半導体ボンディング市場シェア分析、業界動向と統計、成長予測 2026-2031年

半導体ボンディング市場の規模は、2025年の11億4,000万米ドルから2026年には11億9,000万米ドルへと拡大し、2026年から2031年にかけて年平均成長率（CAGR）4.04%で推移して、2031年には14億5,000万米ドルに達すると予測されています。政府による補助金、チップレット・アーキテクチャ、3D集積化といった要因が設備投資の優先順位を塗り替えており、ボンディング技術への需要は、従来のファブ（前工程）の投資サイクルから離れ、アジア太平洋、北米、欧州における先端パッケージング・ラインへとシフトしています。ダイ・ツー・ダイ（Die-to-die）ボンディングは、すでにインターコネクト・レベルの収益の53.91%を占めています。これは、ヘテロジニアス・インテグレーション（異種チップ集積）が、モノリシックSoCと比較して高い歩留まりと迅速な市場投入（タイム・ツー・マーケット）を実現するためです。プラズマ活性化、インライン計測、熱圧着を単一のクラスターツールに統合した装置メーカーは、サイクルタイムを40%短縮し、装置稼働率を70%以上に高めることで、受託組立・検査事業者（OSAT）による投資回収期間の短縮に貢献しています。米国、欧州連合（EU）、韓国、日本における補助金競争により、ボンディング能力の増強に800億米ドル以上が投じられるようになり、装置需要はリソグラフィへの投資から切り離され、前工程の微細化プロセス（ノード）の遅延によるリスクの影響も緩和されています。

レポートの主なポイント

• 装置タイプ別では、2025年の半導体ボンディング市場においてダイボンダーが36.77%のシェアを占めました。一方、ハイブリッドボンダーは2031年まで年平均成長率（CAGR）4.27%で拡大すると予測されています。
• インターコネクト（接続）レベル別では、2025年の市場規模においてダイ・ツー・ダイ（Die-to-Die）ボンディングが53.91%のシェアを占めたのに対し、ウェハ・ツー・ウェハ（Wafer-to-Wafer）ボンディングは2031年までCAGR 4.52%で推移する見通しです。
• 用途別では、2025年の市場規模において3D NANDが22.21%を占めました。一方、CMOSイメージセンサーは2026年から2031年にかけてCAGR 4.67%で拡大すると見込まれています。
• 最終用途産業別では、2025年に民生用電子機器が売上シェア38.23%で首位となりました。自動車・モビリティ分野は、2031年までCAGR 5.01%という最も高い成長率を記録すると予測されています。
• 地域別では、アジア太平洋地域が2025年の売上の41.53%を占め、2031年までCAGR 4.91%で成長すると予測されています。

Semiconductor Bonding Market Analysis by Mordor Intelligence

The Semiconductor Bonding Market size is expected to grow from USD 1.14 billion in 2025 to USD 1.19 billion in 2026 and is forecast to reach USD 1.45 billion by 2031 at 4.04% CAGR over 2026-2031. Government subsidies, chiplet architectures, and 3D integration are reshaping capital-spending priorities, moving bonding demand away from traditional fab cycles and toward advanced-packaging lines in Asia-Pacific, North America, and Europe. Die-to-die bonding already captures 53.91% of interconnect-level revenue because heterogeneous integration delivers higher yield and faster time-to-market than monolithic SoCs. Equipment makers that combine plasma activation, inline metrology, and thermocompression within a single cluster tool shorten cycle time by 40%, raising tool utilization above 70% and accelerating payback for outsourced assembly and test providers. Subsidy races in the United States, the European Union, South Korea, and Japan now channel more than USD 80 billion toward bonding capacity, decoupling equipment demand from lithography investment and softening exposure to front-end node delays.

Key Report Takeaways

• By equipment type, die bonder equipment captured 36.77% of the Semiconductor Bonding market share in 2025; hybrid bonder equipment is projected to rise at a 4.27% CAGR through 2031.
• By interconnect level, die-to-die bonding accounted for 53.91% share of the Semiconductor Bonding market size in 2025, whereas wafer-to-wafer bonding is on course for a 4.52% CAGR to 2031.
• By application, 3D NAND commanded 22.21% of the Semiconductor Bonding market size in 2025, while CMOS image sensors are set to expand at a 4.67% CAGR during 2026-2031.
• By end-use industry, consumer electronics led with 38.23% revenue share in 2025; automotive and mobility is forecast to post the fastest 5.01% CAGR through 2031.
• By geography, Asia-Pacific contributed 41.53% to 2025 revenue and is projected to advance at a 4.91% CAGR to 2031.

Note: Market size and forecast figures in this report are generated using Mordor Intelligence’s proprietary estimation framework, updated with the latest available data and insights as of January 2026.

Global Semiconductor Bonding Market Trends and Insights

Growing Demand for Advanced Packaging and Miniaturization

Heterogeneous chiplets allow foundries to stack logic, memory, and analog dies at sub-10 micrometer pitches, removing micro-bumps and lowering parasitic capacitance by 80%[1]. UCIe 3.0 enables 64 GT/s links, giving AI accelerators up to 4 TB/s bandwidth per square millimeter. Intel Foveros Direct reaches 15 times the interconnect density of flip-chip packaging, supporting 300 W thermal-design envelopes for datacenter tiles. Glass substrates enter pilot production with 10-times lower warpage than organic materials and cut panel-level cost by 30%. As a result, the semiconductor bonding market attracts record orders for hybrid bonders that integrate plasma activation, alignment, and thermocompression in one tool cluster.

Expansion of Consumer Electronics and Automotive Sectors

Wafer-level chip-scale packaging shrinks CMOS (Complementary Metal-Oxide-Semiconductor) image-sensor height by 40%, enabling thinner phones and multi-camera vehicles. Automotive CIS shipments are projected to hit 1.2 billion units by 2029, equivalent to USD 8.4 billion in revenue. Silicon carbide traction inverters need die-attach that survives 200°C, pushing adoption of sintered silver past 50% share in new EV platforms. Copper wire already represents 38% of automotive bonds and will pass 45% by 2027 as AEC-Q006 processes mature. These trends expand the market by drawing high-power and optical modules into advanced-packaging flows.

Rising Adoption of 3D Integration and MEMS Devices

Samsung V10 NAND stacks 420-plus layers using wafer-to-wafer hybrid bonding that demands surface roughness below 5 nm. Kioxia BiCS8 moves peripheral logic beneath 332-layer memory arrays, boosting per-die density to 2 Tbit. MEMS inertial sensors achieve leak rates under 1×10⁻¹¹ mbar·L/s with gold-indium bonding at 280°C, lowering per-unit cost by 40% versus die-level capping. Plasma-activated direct bonding removes adhesives, raises bond strength above 20 MPa, and enters mass production for pressure sensors in industrial automation. Together, these moves enlarge the semiconductor bonding market by opening new vertical-stack architectures.

AI-Driven Heterogeneous Integration for Edge Computing

Co-packaged optics hybrid-bond silicon-photonics dies to switch ASICs (Application-Specific Integrated Circuits) at 5 µm pitch, cutting latency by 60% for 800G Ethernet. UCIe chiplet ecosystems allow hyperscalers to select best-in-class tiles across foundries, improving yield by 40% on die sizes above 600 mm². Thermal-compression bonding at 300°C replaces mass reflow for HBM4 stacks, enabling void-free joints below 40 µm pitch. Fan-out wafer-level packages integrate LPDDR5X in foldable phones and drop package thickness by 30%. These breakthroughs lift the market by merging optical, logic, and memory elements within sub-5 W envelopes.

High Capital Investment and Operational Costs

Hybrid-bonding tools cost USD 5-8 million each, and a full line tops USD 30 million, straining OSAT (Outsourced Semiconductor Assembly and Test) margins that average 10%. Early utilization stays near 50% because design rules evolve alongside customer qualifications, stretching payback beyond three years. Labor in the United States and Europe is 40-50% pricier than in Asia, and CMP consumables run USD 15-20 per wafer, triple flip-chip underfill expense, pressuring opex. These factors temper near-term expansion of the semiconductor bonding market.

Process Complexity at Advanced Nodes

Sub-3 nm logic requires less than 1 µm pitch and 200 nm alignment tolerance; plasma activation must remove oxides without harming low-k dielectrics within a ±5°C window. Void formation cuts thermal conductivity by 30% and escapes acoustic detection below 10 µm in size. HBM4 stacks scrap entirely if one die misaligns, erasing cost gains at yields below 95%. Extra on-chip test circuits occupy up to 12% die area, adding mask costs. High complexity flattens the semiconductor bonding market growth curve.

*Our forecasts treat driver/restraint impacts as directional, not additive. The impact forecasts reflect baseline growth, mix effects, and variable interactions.

Segment Analysis

By Equipment Type: Hybrid Bonding Pulls Investment Despite Die Bonder Dominance

Die Bonder Equipment retained 36.77% of 2025 revenue as high-precision eutectic and epoxy attach remain core for power and RF components. Flip-chip bonders address 40-150 µm pitches at volumes over 5,000 units per hour, while wire bonders dominate cost-sensitive assemblies. Wafer bonders enable MEMS and 3D NAND with 30-40% cost savings over die-level capping, anchoring the semiconductor bonding market size for legacy devices.

Hybrid bonders will post the quickest 4.27% CAGR through 2031 because HBM4, chiplets, and co-packaged optics require less than 10 µm pitches. EV Group’s GEMINI platform applies 350 kN forces for flux-free bonding, and the Applied–Besi Kinex cluster cuts cycle time by 40%. TSMC’s CoWoS ramp consumed about 250 tools valued at nearly USD 1.5 billion, confirming capital appetite. The market reallocates spend toward hybrid cluster tools even while die-attach lines run at high utilization.

By Interconnect Level: Die-to-Die Captures Chiplet Wave

Die-to-die bonding controlled 53.91% of 2025 revenue because UCIe standards lift bandwidth to 4 TB/s mm², letting AI accelerators pair logic with HBM4 tiles. Intel EMIB connects dies at 55 µm pitch without full interposers, and Amkor now offers EMIB in Arizona and Korea. This topology anchors 2026-2029 roadmaps and secures the largest semiconductor bonding market share.

Wafer-to-wafer hybrid bonding is projected to grow at 4.52% CAGR during the forecast period (2026-2031) as 3D NAND sails past 400 layers and targets 1,000-layer stacks. Samsung, YMTC, and Kioxia all bond CMOS logic under memory at the wafer level, improving yield by 25%. Die-to-wafer bonding supports CIS and RF devices where known-good dies mount onto passive wafers. These combined flows reinforce the semiconductor bonding market breadth across memory, logic, and sensor nodes.

By Application: CMOS Image Sensors Accelerate on Automotive Demand

3D NAND already supplies 22.21% of 2025 revenue, and hybrid bonding remains the only interface that reaches inside 400-plus-layer stacks. MEMS inertial and pressure sensors adopt hermetic wafer bonding, while RF front-ends rely on flip-chip GaN dies on copper–tungsten carriers for mmWave. LED micro-arrays use laser-assisted bonding to attach 25,600 dies in adaptive headlights, widening semiconductor bonding industry exposure to diversified optoelectronics.

CMOS image sensors are set to expand at 4.67% CAGR to 2031, driven by multi-camera ADAS (Advanced Driver Assistance Systems) that integrates 8-12 modules per vehicle and pushes resolution from 2 MP to 8 MP. Wafer-level TSV packages shrink height by 40% and boost thermal performance, uplifting the semiconductor bonding market size in optical segments.

By End-use Industry: Automotive Electrification Outpaces Consumer Electronics

Consumer electronics still delivered 38.23% of 2025 revenue on smartphone cameras, wearables, and earbuds using fan-out wafer-level packages. Industrial automation depends on hermetic MEMS (Micro-Electro-Mechanical Systems), telecom needs co-packaged optics, and healthcare implants use gold–tin eutectic attach. Aerospace keeps wire bonding for radiation tolerance. These diverse verticals insulate the semiconductor bonding market against single-segment slumps while automotive leads growth.

Automotive and mobility will post a 5.01% CAGR through 2031 because silicon-carbide inverters need sintered-silver attach that withstands 800-V drivetrains. Copper wire bonding will cross 45% of automotive assemblies by 2027, and wafer-level CIS adoption cuts module height for slim A-pillars. MEMS mirror LiDAR (Light Detection and Ranging) modules rely on fluxless thermocompression, cementing the sector’s pull on the semiconductor bonding market.

Complete Report Scope:

Geography Analysis

Asia-Pacific generated 41.53% of 2025 revenue and is forecast to grow 4.91% CAGR through 2031, the highest regional pace. TSMC raised CoWoS capacity from 12,000 to 50,000 wafers per month by 2026 and broke ground on a Chiayi fab aimed at AI accelerators. South Korea’s USD 230 billion plan funds Samsung Yongin and SK Hynix P&T7, tripling domestic HBM output by 2028. China’s XTacking 232-layer NAND avoids restricted tools, while Japan funnels JPY 1.5 trillion (USD 9.3 billion) into Tokyo Electron research and development. Regional supply concentration feeds the semiconductor bonding market by pooling skilled labor, suppliers, and subsidies.

North America benefits from USD 36.4 billion CHIPS Act grants, with Amkor’s Arizona plant and SK Hynix’s Indiana HBM line anchoring advanced-packaging capacity. Intel outsources EMIB packaging to Amkor, and Micron paid USD 1.8 billion for PSMC’s P5 fab to expand DRAM volume. Mexico draws nearshoring wire-bonding jobs at 60% lower labor cost, trimming logistics times to Texas fabs by 40%. The policy focuses on packaging, versus lithography, and positions the market for resilient North American growth.

Europe secured EUR 43 billion (USD 48.62 billion) under IPCEI-ME, with EUR 2.5 billion (USD 2.83 billion) for NanoIC hybrid-bonding kits. TSMC commits EUR 10 billion (USD 11.31 billion) for a 300 mm fab in Dresden, starting 2027, and Intel’s Magdeburg site targets initial output by 2029. Although timelines extend 18-24 months longer than in Asia due to permitting, the capital inflow enlarges local bonding demand. South America remains legacy-focused, and Middle East projects are exploratory. Net impact keeps the semiconductor bonding market concentrated in Asia yet diversifies geopolitical footprints.

Competitive Landscape

The Semiconductor Bonding market is moderately concentrated. Export controls split the market: Chinese OSATs depend on domestic die-attach and wire bonders from HANMI and Shinkawa that cost 30% less but lack the less than 5 µm alignment needed for hybrid bonding. Overall, the semiconductor bonding market shows moderate concentration, shaped by IP races around alignment metrology and plasma chemistry.

Recent Industry Developments

• March 2026: Adeia Inc. announced that it has expanded and renewed its intellectual property (IP) licensing relationship with United Microelectronics Corporation (UMC). The new agreement provided UMC with continued access to Adeia’s semiconductor portfolio, including hybrid bonding technologies.
• April 2025: Applied Materials has acquired a 9% stake in BE Semiconductor Industries, aiming to strengthen its collaboration in hybrid bonding technology. This strategic investment highlights their dedication to developing integrated equipment solutions for die-based hybrid bonding applications.

