表紙:200mm半導体の世界市場 - 予測期間:2024年~2030年
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1403888

200mm半導体の世界市場 - 予測期間:2024年~2030年

200mm Semiconductor Market - Forecast Period 2024-2030

出版日: | 発行: IndustryARC | ページ情報: 英文 108 Pages | 納期: 2~3営業日

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200mm半導体の世界市場 - 予測期間:2024年~2030年
出版日: 2023年12月01日
発行: IndustryARC
ページ情報: 英文 108 Pages
納期: 2~3営業日
  • 全表示
  • 概要
  • 目次
概要

世界の200mm半導体の市場規模は、2030年までに58億6,030万米ドルに達し、予測期間の2024年~2030年にCAGRで5.82%の成長が見込まれています。

要点

  • 北米が200mm半導体市場でもっとも高い成長率を示しています。北米の半導体エッチング装置市場の成長には、半導体ウエハー成膜とウエハー加工部門の拡大が不可欠です。チップの設計コストの増加、新材料、チップ線幅の狭小化、統合生産プロセスの必要性から、メモリメーカーやファウンドリは、新しい独創的な装置への投資にますます力を入れています。
  • 例えばTexas Instrumentsは2022年2月、2030年にかけて米国の半導体チップ製造に数十億米ドルを投資する計画を詳細に発表しました。ビジネスが商品数の拡大に求められる技術の世界的な不足に直面していることから、Texas Instrumentsは2025年にかけて米国での半導体チップ製造に年間35億米ドルを投資する計画を発表しました。
  • 2023年6月、STMicroelectronicsとSanan Optoelectronicsのジョイントベンチャーが設立され、200mmのSiCデバイスを大量生産します。JVは産業用の電力・エネルギー用途や自動車の電動化に向けた、STMicroelectronicsのSiCデバイスに対する中国のニーズの高まりを支援します。
  • 韓国政府は、ソウル南部に世界最大の半導体クラスターを建設する計画を発表しました。Samsungは5つの新工場の建設を含め、2042年までに2,280億米ドルを投資する予定です。

促進要因 - 200mm半導体市場

ウェアラブルコンシューマーエレクトロニクスデバイスの高い採用率

市場は、電子製品の小型化、スマートフォンやウェアラブル技術の世界中での消費の増加により、予測期間を通して安定して拡大する見込みです。半導体ウエハーとして知られる半導体材料の薄片は、集積回路、メモリチップ、センサーなどの電子部品の製造に使用されます。コンシューマーエレクトロニクス、自動車、航空宇宙、医療など、さまざまな部門で電子機器の使用が増加していることが、200mm半導体ウエハーの需要を押し上げています。最先端の半導体ウエハーの需要は、これらの産業が継続的に拡大し、技術革新が進むにつれて高まっています。より集積化された電子機器の必要性から、小型化が進んでいます。これが200mm半導体ウエハー市場の主な促進要因の1つです。さらに、太陽電池、集積回路、電磁セル、スマートフォン、タブレット、スマートウェア、マイクロチップ、トランジスタ、ダイオード、整流器などで半導体ウエハーの受け入れが拡大していることも、半導体ウエハー市場の拡大を後押ししています。

研究開発、生産能力、技術の進歩への多額の投資

研究開発への多額の投資と技術の進歩が200mm半導体市場の主な促進要因です。電子、輸送、オートメーションはすべて、半導体部門のおかげで大きな進歩を示しており、半導体技術はすべての現代技術のバックボーンとして台頭しています。この分野における発見と改良は、下流のあらゆる技術に直接的な影響を及ぼしています。特に、シリコンウエハーベースの強化されたパッケージング技術は、ファウンドリがますます投資しています。シリコンではなく2次元材料を使用したモノリシック3次元集積回路の開発は、トランジスタ密度を高めるためにファウンドリベンダーが研究している方法の1つです。例えば、TSMCのCOWS技術は、世界最大のシリコンインターポーザーを生み出し、2つの非常に強力なプロセッサーと8つのHBMメモリデバイスを1つのパッケージに収容しました。2022年9月、炭化ケイ素技術の世界的リーダーであるWolfspeed, Inc.は、ノースカロライナ州チャタム郡に数十億米ドル規模の最新鋭材料製造施設を建設すると発表しました。Wolfspeedは、200mmウエハーを中心とするSiC材料製造施設にまず13億米ドルを投資すると発表しました。建設は2024年に完了する予定です。この施設では、主に200mmウエハーのシリコンカーバイドを生産します。このウエハーは、150mmウエハーの1.7倍の大きさがあり、ウエハー1枚当たりのチップ数を増やし、最終的にはデバイスのコストを下げることになります。これらのウエハーは、今年の初頭に世界初、最大、唯一の完全自動化200mmシリコンカーバイド製造施設としてオープンしたWolfspeedのMohawk Valley Fabに供給されます。

