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半導體生產設備半導體市場

市場調查報告書

商品編碼

1559213

日本半導體市場評估：依類型、組件、節點規模、最終用戶、機會、預測 (2018年度-2032年度)

Japan Semiconductor Market Assessment, By Type, By Components, By Node Size, By End-user, Opportunities and Forecast, FY2018-FY2032F

出版日期: 2024年09月24日 | 出版商:

Market Xcel - Markets and Data | 英文 126 Pages | 商品交期: 3-5個工作天內

價格

簡介目錄圖表

日本半導體市場規模預計將從2024年度的548.1億美元增至2032年度的797.5億美元，在2025年度至2032年度的預測期內年複合成長率為 4.80%。半導體對日本的經濟安全和技術進步變得如此重要，以至於政府和私營部門都優先考慮該行業。供應鏈問題和地緣政治危機促使日本政府在2023年投資約254億美元用於半導體相關的國內生產和創新，因為半導體已成為現代技術的重要組成部分。

這項投資預計將恢復日本的半導體能力。台積電 (TSMC) 宣布的舉措包括與 Rapidus 等致力於下一代晶片的領先公司合作建立新的製造設施。它的目標是透過利用公私合作夥伴關係加強研發，到2030年將當地半導體銷售額增加兩倍。在全球半導體需求如此之高的世界中，振興日本半導體產業對於在日益互聯的世界中提高經濟彈性和保持競爭優勢非常重要。這些努力預計將重建日本在半導體生產方面的競爭優勢，這對於各種電子產品和基礎設施系統非常重要。

政府對本地晶片生產的支持促進市場成長

日本政府推動半導體晶片的本地生產，以重建該產業。此外，大量資金分配目的是增強日本的競爭力，包括與台積電、三星電子和美光等國際公司建立合作夥伴關係，以及對本地生產的財政支持，確保各行業非常重要的半導體元件的可靠生產。

例如，2024年4月，日本將向半導體製造商Rapidus公司發放39億美元補貼，幫助該公司加強本土晶片製造，重新奪回世界半導體強國的地位。這項激勵措施將使Rapidus能夠在2027年之前批量生產先進的2nm晶片，並與台積電和三星等行業巨頭競爭。這項投資被視為日本加強半導體產業整體目標的一部分。

半導體工廠數量增加極大促進市場成長

日本對半導體製造的需求源自於日本希望增強其經濟安全並減少對外國供應商的依賴。日本政府撥出大量資金來促進本土半導體製造商的發展。未來政府的努力將振興日本的半導體產業，招募國際公司，並建立強大的供應鏈，以解決全球動盪所暴露的弱點，並為未來的成長做好準備。

例如，2024年2月，台積電在熊本附近建造了日本第一家半導體製造工廠。該工廠將採用台積電的N28 (28 奈米級) 技術製造微晶片，全面投產後將僱用約 1,700名員工。該工廠將於2024年底開始生產晶片，以滿足日本汽車和消費性電子產業對超低功耗處理器不斷成長的需求。

記憶體設備使用量激增推動市場成長

日本儲存設備的使用不斷增加，大大支持了半導體市場的擴張。隨著消費性電子、汽車和資料中心等行業對先進記憶體解決方案的需求不斷增加，日本製造商努力提高其製造能力。這一趨勢是由對高效能資料儲存和運算解決方案的需求所推動的，日本半導體市場預計在未來幾年將大幅成長。

本報告研究和分析日本半導體市場，提供市場規模和預測、市場動態以及主要公司的現狀和前景。

市場規模分析與預測
- 金額
- 數量
市佔率分析與預測
- 依類型
- 依組件
- 依節點大小
- 依最終用戶
- 依地區
- 市佔率分析：依公司 (價值) (前5名公司及其他 -2024年度)
市場地圖分析 (2024年)
- 依類型
- 依組件
- 依節點大小
- 依最終用戶
- 依地區

