table 9: Research Status 0f SiC at China’s Major Universities
  • Development of Taiwan's Third-Generation Semiconductor Industry and Key Players
  • Table 1: Capacity Expansion Timeline for Taiwanese Third-Generation Semiconductor Manufacturers
  • Table 2: Key Development Strategies of Taiwanese Third-Generation Semiconductor Companies
  • Table 3: Major Products of Taiwanese Third-Generation Semiconductor Companies

List of Figures

  • Development and Strategic Position of the Global Semiconductor Industry Chain
  • Figure 1. Worldwide Semiconductor Market Value, 2011 - 2024
  • Figure 2. End Product Shipment Volume and Growth Rate in 2024
  • Figure 3: Global Leading DRAM Manufacturers' Technology Roadmap
  • Figure 4. Global Major NAND Flash Manufacturers' Technology Roadmap
  • Figure 5. Global Major Wafer Foundries’ Technology Roadmap
  • Development of the Global Third-Generation Semiconductor Industry and Product Strategies of Leading Companies
  • Figure 1: STMicroelectronics' Third-Gen Semiconductor Development Strategies
  • Figure 2: Infineon's Third-Gen Semiconductor Development Strategies
  • Figure 3: Onsemi's Third-Gen Semiconductor Development Strategies
  • Figure 4: Wolfspeed's Third-Gen Semiconductor Development Strategies
  • Figure 5: Navitas' Third-Gen Semiconductor Development Strategies
  • Figure 6: Qorvo's Third-Gen Semiconductor Development Strategies
  • Figure 7: ROHM's Third-Gen Semiconductor Development Strategies
  • Figure 8: SEDI's Vision for Information Transmission by 2030
  • Figure 9: Mitsubishi's Third-Gen Semiconductor Development Strategies
  • Figure 10: Innoscience's Third-Gen Semiconductor Development Strategies
  • Figure 11: Sanan Optoelectronics' Third-Gen Semiconductor Development Strategies
  • Industry Policies of Third-Generation Semiconductors - SiC - in Japan, Korea, and China
  • Figure 1: Comparison of Major Countries’ SiC Policies
  • Development of Taiwan's Third-Generation Semiconductor Industry and Key Players
  • Figure 1: Taiwan's Third-Generation Semiconductor Industry Chain
  • Figure 2: Business Landscape of SAS Group
  • Figure 3: SAS Group's Third-Generation Semiconductor Development Strategy
  • Figure 4: Foxconn Technology Group's Vision
  • Figure 5: Foxconn Technology Group's Third-Generation Semiconductor Development Strategy
  • Figure 6: Development Timeline for Panjit's SiC Products
  • Figure 7: Panjit's Third-Generation Semiconductor Development Strategy