SEMI预计2030年全球半导体产业面临百万人才缺口

Core Insights - The semiconductor industry is facing a severe labor imbalance, with a projected shortage of approximately 1 million skilled workers globally by 2030, including engineers and mid-to-senior management roles [1][3] - The decline in students choosing semiconductor-related engineering disciplines is a significant factor contributing to the talent shortage [2][3] Labor Shortage - By 2030, the U.S. semiconductor industry is expected to face a shortage of 67,000 workers, while Europe may see a shortfall of over 100,000 engineers, and the Asia-Pacific region could exceed 200,000 [1][2] - The aging workforce is exacerbating the talent gap, with one-third of semiconductor professionals in the U.S. and Germany being 55 years or older [2] Industry Growth - The semiconductor industry's sales are projected to reach $627.6 billion in 2024, representing a 19.1% increase from the previous year, driven by advancements in AI, 5G, automotive demand, and steady growth in consumer electronics [3] - Approximately 19% of industry executives anticipate continued growth over the next four years, with a low likelihood of oversupply [3] Recruitment Strategies - To address the talent shortage, about 73% of companies are shifting to skills-based hiring rather than relying solely on educational background or industry experience [3] - Companies are also improving salary packages, work-life balance, and career development opportunities to attract talent [3] Government Initiatives - The U.S. has launched the "Talent Partnership Alliance" with a budget of $5 billion to train skilled workers for the semiconductor industry [3] - In China, the talent gap in the semiconductor sector is expected to exceed 300,000 by 2025, with Shanghai alone facing a shortfall of around 100,000 [3][5] Educational Support - Various initiatives have been established in China to support semiconductor talent development, including the establishment of integrated circuit talent training bases and collaborative educational programs [4][5] - The focus is on enhancing internal talent cultivation and external recruitment, with an emphasis on collaboration between universities and enterprises [5]