半导体行业观察·2025-07-15 01:04Core Viewpoint - The global semiconductor market is expected to grow by 19.7% in 2024, primarily driven by memory and logic devices, while other sectors are struggling [2][3]. Group 1: Market Trends - The global semiconductor market is experiencing a bifurcation between logic ICs and memory, with logic ICs growing rapidly and memory being more susceptible to economic fluctuations [3][5]. - Demand for semiconductors is increasingly driven by data centers, particularly due to the rise of AI applications, which require high-speed data processing [5][6]. Group 2: Japan's Semiconductor Industry Challenges - Japan's semiconductor production value has stagnated around 5 trillion yen from 2011 to 2020, while its global market share has decreased from 15% to 10% during the same period [7][9]. - Major Japanese semiconductor companies have ceased capital investments in logic and memory sectors, leading to a lack of growth in domestic production [9][10]. Group 3: Future Projections and Goals - Japan's government has set a domestic semiconductor production target of 15 trillion yen by 2030, but this may be unrealistic given the rapid growth of the global market [11][12]. - Even with slight growth, Japan's semiconductor production may only reach around 6 trillion yen by 2024, resulting in a market share drop to approximately 6% [10][11]. Group 4: Policy Recommendations for Japan - Attracting DRAM manufacturers like Samsung or SK Hynix to Japan could help meet the increasing demand for memory driven by AI [13]. - Supporting strong electronic component manufacturers to engage in semiconductor production is essential for revitalizing the industry [15]. - Implementing incentives for semiconductor design could stimulate innovation and application of AI technologies within Japan [16].