市場調查報告書
商品編碼
1530877
全球半導體市場預測(截至 2030 年):按材料類型、組件、應用和地區進行分析Semiconductors Market Forecasts to 2030 - Global Analysis By Material Type, Component, Application and By Geography |
2024年全球半導體市場規模為7,158.9億美元,預計2030年將達18.4582億美元,預測期內複合年成長率為17.1%。半導體是導電率介於導體(如金屬)和絕緣體(如玻璃)之間的材料。半導體是現代電子學的基礎,構成電晶體、二極體和積體電路等裝置的支柱。這種選擇性對於控制和操縱電流極為重要,並且對於製造電子開關和放大器至關重要。此特性用於電子元件的設計,可以精確控制電子(或電洞:電子可以駐留在其中的電洞)的流動。
據愛立信稱,2022年第一季5G用戶數增加7,000萬戶,達到約6.2億戶。
越來越重視能源效率和永續性
半導體產業正在經歷一場重大變革,人們越來越關注能源效率和永續性。隨著世界越來越意識到其對環境的影響,人們越來越關注減少包括技術在內的所有行業的能源消耗和碳足跡。半導體是電子設備的關鍵組件,在向永續性的轉變中發揮著至關重要的作用。半導體材料和設計的進步帶來了更節能的晶片,可以在不犧牲性能的情況下降低功耗。
成本壓力
成本壓力嚴重阻礙了半導體產業的發展。這些壓力源於多種因素,包括材料成本上漲、對需要昂貴製造流程的先進技術的需求不斷增加,以及影響供應鏈的地緣政治緊張局勢。半導體製造商正在努力滿足汽車、家電、通訊等領域對電子設備不斷成長的需求,但面臨研發、生產設備和原料成本飆升的問題。
雲端處理服務和資料中心的成長
雲端處理嚴重依賴資料中心,需要大量的處理能力、記憶體和儲存容量,並正在推動對先進半導體技術的需求。這些技術包括高效能處理器、記憶體晶片和專用硬體加速器,旨在有效處理複雜的運算任務。此外,虛擬、人工智慧 (AI) 和機器學習 (ML) 的趨勢也進一步放大了這一需求。人工智慧和機器學習演算法需要強大的 GPU 和專用晶片來即時處理和分析大型資料集,這對於從自動駕駛汽車到自然語言處理的廣泛應用至關重要。
智慧財產權保護
半導體產業的智慧財產權(IP)保護是一把雙面刃。雖然我們透過允許創造者從他們的發明中獲利來保護創新並鼓勵研發投資,但我們也面臨重大挑戰。半導體公司經常面臨漫長的專利法律糾紛,這可能會抑制創新並阻礙技術進步。半導體技術複雜且涉及面廣,因此即使是微小的創新也可能成為專利糾紛的主題,使公司陷入分散的境地,不得不處理大量的智慧財產權索賠。
COVID-19 的爆發對半導體產業產生了重大影響。最初,全球供應鏈中斷導致關鍵零件和材料短缺,擾亂了汽車和電子等多個依賴半導體產業的生產。封鎖和限制也影響了製造業務和物流,導致晶片生產和分銷延遲。然而,疫情期間消費行為的變化增加了對筆記型電腦、平板電腦、遊戲機等電子設備的需求,加劇了供需缺口。
預計砷化鎵業務在預測期內將是最大的業務
預計砷化鎵業務在預測期內將是最大的業務。砷化鎵 (GaAs) 是一種化合物半導體,與矽相比具有優異的電子性能,因此備受關注,尤其是在高頻和高功率應用中。與矽相比,它具有更高的電子遷移率和更低的雜訊係數,非常適合用於射頻 (RF)、微波和毫米波設備。在半導體裝置中,砷化鎵用於製造場效電晶體(FET)、異質接面雙極電晶體 (HBT) 和積體電路 (IC),這些電晶體的工作頻率高於矽基電晶體可實現的頻率。
分立功率元件領域預計在預測期內複合年成長率最高
分立功率元件領域預計在預測期內複合年成長率最高。分離式功率元件包括二極體、電晶體和閘流體等組件,在管理電子電路中的功率流以及有效轉換和控制電能方面發揮關鍵作用。分立功率元件的最新進展主要集中在提高開關速度、功率處理能力和能源效率等性能指標。碳化矽 (SiC) 和氮化鎵 (GaN) 等寬能能隙材料的開發等創新使這些裝置能夠在更高的頻率和溫度下運行,並且能量損失最小。
在預測期內,北美佔據了最大的市場佔有率。智慧型手機嚴重依賴處理器、儲存晶片、感測器和顯示器驅動器等半導體組件,所有這些對於該地區的功能和性能至關重要。隨著消費者對更先進智慧型手機的需求增加,全部區域對更先進半導體技術為這些設備提供動力的需求也在增加。北美是主要高科技公司和半導體製造商的所在地,透過增加半導體製造設施的生產、創新和投資,正從這一趨勢中受益。
預計歐洲在預測期內將保持盈利成長。隨著消費者和企業越來越依賴數位通訊、串流媒體服務和雲端運算,全部區域對先進半導體元件的需求正在迅速增加。這些組件,例如微處理器、儲存晶片和高速資料轉換器,對於在全部區域實現更快的資料傳輸和處理能力至關重要。此外,5G 網路和物聯網 (IoT) 設備等技術的興起進一步放大了這一需求,需要能夠支援全部區域增加的資料吞吐量並保持可靠性的半導體解決方案。
According to Stratistics MRC, the Global Semiconductors Market is accounted for $715.89 billion in 2024 and is expected to reach $1,845.82 billion by 2030 growing at a CAGR of 17.1% during the forecast period. Semiconductors are materials that have electrical conductivity between that of conductors (like metals) and insulators (like glass). They are fundamental to modern electronics, forming the backbone of devices like transistors, diodes, and integrated circuits. This selectivity is crucial for controlling and manipulating electrical currents, which is essential for creating electronic switches and amplifiers. This property is exploited in the design of electronic components where the flow of electrons (or holes, which are vacancies where electrons could exist) can be precisely regulated.
