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市場調査レポート
商品コード
1801231
シリコンウェーハの市場規模、シェア、動向、予測:ウェーハサイズ別、タイプ別、用途別、最終用途別、地域別、2025年~2033年Silicon Wafer Market Size, Share, Trends and Forecast by Wafer Size, Type, Application, End Use, and Region, 2025-2033 |
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シリコンウェーハの市場規模、シェア、動向、予測:ウェーハサイズ別、タイプ別、用途別、最終用途別、地域別、2025年~2033年 |
出版日: 2025年08月01日
発行: IMARC
ページ情報: 英文 138 Pages
納期: 2~3営業日
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シリコンウェーハの世界市場規模は2024年に278億米ドルとなりました。今後、IMARC Groupは、同市場が2033年までに467億1,000万米ドルに達し、2025~2033年のCAGRは5.64%になると予測しています。アジア太平洋地域が市場を独占し、2024年には68.5%のシェアを占めました。燃料を使用する発電所から排出される二酸化炭素の多さに対する環境問題の高まり、太陽光発電所の設置の増加、ワイヤレスコンピューティングデバイスの需要の増加が、市場を牽引する主な要因のいくつかです。
特にスマートフォン、ノートパソコン、タブレット端末など、高度な半導体チップに依存する民生用電子機器の需要拡大が市場を牽引しています。5Gインフラの拡大、電気自動車(EV)の普及台数増加、モノのインターネット(IoT)機器の使用増加により、より小型で効率的な集積回路へのニーズが加速しています。人工知能(AI)やデータセンターの急速な進歩も、高性能プロセッサやメモリチップの需要を押し上げ、シリコンウェーハの消費を押し上げています。さらに、製造の自動化へのシフトと半導体製造設備への投資の増加がシリコンウェーハ市場の成長に寄与しています。チップ設計の小ノード化の動向は、大口径ウエハーの使用を増加させ、ウエハー生産における量的成長と規模の経済をさらに後押ししています。これらの要因が相俟って、市場の上昇軌道が形成されています。
米国では、半導体需要の急増を支えるため、シリコンウェーハ製造の能力拡大と技術的アップグレードを目標に投資が拡大しています。AI、電気自動車、高性能コンピューティングにおけるアプリケーションの増加により、国内生産の拡大とサービス能力の強化に重点が置かれており、先端エレクトロニクスにおけるシリコンウエハーの戦略的重要性が浮き彫りになっています。例えば、ZMCは2024年11月、米国を拠点とするシリコンウェーハソリューションとサービスの大手プロバイダーであるピュアウエハーの支配権を取得しました。この投資は、ピュアウエハーの生産能力を拡大し、半導体業界の高まる需要に対応できるよう、その技術を進化させることを目的としています。
GPS追跡システムの利用拡大
GPS追跡システムは、シリコンウエハー上で製造される半導体デバイスであるGPSレシーバーチップに依存しています。輸送、物流、個人追跡、スポーツなど、さまざまな業界でGPS追跡システムの採用が拡大していることが、大きな成長促進要因となっています。たとえば、Lowry Solutionsが発表した記事によると、全地球測位システム(GPS)技術の広範な導入は、輸送業界に革命をもたらしました。また、IMARC Groupのレポートによると、世界のGPS追跡装置市場は、2024年から2032年の間に11.4%のCAGRで成長し、2032年までに78億米ドルに達すると予想されています。衛星ナビゲーションシステムであるGPSは、要求に応じてリアルタイムの位置情報を提供し、物体の動きの追跡を可能にします。物流業界は、RFIDトラッキングデバイスを含むGPSトラッキングソフトウェアを利用することで、多くのメリットを得ることができます。地図上で車の位置を簡単に特定できるため、顧客満足度と業務効率が向上します。これは、順番に、これらのチップの製造に使用されるシリコンウエハーの需要の増加につながります。さらに、より高度なGPS追跡システムの開発には、精度、感度、電力効率が向上した高性能のGPSチップが必要です。半導体メーカーは、先進的な製造プロセスや材料を利用した新しいチップ設計を継続的に革新・開発しています。このため、最新のGPSチップの厳しい要件を満たすことができる特殊なシリコンウエハーの需要が高まっています。たとえば、ノルディックセミコンダクターは2024年1月、5G非セルラーおよびセルラーIoT技術を搭載することを目的とした事前認証済みの開発キットおよびシステム・イン・パッケージ(SiP)チップ、nRF9161を発表しました。nRF9161は、5G非セルラーおよびセルラーIoT技術に電力を供給することを目的とし、さらに、優れた位置追跡、長いバッテリー寿命、堅牢な接続性を備えています。また、LTE-M、NB-IoT、DECT NR+ネットワークにも接続可能で、Nordic Developer Academyと同社のnRF Connect SDKを通じてサポートを提供します。これらの技術革新は、予測期間中にシリコンウェーハ市場の需要を拡大すると予想されます。
半導体需要の高まり
シリコンウェーハ市場予測によると、スマートフォン、タブレット、ラップトップ、スマートウォッチ、その他の民生用電子機器の普及は、半導体デバイスに対する大きな需要を牽引しています。例えば、Statistaによると、民生用電子機器の売上は2028年までに約90億1,400万個に達すると予測されています。さらに、世界のスマートフォンモバイルネットワーク加入数は2023年に70億を占め、2028年にはおよそ77億を超えると予想されています。これらのデバイスは、マイクロプロセッサー、メモリーチップ、センサー、接続チップなど、さまざまな半導体部品に大きく依存しており、これらはすべてシリコンウエハー上で製造されます。これとは別に、シリコンウェーハメーカーによる5G、IoT、人工知能を含む新技術の応用拡大が、多様な半導体デバイスの必要性を膨らませています。例えば、セレブラスシステムズは2024年3月、WSE-2に代わる画期的なAIウエハースケールチップ「ウエハースケールエンジン3(WSE-3)」を発表しました。このデバイスは、TSMSの5nmクラスの製造方法で作成された4兆個のトランジスタ、44GBのオンチップSRAM、125FP16ペタFLOPSのピーク性能などを備えています。CeberaのWSE-3は、業界で最も強力なAIモデルのトレーニングに利用できます。このほか、世界中の政府機関や企業は、国内能力の強化、技術革新の促進、サプライチェーンの脆弱性への対処のため、半導体製造に大規模な投資を行っています。例えば、インド政府は2024年3月、タタ・エレクトロニクスと台湾のPowerchip Semiconductor Manufacturing Corpの合弁による国内初の商業用半導体製造工場(ファブ・ユニット)をグジャラート州Dholeraに設立するため、約91,000クローの投資を承認しました。このような投資により、シリコンウエハーの普及は当面続くと思われます。
自動車産業への応用
自動車産業におけるシリコンウエハー需要の高まりは、市場成長の重要な要因の一つです。電気自動車への移行と自律走行技術の開発には、高度な半導体部品が必要です。国際エネルギー機関(IEA)によると、2023年には約1,400万台の電気自動車が販売され、前年比35%増を記録します。シリコンウエハは、電気自動車のパワートレイン、バッテリー管理システム、センサーアレイ、自律走行用の車載コンピューティングシステムに使用される半導体デバイスの製造に不可欠です。例えば、ウエハーワールドが発表した記事によると、カメラ、LiDARシステム、レーダーセンサーを含むADAS部品用の集積回路(IC)の製造は、シリコンウエハーに大きく依存しています。これらの部品は、自動緊急ブレーキ、アダプティブクルーズコントロール、車線維持支援、歩行者認識など、電気自動車をより安全で魅力的なものにする機能を実現します。ウエハーとは別に、世界中の規制当局は電気自動車(EV)の生産と普及を促進するために様々な規制を実施しており、これがEV部品に使用されるシリコンウエハーの需要をさらに押し上げています。さらに、メーカーは補助金、ローン、税額控除、リベートを提供しており、これがシリコンウェーハの価格動向にプラスの影響を与えています。例えば、2024年2月、米国エネルギー省(DOE)の融資プログラム局(LPO)は、米国で電気自動車(EV)パワーエレクトロニクス用の高品質炭化ケイ素(SiC)ウエハーの製造を拡大するため、SK Siltron CSS, LLCに約5億4,400万米ドルの融資を条件付きで約束したと発表しました。
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.