德国半导体行业市场前景及投资研究报告-外文版培训课件2024.8台积电

INDUSTRIES

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MARKETSSemiconductorsinGermanyCHAPTER

01OverviewSemiconductormarketrevenueinEuropefrom2006to2024(inbillionU.S.dollars)SemiconductormarketrevenueinEurope2006-2024706059.4857.0553.8547.765042.964139.939.5939.8238.3137.6737.937.4637.5240302010034.5334.2633.3832.7129.2620062007200820092010201120122013201420152016201720182019202020212022202320243Description:In2023,revenuefromthesaleofsemiconductorsinEuropereached57.05billionU.S.dollars,withforecastsprojectingitwillrisetoover59billionU.S.dollarsin2024.ReadmoreNote(s):Europe;2006to2023Source(s):SIA;WSTSSemiconductorsalesinEuropefrom2012to2024,bymonth(inbillionU.S.dollars)Europesemiconductorsales2012-2024,bymonth6.05.04.03.02.01.00.04Description:InJanuary2024,semiconductorsalesinEuropeamountedto4.42billionU.S.dollars,slightlydownfromthe4.48billionU.S.dollarsseeninsamemonthin2023.Whenlookingattotalsemiconductorsglobally,figuresforJanuary2024reached47.63billionU.S.dollars.ReadmoreNote(s):Europe;2012to2024Source(s):SIA;WSTSLeadingsemiconductorcompaniesinEuropein2024,bymarketcapitalization(inbillionU.S.dollars)LeadingsemiconductorcompaniesinEurope2024,bymarketcapMarketcapitalizationinbillionU.S.dollars050100150200250300350400450ASMLArmHoldingsNXPSemiconductorsInfineon390.15142.3365.7647.5542.0331.2714.356.17STMicroelectronicsASMInternationalBESemiconductorTechnoprobeSoitec5.263.47Melexis5Description:AsofMarch4,2024,ASMLfromtheNetherlandswasthelargestsemiconductorcompanyofEuropeanoriginintermsofmarketcapitalization,amountingto390billionU.S.dollars.ArmHoldingsfromtheUnitedKingdomrankedsecondwithamarketcapof142billionU.S.dollars,followedbythelikesofNXPSemiconductorsfromtheNetherlandsandInfineonfromGermany.ReadmoreNote(s):Europe;March2024Source(s):CompaniesMarketCRevenueofthesemiconductorsindustryinGermany2018-2029(inbillioneuros)RevenueofthesemiconductorsindustryinGermany2018-202925201520.5719.4217.7416.7715.1813.5612.4312.3710.859.651058.98.4202018201920202021202220232024202520262027202820296Description:TherevenueinthesemiconductormarketinGermanywasforecasttocontinuouslyincreasebetween2024and2029byintotalsevenbillioneuro(+51.62percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach20.57billioneuroandthereforeanewpeakin2029.ReadmoreNote(s):Germany;2018to2029Source(s):TechnologyMarketInsightsRevenuegrowthofsemiconductorsinGermany2019-2029RevenuegrowthofsemiconductorsinGermany2019-20290.25%21.97%0.2%0.15%0.1%14.53%11.95%10.5%9.62%9.48%5.65%5.76%5.92%0.05%0%-0.49%2023-0.05%-0.1%-0.15%-12.73%20192020202120222024202520262027202820297Description:TherevenuechangeinthesemiconductormarketinGermanywasforecasttodecreasebetween2024and2029byintotal3.7percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2028.Theindicatorisestimatedtoamountto5.92percentin2029.ReadmoreNote(s):Germany;2019to2029Source(s):TechnologyMarketInsightsSemiconductormarketrevenueinGermanyfrom2018to2029,bysegment(inbillioneuros)SemiconductormarketrevenueinGermany2018-2029,bysegmentIntegratedCircuitsDiscreteSemiconductorsSensors&ActuatorsOptoelectronics181614121015.7914.8213.3612.6611.5710.229.028.878.018

7.236.486.0464202.571.382.461.332.331.242.131.181.850.921.890.931.661.061.730.861.370.811.210.509.621.120.509.671.110.605.650.740.750.780.810.810.820.830.670.72018201920202021202220232024202520262027202820298Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.EspeciallynotableistheremarkablyrobustgrowthobservedintheIntegratedCircuitssegmentasweapproachtheendoftheforecastperiod.Thisvalue,reachingonebillioneuro,standsoutsignificantlycomparedtotheaveragechanges,whichareestimatedat0.3025billioneuro.ReadmoreNote(s):Germany;2018to2029Source(s):TechnologyMarketInsightsSemiconductormarketrevenuegrowthinGermanyfrom2019to2029,bysegmentSemiconductormarketrevenuegrowthinGermany2019-2029,bysegmentSensors&ActuatorsIntegratedCircuitsDiscreteSemiconductorsOptoelectronics40%30%20%10%0%-10%-20%201920202021202220232024202520262027202820299Description:In2029,therevenuechangeisforecasttosignificantlydecreaseinallsegmentscomparedtotheprevioustimepoint.Comparingthefourdifferentsegmentsfortheyear2029,thesegment'IntegratedCircuits'leadstherankingwith6.54percent.Contrastingly,'Optoelectronics'isrankedlast,with1.14percent.Theirdifference,comparedtoIntegratedCircuits,liesat5.4percentagepoints.ReadmoreNote(s):Germany;2019to2029Source(s):TechnologyMarketInsightsCHAPTER

