半導体業界動向：2007〜2010年

Abstract

RNCOS' report "Semiconductor Industry (2007-2010)" provides extensive research and objective analysis on the Semiconductor Market, its performance and future prospects. This reports helps the clients to analyze the trends and developments in Semiconductor Market as well as they can gain exclusive insights of Semiconductor industry in eight important countries China, India, Japan, Taiwan, UK, Germany, France and US.

This report critically examines and provides extensive insights into the state of the Global Semiconductor Industry, including current market size, market segmentation, semiconductor equipment market, forecast across segments, major players and their market shares, end user analysis, regional market analysis, Trend Analysis, key industry drivers etc. It also highlights the success factors and opportunities in the Semiconductor industry.

Key Findings

• The growth in the year 2006 was driven primarily by DRAM (Dynamic Random Access Memory) and wireless chip sales to telecom equipment manufacturers.
• The Asia-Pacific market has outperformed the global average industry growth due to growing demand. Demand for Products, which use semiconductor such as computers and consumer electronics in China and India is growing, and is leading to escalating demand for semiconductor components.
• The companies had grown impressively by registering high growth rates during 2004 and 2005, for example Samsung Electronics in China grew by over 70% from the year 2004. As 300 mm wafers size fabrication is growing in importance, many companies are looking forward to set-up the 300 mm fabrication plant.
• The rise in Automated Test Equipment (ATE) sales during first six months of 2006 was primarily driven by the increased capacity requirements for testers for SOC (System-on-a-chip) and memory, especially flash.

Key Issues and Fact Analyzed

• What are the trends in Global Semiconductor Market with respect to market value, segmentation, Capital Spending, Major Companies, future prospects etc.
• What are the trends in different countries?
• What are the future growth opportunities?
• What are the success factors of WLAN Industry?
• What are the challenges associated with the market?

Key Players Analyzed

This section provides the overview about the prominent players in the field of Semiconductors like Intel, Samsung, Hynix, Micron Technology, Toshiba, TSMC Group, Powerchip, AMD, STMicroelectronics, Infineon Technologies, Texas Instruments and NEC Corporation.

Research Methodology Used

Information Sources

Information has been sourced from books, newspapers, trade journals, and white papers, industry portals, government agencies, trade associations, monitoring industry news and developments, and through access to more than 3000 paid databases.

Analysis Methods

The analysis methods includes the following: Ratio Analysis, Historical Trend Analysis, Linear Regression Analysis using software tools, Judgmental Forecasting and Cause and Effect Analysis.

Table of Contents

1. Analyst View

2. Research Overview

3. Industry Overview

4. Industry Performance

• 4.1 Current and Past Performance
  • 4.1.1 Global Semiconductor Industry
    • 4.1.1.1 Market Value
    • 4.1.1.2 Semiconductor Market by Product
    • 4.1.1.3 Semiconductor Market by End Application
    • 4.1.1.4 Industry Segmentation
    • 4.1.1.5 Semiconductor Equipment Industry
      • 4.1.1.5.1 Wafer Fabrication Equipment Market
      • 4.1.1.5.2 Assembly, Packaging and Test Equipment Market
    • 4.1.1.6 Semiconductor Capital and Equipment Spending
    • 4.1.1.7 Top Semiconductor Consuming Companies
    • 4.1.1.8 Global Semiconductor Industry by Region
    • 4.1.1.9 Global Fabrication Plant Capacity by Region
  • 4.1.2 Regional Market
    • 4.1.2.1 Asia-Pacific
      • 4.1.2.1.1 Japan
      • 4.1.2.1.2 China
      • 4.1.2.1.3 India
      • 4.1.2.1.4 Taiwan
    • 4.1.2.2 Europe
      • 4.1.2.2.1 UK
      • 4.1.2.2.2 Germany
      • 4.1.2.2.3 France
    • 4.1.2.3 Americas
      • 4.1.2.3.1 US

5. Industry Analysis

• 5.1 Trend Analysis
  • 5.1.1 Cost Analysis
  • 5.1.2 Wafer Diameter
• 5.2 Porter Five Forces Analysis
  • 5.2.1 Threat of New Entrants
  • 5.2.2 Power of Suppliers
  • 5.2.3 Power of Buyers
  • 5.2.4 Availability of Substitutes
  • 5.2.5 Competitive Rivalry
• 5.3 Success Factors
  • 5.3.1 Intensive R&D
  • 5.3.2 Technology Enabler
  • 5.3.3 Growing Electronic System Market
  • 5.3.4 Decreasing Size of Chips
• 5.4 Opportunities
  • 5.4.1 Nanotechnology
  • 5.4.2 WIMAX Equipment Market
  • 5.4.3 WLAN Chipsets
  • 5.4.4 Other Opportunities
• 5.5 Challenges
  • 5.5.1 Government Regulation
  • 5.5.2 IPR (Intellectual Property Rights) Protection
  • 5.5.3 Costs
  • 5.5.4 Skilled People
• 5.6 Future Outlook, 2010

6. Key Players

• 6.1 Intel
• 6.2 Samsung Electronics Co. Ltd.
• 6.3 Hynix Semiconductors
• 6.4 Micron Technology
• 6.5 Toshiba Corporation
• 6.6 Taiwan Semiconductor Manufacturing Company Limited (TSMC)
• 6.7 Powerchip Semiconductor Corporation
• 6.8 Advanced Micro Devices, Inc. (AMD)
• 6.9 STMicroelectronics
• 6.10 Infineon Technologies
• 6.11 Texas Instruments
• 6.12 NEC Corporation

List of Figures:

• Figure 4-1: Worldwide - Semiconductor Market (in Billion US$), 2001-2006
• Figure 4-2: Worldwide - Semiconductor Industry Segmentation by Sales (%), 2006
• Figure 4-3: Worldwide - Semiconductor Equipment Market (in Billion US$), 2001-2006
• Figure 4-4: Worldwide - Wafer Fabrication Equipment Market (in Billion US$), 2005 & 2006
• Figure 4-5: Worldwide - Segmentation of Wafer Fabrication Equipment Market by Components (in Billion US$), 2006
• Figure 4-6: Worldwide - Segmentation of Wafer Fabrication Equipment Market by Components (%), 2006
• Figure 4-7: Worldwide - Fastest Growing Segments in Wafer Fabrication Equipment Market (%), 2006
• Figure 4-8: Worldwide - Segmentation of Assembly, Packaging and Test Equipment Market by Components (in Billion US$), 2006
• Figure 4-9: Worldwide - Segmentation of Assembly, Packaging and Test Equipment Market by Components (%), 2006
• Figure 4-10: Worldwide - Fastest Growing Segments in Assembly, Packaging and Test Equipment Market (%), 2006
• Figure 4-11: Worldwide - Fabric Capacity for 200 mm Wafer Size by Region (%), 2000 & 2006
• Figure 4-12: Worldwide - Fabric Capacity for 300 mm Wafer Size by Region (%), 2006
• Figure 4-13: Asia-Pacific - Semiconductor Market Value (in Billion US$), 2001-2006
• Figure 4-14: Asia-Pacific - Semiconductor Market Segmentation (%), 2006
• Figure 4-15: Japan - Semiconductor Market Value (in Billion US$), 2001-2006
• Figure 4-16: Japan - Semiconductor Market Segmentation (%), 2006
• Figure 4-17: Japan - 200 mm Fabrication Capacity (in Million WSPM), 2000 & 2006
• Figure 4-18: Japan - PC Sales (in Thousand Units), 2001- 2006
• Figure 4-19: China - Semiconductor Market (in Billion US$), 2000-2005
• Figure 4-20: China - Total and Local IC Market by Sales (in Billion US$), 2001-2005
• Figure 4-21: China - IC Manufacturing by Sales Revenue (in Million US$), 2002-2005
• Figure 4-22: China - Wafer Fabrication Production Value (in Billion US$), 2005 & 2006
• Figure 4-23: India - Semiconductor Ecosystem, 2006
• Figure 4-24: India - Semiconductor Market Value (in Billion US$), 2003 & 2005
• Figure 4-25: India - Electronics Production Value (in Billion US$), 2000-01 to 2004-05
• Figure 4-26: Taiwan - IC Fabless Revenue (in Billion US$), 2001-2005
• Figure 4-27: Taiwan - IC Fabrication Revenue (in Billion US$), 2001-2005
• Figure 4-28: Taiwan - IC Packaging Revenue (in Billion US$), 2001-2005
• Figure 4-29: Europe - Semiconductor Market Value (in Billion US$), 2001-2006
• Figure 4-30: Europe - Semiconductor Market Segmentation (%), 2005
• Figure 4-31: UK - Semiconductor Market Value (in Billion US$), 2001-2006
• Figure 4-32: UK - Semiconductor Market Segmentation (%), 2006
• Figure 4-33: UK - Market Share of Major Semiconductor Companies (%), 2006
• Figure 4-34: UK - Consumer Electronics Market (in Billion US$), 2001-2005
• Figure 4-35: Germany - Semiconductor Market Value (in Billion US$), 2001- 2006
• Figure 4-36: Germany - Semiconductor Market Segmentation (%), 2006
• Figure 4-37: Germany - Market Share of Major Semiconductor Companies (%), 2006
• Figure 4-38: France - Semiconductor Market Value (in Billion US$), 2001- 2006
• Figure 4-39: France - Semiconductor Market Segmentation (%), 2006
• Figure 4-40: France - Market Share of Major Semiconductor Companies (%), 2006
• Figure 4-41: France - Consumer Electronics Market (in Billion US$), 2001-2005
• Figure 4-42: US - Semiconductor Market Value (in Billion US$), 2001- 2006
• Figure 4-43: US - Semiconductor Market Segmentation (%), 2006
• Figure 4-44: US - Market Share of Major Semiconductor Companies (%), 2006
• Figure 4-45: US - Consumer Electronics Market (in Billion US$), 2001-2005
• Figure 5-1: Trend Analysis of Fab Cost and Per Unit Output Cost (1960- 2010)
• Figure 5-2: Worldwide - Silicon Wafer Diameter Trends (in Million Square Inch), 1978-2009F
• Figure 5-3: Worldwide - Electronic Systems Market (in Billion US$), 2002-2005
• Figure 5-4: Worldwide - Forecast for Nanoelectronics Market (in Billion US$), 2007 & 2011
• Figure 5-5: Worldwide - Forecast for WIMAX Equipment Market (in Million US$), 2006-2010
• Figure 5-6: Worldwide - Forecast for WLAN Chipsets Market by Value (in Billion US$), 2006-2009
• Figure 5-7: Worldwide - Forecast for Semiconductor Market Value (in Billion US$), 2006-2010
• Figure 5-8: Worldwide - Forecast for Semiconductor Market by Region (%), 2010
• Figure 5-9: Forecast for Growth Rates of Semiconductor Industry by Regions and Countries (%), 2006-2010
• Figure 6-1: Intel - Stock Performance
• Figure 6-2: Toshiba Corporation - Stock Performance
• Figure 6-3: TSMC - Stock Performance
• Figure 6-4: AMD - Stock Performance
• Figure 6-5: STMicroelectronics - Stock Performance
• Figure 6-6: Infineon Technologies - Stock Performance
• Figure 6-7: Texas Instruments - Stock Performance
• Figure 6-8: NEC Corporation - Stock Performance

List of Tables:

• Table 4-1: Worldwide - Semiconductor Market by Product (in Billion US$), 2004-2006
• Table 4-2: Worldwide - Semiconductor Market Revenues and Shares by Application, 2005
• Table 4-3: Worldwide - Quarterly Shipments of Silicon Materials (in Million Square Inch), 2000-2006
• Table 4-4: Worldwide - Semiconductor Capital and Equipment Spending (in Million US$), 2004-2006
• Table 4-5: Worldwide - Top 20 Semiconductor Manufacturers Capital Spending and Market Share (2005 & 2006)
• Table 4-6: Worldwide - OEM Semiconductor Buyers by Spending (in Billion US$), 2005 & 2006
• Table 4-7: Worldwide - Semiconductor Sales by Region (%), 2005 & 2006
• Table 4-8: Worldwide - 300 mm Wafers Production by Companies, 2007
• Table 4-9: Japan - Manufacturing in Electronics Industry by Product and Value (in Million Yen), 2006
• Table 4-10: China - IC Market by Product and Respective Market Share, 2005
• Table 4-11: China - Major Global Companies by Revenue (in Million US$), 2005
• Table 4-12: Taiwan - Segmentation of IC Market by Value (in Billion US$), 2001-2005
• Table 4-13: Taiwan - Major Product Types by IC Fabless Companies (%), 2001-2005
• Table 4-14: Taiwan - Market Distribution of IC Fabless Companies (%), 2001-2005
• Table 6-1: Intel - Key Financials (in Million US$), 2003-2005
• Table 6-2: Samsung Electronics Co. Ltd. - Key Financials (in Million US$), 2001- 2005
• Table 6-3: Hynix Semiconductors - Key Financials (in 000' s KRW)), 2003-2005
• Table 6-4: Micron Technology - Key Financials (in Million US$), 2004-2006
• Table 6-5: Toshiba Corporation - Key Financials (in Million US$), 2004-2006
• Table 6-6: TSMC - Key Financials (in Million US$), 2003-2005
• Table 6-7: Powerchip Semiconductor Corporation - Key Financials (in Million US$), 2003-2005
• Table 6-8: AMD - Key Financials (in Million US$), 2003-2005
• Table 6-9: STMicroelectronics - Key Financials (in Million US$), 2003-2005
• Table 6-10: Infineon Technologies - Key Financials (in Million US$), 2003-2005
• Table 6-11: Texas Instruments - Key Financials (in Million US$), 2003-2005
• Table 6-12: NEC Corporation - Key Financials (in Million US$), 2003-2005