TSMC(US:TSM) 半导体行业观察·2025-09-15 02:14Core Viewpoint - The semiconductor industry is undergoing rapid transformation driven by advancements in artificial intelligence, geopolitical changes, and increased government investment in domestic production [1] Demand Analysis - Semiconductors are essential for innovation and daily life, with strong and evolving market demand due to rapid technological advancements and growth across various industries [3][4] - The global semiconductor market is expected to grow from $627 billion in 2024 to $1.03 trillion by 2030, driven by advancements in data centers, AI, autonomous vehicles, smartphones, and other emerging technologies [4] Automotive Sector - The automotive industry is experiencing profound changes due to electrification, autonomous driving, and software-defined vehicles (SDVs), increasing the role and value of semiconductors in modern vehicles [7][8] - The electric vehicle (EV) market is projected to account for around 50% of total vehicle sales by 2030, significantly increasing the demand for high-voltage power semiconductors like silicon carbide (SiC) [8][11] - The rise of autonomous driving technology is expected to elevate the semiconductor content in vehicles, with most new cars likely to feature Level 2 automation by 2030 [15][17] - The shift towards SDVs is leading to a reduction in the number of electronic control units (ECUs) while increasing the demand for high-performance system-on-chip (SoC) solutions [20] Server and Network - The demand for computing power is expected to grow significantly by 2030, driven by the rise of generative AI applications and the need for advanced data processing capabilities in data centers [27][28] - The global server market is projected to exceed $300 billion by 2030, fueled by investments from cloud service providers and telecommunications companies [28] - The expansion of 5G technology is anticipated to drive demand for network devices and GaN-based RF chips to achieve ultra-fast, low-latency communication [27][28] AI and Connectivity - The increasing complexity of AI models and the growing data sets are leading to a significant rise in demand for high-performance CPUs, GPUs, and AI accelerators within data centers [54][55] - The semiconductor content in mobile base stations is expected to increase as communication standards evolve, particularly with the rollout of 5G and future 6G networks [55][57] Home Appliances - The integration of AI and IoT technologies is making home appliances smarter, driving demand for AI processors and power management integrated circuits (PMICs) [56][61] - The rise of smart home experiences is leading to increased demand for connectivity integrated circuits as appliances become more interconnected [63] Industrial Sector - Semiconductors are transforming various industrial sectors, including healthcare, agriculture, and manufacturing, driven by the need for automation and efficiency [96][97] - The shift towards renewable energy is expected to increase the demand for power semiconductors, particularly SiC, to support effective power transmission and usage [105][106]