02SegmentsRevenueoftheanalogintegratedcircuitsindustryinGermany2018-2029(inbillioneuros)RevenueoftheanalogintegratedcircuitsindustryinGermany2018-20295.04.54.03.54.754.413.933.683.363.133.083.13.02.52.01.51.00.50.02.42.111.861.820182019202020212022202320242025202620272028202911Description:Therevenueinthe'AnalogIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttocontinuouslyincreasebetween2024and2029byintotal1.7billioneuro(+54.84percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach4.75billioneuroandthereforeanewpeakin2029.ReadmoreNote(s):Germany;2018to2029Source(s):TechnologyMarketInsightsRevenuegrowthofanalogintegratedcircuitsinGermany2019-2029RevenuegrowthofanalogintegratedcircuitsinGermany2019-20290.4%30.07%29.39%0.3%0.2%0.1%0%12.18%9.5%8.26%7.6%6.89%3.46%0.8%2024-1.53%2023-0.1%-0.2%-14.94%20192020202120222025202620272028202912Description:Therevenuechangeinthe'AnalogIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttoincreasebetween2024and2029byintotal6.8percentagepoints.Thisoverallincreasedoesnothappencontinuously,notablynotin2027and2029.Theindicatorisestimatedtoamountto7.6percentin2029.ReadmoreNote(s):Germany;2019to2029Source(s):TechnologyMarketInsightsRevenueofthelogicintegratedcircuitsindustryinGermany2018-2029(inbillioneuros)RevenueofthelogicintegratedcircuitsindustryinGermany2018-202976546.095.554.994.573.923.483.072.8132102.271.781.81.6120182019202020212022202320242025202620272028202913Description:Therevenueinthe'LogicIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttocontinuouslyincreasebetween2024and2029byintotal2.6billioneuro(+74.71percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach6.09billioneuroandthereforeanewpeakin2029.ReadmoreNote(s):Germany;2018to2029Source(s):TechnologyMarketInsightsRevenuegrowthoflogicintegratedcircuitsinGermany2019-2029RevenuegrowthoflogicintegratedcircuitsinGermany2019-20290.3%26.06%23.71%0.25%0.2%16.59%0.15%0.1%13.3%12.68%11.43%11.12%9.73%9.45%9.24%0.05%0%-0.05%-0.1%-0.15%-9.15%2019202020212022202320242025202620272028202914Description:Therevenuechangeinthe'LogicIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttodecreasebetween2024and2029byintotal3.6percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2026and2028.Theindicatorisestimatedtoamountto9.73percentin2029.ReadmoreNote(s):Germany;2019to2029Source(s):TechnologyMarketInsightsRevenueofthememoryintegratedcircuitsindustryinGermany2018-2029(inbillioneuros)RevenueofthememoryintegratedcircuitsindustryinGermany2018-20293.02.52.832.782.522.442.422.01.51.00.50.01.881.881.681.441.331.21.0220182019202020212022202320242025202620272028202915Description:Therevenueinthe'MemoryIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttocontinuouslyincreasebetween2024and2029byintotalonebillioneuro(+53.19percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach2.83billioneuroandthereforeanewpeakin2029.ReadmoreNote(s):Germany;2018to2029Source(s):TechnologyMarketInsightsRevenuegrowthofmemoryintegratedcircuitsinGermany2019-2029RevenuegrowthofmemoryintegratedcircuitsinGermany2019-20291%84.5%0.8%0.6%0.4%28.52%26.83%0.2%0%10.29%10.37%3.03%1.96%0.8%2026-0.2%-0.4%-0.6%-14.48%2022-28.92%2023-36.03%2019202020212024202520272028202916Description:Therevenuechangeinthe'MemoryIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttodecreasebetween2024and2029byintotal82.5percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2027and2028.Theindicatorisestimatedtoamountto1.96percentin2029.ReadmoreNote(s):2019to2029Source(s):TechnologyMarketInsightsRevenueofthemicrointegratedcircuitsindustryinGermany2018-2029(inbillioneuros)RevenueofthemicrointegratedcircuitsindustryinGermany2018-20292.52.02.122.081.961.911.871.751.691.651.651.491.461.431.51.00.50.020182019202020212022202320242025202620272028202917Description:Therevenueinthe'MicroIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttoincreasebetween2024and2029byintotal0.4billioneuro(+22.86percent).Thisoverallincreasedoesnothappencontinuously,notablynotin2027.Theindicatorisestimatedtoamountto2.12billioneuroin2029.ReadmoreNote(s):Germany;2018to2029Source(s):TechnologyMarketInsightsRevenuegrowthofmicrointegratedcircuitsinGermany2019-2029RevenuegrowthofmicrointegratedcircuitsinGermany2019-20290.12%10.58%0.1%8.75%0.08%0.06%0.04%0.02%0%6.74%5.08%4.68%3.38%2.93%1.9%2029-0.43%2022-0.02%-0.04%-2.47%2019-2.5%2027202020212023202420252026202818Description:Therevenuechangeinthe'MicroIntegratedCircuits'segmentofthesemiconductormarketinGermanywasforecasttodecreasebetween2024and2029byintotal1.5percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2028.Theindicatorisestimatedtoamountto1.9percentin2029.ReadmoreNote(s):Germany;2019to2029Source(s):TechnologyMarketInsightsCHAPTER

03CompaniesInfineon'srevenueworldwidefrom2011to2023,bysegment(inmillioneuros)RevenueofInfineonworldwidebysegment2011-2023AutomotiveConnectedsecuresystemsDigitalsecuritysolutionsPowerandsensorsystemsOtheroperatingsegmentsCorporateandeliminationsGreenindustrialpowerPowermanagementandmultimarket20,00018,00016,00014,00012,00010,0008,0006,0004,0002,0000-2,000201120122013201420152016201720182019202020212022202320Description:Forthe2023fiscalyear,Infineonachievedarevenueofapproximately8.24billioneurosintheautomotivesegmentonly,withafurther3.8billioneurosgeneratedbythepowerandsensorsystemssegment.

ReadmoreNote(s):Worldwide;2011to2023Source(s):InfineonInfineon'sexpenditureonresearchanddevelopmentfrom1999to2023(inmillioneuros)Infineon'sexpenditureonresearchanddevelopment1999-20232,5002,0001,5001,9851,7981,4481,2931,2491,2191,1891,1131,0891,0601,0259451,0005000836770

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202321Description:Inthefiscalyear2023,Infineon'sexpenditureonresearchanddevelopmentamountedtoapproximately1.99billioneuros.Thisfigurerepresentsanincreaseofabout200millioneurosfromthepreviousyear,whenthecompanyrecordedaround1.8billioneurosinR&Dexpenditures.ReadmoreNote(s):Worldwide;1999to2023Source(s):InfineonAixtronrevenuefrom2020to2023,bysegment(inmillioneuros)Aixtronrevenue2020-2023,bysegmentEquipmentSparesrevenuesServicesrevenuesService,spareparts,etc.70060050040030020010005.392.36.476.362.4532.3202346.2223380.42022366.52020202122Description:Aixtron'srevenuein2023stoodat629.9millioneuros,asignificantjumpfromthe463.2millioneurosrecordedinthepreviousyear.Ofthisfigurein2023,themajoritywasgeneratedbysalesofequipmenttothesemiconductorindustry.

ReadmoreNote(s):Worldwide;2020to2023Source(s):AixtronAixtronresearchanddevelopmentexpensesfrom2020to2023(inmillioneuros)Aixtronresearchanddevelopmentexpenses2020-20231009087.7807058.457.756.86050403020100202020212022202323Description:Aixtron'sresearchanddevelopmentexpensesin2023stoodat87.7millioneuros,asignificantjumpfromthe57.7millioneurosrecordedinthepreviousyear.Aixtronspecializesintheprovisionofequipmenttothesemiconductorindustry.

ReadmoreNote(s):Worldwide;2020to2023Source(s):AixtronSiltronicrevenuefrom2019to2023(inmillioneuros)Siltronicrevenue2019-20232,0001,805.31,8001,6001,4001,2001,0008001,513.81,405.41,270.41,207.160040020002019202020212022202324Description:Siltronic,oneoftheworld'sleadingmanufacturersofwafersforthesemiconductorindustry,recordedsalesof1.51billioneurosin2023,downfromthe1.81billioneurosthatthecompanyrecordedinthepreviousyear.

ReadmoreNote(s):Worldwide;2019to2023Source(s):SiltronicSiltronicresearchanddevelopmentexpensesfrom2019to2023(inmillioneuros)Siltronicresearchanddevelopmentexpenses2019-20231009089.587.680.48072.668.47060504030201002019202020212022202325Description:Siltronic,oneoftheworld'sleadingmanufacturersofwafersforthesemiconductorindustry,sawresearchanddevelopmentexpensesreach87.6millioneurosin2023.Examplesofthecompany'sspendingincludesinvestmentinnewmachinestoproducetechnologicallyadvancedwafertypes.ReadmoreNote(s):Worldwide;2019to2023Source(s):SiltronicBosch'srevenueinFY2023,bysegment(inbillioneuros)Bosch-revenuebysegment20236056.45040302010020.48.38.1MobilitySolutionsConsumerGoodsIndustrialTechnologyEnergyandBuildingTechnology26Description:Inthe2023fiscalyear,revenuefromtheMobilitySolutionssegmentgenerated56.4billioneurosinrevenueforBosch.TheConsumerGoodssectorreportedarevenueofapproximately20.4billioneurosin2023.

ReadmoreNote(s):Worldwide;FY2023Source(s):BoschBosch'stotalresearchanddevelopmentexpendituresfromFY2005toFY2023(inmillioneuros)Boschresearchanddevelopmentexpenses2005-20238,0007,0006,0005,0004,0003,0002,0001,00002005*