Core Viewpoint - The semiconductor industry is experiencing rapid growth driven by increasing chip demand and technological advancements, but it faces a significant skilled labor shortage, potentially leading to a gap of one million workers by 2030 [1][3]. Labor Shortage in the Semiconductor Industry - By 2030, the global semiconductor industry will need to hire approximately one million additional technical workers, with the U.S. facing a shortage of 67,000 workers, Europe over 100,000 engineers, and the Asia-Pacific region exceeding 200,000 [3]. - The industry will also require at least 100,000 mid-level managers and 10,000 senior leaders by 2030, many of whom may need to come from outside the semiconductor sector due to the skilled labor shortage [3]. - The semiconductor industry's sales are projected to reach $627.6 billion in 2024, a 19.1% increase from the previous year, driven by advancements in AI, 5G, automotive demand, and steady growth in consumer electronics [3]. Government Initiatives and Investments - Major economies are supporting industry expansion through significant investments, such as the European Chips Act aiming for a 20% share of global chip production by 2030 with a €43 billion incentive plan, and the U.S. CHIPS and Science Act allocating $52.7 billion for domestic semiconductor manufacturing and R&D [3][4]. Academic and Workforce Challenges - There is a decline in students pursuing semiconductor-related or engineering courses, with a 6.5% drop in STEM students in Germany in 2021 and only 13,767 electrical engineering bachelor's degrees awarded in the U.S. in 2018 [4]. - The aging workforce is another concern, with one-third of semiconductor professionals in the U.S. and Germany being 55 years or older, leading to a potential retirement wave in the next decade [4]. Increasing Competition for Talent - Competition for qualified candidates is intense, with 92% of technical executives reporting recruitment difficulties and an expected 53% employee turnover rate in the semiconductor industry by early 2024, up from 40% in 2021 [6]. - The complexity of global chip manufacturing, with Taiwan producing 65% of the world's chips, complicates the relocation of leadership talent across regions [6]. Strategies to Address Labor Shortage - Companies are enhancing their employer reputation, with 60% of executives believing semiconductor firms are less attractive than large tech brands, leading to efforts to improve compensation, work-life balance, and career mobility [6]. - Approximately 73% of companies are now hiring based on skills and abilities rather than educational background or industry experience, with some recruiting from related fields like software and industrial automation [6][7]. U.S. Labor Initiatives - The U.S. has launched the "Workforce Partnership Alliance," allocating $5 billion from the National Semiconductor Technology Center (NSTC) to train technical workers, with plans to fund up to 10 workforce development projects [7].
芯片行业,太缺人了
半导体行业观察·2025-06-27 01:20