半導体市場：動向、機会、競合分析【2024-2030年】

世界の半導体市場は、2024年から2030年までのCAGRが5.6%で、2030年には8,849億米ドルに達すると予想されています。この市場の主な促進要因は、供給不足による半導体価格の上昇、無線通信の成長、自動車における高度な安全機能に対する需要の増加、インターネット接続機器の成長です。世界の半導体市場の将来は、通信、家電、自動車、産業分野での機会で魅力的に見えます。

業界のダイナミクスに直接的な影響を与える新たな動向には、人工知能ベースの半導体の開発や自律走行技術における半導体需要の増加が含まれます。

Lucintelの予測では、スマートフォン、タブレットPC、その他のパーソナルメディアデバイスにおけるメモリICの需要増加により、集積回路が引き続き最大セグメントとなります。センサーは、自動車におけるADAS（先進運転支援システム）の需要増加や、IoT対応デバイスに対する消費者の嗜好の高まりにより、予測期間中に最も高い成長が見込まれます。

通信は、無線通信技術の需要増加により、最大の最終用途であり続けると思われます。自動車分野は、COVID-19からの市場回復と自動車におけるエレクトロニクスコンテンツの増加により、予測期間中最も高い成長が見込まれます。

アジア太平洋は、IoT（モノのインターネット）の採用拡大、自動車あたりの電子コンテンツの増加、中国、台湾、インドなどの国々における産業オートメーションの拡大により、予測期間中も最大地域であり続ける。北米は、自動車用エレクトロニクスと産業用エレクトロニクス市場の成長により、予測期間中最も高い成長が見込まれます。

目次

第1章 エグゼクティブサマリー

第2章 市場の背景と分類

• イントロダクション、背景、分類
• サプライチェーン
• 促進要因と課題

第3章 2018年から2030年までの市場動向と予測分析

• マクロ経済の動向と予測
• 世界の半導体市場の動向と予測
• デバイス別世界の半導体市場
  • 集積回路
    • アナログ
    • マイクロプロセッサ
    • ロジック
    • メモリ
  • ディスクリート半導体
  • オプトエレクトロニクス
  • センサー
• 用途別世界の半導体市場
  • 人工知能
  • その他
• 最終用途産業別世界の半導体市場
  • コミュニケーション
    • 有線
    • 無線
  • 消費者向け電子機器
  • 自動車エレクトロニクス
  • PC/コンピューター
  • 工業およびその他

第4章 地域別の市場動向と予測分析

• 地域別世界半導体市場
• 北米の半導体市場
• 欧州の半導体市場
• アジア太平洋の半導体市場
• その他地域の半導体市場

第5章 競合分析

• 製品ポートフォリオ分析
• 市場シェア分析
• 地理的範囲
• ポーターのファイブフォース分析

第6章 成長機会と戦略分析

• 成長機会分析
  • デバイス別半導体市場の成長機会
  • 最終用途産業別半導体市場の成長機会
  • 地域別半導体市場の成長機会
• 世界の半導体市場の新たな動向
• 戦略分析
  • 新製品の開発
  • 世界の半導体市場における合併、買収、合弁事業
  • 認証とライセンシング
  • 能力拡張

第7章 主要企業の企業プロファイル

• Samsung Electronics
• Intel
• SK Hynix
• Qualcomm
• Broadcom
• Texas Instruments
• NXP Semiconductor
• Micron Technology
• Nvidia
• STMicroelectronics

The future of the global semiconductor market looks attractive with opportunities in the communication, consumer electronics, automotive, and industrial sectors.The global semiconductor market is expected to reach $884.9 billion by 2030 with a CAGR of 5.6% from 2024 to 2030. The major drivers for this market are increasing price of semiconductor due to supply shortage, growth in wireless communication, increasing demand for advanced safety features in automotive, and growth in internet connected devices.

Emerging trends, which have a direct impact on the dynamics of the industry, include development of artificial intelligence based semiconductors and increasing demand for semiconductor in autonomous driving technology. Samsung Electronics, Intel, SK Hynix, Qualcomm, Broadcom, Micron, Texas Instrument, Microchip, Stmicroelectronics, and NXP Semiconductors are some of the major semiconductor manufacturers.

A total of 98 figures / charts and 60 tables are provided in this 219-page report to help in your business decisions. A sample figure with insights is shown below.

The study includes trends and forecast for the global semiconductor market by end use industry, device, application, and region as follows:

By Device [Billion Units and $B shipment analysis from 2018 to 2030]:

• Integrated Circuit
• Memory
• Logic
• Micro
• Analog
• Discrete
• Optoelectronics
• Sensors

By End Use [Billion Units and $B shipment analysis from 2018 to 2030]:

• Communication
• Wired
• Wireless
• Consumer Electronics
• Automotive Electronics
• PC/Computer
• Industrial and Others

By Application [Billion Units and $B shipment analysis from 2018 to 2030]:

• Artificial Intelligence
• Others

By Region [Billion Units and $B shipment analysis for 2018 to 2030]:

• North America
• United States
• Canada
• Mexico
• Europe
• Germany
• France
• United Kingdom
• Asia Pacific
• China
• Taiwan
• South Korea
• Japan
• India
• The Rest of the World

Lucintel forecasts that integrated circuit will remain the largest segment due to increasing demand for memory ICs in smartphones, tablet PCs, and other personal media devices. Sensor is expected to witness the highest growth over the forecast period due to the increasing demand for advanced driver assistance system in automotive and growing consumer preference for IoT-enabled devices.

Communication will remain the largest end use due to an increasing demand for wireless communication technology. The automotive segment is expected to witness the highest growth over forecast period due market recovery from COVID-19 and increasing electronics content in automotive.

APAC will remain the largest region over the forecast period due to a growing adoption of IoT (internet of things), increasing electronic content per vehicles, and growing industrial automation in countries such as China, Taiwan, and India. North America is expected to witness the highest growth over the forecast period due to growth in the automotive electronics and industrial electronics market.

Features of the Global Semiconductor Market

• Market Size Estimates: Global semiconductor market size estimation in terms of value ($B) and by volume (billion units) shipment.
• Trend And Forecast Analysis: Market trends (2018-2023) and forecast (2024-2030) by various segments and regions.
• Segmentation Analysis:Global semiconductor market size by various segments, such as end use industry, device, application, and region.
• Regional Analysis: Global semiconductor market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis on growth opportunities in different end use industry, application, device,, and regions for the semiconductor market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape for the global semiconductor market.
• Analysis of competitive intensity of the industry based on Porter's Five Forces model.

This report answers following 11 key questions

• Q.1 What are some of the most promising, high-growth opportunities for the global semiconductor market by product (integrated circuit, discrete semiconductor, optoelectronics, and sensor), application (communication, consumer electronics, automotive electronics, pc/computer, industrial and others), by technology (artificial intelligence and others), and by region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q. 2 Which segments will grow at a faster pace and why?
• Q.3 Which regions will grow at a faster pace and why?
• Q.4 What are the key factors affecting market dynamics? What are the drivers and challenges of the market?
• Q.5 What are the business risks and threats to the market?
• Q.6 What are the emerging trends in this market and reasons behind them?
• Q.7 What are some changing demands of customers in the market?
• Q.8 What are the new developments in the market? Which companies are leading these developments?
• Q.9 Who are the major players in this market? What strategic initiatives are being implemented by key players for business growth?
• Q.10 What are some of the competitive products and processes in this area and how big of a threat do they pose for loss of market share via product substitution?
• Q.11 What M&A activity has occurred in the last 5 years?

Table of Contents

1. Executive Summary

2. Market Background and Classifications

• 2.1: Introduction, Background, and Classification
• 2.2: Supply Chain
• 2.3: Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1: Macroeconomic Trends and Forecast
• 3.2: Global Semiconductor Market Trends and Forecast
• 3.3: Global Semiconductor Market by Device
  • 3.3.1: Integrated Circuits
    • 3.3.1.1: Analog
    • 3.3.1.2: Microprocessor
    • 3.3.1.3: Logic
    • 3.3.1.4: Memory
  • 3.3.2: Discrete Semiconductor
  • 3.3.3: Optoelectronics
  • 3.3.4: Sensors
• 3.4: Global Semiconductor Market by Application
  • 3.4.1: Artificial Intelligence
  • 3.4.2: Others
• 3.5: Global Semiconductor Market by End Use Industry
  • 3.5.1: Communication
    • 3.5.1.1: Wired
    • 3.5.1.2: Wireless
  • 3.5.2: Consumer Elecronics
  • 3.5.3: Automotive Electronics
  • 3.5.4: PC/Computer
  • 3.5.4: Industrial and Others

4. Market Trends and Forecast Analysis by Region

• 4.1: Global Semiconductor Market by Region
• 4.2: North American Semiconductor Market
  • 4.2.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.2.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.2.3: United States Semiconductor Market
  • 4.2.4: Canadian Semiconductor Market
  • 4.2.5: Mexican Semiconductor Market
• 4.3: European Semiconductor Market
  • 4.3.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.3.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.3.3: German Semiconductor Market
  • 4.3.4: UK Semiconductor Market
  • 4.3.5: French Semiconductor Market
• 4.4: APAC Semiconductor Market
  • 4.4.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.4.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others
  • 4.4.3: Chinese Semiconductor Market
  • 4.4.4: Taiwanese Semiconductor Market
  • 4.4.5: South Korean Semiconductor Market
  • 4.4.6: Japanese Semiconductor Market
  • 4.4.7: Indian Semiconductor Market
• 4.5: ROW Semiconductor Market
  • 4.5.1: Market by Device: Integrated Circuits, Discrete Semiconductors, Optoelectronics, and Sensors
  • 4.5.2: Market by End Use Industry: Communication, Consumer Electronics, Automotive Electronics, PC/Computer, and Industrial & Others

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Market Share Analysis
• 5.3: Geographical Reach
• 5.4: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global Semiconductor Market by Device
  • 6.1.2: Growth Opportunities for the Global Semiconductor Market by End Use Industry
  • 6.1.3: Growth Opportunities for the Global Semiconductor Market by Region
• 6.2: Emerging Trends of the Global Semiconductor Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Mergers, Acquisitions, and Joint Ventures in the Global Semiconductor Market
  • 6.3.3: Certification and Licensing
  • 6.3.4: Capacity Expansion

7. Company Profiles of Leading Players

• 7.1: Samsung Electronics
• 7.2: Intel
• 7.3: SK Hynix
• 7.4: Qualcomm
• 7.5: Broadcom
• 7.6: Texas Instruments
• 7.7: NXP Semiconductor
• 7.8: Micron Technology
• 7.9: Nvidia
• 7.10: STMicroelectronics