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市場調查報告書
商品編碼
1625314
至 2030 年晶圓層次電子構裝市場預測:按封裝類型、互連技術、最終用戶和地區分類的全球分析Wafer Level Packaging Market Forecasts to 2030 - Global Analysis By Package Type, Interconnect Technology, End User and by Geography |
根據Stratistics MRC預測,2024年全球晶圓層次電子構裝市場規模將達95.8億美元,預計2030年將達到297.8億美元,預測期內複合年成長率為20.8%。
晶圓層次電子構裝(WLP)是一種先進的半導體封裝方法,在封裝晶圓級封裝。透過消除通常在晶圓切割後執行的傳統封裝步驟,該技術具有更小的尺寸、更高的性能和更低的生產成本等優勢。此外,WLP 將元件放置得更緊密,從而實現更密集的互連、更好的溫度控管和更快的訊號傳輸,使其成為小型高性能設備(例如穿戴式設備、智慧型手機和汽車電子產品)的理想選擇。
根據世界半導體貿易統計(WSTS),包括晶圓層次電子構裝在內的全球半導體市場預計將大幅成長,2021年銷售額預計將達到5,510億美元。
對性能優越的晶片的需求
現代電子設備對更高頻寬、更快處理速度和更低功耗的需求不斷成長,推動了晶圓層次電子構裝的採用。隨著晶片變得越來越複雜,特別是在遊戲、通訊和高效能運算等行業,需要封裝解決方案來滿足這些需求。此外,與傳統封裝技術相比,WLP 具有許多優勢,包括提高電源效率、提高訊號完整性和提高電氣性能。
初期投資成本高
專用工具和技術的初始成本高昂是採用晶圓層次電子構裝的主要障礙之一。實施晶圓層次電子構裝需要先進的製造基礎設施,包括用於晶片測試、封裝和晶圓鍵合技術的專用工具。此外,這些系統可能很昂貴,特別是對於缺乏資金購買必要機械的中小型企業。此過程還涉及高昂的研發 (R&D) 成本,以改進方法並實現目標性能標準。
穿戴式科技和醫療設備的發展
晶圓層次電子構裝在醫療設備領域具有巨大潛力,尤其是隨著穿戴式醫療技術的日益普及。這些小型輕量設備需要強大的感測器、處理器和通訊模組來追蹤血糖值、心率和大腦活動等健康資訊。非侵入式穿戴式健康監測設備的開發取決於將這些不同組件組合成單一緊湊封裝的能力,而 WLP 使這成為可能。此外,WLP還可應用於需要小型電子設備安裝在有限空間內的診斷設備,以及必須在有限空間內可靠運作的植入式醫療設備。
其他封裝技術的競爭壓力
可以提供類似優勢的替代先進封裝技術對晶圓層次電子構裝市場構成了嚴重威脅。系統級封裝(SiP)、3D 封裝、覆晶和板載晶片(COB) 等技術正在憑藉減少環境影響、提高性能和成本效益等類似優勢來爭奪市場佔有率。此外,在需要垂直整合的應用中,例如記憶體模組和高效能運算,垂直堆疊多個晶片的3D封裝可能是更好的選擇。
晶圓層次電子構裝(WLP) 受到 COVID-19 大流行的嚴重影響,該流行病主要擾亂了全球供應鏈和半導體製造流程。勞動力短缺、旅行限制和工廠關閉導致生產延遲和重要材料的前置作業時間延長,影響了 WLP 解決方案的及時交付。此外,在疫情初期,經濟不確定性和消費者對電子產品的需求下降暫時減緩了市場擴張。然而,隨著企業適應新常態,對醫療、汽車和家用電子電器的需求增加,需要使用 WLP 等尖端封裝技術。
晶圓級晶片規模封裝 (WLCSP) 領域預計將在預測期內成為最大的領域
晶圓級構裝(WLP)市場預計將由晶圓級構裝(WLCSP)領域主導。 WLCSP 被廣泛使用,因為它提供了一種緊湊、經濟且有效的封裝解決方案來取代傳統封裝技術。 WLCSP 將晶片直接整合到封裝中,幾乎不需要額外的元件,從而顯著減小了設備尺寸和重量,使其成為穿戴式裝置、智慧型手機和消費性電子應用的理想選擇。此外,對更小、更強大的電子設備的需求不斷成長,推動了 WLCSP 的普及。
預計銅柱細分市場在預測期間內複合年成長率最高
在晶圓層次電子構裝(WLP)市場中,銅柱細分市場預計複合年成長率最高。銅柱技術可以提高半導體裝置的性能和可靠性,因此迅速普及,特別是在高密度和高性能應用中。此外,此封裝技術使用銅柱代替傳統的焊料凸塊,從而具有出色的抗電遷移性、增加的機械強度和改善的導熱性。這些優點使得銅柱封裝特別適合高效能運算、汽車電子和5G等尖端應用。
由於存在中國、日本、韓國和台灣等重要的半導體製造地,亞太地區 (APAC) 佔據了晶圓層次電子構裝(WLP) 市場的最大佔有率。日月光集團、三星、台積電等電子和半導體領域的大公司都位於亞洲。為了滿足對更快、更緊湊、更有效的電子設備不斷成長的需求,這些公司正在大力投資 WLP 等尖端封裝技術。此外,該地區強大的製造基礎,以及汽車、通訊和消費電子產業的快速創新和採用,支持亞太地區在 WLP 市場的持續主導地位。
晶圓層次電子構裝(WLP) 市場預計將以北美地區最高的複合年成長率成長。特別是隨著5G、無人駕駛汽車和物聯網(IoT)的普及,消費性電子、醫療保健、汽車和通訊等領域對先進半導體封裝的需求不斷增加。許多處於封裝創新前沿的頂級半導體公司和研究機構都位於北美。此外,資料中心、人工智慧 (AI) 和高效能運算的使用不斷增加,進一步加速了對複雜 WLP 解決方案的需求。
According to Stratistics MRC, the Global Wafer Level Packaging Market is accounted for $9.58 billion in 2024 and is expected to reach $29.78 billion by 2030 growing at a CAGR of 20.8% during the forecast period. Wafer Level Packaging (WLP) is a state-of-the-art semiconductor packaging method that encapsulates chips at the wafer level prior to their separation into separate pieces. By doing away with the need for conventional packaging procedures, which are typically performed after the wafer is cut, this technique offers benefits like smaller size, improved performance, and cheaper production costs. Moreover, WLP is particularly well suited for small, high-performing devices like wearables, smartphones, and automotive electronics because it positions components close together, allowing for high-density interconnections, better thermal management, and faster signal transmission.
According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market, which includes wafer level packaging, is expected to grow significantly, with sales expected to reach $551 billion in 2021.
Demand for chips with superior performance
Wafer-level packaging adoption is being driven by the growing demand for modern electronics to have higher bandwidth, faster processing speeds, and lower power consumption. As chips get more sophisticated, particularly in industries like gaming, telecommunications, and high-performance computing, they need packaging solutions that can meet these demands. Additionally, WLP offers a number of advantages over conventional packaging techniques, including improved power efficiency, higher signal integrity, and better electrical performance.
Expensive initial investment costs
The high upfront cost of specialized tools and technologies is one of the major obstacles to Wafer Level Packaging adoption. Advanced manufacturing infrastructure, such as specialized tools for die testing, encapsulation, and wafer bonding, is required to implement WLP. Furthermore, these systems can be costly, especially for small and mid-sized businesses that might lack the funds to purchase the required machinery. In order to improve methods and reach targeted performance standards, the process also entails high research and development (R&D) expenses.
Developments in wearable technology and medical devices
Wafer Level Packaging has significant prospects in the medical device sector, especially given the growing popularity of wearable medical technology. These small, light devices need powerful sensors, processors, and communication modules to track health information like blood sugar, heart rate, and even brain activity. The development of non-invasive, wearable health monitoring devices depends on the ability to combine these diverse components into a single, compact package, which WLP makes possible. Moreover, WLP is also applicable to diagnostic equipment that needs small electronics to fit into limited spaces and implantable medical devices that must function dependably in confined spaces.
Competitive pressure from other packaging technologies
Alternative cutting-edge packaging technologies that can provide comparable advantages pose a serious threat to the wafer-level packaging market. With comparable benefits like lower environmental impact, enhanced performance, and cost-effectiveness, technologies like System-in-Package (SiP), 3D packaging, flip-chip, and Chip-on-Board (COB) are vying for market share. Additionally, in some applications, like memory modules or high-performance computing, where vertical integration is desired, 3D packaging, which entails stacking multiple chips vertically, may be more appropriate.
Wafer Level Packaging (WLP) was significantly impacted by the COVID-19 pandemic, which mainly disrupted global supply chains and semiconductor manufacturing processes. Production delays and longer lead times for essential materials resulted from labor shortages, travel restrictions, and factory closures, which impacted the timely delivery of WLP solutions. Furthermore, a brief slowdown in market expansion was caused by the economic uncertainty and a decline in consumer demand for electronic products during the early stages of the pandemic. But as businesses adjusted to the new normal, the demand for medical, automotive, and consumer electronics devices increased, necessitating the use of cutting-edge packaging technologies like WLP.
The Wafer Level Chip Scale Packaging (WLCSP) segment is expected to be the largest during the forecast period
The Wafer Level Packaging (WLP) market is expected to be dominated by the Wafer Level Chip Scale Packaging (WLCSP) segment. Because it offers a small, affordable, and effective substitute for conventional packaging techniques, WLCSP is a widely used packaging solution. It entails putting the chip straight onto the package with few extra parts, greatly reducing the device's size and weight, making it perfect for wearables, smartphones, and consumer electronics applications. Moreover, the widespread use of WLCSP is being driven by the increasing demand for more compact, powerful electronic devices that perform better and use less energy.
The Copper Pillar segment is expected to have the highest CAGR during the forecast period
In the Wafer Level Packaging (WLP) market, the Copper Pillar segment is expected to have the highest CAGR. Because copper pillar technology can enhance semiconductor devices' performance and dependability, especially in high-density and high-performance applications, it is rapidly gaining popularity. Additionally, this packaging technique offers superior electro migration resistance, increased mechanical strength, and improved thermal conductivity by substituting copper pillars for conventional solder bumps. Because of these benefits, copper pillar packaging is especially well-suited for cutting-edge uses like high-performance computing, automotive electronics, and 5G.
Due to the presence of important semiconductor manufacturing hubs, such as China, Japan, South Korea, and Taiwan, the Asia-Pacific (APAC) region commands the largest share of the Wafer Level Packaging (WLP) market. Large companies in the electronics and semiconductor sectors, including ASE Group, Samsung, and TSMC, are based in Asia. To keep up with the increasing demand for faster, more compact, and more effective electronic devices, these companies make significant investments in cutting-edge packaging technologies like WLP. Furthermore, the region's robust manufacturing base, along with rapid technological innovation and adoption in the automotive, telecommunications, and consumer electronics industries, supports APAC's ongoing dominance in the WLP market.
The Wafer Level Packaging (WLP) market is anticipated to grow at the highest CAGR in the North American region. The demand for sophisticated semiconductor packaging is rising in sectors like consumer electronics, healthcare, automotive, and telecommunications, especially as 5G, driverless cars, and the Internet of Things (IoT) become more prevalent. Numerous top semiconductor companies and research institutes that are at the forefront of packaging technology innovation are based in North America. Moreover, the need for sophisticated WLP solutions is further accelerated by the expanding use of data centers, artificial intelligence (AI), and high-performance computing.
Key players in the market
Some of the key players in Wafer Level Packaging market include Amkor Technology, Inc., Fujitsu Limited, Nordson Corporation, Toshiba Corporation, Lam Research Corporation, Qualcomm Technologies, Inc., Siliconware Precision Industries Co., Ltd., Deca Technologies, Inc, Nemotek Technology Inc., Infineon Technologies AG, Taiwan Semiconductor Manufacturing Company Limited, KLA Corporation, Applied Materials, Inc., ChipMOS Technologies Inc. and Tokyo Electron Ltd.
In September 2024, Fujitsu Limited and Stellar Science Foundation, a General Incorporated Association have entered into a partnership focused on discovering and supporting the next generation of scientific researchers and fostering the creation of cutting-edge research topics.
In May 2024, Nordson Corporation announced that it has entered into a definitive agreement to acquire Atrion Corporation, a leader in proprietary medical infusion fluid delivery and niche cardiovascular solutions, for $460.00 per share in cash. This reflects a valuation of 15X Atrion's 2024 full-year estimated EBITDA, inclusive of synergies Nordson expects to generate in the first two years of its ownership.
In May 2024, Amkor Technology, Inc. announced that it has entered into a strategic long-term agreement with IBM for semiconductor assembly and test services. Under the long-term supply agreement, Amkor will receive the substantial majority of IBM's subcontract wire bond and flip chip assembly and final test.