第6章波特五力分析

第7章 PESTLE 分析

第8章價格分析

第9章市場動態

市場驅動因素
市場挑戰

第10章市場趨勢與發展

第11章案例研究

第12章競爭態勢

前5名市場領導者的競爭矩陣
前5名的公司的SWOT 分析
前10名主要企業狀況
- Tokyo Electron Limited
- Japan Semiconductor Corporation
- Fujitsu Semiconductor Memory Solution Limited
- Micron Memory Japan, K.K
- Sony Semiconductor Solutions Corporation
- Nuvoton Technology Corporation Japan
- Sharp Corporation
- TDK Corporation
- Seiko Instruments Inc.
- Rapidus Corporation

第13章戰略建議

第14章關於本公司，免責聲明

簡介目錄圖表

Product Code: MX11946

Japan semiconductor market is expected to observe a CAGR of 4.80% during the forecast period FY2025- FY2032, rising from USD 54.81 billion in FY2024 to USD 79.75 billion in FY2032. Semiconductors have become so important to Japan's economic security and technological advancements that both the government and private sector are prioritizing this industry. Supply chain issues and geopolitical crisis compelled the Japanese government to announce an investment of around USD 25.4 billion in 2023 for domestic production and innovation related to semiconductors, as semiconductors have become a vital factor in modern technology.

The expenditure looks forward to restoring Japan's semiconductor capabilities. Initiations that include setting up new manufacturing facilities, such as the one announced by Taiwan Semiconductor Manufacturing Company Limited (TSMC), in collaboration with leading firms, such as Rapidus, that work on next-generation chips. It leverages public-private partnerships to enhance research and development with the aim of trebling local semiconductor sales by 2030. In a world where global demand for semiconductors is so high, stimulating the semiconductor industry in Japan becomes crucial for economic resilience and sustaining competitive advantages in an increasingly interconnected world. These initiatives are expected to re-establish Japan's competitive advantage in semiconductor production, which is essential for a variety of electronic products and infrastructural systems.

Support by the Government for Local Chip Manufacturing is Augmenting the Market Growth

The Japanese government is promoting local production of semiconductor chips to rebuild its industry. Additionally, significant monetary allocations, such as financial support for local manufacturing and partnerships with international companies, such as TSMC, Samsung Electronics, and Micron, are aimed at enhancing Japan's competitiveness, guaranteeing a reliable source of essential semiconductor parts for different sectors.

For instance, in April 2024, Japan granted USD 3.9 billion in subsidies for the semiconductor manufacturer, Rapidus Corporation, allowing the company to enhance local chip manufacturing and reclaim its place as a worldwide semiconductor powerhouse. The incentives will let Rapidus mass-produce sophisticated 2-nanometer chips by 2027, thereby competing with the industry titans, including TSMC and Samsung. This investment is regarded as a part of Japan's overall aim to boost its semiconductor sector, which includes recruiting international businesses with major government assistance.

A rise in Number of Semiconductor Plants is Proliferating the Market Growth Significantly

The need for semiconductor manufacturing in Japan derives from the country's desire to increase economic security and reduce the dependency on foreign suppliers. The Japanese government has budgeted a hefty sum to encourage local semiconductor manufacturers. The upcoming government initiative seeks to rejuvenate Japan's semiconductor sector, recruit international businesses, and build a robust supply chain, addressing weaknesses revealed by global upheavals and assuring a steady supply of critical technologies for future growth.

For instance, in February 2024, TSMC built its first semiconductor fabrication factory in Japan, near Kumamoto. The factory used TSMC's N28 (28nm-class) technology to make microchips and will employ roughly 1,700 workers when fully operational. The factory will begin producing chips in the second half of 2024, meeting the rising need for ultra-low-power processors in Japan's automotive and consumer electronics sectors.

A Surge in the Utilization of Memory Devices is Fueling the Market Growth

Growing usage of memory devices in Japan is considerably driving the semiconductor market's expansion. Japanese manufacturers are working on improving manufacturing capacities due to increased demand for sophisticated memory solutions in industries, such as consumer electronics, automobiles, and data centers. The trend is driven by the requirement for high-performance data storage and computing solutions, preparing Japan's semiconductor market for significant growth in the forecast years.

For instance, in July 2024, Samsung began creating high-bandwidth memory chips for Nvidia, representing a big step forward in the competitive AI memory chip industry. Following Nvidia's acceptance of Samsung's HBM3 chips, the business plans to bridge the gap with rival SK Hynix. Despite previous deficits, Samsung intends to increase manufacturing, hoping to treble its HBM supply by 2024. This relationship is critical as the demand for AI technology continuously increases, allowing Samsung to capitalize on development potential in the rapidly developing AI memory industry.

Government Initiatives are Amplifying the Market Prosperity

Government measures are essential in the Japanese semiconductor sector, as they are one of the most vital factors driving market growth. These initiatives aim to strengthen the supply chain, stimulate technical developments, and assure economic security, addressing weaknesses revealed by global disruptions and establishing Japan as a semiconductor manufacturing leader.

For instance, in February 2024, the Japanese government announced the expansion of its financial assistance for semiconductor projects to strengthen its local chip sector and improve economic security in the face of rising global competition. The government has allocated around USD 25.83 billion in investments to attract international businesses such as TSMC, fostering collaborations with corporations such as Rapidus, and creating innovative manufacturing facilities. These programs seek to revitalize Japan's once-dominant semiconductor sector, solve supply chain weaknesses, and establish the country as a prominent player in the global fight for technical leadership in prominent industries.

Southern Japan is Expected to Emerge as the Largest Region

Kyushu region in southern Japan is becoming a major region in the semiconductor market due to its huge role in the establishment of TSMC's Kumamoto plant, a major USD 8.6 billion venture in partnership with Sony and Denso. With significant financial support from the government, this establishment is on its way to becoming one of Japan's leading chip manufacturing plants, specializing in state-of-the-art production techniques.

Furthermore, the Japanese government is proactively encouraging the production of semiconductors to improve national security and combat supply chain vulnerabilities. Tohoku and Hokkaido, along with other areas, are being established as semiconductor centers, showing a country-wide push to augment Japan's semiconductor market and regain its competitive position in the global marketplace.

Future Market Scenario (FY2025 - FY2032F)

The Japanese government intends to spend extensively on semiconductor manufacturing, with an emphasis on luring international businesses and improving local production capabilities to boost economic security. This, in turn, is expected to augment the market growth significantly over the upcoming years.

Expansion of semiconductor facilities are excavating the growth of Japanese semiconductors and will continue to gain significant financial revenue over the upcoming years. Moreover, TSMC's upgraded facility will increase manufacturing capacity and competitiveness in the worldwide market, resulting in long-term growth.

Advancements in AI, IoT, and 5G technology are expected to fuel the demand for sophisticated semiconductor devices, further pushing market expansion, and are anticipated to lead to ample opportunities for the market over the forecast years.

Key Players Landscape and Outlook

Large organizations operating in the industry have used crucial tactics such as product development, company expansion, agreements, collaborations, and acquisitions to widen their market reach and maintain the fierce competition.

In February 2024, Toshiba began building a new back-end production facility for the purpose of semiconductor manufacturing at its Himeji Operations in Japan. The plant, set to commence major production in spring 2025, will quadruple Toshiba's automotive power semiconductor production capacity compared to FY2022. The project aims to address the continuously rising demand for power devices in vehicle electrification and industrial automation while achieving carbon neutrality via renewable energy and smart manufacturing efforts.

