東南アジア3ヶ国の半導体産業クラスター

世界の半導体サプライチェーンの多様化の動向がますます顕著になるにつれて、東南アジアは巨額の国際投資を引き付けています。その理由として、アジア・欧州市場を結ぶ有利な地理的位置や、比較的低い労働コスト、政策的支援などが挙げられます。シンガポール・マレーシア・ベトナムは東南アジア半導体産業の3つの重要なハブとして台頭し、それぞれが独自の産業クラスターと戦略的地位を発展させています。当レポートは、東南アジアの半導体産業の概観を分析すると共に、これら3ヶ国の半導体クラスターの分布状況を調査しております。

目次

第1章 東南アジアの半導体産業の発展

第2章 主要国における半導体産業クラスターの分布

• シンガポール
• マレーシア
• ベトナム
  • 北部地域
  • 南部地域
  • 台湾の大手半導体企業のベトナム進出

第3章 MICの見解

• 東南アジアの主要国での半導体開発：シンガポール、マレーシア、ベトナム
• 台湾企業の東南アジア投資の鍵となる要素：人材、環境、顧客の需要

付録

• 企業一覧

List of Figures

• Figure 1: Regional Distribution of Foreign Direct Investment in Developing Economies, 2021-2022
• Figure 2: Changes in Foreign Direct Investment in Singapore, Malaysia, and Vietnam, 2021-2022
• Figure 3: Major Industrial Parks by Region in Singapore
• Figure 4: IC Design, IC Equipment, and IC Material Industry Landscape in Singapore
• Figure 5: IDM, IC Manufacturing, and IC Packaging and Testing Industry Landscape in Singapore
• Figure 6: Major Industrial Parks by Region in Malaysia
• Figure 7: Landscape of Major Industrial Parks, Airports, and Ports in Northern Peninsula Malaysia
• Figure 8: IC Design, IC Equipment, and IC Materials Industry Landscape in Malaysia
• Figure 9: IDM, IC Design, IC Packaging and Testing Industry Landscape in Malaysia
• Figure 10: Major Industrial Parks by Region in Vietnam
• Figure 11: Semiconductor Industry Landscape in Vietnam

As the trend of diversifying global semiconductor supply chains becomes increasingly prominent, Southeast Asia has attracted substantial international investment. This is due to its advantageous geographical location connecting the Asia-Europe markets, relatively low labor costs, and supportive policies. Singapore, Malaysia, and Vietnam have emerged as three key hubs in the Southeast Asian semiconductor industry, each developing unique industry clusters and strategic positions. This report provides an overview of the Southeast Asian semiconductor industry and explores the distribution of semiconductor clusters across these three countries.

Table of Contents

1. Semiconductor Industry Development in Southeast Asia

2. Distribution of Semiconductor Industry Clusters in Key Countries

• 2.1 Singapore
• 2.2 Malaysia
• 2.3 Vietnam
  • 2.3.1 Northern Region
  • 2.3.2 Southern Region
  • 2.3.3 Deployment of Major Taiwanese Semiconductor Companies in Vietnam

3. MIC Perspecitve

• 3.1 Key Southeast Asian Countries for Semiconductor Development: Singapore, Malaysia, and Vietnam
• 3.2 Key Factors for Taiwanese Firms' Southeast Asian Investment: Talent, Environment, Customer Demand

Appendix

• List of Companies