市場調查報告書
商品編碼
1530878
2030 年半導體材料市場預測:按產品類型、材料、應用和地區分類的全球分析Semiconductor Materials Market Forecasts to 2030 - Global Analysis By Product Type, Material, Application and By Geography |
根據Stratistics MRC的數據,2024年全球半導體材料市場規模為665.2億美元,預計到2030年將達到976.1億美元,預測期內複合年成長率為6.6%。
半導體材料因其獨特的電氣特性而成為現代電子產品的關鍵元件。這些材料的導電率介於導體(例如金屬)和絕緣體(例如玻璃)之間。半導體的電導率可以透過引入雜質或施加電場或光來控制和改變,這使得它們在各種電子應用中具有極其廣泛的用途。矽和鍺等本徵半導體在室溫下的電導率有限,但可以透過升高溫度或施加能量來提高其電導率。
愛立信表示,5G行動用戶數從2020年的2.7396億增加至2021年的6.6418億,預計2027年全球整體將達到43.8977億。
家用電子電器需求增加
家用電子電器需求的不斷成長極大地增強了半導體材料的實力。隨著消費者偏好轉向更智慧、更互聯的設備,對先進半導體的需求持續飆升。這些半導體構成了現代電子產品的支柱,為從智慧型手機和筆記型電腦到智慧家電和汽車電子產品的所有產品提供動力。這種需求的增加正在推動半導體材料的創新和投資,促使製造商開發更有效率、更小、更強大的晶片。
製造成本高
製造半導體材料需要複雜的技術和精密的工藝,需要先進的設備和熟練的勞動力。這些因素對營運成本影響很大。維持創新和市場競爭力所需的研發成本高昂,包括對新材料、設計方法和製造技術的投資。然而,環境和法規合規性進一步增加了成本,因為半導體製造商必須遵守嚴格的標準。
資料中心和雲端處理服務的成長
資料中心的快速擴張和雲端處理服務需求的增加正在推動半導體材料大幅上漲。資料中心需要大量的高效能處理器、記憶體晶片和儲存設備來處理大量資料和儲存。這些設備依靠矽、砷化鎵和磷化銦等先進半導體材料,在速度、效率和可靠性方面提供卓越的性能。透過網際網路提供運算能力和資料儲存的雲端處理服務進一步推動了對半導體材料的需求。
智慧財產權問題
智慧財產權(IP)議題為半導體材料產業帶來重大挑戰,阻礙創新和進步。這些問題主要源於複雜的專利和版權網路,涵蓋半導體設計、製造流程和材料成分的各個方面。該行業的公司在研發方面投入巨資,以創造尖端技術和材料,並經常獲得專利來保護其創新。然而,專利的激增可能會導致侵權、授權合約和市場壟斷等糾紛和法律糾紛。
COVID-19大流行對半導體材料產業產生了重大影響。最初,封鎖擾亂了製造流程和供應鏈,導致半導體製造所必需的關鍵材料和零件短缺。旅行限制和社交距離要求進一步擾亂了業務,推遲了生產計劃並加劇了供應限制。然而,在大流行期間,消費行為的變化,例如對用於遠距工作和學習的電子和數位設備的需求增加,增加了半導體製造商增加產量的壓力。
預計二硫化鉬業務在預測期內將是最大的業務
預計二硫化鉬業務在預測期內將是最大的業務。 MoS2 是一種2D材料,具有單層形式的直接能隙,可實現高效的發射和吸收,這對於光電應用至關重要。它們的高載流子遷移率和出色的熱穩定性使其適用於電晶體和其他半導體裝置,提供比傳統矽基技術更好的性能。此外,MoS2 的原子薄結構具有靈活性、透明性,並可整合到軟性透明電子設備中。
航太和國防領域在預測期內的複合年成長率最高。
航太和國防領域預計在預測期內複合年成長率最高。透過優先考慮半導體創新,該產業的目標是在衛星通訊、雷達系統和無人機(UAV)等多個領域實現突破。這些進步對於提高航太和國防應用中使用的電子元件的性能、可靠性和效率至關重要。半導體材料在實現更快的處理速度、提高功率效率和小型化方面發揮著至關重要的作用,所有這些對於下一代國防技術的發展至關重要。
在估計期間,北美地區佔據了最大的市場佔有率。從智慧家電到工業感測器,物聯網設備需要先進的半導體技術來實現全部區域的高效資料處理和連接。物聯網採用的激增正在推動專業半導體材料的區域發展,這些材料可提供更高的性能、能源效率和整合能力。此外,人工智慧的快速發展正在推動全部區域對更強大的處理器和記憶體解決方案的需求。北美半導體製造商處於人工智慧專用硬體開發的最前沿,利用尖端材料來提高運算能力並最佳化功耗。
預計歐洲地區在預測期內將保持盈利成長。政府政策旨在刺激研究和開發、鼓勵創新並加強全部區域的本地製造能力。補貼通常幫助半導體公司升級技術、提高效率並減少對環境的影響。此外,投資半導體教育和培訓計劃將有助於確保擁有維持此高科技產業成長所需的熟練勞動力。政府舉措優先考慮永續實踐,並促進環保半導體材料和製程的區域發展。
According to Stratistics MRC, the Global Semiconductor Materials Market is accounted for $66.52 billion in 2024 and is expected to reach $97.61 billion by 2030 growing at a CAGR of 6.6% during the forecast period. Semiconductor materials are crucial elements in modern electronics due to their unique electrical properties. These materials have a conductivity between that of conductors (like metals) and insulators (like glass). The conductivity of semiconductors can be controlled and modified by introducing impurities or by applying electrical fields or light, making them highly versatile for various electronic applications. Intrinsic semiconductors, such as silicon and germanium, have a limited conductivity at room temperature but can conduct better at higher temperatures or with added energy.
According to Ericsson, 5G mobile subscription, which grew from 273.96 million in 2020 to 664.18 million in 2021, is expected to reach 4,389.77 million globally by 2027, driving the demand for semiconductor chips and semiconductor materials in the process.
Rising demand for consumer electronics
The increasing demand for consumer electronics is significantly bolstering the semiconductor materials. As consumer preferences shift towards smarter and more interconnected devices, the need for advanced semiconductors continues to surge. These semiconductors form the backbone of modern electronic devices, powering everything from smartphones and laptops to smart home appliances and automotive electronics. This rising demand is driving innovation and investment in semiconductor materials, pushing manufacturers to develop more efficient, smaller and powerful chips.
High cost of production
The fabrication of semiconductor materials involves intricate technologies and precise processes, demanding sophisticated equipment and highly skilled labor. These factors contribute substantially to operational expenses. The research and development required to innovate and stay competitive in the market incur substantial costs, including investments in new materials, design methodologies and manufacturing techniques. However, environmental and regulatory compliance further add to expenses as semiconductor manufacturers must adhere to stringent standards.
Growth in data centers and cloud computing services
The rapid expansion of data centers and the increasing demand for cloud computing services have substantially boosted the semiconductor materials. Data centers require vast arrays of high-performance processors, memory chips, and storage devices to handle massive amounts of data processing and storage. These facilities rely on advanced semiconductor materials like silicon, gallium arsenide, and indium phosphide, which offer superior performance in terms of speed, efficiency, and reliability. Cloud computing services, which deliver computing power and data storage over the internet, have further fueled the demand for semiconductor materials.
Intellectual property issues
Intellectual property (IP) issues pose significant challenges to the semiconductor materials industry, impeding innovation and progress. These issues arise primarily from the complex web of patents and copyrights that cover various aspects of semiconductor design, fabrication processes, and materials compositions. Companies in this sector invest heavily in research and development to create cutting-edge technologies and materials, often securing patents to protect their innovations. However, the proliferation of patents can lead to disputes and legal battles over infringement, licensing agreements, and market exclusivity.
The Covid-19 pandemic significantly affected the semiconductor materials industry. Initially, lockdown measures disrupted manufacturing processes and supply chains, leading to shortages of critical materials and components essential for semiconductor production. Travel restrictions and social distancing requirements further hampered operations, delaying production timelines and exacerbating supply constraints. However, shifts in consumer behavior during the pandemic, such as increased demand for electronics and digital devices for remote work and learning, intensified pressure on semiconductor manufacturers to ramp up production.
The Molybdenum Disulfide segment is expected to be the largest during the forecast period
Molybdenum Disulfide segment is expected to be the largest during the forecast period. As a two-dimensional material, MoS2 exhibits a direct bandgap in the monolayer form, which allows for efficient light emission and absorption, crucial for optoelectronic applications. Its high carrier mobility and excellent thermal stability make it suitable for transistors and other semiconductor devices, offering performance advantages over traditional silicon-based technologies. MoS2's atomically thin structure also enables flexibility, transparency, and integration into flexible and transparent electronic devices.
The Aerospace & Defense segment is expected to have the highest CAGR during the forecast period
Aerospace & Defense segment is expected to have the highest CAGR during the forecast period. By prioritizing semiconductor innovation, this industry aims to achieve breakthroughs in various domains such as satellite communications, radar systems, and unmanned aerial vehicles (UAVs). These advancements are crucial for enhancing the performance, reliability, and efficiency of electronic components used in aerospace and defense applications. Semiconductor materials play a pivotal role in enabling higher processing speeds, improved power efficiency, and miniaturization, all of which are essential for developing next-generation defense technologies.
North America region commanded the largest share of the market over the extrapolated period. IoT devices, ranging from smart appliances to industrial sensors, demand advanced semiconductor technologies for efficient data processing and connectivity across the region. This surge in IoT adoption is driving the regional development of specialized semiconductor materials that offer higher performance, energy efficiency and integration capabilities. Furthermore, AI's rapid evolution is fueling demand for more powerful processors and memory solutions across the region. North American semiconductor manufacturers are at the forefront of developing AI-specific hardware, leveraging cutting-edge materials to enhance computational capabilities and optimize power consumption.
Europe region is projected to hold profitable growth during the forecast period. Government policies aim to stimulate research and development, encourage innovation, and strengthen local manufacturing capabilities across the region. Subsidies often support semiconductor companies in upgrading technologies, improving efficiency, and reducing environmental impact throughout the region. Additionally, investment in semiconductor education and training programs ensures a skilled workforce, crucial for sustaining growth in this high-tech industry. Government initiatives prioritize sustainable practices, promoting the regional development of eco-friendly semiconductor materials and processes.
Key players in the market
Some of the key players in Semiconductor Materials market include Cabot Microelectronics Corporation, Dupont, FormFactor, Inc, Hemlock Semiconductor, Honeywell International Inc, JSR Corporation, KLA Corporation, SUMCO Corporation, Texas Instruments Incorporated and Ultrapure Technology, Inc.
In June 2024, G-7 leaders announced plans for a semiconductor supply chain coordination group. The group will help G-7 leaders focus on subsea cable connectivity for Internet security and resilience, amid global chip shortage challenges.
In February 2024, Researchers from the Indian Institute of Technology Guwahati, Department of Electronics and Electrical Engineering and Centre for Nanotechnology, in collaboration with IIT Mandi and Institute of Sensor and Actuator Systems, Technical University Wien, developed a cost-effective method to grow a special semiconductor.