半導體市場：趨勢、機會與競爭分析 [2024-2030]

預計2030年全球半導體市場將達8,849億美元，2024年至2030年複合年成長率為5.6%。該市場的主要驅動力是由於供不應求、無線通訊的成長、汽車先進安全功能的需求增加以及網路連接設備的成長而導致的半導體價格上漲。全球半導體市場的未來看起來很有吸引力，通訊、消費性電子、汽車和工業領域都充滿機會。

對產業動態產生直接影響的新興趨勢包括基於人工智慧的半導體的發展以及自動駕駛技術對半導體的需求增加。

Lucintel 預測，由於智慧型手機、平板電腦和其他個人媒體設備對記憶體 IC 的需求增加，積體電路仍將是最大的細分市場。由於汽車中 ADAS（高級駕駛輔助系統）的需求不斷增加以及消費者對物聯網設備的偏好不斷增加，預計感測器在預測期內將出現最高成長。

由於對無線通訊技術的需求不斷成長，通訊將繼續成為最大的最終用途。由於市場從 COVID-19 中復甦以及汽車電子含量的增加，預計汽車行業將在預測期內實現最高成長。

由於物聯網 (IoT) 的日益普及、每輛車的電子含量不斷增加，以及中國、台灣和印度等國家/地區工業自動化的擴展，亞太地區將在預測期內繼續成為最大的地區。由於汽車電子和工業電子市場的成長，預計北美在預測期內將出現最高的成長。

目錄

第1章執行摘要

第2章 市場背景及分類

• 簡介、背景、分類
• 供應鏈
• 促進因素與挑戰

第3章 2018-2030年市場趨勢及預測分析

• 宏觀經濟趨勢和預測
• 全球半導體市場趨勢及預測
• 按元件分類的全球半導體市場
  • 積體電路
    • 模擬
    • 微處理器
    • 邏輯
    • 記憶
  • 離散半導體
  • 光電子學
  • 感應器
• 全球半導體市場按應用
  • 人工智慧
  • 其他
• 按最終用途行業分類的全球半導體市場
  • 溝通
    • 有線
    • 無線的
  • 消費性電子產品
  • 汽車電子
  • 個人電腦/電腦
  • 工業及其他

第4章 區域市場趨勢及預測分析

• 全球半導體市場按地區分類
• 北美半導體市場
• 歐洲半導體市場
• 亞太半導體市場
• 其他地區的半導體市場

第5章 競爭分析

• 產品系列分析
• 市場佔有率分析
• 地理範圍
• 波特五力分析

第6章 成長機會與策略分析

• 成長機會分析
  • 按元件分類的半導體市場的成長機會
  • 最終用途產業的半導體市場成長機會
  • 區域半導體市場成長機會
• 全球半導體市場新趨勢
• 戰略分析
  • 新產品開發
  • 全球半導體市場的併購和合資企業
  • 認證和許可
  • 產能擴張

第7章主要企業概況

• Samsung Electronics
• Intel
• SK Hynix
• Qualcomm
• Broadcom
• Texas Instruments
• NXP Semiconductor
• Micron Technology
• Nvidia
• STMicroelectronics

The future of the global semiconductor market looks attractive with opportunities in the communication, consumer electronics, automotive, and industrial sectors.The global semiconductor market is expected to reach $884.9 billion by 2030 with a CAGR of 5.6% from 2024 to 2030. The major drivers for this market are increasing price of semiconductor due to supply shortage, growth in wireless communication, increasing demand for advanced safety features in automotive, and growth in internet connected devices.

Emerging trends, which have a direct impact on the dynamics of the industry, include development of artificial intelligence based semiconductors and increasing demand for semiconductor in autonomous driving technology. Samsung Electronics, Intel, SK Hynix, Qualcomm, Broadcom, Micron, Texas Instrument, Microchip, Stmicroelectronics, and NXP Semiconductors are some of the major semiconductor manufacturers.

A total of 98 figures / charts and 60 tables are provided in this 219-page report to help in your business decisions. A sample figure with insights is shown below.

The study includes trends and forecast for the global semiconductor market by end use industry, device, application, and region as follows:

By Device [Billion Units and $B shipment analysis from 2018 to 2030]:

• Integrated Circuit
• Memory
• Logic
• Micro
• Analog
• Discrete
• Optoelectronics
• Sensors

By End Use [Billion Units and $B shipment analysis from 2018 to 2030]:

• Communication
• Wired
• Wireless
• Consumer Electronics
• Automotive Electronics
• PC/Computer
• Industrial and Others

By Application [Billion Units and $B shipment analysis from 2018 to 2030]:

• Artificial Intelligence
• Others

By Region [Billion Units and $B shipment analysis for 2018 to 2030]:

• North America
• United States
• Canada
• Mexico
• Europe
• Germany
• France
• United Kingdom
• Asia Pacific
• China
• Taiwan
• South Korea
• Japan
• India
• The Rest of the World

Lucintel forecasts that integrated circuit will remain the largest segment due to increasing demand for memory ICs in smartphones, tablet PCs, and other personal media devices. Sensor is expected to witness the highest growth over the forecast period due to the increasing demand for advanced driver assistance system in automotive and growing consumer preference for IoT-enabled devices.

