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半導體矽晶圓：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Semiconductor Silicon Wafer - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
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

2024年半導體矽晶圓市場規模預估為139.3億美元，預計2029年將達到168.1億美元，在預測期間（2024-2029年）成長3.82%，以年複合成長率成長。

半導體矽晶片市場

主要亮點

  • 半導體矽晶圓仍然是許多微電子元件的核心元件，並構成電子工業的基礎。由於數位化和電子移動性是當前技術形勢的趨勢，因此這些產品應用於許多設備。此外，對小型設備的需求增加了對單一設備具有更多功能的需求。這意味著IC晶片需要有更多的電晶體來支援更多的功能。
  • 據國際半導體設備與材料協會 (SEMI) 稱，由於 COVID-19 影響的不確定性加劇，矽晶圓市場的銷售量可能會下降。然而，由於晶片銷售的復甦，需求增加。 SEMI也預測，2022年全球矽晶圓出出貨將創下歷史新高。中國首次感染疾病的 COVID-19 疫情擾亂了該國的供應鏈和生產。過去20-30年，中國成為世界製造中心，對各大半導體製造業產生了重大影響。
  • 半導體產業是電子、汽車和自動化等關鍵領域重大創新背後的關鍵驅動力，而半導體技術正成為所有現代技術的基石。該領域的進步和創新正在對所有下游技術產生直接影響。
  • 晶圓代工廠正在增加對新的先進封裝技術的投資，特別是基於矽晶圓的技術。晶圓代工廠供應商正在進行研究，利用諸如利用 2D 材料代替矽作為通道來開發單片 3D 積體電路等技術來提高電晶體密度。例如，台積電的晶圓上基板技術已開發出世界上最大的矽中介層，其封裝內可容納兩個巨型處理器和八個 HBM 記憶體。
  • 穿戴式裝置的進步為市場供應商帶來了巨大的成長機會。西門子表示，工業穿戴設備有潛力成為一個巨大的市場，因為它們可以提高加工行業的品質和安全性。據 Zebra Technologies Corporation 稱，預計到 2022 年，全球 40-50% 的製造商將採用穿戴式裝置。對小型設備的需求也增加了對單一設備提供更多功能的需求。這表明IC晶片需要有更多的電晶體來支援更多的功能。
  • 中國等新興國家的有利政府政策為半導體產業創造了巨大機遇，預計將在預測期內擴大半導體矽晶圓市場。例如，中華人民共和國國務院發布的政策框架旨在使先進半導體封裝解決方案成為整個半導體產業的技術重點。

半導體矽晶圓市場趨勢

電器產品產業預計將佔據重要市場佔有率

  • 在當前的市場情況下，包括筆記型電腦、智慧型手機、電腦等在內的許多電子設備仍然使用由矽材料製造的IC和其他半導體裝置。矽仍然在消費性電器產品市場佔據主導地位，但在某些應用中新材料已經取代了舊的基板和封裝。
  • 根據消費者技術協會 (CTA) 的美國消費者技術銷售和預測研究，CTA 預計支援5G 的智慧型手機設備將達到210 萬台，銷售額將超過19 億美元，到2021 年將實現三位數成長。我預計這一結果會顯示出來。蘋果承諾在 2023 年為美國經濟貢獻 3,500 億美元，並在未來五年內創造 240 萬個就業機會，其中包括新投資以及與國內公司進行供應和製造的機會，也包括現有支出。該公司是消費電器產品產業的知名公司。因此，這項公告預計將帶動半導體矽晶圓的需求。
  • 最近，新加坡麻省理工學院研究與技術聯盟（SMART）（新加坡麻省理工學院的一家研究公司）開發了一種商業性可行的方法來製造整合矽III-V 晶片，該方法可以將強大的性能III-V 裝置插入到設計中。他們已經成功開發了。
  • 在目前的大多數設備中，矽基 CMOS 晶片主要用於計算，但它們對於通訊或照明效率不高，導致效率低並產生熱量。因此，目前市面上的5G行動裝置在使用過程中會很熱，用一段時間後就會關機。然而，以商業性可行的方式將 III-V 半導體元件與矽結合是半導體產業面臨的最複雜的挑戰之一。

北美預計將佔據很大佔有率

  • 由於無晶圓廠半導體公司是半導體代晶圓代工廠和晶圓廠商的主要客戶，預計到 2021 年，北美將對該市場的收益做出重大貢獻。無廠半導體公司專門設計晶片並在沒有製造工廠的情況下銷售它們。
  • 該地區的主要無廠半導體公司包括 AMD、博通、蘋果、高通、Marvell、NVIDIA 和 Xilinx。北美在先進半導體系統的設計和製造方面發揮了重要作用。在該地區，建立半導體晶圓製造的活動正在增加。台積電宣布，2021年至2029年將斥資120億美元興建12吋晶圓廠，採用先進的5奈米製程製造晶片。此外，即使喬·拜登背叛唐納德·川普之後，高科技供應鏈也可能會繼續發生變化，而唐納德·川普推動外國公司在美國投資和創造就業機會。
  • 該地區的電子產業正在穩步成長，並在設計和無晶圓廠領域的多家公司中佔有重要佔有率。根據美國人口普查局統計，2019年美國半導體及其他電子元件產業收益為1,000.8億美元，預計2023年將達到1,051.6億美元。智慧型手機是半導體消費的最大貢獻者之一。在電器產品領域。近年來，該地區的智慧型手機銷量持續成長。
  • 此外，美國是世界主要汽車公司的所在地，這些公司正在投資電動車和自動駕駛汽車的潛力，這需要高性能積體電路。這是拉動半導體矽晶圓市場需求的關鍵因素之一。

半導體矽晶圓行業概況

半導體矽晶圓市場競爭激烈。從市場佔有率來看，市場相當集中，目前市場上只有少數幾家企業佔據主導地位。然而，參與者即將推出的技術和所進行的創新是半導體矽晶圓市場大幅成長的原因。市場上也出現了一些公司為了擴大其地理影響力而進行的合併和聯盟。

  • 2022 年 3 月 - SK Siltron 宣布決定在未來三年投資 1.5 兆韓元，擴建位於龜尾國立工業園區 3 的 300 毫米晶圓工廠。該公司計劃於2022年開始擴建工作，並於2024年開始量產。
  • 2022 年 1 月 - 全球領先的矽晶圓供應商之一 GlobalWafers Co. 每月從其當地工廠新增約 20,000 片先進 12 吋晶圓。 World Wafers預計，為滿足強勁需求，其位於韓國、日本、台灣和義大利的工廠擴建後產能將增加10-15%。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第 2 章執行摘要

第3章調查方法

第4章市場動態

  • 市場概況
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代產品的威脅
    • 競爭公司之間的敵意強度
  • 市場促進因素
    • 非傳統終端用戶產業需求不斷成長，穿戴式裝置銷量穩定成長
  • 市場挑戰
    • 由於高成本和最終用戶需求的動態性，生產商面臨營運挑戰
  • 矽晶圓成本的關鍵考量因素
  • COVID-19對半導體矽晶片產業的影響

第5章市場區隔

  • 依直徑
    • 小於150mm
    • 200mm
    • 300mm以上（450mm等）
  • 依產品
    • 邏輯
    • 記憶
    • 模擬
    • 其他產品
  • 按用途
    • 家用電器
      • 行動智慧型手機
      • 桌上型電腦、筆記型電腦、伺服器 PC
    • 產業
    • 通訊
    • 車
    • 其他用途
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區

第6章 競爭形勢

  • 公司簡介
    • Shin-Etsu Handotai
    • Siltronic AG
    • SUMCO Corporation
    • SK Siltron Co. Ltd
    • Globalwafers Co.Ltd
    • SOITEC SA
    • Okmetic Inc.
    • Wafer Works Corporation
    • Episil-Precision Inc.

第7章 中國主要供應商及相關人員分析

  • Zing Semiconductor Corporation (Shanghai)
  • MCL Electronic Material Limited
  • GrinM Semiconductor Materials Limited
  • Shanghai Simgui Technology Co. Limited
  • Ferrotec (Hangzhou & Shenhe FTS)
  • Zhonghuan Semiconductor Corporation

第8章投資分析

第9章市場的未來

簡介目錄
Product Code: 59310

The Semiconductor Silicon Wafer Market size is estimated at USD 13.93 billion in 2024, and is expected to reach USD 16.81 billion by 2029, growing at a CAGR of 3.82% during the forecast period (2024-2029).

Semiconductor Silicon Wafer - Market

Key Highlights

  • Semiconductor silicon wafer remains the core component of many microelectronic devices and forms the cornerstone of the electronics industry. With digitization and electronic mobility being the current trends in the technology landscape, these products are finding applications in many devices. Also, the demand for small-sized gadgets has increased the need for more functionalities from a single device. This means that an IC chip should now house more transistors to support more features.
  • According to the Semiconductor Equipment and Materials International (SEMI), silicon wafer market sales could witness a dip amidst the looming uncertainty surrounding the impact of COVID-19. However, the demand climbed on the strength of rebounding chip sales. SEMI also estimates that silicon wafer shipments globally will reach a record high in 2022. The initial outbreak of COVID-19 in China disrupted the country's supply chain and production. Major semiconductor manufacturing industries have been significantly affected due to China becoming a world production center over the past two to three decades.
  • The semiconductor industry has been a significant driver behind critical innovations in significant sectors like electronics, automobiles, and automation, with semiconductor technology emerging as the building block of all modern technologies. The advancements and innovations in this field are immediately impacting all downstream technologies.
  • Foundries are increasingly investing in new advanced packaging techniques, especially silicon wafer-based. Foundry vendors are researching improving transistor density with techniques like utilizing two-dimensional materials instead of silicon as the channel to develop Monolithic 3D Integrated Circuits. For instance, TSMC's chip on wafer on Substrate technology developed the world's largest silicon interposer that featuring room for two massive processors combined with 8 HBM memory devices in a package.
  • Advancements in wearable devices will create massive growth opportunities for market vendors. According to Siemens, industrial wearables could be a massive market as these devices enhance quality and safety in the processing industry. According to Zebra Technologies Corporation, 40-50% of manufacturers globally are expected to adopt wearables by 2022. Also, the demand for small-sized gadgets has raised the need for more functionalities from a single device. This indicates that an IC chip should now house more transistors to support more functionalities.
  • Favorable government policies across emerging economies like China created enormous opportunities for the semiconductor industry, which is expected to expand the semiconductor silicon wafer market during the forecast period. For instance, the policy framework published by the State Council of the People's Republic of China aims to make advanced semiconductor packaging solutions a technology priority across the semiconductor industry.

Semiconductor Silicon Wafer Market Trends

The Consumer Electronics Segment is Expected to Occupy a Significant Market Share

  • In the current market scenario, many electronic devices, including laptops, smartphones, computers, etc., still use ICs and other semiconductor devices manufactured from silicon substances. Although silicon is still dominating primary applications in the consumer electronics market, new materials have replaced the previous substrates and packaging for a few uses.
  • According to the Consumer Technology Association's (CTA) 'US Consumer Technology Sales and Forecast' study, CTA expects that 5G-enabled smartphone devices will reach 2.1 million units and cross USD 1.9 billion in revenue with triple-digit increases through 2021. Apple announced a contribution of USD 350 billion to the US economy by 2023 and promised 2.4 million jobs over the next five years, which comprises new investments and its existing spending with domestic companies for supply and manufacturing. The company is a prominent player in the consumer electronics industry. Hence, the announcement is expected to propel the demand for semiconductor silicon wafers.
  • Recently, the Singapore-MIT Alliance for Research and Technology (SMART), MIT's research enterprise in Singapore, announced the successful development of a commercially viable way to manufacture integrated silicon III-V chips with powerful performance III-V devices inserted into their design.
  • In most devices nowadays, silicon-based CMOS chips are primarily used for computing, but they are not efficient for communications and illumination, resulting in low efficiency and heat generation. Thus, current 5G mobile devices on the market get very hot upon use and shut down after a short time. However, combining III-V semiconductor devices with silicon in a commercially viable way is one of the most complex challenges the semiconductor industry faces.

