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市場調查報告書
商品編碼
1716323
2032 年半導體晶圓市場預測:按晶圓類型、晶圓尺寸、銷售管道、應用、最終用戶和地區進行的全球分析Semiconductor Wafer Market Forecasts to 2032 - Global Analysis By Wafer Type (Silicon Wafers, Gallium Arsenide (GaAs) Wafers, Silicon Carbide (SiC) Wafers and Other Wafer Types), Wafer Size, Sales Channel, Application, End User and By Geography |
根據 Stratistics MRC 的數據,預計 2025 年全球半導體晶圓市場規模將達到 242.8 億美元,到 2032 年將達到 408.5 億美元,預測期內複合年成長率為 7.71%。
半導體材料(通常是矽)的薄而扁平的切片被稱為半導體晶片,是製造積體電路和其他微型設備的基礎材料。半導體晶圓作為基板,採用沉積、蝕刻和摻雜等技術製造微電子元件。晶圓在無塵室中經過多道工序,製成電晶體、二極體和其他電子元件。然後將這些部件切碎並組裝微晶片,用於電腦、智慧型手機、汽車系統和其他電子設備。
根據資訊科技與創新基金會的數據,2022 年提交的半導體專利中約有 55% 將來自中國。
智慧型設備和物聯網的普及
這些技術需要小型、功能強大的處理器,從而推動晶圓製造和設計的改進。醫療保健、汽車和智慧家庭等領域的物聯網應用需要高效、低功耗的半導體。隨著連接變得越來越重要,越來越多的感測器和微控制器被安裝到日常物品中。這將導致生產更先進的邏輯電路和專用晶圓,例如SOI(絕緣體上矽)。因此,半導體晶圓市場正隨著物聯網生態系統的成長而穩定成長。
供應鏈中斷
晶圓製造時程受到矽等原料短缺造成的瓶頸影響。港口擁擠和運輸延誤等物流問題阻礙了晶圓的有效分銷。這些中斷導致製造商產生更高的成本,而這些成本通常會轉嫁給客戶。此外,供應鏈的不確定性可能會阻礙對新半導體技術的投資。畢竟,半導體產業依賴全球供應鏈,因此很容易受到外部干擾的影響,從而減緩整體市場的成長。
擴大可再生能源
半導體對於太陽能電池板和風力發電機的電力轉換和能源儲存系統至關重要。此外,節能基礎設施和智慧電網支出的增加也推動了對高性能晶圓的需求。在可再生能源系統中,半導體促進高效率的能源傳輸、監控和控制。再生能源來源電力電子技術的進步也需要高品質的晶圓來提高耐用性和效率。隨著對可再生能源技術的依賴性不斷增強,半導體晶圓市場正在迅速擴張。
技術創新迅速
隨著技術的進步,現有的機器和程序可能會變得過時,需要對新的製造能力進行大量投資。晶圓的供應可能會受到供應鏈中斷和生產延遲的影響。此外,技術的快速進步往往會給公司帶來壓力,迫使他們達到新的性能標準,從而減少適應的時間。未來趨勢的不確定性可能會造成市場不確定性並阻礙投資。最後但同樣重要的一點是,由於管理新技術需要專業技能,該行業可能會面臨人才減少和人事費用增加的問題。
COVID-19的影響
新冠疫情擾亂了半導體晶圓市場,導致供應鏈中斷、工廠停工和勞動力短缺。需求波動,尤其是汽車和家電領域的需求波動,進一步影響了生產。然而,隨著遠距工作和數位轉型推動電子產品需求,市場開始復甦,增加了對半導體的需求。晶圓市場對此作出反應,擴大了產能,並在 2021 年中期出現明顯復甦,尤其是在全球電子設備需求激增的情況下。
半導體製造商部門預計將成為預測期內最大的部門
由於對先進和小型化電子元件的需求不斷增加,預計半導體製造商部門將在預測期內佔據最大的市場佔有率。由於製造商不斷投入研發資金來提高晶片效能和效率,晶圓消耗量不斷上升。人工智慧、5G、物聯網等技術的出現,進一步加速了優質晶圓的需求。透過與領先製造商建立策略聯盟並提高生產能力,還可以確保晶圓的穩定供應。這個充滿活力的細分市場對於滿足全球半導體需求和推動市場擴張至關重要。
預計矽晶圓市場在預測期內將以最高複合年成長率成長
由於矽晶片在積體電路和電子設備製造中的廣泛應用,預計預測期內矽晶片領域將出現最高的成長率。矽優異的電學性能使其成為晶片製造的理想材料。智慧型手機、消費性電子產品和汽車電子產品的需求不斷成長,推動了對高品質矽晶圓的需求。更小、更有效率的處理器的開發等技術突破進一步推動了該市場的擴張。此外,人工智慧、物聯網和5G技術的發展正在增加對矽基半導體的需求。
由於對電子、汽車和通訊產品的需求不斷增加,預計亞太地區將在預測期內佔據最大的市場佔有率。中國、日本、韓國和台灣等主要國家佔據市場主導地位,其中台灣的半導體產業,尤其是台積電,是主要參與者。該地區對 5G 技術、人工智慧和物聯網設備的投資不斷成長,進一步推動了對先進晶圓技術的需求。此外,有利的政府政策、製造設施的擴張和技術創新幫助亞太地區鞏固了其作為全球半導體生產領導者的地位。
預計北美地區在預測期內將呈現最高的複合年成長率。這是由於汽車、通訊和家電等領域的技術不斷創新。該地區是許多半導體製造商的所在地,並且正在增加對研發的投資,從而提高生產能力。此外,人工智慧、5G技術和物聯網(IoT)的發展進一步推動了市場擴張。北美對永續和高效半導體製造的關注正在塑造其在全球市場上的競爭地位。
According to Stratistics MRC, the Global Semiconductor Wafer Market is accounted for $24.28 billion in 2025 and is expected to reach $40.85 billion by 2032 growing at a CAGR of 7.71% during the forecast period. A thin, flat slice of semiconductor material, usually silicon, known as a semiconductor wafer, serves as the building block for the creation of integrated circuits and other microdevices. It acts as a substrate for the construction of microelectronic components using techniques like stacking, etching, and doping. To make transistors, diodes, and other electronic components, wafers go through a number of processes in cleanroom settings. Later, these parts are chopped up and assembled into microchips, which are utilised in electronics like computers, smartphones, and car systems.
According to the Information Technology & Innovation Foundation, around 55% of the semiconductor patents filed in 2022 were presented by China.
Proliferation of smart devices and IoT
Compact, high-performance processors are needed for these technologies, which propel improvements in wafer production and design. Effective, low-power semiconductors are required for Internet of Things applications in sectors like healthcare, automotive, and smart homes. More sensors and microcontrollers are being included into commonplace items as connectivity becomes more and more important. As a result, more sophisticated logic circuits and specialised wafers like SOI (Silicon-on-Insulator) are produced. Consequently, the market for semiconductor wafers grows steadily in tandem with the growing Internet of Things ecosystem.
Supply chain disruptions
Timelines for wafer manufacture are impacted by bottlenecks caused by shortages of raw materials like silicon. The efficient distribution of wafers is hampered by logistical problems such port congestion and transportation delays. Manufacturers incur higher expenses as a result of these disruptions, and these costs are frequently transferred to customers. Furthermore, investments in novel semiconductor technology may be deterred by supply chain uncertainty. In the end, the semiconductor sector is susceptible to external interruptions due to its reliance on a worldwide supply chain, which slows down market growth overall.
Expansion of renewable energy
Semiconductors are essential to the power conversion and energy storage systems of solar panels and wind turbines. High-performance wafers are also becoming more and more necessary as expenditures in energy-efficient infrastructure and smart grids increase. In renewable energy systems, semiconductors facilitate effective energy transmission, monitoring, and control. High-quality wafers are also necessary for advancements in power electronics for renewable energy sources in order to improve durability and efficiency. The market for semiconductor wafers is expanding more quickly as a result of renewable energy's increasing reliance on technology.
Rapid technological changes
Existing machinery and procedures could become outdated as technology advances, necessitating a large investment in new manufacturing capacity. Wafer availability may be impacted by supply chain disruptions and production delays. Furthermore, businesses are under more pressure to reach new performance criteria due to rapid technological improvements, frequently with less time for adaptation. Future trend uncertainty might discourage investment by creating market uncertainty. Last but not least, the industry may see a reduction in talent and an increase in labour expenses due to the requirement for specialised skills to manage new technology.
Covid-19 Impact
The COVID-19 pandemic disrupted the semiconductor wafer market by causing supply chain disruptions, factory shutdowns, and labour shortages. Demand fluctuations, especially in automotive and consumer electronics sectors, further impacted production. However, the market rebounded as remote work and digital transformation drove demand for electronics, increasing the need for semiconductors. The wafer market adapted with enhanced production capacities, and by mid-2021, a recovery trend was evident, especially as global demand for electronic devices surged.
The semiconductor manufacturers segment is expected to be the largest during the forecast period
The semiconductor manufacturers segment is expected to account for the largest market share during the forecast period, due to increased demand for advanced and miniaturized electronic components. Wafer consumption rises as a result of manufacturers' constant R&D investments to improve chip performance and efficiency. The demand for premium wafers is further accelerated by the emergence of technologies like AI, 5G, and IoT. A consistent supply of wafers is also guaranteed by strategic alliances and capacity increases by top producers. This vibrant market segment is essential to satisfying the demand for semiconductors worldwide and driving market expansion.
The silicon wafers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the silicon wafers segment is predicted to witness the highest growth rate, due to its widespread use in manufacturing integrated circuits and electronic devices. Silicon is the material of choice for chip manufacturing because of its superior electrical qualities. The need for premium silicon wafers is increased by the rising demand for smartphones, consumer electronics, and automotive electronics. Technological developments, such the creation of more compact and effective processors, further quicken the expansion of this market. Furthermore, the need for silicon-based semiconductors is growing as a result of the development of AI, IoT, and 5G technologies.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to the increasing demand for electronics, automotive, and telecommunications products. Major countries like China, Japan, South Korea, and Taiwan dominate the market, with Taiwan's semiconductor industry, particularly TSMC, being a key player. The region's growing investments in 5G technology, AI, and IoT devices further drive the demand for advanced wafer technologies. Additionally, favorable government policies, expanding manufacturing facilities, and technological innovations are strengthening Asia Pacific's position as a global leader in semiconductor production.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to the ongoing technological innovations in sectors like automotive, telecommunications, and consumer electronics. The region's strong presence of semiconductor manufacturers, along with increasing investments in research and development, has boosted production capabilities. Additionally, the growth of artificial intelligence, 5G technology, and the Internet of Things (IoT) is further propelling market expansion. North America's focus on sustainable and efficient semiconductor manufacturing is shaping its competitive edge in the global market.
Key players in the market
Some of the key players profiled in the Semiconductor Wafer Market include TSMC, Samsung Electronics, Intel Corporation, GlobalFoundries, SMIC, UMC, Powerchip Semiconductor Manufacturing Corp. (PSMC), Tower Semiconductor, Shin-Etsu Chemical, Sumco Corporation, Siltronic AG, GlobalWafers Co., Ltd., SK Siltron, ASML Holding, Applied Materials, Tokyo Electron, Lam Research and KLA Corporation.
In June 2024, TSMC's affiliate, Vanguard International Semiconductor (VIS), partnered with NXP Semiconductors to establish a joint venture named VisionPower Semiconductor Manufacturing Company (VSMC). The facility aims to produce semiconductors using process technologies licensed from TSMC, targeting markets such as automotive, industrial, consumer, and mobile sectors.
In April 2024, TSMC announced an expanded partnership with Microchip Technology to enhance manufacturing capacity for specialized 40nm processes. This collaboration focuses on strengthening supply chain resiliency and supporting Microchip's strategic goals by leveraging TSMC's advanced manufacturing capabilities.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.