全球半導(dǎo)體行業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.6臺積電

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TRENDSSemiconductorsCHAPTER

01OverviewSemiconductormarketrevenueworldwidefrom1987to2024(inbillionU.S.dollars)Semiconductormarketrevenueworldwide1987-202470060050040030020010003Description:In2023,semiconductorsaleswereexpectedtoreach520.1billionU.S.dollarsworldwide.Semiconductorsarecrucialcomponentsofelectronicsdevicesandtheindustryishighlycompetitive.Theyear-on-yeardeclineratein2023equatedto9.4percent,althoughaswiftrecoveryisexpectedin2024.ReadmoreNote(s):Worldwide;1987to2023Source(s):SIA;WSTSSemiconductormarketrevenuegrowthworldwidefrom1988to2024Semiconductormarketrevenuegrowthworldwide1988-202450%41.2%36.9%40%

36.4%30%32.5%28.3%31.8%28.3%17.7%26.2%21.6%13.7%18.3%20%13.1%9.9%4.8%8.9%9.1%7.8%8.9%6.6%6.8%10%0%4.1%3.8%3.2%3.3%1.4%1.1%0.4%-0.2%-2.8%-9%-2.7%-10%-20%-30%-40%-8.3%-8%-9.4%-12%-31.9%4Description:In2023,theglobalsemiconductorindustrywasexpectedtodeclineby9.4percentcomparedto2022.Alargemajorityofthefallcanbeputdowntothedeclineinthememorysegmentofthemarketwhichhadanegativeimpactonmanyofthetopvendors,mostnotablyonthelikesofSamsung.ReadmoreNote(s):Worldwide;1988to2023Source(s):WSTSSemiconductorsalesworldwidefrom2012to2024,bymonth(inbillionU.S.dollars)Globalsemiconductorsales2012-2024,bymonth60504030201005Description:InJanuary2024,globalsemiconductorsalescametoatotalof47.63billionU.S.dollarsforthemonth.Whencomparedtothesamemonthofthepreviousyear,semiconductorsaleswereupbyoversixbillionU.S.dollars.

ReadmoreNote(s):Worldwide;2012to2024Source(s):SIA;WSTSSemiconductormarketrevenueworldwidefrom2020to2025,byendmarket(inbillionU.S.dollars)Semiconductormarketrevenueworldwide2020-2025,byendmarketSmartphonePersonalcomputingConsumerelectronicsAutomotiveIndustrialelectronicsWiredandwirelessinfrastructureServers,datacenters,andstorage80070060050040030020010001366094785074763851405010474796089107100146117104202020232025*6Description:By2025,oneoftheleadingendmarketswithintheglobalsemiconductorindustryisexpectedtobesmartphones,particularlythecontinueddevelopmentofimagesensorsandedgeartificialintelligence(AI)processorsinsuchdevices.In2023,thesmartphonesemiconductormarketwasvaluedat104billionU.S.dollars,withprojectionssuggestingthisislikelytoriseto146billionU.S.dollarsby2025.ReadmoreNote(s):Worldwide;2020to2023;*Forecast.Thesourcecalculatedthesemiconductormarketsizebyapplicationbasedonindustrybasedonexternalresearchofmarketoutlook.

