日本の半導体市場の評価：タイプ別、コンポーネント別、ノードサイズ別、エンドユーザー別、機会、予測（2018年度～2032年度）

日本の半導体の市場規模は、2024年度の548億1,000万米ドルから2032年度に797億5,000万米ドルに達すると予測され、2025年度～2032年度の予測期間にCAGRで4.80%の成長が見込まれます。半導体は日本の経済安全保障と技術の進歩にとって非常に重要なものとなっており、政府も民間部門もこの産業を優先しています。サプライチェーンの問題と地政学的危機により、日本政府は、半導体が現代技術に不可欠な要素となっていることから、半導体関連の国内生産と技術革新に向けた、2023年の約254億米ドルの投資を発表せざるを得なくなりました。

この投資は、日本の半導体能力を回復させることを期待したものです。Taiwan Semiconductor Manufacturing Company Limited（TSMC）が発表したような、次世代チップに取り組むRapidusのような主要企業との協力による新たな製造施設の設立を含む取り組み。官民パートナーシップを活用して研究開発を強化し、2030年までに地元での半導体売上を3倍にすることを目指しています。半導体に対する世界の需要が非常に高い世界では、日本の半導体産業を活性化することは、経済の回復力を高め、相互接続が進む世界で競合優位性を維持するために極めて重要です。こうした取り組みにより、さまざまな電子製品やインフラシステムに不可欠な半導体生産における日本の競合優位性が再確立されると予測されます。

政府による現地でのチップ生産への支援が市場成長を後押し

日本の政府は産業再建のため、半導体チップの現地生産を推進しています。さらに、TSMC、Samsung Electronics、Micronなどの国際企業との提携や現地生産への財政支援など、多額の資金配分は日本の競争力強化を目指しており、さまざまな部門に不可欠な半導体部品の信頼できる供給源を保証しています。

例えば、日本は2024年4月、半導体メーカーのRapidus Corporationに39億米ドルの補助金を交付し、同社が地元でのチップ製造を強化し、世界の半導体大国としての地位を取り戻すことを可能にしました。この優遇措置により、Rapidusは2027年までに先進の2nmのチップを量産し、TSMCやSamsungなどの業界大手と競合することになります。この投資は、半導体部門を強化する日本の全体的な目標の一部とみなされています。

半導体工場数の増加が市場成長を大きく促進

日本の半導体製造へのニーズは、経済的な安全性を高め、国外サプライヤーへの依存を減らしたいという日本の願望に由来します。日本政府は、地元の半導体メーカーを振興するために多額の予算を計上しています。今後の政府の取り組みは、日本の半導体部門を若返らせ、国際企業を採用し、強固なサプライチェーンを構築することで、世界の激変によって明らかになった弱点に対処し、将来の成長に向けて重要な技術の安定供給を保証することを目指しています。

例えば2024年2月、TSMCは熊本近郊に日本初の半導体製造工場を建設しました。この工場ではTSMCのN28（28nmクラス）技術を使用してマイクロチップを製造し、本格稼働時にはおよそ1,700人の従業員を雇用する予定です。工場は2024年後半にチップの生産を開始し、日本の自動車やコンシューマーエレクトロニクス部門で高まっている超低消費電力プロセッサーのニーズに応えます。

メモリデバイスの利用の急増が市場成長を後押し

日本のメモリデバイスの利用拡大が、半導体市場の拡大を大きく後押ししています。コンシューマーエレクトロニクス、自動車、データセンターなどの産業で先進のメモリソリューションに対する需要が増加しているため、日本のメーカーは製造能力の向上に取り組んでいます。この動向は、高性能データストレージやコンピューティングソリューションへの要求によって促進されており、日本の半導体市場は今後数年間で大きく成長する見込みです。

当レポートでは、日本の半導体市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢と見通しなどを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

• 製品と市場情報
• ブランド認知の方式
• 購入決定において考慮される要素
  • 品質
  • 価格
  • 目的
  • 注文数量
  • 寿命
  • 産業での経験
• 経営コスト
• サプライチェーンマネジメント
• 需給のメカニズム
• 購入チャネル

第5章 日本の半導体市場の見通し（2018年度～2032年度）

• 市場規模の分析と予測
  • 金額
  • 数量
• 市場シェア分析と予測
  • タイプ別
  • コンポーネント別
  • ノードサイズ別
  • エンドユーザー別
  • 地域別
  • 市場シェア分析：企業別（金額）（上位5社とその他 - 2024年度）
• 市場マップ分析（2024年度）
  • タイプ別
  • コンポーネント別
  • ノードサイズ別
  • エンドユーザー別
  • 地域別

第6章 ポーターのファイブフォース分析

第7章 PESTLE分析

第8章 価格分析

第9章 市場力学

• 市場促進要因
• 市場の課題

第10章 市場の動向と発展

第11章 ケーススタディ

第12章 競合情勢

• マーケットリーダー上位5社の競合マトリクス
• 上位5社のSWOT分析
• 主要企業上位10社の情勢
  • Tokyo Electron Limited
  • Japan Semiconductor Corporation
  • Fujitsu Semiconductor Memory Solution Limited
  • Micron Memory Japan, K.K
  • Sony Semiconductor Solutions Corporation
  • Nuvoton Technology Corporation Japan
  • Sharp Corporation
  • TDK Corporation
  • Seiko Instruments Inc.
  • Rapidus Corporation

第13章 戦略的推奨

第14章 当社について、免責事項

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. Japan Semiconductor Market, By Value, In USD Billion, FY2018-FY2032F
• Figure 2. Japan Semiconductor Market, By Volume, In Units, FY2018-FY2032F
• Figure 3. Japan Semiconductor Market Share (%), By Type, FY2018-FY2032F
• Figure 4. Japan Semiconductor Market Share (%), By Components, FY2018-FY2032F
• Figure 5. Japan Semiconductor Market Share (%), By Node Size, FY2018-FY2032F
• Figure 6. Japan Semiconductor Market Share (%), By End-user, FY2018-FY2032F
• Figure 7. Japan Semiconductor Market Share (%), By Region, FY2018-FY2032F
• Figure 8. By Type Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 9. By Components Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 10. By Node Size Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 11. By End-user Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 12. By Region Map-Market Size (USD Billion) & Growth Rate (%), FY2024

Japan semiconductor market is expected to observe a CAGR of 4.80% during the forecast period FY2025- FY2032, rising from USD 54.81 billion in FY2024 to USD 79.75 billion in FY2032. Semiconductors have become so important to Japan's economic security and technological advancements that both the government and private sector are prioritizing this industry. Supply chain issues and geopolitical crisis compelled the Japanese government to announce an investment of around USD 25.4 billion in 2023 for domestic production and innovation related to semiconductors, as semiconductors have become a vital factor in modern technology.

The expenditure looks forward to restoring Japan's semiconductor capabilities. Initiations that include setting up new manufacturing facilities, such as the one announced by Taiwan Semiconductor Manufacturing Company Limited (TSMC), in collaboration with leading firms, such as Rapidus, that work on next-generation chips. It leverages public-private partnerships to enhance research and development with the aim of trebling local semiconductor sales by 2030. In a world where global demand for semiconductors is so high, stimulating the semiconductor industry in Japan becomes crucial for economic resilience and sustaining competitive advantages in an increasingly interconnected world. These initiatives are expected to re-establish Japan's competitive advantage in semiconductor production, which is essential for a variety of electronic products and infrastructural systems.

Support by the Government for Local Chip Manufacturing is Augmenting the Market Growth

The Japanese government is promoting local production of semiconductor chips to rebuild its industry. Additionally, significant monetary allocations, such as financial support for local manufacturing and partnerships with international companies, such as TSMC, Samsung Electronics, and Micron, are aimed at enhancing Japan's competitiveness, guaranteeing a reliable source of essential semiconductor parts for different sectors.

For instance, in April 2024, Japan granted USD 3.9 billion in subsidies for the semiconductor manufacturer, Rapidus Corporation, allowing the company to enhance local chip manufacturing and reclaim its place as a worldwide semiconductor powerhouse. The incentives will let Rapidus mass-produce sophisticated 2-nanometer chips by 2027, thereby competing with the industry titans, including TSMC and Samsung. This investment is regarded as a part of Japan's overall aim to boost its semiconductor sector, which includes recruiting international businesses with major government assistance.

A rise in Number of Semiconductor Plants is Proliferating the Market Growth Significantly

The need for semiconductor manufacturing in Japan derives from the country's desire to increase economic security and reduce the dependency on foreign suppliers. The Japanese government has budgeted a hefty sum to encourage local semiconductor manufacturers. The upcoming government initiative seeks to rejuvenate Japan's semiconductor sector, recruit international businesses, and build a robust supply chain, addressing weaknesses revealed by global upheavals and assuring a steady supply of critical technologies for future growth.

For instance, in February 2024, TSMC built its first semiconductor fabrication factory in Japan, near Kumamoto. The factory used TSMC's N28 (28nm-class) technology to make microchips and will employ roughly 1,700 workers when fully operational. The factory will begin producing chips in the second half of 2024, meeting the rising need for ultra-low-power processors in Japan's automotive and consumer electronics sectors.

A Surge in the Utilization of Memory Devices is Fueling the Market Growth

Growing usage of memory devices in Japan is considerably driving the semiconductor market's expansion. Japanese manufacturers are working on improving manufacturing capacities due to increased demand for sophisticated memory solutions in industries, such as consumer electronics, automobiles, and data centers. The trend is driven by the requirement for high-performance data storage and computing solutions, preparing Japan's semiconductor market for significant growth in the forecast years.

For instance, in July 2024, Samsung began creating high-bandwidth memory chips for Nvidia, representing a big step forward in the competitive AI memory chip industry. Following Nvidia's acceptance of Samsung's HBM3 chips, the business plans to bridge the gap with rival SK Hynix. Despite previous deficits, Samsung intends to increase manufacturing, hoping to treble its HBM supply by 2024. This relationship is critical as the demand for AI technology continuously increases, allowing Samsung to capitalize on development potential in the rapidly developing AI memory industry.

Government Initiatives are Amplifying the Market Prosperity

Government measures are essential in the Japanese semiconductor sector, as they are one of the most vital factors driving market growth. These initiatives aim to strengthen the supply chain, stimulate technical developments, and assure economic security, addressing weaknesses revealed by global disruptions and establishing Japan as a semiconductor manufacturing leader.

For instance, in February 2024, the Japanese government announced the expansion of its financial assistance for semiconductor projects to strengthen its local chip sector and improve economic security in the face of rising global competition. The government has allocated around USD 25.83 billion in investments to attract international businesses such as TSMC, fostering collaborations with corporations such as Rapidus, and creating innovative manufacturing facilities. These programs seek to revitalize Japan's once-dominant semiconductor sector, solve supply chain weaknesses, and establish the country as a prominent player in the global fight for technical leadership in prominent industries.

Southern Japan is Expected to Emerge as the Largest Region

Kyushu region in southern Japan is becoming a major region in the semiconductor market due to its huge role in the establishment of TSMC's Kumamoto plant, a major USD 8.6 billion venture in partnership with Sony and Denso. With significant financial support from the government, this establishment is on its way to becoming one of Japan's leading chip manufacturing plants, specializing in state-of-the-art production techniques.

Furthermore, the Japanese government is proactively encouraging the production of semiconductors to improve national security and combat supply chain vulnerabilities. Tohoku and Hokkaido, along with other areas, are being established as semiconductor centers, showing a country-wide push to augment Japan's semiconductor market and regain its competitive position in the global marketplace.

Future Market Scenario (FY2025 - FY2032F)

The Japanese government intends to spend extensively on semiconductor manufacturing, with an emphasis on luring international businesses and improving local production capabilities to boost economic security. This, in turn, is expected to augment the market growth significantly over the upcoming years.

Expansion of semiconductor facilities are excavating the growth of Japanese semiconductors and will continue to gain significant financial revenue over the upcoming years. Moreover, TSMC's upgraded facility will increase manufacturing capacity and competitiveness in the worldwide market, resulting in long-term growth.

Advancements in AI, IoT, and 5G technology are expected to fuel the demand for sophisticated semiconductor devices, further pushing market expansion, and are anticipated to lead to ample opportunities for the market over the forecast years.

Key Players Landscape and Outlook

Large organizations operating in the industry have used crucial tactics such as product development, company expansion, agreements, collaborations, and acquisitions to widen their market reach and maintain the fierce competition.

In February 2024, Toshiba began building a new back-end production facility for the purpose of semiconductor manufacturing at its Himeji Operations in Japan. The plant, set to commence major production in spring 2025, will quadruple Toshiba's automotive power semiconductor production capacity compared to FY2022. The project aims to address the continuously rising demand for power devices in vehicle electrification and industrial automation while achieving carbon neutrality via renewable energy and smart manufacturing efforts.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Product and Market Intelligence
• 4.2. Mode of Brand Awareness
• 4.3. Factors Considered in Purchase Decisions
  • 4.3.1. Quality
  • 4.3.2. Price
  • 4.3.3. Purpose
  • 4.3.4. Order Quantity
  • 4.3.5. Lifespan
  • 4.3.6. Experience in the industry
• 4.4. Operational Cost
• 4.5. Supply Chain Management
• 4.6. Demand and Supply Mechanism
• 4.7. Channel of Purchase

5. Japan Semiconductor Market Outlook, FY2018-FY2032F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Type
    • 5.2.1.1. Intrinsic
    • 5.2.1.2. Extrinsic
  • 5.2.2. By Components
    • 5.2.2.1. Memory Devices
    • 5.2.2.2. Logic Devices
    • 5.2.2.3. Analog IC
    • 5.2.2.4. MPU
    • 5.2.2.5. Discrete Power Devices
    • 5.2.2.6. MCU Sensors
    • 5.2.2.7. Others
  • 5.2.3. By Node Size
    • 5.2.3.1. 180 nm
    • 5.2.3.2. 130 nm
    • 5.2.3.3. 90 nm
    • 5.2.3.4. 65 nm
    • 5.2.3.5. 45/40 nm
    • 5.2.3.6. 32/28 nm
    • 5.2.3.7. 22/20 nm
    • 5.2.3.8. 16/14 nm
    • 5.2.3.9. 10/7 nm
    • 5.2.3.10. 7/5 nm
    • 5.2.3.11. 5 nm
  • 5.2.4. By End-user
    • 5.2.4.1. Networking and Communications
    • 5.2.4.2. Consumer Electronics
    • 5.2.4.3. Automotive
    • 5.2.4.4. Data Processing
    • 5.2.4.5. Aerospace
    • 5.2.4.6. Medical
    • 5.2.4.7. Military and Defense
    • 5.2.4.8. Others
  • 5.2.5. By Region
    • 5.2.5.1. North [Hokkaido and Tohoku]
    • 5.2.5.2. Central [Kanto and Chubu]
    • 5.2.5.3. South [Kansai, Chugoku, Shikoku, Kyushu, Okinawa]
  • 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2024)
• 5.3. Market Map Analysis, FY2024
  • 5.3.1. By Type
  • 5.3.2. By Components
  • 5.3.3. By Node Size
  • 5.3.4. By End-user
  • 5.3.5. By Region

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Pricing Analysis

9. Market Dynamics

• 9.1. Market Drivers
• 9.2. Market Challenges

10. Market Trends and Developments

11. Case Studies

12. Competitive Landscape

• 12.1. Competition Matrix of Top 5 Market Leaders
• 12.2. SWOT Analysis for Top 5 Players
• 12.3. Key Players Landscape for Top 10 Market Players
  • 12.3.1. Tokyo Electron Limited
    • 12.3.1.1. Company Details
    • 12.3.1.2. Key Management Personnel
    • 12.3.1.3. Products and Services
    • 12.3.1.4. Financials (As Reported)
    • 12.3.1.5. Key Market Focus and Geographical Presence
    • 12.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 12.3.2. Japan Semiconductor Corporation
  • 12.3.3. Fujitsu Semiconductor Memory Solution Limited
  • 12.3.4. Micron Memory Japan, K.K
  • 12.3.5. Sony Semiconductor Solutions Corporation
  • 12.3.6. Nuvoton Technology Corporation Japan
  • 12.3.7. Sharp Corporation
  • 12.3.8. TDK Corporation
  • 12.3.9. Seiko Instruments Inc.
  • 12.3.10. Rapidus Corporation

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

13. Strategic Recommendations

14. About Us and Disclaimer