Core Insights - The semiconductor industry is a cornerstone of modern technology and industry, significantly impacting economic, technological, and political domains [1] - Semiconductor advancements drive economic growth, with every $1 of semiconductor output generating over $10 in downstream economic benefits [1] - The industry is crucial for technological revolutions, powering key components in computers, smartphones, and communication devices [1] - Geopolitically, semiconductors are tools for power, with the U.S. implementing measures to maintain dominance in the global semiconductor value chain [1] Industry Overview - The semiconductor industry encompasses a complex ecosystem including EDA & IP, design companies, wafer foundries, packaging and testing, and equipment materials [2] EDA & IP - EDA (Electronic Design Automation) is essential for integrated circuit design, with a projected global market size of approximately $15 billion in 2024, supporting a semiconductor industry worth over $600 billion [3] - IP (Intellectual Property) includes pre-designed circuit modules, with a market size of $7.8 billion in 2024, where processor IP accounts for 47% [3] Market Growth - The global semiconductor market is expected to reach $655.9 billion in 2024, a 21% increase from 2023, driven by AI infrastructure and storage chip demand [5] Fabless Companies - Fabless companies focus on chip design and IP development, outsourcing manufacturing to foundries, with a projected market size of $215 billion in 2024, accounting for 32.9% of the IC industry [6] - Key global fabless companies include NVIDIA, Qualcomm, Broadcom, AMD, and MediaTek, with revenues of $124.3 billion, $34.9 billion, $30.6 billion, $25.8 billion, and $16.5 billion respectively in 2024 [8] Foundry Sector - Foundries specialize in chip manufacturing, with the top five global foundries including TSMC, Samsung, SMIC, UMC, and GlobalFoundries, generating revenues of $106.8 billion, $21.2 billion, $8 billion, $7.6 billion, and $6.75 billion respectively in 2024 [12] Packaging & Testing - The packaging and testing segment is crucial for ensuring chip reliability, with top companies like ASE, Amkor, JCET, TFMC, and PTI generating revenues of $18.54 billion, $6.32 billion, $5 billion, $3.32 billion, and $2.28 billion respectively in 2024 [16] Equipment & Materials - Semiconductor equipment and materials are foundational to the industry, with a global equipment market size exceeding $250 billion in 2024, and materials accounting for approximately 32.9% of the market [19] - Leading equipment companies include ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA, with revenues of $30.5 billion, $26.5 billion, $17 billion, $12 billion, and $10.9 billion respectively in 2024 [20]
数据总结2024全球半导体产业园