반도체 및 전자부품 제조 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the semiconductor and Electronic Parts Manufacturing market size is expected to grow from USD 513.76 billion in 2025 to USD 592.62 billion in 2026 and is projected to reach USD 929.52 billion by 2031, expanding at a 9.42% CAGR over 2026-2031.

This report is Segmented by Product Type (Logic IC, Memory, Analog and Mixed-Signal, and More), Component (Equipment, Software, and Services), Application (Communication and Networking, Transportation and Mobility, and More), Technology Node (Less Than 7nm, 8-16nm, 22-28nm, and Above 28 Nm), and Geography. The Market Forecasts are in Provided in Terms of Value (USD).

Global Semiconductor And Electronic Parts Manufacturing Market Trends and Insights

AI-Led Demand for High-bandwidth Compute

High-bandwidth memory (HBM) shipments expanded 150% year-over-year in 2025, reflecting generative-AI workloads that require 1.2 TB/s bandwidth per package. Hyperscalers have begun co-designing custom accelerators with foundries, compressing merchant GPU addressable markets and positioning advanced package technology as the next competitive frontier. Nvidia's Blackwell architecture, entering volume shipments in 2026, integrates eight HBM3E stacks, straining clean-room capacity until late-2026 expansions materialize. Data-center retrofits now specify 1.5 MW racks, tripling 2024 power-density baselines and consequently driving demand for SiC modules in grid-tie inverters. Sovereign-AI programs in the United Arab Emirates, Saudi Arabia and India add a further USD 30 billion in localized compute budgets aimed at bypassing export-controlled GPUs. The multiplier extends into network fabrics and thermal-management subsystems, which together add USD 12,000 of semiconductor content per server rack.

Electrification of Transport Boosting SiC / GaN Content

Electric-vehicle semiconductor content reached USD 1,200 per unit in 2025, double the internal-combustion baseline, with SiC inverters contributing 35% of that uplift. Tesla teardown data confirmed SiC module costs below USD 150 per kilowatt, catalyzing uptake in mass-market models priced under USD 30,000. Chinese automakers BYD and Geely are vertically integrating 200 mm SiC wafer lines, challenging Western vendors on cost while yield gaps persist at 25 percentage points. GaN devices, leveraged for on-board chargers, enable 30% volume reductions yet face reliability skepticism under automotive temperature cycling, limiting 2025 platform penetration to 15%. Euro 7 regulations mandating 48 V mild-hybrids across new passenger cars from July 2025 add incremental demand for 300,000 wafer starts per month of power discretes.

Intensifying Geo-Economic Export Controls

The U.S. Bureau of Industry and Security's October 2024 rule expansion added 140 Chinese entities to the Entity List, curtailing access to sub-14 nm tools. ASML's China revenue declined 35% in 2025 as High-NA EUV shipments pivoted to Europe and North America. China's counter-measures on gallium and germanium disrupted GaN and SiC supply until Canada and Australia scaled output by mid-2025. Compliance costs now exceed USD 8 million annually for mid-tier suppliers, eroding margins and elongating design cycles to over 90 days. Dual-jurisdiction oversight under ITAR and EAR further slows time-to-market for dual-use innovations.

Other drivers and restraints analyzed in the detailed report include:

1. Government Fab-Subsidy Race
2. 5G and Edge-IoT Device Proliferation
3. Acute Talent Shortages in Sub-7 nm Process Engineering

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The Semiconductor and Electronic Parts Manufacturing market size attributed to Logic ICs amounted to 36.54% of 2025 revenue, reflecting sustained demand for application processors and AI accelerators. Memory demand is expected to stabilize after 2026 as new HBM capacity alleviates supply constraints. Analog and mixed-signal components continue to generate significant revenue, driven by their extended life cycles in industrial and automotive applications. Discrete and power devices, are expected to outpace their peers by growing at a 10.42% CAGR, driven by the penetration of SiC and GaN in electric mobility.