List of Companies Covered in this Report:

• ADVANTEST CORPORATION
• Amkor Technology
• Applied Materials, Inc.
• ASMPT
• Besi
• EV Group (EVG)
• HANMI INCHEON
• Hesse GmbH
• Kulicke and Soffa Industries, Inc
• Mycronic
• Nitto Denko Corporation
• Nordson Corporation
• Onto Innovation
• Palomar Technologies
• SHINKO ELECTRIC INDUSTRIES
• SUSS MicroTec SE
• Tokyo Electron Limited
• TORAY ENGINEERING Co., Ltd.
• TPT Wire Bonder GmbH & Co KG
• Yamaha Robotics

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 Growing demand for advanced packaging and miniaturization
4.2.2 Expansion of consumer electronics and automotive sectors
4.2.3 Rising adoption of 3D integration and MEMS devices
4.2.4 AI-driven heterogeneous integration for edge computing
4.2.5 Government semiconductor subsidy races reshaping regional bonding capacity
4.3 Market Restraints
4.3.1 High capital investment and operational costs
4.3.2 Process complexity at advanced nodes
4.3.3 Limited availability of ultra-flat wafers for hybrid bonding
4.4 Value Chain Analysis
4.5 Porter’s Five Forces
4.5.1 Threat of New Entrants
4.5.2 Bargaining Power of Buyers
4.5.3 Bargaining Power of Suppliers
4.5.4 Threat of Substitutes
4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)
5.1 By Equipment Type
5.1.1 Die Bonder Equipment
5.1.2 Wafer Bonder Equipment
5.1.3 Flip-Chip Bonder Equipment
5.1.4 Wire Bonder Equipment
5.1.5 Hybrid Bonder Equipment
5.2 By Interconnect Level
5.2.1 Die-to-Die Bonding
5.2.2 Die-to-Wafer Bonding
5.2.3 Wafer-to-Wafer Bonding
5.3 By Application
5.3.1 RF Devices
5.3.2 MEMS and Sensors
5.3.3 CMOS Image Sensors
5.3.4 LED
5.3.5 3D NAND
5.4 By End-use Industry
5.4.1 Consumer Electronics
5.4.2 Automotive and Mobility
5.4.3 Industrial and Automation
5.4.4 Healthcare and Life-Sciences
5.4.5 Telecommunications and Datacom
5.4.6 Aerospace and Defense
5.4.7 Other End-user Industries (Energy and More)
5.5 By Geography
5.5.1 Asia-Pacific
5.5.1.1 China
5.5.1.2 Japan
5.5.1.3 India
5.5.1.4 South Korea
5.5.1.5 Taiwan
5.5.1.6 Rest of APAC
5.5.2 North America
5.5.2.1 United States
5.5.2.2 Canada
5.5.2.3 Mexico
5.5.3 South America
5.5.3.1 Brazil
5.5.3.2 Argentina
5.5.3.3 Rest of South America
5.5.4 Europe
5.5.4.1 Germany
5.5.4.2 United Kingdom
5.5.4.3 France
5.5.4.4 Italy
5.5.4.5 Russia
5.5.4.6 Rest of Europe
5.5.5 Middle-East and Africa
5.5.5.1 Saudi Arabia
5.5.5.2 South Africa
5.5.5.3 Middle-East and Africa

6 Competitive Landscape
6.1 Market Concentration
6.2 Strategic Moves
6.3 Market Share(%)/Ranking Analysis
6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials as available, Strategic Information, Products and Services, Recent Developments)
6.4.1 ADVANTEST CORPORATION
6.4.2 Amkor Technology
6.4.3 Applied Materials, Inc.
6.4.4 ASMPT
6.4.5 Besi
6.4.6 EV Group (EVG)
6.4.7 HANMI INCHEON
6.4.8 Hesse GmbH
6.4.9 Kulicke and Soffa Industries, Inc
6.4.10 Mycronic
6.4.11 Nitto Denko Corporation
6.4.12 Nordson Corporation
6.4.13 Onto Innovation
6.4.14 Palomar Technologies
6.4.15 SHINKO ELECTRIC INDUSTRIES
6.4.16 SUSS MicroTec SE
6.4.17 Tokyo Electron Limited
6.4.18 TORAY ENGINEERING Co., Ltd.
6.4.19 TPT Wire Bonder GmbH & Co KG
6.4.20 Yamaha Robotics

7 Market Opportunities and Future Outlook
7.1 White-space and Unmet-Need Assessment

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