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市場調查報告書
商品編碼
1764902
2031年亞太地區3D堆疊市場預測-依互連技術、設備類型和最終用戶進行的區域分析Asia Pacific 3D Stacking Market Forecast to 2031 - Regional Analysis by Interconnecting Technology, Device Type, and End User |
2023 年亞太 3D 堆疊市場價值為 6.9932 億美元,預計到 2031 年將達到 23.5245 億美元;預計 2023 年至 2031 年的複合年成長率為 16.4%。
高頻寬記憶體需求激增推動亞太3D堆疊市場發展
高頻寬記憶體 (HBM) 透過垂直堆疊大量動態隨機存取記憶體 (DRAM) 達到極高的密度,具有快速資料處理和低功耗的特性。它在高效能運算 (HPC) 中至關重要,例如生成式人工智慧,這需要以極快的速度處理大量資料。三星電子 12 層堆疊 HBM 採用新一代 3D 堆疊封裝技術來提高效能和產量。 HBM3 的處理速度為 6.4Gbps,頻寬為 819 GB/s,比上一代 DRAM 快 1.8 倍,同時功耗降低 10%。高效能運算應用對 HBM 的需求鼓勵市場參與者增加產量。例如,2024 年 3 月,SK 海力士公司開始量產最新的超高性能人工智慧記憶體產品 HBM3E1。 HBM3E 專為快速處理大量資料的人工智慧系統而設計。高頻寬記憶體被電信、汽車、醫療保健和製造業等各行業用於高速資料處理。
HBM 採用 3D 堆疊技術,允許使用稱為矽通孔 (TSV) 的垂直通道堆疊多層晶片。這使得更多的記憶體晶片能夠被封裝到更小的空間內,從而最大限度地縮短了資料在記憶體和處理器之間傳輸的距離。 HBM 可以為使用者帶來永續的益處,從而延長電池壽命並降低能耗。這有助於用戶減少在記憶體和處理器之間傳輸資料所需的功率。因此,高速資料處理和低功耗記憶體需求的激增預計將在預測期內為 3D 堆疊市場的成長創造豐厚的商機。
亞太地區3D堆疊市場概覽
在亞太地區,中國是最大的消費性電子設備製造商。根據日經新聞報道,我國政府已投資3,270億美元,計畫於2023年擴大國內電子市場。印度政府也計劃擴大其電子市場。此外,亞太地區的電子產業佔亞太地區出口總額的20-50%。智慧音箱、家庭助理和智慧相機利用3D堆疊記憶體和處理器來增強效能和功能,同時保持較小的佔用空間。由於亞太地區是最大的電子產品製造商,預計預測期內對3D堆疊的需求將會上升。
亞太地區 3D 堆疊市場收入及預測(2031 年)(百萬美元)
亞太地區3D堆疊市場細分
亞太 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,亞太地區3D堆疊市場細分為矽通孔技術、單晶片3D整合技術及3D混合鍵結技術。 2023年,矽通孔技術佔據了最大的市場。
按設備類型分類,亞太地區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,亞太地區3D堆疊市場細分為消費性電子、電信、汽車、製造、醫療保健等。消費電子領域在2023年佔據了最大的市場。
依國家分類,亞太地區 3D 堆疊市場分為印度、中國大陸、日本、韓國、台灣、澳洲和亞太其他地區。 2023 年,台灣佔據了亞太地區 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 公司和格芯公司是亞太地區 3D 堆疊市場的一些領先公司。
The Asia Pacific 3D stacking market was valued at US$ 699.32 million in 2023 and is expected to reach US$ 2,352.45 million by 2031; it is expected to record a CAGR of 16.4% from 2023 to 2031.
Surge in Demand for High-Bandwidth Memory Fuels Asia Pacific 3D Stacking Market
High-bandwidth memory (HBM), which reaches extremely high density by stacking numerous dynamic random-access memory (DRAMs) vertically, is distinguished by rapid data processing and low power consumption. It is essential in high-performance computing (HPC), such as generative AI, which requires processing enormous amounts of data at significantly fast speeds. Samsung Electronics 12-layer stacked HBM uses next-generation 3D stacking packaging technique to boost performance and yield. With a processing speed of 6.4Gbps and a bandwidth of 819 GB/s, HBM3 is 1.8 times faster than the previous-generation DRAM while using 10% less power. The demand for HBM in high-performance computing applications encourages market players to increase their production. For instance, in March 2024, SK HYNIX INC started volume production of HBM3E1, the newest AI memory product with ultra-high performance. HBM3E is designed for an AI system that processes a huge amount of data quickly. The high-bandwidth memory is used by various industries, including telecommunication, automotive, healthcare, and manufacturing, for high-speed data processing.
HBM utilizes 3D stacking technology, allowing the stacking of multiple layers of chips using vertical channels known as through-silicon vias (TSVs). This enables a greater number of memory chips to be packed into a smaller space, minimizing the distance data must travel between the memory and processor. HBM can help lengthen battery life and reduce energy consumption by offering sustainable benefits to users. This supports users in decreasing the amount of power required to transmit data between memory and processor. Therefore, the surge in demand for high-speed data processing and low-power consumption memories is expected to create lucrative opportunities for the 3D stacking market growth during the forecast period.
Asia Pacific 3D Stacking Market Overview
In Asia Pacific, China is the largest manufacturer of consumer electronic devices. According to Nikkei Inc., the Government of China expanded the country's domestic electronic market by investing US$ 327 billion till 2023. The Government of India also aims to expand the electronics market in the country. Furthermore, the electronics sector in Asia Pacific accounts for 20-50% of Asia Pacific's total value of exports. Smart speakers, home assistants, and smart cameras utilize 3D stacked memory and processors to enhance performance and features while maintaining a small footprint. As Asia Pacific is the largest electronic manufacturer, the demand for 3D stacking is expected to rise during the forecast period.
Asia Pacific 3D Stacking Market Revenue and Forecast to 2031 (US$ Million)
Asia Pacific 3D Stacking Market Segmentation
The Asia Pacific 3D stacking market is categorized into interconnecting technology, device type, end user, and country.
Based on interconnecting technology, the Asia Pacific 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 Asia Pacific 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 Asia Pacific 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 Asia Pacific 3D stacking market is segmented into India, China, Japan, South Korea, Taiwan, Australia, and the Rest of Asia Pacific. Taiwan dominated the Asia Pacific 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 Asia Pacific 3D stacking market.