반도체 파운드리 세계 시장 규모는 2022년 1,069억 2,000만 달러로 평가되었습니다. 2023년 1,156억 6,000만 달러에서 2031년 2,158억 8,000만 달러로 성장할 것으로 예상되며, 예측 기간(2024-2031년) 동안 8.12%의 연평균 복합 성장률(CAGR)을 나타낼 것으로 예상됩니다.
자동차 산업은 안전한 개인 교통수단에 대한 수요가 급증하고 전기차와 자율주행차의 등장으로 눈에 띄는 회복세를 보이고 있으며, ECU, 인포테인먼트 시스템, 센서와 같은 핵심 부품에 사용되는 반도체에 대한 요구사항이 크게 증가하고 있습니다. 유럽위원회는 2030년까지 최소 3,000만 대의 전기차를 도로에 보급하겠다는 야심찬 목표를 세웠으며, 특히 사각지대 감지 및 백업 카메라와 같은 기능에 대한 수요는 더욱 가속화되고 있습니다. 인도에서는 정부가 2031년까지 모든 자동차에 첨단운전자보조시스템(ADAS) 장착을 의무화하면서 반도체에 대한 수요가 더욱 증가하고 있습니다. 그러나 자동차 제조업체들은 현재 8인치 반도체 생산 능력의 제한적인 성장으로 인해 반도체 부품 부족으로 인한 생산 문제를 겪고 있으며, 이는 단기적인 가격 상승을 초래하고 있습니다. 이러한 상황은 승용차 및 상용차의 세계 수요 감소로 인해 더욱 악화되어 자동차 부문의 수익에 악영향을 미치고 있습니다. 그럼에도 불구하고, 미국 반도체 파운드리 시장은 산업적 제약이 해소되고 자동차 기술 혁신이 가속화됨에 따라 향후 예측 기간 동안 지속적인 CAGR을 유지하며 견조한 성장세를 보일 것으로 예상됩니다.
Global Semiconductor Foundry Market size was valued at USD 106.92 billion in 2022 and is poised to grow from USD 115.6 billion in 2023 to USD 215.88 billion by 2031, growing at a CAGR of 8.12% during the forecast period (2024-2031).
The automotive industry is experiencing a notable recovery, driven by surging demand for safer personal transportation and the rise of electric and autonomous vehicles, which are significantly increasing the requirement for semiconductors used in critical components like ECUs, infotainment systems, and sensors. The European Commission's ambitious goal of having at least 30 million electric vehicles on the roads by 2030 has further accelerated this demand, particularly for features like blind-spot detection and backup cameras. In India, the government is pushing for the mandatory inclusion of Advanced Driver Assistance Systems (ADAS) in all vehicles by 2031, further propelling semiconductor needs. However, automotive manufacturers are currently grappling with production challenges due to a pervasive shortage of semiconductor components, exacerbated by limited growth in 8-inch semiconductor production capacity, which has resulted in short-term price increases. This situation is compounded by a significant decline in global demand for passenger and commercial vehicles, negatively affecting revenue in the automotive sector. Nevertheless, the US semiconductor foundry market is anticipated to show resilient growth, maintaining a sustainable compound annual growth rate (CAGR) in the upcoming forecast period, as the industry's constraints are addressed and more innovations emerge in automotive technology.
Top-down and bottom-up approaches were used to estimate and validate the size of the Global Semiconductor Foundry market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.
Global Semiconductor Foundry Market Segmental Analysis
Global Semiconductor Foundry Market is segmented by Technology, Foundry Type, Application, and Region. Based on Technology, the market is segmented into CMOS, BiCMOS, GaAs. Based on Foundry Type, the market is segmented into Pure Play Foundry, IDMs. Based on Application, the market is segmented into Automotive, Consumer Electronics, Industrial, Healthcare, Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.
Driver of the Global Semiconductor Foundry Market
The Global Semiconductor Foundry market is experiencing robust growth, primarily driven by the escalating demand for integrated circuits (ICs) across diverse sectors such as automotive, consumer electronics, healthcare, military applications, and smart home devices. The proliferation of IoT-enabled products is significantly increasing the need for advanced ICs, which, in turn, boosts demand for semiconductor foundries capable of producing these complex components. Additionally, substantial government investments aimed at advancing semiconductor technology in various countries further catalyze industry growth, positioning the foundry sector as a critical player in meeting the ever-evolving requirements of an increasingly connected world.
Restraints in the Global Semiconductor Foundry Market
The Global Semiconductor Foundry market faces significant restraints due to tariff disruptions and shifts in global trade dynamics. The industry, predominantly influenced by the United States' longstanding market leadership, risks a substantial decrease in its market share-projected at 16%-due to rising trade tensions, particularly with China. The imposition of restrictive tariffs on industrial goods and materials essential for chip production exacerbates this challenge, creating an unstable business environment. Consequently, manufacturers may increasingly pivot their focus towards the Asia Pacific region, potentially undermining the competitive edge of US semiconductor firms and altering the global landscape of semiconductor manufacturing.
Market Trends of the Global Semiconductor Foundry Market
The Global Semiconductor Foundry market is experiencing significant growth, driven by the escalating demand for semiconductors across various industries, particularly in automotive applications due to the rise of autonomous driving technologies. This surge necessitates enhanced production capacities and innovations in automotive chips, prompting foundries to intensify their focus on this sector. Additionally, the expanding integration of semiconductors in telecommunications, computing, networking, and consumer electronics further fuels demand, creating a robust market landscape. As tech advancements accelerate, the foundry sector is poised for continued expansion, with strategic investments and partnerships aimed at meeting the evolving needs of diverse industries.