![]() |
市場調查報告書
商品編碼
1623231
全球半導體材料市場規模(按材料類型、應用、地區、範圍和預測)Global Semiconductor Materials Market Size By Material Type (Silicon-Based Materials, Compound Semiconductors), By Application (Consumer Electronics, Automotive, Industrial), By Geographic Scope And Forecast |
預計2024年半導體材料市場規模將達到771.3億美元,預計2024年至2031年期間的複合年增長率為4.3%,到2031年將達到1080.2億美元。半導體材料的電導率介於導體和絕緣體之間,因此可以控制電流。這些材料通常具有晶體結構,可以摻雜其他元素來改變其特性。矽、鍺和砷化鎵是最常見的半導體材料。半導體是現代電子產品的重要組成部分,為電晶體、二極體和積體電路等設備供電。它們在從電腦處理器和記憶體晶片到太陽能電池和 LED 照明等廣泛的技術中發揮著至關重要的作用,並且它們使我們的手機和醫療設備能夠正常運作。
隨著技術發展推動電子和電腦領域的創新,半導體材料前景廣闊。研究人員正在研究石墨烯和二維材料等新材料,這些材料有可能大幅提高設備性能和小型化。
此外,量子點電晶體和自旋電子學等突破性的半導體技術有望將計算速度和效率推向新的高度。隨著對更強大、更節能的電子產品的需求不斷增長,半導體產業即將取得關鍵性進步,這將決定人工智慧、再生能源等技術的未來。
主要市場驅動因子
5G技術的擴展:
5G技術的擴展:5G技術的擴展正在推動對半導體材料的需求。根據全球行動通訊系統協會(GSMA)預測,到2025年5G連線數將達到18億,佔所有行動連線的21%。
改變汽車產業:
汽車產業正在向電動車和自動駕駛系統發展,促使對半導體材料的需求增加。國際能源總署 (IEA) 預測,到 2030 年,道路上行駛的電動車數量將從 2020 年的 1,100 萬輛增加到 1.45 億輛。
物聯網(IoT)的擴充:
許多行業的物聯網設備的成長正在推動半導體材料市場的發展。根據國際數據公司 (IDC) 預測,到 2025 年,物聯網連接設備數量將達到 416 億,產生 79.4 ZB 的數據。
主要問題
材料短缺:
半導體製造所必需的稀土元素供應短缺。某些資源的有限供應可能會擾亂生產並增加開支。
環境影響:
半導體製造過程會產生大量廢棄物和能源。應對這些環境課題需要投資於更清潔的技術和永續的實踐,並減少該行業的生態足跡。
供應鏈中斷:
半導體業務經常受到地緣政治衝突、自然災害和全球流行病的干擾,從而影響生產和交付。維持強大的供應鏈對於滿足不斷增長的需求和確保產品的持續供應至關重要。
製造成本高:
創新半導體材料的生產需要在研發和先進製造設備方面投入大量資金。高成本使小企業難以進入市場,同時也影響消費價格。
主要趨勢:
小型化:
半導體元件正日益小型化,並安裝到更小、更強大的設備中。這種小型化推動了智慧型手機、穿戴式裝置和物聯網設備的發展,從而推動了對更密集、性能更高的材料的需求。
5G 網路的推出正在推動對能夠支援更快速度和更多連接的半導體材料的需求。未來幾代無線技術將推動材料進步,以滿足不斷增長的數據和性能需求。
人工智慧與機器學習:
人工智慧和機器學習應用的日益廣泛使用,推動了對提高運算能力和效率的專用半導體材料的需求。這些材料對於建立強大的AI電路和加速器至關重要。
柔性電子產品:
柔性和可拉伸電子技術的進步為半導體材料開闢了新的可能性。這些材料有助於創造需要適應性強、持久組件的新型應用,例如穿戴式裝置和柔性顯示器。
Semiconductor Materials Market size was valued at USD 77.13 Billion in 2024 and is projected to reach USD 108.02 Billion by 2031 , growing at a CAGR of 4.3% from 2024 to 2031. Semiconductor materials have electrical conductivity between conductors and insulators, allowing them to control electrical current. These materials typically have a crystalline structure and can be doped with additional elements to change their characteristics. Silicon, germanium, and gallium arsenide are among the most common semiconductor materials. In practical applications, semiconductors are essential components of modern electronics, powering devices like transistors, diodes, and integrated circuits. They play a vital role in a variety of technologies, including computer processors and memory chips, as well as solar cells and LED lights, allowing cell phones and medical equipment to function.
Semiconductor materials are bright, as technological developments drive innovation in electronics and computers. Researchers are investigating novel materials such as graphene and two-dimensional materials that have the potential to greatly improve device performance and miniaturization.
Furthermore, breakthrough semiconductor technologies such as quantum-dot transistors and spintronics promise to push computing speed and efficiency to new heights. As the need for more powerful and energy-efficient electronic devices rises, the semiconductor industry is set for significant advances that will define the future of technology in fields such as artificial intelligence, renewable energy, and beyond.
The key market dynamics that are shaping the global semiconductor materials market include:
Key Market Drivers:
Expansion of 5G Technology:
The expansion of 5G technology is driving up demand for semiconductor materials. According to the Global System for Mobile Communications Association (GSMA), 5G connections are estimated to total 1.8 billion by 2025, accounting for 21% of all mobile connections.
Automotive Industry Transformation:
The automobile industry is experiencing a move towards electric vehicles and self-driving systems, leading to increased demand for semiconductor materials. The International Energy Agency (IEA) projects that by 2030, there will be 145 million electric vehicles on the road, up from 11 million in 2020.
Internet of Things (IoT) Expansion:
The growth of IoT devices in many industries is driving the semiconductor materials market. According to the International Data Corporation (IDC), the number of IoT-connected devices is expected to reach 41.6 billion by 2025, producing 79.4 zettabytes of data.
Key Challenges:
Material Scarcity:
Rare earth elements, which are required for semiconductor manufacture, are in short supply. Limited availability of certain resources might impede production and increase expenses.
Environmental Impact:
The semiconductor manufacturing process generates a significant amount of trash and energy usage. To address these environmental challenges, investments in cleaner technologies and sustainable practices are needed to reduce the industry's ecological footprint.
Supply Chain Disruptions:
The semiconductor business is frequently disrupted by geopolitical conflicts, natural disasters, and worldwide pandemics, which affect manufacturing and delivery. Maintaining a solid supply chain is critical to meeting rising demand and ensuring continuous product availability.
High Production Costs:
Producing innovative semiconductor materials necessitates enormous investment in research, development, and sophisticated fabrication equipment. The high costs can make it difficult for smaller enterprises to enter the market and have an impact on consumer prices.
Key Trends:
Miniaturization:
Semiconductor components are increasingly being reduced in size to fit into smaller, more powerful devices. This shrinking enables developments in smartphones, wearables, and Internet of Things devices, increasing demand for high-density, high-performance materials.
The deployment of 5G networks is driving demand for improved semiconductor materials that can support quicker speeds and more connections. Future generations of wireless technology will push material advancements to meet growing data and performance demands.
AI and Machine Learning:
The growing use of artificial intelligence and machine learning applications is increasing the demand for specialized semiconductor materials that improve computational power and efficiency. These materials are critical for producing powerful AI circuits and accelerators.
Flexible Electronics:
Advancements in flexible and stretchable electronics are opening up new potential for semiconductor materials. These materials enable the creation of novel applications, such as wearable devices and flexible displays, which require adaptive and long-lasting components.
Our reports include actionable data and forward-looking analysis that help you craft pitches, create business plans, build presentations and write proposals.
Here is a more detailed regional analysis of the global semiconductor materials market:
Asia Pacific:
The Asia Pacific region dominates the semiconductor materials market, with important players including Taiwan, South Korea, and China driving manufacturing and research. Taiwan Semiconductor Manufacturing Company (TSMC) exemplifies Taiwan's semiconductor prowess, with 63% of the global foundry market share in 2020 and a projected 56% by 2023, according to Trend Force.
Despite technological obstacles, China is actively expanding its semiconductor business, with the China Semiconductor Industry Association (CSIA) projecting a 20% increase in integrated circuit (IC) sales in 2020, backed by a government investment plan of USD 1.4 Trillion. South Korea, with giants such as Samsung and SK Hynix, remains a prominent participant in memory chips, as demonstrated by a 29% increase in semiconductor exports to USD 99.2 Billion by 2021, according to the Korea International Trade Association (KITA).
The region's supremacy is further strengthened by its strong growth and large market share. SEMI predicts that the Asia Pacific semiconductor market will account for 62% of global semiconductor equipment investments in 2023, reaching USD 108 Billion. The region's well-established supply chain, which accounts for more than 75% of worldwide semiconductor production capacity, plays an important role in its leadership.
The rising consumer market, with smartphone sales estimated to reach 805 million units by 2023, drives up demand for semiconductor materials. This combination of scientific improvement, strategic investment, and an expanding consumer base strengthens Asia Pacific's position as the market leader in semiconductor materials, pointing to future growth and domination.
North America:
North America's semiconductor materials market is expanding rapidly, owing to a solid foundation in semiconductor design and development, strategic government initiatives, and significant expenditures in new technologies. Key businesses like Intel and Applied Materials highlight the region's importance, with the US semiconductor industry accounting for 47% of global sales in 2020, according to the Semiconductor Industry Association (SIA). The CHIPS and Science Act, passed in August 2022, is a primary driver of this expansion, allocating USD 52.7 Billion to semiconductor research, development, production, and worker training. This strategy is projected to generate 40,000 new employments by 2030, demonstrating the government's commitment to the sector.
Furthermore, North America places a strong emphasis on research and development, with U.S. companies investing USD 44.5 Billion on semiconductor R&D in 2020, accounting for 18.2% of the global total, according to the National Science Foundation.
The rising adoption of new technologies, such as artificial intelligence and high-performance computing, is driving up demand for specialist semiconductor materials. With a projected 15.9% year-over-year increase in semiconductor equipment spending in 2023, North America's rising market position and planned expansion of local production capacity is opening the way for significant growth in the semiconductor materials market.
The Global Semiconductor Materials Market is Segmented on the basis of Material Type, Application, And Geography.
Based on Material Type, the market is fragmented into Silicon-Based Materials, Compound Semiconductors, and Advanced Materials. Silicon-based materials dominate the semiconductor materials market due to their mature technology, low cost, and extensive compatibility. Their role in almost every electrical device is vital. Advanced materials are the fastest expanding segment. These materials, which include graphene, carbon nanotubes, and two-dimensional materials, have the potential to revolutionize performance and open up new applications. While still in their early phases, their unique features and potential for solving silicon limits are generating major research and investment, placing them as a crucial development area in the semiconductor industry.
Based on Application, the market is segmented into Consumer Electronics, Automotive, Industrial, Communications, and Aerospace and Defense. Consumer electronics leads the semiconductor materials market, owing to the insatiable need for smartphones, laptops, and other electronic devices. The high speed of technical breakthroughs and shorter product lifecycles in this industry drive a constant need for new and improved semiconductor materials. The Automotive category is growing the fastest, thanks to an increase in electric and self-driving car production. These cars necessitate advanced semiconductor components for power management, safety systems, and networking, resulting in increased demand for specific materials.
Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.