Communication will remain the largest end use due to an increasing demand for wireless communication technology. The automotive segment is expected to witness the highest growth over forecast period due market recovery from COVID-19 and increasing electronics content in automotive.

APAC will remain the largest region over the forecast period due to a growing adoption of IoT (internet of things), increasing electronic content per vehicles, and growing industrial automation in countries such as China, Taiwan, and India. North America is expected to witness the highest growth over the forecast period due to growth in the automotive electronics and industrial electronics market.

Features of the Global Semiconductor Market

• Market Size Estimates: Global semiconductor market size estimation in terms of value ($B) and by volume (billion units) shipment.
• Trend And Forecast Analysis: Market trends (2018-2023) and forecast (2024-2030) by various segments and regions.
• Segmentation Analysis:Global semiconductor market size by various segments, such as end use industry, device, application, and region.
• Regional Analysis: Global semiconductor market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis on growth opportunities in different end use industry, application, device,, and regions for the semiconductor market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape for the global semiconductor market.
• Analysis of competitive intensity of the industry based on Porter's Five Forces model.

This report answers following 11 key questions

• Q.1 What are some of the most promising, high-growth opportunities for the global semiconductor market by product (integrated circuit, discrete semiconductor, optoelectronics, and sensor), application (communication, consumer electronics, automotive electronics, pc/computer, industrial and others), by technology (artificial intelligence and others), and by region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q. 2 Which segments will grow at a faster pace and why?
• Q.3 Which regions will grow at a faster pace and why?
• Q.4 What are the key factors affecting market dynamics? What are the drivers and challenges of the market?
• Q.5 What are the business risks and threats to the market?
• Q.6 What are the emerging trends in this market and reasons behind them?
• Q.7 What are some changing demands of customers in the market?
• Q.8 What are the new developments in the market? Which companies are leading these developments?
• Q.9 Who are the major players in this market? What strategic initiatives are being implemented by key players for business growth?
• Q.10 What are some of the competitive products and processes in this area and how big of a threat do they pose for loss of market share via product substitution?
• Q.11 What M&A activity has occurred in the last 5 years?

Table of Contents

1. Executive Summary

2. Market Background and Classifications

• 2.1: Introduction, Background, and Classification
• 2.2: Supply Chain
• 2.3: Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1: Macroeconomic Trends and Forecast
• 3.2: Global Semiconductor Market Trends and Forecast
• 3.3: Global Semiconductor Market by Device
  • 3.3.1: Integrated Circuits
    • 3.3.1.1: Analog
    • 3.3.1.2: Microprocessor
    • 3.3.1.3: Logic
    • 3.3.1.4: Memory
  • 3.3.2: Discrete Semiconductor
  • 3.3.3: Optoelectronics
  • 3.3.4: Sensors
• 3.4: Global Semiconductor Market by Application
  • 3.4.1: Artificial Intelligence
  • 3.4.2: Others
• 3.5: Global Semiconductor Market by End Use Industry
  • 3.5.1: Communication
    • 3.5.1.1: Wired
    • 3.5.1.2: Wireless
  • 3.5.2: Consumer Elecronics
  • 3.5.3: Automotive Electronics
  • 3.5.4: PC/Computer
  • 3.5.4: Industrial and Others

4. Market Trends and Forecast Analysis by Region

• 4.1: Global Semiconductor Market by Region
• 4.2: North American Semiconductor Market
  • 4.2.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.2.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.2.3: United States Semiconductor Market
  • 4.2.4: Canadian Semiconductor Market
  • 4.2.5: Mexican Semiconductor Market
• 4.3: European Semiconductor Market
  • 4.3.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.3.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.3.3: German Semiconductor Market
  • 4.3.4: UK Semiconductor Market
  • 4.3.5: French Semiconductor Market
• 4.4: APAC Semiconductor Market
  • 4.4.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.4.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.4.3: Chinese Semiconductor Market
  • 4.4.4: Taiwanese Semiconductor Market
  • 4.4.5: South Korean Semiconductor Market
  • 4.4.6: Japanese Semiconductor Market
  • 4.4.7: Indian Semiconductor Market
• 4.5: ROW Semiconductor Market
  • 4.5.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.5.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Market Share Analysis
• 5.3: Geographical Reach
• 5.4: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global Semiconductor Market by Device
  • 6.1.2: Growth Opportunities for the Global Semiconductor Market by End Use Industry
  • 6.1.3: Growth Opportunities for the Global Semiconductor Market by Region
• 6.2: Emerging Trends of the Global Semiconductor Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Mergers, Acquisitions, and Joint Ventures in the Global Semiconductor Market
  • 6.3.3: Certification and Licensing
  • 6.3.4: Capacity Expansion

7. Company Profiles of Leading Players

• 7.1: Samsung Electronics
• 7.2: Intel
• 7.3: SK Hynix
• 7.4: Qualcomm
• 7.5: Broadcom
• 7.6: Texas Instruments
• 7.7: NXP Semiconductor
• 7.8: Micron Technology
• 7.9: Nvidia
• 7.10: STMicroelectronics