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市場調查報告書
商品編碼
1801231
2025 年至 2033 年矽晶圓市場規模、佔有率、趨勢及預測(依晶圓尺寸、類型、應用、最終用途及地區分類)Silicon Wafer Market Size, Share, Trends and Forecast by Wafer Size, Type, Application, End Use, and Region, 2025-2033 |
2024年,全球矽晶圓市場規模達278億美元。展望未來, IMARC Group預測,到2033年,市場規模將達到467.1億美元,2025-2033年期間的複合年成長率為5.64%。亞太地區佔據主導地位,2024年市佔率將達68.5%。人們對燃料發電廠高碳排放的環境擔憂日益加劇,太陽能發電廠的安裝量不斷增加,以及對無線運算設備的需求不斷成長,這些都是推動市場發展的關鍵因素。
市場主要受消費性電子產品需求成長的推動,尤其是依賴先進半導體晶片的智慧型手機、筆記型電腦和平板電腦。 5G 基礎設施的擴展、電動車 (EV) 的普及以及物聯網 (IoT) 設備的使用增加,加速了對更緊湊、更有效率積體電路的需求。人工智慧 (AI) 和資料中心的快速發展也推動了對高效能處理器和記憶體晶片的需求,從而增加了矽晶圓的消耗量。此外,製造業向自動化的轉變和對半導體製造設施的投資增加也促進了矽晶圓市場的成長。晶片設計中更小節點技術的趨勢正在增加大直徑晶圓的使用,進一步支持了晶圓生產的產量成長和規模經濟。這些因素共同塑造了市場的上升軌跡。
在美國,越來越多的投資正致力於矽晶圓製造的產能擴張和技術升級,以支持不斷成長的半導體需求。受人工智慧、電動車和高效能運算領域日益成長的應用推動,投資重點在於擴大國內生產規模並提升服務能力,凸顯了矽晶圓在先進電子產品中的戰略重要性。例如,2024年11月,ZMC收購了美國主要矽晶圓解決方案和服務供應商Pure Wafer的控股權。該投資旨在擴大Pure Wafer的產能並提升其技術,以滿足日益成長的半導體產業需求。
擴大GPS追蹤系統的使用
GPS 追蹤系統依賴 GPS 接收器晶片,這些晶片是在矽晶片上製造的半導體裝置。 GPS 追蹤系統在交通運輸、物流、個人追蹤和體育等各行業的日益普及,正成為重要的成長誘因。例如,根據 Lowry Solutions 發表的一篇文章,全球定位系統 (GPS) 技術的廣泛應用徹底改變了交通運輸產業。此外,根據IMARC Group的一份報告,全球 GPS 追蹤設備市場預計到 2032 年將達到 78 億美元,在 2024-2032 年期間的複合年成長率為 11.4%。作為衛星導航系統,GPS 可根據請求提供即時位置資訊並能夠追蹤物體的移動。物流行業可以從使用 GPS 追蹤軟體(包括 RFID 追蹤設備)中受益匪淺,因為它具有許多優勢。它使在地圖上定位汽車變得更容易,從而提高了客戶滿意度和營運效率。這反過來又導致對用於製造這些晶片的矽晶片的需求增加。此外,開發更先進的GPS追蹤系統需要性能更強大的GPS晶片,以提高精度、靈敏度和功率效率。半導體製造商不斷創新,開發利用先進製造製程和材料的新晶片設計。這推動了對能夠滿足現代GPS晶片嚴格要求的專用矽晶圓的需求。例如,2024年1月,北歐半導體公司推出了一款預先認證的開發套件和系統級封裝(SiP)晶片nRF9161,旨在為5G非蜂窩和蜂窩物聯網技術提供支援。此外,它還具有出色的位置追蹤、長電池壽命和強大的連接性。它還可以連接到LTE-M、NB-IoT以及DECT NR+網路,並透過北歐開發者學院及其nRF Connect SDK提供支援。預計這些創新將在預測期內推動矽晶圓市場需求的成長。
半導體需求不斷成長
根據矽晶圓市場預測,智慧型手機、平板電腦、筆記型電腦、智慧手錶和其他消費性電子設備的普及推動了對半導體裝置的巨大需求。例如,根據Statista的數據,預計到2028年,消費性電子產品的銷售量將達到約90.14億件。此外,全球智慧型手機行動網路用戶在2023年達到70億,預計2028年將超過約77億人。這些設備嚴重依賴各種半導體元件,例如微處理器、記憶體晶片、感測器和連接晶片,所有這些元件都是在矽晶圓上製造的。此外,矽晶圓製造商擴大應用包括5G、物聯網和人工智慧在內的新技術,這也刺激了對各種半導體裝置的需求。例如,2024年3月,Cerebras Systems推出了Wafer Scale Engine 3(WSE-3),這是一款革命性的AI晶圓級晶片,可取代WSE-2。該設備配備了使用 TSMS 5 奈米級製造方法製造的四兆個電晶體、44GB 片上 SRAM、125 FP16 PetaFLOPS 的峰值性能等。 Cebera 的 WSE-3 可用於訓練業內一些最強大的 AI 模型。除此之外,世界各地的政府機構和企業都在大力投資半導體製造業,以增強國內產能、促進創新和解決供應鏈漏洞。例如,2024 年 3 月,印度政府批准投資約 91,000 億盧比,由塔塔電子和台灣力晶半導體製造股份有限公司在古吉拉特邦 Dholera 成立合資企業,建立該國首個商業半導體製造廠或晶圓廠。這些投資將在可預見的未來繼續提升矽晶圓的採用率。
汽車工業的應用
汽車產業對矽晶圓的需求不斷成長是推動市場成長的關鍵因素之一。電動車的轉型和自動駕駛技術的發展需要先進的半導體元件。根據國際能源總署的數據,2023年電動車銷量約1,400萬輛,較去年同期成長35%。矽晶圓對於製造電動車動力總成、電池管理系統、感測器陣列和自動駕駛車載運算系統中使用的半導體裝置至關重要。例如,根據《晶圓世界》(Wafer World)的一篇文章,用於ADAS組件(包括攝影機、雷射雷達系統和雷達感測器)的積體電路(IC)的生產在很大程度上依賴矽晶圓。這些部件能夠實現自動緊急煞車、自適應巡航控制、車道維持輔助和行人識別等功能,使電動車更安全、更吸引買家。此外,世界各地的監管機構正在實施各種法規,以促進電動車(EV)的生產和普及,這進一步推動了對電動車組件中使用的矽晶圓的需求。此外,它們還向製造商提供補貼、貸款、稅收抵免或回扣,這些措施對矽晶圓價格趨勢產生了積極影響。例如,2024年2月,美國能源部(DOE)貸款計畫辦公室(LPO)宣布向SK Siltron CSS, LLC提供約5.44億美元的有條件貸款,用於擴大美國電動車(EV)電力電子設備用高品質碳化矽(SiC)晶圓的生產。
The global silicon wafer market size was valued at USD 27.8 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 46.71 Billion by 2033, exhibiting a CAGR of 5.64% during 2025-2033. Asia Pacific dominated the market, accounting for a share of 68.5% in 2024. The growing environmental concerns about high carbon emissions from fuel-based power plants, the rising installation of solar power plants, and the increasing demand for wireless computing devices represent some of the key factors driving the market.
The market is primarily driven by the growing demand for consumer electronics, especially smartphones, laptops, and tablets, which rely on advanced semiconductor chips. The expansion of 5G infrastructure, rising adoption of electric vehicles (EVs), and increased use of Internet of Things (IoT) devices are accelerating the need for more compact and efficient integrated circuits. Rapid advancements in artificial intelligence (AI) and data centers also push demand for high-performance processors and memory chips, boosting silicon wafer consumption. Additionally, the shift toward automation in manufacturing and increased investments in semiconductor fabrication facilities contribute to silicon wafer market growth. The trend toward smaller node technologies in chip design is increasing the usage of larger diameter wafers, further supporting volume growth and economies of scale in wafer production. These factors together are shaping the market's upward trajectory.
In the United States, growing investments are targeting capacity expansion and technological upgrades in silicon wafer manufacturing to support surging semiconductor demand. The focus is on scaling domestic production and enhancing service capabilities, driven by rising applications in AI, electric vehicles, and high-performance computing, highlighting the strategic importance of silicon wafers in advanced electronics. For instance, in November 2024, ZMC acquired a controlling interest in Pure Wafer, a major U.S.-based provider of silicon wafer solutions and services. The investment aims to expand Pure Wafer's capacity and advance its technology to meet growing semiconductor industry demands.
Expanding Use of GPS Tracking Systems
GPS tracking systems rely on GPS receiver chips, which are semiconductor devices manufactured on silicon wafers. The growing adoption of GPS tracking systems across various industries, including transportation, logistics, personal tracking, and sports, is acting as a significant growth-inducing factor. For instance, according to an article published by Lowry Solutions, the widespread implementation of global positioning system (GPS) technology revolutionized the transportation industry. Moreover, the global GPS tracking device market is expected to reach USD 7.80 Billion by 2032, growing at a CAGR of 11.4% during 2024-2032, as per a report by the IMARC Group. As a satellite navigation system, GPS delivers real-time location information upon request and enables the tracking of object movements. The logistics industry can benefit greatly from utilizing GPS tracking software, which includes RFID tracking devices, since it offers numerous advantages. It makes it easier to locate the car on a map, which improves customer satisfaction and operational effectiveness. This, in turn, leads to increased demand for silicon wafers used in the fabrication of these chips. Moreover, the development of more advanced GPS tracking systems requires higher-performance GPS chips with improved accuracy, sensitivity, and power efficiency. Semiconductor manufacturers are continuously innovating and developing new chip designs that utilize advanced manufacturing processes and materials. This drives the demand for specialized silicon wafers capable of meeting the stringent requirements of modern GPS chips. For instance, in January 2024, Nordic Semiconductor introduced a pre-certified development kit and system-in-package (SiP) chip, nRF9161, intended to power 5G non-cellular and cellular IoT technologies. Additionally, it exhibits excellent position tracking, a long battery life, and robust connectivity. It can also connect to LTE-M, NB-IoT, as well as DECT NR+ networks and provides assistance via the Nordic Developer Academy and their nRF Connect SDK. These innovations are expected to escalate the silicon wafer market demand over the forecasted period.
Rising Demand for Semiconductors
Based on the silicon wafer market forecast, the proliferation of smartphones, tablets, laptops, smartwatches, and other consumer electronic devices drives significant demand for semiconductor devices. For instance, according to Statista, the sales for consumer electronics are anticipated to reach approximately 9,014 million pieces by 2028. Moreover, global smartphone mobile network subscriptions accounted for 7 billion in 2023 and are expected to surpass roughly 7.7 billion by 2028. These devices rely heavily on various semiconductor components, such as microprocessors, memory chips, sensors, and connectivity chips, all of which are manufactured on silicon wafers. Apart from this, the growing applications of new technologies, including 5G, IoT, and artificial intelligence, by silicon wafer manufacturers are inflating the need for a diverse range of semiconductor devices. For instance, in March 2024, Cerebras Systems launched Wafer Scale Engine 3 (WSE-3), a revolutionary AI wafer-scale chip alternative to the WSE-2. The device is equipped with four trillion transistors created using TSMS's 5nm-class fabrication method, 44GB of on-chip SRAM, a peak performance of 125 FP16 PetaFLOPS, etc. Cebera's WSE-3 can be utilized to train some of the industry's most powerful AI models. Besides this, government bodies and companies worldwide are investing extensively in semiconductor manufacturing to enhance domestic capabilities, promote innovation, and address supply chain vulnerabilities. For instance, in March 2024, the government in India approved an investment of about Rs 91,000 Crore to set up the country's first commercial semiconductor fabrication plant or fab unit by a joint venture between Tata Electronics and Taiwan's Powerchip Semiconductor Manufacturing Corp at Dholera in Gujarat. These investments will continue to elevate the adoption of silicon wafers over the foreseeable future.
Applications in Automotive Industry
The rising demand for silicon wafers in the automotive industry is one of the key factors adding to the market growth. The transition toward electric vehicles and the development of autonomous driving technology require advanced semiconductor components. According to the International Energy Agency, approximately 14 million electric cars were sold in 2023, recording an increase of 35% in comparison to the previous year. Silicon wafers are essential for manufacturing the semiconductor devices used in electric vehicle powertrains, battery management systems, sensor arrays, and onboard computing systems for autonomous driving. For instance, according to an article published by Wafer World, the production of integrated circuits (ICs) for ADAS components, including cameras, LiDAR systems, and radar sensors, depends heavily on silicon wafers. These parts allow functions that make electric vehicles safer and more appealing to buyers, like autonomous emergency braking, adaptive cruise control, lane-keeping assistance, and pedestrian recognition. Apart from this, regulatory authorities around the world are implementing various regulations to boost the production and adoption of electric vehicles (EVs), which further drives the demand for silicon wafers used in EV components. In addition, they also offer subsidies, loans, tax credits, or rebates to manufacturers, which positively influence the silicon wafer price trends. For instance, in February 2024, the U.S. Department of Energy's (DOE) Loan Programs Office (LPO) announced a conditional commitment to SK Siltron CSS, LLC for an approximately USD 544 Million loan to expand manufacturing of high-quality silicon carbide (SiC) wafers for electric vehicle (EV) power electronics in the U.S.
300mm stands as the largest component in 2024, holding around 68.3% of the market. According to the silicon wafer market statistics, driven by the increasing demand for higher-performance semiconductors, which are essential for industries like electronics, automotive, and consumer goods. The 300mm wafers enable manufacturers to produce more chips per wafer, resulting in improved cost-efficiency and higher yields. Technological advancements in fabrication processes further support the growth of 300mm wafers, as they are compatible with the latest generation of integrated circuits and advanced packaging technologies. In April 2024, Renesas Electronics Corporation started its 300mm wafer fab for power semiconductors operations at its Kofu Factory, located in Kai City, Japan.
P-type leads the market with around 57.1% of the silicon wafer market share in 2024. P-type silicon wafers serve as the substrate for manufacturing integrated circuits (ICs). Additionally, these ICs are fundamental components in electronic devices, such as smartphones, computers, automotive electronics, etc. P-type wafers also provide the foundation for creating the necessary circuitry on the semiconductor material. The adoption of technologies, including electric vehicles (EVs), autonomous driving systems, and advanced driver assistance systems (ADAS), that rely on semiconductor components is bolstering the segment's growth. For instance, in March 2024, Imperial Solar Star, one of the solar manufacturers based in Cambodia, launched a P-type silicon wafer manufacturing plant.
Integrated circuits led the market with around 50.1% of the market share in 2024 due to their crucial role in modern electronic devices. As the demand for electronics like smartphones, computers, and consumer appliances increases, ICs are central to powering these technologies. Silicon wafers serve as the foundation for IC production, and their versatility in producing high-performance chips makes them indispensable. The rise of emerging technologies such as artificial intelligence, 5G, and the Internet of Things further drives the need for advanced ICs, which in turn boosts the demand for silicon wafers.
Solar leads the market with around 42.1% of the market share in 2024 due to the growing demand for renewable energy solutions. Silicon wafers are essential in the production of photovoltaic (PV) cells, which are the core components of solar panels. As global efforts to reduce carbon emissions intensify, the adoption of solar energy has surged, boosting the demand for high-quality silicon wafers. Technological advancements in solar cell efficiency and the scaling up of solar power installations worldwide further amplify this demand.
In 2024, Asia Pacific accounted for the largest silicon wafer market share of over 68.5%. According to the silicon wafer market outlook, the Asia Pacific region has been witnessing rapid industrialization and urbanization. This has led to an increased demand for electronic devices, semiconductors, and photovoltaic products. Moreover, the rising number of semiconductor manufacturing facilities and suppliers is also acting as another significant growth-inducing factor. For example, in February 2024, the Union Cabinet, chaired by the Prime Minister of India, approved the establishment of three semiconductor units under the Development of Semiconductors and Display Manufacturing Ecosystems in India. With the widespread adoption of advanced technologies, such as 5G, the Internet of Things (IoT), artificial intelligence (AI), and automotive electronics, there is a growing requirement for silicon wafers to produce integrated circuits, memory chips, sensors, and other semiconductor devices. For instance, in April 2024, Gstar launched the construction of a new silicon wafer facility in Jakarta, Indonesia, to drive technological innovation in the development of large-sized, thin-film, and fine-line silicon wafers.
United States Silicon Wafer Market Analysis
In 2024, the United States accounted for 84.4% of the market share in North America. The United States silicon wafer market is primarily driven by the growing demand for semiconductor devices across various industries such as electronics, automotive, telecommunications, and consumer goods. The increasing adoption of technologies such as artificial intelligence (AI) and the Internet of Things (IoT) has also significantly boosted the need for advanced semiconductors, which, in turn, fuels the demand for high-quality silicon wafers. Furthermore, the ongoing shift toward electric vehicles (EVs) and renewable energy systems, which require sophisticated power electronics, is significantly propelling industry expansion. According to recent industry reports, it is estimated that nearly 10% of the vehicles on American roads will be electric by 2030, equating to about 26.4 million EVs. Additionally, government initiatives aimed at strengthening domestic semiconductor production, such as the CHIPS Act, which provides incentives for U.S.-based semiconductor manufacturing, are expected to further enhance market development. Technological advancements in wafer production, including the development of larger-diameter wafers and the improvement of wafer-slicing techniques, are also contributing to industry expansion. Moreover, the increasing reliance on smartphones, computers, and consumer electronics, all of which depend on silicon-based components, continues to drive demand. As the global supply chain for semiconductors becomes more localized, the U.S. market is poised to see further growth.
Asia Pacific Silicon Wafer Market Analysis
The Asia Pacific silicon wafer market is expanding due to the region's increasing integration of advanced manufacturing techniques and automation in industries such as automotive, consumer electronics, and telecommunications. As automation and robotics become more prevalent, there is a rising demand for semiconductors that are essential for these technologies. For instance, in 2023, Asia accounted for 70% of all newly installed robots worldwide, as per the International Federation of Robotics (IFR). The robust expansion of the electric vehicle (EV) market in countries such as China and Japan is further boosting the demand for silicon wafers, as EVs rely heavily on power electronics. Additionally, the shift toward a more sustainable economy is also contributing to the growth of renewable energy solutions, which rely on advanced power management semiconductors made from silicon wafers. These factors, combined with the region's strategic supply chain and manufacturing dominance, continue to drive the market forward.
Europe Silicon Wafer Market Analysis
The Europe silicon wafer market is experiencing growth, fueled by the increasing demand for high-performance chips used in various applications such as automotive, medical devices, and renewable energy. One key driver is the shift toward the electrification of transportation, where silicon wafers are integral to power management systems in electric vehicles (EVs) and charging infrastructure. Moreover, Europe's strong commitment to sustainability and its goal to reduce carbon emissions has led to a higher demand for energy-efficient semiconductor devices, particularly in the context of smart grids and solar energy systems. The expansion of data centers and the growing need for energy-efficient devices in consumer electronics also contribute to industry expansion. According to a report published by the IMARC Group, the Europe data center market size is forecasted to grow at a CAGR of 9.23% during 2025-2033. Additionally, the rising trend of miniaturization in electronic devices is also contributing to the need for advanced silicon wafer technologies, as smaller and more efficient wafers are required for compact gadgets and wearables. The increasing focus on developing semiconductor fabrication capabilities within Europe, bolstered by public and private investments, is also helping to meet the region's demand and reduce reliance on external suppliers, thus supporting the expansion of the silicon wafer market in Europe.
Latin America Silicon Wafer Market Analysis
The Latin America silicon wafer market is significantly influenced by the region's expanding manufacturing and electronics industries. The rise in local production of consumer electronics, including smartphones, laptops, and wearables, is driving the demand for silicon wafers used in chips and processors. Additionally, the expansion of telecommunications infrastructure, particularly with the rollout of 5G networks, is increasing the demand for advanced semiconductors. As per recent industry reports, in Q3 2024, the number of 5G network connections in Latin America reached 67 million, recording a growth rate of 19%. Additionally, numerous governments in the region are promoting the development of the semiconductor industry through investments and incentives, supporting local manufacturing and reducing dependency on imports, which is further stimulating the Latin American silicon wafer market.
Middle East and Africa Silicon Wafer Market Analysis
The Middle East and Africa silicon wafer market is being propelled by growing investments in infrastructure and technology development across the region. As countries like the UAE and Saudi Arabia focus on diversifying their economies through digital transformation and smart cities, the demand for semiconductors, including silicon wafers, is rising. For instance, according to the IMARC Group, the Saudi Arabia smart cities market is expected to grow at a CAGR of 9.2% during 2025-2033. Additionally, increasing initiatives in renewable energy, particularly solar power, demand efficient power management systems, driving the need for advanced semiconductor components. As such, the Middle East renewable energy market is projected to grow at a CAGR of 13.53% during 2024-2032. Government-backed projects and investments in technology innovation hubs, stimulating the semiconductor industry in the region, are also among the significant silicon wafer market trends.