出版：TECHCET（テクセット） 出版年月：2022年7月
2022 Semiconductor Industry Trends And Drivers
半導体産業の動向と成長促進要因 2022年
| ページ数 | 30 |
| 図表数 | 20 |
| 価格（ベーシックライセンス） | USD3,980.00 |
| 種別 | 英文調査報告書 |
TECHCET「半導体産業の動向と成長促進要因 2022年 – 2022 Semiconductor Industry Trends And Drivers」は半導体市場および半導体産業の要点をまとめ、簡潔に解説・分析したCMRショートレポートシリーズの一冊です。
主な掲載内容
- 半導体産業の状況と展望
- 世界経済
- 半導体市場
- 半導体の売上推移
- 半導体の売上動向
- 半導体産業展望
- 半導体の数量とウェハー出荷数推移予測
- 電子製品市場
- スマートフォン
- PC出荷数
- 自動車売上
- 自動車売上と半導体売上に与える影響
- サーバー／IT
- 半導体製造の推移と発展
- 政策と貿易の動向と影響
- 半導体材料展望
While facing numerable challenges, 2021 was be a record-breaking year for the global semiconductor industry and 2022 will be a healthy year as well. This market outlook report provides the information and context behind the TECHCET Semiconductor Materials forecast that shows the materials market propelling past US$50 billion in 2021 and perhaps approaching US$70 billion by 2025.
ANALYST BIOGRAPHY
Dan Tracy, PhD- Sr. Director of Market Research, TECHCET Covers silicon wafers, packaging materials, sputtering targets and deposition materials, Has over 20 years of experience in the electronics industry covering supply-chain topics related to semiconductor packaging, thin films, semiconductor process equipment, and semiconductor materials.
Previously was the senior director of the Industry Research & Statistics group at SEMI. Worked for Rose Associates covering electronic materials, and for National Semiconductor as a Packaging Engineer.
Holds a Ph.D. in Materials Engineering from Rensselaer Polytechnic Institute.
目次
1 SCOPE, PURPOSE AND METHODOLOGY 7
1.1 PURPOSE 8
1.2 METHODOLOGY 9
1.3 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 10
2 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 11
2.1 WORLDWIDE ECONOMY 12
2.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE zGLOBAL ECONOMY 13
2.1.2 SEMICONDUCTOR SALES GROWTH 14
2.1.3 TAIWAN MONTHLY SALES TRENDS 15
3.0 ELECTRONIC GOODS MARKET 11
3.1 SMARTPHONES 12
3.2 PC UNIT SHIPMENTS 13
3.3 ELECTRIC VEHICLE (EV) MARKET TRENDS 14
3.3.1 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 15
3.4 SERVERS / IT MARKET 16
4.0 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 17
4.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 18
4.2 WW FAB EXPANSION DRIVING GROWTH 19
4.3 EQUIPMENT SPENDING TRENDS 20
4.4 TECHNOLOGY ROADMAPS 21
4.5 FAB INVESTMENT ASSESSMENT 22
5.0 POLICY & TRADE TRENDS AND IMPACT 23
5.1 POLICY AND TRADE ISSUES 24
6.0 SEMICONDUCTOR MATERIALS OUTLOOK 25
6.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION? 26
6.2 LOGISTICS ISSUES PLAGUE THE WESTERN WORLD, CONTINUED 27
6.3 TECHCET WAFER STARTS FORECAST THROUGH 2026 28
6.4 TECHCET WAFER START FORECAST 29
6.5 TECHCET’S MATERIALS FORECAST 30
FIGURE 1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2021) 14
FIGURE 2: WORLDWIDE SEMICONDUCTOR SALES 15
FIGURE 3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX* 16
FIGURE 4: SEMICONDUCTOR CHIP APPLICATIONS 17
FIGURE 5: MOBILE PHONE SHIPMENTS WW ESTIMATES 18
FIGURE 6: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3 19
FIGURE 7: GLOBAL EV TRENDS 20
FIGURE 8: SEMICONDUCTOR SPEND PER VEHICLE TYPE 21
FIGURE 9: TSMC CONSTRUCTION SITE IN ARIZONA 23
FIGURE 10: CHIP EXPANSIONS 2021-2026 > US$460 B 24
FIGURE 11: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 25
FIGURE 12: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS 26
FIGURE 13: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP 27
FIGURE 14: EUROPE CHIP EXPANSION UPSIDE 32
FIGURE 15: TECHCET WAFER START FORECAST BY NODE 34
FIGURE 16: TECHCET WAFER START FORECAST BY NODE 35
FIGURE 17: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 36
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 12
TABLE 2: IMF ECONOMIC OUTLOOK* 13
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021 22