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市場調查報告書
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1644547

積體電路：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Integrated Circuits - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內積體電路市場複合年成長率為 9.2%。

積體電路-市場-IMG1

積體電路市場是資訊科技產業的核心，是支撐經濟社會發展的基礎性、策略性、主導產業。在市場需求拉動下，積體電路產業近年來快速成長，綜合能力不斷提升。積體電路設計與製造業與全球發展同步。

主要亮點

  • 全球積體電路產業正處於轉型調整的關鍵期。全球市場秩序正進入加速調整期，投資體量大幅增加，市場佔有率向主要企業集中。
  • 物聯網（IoT）、雲端運算和巨量資料等新興趨勢正在迅速發展，預計將推動積體電路技術向新的方向發展。
  • 地方政府正在加強支持力度，發展自己的積體電路產業生態系統。例如，中國正在積極建立新的製造產能，並推出了中國積體電路投資基金。根據國際半導體產業協會（SEMI China）的數據，這些投資正在獲得回報，中國晶圓廠產能市場佔有率將從 2010 年的 9% 飆升至 2020 年的 17%。
  • 在家工作、上門送貨和電子商務的轉變推動了科技產品需求的激增。積體電路市場參與者尚未預料到近年來會出現如此巨大的需求。興建這些新工廠將耗資數十億美元，並需要數年時間才能運作。由於製造能力有限，意外的激增導致全球積體電路短缺。預計2023年市場將恢復正常。
  • 新冠疫情已影響到積體電路產業的多個領域。由於航運暫停、邊境關閉和整體的不確定性，全球供應鏈中斷，導致積體電路生產面臨挑戰。新冠肺炎疫情暴露了供應鏈中的許多脆弱性。

積體電路市場趨勢

增加晶圓廠產能以滿足不斷成長的需求

  • 根據產業組織SEMI在2021年5月發布的晶圓廠調查顯示，預計2024年全球晶片製造商每月晶圓產量將達到創紀錄的660萬片。該預測反映了對 200 毫米晶圓廠設備的大量投資，預計到 2021 年該投資將接近 40 億美元，較 2012 年至 2019 年的 20 多億美元幾乎成長一倍。
  • 例如，2021年8月，晶圓代工廠芯恩（青島）積體電路有限公司在青島開始生產8吋矽晶圓，並測試新的12吋生產線。此外，2021年9月，中芯國際宣布將投資88.7億美元在上海興建晶片製造廠。該公司的發展規劃主要集中在28奈米及以上製程節點的積體電路代工和技術服務。
  • 同樣，英特爾也制定了雄心勃勃的資本支出計畫。 2021年3月，英特爾宣布計畫投資200億美元在美國亞利桑那州興建兩座新工廠。
  • 各類新參與企業也正致力於提升其製造能力。例如，2021年10月，Pragmatic Semiconductor獲得了8,000萬美元的C輪投資。該資金籌措將用於支持在英格蘭東北部建造第二個 FlexLogIC 工廠，以滿足對超低成本軟性積體電路 (FlexIC) 日益成長的需求。

預計亞太地區將以最高複合年成長率成長

  • 亞太地區積體電路市場的成長與全部區域的終端用戶成長相關，亞太地區是智慧型手機的主要市場之一，在可再生能源、汽車（尤其是電動車）和其他各個領域的投資不斷增加。
  • 隨著各種電子設備不斷向中國轉移，中國、韓國和日本的半導體元件消費成長速度快於其他國家。此外，作為中國積體電路產業最大的產業，積體電路設計已從專注於低利潤的消費應用發展到涵蓋汽車、物聯網（IoT）、加密挖掘和人工智慧（AI）等不斷成長的市場的先進運算和通訊半導體。
  • 受惠於中國經濟的穩健成長，以及雲端運算、5G、物聯網、人工智慧、智慧汽車、聯網汽車等新應用，中國積體電路市場的需求預計將持續增加。
  • 中國工業與資訊化部電子資訊司司長喬嶽山介紹，「十三五」期間，中國積體電路產業成長速度是世界的4倍。
  • 此外，印度等該地區的其他國家也採取重大舉措吸引投資，並願意提供獎勵在印度建立晶圓廠以吸引投資。該國政府已發布了在該國建立/擴建現有半導體晶圓/設備製造設施的意向書（EoI）。

積體電路產業概況

積體電路市場競爭激烈，參與者眾多。市場參與者正在採取產品創新、併購等各種策略。此外，隨著積體電路製造流程的進步增強了應用功能，新的市場參與者正在增加其在市場上的佔有率並擴大企業發展。

  • 2022 年 3 月 - Micross Components, Inc. 是一家為航太、國防、醫療和工業應用提供關鍵任務微電子元件和服務的全球供應商，該公司宣布與防輻射設計半導體供應商 Apogee Semiconductor 合作。 Micros 和 Apogee Semiconductor 目前提供多種外形尺寸的產品，包括介面、邏輯和轉換 IC。
  • 2021 年 8 月—ADI 公司 (ADI) 今天宣布已完成先前宣布的對 Maxim 整合式, Inc. 的收購。此次合併可望進一步鞏固 ADI 作為高性能模擬半導體公司的地位。

其他福利

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

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 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
    • 競爭對手之間的競爭
    • 替代品的威脅
  • COVID-19 對市場的影響

第5章 市場動態

  • 市場促進因素
    • 智慧型手機、平板電腦和家用電器日益普及
    • 工廠增加資本投資以提高生產能力
  • 市場限制
    • 晶片尺寸縮小導致製造製程複雜

第6章 市場細分

  • 按類型
    • 數位IC
    • 類比IC
    • 混合訊號 IC
  • 依產品類型
    • 通用 IC
    • 專用積體電路
  • 按最終用戶產業
    • 消費性電子產品
    • 車
    • 資訊科技/通訊
    • 製造與自動化
    • 其他終端用戶產業（醫療保健、航太和國防等）
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東和非洲

第7章 競爭格局

  • 公司簡介
    • Intel Corporation
    • Texas Instruments Inc
    • Analog Devices Inc
    • Infineon Technologies AG
    • STMicroelectronics NV
    • NXP Semiconductors NV
    • On Semiconductor Corporation
    • Microchip Technology Inc
    • Renesas Electronics Corporation
    • MediaTek Inc.

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 90636

The Integrated Circuits Market is expected to register a CAGR of 9.2% during the forecast period.

Integrated Circuits - Market - IMG1

The Integrated Circuits Market is the core of the Information Technology (IT) industry; it is a basic, strategic, and leading industry supporting economic and social development. With market demand, the integrated circuit industry has been experiencing rapid growth and improved general competency in recent years. The integrated circuit design and manufacturing industry have been keeping pace with global development.

Key Highlights

  • The Global Integrated Circuits industry is undergoing an important phase of transformation and adjustment. The global market order has been going through an accelerated adjustment period, investment volumes are substantially increasing, and market share is becoming concentrated among dominant companies.
  • New trends such as the Internet of Things (IoT), cloud computing, and big data are progressing rapidly, which is expected to lead integrated circuit technology in new directions.
  • Regional governments are extending their support to develop their national IC industry ecosystem. For instance, China has been aggressively building new fab capacities, accelerated by the introduction of the China Integrated Circuit Investment Fund. According to SEMI China, these investments are paying off, as China's wafer fab capacity market share surged from 9% in 2010 to 17% in 2020.
  • The surge in demand for high-tech products was further accelerated by working from home, lockdown, and a shift to e-commerce. IC market players didn't expect this tremendous demand in the last few years. Building new fabs cost billions of dollars and took years to operational; the unexpected surge caused a global shortage of ICs due to limited manufacturing capacity. The market is expected to normalize not until 2023.
  • The COVID-19 pandemic has impacted multiple sectors of the Integrated Circuits industry. The global supply chain was disrupted owing to transport stoppages, border closures, and general uncertainty leading to challenges in IC production. COVID-19 exposed many vulnerabilities in the supply chain.

Integrated Circuits Market Trends

Increasing Fab Capacities to meet Surging Demands

  • According to a fab survey released in May 2021 by the industry group SEMI, Global chip manufacturers are forecasted to produce a record 6.6 million wafers every month by 2024. That forecast reflected substantial investments in 200-mm fab equipment, which is expected to approach USD 4 billion in 2021, nearly doubling since hovering above USD 2 billion between 2012 and 2019.
  • For instance, in August 2021, SiEn (Qingdao) Integrated Circuits Co, a foundry, started production of 8-inch silicon wafers in Qingdao and tested a new 12-inch production line. Moreover, in September 2021, Semiconductor Manufacturing International Corp (SMIC) announced an investment of USD 8.87 billion in building a chip manufacturing plant in Shanghai. The company's plan has been focused on integrated circuit foundry and technology services on process nodes for 28 nanometers and above.
  • Similarly, Intel also laid out ambitious CapEx plans. In March 2021, Intel announced plans to invest USD 20 billion in two new fabs in Arizona, United States.
  • Various new market players are also focussing on adding manufacturing capacities. For instance, in October 2021, PragmatIC Semiconductor secured USD 80 million of Series C investment. This funding was aimed to build a second FlexLogIC fab in the North East of England, which intends to meet the growing demand for ultra-low-cost flexible integrated circuits (FlexICs).