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

4.1. Product and Market Intelligence
4.2. Mode of Brand Awareness
4.3. Factors Considered in Purchase Decisions
- 4.3.1. Quality
- 4.3.2. Price
- 4.3.3. Purpose
- 4.3.4. Order Quantity
- 4.3.5. Lifespan
- 4.3.6. Experience in the industry
4.4. Operational Cost
4.5. Supply Chain Management
4.6. Demand and Supply Mechanism
4.7. Channel of Purchase

5. Japan Semiconductor Market Outlook, FY2018-FY2032F

5.1. Market Size Analysis & Forecast
- 5.1.1. By Value
- 5.1.2. By Volume
5.2. Market Share Analysis & Forecast
- 5.2.1. By Type
  - 5.2.1.1. Intrinsic
  - 5.2.1.2. Extrinsic
- 5.2.2. By Components
  - 5.2.2.1. Memory Devices
  - 5.2.2.2. Logic Devices
  - 5.2.2.3. Analog IC
  - 5.2.2.4. MPU
  - 5.2.2.5. Discrete Power Devices
  - 5.2.2.6. MCU Sensors
  - 5.2.2.7. Others
- 5.2.3. By Node Size
  - 5.2.3.1. 180 nm
  - 5.2.3.2. 130 nm
  - 5.2.3.3. 90 nm
  - 5.2.3.4. 65 nm
  - 5.2.3.5. 45/40 nm
  - 5.2.3.6. 32/28 nm
  - 5.2.3.7. 22/20 nm
  - 5.2.3.8. 16/14 nm
  - 5.2.3.9. 10/7 nm
  - 5.2.3.10. 7/5 nm
  - 5.2.3.11. 5 nm
- 5.2.4. By End-user
  - 5.2.4.1. Networking and Communications
  - 5.2.4.2. Consumer Electronics
  - 5.2.4.3. Automotive
  - 5.2.4.4. Data Processing
  - 5.2.4.5. Aerospace
  - 5.2.4.6. Medical
  - 5.2.4.7. Military and Defense
  - 5.2.4.8. Others
- 5.2.5. By Region
  - 5.2.5.1. North [Hokkaido and Tohoku]
  - 5.2.5.2. Central [Kanto and Chubu]
  - 5.2.5.3. South [Kansai, Chugoku, Shikoku, Kyushu, Okinawa]
- 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2024)
5.3. Market Map Analysis, FY2024
- 5.3.1. By Type
- 5.3.2. By Components
- 5.3.3. By Node Size
- 5.3.4. By End-user
- 5.3.5. By Region

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Pricing Analysis

9. Market Dynamics

9.1. Market Drivers
9.2. Market Challenges

10. Market Trends and Developments

11. Case Studies

12. Competitive Landscape

12.1. Competition Matrix of Top 5 Market Leaders
12.2. SWOT Analysis for Top 5 Players
12.3. Key Players Landscape for Top 10 Market Players
- 12.3.1. Tokyo Electron Limited
  - 12.3.1.1. Company Details
  - 12.3.1.2. Key Management Personnel
  - 12.3.1.3. Products and Services
  - 12.3.1.4. Financials (As Reported)
  - 12.3.1.5. Key Market Focus and Geographical Presence
  - 12.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
- 12.3.2. Japan Semiconductor Corporation
- 12.3.3. Fujitsu Semiconductor Memory Solution Limited
- 12.3.4. Micron Memory Japan, K.K
- 12.3.5. Sony Semiconductor Solutions Corporation
- 12.3.6. Nuvoton Technology Corporation Japan
- 12.3.7. Sharp Corporation
- 12.3.8. TDK Corporation
- 12.3.9. Seiko Instruments Inc.
- 12.3.10. Rapidus Corporation

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

13. Strategic Recommendations

14. About Us and Disclaimer

簡介目錄圖表

List of Tables

Table 1. Pricing Analysis of Products from Key Players
Table 2. Competition Matrix of Top 5 Market Leaders
Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
Table 4. About Us - Regions and Countries Where We Have Executed Client Projects