当レポートでは、世界の200mm半導体市場について調査し、市場シェア、促進要因、セグメント、地域、主要企業などの分析を提供しています。

目次

第1章 200mm半導体市場 - 市場の概要

  • 定義と範囲

第2章 200mm半導体市場 - エグゼクティブサマリー

第3章 200mm半導体市場 - 情勢

  • 比較分析
    • 市場シェア分析 - 主要企業
    • 製品ベンチマーク - 主要企業
    • 5大財務分析
    • 特許分析 - 主要企業
    • 価格分析

第4章 200mm半導体市場 - スタートアップ企業シナリオ(プレミアム)

  • 主要スタートアップ企業の分析
    • 投資
    • 収益
    • 市場シェア
    • 市場規模と用途分析
    • ベンチャーキャピタルと資金調達のシナリオ

第5章 200mm半導体市場 - 産業の市場参入シナリオ(プレミアム)

  • 規制枠組みの概要
  • 新しいビジネスとビジネスのしやすさに関する指標
  • 成功したベンチャー企業のケーススタディ
  • 顧客分析 - 主要企業

第6章 200mm半導体市場 - 市場要因

  • 市場促進要因
  • 市場抑制要因
  • 市場機会
  • ポーターのファイブフォース分析モデル

第7章 200mm半導体市場 - 戦略的分析

    • バリューチェーン分析
    • 機会の分析
    • サプライヤーと販売業者の分析

第8章 200mm半導体市場 - 半導体ウエハータイプ別

  • 未ドーピング200mm半導体ウエハー
  • ドーピング済み200mm半導体ウエハー

第9章 200mm半導体市場 - 製品タイプ別

  • 200mmシリコンカーバイドウエハー
  • 200mmシリコンウエハー

第10章 200mm半導体市場 - 用途別

  • アナログ
  • ディスプレイドライバー
  • PMIC
  • RFデバイス
  • その他

第11章 200mm半導体市場 - エンドユーザー別

  • 通信
  • コンシューマーエレクトロニクス
  • 自動車
  • 工業
  • その他

第12章 200mm半導体市場 - 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 南米
    • ブラジル
    • アルゼンチン
    • コロンビア
    • その他の南米
  • 欧州
    • 英国
    • ドイツ
    • イタリア
    • フランス
    • ロシア
    • その他の欧州
  • アジア太平洋
    • 中国
    • 日本
    • 韓国
    • インド
    • オーストラリア・ニュージーランド
    • その他のアジア太平洋
  • その他の地域
    • 中東
    • アフリカ

第13章 200mm半導体市場 - エントロピー

  • 新製品の発売
  • M&A、提携、JV、パートナーシップ

第14章 200mm半導体の市場シェア分析(プレミアム)

  • 市場シェア - 主要企業:国別
  • 市場シェア - 主要企業:地域別
  • 市場シェア - 主要企業:製品タイプ/製品カテゴリ別
  • 世界レベルの市場シェア - 主要企業
  • 企業にとってのベストプラクティス

第15章 200mm半導体市場 - 国別(プレミアム)企業のリスト

第16章 200mm半導体市場の企業の分析(企業の収益、製品、M&A、発展)

  • STMicroelectronics
  • Infineon Technologies
  • Texas Instruments
  • SMIC
  • NXP Semiconductors
  • ON Semi
  • Toshiba
  • Wolfspeed, Inc
  • Mitsubishi Electric Corporation
  • Robert Bosch GmbH
目次
Product Code: ESR 0872

The 200mm Semiconductor market size is forecast to reach USD 5,860.3 million by 2030, after growing at a CAGR of 5.82% during the forecast period 2024-2030. A 200mm semiconductor typically refers to the diameter of the silicon wafers used in semiconductor manufacturing. The term specifically indicates that the wafers have a diameter of 200 millimeters or approximately 7.87 inches. These wafers are a standardized size used in the fabrication of integrated circuits and other semiconductor devices.There is a sustained demand for 200mm wafers in various industries, including automotive,industrial, and consumer electronics. These sectors often require components and chips that can be efficiently manufactured on 200mm wafers.

Report Coverage

The report, "200mm Semiconductor Market- Forecast (2024-2030)", by IndustryARC, covers an in-depth analysis of the following segments of 200mm Semiconductor.

By Semiconductor wafers Type: Undoped 200mm Semiconductors Wafers, Doped 200mm semiconductor wafers

By Product Type: 200mm Silicon Carbide Wafer, 200mm Silicon Wafer

By Application: Analog, Display Drivers, Power Management ICs (PMICs), RF Devices And Others

By End User: Communication, Consumer Electronics, Automotive, Industrial Others

By Geography: North America, South America, Europe, APAC, Middle East & Africa

Key Takeaways

  • North America signifies the fastest growth rate in the 200mm Semiconductor market. The expansion of the semiconductor wafer deposition and wafer processing sectors is critical to the growth of the semiconductor Etch Equipment market in North America. Because of increased chip design costs, new materials, narrower linewidths on a chip, and the need for integrated production processes, memory makers and foundries increasingly focus on investing in newer and more creative equipment.
  • Texas Instruments, for instance, detailed its plan to invest billions in U.S. semiconductor chip manufacture through 2030 in February 2022. Texas Instruments announced plans to invest $3.5 billion per year in semiconductor chip manufacturing in the United States through 2025, as businesses confront a global shortage of the technology required for an expanding number of goods.
  • In June 2023, A Joint Venture between STMicroelectronics and Sanan Optoelectronics will be established to produce high-volume 200mm SiC devices. JV will assist China's growing need for STMicroelectronics SiC devices for industrial power and energy applications, as well as automobile electrification.
  • South Korean officials have unveiled plans to build the world's largest semiconductor cluster south of Seoul. Samsung would invest $228 billion until 2042, including the construction of five new fabs.

By Semiconductors wafers Type - Segment Analysis

Doped 200mm semiconductor wafers led the market with a 78% market share in 2022 andare predicted to increase at the same pace owing to their ability to modify the conductivit of the material. Since more sophisticated electronics are being used in a wider range of applications, including consumer electronics, industrial automation, and automotive, the market for highly doped silicon wafers has expanded dramatically in recent years. The demand for Analog ICs that require 200mm semiconductor wafers is predicted to drive the growth of the doped 200mm semiconductor wafers market during the forecast period 2024-2030. Moreover, the rapid advancement of IoT necessitates the growth of ICs in a variety of domains such as information systems, health care, and energy management. Analog circuits and integration technologies have made significant contributions in these sectors in recent years.

By Product Type- Segment Analysis

  • 200mm Silicon Wafers occupied a dominant position in the 200mm Semiconductor market in 2023 with a market share of 60%. The semiconductor industry is always improving integrated circuit performance by moving toward smaller technology nodes. Larger wafer sizes are usually required for the move to lower nodes, and 200-mm (8-inch) silicon wafers are an important intermediary step between the more traditional 150-mm (6-inch) silicon wafers and the more prevalent 300-mm (12-inch) silicon wafers. According to the SEMI Silicon Manufacturers Group (SMG) in its year-end silicon wafer industry analysis, global silicon wafer sales rose 3.9% year over year in 2022 to 14,713 million square inches (MSI), and wafer revenue jumped 9.5% year over year to US$13.8 billion. Revenues and shipments both beat the 2021 record. 200-mm shipments in 2022 were fueled in part by the 5G rollout and the automotive, industrial, and IoT markets. These factors drive the 200 mm semiconductor market growth.

By Application-Segment Analysis

The Power Management ICs (PMICs ) accounted for the largest share with a market share of 35% in 2023. As major players are trying to push the boundaries of power through new process, packaging, and circuit design technologies-including the incorporation of 200 mm semiconductors to deliver devices that are appropriate for the application-the market for Power Management Integrated Circuits has been growing. The development of automobiles and their manufacture is another factor fueling the demand for small, energy-efficient electronics. Some of the main factors driving the need for power management integrated circuits (ICs) in the automotive industry are the expanding production of automobiles and the addition of advanced features. The growth of the 200mm semiconductors market is driven by the PMICS that are used in automotive applications. For example, the International Energy Agency (IEA) estimates that there will be about 25.9 million electric vehicles globally in 2022. In that year, approximately 69.5% of plug-in electric vehicles were all-electric.

By End User - Segment Analysis

Consumer Electronics occupied a dominant position with a market share of 38% in the 200mm Semiconductor market in 2023. Numerous 200mm semiconductor components, including memory chips, power management ICs, sensors, and microcontrollers, are utilized in consumer electronics and are produced utilizing well-proven, well-established techniques that are tailored for 200mm wafers. Smaller, more compact components are frequently required for consumer devices. The 200mm wafer size is ideal for creating tiny semiconductor devices that match the form factors of contemporary electronics, such as wearables, tablets, smartphones, and Internet of Things gadgets. For instance, According to Invest India, India's exports of electronic items grew at a 30% compound annual growth rate, from $5 billion in FY17 to $24 billion in FY23. By FY26, the nation's electronics exports are predicted to total $120 billion. By FY26, India is predicted to have a $1 trillion digital economy. India's electronics sector is currently estimated to be worth $155 billion, of which 65% is produced domestically. The market for 200mm semiconductors has been made possible by the thriving consumer electronics sector.

By Geography - Segment Analysis

The APAC region in the 200mm Semiconductor market is dominated the market with the market share of 35% in 2023. APAC Countries such as China, Japan, and Korea driving the market. For instance, China is predicted to contribute the most to the 200mm capacity boost, with a 22 percent increase. China is expected to have a large proportion of 200mm semiconductor capacity by 2023. China's primary strengths include a significant chip market demand, a high number of qualified engineers in chip design and logic process technologies, and government assistance. The essential inputs, EDA, and especially capital equipment are China's industrial shortcomings. The US-China tech conflict is likely to force global semiconductor makers to break production, design, and sales into separate organizations. The COVID-19 epidemic is anticipated to hasten the long-term movement of low-value-added manufacturing away from China and toward Southeast Asia. As a result, OEM and ODM diversification is ongoing. China has a "Big Fund" of $50 billion for the growth of its domestic semiconductor industry, which will be leveraged in two phases. Nonetheless, it may not be large enough in the long run to generate the required cash.

Drivers - 200mm Semiconductor Market

High Adoption of Wearable Consumer Electronics Devices:

The Global market for 200mm semiconductors is expected to increase steadily throughout the forecast period, owing to the miniaturization of electronic products and the increasing global consumption of smartphones and wearable technology. Thin slices of semiconductor material known as semiconductor wafers are used to create electronic components like integrated circuits, memory chips, and sensors. The increasing use of electronic devices across a range of sectors, including consumer electronics, automotive, aerospace, and healthcare, is driving up demand for 200mm semiconductor wafers. The demand for cutting-edge semiconductor wafers is rising along with these industries' continued expansion and innovation. The necessity for more integrated electronics has resulted in increased miniaturization. This is one of the primary drivers of the 200mm semiconductor wafer market. Furthermore, the growing acceptance of semiconductor wafers in solar cells, integrated circuits, electromagnetic cells, smartphones, tablets, smart wear, microchips, transistors, diodes, andrectifiers is likely to drive semiconductor wafer market expansion.

Significant Investments in R&D, Production Capacity, and Technological Advancements:

Significant investments in R&D and technological advancements are the key drivers of the 200mm semiconductors market. Electronics, transportation, and automation have all witnessed great advances, owing in large part to the semiconductor sector, with semiconductor technology emerging as the backbone of all modern technologies. The discoveries and improvements in this discipline have a direct impact on all downstream technologies. In particular, silicon wafer-based enhanced packaging techniques, foundries are investing more and more. The development of monolithic three-dimensional integrated circuits using two-dimensional materials rather than silicon is one method being investigated by foundry vendors to increase transistor density. For instance, the chip on wafer on substrate (COWS) technology from TSMC created the largest silicon interposer in the world, housing two extremely powerful processors along with eight HBM memory devices in a single package. In September 2022, Wolfspeed, Inc., one of the global leaders in Silicon Carbide technology, announced it will build a new, state-of-the-art, multi-billion-dollar Materials manufacturing facility in Chatham County, North Carolina. Wolfspeed announced a $1.3B investment initially for a SiC materials manufacturing facility, primarily 200mm wafers. The phase construction is anticipated to be complete in 2024. The facility will primarily produce 200mm Silicon Carbide wafers, which are 1.7x larger than 150mm wafers, translating into more chips per wafer and ultimately, lower device costs. These wafers will be used to supply Wolfspeed's Mohawk Valley Fab, which opened earlier this year as the world's first, largest, and only fully automated 200mm Silicon Carbide fabrication facility.

Challenges - 200mm Semiconductor Market

Growing Environmental Concerns to Restrain Market Growth:

About 2 million integrated circuits are typically produced each month in a typical semiconductor facility, using more than 20 million gallons of water. Industrial wastewater must ultimately be discharged in order for this to occur. Wafer producers also use a lot of hazardous chemicals that are bad for the environment. As a result, producers are receiving a lot of criticism from authorities and environmentalists, which is anticipated to limit the long-term growth potential of 200mm semiconductor wafers globally. High-frequency limitations are also leading to environmental issues. Manufacturing processes that are precise and dependable are commonly required for high-frequency applications. Even minor adjustments to factors like doping concentration, oxide thickness, or etching depth can have a big effect on performance in high-frequency devices. Heat dissipation is the main challenge in high-frequency applications. To prevent device degradation or failure as frequency and power densities increase, effective thermal management is essential.

While the semiconductor industry faces significant challenges in terms of sustainability, it is taking steps to address these issues and move towards a more sustainable future. For instance, STMicroelectronics Published a 2023 Sustainability Report. The company is track to become carbon neutral by 2027 with global sourcing of electricity from renewable energy growing to 62% in 2022, from 51% in 2021.

One of the challenges is the high expense of converting to renewable energy sources. While solar electricity has the potential to be incredibly successful, it is presently somewhat pricey. To make solar electricity more inexpensive, the semiconductor sector will need to invest in research and development

Market Landscape

In 2022, the top ten players in the 200mm Semiconductor market share accounted for 54.2% of the share. Major players in the 200mm Semiconductor market are STMicroelectronics, Infineon, Texas Instruments, SMIC, Vanguard, NXP, ON Semi, Toshiba, Wolfspeed, Inc, Mitsubishi Electric Corporation, Robert Bosch GmbH and Others.

Developments:

  • In August 2023, Infineon plans to construct the largest 200-millimeter SiC Power Fab in the world in Kulim, Malaysia. By the end of the decade, this facility could generate roughly seven billion euros in revenue.
  • In October 2022, to meet the growing demand for Silicon Carbide (SiC) substrates from ST's customers in the automotive and industrial sectors as they move toward electrification and higher efficiency, STMicroelectronics planned to construct an integrated SiC substrate manufacturing facility in Italy.
  • UMC acquired Toshiba's Fab1 and Fab2 200mm fabs for less than NT$10 billion to increase its operating scale. Through this acquisition, UMC will increase its footprint in Japan in 2020.

Table of Contents

1. 200mm Semiconductors Market- Market Overview

  • 1.1 Definitions and Scope

2. 200mm Semiconductors Market- Executive Summary

3. 200mm Semiconductors Market- Landscape

  • 3.1 Comparative analysis
    • 3.1.1 Market Share Analysis- Top Companies
    • 3.1.2 Product Benchmarking- Top Companies
    • 3.1.3 Top 5 Financials Analysis
    • 3.1.4 Patent Analysis- Top Companies
    • 3.1.5 Pricing Analysis

4. 200mm Semiconductors Market - Startup companies Scenario Premium Premium

  • 4.1 Top Startup Company Analysis by
    • 4.1.1 Investment
    • 4.1.2 Revenue
    • 4.1.3 Market Shares
    • 4.1.4 Market Size and Application Analysis
    • 4.1.5 Venture Capital and Funding Scenario

5. 200mm Semiconductors Market - Industry Market Entry Scenario Premium Premium

  • 5.1 Regulatory Framework Overview
  • 5.2 New Business and Ease of Doing business index
  • 5.3 Case studies of successful ventures
  • 5.4 Customer Analysis - Top companies

6. 200mm Semiconductors Market- Market Forces

  • 6.1 Market Drivers
  • 6.2 Market Constraints
  • 6.3 Market Opportunities
  • 6.4 Porters Five Force Model
    • 6.4.1 Bargaining power of suppliers
    • 6.4.2 Bargaining powers of customers
    • 6.4.3 Threat of New Entrants
    • 6.4.4 Rivalry among existing players
    • 6.4.5 Threat of Substitutes

7. 200mm Semiconductors Market-Strategic Analysis

    • 7.1.1 Value Chain Analysis
    • 7.1.2 Opportunity Analysis
    • 7.1.3 Supplier and Distributors Analysis

8. 200mm Semiconductors Market- By Semiconductor Wafers Type (Market Size -$Billion)

  • 8.1 Undoped 200mm Semiconductors Wafers
  • 8.2 Doped 200mm Semiconductors Wafers

9. 200mm Semiconductors Market- By Product Type (Market Size -$Billion)

      • 9.1 200mm Silicon Carbide Wafer
      • 9.2 200mm Silicon Wafer

10. 200mm Semiconductors Market- By Application (Market Size -$Billion)

  • 10.1 Analog
  • 10.2 Display Drivers
  • 10.3 Power Management ICs (PMICs)
  • 10.4 RF Devices
  • 10.5 Others

11. 200mm Semiconductors Market- By End User (Market Size -$Billion)

  • 11.1 Communication
  • 11.2 Consumer Electronics
  • 11.3 Automotive
  • 11.4 Industrial
  • 11.5 Others

12. 200mm Semiconductors Market - By Geography (Market Size -$Billion)

  • 12.1 North America
    • 12.1.1 U.S.
    • 12.1.2 Canada
    • 12.1.3 Mexico
  • 12.2 South America
    • 12.2.1 Brazil
    • 12.2.2 Argentina
    • 12.2.3 Colombia
    • 12.2.4 Rest of South America
  • 12.3 Europe
    • 12.3.1 U.K
    • 12.3.2 Germany
    • 12.3.3 Italy
    • 12.3.4 France
    • 12.3.5 Russia
    • 12.3.6 Rest of Europe
  • 12.4 Asia Pacific
    • 12.4.1 China
    • 12.4.2 Japan
    • 12.4.3 South Korea
    • 12.4.4 India
    • 12.4.5 Australia & New Zealand
    • 12.4.6 Rest of Asia Pacific
  • 12.5 RoW
    • 12.5.1 Middle East
    • 12.5.2 Africa

13. 200mm Semiconductors Market- Entropy

  • 13.1 New Product Launches
  • 13.2 M&A's, Collaborations, JVs and Partnerships

14. 200mm Semiconductors Market Share Analysis Premium

  • 14.1 Market Share by Country- Top companies
  • 14.2 Market Share by Region- Top companies
  • 14.3 Market Share by type of Product / Product category- Top companies
  • 14.4 Market Share at global level- Top companies
  • 14.5 Best Practices for companies

15. 200mm Semiconductors Market - List of Key Companies by Country Premium

16. 200mm Semiconductors Market Company Analysis

(Company Revenue, Products, M&A, Developments)

  • 16.1 STMicroelectronics
  • 16.2 Infineon Technologies
  • 16.3 Texas Instruments
  • 16.4 SMIC
  • 16.5 NXP Semiconductors
  • 16.6 ON Semi
  • 16.7 Toshiba
  • 16.8 Wolfspeed, Inc
  • 16.9 Mitsubishi Electric Corporation
  • 16.10 Robert Bosch GmbH

"*Financials would be provided on a best-efforts basis for private companies"