North America is Expected to Hold a Significant Share

  • North America is expected to be a significant revenue contributor to the market by 2021, as fabless semiconductor companies are the prominent customers for semiconductor foundries and wafer players. Fabless companies make chip designs exclusively and market them without a fabrication plant.
  • The major fabless companies in the region are AMD, Broadcom, Apple, Qualcomm, Marvell, NVIDIA, and Xilinx. North America has presented a crucial role in advanced semiconductor system design and manufacturing. The region has been witnessing increased activity in establishing semiconductor wafer foundries. TSMC announced that it would spend a total of USD 12 billion from 2021 to 2029 to build a 12-inch wafer plant to manufacture chips using the advanced 5 nm process. Moreover, tech supply chains will continue to shift even after Donald Trump, who pressed foreign companies to invest and create jobs in America, was defected by Joe Biden.
  • The electronics industry in the region has been growing steadily and holds a prominent share in several enterprises operating in the design and fabless space. According to the US Census Bureau, the industry revenue of semiconductors and other electronic components in the United States during 2019 stood at USD 100.08 billion, and it is expected to reach USD 105.16 billion by 2023. Smartphones are among the most significant contributors to semiconductor consumption in the consumer electronics sector. In recent years, the region has witnessed consistent growth in smartphone sales.
  • Moreover, the United States is home to some of the world's major automotive players, which are investing in electric vehicles and the self-driving potential of cars, which demand high-performance ICs. This is one of the major factors driving the demand for the semiconductor silicon wafers market.

Semiconductor Silicon Wafer Industry Overview

The Semiconductor Silicon Wafer Market is quite competitive. In terms of market share, only a few players dominate the current market, due to which the market is quite consolidated. However, players' upcoming technologies and the innovations carried out are the reason behind the significant boost in the semiconductor silicon wafers market. The market is even witnessing multiple mergers and partnerships so that the companies expand their geographical presence.

  • March 2022 - SK Siltron Co. announced that it has decided to invest won 1.05 trillion over the next three years to expand its facilities for 300 mm wafers, which are located in Gumi National Industrial Complex 3. The company will begin the expansion work in 2022 to start mass production in 2024.
  • January 2022 - GlobalWafers Co., one of the global leading silicon wafer suppliers, added around 20,000 advanced 12-inch wafers each month from local fabs. GlobalWafers estimates capacity to rise 10-15% at plants in South Korea, Japan, Taiwan, and Italy as a result of the expansions to satisfy strong demand.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Market Drivers
    • 4.4.1 Growing Demand from Non-Traditional End-User Verticals and Steady Rise in Wearable Sales
  • 4.5 Market Challenges
    • 4.5.1 Operational Challenges Faced by the Producers Owing to High Cost and Dynamic Nature of End-User Demand
  • 4.6 Key Cost Considerations for Silicon Wafer
  • 4.7 Impact of COVID-19 on the Semiconductor Silicon Wafer Industry

5 MARKET SEGMENTATION

  • 5.1 By Diameter
    • 5.1.1 Less than 150 mm
      • 5.1.1.1 By Product (Logic, Memory, Analog, and Other Products)
      • 5.1.1.2 Vendor Ranking Analysis
    • 5.1.2 200 mm
    • 5.1.3 300 mm and above (450mm, etc.)
  • 5.2 By Product
    • 5.2.1 Logic
    • 5.2.2 Memory
    • 5.2.3 Analog
    • 5.2.4 Other Products
  • 5.3 By Application
    • 5.3.1 Consumer Electronics
      • 5.3.1.1 Mobile/Smartphones
      • 5.3.1.2 Desktop, Notebook, and Server PCs
    • 5.3.2 Industrial
    • 5.3.3 Telecommunication
    • 5.3.4 Automotive
    • 5.3.5 Other Applications
  • 5.4 By Geography
    • 5.4.1 North America
    • 5.4.2 Europe
    • 5.4.3 Asia Pacific

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Shin-Etsu Handotai
    • 6.1.2 Siltronic AG
    • 6.1.3 SUMCO Corporation
    • 6.1.4 SK Siltron Co. Ltd
    • 6.1.5 Globalwafers Co.Ltd
    • 6.1.6 SOITEC SA
    • 6.1.7 Okmetic Inc.
    • 6.1.8 Wafer Works Corporation
    • 6.1.9 Episil-Precision Inc.

7 ANALYSIS OF KEY CHINESE VENDORS AND STAKEHOLDERS

  • 7.1 Zing Semiconductor Corporation (Shanghai)
  • 7.2 MCL Electronic Material Limited
  • 7.3 GrinM Semiconductor Materials Limited
  • 7.4 Shanghai Simgui Technology Co. Limited
  • 7.5 Ferrotec (Hangzhou & Shenhe FTS)
  • 7.6 Zhonghuan Semiconductor Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET