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市場調查報告書
商品編碼
1679192
2030 年半導體市場預測:按組件、材料、技術、應用、最終用戶和地區進行的全球分析Semiconductor Market Forecasts to 2030 - Global Analysis by Component (Integrated Circuits (ICs), Discrete Semiconductors, Optoelectronics and Sensors), Material, Technology, Application, End User and By Geography |
根據 Stratistics MRC 的數據,預計 2024 年全球半導體市場規模將達到 7,146 億美元,到 2030 年將達到 18,237 億美元,預測期內複合年成長率為 16.9%。
半導體是電導率介於導體和絕緣體之間的材料,代表性的例子包括矽和砷化鎵。它們的導電性可以透過摻雜或外部電場來控制,這使得它們在現代電子學中不可或缺。應用包括微晶片、電晶體、二極體和太陽能電池,為電腦、智慧型手機和醫療設備等供電。半導體對汽車、通訊和可再生能源產業至關重要,可以實現先進的計算、訊號處理和能量轉換。
根據半導體產業協會的數據,2022 年美國半導體出口額為 611 億美元。
消費性電子產品需求不斷成長
智慧型手機、筆記型電腦、穿戴式裝置和智慧家居設備等家用電子電器的需求不斷成長,是半導體市場發展的主要驅動力。隨著消費者對更複雜的功能、處理能力和能源效率的需求,半導體製造商正在嘗試縮小節點、整合人工智慧並改善晶片佈局。 5G、IoT、AR/VR 的發展進一步增加了對高效能 CPU 的需求。此外,全球數位化趨勢正在加速半導體的滲透,因為半導體已成為現代電子產品的重要組成部分,從而推動了市場成長。
製造成本高
半導體市場的高製造成本阻礙了創新、限制了生產的擴充性並提高了產品價格。這些成本是由昂貴的原料、先進的製造流程以及研發投資所驅動的,為新參與企業設置了障礙並減少了競爭。小型企業將面臨激烈競爭,導致市場整合。此外,成本上升減緩了技術進步並推遲了新產品的發布,從而影響了行業的整體成長。
人工智慧、物聯網和 5G 的進步
透過推動對高效能晶片、改進的連接性和邊緣運算的需求,人工智慧、物聯網和 5G 的發展正在極大地推動半導體業務。物聯網的成長推動了對低功耗、高效處理器的需求,而人工智慧則加速了對複雜 GPU 和人工智慧專用半導體的需求。另一方面,5G 需要複雜的網路處理器和射頻組件來實現低延遲和高資料速率。這些技術推動了半導體製造、設計和材料的創新,幫助產業擴張和競爭。
供應鏈中斷
半導體產業供應鏈中斷可能導致嚴重的生產延誤、成本增加和供應減少,從而阻礙產業成長。由於原料短缺、地緣政治動盪和物流瓶頸,家用電子電器、汽車和工業領域的製造業均受到了挫折的影響。這種干擾將導致價格波動,需要產品重新設計,破壞技術發展,最終影響半導體產業的國際競爭力和經濟穩定。
COVID-19 的影響
新冠疫情導致供應鏈瓶頸、工廠停工和零件短缺,擾亂了半導體市場,導致前置作業時間延長和價格上漲。但對遠距工作設備、雲端運算和醫療保健技術的需求不斷成長彌補了損失。政府和企業投資本地生產,以減少對全球供應鏈的依賴,加速長期產業復原力並重塑市場動態。
預測期內,積體電路 (IC) 市場規模預計將達到最大
隨著人工智慧、物聯網和 5G 應用的需求不斷成長,積體電路 (IC) 不斷發展以提供更好的效能、效率和小型化,預計積體電路 (IC) 領域將在預測期內佔據最大的市場佔有率。消費性電子、汽車和工業領域的擴張進一步推動了系統晶片(SoC)和專用積體電路(ASIC)的創新。該領域的成長將透過加速半導體研究、製造和技術進步來塑造產業的未來。
預計預測期內醫療保健領域將以最高的複合年成長率成長。
預計醫療保健領域將在預測期內見證最高成長率。這是因為需要基於人工智慧的診斷和先進的醫療設備。高效能、低功耗晶片是半導體技術不可或缺的,它將推動智慧植入和遠端患者監護的發展。遠端醫療和連線健診的發展進一步推動了對安全、節能半導體的需求。醫療保健是半導體產業的主要收入來源,生物感測器技術的發展也正在擴大半導體在醫療診斷中的應用。
在預測期內,預計北美將佔據最大的市場佔有率,這得益於其在研發和製造方面的大量投資以及人工智慧、5G 和物聯網的發展。該地區由晶片製造商、設計公司和科技巨頭組成的蓬勃發展的生態系統促進了創新。為了減少對進口的依賴,《CHIPS法案》等政府計劃正在增加國內產量。受快速擴張的市場和消費性電子、醫療保健和汽車行業等行業不斷成長的需求的推動,北美正迅速成為全球半導體製造業的主要參與者。
預計預測期內亞太地區將呈現最高的複合年成長率。這是由於技術的快速進步、強力的政府舉措以及對家用電器、汽車應用和工業自動化的需求不斷成長。中國、台灣和日本等國家主導全球半導體製造業,並受益於強大的供應鏈和對研發的大量投資。 AI、5G、物聯網的興起將進一步加速市場的擴張。此外,對國內晶片生產的支持和地緣政治變化正在重塑供應動態,推動該產業的成長和競爭。
According to Stratistics MRC, the Global Semiconductor Market is accounted for $714.6 billion in 2024 and is expected to reach $1823.7 billion by 2030 growing at a CAGR of 16.9% during the forecast period. A semiconductor is a material with electrical conductivity between that of a conductor and an insulator, typically silicon or gallium arsenide. Its conductivity can be controlled by doping or external electrical fields, making it essential in modern electronics. Uses include microchips, transistors, diodes, and solar cells, powering devices like computers, smartphones, and medical equipment. Semiconductors are crucial in automotive, telecommunications, and renewable energy industries, enabling advanced computing, signal processing, and energy conversion.
According to the Semiconductor Industry Association, the United States exported $61.1 billion in semiconductors in 2022.
Growing Demand for Consumer Electronics
The rising demand for consumer electronics, such as smartphones, laptops, wearables, and smart home devices, is a major driver of the semiconductor market. Manufacturers of semiconductors are experimenting with smaller nodes, AI integration, and better chip layouts as consumers want more sophisticated features, processing power, and energy efficiency. The need for high-performance CPUs is further fueled by the growth of 5G, IoT, and AR/VR. Furthermore, the popularity of semiconductors is accelerating due to global trends toward digitization, making them an essential part of contemporary electronics, thus it propels market growth.
High Manufacturing Costs
High manufacturing costs in the semiconductor market hinder innovation, limit production scalability, and raise product prices. These costs, driven by expensive raw materials, advanced fabrication processes, and R&D investments, create barriers for new entrants, reducing competition. Smaller companies struggle to compete, leading to market consolidation. Additionally, higher costs slowly down technological advancements, delaying new product releases and affecting overall industry growth.
Advancements in AI, IoT, and 5G
By raising demand for high-performance chips, improved connectivity, and edge computing, developments in AI, IoT, and 5G are substantially propelling the semiconductor business. While IoT growth drives demand for low-power, high-efficiency processors, AI accelerates the need for sophisticated GPUs and AI-specific semiconductors. In the meantime, 5G needs sophisticated network processors and RF components to enable lower latency and faster data rates. Together, these technologies drive innovation in semiconductor manufacturing, design, and materials, which promotes industry expansion and competition.
Supply Chain Disruptions
Supply chain disruptions in the semiconductor industry cause significant production delays, increased costs, and decreased supply, impeding industry growth. The consumer electronics, automotive, and industrial industries are all impacted by manufacturing setbacks caused by raw material shortages, geopolitical unrest, and logistics bottlenecks. These disturbances also create pricing volatility, require companies to redesign products, and undermine technological developments, ultimately impacting global competitiveness and economic stability in the semiconductor industry.
Covid-19 Impact
The COVID-19 pandemic disrupted the semiconductor market through supply chain bottlenecks, factory shutdowns, and component shortages, leading to increased lead times and price hikes. However, rising demand for remote work devices, cloud computing, and healthcare technology offset losses. Governments and companies invested in localized production to reduce dependency on global supply chains, accelerating long-term industry resilience and reshaping market dynamics.
The integrated circuits (ICs) segment is expected to be the largest during the forecast period
The integrated circuits (ICs) segment is expected to account for the largest market share during the forecast period, as the need for AI, IoT, and 5G applications grows, integrated circuits (ICs) are developing to provide increased performance, efficiency, and shrinking. System-on-chip (SoC) and application-specific integrated circuit (ASIC) innovation is further fueled by the expansion of the consumer electronics, automotive, and industrial sectors. The growth of this sector shapes the industry's future by accelerating semiconductor research, manufacturing, and technological advancements.
The healthcare segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the healthcare segment is predicted to witness the highest growth rate, because of the need for AI-powered diagnostics, and sophisticated medical equipment. High-performance, low-power chips are necessary for semiconductor technologies, which enable advancements in smart implants, and remote patient monitoring. The need for safe, energy-efficient semiconductors is further increased by the growth of telemedicine and connected healthcare. Healthcare is a major source of income for the semiconductor industry, since developments in biosensors technologies are also growing semiconductor uses in medical diagnostics.
During the forecast period, the North America region is expected to hold the largest market share because of significant investments in R&D and manufacturing, as well as developments in AI, 5G, and IoT. Innovation is fueled by the region's thriving ecosystem of chipmakers, design firms, and tech giants. To lessen dependency on imports, government programs like the CHIPS Act are increasing domestic production. North America is becoming a major player in the creation of semiconductors worldwide due to the market's rapid expansion and rising demand from sectors including consumer electronics, healthcare, and the automotive industry.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, owing to rapid technological advancements, strong government initiatives, and increasing demand for consumer electronics, automotive applications, and industrial automation. Countries like China, Taiwan, and Japan dominate global semiconductor manufacturing, benefiting from robust supply chains and heavy investments in R&D. The rise of AI, 5G, and IoT further accelerates market expansion. Additionally, supporting domestic chip production and geopolitical shifts are reshaping supply dynamics, boosting growth and competitiveness in the sector.
Key players in the market
Some of the key players profiled in the Semiconductor Market include Advanced Micro Devices (AMD), Analog Devices, Inc. (ADI), Applied Materials, Broadcom Inc., GlobalFoundries, Infineon Technologies, Intel Corporation, Marvell Technology Group, MediaTek Inc., Micron Technology, NVIDIA Corporation, NXP Semiconductors, ON Semiconductor (onsemi), Qualcomm Incorporated, Renesas Electronics, Samsung Electronics, SK Hynix, STMicroelectronics, Taiwan Semiconductor Manufacturing Company and Texas Instruments.
In January 2025, Samsung Electronics unveiled Samsung Vision AI at the CES 2025 First Look, delivering personal AI-powered screens to enrich everyday life. Samsung also unveiled the latest flagship Neo QLED 8K QN990F and exciting updates to its Lifestyle TVs and future display technologies, reflecting Samsung's vision to transform screens into adaptive, intelligent companions to simplify and enrich everyday living.
In October 2024, Samsung Electronics teamed up with NTT DOCOMO to jointly research the application of AI in next-generation mobile communications technology.
In September 2024, Samsung Electronics announced the signing of a strategic technology partnership agreement with Hyundai Motor and Kia. To elevate users' connectivity experiences by fully integrating the SmartThings IoT platform with Hyundai and Kia's software-defined vehicles (SDVs).
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.