ReadmoreSource(s):ASMLCHAPTER

02RegionaloverviewSemiconductorsalesworldwidefrom2015to2023,byregion(inbillionU.S.dollars)Semiconductorsalesworldwide2015-2023,byregionAmericasEuropeJapanAsiaPacific700600500400300330.94342.97289.99282.86271.03248.82257.88201.0731.1208.3932.2948.1653.8546.7555.76200100043.6947.7639.9642.9636.4737.5236.635.9939.8238.3134.2668.7432.7165.54141.142022134.382023121.48202110395.37202088.49201778.6220192015201620188Description:In2023,theAsiaPacificregionmadeupthelargestshareofsemiconductorsaleswith289.99billionU.S.dollars.SemiconductorsalesintheAmericasamountedtosome134.38billionU.S.dollarsin2023,whileinEurope,salesreached55.76billionU.S.dollars.ReadmoreNote(s):NorthAmerica,CentralandSouthAmerica;2015to2023Source(s):WSTSSemiconductorsalesintheAmericasfrom2012to2024,bymonth(inbillionU.S.dollars)Americassemiconductorsales2012-2024,bymonth141210864209Description:InJanuary2024,semiconductorsalesintheAmericasamountedto12.64billionU.S.dollars,anincreasefromthe10.51billionU.S.dollarsthatwasrecordedforthesamemonthofthepreviousyear.Totalsalesworldwideequatedto47.63billionU.S.dollarsforthemonthofJanuaryin2024.ReadmoreNote(s):NorthAmerica,CentralandSouthAmerica,LAC;2012to2024Source(s):SIA;WSTSSemiconductorsalesinEuropefrom2012to2024,bymonth(inbillionU.S.dollars)Europesemiconductorsales2012-2024,bymonth6.05.04.03.02.01.00.010Description:InJanuary2024,semiconductorsalesinEuropeamountedto4.42billionU.S.dollars,slightlydownfromthe4.48billionU.S.dollarsseeninsamemonthin2023.Whenlookingattotalsemiconductorsglobally,figuresforJanuary2024reached47.63billionU.S.dollars.ReadmoreNote(s):Europe;2012to2024Source(s):SIA;WSTSSemiconductorsalesinChinafrom2015to2024,bymonth(inbillionU.S.dollars)SemiconductorsalesinChina2015-2024,bymonth20181614121086420Mar

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'2311Description:SemiconductorsalesinChinareached14.76billionU.S.dollarsinJanuary2024.TheJanuary2023figureisasignificantincreasefromthemonthofJanuaryin2023wheresalesinChinareached11.66billionU.S.dollars.

ReadmoreNote(s):China;2015to2024Source(s):SIA;WSTSMonthlysemiconductorsalesinJapanfromJanuary2016toNovember2023(inbillionU.S.dollars)MonthlysemiconductorsalesJapan2016-20234.54.03.53.02.52.01.51.00.50.012Description:ThemonthlysemiconductorsalesinJapanstoodat3.91billionU.S.dollarsinNovember2023.Thiswasadecreaseofabout110milliondollarscomparedtothesamemonthofthepreviousyear.

ReadmoreNote(s):Japan;January2016toNovember2023;three-monthmovingaveragesSource(s):SIA;WSTSCHAPTER

03SegmentsIntegratedcircuit(IC)marketrevenueworldwideworldwidefrom2009to2024(inbillionU.S.dollars)ICmarketrevenueworldwide2009-2024600500400300487.45474.4463422.17393.29361.23343.19333.35277.3274.48276.7249.9247.07251.78238.24190.342009200100020102011201220132014201520162017201820192020202120222023202414/statistics/519456/forecast-of-worldwide-semiconductor-sales-of-integrated-circuitsTheworldwideintegratedcircuit(IC)semiconductormarketreached422.17billionU.S.dollarsinrevenuein2023.Themarketissettorecoverin2024,growingbyaround15.5percentascomparedtothepreviousyearto487.45billionU.S.dollars.

ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSLogicsemiconductormarketrevenueworldwidefrom2009to2024(inbillionU.S.dollars)Logicsemiconductormarketrevenueworldwide2009-2024250200150100191.69176.58174.94154.84118.41109.3106.54102.2191.63201490.75201591.585.93201381.778.78201177.38201065.222009500201220162017201820192020202120222023202415Description:In2023,revenuefromlogicsemiconductorsreached174.9billionU.S.dollars,slightlydownfromthe176.6billionU.S.dollarsinrevenuethatwasrecordedin2022.Predictionsfor2024suggestthatrevenuesfromsemiconductorlogiccomponentswillgrowoncemoreto191.7billionU.S.dollars,a9.6percentincrease.ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSMemorysemiconductormarketrevenueworldwidefrom2006to2024(inbillionU.S.dollars)Memorysemiconductormarketrevenueworldwide2006-202418016014012010080157.97153.84129.77129.77123.97117.48106.4489.679.2377.21

76.7769.6167.04201360.75201157.8520075756.4604020046.35200844.820062009201020122014201520162017201820192020202120222023202416Description:In2023,revenuefrommemorycomponentsaleswasestimatedtoreach89.6billionU.S.dollars,adecreasefromthe129.8billiondollarsinrevenuethatwasrecordedin2022.Forecastsfor2024predictthatrevenuefrommemorycomponentsalesaresettorecoverto129.8billionU.S.dollars,a44.8percentincreasefrom2023.ReadmoreNote(s):Worldwide;2006to2023Source(s):WSTSAnalogsemiconductormarketrevenueworldwidefrom2009to2024(inbillionU.S.dollars)Analogsemiconductormarketrevenueworldwide2009-2024100908070605088.9884.0681.0574.1158.7955.6653.9453.0747.8545.2344.3742.2942.3440.1239.340302010032200920102011201220132014201520162017201820192020202120222023202417Description:In2023,revenuefromglobalsemiconductoranalogcomponentsalesreached81.05billionU.S.dollars,andisexpectedtoriseto84.06billionU.S.dollarsby2024.Thisrepresentsapredictedincreaseof3.7percentfor2024ascomparedtothepreviousyear.ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSMicrosemiconductormarketrevenueworldwidefrom2009to2024(inbillionU.S.dollars)Microsemiconductormarketrevenueworldwide2009-2024908081.9480.2279.0776.5869.6867.2370605040302010066.4465.263.9362.0761.360.6360.2460.5958.6948.33200920102011201220132014201520162017201820192020202120222023202418Description:In2023,revenuefromglobalmicrointegratedcircuitsalesreached76.58billionU.S.dollars.Thesalesrevenueisprojectedtoamountto81.94billionU.S.dollarsin2024,anincreaseofsevenpercentascomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2009to2023Source(s):WSTSOptoelectronicsemiconductormarketrevenueworldwidefrom2008to2024(inbillionU.S.dollars)Optoelectronicsemiconductormarketrevenueworldwide2008-20245045403543.9143.443.3242.5841.5640.438.0334.8133.2631.9929.873025201510527.5726.223.0921.717.917.0420090200820102011201220132014201520162017201820192020202120222023202419Description:In2023,optoelectronicsemiconductorsalesworldwidereached42.58billionUSdollars.In2024,thesalesrevenueisexpectedtoamountto43.32billionUSdollars,amarginalincreaseofjust1.7percentascomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2008to2023Source(s):WSTSDiscretesemiconductormarketrevenueworldwidefrom2006to2024(inbillionU.S.dollars)Discretesemiconductormarketrevenueworldwide2006-202440353037.4635.9533.9930.3424.123.8823.82521.6521.3920.1719.819.4219.1418.61201510518.216.81

16.9416.214.172009020062007200820102011201220132014201520162017201820192020202120222023202420Description:In2023,semiconductorindustryrevenuefromdiscretesemiconductorcomponentsreached35.95billionU.S.dollars,upfromthe33.99billionU.S.dollarsthatwasrecordedinthepreviousyear.Forecastspredictthatin2024,revenuesfromdiscretesemiconductorswillriseto37.46billionU.S.dollars,a4.2percentincreasefrom2023.ReadmoreNote(s):Worldwide;2006to2023Source(s):WSTSCHAPTER

04CompaniesLeadingtechcompaniesworldwide2024,bymarketcapitalization(inbillionU.S.dollars)Leadingtechcompaniesworldwide2024,bymarketcapMarketcapitalizationinbillionU.S.dollars1,000

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2,00005002,5003,0003,500Microsoft3,142AppleNvidia2,6382,375Alphabet(Google)Amazon1,8711,866MetaPlatforms(Facebook)TSMC1,282727.37626.35549.79397.26BroadcomTeslaSamsung22Description:AsofMarch26,2024,Microsoftwastheleadingtechcompanybymarketcapitalizationgloballyat3.14trillionU.S.dollars.Applerankedsecond,totalingaround2.64trillionU.S.dollarsinmarketcapitalization.Nvidia,Alphabet(Google),andAmazonmadeuptherestofthetopfive.ReadmoreNote(s):Worldwide;March2024Source(s):CompaniesMarketCSemiconductorcompaniesmarketrevenueworldwidefrom2009to2023(inbillionU.S.dollars)Semiconductorcompaniesmarketrevenueworldwide2009-2023IntelSKHynixOthersSamsungElectronicsAMDRenesasTechnologyKioxia(ToshibaMemory)QualcommSTMicroelectronicsInfineonBroadcomAppleMicronTechnologyNvidiaTexasInstrumentsNXPWesternDigitalMediaTek700600500400300200100020092010201120122013201420152016201720182019202020212022202323Description:In2023,Intelwastheleadingsemiconductorvendorwith48.66billionU.S.dollarsinrevenue,withSamsungrankingsecondamongvendorsaftergenerating39.91billionU.S.dollarsinrevenue.ReadmoreNote(s):Worldwide;2009to2023Source(s):GartnerSemiconductorcompaniesmarketrevenueshareworldwidefrom2008to2023Semiconductorcompaniesmarketrevenueshareworldwide2008-2023IntelSamsungElectronicsAMDMediaTekQualcommSTMicroelectronicsWesternDigitalBroadcomAppleInfineonTechnologiesNECElectronics*NvidiaTexasInstrumentsMicronTechnologySKHynixOthersNXPRenesasElectronicsKioxia(ToshibaMemory)100%90%80%70%60%50%40%30%20%10%0%200820092010201120122013201420152016201720182019202020212022202324Description:In2023,Intelretookthemarketleaderpositionwithintheglobalsemiconductorindustrywithamarketshareof9.1percent.Samsungrankedsecondamongvendors,occupyingamarketshareof7.5percent.

ReadmoreNote(s):Worldwide;2008to2023Source(s):GartnerIntegratedcircuit(IC)designcompaniesrevenueworldwidefrom2017to2023,byquarter(inmillionU.S.dollars)Integratedcircuit(IC)designcompaniesrevenueworldwide2017-2023,byquarterNvidiaMarvellHimaxQualcommNovatekMPSBroadcomRealtekXilinxAMDWillSemiconductorSynapticsMediaTekCirrusLogicDialogSemiconductor50,00045,00040,00035,00030,00025,00020,00015,00010,0005,0000Q1'17Q3'17Q1'18Q2'18Q3'18Q4'18Q1'19Q2'19Q3'19Q1'20Q2'20Q3'20Q1'21Q2'21Q3'21Q1'22Q2'22Q3'22Q4'22Q1'23Q2'23Q3'2325Description:Inthethirdquarterof2023,oftheleadingintegratedcircuitdesigncompaniesworldwide,Nvidia'srevenueamountedtoabout16.5billionU.S.dollars,whilstQualcommrankedsecondwithrevenueof7.4billionU.S.dollars.Benefittingfromtheglobaldemandforitstechnologies,Nvidia’ssolutionsarebeingdeployedforacceleratedcomputingandgenerativeAIapplications,notablyChatGPT.ReadmoreNote(s):Worldwide;2017to2023Source(s):TrendForceSemiconductorfoundriesmarketrevenueworldwidefrom2019to2023,byquarter(inmillionU.S.dollars)Semiconductorfoundriesmarketrevenueworldwide2019-2023,byquarterTSMCSamsungGlobalFoundriesUMCSMICHuaHongGroupTowerPSMCNexchipVISDBHitek40,00035,00030,00025,00020,00015,00010,0005,0000Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42019

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202326Description:Inthefourthquarterof2023,TaiwanSemiconductorManufacturingCompany(TSMC)generatedabout19.66billionU.S.dollarsinrevenueinthesemiconductorfoundrymarket,whileSamsungmade3.62billionU.S.dollars.ReadmoreNote(s):Worldwide;2019to2023;*Estimate.ReadmoreSource(s):TrendForceSemiconductorfoundriesrevenueshareworldwidefrom2019to2023,byquarterSemiconductorfoundriesrevenueshareworldwide2019-2023,byquarterTSMCSamsungGlobalFoundriesUMCSMICHuaHongGroupTowerPSMCVISNexchipOtherDBHitek100%90%80%70%60%50%40%30%20%10%0%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42019

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202327Description:Inthefourthquarterof2023,TaiwanSemiconductorManufacturingCompany(TSMC)recordedamarketshareof61.2percentintheglobalsemiconductorfoundrymarket,whileSamsungoccupied11.3percentofthemarket.Intermsofrevenue,thetoptensemiconductorfoundriesworldwidegenerated30.49billionU.S.dollarsinthefourthquarterof2023.ReadmoreNote(s):Worldwide;2019to2023Source(s):TrendForceTechnologycompaniesrankedbyexpenditureonsemiconductorsworldwidefrom2014to2022(inbillionU.S.dollars)Technologycompaniesrankedbyexpenditureonsemiconductorsworldwide2014-2022AppleXiaomiSamsungElectronicsHuaweiLenovoHPInc.DellSonyBBKElectronicsHonHaiOthersWesternDigitalHewlettPackardEnterpriseToshibaLGElectronicsCiscoSystemsKingstonTechnology700600500400300200100020142015201620172018201920202021202228Description:Asperrecentdata,in2021,thetotalamountofglobalexpendituresonsemiconductorsreachedmorethan601billionU.S.dollars.Applespentthehighestamountofmoneyonsemiconductorswith67.06billionU.S.dollars,whilstSamsungElectronicsoccupiedsecondplacewithaspendof46.07billionU.S.dollars.ReadmoreNote(s):Worldwide;2014to2022Source(s):Design&Reuse;GartnerTechnologycompaniesmarketshareofexpenditureonsemiconductorsworldwidefrom2019to2022(inbillionU.S.dollars)Techcompaniesmarketshareofexpenditureonsemiconductorsworldwide2019-2022Apple

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HewlettPackardEnterprise*120%100%80%60%40%20%0%201920202021202229Description:In2022,Applehadthehighestmarketshareamongtechnologycompaniesintermsofsemiconductorexpenditure,accountingfor11.1percentofthetotalworldwidemarket,whilstSamsungoccupied7.7percent.ReadmoreNote(s):Worldwide;2019to2022Source(s):Design&Reuse;GartnerCHAPTER

05Specialfocus:AIchipsArtificialintelligence(AI)chipmarketrevenueworldwidefrom2023to2033(inbillionU.S.dollars)AIchipmarketrevenueworldwide2023-2033400350300250200150341260198151115881006751395003023202320242025*2026*2027*2028*2029*2030*2031*2032*2033*31Description:In2023,theartificialintelligence(AI)chipmarketreached23billionU.S.dollars.Thisfigureisforecasttoincreaseto30billiondollarsbytheendof2024asthehypearoundAIapplicationscontinuestogrow,withlongerforecastssuggestingthemarketwillapproach150billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide;2023to2024;*Forecast.ReadmoreSource(s):Market.usGraphicsprocessingunit(GPU)marketsizeworldwidein2022and2032(inbillionU.S.dollars)GPUmarketsizeworldwide2022-20324504003503002502001501005040040020222032*32Description:In2022,theglobalgraphicsprocessingunit(GPU)marketwasvaluedat40billionU.S.dollars,withforecastssuggestingthatby2032thisislikelytoriseto400billionU.S.dollars,growingatacompoundannualgrowthrate(CAGR)of25percentfrom2023to2032.ReadmoreNote(s):Worldwide;2022;*Forecast.ReadmoreSource(s):GlobalMarketInsightsArtificialintelligence(AI)marketdividegloballyin2023withforecastto2030,bysegment(inbillionU.S.dollars)MarketsizeofAItechnologiesworldwide2020-2030,bysegmentComputerVisionAIRoboticsMachineLearningAutonomous&SensorTechnologyNaturalLanguageProcessing80070060050040030020010002020202120222023202420252026202720282029203033Description:MachinelearningremainsthelargestsegmentoftheAImarketin2023andisexpectedtocontinueassuchuntilatleast2030.ThisstemsinlargepartfromthemachinelearningsegmentbeingthemostprolificandsimpleAItocreate.Itssubcategory,deeplearn