Chiplet-based architectures blur these categories by embedding memory and I/O dies from mature nodes alongside cutting-edge compute chiplets, redistributing profit pools toward packaging specialists. Memory's move to stacked configurations raises the cost of goods but earns pricing power, while analog suppliers defend margins via proprietary high-voltage flows. Chinese entrants are pressuring low-end discrete devices, forcing Western incumbents up-market into 1,200 V SiC, where yields and reliability create entry barriers.

Equipment contributed 51.26% of 2025 component revenue, underpinned by multi-billion-dollar lithography outlays. High-NA EUV systems priced at USD 380 million each garnered unprecedented order backlogs. Software remains the strategic gatekeeper to sub-3 nm processes, with Synopsys and Cadence playing a dominant role in the advanced-node toolchain. Services will chart the fastest trajectory at a 10.15% CAGR in the forecast period, mirroring the growing intensity of design outsourcing.

The Semiconductor and Electronic Parts Manufacturing market size for Services is projected to eclipse USD 400 billion by 2031 as fabless firms deepen turnkey partnerships. Equipment vendors increasingly monetize installed bases through spares and predictive-maintenance analytics that carry gross margins exceeding 60%. Software is consolidating vertically, illustrated by Synopsys' 2024 acquisition of Ansys. Geographic wage differentials steer routine verification tasks to India and Vietnam, while compliance frameworks such as ISO 26262 anchor higher-value audits in mature markets.

Complete Report Scope:

• By Product Type
  • Logic IC
  • Memory (DRAM, NAND, Emerging)
  • Analog and Mixed-Signal
  • Discrete and Power (SI, SiC and GaN)
  • Data- Center and Cloud
• By Component
  • Equipment (Front-end, Back-end)
  • Software (EDA, IP Cores)
  • Services (Design, Assembly, Test)
• By Application
  • Communications and Networking
  • Transportation and Mobility
  • Consumer Electronics
  • Industrial and Energy
  • Data- Center and Cloud
• By Technology Node
  • Less than 7nm
  • 8- 16 nm
  • 22- 28 nm
  • Greater than 28 nm
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • ASEAN
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Rest of Middle East
  • Africa
    • South Africa
    • Nigeria
    • Rest of Africa

Geography Analysis

Asia-Pacific accounted for 49.66% of global revenue in 2025, with Taiwan and South Korea leading-edge logic and memory. The region's growth is expected to be moderate as geopolitical diversification spreads capacity across India, Vietnam, and Malaysia. China remains the largest single-country buyer, yet export controls limit its access to advanced tools. Japan, boosted by double-digit subsidies, is resurgent in 22-28 nm lines through TSMC's Kumamoto joint venture. India regains relevance in the back end as Micron and AMD build test and assembly campuses.

North America is set to record the swiftest CAGR of 11.26% through 2031, as CHIPS Act subsidies underwrite 12 new front-end fabs. The United States' Semiconductor and Electronic Parts Manufacturing market size is estimated to grow rapidly by 2031, reversing a three-decade offshoring trend. Canada advances as a SiC materials hub, while Mexico scales OSAT capacity for near-shore automotive supply chains.

Europe is aiming to increase its global presence by 2030 through a EUR 43 billion subsidy pool. Germany hosts the flagship Intel Magdeburg plant, while France specializes in SiC through STMicroelectronics. The Middle East channels sovereign wealth toward AI-focused fabs, though domestic ecosystems remain at pilot scale. Africa's footprint is nascent but growing via consumer-electronics assembly in South Africa and Nigeria.

1. Taiwan Semiconductor Manufacturing Co. Ltd.
2. Samsung Electronics Co. Ltd.
3. Intel Corp.
4. SK Hynix Inc.
5. Micron Technology Inc.
6. Qualcomm Technologies Inc.
7. Broadcom Inc.
8. Texas Instruments Inc.
9. Analog Devices Inc.
10. NXP Semiconductors N.V.
11. STMicroelectronics N.V.
12. Infineon Technologies AG
13. ON Semiconductor Corp.
14. Renesas Electronics Corp.
15. Nvidia Corp.
16. Advanced Micro Devices Inc.
17. GlobalFoundries Inc.
18. United Microelectronics Corp.
19. Semiconductor Manufacturing International Corp.
20. ASE Technology Holding Co. Ltd.
21. Lam Research Corp.
22. Applied Materials Inc.
23. KLA Corp.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 AI-led Demand for High-bandwidth Compute
  • 4.2.2 Electrification of Transport Boosting SiC/GaN Content
  • 4.2.3 Government Fab-subsidy Race (CHIPS, EU Chips, K-Chips, etc.)
  • 4.2.4 5G and Edge?IoT Device Proliferation
  • 4.2.5 Chiplet and 3D Heterogenous Integration Accelerating Node-agnostic Growth
  • 4.2.6 Friend-shoring Duplication of Critical Legacy-node Capacity
• 4.3 Market Restraints
  • 4.3.1 Intensifying Geo-economic Export Controls
  • 4.3.2 IP-rights Infringement and Cross-licensing Disputes
  • 4.3.3 Acute Talent Shortages in Sub-7 nm Process Engineering
  • 4.3.4 Neon and Advanced-gas Supply-chain Fragility
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Product Type
  • 5.1.1 Logic IC
  • 5.1.2 Memory (DRAM, NAND, Emerging)
  • 5.1.3 Analog and Mixed-Signal
  • 5.1.4 Discrete and Power (SI, SiC and GaN)
  • 5.1.5 Data- Center and Cloud
• 5.2 By Component
  • 5.2.1 Equipment (Front-end, Back-end)
  • 5.2.2 Software (EDA, IP Cores)
  • 5.2.3 Services (Design, Assembly, Test)
• 5.3 By Application
  • 5.3.1 Communications and Networking
  • 5.3.2 Transportation and Mobility
  • 5.3.3 Consumer Electronics
  • 5.3.4 Industrial and Energy
  • 5.3.5 Data- Center and Cloud
• 5.4 By Technology Node
  • 5.4.1 Less than 7nm
  • 5.4.2 8- 16 nm
  • 5.4.3 22- 28 nm
  • 5.4.4 Greater than 28 nm
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 ASEAN
    • 5.5.4.6 Rest of Asia-Pacific
  • 5.5.5 Middle East
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 Rest of Middle East
  • 5.5.6 Africa
    • 5.5.6.1 South Africa
    • 5.5.6.2 Nigeria
    • 5.5.6.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, and Recent Developments)
  • 6.4.1 Taiwan Semiconductor Manufacturing Co. Ltd.
  • 6.4.2 Samsung Electronics Co. Ltd.
  • 6.4.3 Intel Corp.
  • 6.4.4 SK Hynix Inc.
  • 6.4.5 Micron Technology Inc.
  • 6.4.6 Qualcomm Technologies Inc.
  • 6.4.7 Broadcom Inc.
  • 6.4.8 Texas Instruments Inc.
  • 6.4.9 Analog Devices Inc.
  • 6.4.10 NXP Semiconductors N.V.
  • 6.4.11 STMicroelectronics N.V.
  • 6.4.12 Infineon Technologies AG
  • 6.4.13 ON Semiconductor Corp.
  • 6.4.14 Renesas Electronics Corp.
  • 6.4.15 Nvidia Corp.
  • 6.4.16 Advanced Micro Devices Inc.
  • 6.4.17 GlobalFoundries Inc.
  • 6.4.18 United Microelectronics Corp.
  • 6.4.19 Semiconductor Manufacturing International Corp.
  • 6.4.20 ASE Technology Holding Co. Ltd.
  • 6.4.21 Lam Research Corp.
  • 6.4.22 Applied Materials Inc.
  • 6.4.23 KLA Corp.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment