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市場調查報告書
商品編碼
1930234
半導體代工市場規模、佔有率、成長、全球產業分析:按類型、應用、區域洞察和預測(2026-2034 年)Semiconductor Foundry Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2026-2034 |
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全球半導體代工市場在現代電子生態系統中扮演著至關重要的角色,它使無晶圓廠半導體公司能夠在無需擁有自有製造設施的情況下生產先進的積體電路。代工廠提供端到端的製造服務,包括晶圓製造、封裝、測試以及先進製程節點(例如 7nm、5nm、3nm 和新興的 2nm 技術)的開發。
根據這份報告,2025 年全球半導體代工市場價值為 1,751 億美元。預計到 2026 年,該市場將成長至 2,020 億美元,到 2034 年將成長至 2,631 億美元,預測期內複合年增長率 (CAGR) 為 3.40%。到2025年,亞太地區將以86.80%的市場佔有率引領全球市場,這得益於其強大的製造基礎設施和眾多大型晶圓代工廠的存在。
市場動態與成長因素
人工智慧 (AI)、機器學習、5G 網路和物聯網 (IoT) 的快速發展是半導體晶圓代工需求的關鍵驅動因素。這些技術需要高性能、低功耗晶片,而這些晶片只能透過先進的製造流程生產。因此,晶圓代工廠正大力投資研發,以擴大下一代製程節點的規模。
台積電和英特爾等主要公司已宣布加快其 2nm 過程的量產計劃,英特爾的目標是最早在 2024 年實現量產,台積電的目標是在 2026 年實現量產。這些進步預計將支援高端運算、人工智慧加速器和先進通訊系統。
新冠疫情對市場產生了複雜的影響。儘管最初的中斷導致供應鏈延遲和生產短缺,但向遠端辦公、數位平台和雲端基礎設施的快速轉型顯著提升了半導體需求。這種供需失衡加劇了全球半導體短缺,並進一步凸顯了晶圓代工產能擴張的戰略重要性。
最新市場趨勢
影響半導體晶圓代工市場最顯著的趨勢之一是電動車 (EV) 和高級駕駛輔助系統 (ADAS) 對高性能晶片的需求不斷增長。電動車依賴半導體來實現電池管理、馬達控制、電力電子、資訊娛樂系統和車載充電解決方案。同樣,ADAS 應用也需要先進的處理器、感測器、雷達和攝影機系統。
晶圓代工廠正積極擴大其汽車晶片產能以滿足此需求。例如,台積電在 2021 年投資 28 億美元用於擴大汽車晶片產能,而格羅方德 (GlobalFoundries) 於 2022 年與博世 (Bosch) 合作開發下一代毫米波汽車雷達系統晶片解決方案。
主要限制因子
儘管需求強勁,但市場面臨高資本支出 (CapEx) 的挑戰。建造和維護先進的製造設施需要數十億美元的投資,用於設備、無塵室基礎設施以及持續的研發 (R&D)。根據 Semiconductor Intelligence, LLC 預測,晶圓代工的資本支出預計將從 2023 年的 480 億美元下降到 2024 年的 451 億美元,這凸顯了即使是成熟的企業也面臨著巨大的財務壓力。
此外,該行業還容易受到地緣政治緊張局勢、自然災害和供應鏈中斷的影響,這些都可能導致生產延誤、成本增加和可靠性降低。
市場區隔分析
依工藝節點劃分
根據製程節點,市場細分為 3nm、4-10nm、14-28nm 和 28-130nm 四個部分。
預計到 2026 年,4-10nm 製程節點將佔最大的市場佔有率,達到 37.00%,這主要得益於其在消費性電子、汽車和工業應用領域兼具的性能、能源效率和成本效益。
預計在預測期內,3nm 製程節點將實現最高的複合年增長率,這主要得益於對下一代人工智慧、5G、物聯網和汽車晶片的需求不斷增長。
依終端市場劃分
依終端市場劃分,半導體代工市場可細分為通訊、運算、消費性電子、汽車、工業及其他領域。
預計2026年,通訊領域將佔市場主導地位,全球市場佔有率將達到37.82%,這主要得益於智慧型手機、通訊基礎設施和網路設備的強勁需求。
預計運算領域將以最快的速度成長,這主要得益於雲端運算、資料中心、人工智慧工作負載和高效能運算 (HPC) 需求的成長。
區域分析
本市場分析涵蓋亞太地區、美洲以及歐洲、中東和非洲 (EMEA) 三個區域。
預計到2025年,亞太地區將引領全球市場,市場規模將達到1,520億美元,主要得益於台灣、韓國和中國強大的晶圓代工生態系統。該地區各國受惠於與台積電、三星晶圓代工及中芯國際等成熟廠商的整合價值鏈。
預計在預測期內,美洲地區的複合年增長率將最高,這主要得益於 "晶片與科學法案" 的投資。該法案於2024年2月撥款50億美元用於半導體研發。
由於汽車和通訊產業需求的成長,以及政府措施(例如 "歐洲晶片法案" ),歐洲、中東和非洲地區(EMEA)正呈現穩定成長。 "歐洲晶片法案" 旨在2030年將歐洲半導體產量佔有率提高到20%。
競爭格局及最新發展
半導體代工市場競爭激烈,各公司專注於策略聯盟、產能擴充和技術創新。主要參與者包括台積電、三星、格羅方德、聯電、中芯國際、塔芯半導體和華虹半導體。
近期進展包括塔塔電子在印度阿薩姆邦的半導體製造廠項目,該項目計劃於2026年開始採用28奈米製程生產;以及英特爾晶圓代工與威普羅、HCL科技和Valens半導體等公司開展的多項合作,以推動人工智慧驅動的晶片創新。
The global semiconductor foundry market plays a critical role in the modern electronics ecosystem by enabling fabless semiconductor companies to manufacture advanced integrated circuits without owning fabrication facilities. Foundries provide end-to-end manufacturing services, including wafer fabrication, assembly, testing, and advanced process node development such as 7nm, 5nm, 3nm, and emerging 2nm technologies.
According to the report, the global semiconductor foundry market size was valued at USD 175.1 billion in 2025. The market is projected to grow to USD 202.0 billion in 2026 and further reach USD 263.1 billion by 2034, registering a compound annual growth rate (CAGR) of 3.40% during the forecast period. Asia Pacific dominated the global market in 2025 with a share of 86.80%, supported by strong manufacturing infrastructure and leading foundry players.
Market Dynamics and Growth Drivers
Rapid advancements in artificial intelligence (AI), machine learning, 5G networks, and the Internet of Things (IoT) are the primary forces driving semiconductor foundry demand. These technologies require high-performance, power-efficient chips that can only be produced using advanced fabrication processes. Foundries are therefore making significant investments in research and development to scale next-generation nodes.
Major players such as TSMC and Intel have announced accelerated timelines for 2nm production, with Intel targeting progress as early as 2024 and TSMC aiming for expanded deployment by 2026. These developments are expected to support high-end computing, AI accelerators, and advanced communication systems.
The COVID-19 pandemic had a mixed impact on the market. While initial disruptions caused supply chain delays and manufacturing shortages, the rapid shift toward remote work, digital platforms, and cloud infrastructure significantly boosted demand for semiconductors. This imbalance contributed to a global chip shortage, further emphasizing the strategic importance of foundry capacity expansion.
Latest Market Trends
One of the most prominent trends shaping the semiconductor foundry market is the increasing demand for high-performance chips in electric vehicles (EVs) and Advanced Driver Assistance Systems (ADAS). EVs rely on semiconductors for battery management, motor control, power electronics, infotainment systems, and onboard charging solutions. Similarly, ADAS applications require advanced processors, sensors, radar, and camera-based systems.
Foundries are actively expanding automotive chip capacity to meet this demand. For example, TSMC invested USD 2.8 billion in 2021 to expand automotive chip production, while GlobalFoundries partnered with Bosch in 2022 to develop next-generation mmWave automotive radar system-on-chip solutions.
Key Restraining Factors
Despite strong demand, the market faces challenges related to high capital expenditure (CapEx). Building and maintaining advanced fabrication facilities requires billions of dollars in investment for equipment, cleanroom infrastructure, and continuous R&D. According to Semiconductor Intelligence, LLC, foundry CapEx declined from USD 48.0 billion in 2023 to USD 45.1 billion in 2024, highlighting financial pressures even for established players.
Additionally, the industry remains vulnerable to geopolitical tensions, natural disasters, and supply chain disruptions, which can lead to production delays, cost increases, and reduced reliability.
Market Segmentation Analysis
By Technology Node
Based on technology node, the market is segmented into 3nm, 4-10nm, 14-28nm, and 28-130nm.
The 4-10nm segment held the largest market share of 37.00% in 2026, driven by its balance of performance, power efficiency, and cost effectiveness across consumer electronics, automotive, and industrial applications.
The 3nm segment is expected to register the highest CAGR during the forecast period due to rising demand for next-generation AI, 5G, IoT, and automotive chips.
By End Market
By end market, the semiconductor foundry market is categorized into communications, computing, consumer, automotive, industrial, and others.
The communications segment dominated the market in 2026 with a global share of 37.82%, supported by strong demand from smartphones, telecom infrastructure, and networking equipment.
The computing segment is projected to grow at the fastest rate, fueled by cloud computing, data centers, AI workloads, and high-performance computing (HPC).
Regional Analysis
The market is analyzed across Asia Pacific, the Americas, and Europe, Middle East & Africa (EMEA).
Asia Pacific led the global market in 2025 with a value of USD 152 billion, driven by strong foundry ecosystems in Taiwan, South Korea, and China. Countries in the region benefit from integrated supply chains and established players such as TSMC, Samsung Foundry, and SMIC.
The Americas are expected to register the highest CAGR during the forecast period, supported by investments under the CHIPS and Science Act, including USD 5.0 billion allocated for semiconductor R&D in February 2024.
The EMEA region shows steady growth due to rising automotive and telecom demand and government initiatives such as the European Chips Act, which aims to increase Europe's global chip production share to 20% by 2030.
Competitive Landscape and Recent Developments
The semiconductor foundry market is highly competitive, with companies focusing on strategic partnerships, capacity expansion, and technology innovation. Key players include TSMC, Samsung, GlobalFoundries, UMC, SMIC, Tower Semiconductor, and Hua Hong Semiconductor.
Recent developments include India's semiconductor fab project by Tata Electronics in Assam, scheduled to begin production by 2026 at the 28nm node, and multiple collaborations involving Intel Foundry with Wipro, HCL Technologies, and Valens Semiconductor to advance AI-driven chip innovation.
Conclusion
The semiconductor foundry market remains a foundational pillar of the global electronics value chain, enabling rapid innovation across AI, 5G, IoT, automotive, and high-performance computing applications. With the market valued at USD 175.1 billion in 2025, projected to reach USD 202.0 billion in 2026 and USD 263.1 billion by 2034, steady growth is supported by continuous demand for advanced, power-efficient chips and expanding end-use industries. Asia Pacific continues to dominate due to its mature manufacturing ecosystem, while the Americas and EMEA regions are strengthening their positions through government-backed initiatives and strategic investments. Although high capital expenditure and supply chain vulnerabilities pose challenges, ongoing advancements in process nodes, increasing EV and ADAS adoption, and collaborative innovation among leading foundries and technology partners are expected to sustain market momentum throughout the forecast period.
Segmentation By Technology Node
By End Market
By Region