日本半导体行业市场前景及投资研究报告-培训课件外文版2024.6台积电

INDUSTRIES

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MARKETSSemiconductorsinJapanCHAPTER

01GlobaloverviewSemiconductormarketrevenueworldwidefrom1987to2024(inbillionU.S.dollars)Semiconductormarketrevenueworldwide1987-202470060050040030020010004Description:In2023,semiconductorsaleswereexpectedtoreach520.1billionU.S.dollarsworldwide.Semiconductorsarecrucialcomponentsofelectronicsdevicesandtheindustryishighlycompetitive.Theyear-on-yeardeclineratein2023equatedto9.4percent,althoughaswiftrecoveryisexpectedin2024.ReadmoreNote(s):Worldwide;1987to2023Source(s):SIA;WSTSSemiconductormarketrevenueworldwidefrom2020to2025,byendmarket(inbillionU.S.dollars)Semiconductormarketrevenueworldwide2020-2025,byendmarketSmartphonePersonalcomputingConsumerelectronicsAutomotiveIndustrialelectronicsWiredandwirelessinfrastructureServers,datacenters,andstorage80070060050040030020010001366094785074763851405010474796089107100146117104202020232025*5Description:By2025,oneoftheleadingendmarketswithintheglobalsemiconductorindustryisexpectedtobesmartphones,particularlythecontinueddevelopmentofimagesensorsandedgeartificialintelligence(AI)processorsinsuchdevices.In2023,thesmartphonesemiconductormarketwasvaluedat104billionU.S.dollars,withprojectionssuggestingthisislikelytoriseto146billionU.S.dollarsby2025.ReadmoreNote(s):Worldwide;2020to2023;*Forecast.Thesourcecalculatedthesemiconductormarketsizebyapplicationbasedonindustrybasedonexternalresearchofmarketoutlook.

ReadmoreSource(s):ASMLSemiconductorsalesworldwidefrom2015to2023,byregion(inbillionU.S.dollars)Semiconductorsalesworldwide2015-2023,byregionAmericasEuropeJapanAsiaPacific700600500400300330.94342.97289.99282.86271.03248.82257.88201.0731.1208.3932.2948.1653.8546.7555.76200100043.6947.7639.9642.9636.4737.5236.635.9939.8238.3134.2668.7432.7165.54141.142022134.382023121.48202110395.37202088.49201778.6220192015201620186Description:In2023,theAsiaPacificregionmadeupthelargestshareofsemiconductorsaleswith289.99billionU.S.dollars.SemiconductorsalesintheAmericasamountedtosome134.38billionU.S.dollarsin2023,whileinEurope,salesreached55.76billionU.S.dollars.ReadmoreNote(s):NorthAmerica,CentralandSouthAmerica;2015to2023Source(s):WSTSSemiconductormarketrevenuesharebasedoncompanyheadquartersworldwidefrom2018to2022,byregionSemiconductormarketrevenuesharebasedoncompanyHQworldwide2018-2022,byregionUnitedStatesSouthKoreaJapanEuropeanUnionTaiwanChinaOthers120%100%80%60%40%20%0%20182019202020212022*7Description:In2022,thesemiconductorindustryintheUnitedStatesaccountedfor48percentoftheglobalsemiconductormarketbasedontheheadquartersofthecompany.SouthKoreanmanufacturersaresecondintheworldwithabout19percentofthemarket,withcompaniesfromJapanandtheEuropeanUnion(EU)eachaccountingforninepercentofthemarket.ReadmoreNote(s):Worldwide;2018to2022;*2022dataforChinaisincomplete,withthemarketsharepercentagebasedon2021.ReadmoreSource(s):Omdia;SIA;WSTSSemiconductorfoundriesmarketrevenueshareworldwidefrom2020to2024,byregionSemiconductorfoundriesmarketshareworldwide2020-2024,byregionTaiwanKoreaChinaOthers120%100%80%60%40%20%0%9%8%10%7%12%9%11%8%13%6%11%17%18%12%18%70%66%67%63%64%20202021202220232024*8Description:In2024,itisexpectedthatTaiwanalonewillaccountfor70percentofrevenuesgeneratedbytheglobalsemiconductorfoundrymarket,withmostofthiscomingfromTaiwanSemiconductorManufacturingCompany(TSMC).TaiwanisalsohometoUnitedMicroelectronicsCorporation(UMC),anothermajorglobalsemiconductorfoundry.ReadmoreNote(s):Worldwide;2020to2024;*Forecast.ReadmoreSource(s):TrendForceCHAPTER

02MarketinJapanSemiconductormarketsizeinJapanfrom2015to2022withaforecastuntil2024(inbillionU.S.dollars)SemiconductormarketsizeinJapan2015-20246049.2848.165047.2143.6939.9640302010036.636.4735.9932.2931.1201520162017201820192020202120222023*2024*10Description:ThesemiconductormarketinJapanreachedasizeofalmost48.2billionU.S.dollarsin2022.Itwasforecasttoincreasetoabout49.3billiondollarsby2024.

ReadmoreNote(s):Japan;2015to2022;*Forecast.1U.S.dollarequals150.46Japaneseyenor0.92eurosasofMarch2024.Valueshavebeenrounded.Datapriorto2022comefrompreviousreporting.

ReadmoreSource(s):WSTSMonthlysemiconductorsalesinJapanfromJanuary2016toNovember2023(inbillionU.S.dollars)MonthlysemiconductorsalesJapan2016-20234.54.03.53.02.52.01.51.00.50.011Description:ThemonthlysemiconductorsalesinJapanstoodat3.91billionU.S.dollarsinNovember2023.Thiswasadecreaseofabout110milliondollarscomparedtothesamemonthofthepreviousyear.

ReadmoreNote(s):Japan;January2016toNovember2023;three-monthmovingaveragesSource(s):SIA;WSTSBillingsofthesemiconductorcapitalequipmentindustryinJapanfrom2014to2023(inbillionU.S.dollars)SemiconductorcapitalequipmentmarketsizeinJapan2014-20231098765432109.478.357.937.87.586.496.275.494.634.18201420152016201720182019202020212022202312Description:ThebillingsofthesemiconductorcapitalequipmentindustryinJapanamountedto7.9billionU.S.dollarsin2023.Thevaluedecreasedforthefirsttimesince2019.ReadmoreNote(s):Japan;2014to2023Source(s):SEMIJapan;SemiconductorEquipmentandMaterialsInternational;SemiconductorEquipmentAssociationofJapanBillingsofthesemiconductorcapitalequipmentindustryinJapanfrom1stquarter2017to4thquarter2023(inbillionU.S.dollars)QuarterlysemiconductorcapitalequipmentmarketsizeinJapan2017-20233.02.552.412.52.01.51.00.50.02.242.132.111.91.91.81.731.671.681.661.551.25Q1

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202313Description:ThebillingsofthesemiconductorcapitalequipmentindustryinJapanamountedto2.71billionU.S.dollarsinthefourthquarterof2023.Thevalueincreasedbyabout460milliondollarscomparedtothesamequarterofthepreviousyear.

ReadmoreNote(s):Japan;Q12017toQ42023Source(s):SEMIJapan;SemiconductorEquipmentandMaterialsInternational;SemiconductorEquipmentAssociationofJapanLeadingsemiconductorcompaniesinJapan2023,basedonrevenue(inbillionU.S.dollars)LeadingsemiconductorbusinessesJapan2023,basedonrevenueRevenueinbillionU.S.dollars60248101214TokyoElectronRenesasElectronicsAdvantest13.0410.343.52Rohm3.33DiscoCorp.Lasertec1.991.34Maruwa0.4114Description:TokyoElectrongeneratedarevenueofmorethan13billionU.Sdollarsin2023,whichmadeittheleadingJapanesesemiconductorcompanyinthisregard.ItwasfollowedbyRenesasElectronicsandAdvantest.

ReadmoreNote(s):Japan;2023Source(s):CompaniesMarketCLeadingcompaniesbasedonthenumberofsemiconductorpatentregistrationsattheJapanPatentOfficein2022LeadingcompaniesbasedonnumberofsemiconductorpatentregistrationsJapan2022Numberofpatentregistrations050100150200250300350400450500550TokyoElectronLtd.SemiconductorEnergyLaboratoryCo.,Ltd.DiscoInc.498343313300MitsubishiElectricCorporationNichiaCorporation253252DensoCorporationFujiElectricCo.,Ltd.236ScreenHoldingsCo.,Ltd.AppliedMaterials,Inc.(US)CanonInc.204165163ToshibaCorporation136RohmCo.,Ltd.KyoceraCorporation12411715Description:TokyoElectronLtd.successfullyregistered498semiconductorpatentsinJapanin2022,whichwasthehighestnumberofsuchregistrationsbyanindividualcompanyduringthatyear.ThecompanywasfollowedbySemiconductorEnergyLaboratoryCo.,Ltd.andDiscoInc.ReadmoreNote(s):Japan;2022Source(s):JapanPatentOfficeCHAPTER

03LeadingcompaniesNetsalesofTokyoElectronLtd.fromfiscalyear2014to2023(inbillionJapaneseyen)TokyoElectron'snetsalesFY2014-20232,5002,0001,5001,0002,209.032,003.811,399.11,278.241,130.731,127.29799.722017663.952016612.172014613.132015500020182019202020212022202317Description:TokyoElectronLtd.generatednetsalesofmorethantwotrillionJapaneseyeninfiscalyear2023.Itwasthelargestamountrecordedsofar.Thecompany,whichwasestablishedin1963,producessemiconductorproductionequipmentaswellasflat-paneldisplay(FPD)productionequipment.ReadmoreNote(s):Japan;fiscalyears2014to2023;thecompany'sfiscalyearsendonMarch31ofthestatedyear;consolidatedfiguresSource(s):TokyoElectronRevenueofRenesasElectronicsCorporationfromfiscalyear2017to2023(inbillionJapaneseyen)RenesasElectronics'revenueFY2017-20231,6001,4001,2001,500.851,469.42993.911,000779.26756.58006004002000718.24715.67201720182019202020212022202318Description:TherevenueofRenesasElectronicsCorporationamountedtoapproximately1.47trillionJapaneseyeninfiscalyear2023,whichwasslightdecreasefromthepreviousyear.RenesasElectronicsisaJapanesemanufacturerofsemiconductorsthatwasfoundedin2002.ReadmoreNote(s):Japan;fiscalyears2017to2023;thecompany'sfiscalyearstartsonJanuary1ofthestatedyearandendsonDecember31ofthesameyear;consolidatedfigures;revenuedoesnotincludeconsumptiontax,etc.Source(s):RenesasElectronicsRevenueofKioxiaHoldingsCorporationfromfiscalyear2019to2022(intrillionJapaneseyen)KioxiaHoldings'revenueFY2019-20221.81.61.41.531.281.181.20.991.00.80.60.40.20.0201920202021202219Description:KioxiaHoldingsCorporationgeneratedarevenueof1.28trillionJapaneseyeninfiscalyear2022,whichwasadecreaseofabout250billionyencomparedtothepreviousfiscalyear.Thecompanyengagesinthememorytechnologybusinessandproducesproductssuchsolid-statedrives(SSDs).ReadmoreNote(s):Japan;fiscalyears2019to2022;thecompany'sfiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;consolidatedfiguresSource(s):KioxiaHoldingsNetsalesofAdvantestCorporationfromfiscalyear2018to2022(inbillionJapaneseyen)Advantest'snetsalesFY2018-2022600500400560.19416.9312.79282.463002001000275.892018201920202021202220Description:ThenetsalesofAdvantestCorporationamountedtoapproximately560.2billionJapaneseyeninfiscalyear2022,whichwasanincreaseofmorethan143billionyencomparedtothepreviousyear.Thecompanyproducessemiconductortestequipmentandmechatronicssystemsandprovidesrelatedservices,suchasmaintenanceandconsultingservices.ReadmoreNote(s):Japan;fiscalyear2018to2022;thecompany'sfiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;consolidatedfiguresSource(s):AdvantestNetsalesofRohmCo.,Ltd.fromfiscalyear2013to2022(inbillionJapaneseyen)Rohm'snetsalesFY2013-2022600500507.88452.12397.11398.99400362.77362.89359.89352.4352.01331.093002001000201320142015201620172018201920202021202221Description:ThenetsalesofRohmCo.,Ltd.amountedtoapproximately507.9billionJapaneseyeninfiscalyear2022,whichwasanincreaseofmorethan55billionyencomparedtothepreviousyear.Rohmprimarilyengagesintheproductionofintegratedcircuitsanddiscretesemiconductordevices.Thecompanywasestablishedin1958andisheadquarteredinKyoto,Japan.ReadmoreNote(s):Japan;fiscalyears2013to2022;thecompany'sfiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyearSource(s):RohmNetsalesofScreenHoldingsCo.,Ltd.fromfiscalyear2014to2023(inbillionJapaneseyen)ScreenHoldings'netsalesFY2014-2023500450400350300460.83411.87364.23339.37323.25320.32300.23259.68235.95237.65250200150100500201420152016201720182019202020212022202322Description:ThenetsalesofScreenHoldingsCo.,Ltd.amountedtoalmost460.8billionJapaneseyeninfiscalyear2023,whichwasanincreaseofcloseto49billionyencomparedtothepreviousyear.ScreenHoldingsprimarilyengagesinthesemiconductorproductionequipmentbusiness.Thecompanywasestablishedin1943andisheadquarteredinKyoto,Japan.ReadmoreNote(s):Japan;fiscalyears2014to2023;thecompany'sfiscalyearendsonMarch31ofthestatedyear;consolidatedfiguresSource(s):ScreenHoldingsCHAPTER

04ProductionvalueofdiscretesemiconductorsProductionvalueofdiscretesemiconductorsinJapanfrom2014to2023(inbillionJapaneseyen)ProductionvalueofdiscretesemiconductorsJapan2014-20231,2001,022.811,000960.28948.92921.01911.49827.89809.22799.37775.938006004002000722.26201420152016201720182019202020212022202324Description:ThevalueofdiscretesemiconductorsproducedinJapanamountedtoapproximately960.28billionJapaneseyenin2023.Comparedtothepreviousyear,thevalueincreasedby1.2percent.

ReadmoreNote(s):Japan;2014to2023Source(s):JEITA;METI(Japan)ProductionvalueofdiscretesemiconductorsinJapanin2023,bytype(inbillionJapaneseyen)ProductionvalueofdiscretesemiconductorsJapan2023,bytypeProductionvalueinbillionJapaneseyen100

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200050250300350400450423.02OptoelectronicdevicesTransistors382.6Thermistors46.76Rectifiers(morethan100mA)Silicondiodes42.0412.466.673.97VaristorsThyristorsOtherdiscretesemiconductors42.7625Description:In2023,optoelectronicdevicesaccountedforaround423.02billionJapaneseyenoftheproductionvalueofdiscretesemiconductorsinJapan.Thecategorywasfollowedbytransistors.Thetotalproductionvalueofdiscretesemiconductorsduringthatyearamountedtoapproximately960.28billionJapaneseyen.ReadmoreNote(s):Japan;2023Source(s):JEITA;METI(Japan)ProductionvalueofoptoelectronicdevicesinJapanfrom2015to2023(inbillionJapaneseyen)ProductionvalueofoptoelectronicdevicesJapan2015-2023600518.355004003002001000472.1439.96441.21429.46423.02408.22380.82372.2220152016201720182019202020212022202326Description:In2023,thevalueofoptoelectronicdevicesproducedinJapanamountedtoaround423.02billionJapaneseyen.Optoelectronicdevicesarepartofthelargercategoryofdiscretesemiconductors,whichalsoincludessilicondiodes,rectifiers,thermistors,varistors,thyristors,aswellasfurthertypesofdiscretesemiconductors.ReadmoreNote(s):Japan;2015to2023Source(s):JEITA;METI(Japan)ProductionvalueofoptoelectronicdevicesinJapanin2023,bytype(inbillionJapaneseyen)ProductionvalueofoptoelectronicdevicesJapan2023,bytypeProductionvalueinbillionJapaneseyen50

1000150200250Light-emittingdiodes227.32Laserdiodes52.64Photocouplersandphotointerrupters40.33Solarbatterycells

0.9Miscellaneousoptoelectronicdevices102.6427Description:In2023,thevalueoflight-emittingdiodes(LEDs)producedinJapanamountedtoaround227.32billionJapaneseyen.Laserdiodes,photocouplersandphotointerruptors,aswellassolarbatterycellsaccountedforsmallersharesoftheproductionvalueofoptoelectronicdevicesduringthatyear.ReadmoreNote(s):Japan;2023Source(s):JEITA;METI(Japan)ProductionvalueoftransistorsinJapanfrom2015to2023(inbillionJapaneseyen)ProductionvalueoftransistorsJapan2015-2023450400350382.6332.41290.23300252.09244.44244.1225020015010050231.05214.38198.91020152016201720182019202020212022202328Description:In2023,thevalueoftransistorsproducedinJapanamountedtoaround382.6billionJapaneseyen.Transistorsarepartofthelargercategoryofdiscretesemiconductors,whichalsoincludesopto-electronicdevices,silicondiodes,rectifiers,thermistors,varistors,thyristors,aswellasfurthertypesofdiscretesemiconductors.ReadmoreNote(s):Japan;2015to2023Source(s):JEITA;METI(Japan)ProductionvalueoftransistorsinJapanin2023,bytype(inbillionJapaneseyen)ProductionvalueoftransistorsJapan2023,bytypeProductionvalueinbillionJapaneseyen100

150050200250300350Insulatedgatebipolartransistors(IGBT)297.37Fieldeffecttransistors68.61Silicontransistors16.6229Description:In2023,thevalueofinsulatedgatebipolartransistors(IGBTs)producedinJapanamountedtoaround297.37billionJapaneseyen.Fieldeffectstransistorsandsilicontransistorsaccountedforsmallersharesoftheproductionvalueoftransistorsduringthatyear.ReadmoreNote(s):Japan;2023Source(s):JEITA;METI(Japan)CHAPTER

05ProductionvalueofintegratedcircuitsProductionvalueofintegratedcircuits(ICs)inJapanfrom2014to2023(intrillionJapaneseyen)ProductionvalueofICsJapan2014-20233.02.742.72.52.01.51.00.50.02.342.272.232.12.111.971.891.69201420152016201720182019202020212022202331Description:Thevalueofintegratedcircuits(ICs)producedinJapanamountedto2.11trillionJapaneseyenin2023.Thevalueincreasedbyabout0.47percentcomparedtothepreviousyear.

ReadmoreNote(s):Japan;2014to2023Source(s):JEITA;METI(Japan)Productionvalueofintegratedcircuits(ICs)inJapanin2023,bytype(inbillionJapaneseyen)ProductionvalueofICsJapan2023,bytypeProductionvalueintrillionJapaneseyen600

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1,00002004001,2001,4001,6001,800Monolithicintegratedcircuits1,620Hybridintegratedcircuits49032Description:In2023,monolithicintegratedcircuits(ICs)accountedforapproximately1.62trillionJapaneseyenoftheproductionvalueofintegratedcircuitsinJapan.Hybridintegratedcircuitsmadeupasmallershare.ThetotalproductionvalueofICsduringthatyearamountedto2.11trillionyen.ReadmoreNote(s):Japan;2023Source(s):JEITA;METI(Japan)Productionvalueofmonolithicintegratedcircuits(ICs)inJapanin2023,bytype(inbillionJapaneseyen)ProductionvalueofmonolithicICsJapan2023,bytypeProductionvalueinbillionJapaneseyen600

80002004001,0001,2001,4001,600Digitalintegratedcircuits1,506.08Linearintegratedcircuits109.8933Description:In2023,thevalueofdigitalintegratedcircuits(ICs)producedinJapanamountedtoapproximately1.5trillionJapaneseyen.TheproductionvaluewasmuchhigherthaninthecaseoflinearICs.ReadmoreNote(s):Japan;2023Source(s):JEITA;METI(Japan)Productionvalueofdigitalintegratedcircuits(ICs)inJapanin2023,bytype(inbillionJapaneseyen)ProductionvalueofdigitalICsJapan2023,bytypeProductionvalueinbillionJapaneseyen200

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60008001,0001,2001,4001,600Metaloxidesemiconductorintegratedcircuits1,445.44Bipolarintegratedcircuits60.6434Description:In2023,thevalueofmetaloxidesemiconductorintegratedcircuits(MOSICs)producedinJapanamountedtoapproximately1.45trillionJapaneseyen.Incontrast,theproductionofbipolarICshadavalueofonlyaround60.64billionyen.

ReadmoreNote(s):Japan;2023Source(s):JEITA;METI(Japan)Productionvalueofmemoryintegratedcircuits(ICs)inJapanfrom2015to2023(inbillionJapaneseyen)ProductionvalueofmemoryintegratedICsJapan2015-20231,6001,4001,2001,333.521,108.341,0008006004002000835.18773.59601.24524.092022441.912021347.982020325.8420232015201620172018201935Description:In2023,thevalueofmemoryintegratedcircuits(ICs)producedinJapanamountedtoaround325.84billionJapaneseyen.MemoryICsarepartofthelargercategoryofmetaloxidesemiconductorintegratedcircuits(MOSICs),whichalsoincludesmicrocomputers,logicICs,aswellasothertypesofMOSICs.ReadmoreNote(s):Japan;2015to2023Source(s):JEITA;METI(Japan)Productionvalueoflogicintegratedcircuits(ICs)inJapanfrom2015to2023(inbillionJapaneseyen)ProductionvalueoflogicICsJapan2015-2023250227.82211.0620015010050190.91164.7150.94138.9130.45123.77115.56020152016201720182019202020212022202336Description:In2023,thevalueoflogicintegratedcircuits(ICs)producedinJapanamountedtoaround211.06billionJapaneseyen.LogicICsareatypeofmetaloxidesemiconductorintegratedcircuit(MOSIC).NexttologicICs,thiscategoryalsocomprisesmicrocomputers,memoryICs,andmiscellaneousMOSICs.ReadmoreNote(s):Japan;2015to2023Source(s):JEITA;METI(Japan)CHAPTER

06InternationaltradeImportvalueofdiscretesemiconductorsinJapanfrom2014to2023(inbillionJapaneseyen)ImportvalueofdiscretesemiconductorsJapan2014-20231,2001,016.91,000870.46800652.09608.16583.86600548.5529.97509.16507.35454.384002000201420152016201720182019202020212022202338Description:TheimportvalueofdiscretesemiconductorsbroughtintoJapanamountedto583.86billionJapaneseyenin2023.Thisrepresentedadecreaseof10.5percentcomparedtothepreviousyear.

ReadmoreNote(s):Japan;2014to2023Source(s):JEITA;MinistryofFinanceJapanExportvalueofdiscretesemiconductorsfromJapanfrom2014to2023(inbillionJapaneseyen)ExportvalueofdiscretesemiconductorsJapan2014-20231,000900924.71858.13815.998007006005004003002001000756.64760.4751.5729.1696.76700.6680.83201420152016201720182019202020212022202339Description:ThevalueofdiscretesemiconductorsexportsfromJapanamountedtoapproximately858.13billionJapaneseyenin2023.Whencomparedtothepreviousyear,theexportvaluedecreasedby7.2percent.

ReadmoreNote(s):Japan;2014to2023Source(s):JEITA;MinistryofFinanceJapanImportvalueofintegratedcircuits(ICs)inJapanfrom