According to Ericsson, the number of 5G subscriptions increased by 70 million during the first quarter of 2022, reaching about 620 million.
Increasing emphasis on energy efficiency and sustainability
The semiconductor industry is experiencing a significant evolution driven by increased emphasis on energy efficiency and sustainability. As global awareness of environmental impacts grows, there is a heightened focus on reducing energy consumption and carbon footprints across all sectors, including technology. Semiconductors, crucial components in electronic devices, play a pivotal role in this shift toward sustainability. Advancements in semiconductor materials and designs are leading to more energy-efficient chips that consume less power without compromising performance.
Cost pressures
Cost pressures are significantly impeding the semiconductor industry. These pressures arise from various factors, including rising material costs, increased demand for advanced technologies requiring expensive manufacturing processes, and geopolitical tensions affecting supply chains. As semiconductor manufacturers strive to meet the escalating demand for electronics in sectors like automotive, consumer electronics, and telecommunications, they face mounting expenses in research and development, production facilities and raw materials.
Growth in cloud computing services and data centers
Cloud computing relies heavily on data centers that require vast amounts of processing power, memory, and storage capacity, driving the demand for advanced semiconductor technologies. These technologies include high-performance processors, memory chips, and specialized hardware accelerators designed to handle complex computational tasks efficiently. Moreover, the trend towards virtualization, artificial intelligence (AI), and machine learning (ML) further amplifies this demand. AI and ML algorithms require powerful GPUs and specialized chips to process and analyze large datasets in real-time, which are essential for applications ranging from autonomous vehicles to natural language processing.
Intellectual property protection
Intellectual property (IP) protection in the semiconductor industry is a double-edged sword. While it safeguards innovations and encourages research and development investments by ensuring creators can profit from their inventions, it also poses significant challenges. Semiconductor companies often face prolonged legal battles over patents, which can stifle innovation and hinder technological progress. The complexity and breadth of semiconductor technologies mean that even minor innovations can be subject to patent disputes, leading to a fragmented landscape where companies must navigate numerous IP claims.
The Covid-19 pandemic significantly impacted the semiconductor industry. Initially, disruptions in global supply chains led to shortages of critical components and materials, hampering production across various sectors reliant on semiconductors, such as automotive and electronics. Lockdowns and restrictions also affected manufacturing operations and logistics, causing delays in chip production and distribution. However, shifts in consumer behavior during the pandemic increased demand for electronics, including laptops, tablets, and gaming consoles, exacerbating the supply-demand gap.
The Gallium Arsenide segment is expected to be the largest during the forecast period
Gallium Arsenide segment is expected to be the largest during the forecast period. Gallium arsenide (GaAs) is a compound semiconductor that has gained prominence for its superior electronic properties compared to silicon, particularly in high-frequency and high-power applications. It exhibits a higher electron mobility and lower noise figure than silicon, making it ideal for use in radio frequency (RF), microwave, and millimeter-wave devices. In semiconductor devices, GaAs is used to manufacture field-effect transistors (FETs), heterojunction bipolar transistors (HBTs), and integrated circuits (ICs) that operate at frequencies exceeding those achievable with silicon-based counterparts.
The Discrete Power Devices segment is expected to have the highest CAGR during the forecast period
Discrete Power Devices segment is expected to have the highest CAGR during the forecast period. Discrete Power Devices, which include components like diodes, transistors, and thyristors, play a crucial role in managing power flow within electronic circuits, converting and controlling electrical energy efficiently. Recent advancements in discrete power devices have focused on improving performance metrics such as switching speed, power handling capabilities and energy efficiency. Technological innovations, such as the development of wide-bandgap materials like silicon carbide (SiC) and gallium nitride (GaN), have enabled these devices to operate at higher frequencies and temperatures while minimizing energy losses.
North America region commanded the largest share of the market over the extrapolated period. Smartphones rely heavily on semiconductor components such as processors, memory chips, sensors and display drivers, all of which are essential for their functionality and performance across the region. As consumer demand for more advanced smartphones grows, so does the need for more sophisticated semiconductor technologies to power these devices throughout the region. North America, home to major tech giants and semiconductor manufacturers, benefits from this trend through increased production, innovation, and investment in semiconductor manufacturing facilities.
Europe region is projected to hold profitable growth during the forecast period. As consumers and businesses alike rely more on digital communication, streaming services and cloud computing, there is a burgeoning need for advanced semiconductor components across the region. These components, such as microprocessors, memory chips, and high-speed data converters, are crucial for enabling faster data transmission and processing capabilities across the region. Moreover, the rise of technologies like 5G networks and Internet of Things (IoT) devices further amplifies this demand, necessitating semiconductor solutions that can handle increased data throughput and maintain reliability across the region.
Key players in the market
Some of the key players in Semiconductors market include Analog Devices, Inc, Broadcom Inc, Infineon Technologies, Intel Corporation, Kyocera Corporation, Marvell Technology Group, NXP Semiconductors, Powertech Technology Inc, Renesas Electronics Corporation, Screen Holdings Co. Ltd, Sony Semiconductor Solutions Corporation and United Microelectronics Corporation.
In March 2023, Envision Energy, an Envision Group subsidiary providing the world's leading green technology, announced that it has started adopting Analog Devices, Inc. (Micro Electromechanical Systems) MEMS sensor technology in its new generation of smart wind turbines.
In March 2023, Samsung Electronics Co., Ltd., the global leader in innovative memory technology, and NAVER Corporation, a leading internet company, collaborated to develop hyper-scale semiconductor solutions for Artificial Intelligence (AI) Models.
In February 2023, Qualcomm Technologies Inc. and NEC Corporation announced the continuation of the cooperation to promote the commercialization of next-generation networks with their latest 5G vDU powered with the X100 5G Accelerator card.
In December 2022, Global Chip Manufacturer Qualcomm Technologies introduced its WiFi-7 capable chipsets as a part of its new immersive home platform that supports high-speed connections.