Asia Pacific is Expected to Grow with the Highest CAGR

  • The growth of the Integrated Circuits Market in the Asia Pacific correlates with the end-user growth across the region, being one of the main markets for smartphones, and is witnessing rising investments in renewable, automotive (particularly EVs), among various others.
  • The consumption of semiconductor components is rapidly increasing in China, South Korea, and Japan as compared with other countries due to the continuing transfer of diverse electronic equipment to China. Moreover, IC design, the largest sector of China's Integrated Circuits industry, has progressed from low-margin consumer applications focus to encompass advanced computing and communication semiconductors across growth markets in automotive, the Internet of Things (IoT), and crypto mining, and artificial intelligence (AI).
  • The demand for China's integrated circuit market is anticipated to continue increasing with the steady growth of China's economy and driven by new applications such as cloud computing, 5G, Internet of Things, artificial intelligence (AI), and intelligent and connected vehicles.
  • According to Qiao Yueshan, head of the electronic information department at China's Ministry of Industry and Information Technology, China's Integrated Circuit Industry growth rate was four times the global growth rate during the country's 13th Five-Year Plan period.
  • Also, other countries such as India in the region are taking significant steps to attract investments in the country and intend to incentivize and attract investments for setting up fabs in India; the government has issued an Expression of Interest (EoI) for setting up/expansion of existing semiconductor wafer/ device fabrication facilities in the country.

Integrated Circuits Industry Overview

The integrated Circuits Market is highly competitive and consists of several players. The market players adopt various strategies such as product innovation, mergers, and acquisitions, among others. In addition, with the advancement in the IC manufacturing process, which provides enhanced applications, new market players are increasing their market presence and expanding their business footprint across the emerging economies.

  • March 2022 - Micross Components, Inc., a global provider of mission-critical microelectronic components and services for aerospace, defense, medical, and industrial applications, announced its partnership with Apogee Semiconductor, a company providing Radiation-Hardened-by-Design semiconductors. Together, Micross and Apogee Semiconductor now offer products that include interface, logic, and translation ICs, in various form factors.
  • August 2021 - Analog Devices, Inc. (ADI) announced the completion of its previously announced acquisition of Maxim Integrated Products, Inc. The combination is expected to strengthen other ADI's position as a high-performance analog semiconductor company.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 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 Intensity of Competitive Rivalry
    • 4.3.5 Threat of Substitutes
  • 4.4 COVID-19 Impact on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Penetration of Smartphones, Tablets and Consumer Electronics
    • 5.1.2 Rising Capital Spending by Fabs to Increase Production Capacities
  • 5.2 Market Restraints
    • 5.2.1 Complex Fabrication Process owing to the Decreasing Chip Size

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Digital IC
    • 6.1.2 Analog IC
    • 6.1.3 Mixed-Signal IC
  • 6.2 By Product Type
    • 6.2.1 General-Purpose IC
    • 6.2.2 Application-Specific IC
  • 6.3 By End-User Industry
    • 6.3.1 Consumer Electronics
    • 6.3.2 Automotive
    • 6.3.3 IT & Telecommunications
    • 6.3.4 Manufacturing and Automation
    • 6.3.5 Other End-user Industries (Healthcare, Aerospace & Defense, etc.)
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia-Pacific
    • 6.4.4 Latin America
    • 6.4.5 Middle-East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Intel Corporation
    • 7.1.2 Texas Instruments Inc
    • 7.1.3 Analog Devices Inc
    • 7.1.4 Infineon Technologies AG
    • 7.1.5 STMicroelectronics N.V.
    • 7.1.6 NXP Semiconductors N.V.
    • 7.1.7 On Semiconductor Corporation
    • 7.1.8 Microchip Technology Inc
    • 7.1.9 Renesas Electronics Corporation
    • 7.1.10 MediaTek Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET