德勤:料2030年全球半導體產值突破1萬億美元 亞太市場佔62%
德勤發表報告指出,隨着對半導體的需求從消費端擴大至企業端,預計2030年全球半導體產值將突破1萬億美元,而亞太半導體市場在全球的佔比將達到62%。
德勤中國科技行業主管合夥人廉勳曉指出,在(按營收計)排名全球前十五位的半導體企業中,亞太地區企業佔據五席,充分彰顯亞太地區的市場主導地位。在推動亞太半導體行業上遊至下遊發展方面,南韓、日本、中國和臺灣均發揮至關重要的作用。未來十年,預計南韓將加大對人工智能和5G相關產品的研發投入;日本爲重振其半導體行業,將大力發展中下遊產業;中國將努力實現自給自足;臺灣則將繼續重塑其科技生態系統,發展可持續綠色半導體。
報告顯示,智能化自動駕駛也將成爲驅動半導體需求的重要因素。隨着純電動車的發展,它們將超越傳統燃油車,推動功率半導體、第三代晶片需求大幅增加。當前,亞太汽車半導體市場佔全球的三分之一,而日本則是絕對的王者。
另汽車半導體有望成爲半導體行業內發展最快的領域,預計增速高達14.3%,年收入將從2020年的387億美元,增加到2025年的755億美元。
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