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市場調查報告書
商品編碼
1764901
2031 年北美 3D 堆疊市場預測 - 按互連技術、設備類型和最終用戶進行的區域分析North America 3D Stacking Market Forecast to 2031 - Regional Analysis by Interconnecting Technology, Device Type, and End User |
2023 年北美 3D 堆疊市場價值為 5.3848 億美元,預計到 2031 年將達到 19.0441 億美元;預計 2023 年至 2031 年複合年成長率將達到 17.1%。
消費性電子產品需求成長推動北美3D堆疊市場
隨著智慧型手機、平板電腦、智慧型手錶和攜帶式設備等外觀時尚、功能豐富且節能的電子產品需求日益成長,製造商面臨著提供緊湊型高性能解決方案的巨大壓力。例如,據估計,2023年第四季智慧型手機的初步出貨量為3.28億部,較2022年第四季成長8.6%,成為自2021年第二季以來首次大幅成長的季度。全球消費者正廣泛使用智慧型手機進行購物、通訊、娛樂和其他用途。這些設備採用3D堆疊晶片封裝,這正在徹底改變其設計和功能。 3D堆疊晶片封裝能夠在不影響效能的情況下顯著縮小尺寸。透過垂直堆疊多層積體電路,該技術能夠在緊湊的空間內平滑整合各種組件。這種整合不僅簡化了設計和組裝流程,還使製造商能夠打造更輕薄、更美觀的設備,以滿足消費者不斷變化的偏好。
透過 3D 堆疊晶片封裝實現的增強性能在滿足現代消費性電子產品日益成長的性能需求方面發揮著重要作用。從智慧型手機的高級影像處理到智慧型手錶的即時資料分析,對高效且強大的半導體解決方案的需求至關重要。透過利用 3D 堆疊技術,製造商可以以垂直互連的方式整合記憶體、邏輯和感測器組件,從而在保持緊湊外形的同時增強處理能力。因此,對採用 3D 堆疊技術的消費性電子產品的需求不斷成長,正在推動北美 3D 堆疊市場規模的不斷成長。
北美3D堆疊市場概覽
消費性電子產業的蓬勃發展是北美 3D 堆疊市場的重要驅動力。隨著消費者追求更小巧、更便攜的電子設備,對記憶體等緊湊高效電源的需求也顯著成長。此外,物聯網和智慧型裝置的普及是推動北美 3D 堆疊市場發展的另一個關鍵因素。物聯網設備(包括穿戴式裝置、感測器和連網裝置)依賴小巧可靠的電源。智慧手錶、健身追蹤器和其他穿戴式裝置受益於 3D 堆疊技術,因為它將感測器、處理器和記憶體等多種功能整合在一個緊湊的外形中。 3D 堆疊組件降低的功耗延長了穿戴式裝置的電池壽命。
物聯網設備在醫療保健和汽車等各行各業的日益普及,為3D堆疊供應商創造了巨大的機會。此外,北美對MEMS和感測器需求的成長也為從事晶片、晶圓和覆晶鍵合機製造的市場領導者創造了機遇,從而推動了3D堆疊的需求。汽車和電子設備使用率的提高刺激了對MEMS感測器的需求,預計這將在預測期內推動北美3D堆疊市場的發展。
北美 3D 堆疊市場收入及預測(至 2031 年)(百萬美元)
北美3D堆疊市場細分
北美 3D 堆疊市場分為互連技術、設備類型、最終用戶和國家。
根據互連技術,北美3D堆疊市場細分為矽通孔互連、單晶片3D整合和3D混合鍵結。矽通孔互連在2023年佔據了最大的市場。
按設備類型分類,北美3D堆疊市場細分為儲存設備、微機電系統/感測器、LED、成像和光電子裝置以及其他。儲存設備領域在2023年佔據了最大的市場佔有率。
從終端用戶來看,北美3D堆疊市場細分為消費性電子、電信、汽車、製造、醫療保健等。消費性電子領域在2023年佔據了最大的市場。
按國家/地區分類,北美 3D 堆疊市場分為美國、加拿大和墨西哥。 2023 年,美國佔據了北美 3D 堆疊市場佔有率的主導地位。
台灣半導體製造有限公司、三星電子有限公司、英特爾公司、聯發科技公司、德州儀器公司、安靠科技公司、日月光科技控股有限公司、超微半導體公司、3M 公司和格芯公司是北美 3D 堆疊市場的一些領先公司。
The North America 3D stacking market was valued at US$ 538.48 million in 2023 and is expected to reach US$ 1,904.41 million by 2031; it is anticipated to reach a CAGR of 17.1% from 2023 to 2031.
Rising Demand for Consumer Electronics Fuels North America 3D Stacking Market
The proliferating demand for sleek, feature-rich, and power-efficient gadgets such as smartphones, tablets, smartwatches, and portable devices has led to immense pressure on manufacturers to deliver compact, high-performance solutions. For instance, according to estimates, the preliminary shipment of smartphones was 328 million units in the fourth quarter of 2023. This represents 8.6% gain over 4Q22, establishing 4Q23 as the first quarter to show major growth since 2Q21. Consumers across the globe are highly adopting smartphones for shopping, communication, entertainment, and other purposes. These devices use 3D stacked die packaging, which is revolutionizing their designs and functionality. 3D stacked die packaging is capable of significantly reducing form factors without compromising performance. By vertically stacking multiple layers of integrated circuits, this technology allows for the smooth integration of diverse components within a compact space. This consolidation not only streamlines the design and assembly processes but also enables manufacturers to create thin, more aesthetically appealing devices that align with the evolving preferences of consumers.
The enhanced performance achieved through 3D stacked die packaging plays a major role in meeting the escalating performance demands of modern consumer electronics. From advanced image processing in smartphones to real-time data analysis in smartwatches, the need for efficient and powerful semiconductor solutions is paramount. By leveraging 3D stacking technology, manufacturers can integrate memory, logic, and sensor components in a vertically interconnected manner, thereby enhancing processing capabilities while maintaining a compact form factor. Thus, the rising demand for consumer electronics that utilize 3D stacking technology is contributing to the growing North America 3D stacking market size.
North America 3D Stacking Market Overview
The rising consumer electronics industry is a significant driver for the 3D stacking market in North America. As consumers seek smaller and more portable electronic devices, the need for compact and efficient power sources, such as memories, has significantly grown. Furthermore, the proliferation of IoT and smart devices is another crucial factor propelling the 3D stacking market in North America. IoT devices, including wearables, sensors, and connected devices, rely on small and reliable power sources. Smartwatches, fitness trackers, and other wearables benefit from 3D stacking by integrating multiple functionalities in a compact form factor, including sensors, processors, and memory. The reduced power consumption from 3D stacked components extends the battery life of wearable devices.
The increasing adoption of IoT devices across various industries, such as healthcare and automotive, creates immense opportunities for 3D stacking providers. Moreover, the rise in demand for MEMS and sensors in North America has also created opportunities for market leaders engaged in the manufacturing of die, wafer, and flip-chip bonders, which boosts the requirement for 3D stacking. The rising utilization of vehicles and electronic devices fuels the demand for MEMS sensors, which is expected to fuel the 3D stacking market in North America during the forecast period.
North America 3D Stacking Market Revenue and Forecast to 2031 (US$ Million)
North America 3D Stacking Market Segmentation
The North America 3D stacking market is categorized into interconnecting technology, device type, end user, and country.
Based on interconnecting technology, the North America 3D stacking market is segmented into through-silicon via, monolithic 3D integration, and 3D hybrid bonding. The through-silicon via segment held the largest market share in 2023.
By device type, the North America 3D stacking market is segmented into memory devices, mems/sensors, LEDs, imaging & optoelectronics, and others. The memory devices segment held the largest market share in 2023.
In the terms of end user, the North America 3D stacking market is segmented into consumer electronics, telecommunication, automotive, manufacturing, healthcare, and others. The consumer electronics segment held the largest market share in 2023.
By country, the North America 3D stacking market is segmented into the US, Canada, and Mexico. The US dominated the North America 3D stacking market share in 2023.
Taiwan Semiconductor Manufacturing Co Ltd; Samsung Electronics Co Ltd; Intel Corp; MediaTek Inc.; Texas Instruments Inc; Amkor Technology Inc; ASE Technology Holding Co Ltd; Advanced Micro Devices Inc.; 3M Co.; and Globalfoundries Inc are some of the leading companies operating in the North America 3D stacking market.