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半導體生產設備半導體製造設備

市場調查報告書

商品編碼

1687279

半導體鑄造-市場佔有率分析、行業趨勢和成長預測（2025-2030 年）

Semiconductor Foundry - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年03月18日 | 出版商:

Mordor Intelligence | 英文 218 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內半導體代工市場複合年成長率將達 7.67%

關鍵亮點

預計跨境政府（尤其是韓國和美國）之間的密切夥伴關係將推動代工市場的成長。此外，各國政府鼓勵企業在不洩露商業機密的情況下披露半導體生產資訊，以便發現瓶頸並防止供應鏈中斷。美國政府已要求三星、台積電等企業自願填寫此類資訊的詳細資料。
如果正確應用，進階分析可以顯著改善營運和獲利能力，同時推動成長。然而，包括幾家半導體公司在內的許多公司在採用此類策略方面進展緩慢。
由於高速連接的日益普及、雲端運算的日益普及以及資料處理和分析的使用日益增多，物聯網 (IoT) 的普及正在穩步成長。例如，根據愛立信的數據，預計2022年全球蜂巢式物聯網連接數量將達到19億，到2027年將成長到55億，在此期間的複合年成長率為19%。
創新放緩可能導致採用該技術的新用戶減少，從而減少晶片製造商對新開發項目的資金投入。這可能會形成一個自我強化的循環，逐漸降低通用晶片的經濟吸引力並減緩技術進步。
儘管受到新冠疫情的影響，全球半導體市場在 2020 年下半年仍保持強勁成長，並持續到 2021 年。該行業一直在努力應對高虧損和不斷成長的需求，導致供應鏈出現巨大缺口，這主要是由於新冠疫情造成的。病毒最初傳播導致代工廠關閉或降低運轉率，因為擔心汽車等關鍵領域對晶片的需求下降。與半導體代工廠最初的預測相反，由於需求增加，產量下降導致全球半導體短缺。

半導體鑄造市場趨勢

家用電子電器和通訊是最大的終端用戶產業

消費性電子是半導體晶圓代工廠市場的主要應用領域之一。筆記型電腦、耳機、穿戴式裝置和智慧型手機等家用電子電器的日益普及正在推動這一領域的成長。
半導體是家用電子電器的重要組成部分，能夠實現通訊、計算和廣泛應用等關鍵功能的進步。此外，家用電子電器技術和規模的快速發展也推動了對先進半導體技術的需求。
根據美國科技協會（CTA）預測，2021年消費科技產業收益將成長2.8% ，與前一年同期比較%。對智慧型手機、健康設備、汽車技術和串流媒體服務的強勁需求可能會推動大部分預測收益。
2023 年 1 月，蘋果宣布計劃開發採用 3 奈米製程製造的 Apple M3 處理器的新款 MacBook Air 和 iMac。按照這些計劃，台積電將於 2022 年 12 月開始為下一代 Mac、iPhone 和其他 Apple 設備批量生產 3 奈米晶片製程。
此外，穿戴式裝置的成長也推動了新型、更小晶片的採用，從而推動了大量生產這些晶片的半導體代工廠的成長。根據思科系統公司預測，到2022年，北美連網穿戴裝置的數量將達到4.39億台，高於2021年的3.788億台。全球整體連網穿戴裝置數量已超過10億台。

北美佔據主要市場佔有率

由於半導體技術在連網型設備和汽車領域的應用日益廣泛，北美半導體製造市場正經歷顯著成長。預計北美代工市場將由美國主導，因為該領域面臨來自國內和國際競爭對手的激烈競爭。
多年來，美國的地位面臨無數挑戰，但憑藉其韌性和快速行動的能力，它始終屹立不搖。據美國半導體產業協會稱，自90年代以來，美國半導體產業一直在晶片銷售方面佔據全球領先地位，佔全球市場佔有率的近50%。此外，美國半導體公司在研發、設計和製造製程技術方面持續保持領先或極具競爭力。
根據半導體產業協會（SIA）的數據，全球銷售的晶片中約有47%是在美國製造的。這種差異對美國經濟和國家安全構成了嚴重威脅，因此商界相關人員和政界人士最近開始呼籲在美國建造半導體工廠。因此，英特爾、三星和台積電都熱衷於透過對新晶圓廠的資本投資來擴大其在美國的業務，這將為美國未來的半導體製造業提供巨大的推動力。
例如，英特爾最初表示，計劃投資超過200億美元，於2022年1月在俄亥俄州開設兩家新的尖端晶片工廠。作為英特爾IDM 2.0計畫的一部分，這項投資將有助於提高產量，滿足對先進半導體日益成長的需求，並為公司新一代尖端產品提供動力。
此外，台積電於2022年11月宣布，將於2024年開始在其亞利桑那州工廠生產3奈米晶片，該工廠目前為蘋果供應。台積電在亞利桑那州的工廠是拜登政府推動該國晶片製造業計畫的一部分。
此外，加拿大擁有獨特的優勢——其經濟、金融和政治體系、訓練有素的勞動力以及作為一個開放商業國家的良好國際聲譽——可以採取必要措施成為未來半導體代工領域的卓越地區。魁北克的 IBM 微電子公司仍在封裝先進的電腦晶片，並致力於 5G 所需的新型光學元件技術。

半導體代工產業概況

隨著市場整合，業內代工廠正在激烈競爭，爭取與無晶圓廠供應商的業務，以進一步擴大其影響力和市場佔有率。此外，這些參與企業正在加大對產能擴張的投資。

現有的前五名供應商——台積電、三星電子、聯電、格芯和中芯國際——擁有相當高的市場滲透率，並且每年都在爭奪更大的市場佔有率。在過去幾年中，5G 和物聯網已成為推動單位生產的一些關鍵驅動力，預計這將成為未來幾年代工廠的戰略重點。創新水平、上市時間和業績是市場參與企業脫穎而出的關鍵標準。由於整合不斷加強、技術進步和地緣政治情勢的變化，所研究的市場正在經歷波動。

2022年12月，台灣半導體製造有限公司（台積電）宣布，將把在美國亞利桑那州的投資計畫從先前的120億美元增加到400億美元，金額增加兩倍多。亞利桑那州工廠將生產iPhone處理器使用的3nm和4nm晶片。

2022年12月，三星電子宣布計畫在2023年提高韓國最大半導體晶圓廠的晶片產能。

2022 年 10 月，美國參議員 Patrick Leahy 和 GlobalFoundries 宣布，他們已獲得 3000 萬美元的聯邦資金，用於推進 GlobalFoundries 位於佛蒙特州埃塞克斯交界處的晶圓廠開發和生產下一代矽基氮化鎵 (GaN) 半導體。這筆 3000 萬美元的聯邦資金將使 GF 能夠購買工具並擴大 200 毫米 GaN 晶圓製造在高功率應用晶片生產中的開發和實施，包括電動車、工業馬達和能源應用。

其他福利

Excel 格式的市場預測 (ME) 表
3個月的分析師支持

公司簡介
- TSMC Limited
- Globalfoundries Inc.
- United Microelectronics Corporation（UMC）
- Semiconductor Manufacturing International Corporation（SMIC）
- Samsung Electronics Co. Ltd（Samsung Foundry）
- Dongbu Hitek Co. Ltd
- Intel Corporation
- Hua Hong Semiconductor Limited
- Powerchip Technology Corporation
- STMicroelectronics NV
- Tower Semiconductor Ltd.
- Vanguard International Semiconductor Corporation
- X-FAB Silicon Foundries
- NXP Semiconductors NV
- Renesas Electronics Corporation
- Microchip Technologies Inc.
- Texas Instruments Inc.

第 8 章研究期間影響 IDMS 半導體（OSD 和 IC）收入和成長的關鍵趨勢和動態

第9章研究期間IDMS的演員收入

第 10 章。研究期間前 5 大半導體收入供應商市場佔有率和按類別（OSD 和 IC）分類的百分比佔有率

第 11 章供應商市場佔有率分析—純遊戲公司

第12章投資分析

第13章投資分析市場未來前景

簡介目錄

Product Code: 59307

The Semiconductor Foundry Market is expected to register a CAGR of 7.67% during the forecast period.

Key Highlights

Close partnerships between governments across borders, especially in South Korea and the United States, are anticipated to help the growth of the foundry market. Further, governments are encouraging companies to disclose semiconductor production information without revealing trade secrets to identify bottlenecks and prevent supply chain disruptions. The United States government asked firms like Samsung and Taiwan Semiconductor Manufacturing to voluntarily fill out a form detailing such information.
Advanced analytics, when applied correctly, can drastically enhance operations and margins while simultaneously spurring growth. Despite this, many companies, including several semiconductor companies, have been slow to adopt these strategies.
Owing to the increasing availability of high-speed connectivity, rising cloud adoption, and increasing use of data processing and analytics, the adoption of the Internet of Things (IoT) is growing steadily. For instance, as per Ericsson, there were 1.9 billion cellular IoT connections in the world in 2022, which is expected to grow to 5.5 billion in 2027, registering a CAGR of 19% over the period.
Slowing innovation may lead to fewer new users adopting the technology, reducing the money chipmakers have for funding new developments. This may create a self-reinforcing cycle that steadily makes the economics of universal chips less attractive, slowing down technical progress.
Despite the effects of the COVID-19 pandemic, the global semiconductor market observed robust growth in the latter half of 2020, which continued in 2021 as well. The industry was riddled with a high deficit and increasing demand, leading to a significant supply chain gap primarily attributed to the COVID-19 pandemic. The initial spread of the virus led to the shutting down or the reduction of foundry capacity utilization, fearing the decreasing demand for the chips across major sectors, like automotive. The diminished output led to a global shortage of semiconductors as the demand increased despite the initial estimates by semiconductor foundries.

Semiconductor Foundry Market Trends

Consumer Electronics and Communication to be the Largest End-user Industry

Consumer electronics is one of the prominent application segments for the semiconductor foundry market. The growing adoption of consumer electronics devices, such as laptops, earphones, wearables, and smartphones, has propelled the segment's growth.
Semiconductors are essential components of consumer electronics, enabling key features, such as advances in different applications like communication, computing, and others. In addition, the rapid development in the technology and size of consumer electronics has also been leading to the demand for advanced semiconductor technology.
According to the Consumer Technology Association (CTA), in the United States, consumer technology industry revenue is projected to grow by 2.8% from 2021's impressive 9.6% growth over the year before. Strong demand for smartphones, health devices, automotive technologies, and streaming services would help the market to propel much of the projected revenue.
In January 2023, Apple announced its plan to develop its new MacBook Air and iMac with the Apple M3 processor, built on a 3-nanometer process. In line with these plans, in December 2022, TSMC began mass production of its 3-nanometer chip process for the next generations of Mac, iPhone, and other Apple devices.
Furthermore, the growth in wearables has also been leading to the adoption of new miniaturized chips, which propels the growth of semiconductor foundries that manufacture such chips in bulk. According to Cisco Systems, the number of connected wearable devices in North America reached 439 million in 2022 from 378.8 million in 2021. Globally, the number of connected wearable devices crossed 1 billion.

North America to Hold Significant Market Share

The market for semiconductor manufacturing in North America is expanding significantly due to the growing use of semiconductor technology in connected devices and the automotive sector. The North American foundry market is predicted to be dominated by the United States because of the sector's intense competition from international and local competitors.
Although America's position has faced numerous challenges throughout the years, it has always survived, owing to its resilience and capacity to move more quickly. Since the 1990s, the U.S. semiconductor sector has led the world in chip sales, holding close to 50% of the annual global market share, according to SIA. Additionally, American semiconductor companies continue to lead or be very competitive in research and development, design, and manufacturing process technology.
Approximately 47% of the chips sold worldwide are created in the United States, according to the Semiconductor Industry Association (SIA). This discrepancy creates severe threats to the economy and national security of the United States, which is why both business insiders and politicians have recently started to demand the construction of semiconductor fabs in the country. Due to this, with capital investments for new fabs, Intel, Samsung, and TSMC have all expressed a willingness to grow their businesses in the United States, which will significantly support the country's future semiconductor manufacturing sector.
For instance, Intel initially declared intentions to invest more than USD 20 billion in creating two new cutting-edge chip facilities in Ohio in January 2022. As part of Intel's IDM 2.0 plan, the investment will assist increase production in meeting the soaring demand for advanced semiconductors, powering a new generation of cutting-edge products from the business.
In addition, TSMC declared in November 2022 that it will start producing 3-nanometer chips at its Arizona factory, where it now supplies Apple, in 2024. The Arizona factory of TSMC is a component of the Biden administration's plan to promote chip manufacturing in the country.
Moreover, Canada is in a unique position, with economic, financial, and political systems, a highly-trained workforce, and a significant reputation internationally as a country that is open for business and is poised to take essential steps to emerge as a prominent region in the future semiconductor foundry landscape. IBM Microelectronics in Quebec still packages advanced computer chips and is now taking on new optical component technologies required for 5G.

Semiconductor Foundry Industry Overview

Owing to the consolidated nature of the market, foundries in the industry are competing intensely to gain access to fabless vendor deals to expand their presence and market share further. In addition, these players are increasingly investing in increasing their production capabilities.

The levels of market penetration for the existing top 5 vendors, TSMC, Samsung Electronics, UMC, GlobalFoundries, and SMIC, are significantly high, and these vendors are competing to gain a higher market share each year. In recent times, 5G and IoT have emerged as some of the significant drivers for units to be produced, and this is expected to be a strategic focus for foundries over the coming years. The level of innovation, time-to-market, and performance are the key terms by which the players differentiate themselves in the market. With growing consolidation, technological advancement, and geopolitical scenarios, the market studied is witnessing fluctuations.

In December 2022, Taiwan Semiconductor Manufacturing Co (TSMC) announced that it would more than triple its planned investment in Arizona, United States, to USD 40 billion from a previously announced USD 12 billion. The Arizona plants would produce 3-nm and 4-nm chips used for iPhone processors.

In December 2022, Samsung Electronics Ltd. announced plans to step up chip production capacity at its largest semiconductor fabrication plant in South Korea in 2023.

In October 2022, US Senator Patrick Leahy and GlobalFoundries announced the award of USD 30 million in federal funding to advance the development and production of next-generation gallium nitride (GaN) on silicon semiconductors at GF's Fab facility in Essex Junction, Vermont. The USD 30 million federal funding will enable GF to purchase tools and extend the development and implementation of 200 mm GaN wafer manufacturing in making chips for high-power applications, including electric vehicles, industrial motors, and energy applications.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

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 Attractiveness - Porter Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitutes
- 4.2.5 Intensity of Competitive Rivalry
4.3 Foundry Capacity Utilization Trends
4.4 Industry Value Chain Analysis
4.5 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Optimization of Semiconductor Processes through Analytics
- 5.1.2 Automotive, IoT, and AI Sectors are Driving the Market
5.2 Market Challenges
- 5.2.1 Moores Law is about Reaching its Physical Limitation
5.3 Major Industry Partnerships
5.4 Foundry Trends Related to Semiconductor Products

6 MARKET SEGMENTATION

6.1 By Technology Node
- 6.1.1 10/7/5 nm
- 6.1.2 16/14 nm
- 6.1.3 20 nm
- 6.1.4 28 nm
- 6.1.5 45/40 nm
- 6.1.6 65 nm
- 6.1.7 Other Technology Nodes
6.2 By Application
- 6.2.1 Consumer Electronics and Communication
- 6.2.2 Automotive
- 6.2.3 Industrial
- 6.2.4 HPC
- 6.2.5 Other Applications
6.3 By Geography
- 6.3.1 North America
- 6.3.2 Europe, Middle East and Africa
- 6.3.3 Asia Pacific

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 TSMC Limited
- 7.1.2 Globalfoundries Inc.
- 7.1.3 United Microelectronics Corporation (UMC)
- 7.1.4 Semiconductor Manufacturing International Corporation (SMIC)
- 7.1.5 Samsung Electronics Co. Ltd (Samsung Foundry)
- 7.1.6 Dongbu Hitek Co. Ltd
- 7.1.7 Intel Corporation
- 7.1.8 Hua Hong Semiconductor Limited
- 7.1.9 Powerchip Technology Corporation
- 7.1.10 STMicroelectronics NV
- 7.1.11 Tower Semiconductor Ltd.
- 7.1.12 Vanguard International Semiconductor Corporation
- 7.1.13 X-FAB Silicon Foundries
- 7.1.14 NXP Semiconductors NV
- 7.1.15 Renesas Electronics Corporation
- 7.1.16 Microchip Technologies Inc.
- 7.1.17 Texas Instruments Inc.