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市場調查報告書

全球和中國的最尖端IC封裝設備產業分析

Global and China IC Advanced Packaging Equipment Industry Report, 2013-2014

出版商 ResearchInChina 商品編碼 310898
出版日期 內容資訊 英文 120 Pages
商品交期: 最快1-2個工作天內
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全球和中國的最尖端IC封裝設備產業分析 Global and China IC Advanced Packaging Equipment Industry Report, 2013-2014
出版日期: 2014年08月12日 內容資訊: 英文 120 Pages
簡介

IC封裝設備可分類為晶圓層級和晶粒層級2種。前者可納入晶圓的製造工程,而當作晶圓設備的一部分。現在晶圓層級封裝以扇入設計(引腳數為20以下)為主體。可是今後,預期WLCSP(晶圓層級晶片尺寸封裝)的扇出設計將繼續發展。全球晶圓層級封裝設備的市場規模,2014年時推算為13億美元。另一方面,晶粒層級封裝設備的全球市場規模,預計2014年為41億美元(與去年同期比較增加20%),2015年為43億美元。

本報告提供全球及中國的先進封裝設備市場最新趨勢未來預測的相關調查、全球與中國的半導體市場、主要的上游工程(記憶體、晶圓)及下游工程產業趨勢、先進封裝技術的最新趨勢、封裝設備產業現狀與排行榜、主要的封裝設備企業簡介等分析。

第1章 全球半導體產業

  • 概要
  • 供應鏈
  • 半導體的封裝:概要

第2章 IC封裝產業的上游、下游工程產業

  • 半導體產業的位置情形
  • 半導體產業的資本投資額
  • DRAM記憶體產業
    • 現狀
    • DRAM記憶體廠商市場佔有率
    • 行動DRAM記憶體廠商市場佔有率
  • NAND Flash
  • 晶圓代工產業
  • 晶圓代工的競爭
  • 晶圓代工產業的排行榜
  • 行動電話市場
  • PC市場
  • 平板電腦市場
  • FPGA、CPLD市場

第3章 封裝、檢驗技術的趨勢

  • Wide IO/HMC記憶體
  • 嵌入元件基板
  • 內建追蹤基板
  • 手機IC封裝
    • 現狀
    • PoP封裝
    • FOWLP
  • SIP封裝
    • 村田製作所
    • USI(台灣)
  • 2.5次元封裝(矽/玻璃/有機中介層)
    • 概要
    • 用途
    • 2.5次元有機中介層的市場規模
    • 供應商
  • TSV(3次元)封裝
    • 設備

第4章 封裝、檢驗產業

  • 市場規模
  • 中端產品的封裝、檢驗產業
  • 封裝設備的市場規模
  • 封裝設備的市場佔有率
  • 封裝設備供應商的排行榜

第5章 封裝設備供應商

  • ASM PACIFIC
  • KULICKE & SOFFA
  • BESI
  • Advantest
  • 日立高科技
  • TERADYNE
  • 迪斯科
  • TOWA
  • HANMI
  • PFSA
  • SUSS MICROTEC
  • GROUP
  • 新川
  • 東京精密
  • ULTRATECH

圖表一覽

目錄
Product Code: ZYW181

Global and China IC Advanced Packaging Equipment Industry Report, 2013-2014 mainly deals with the followings:

  • 1. Overview of semiconductor industry
  • 2. Status quo of memory and wafer foundry industry
  • 3. Downstream market of semiconductor industry
  • 4. Trend in emerging advanced packaging technology
  • 5. Packaging equipment industry analysis and ranking
  • 6. 15 major advanced packaging equipment vendors

Packaging equipment can fall into two categories: wafer level and die level. And the former is typically included in wafer equipment as it is used in the manufacturing of wafer. Wafer level packaging is primarily used in the following 5 fields, namely, Analog & Mixed Signal (including IPD, PA, PMU, Local Power, IC Driver, and Audio & Video), Wireless Connectivity (including Bluetooth+FM+WLAN Combo and GPS Single Chip), Optoelectronic (including CIS, AL Sensor), MEMS & Sensor (including Accelerometers, Gyroscope, RF-MEMS, Pressure Sensor, and Fingerprint Sensor), as well as Misc Logic and Memory (covering Logic gate and EEPROMs). And these applications mostly adopt the Fan-in design, with the number of Pin usually less than 20.

In future, WLCSP will be required to follow the Fan-out design to expand its applications. However, the current Fan-out design, which is not mature, restricts the application of wafer level packaging, leaving an untapped market potential for now. But if the Fan-out design is mature, WLCSP will embark on a new development stage.

Wafer level packaging equipment consists of Process Tool (mainly including CVD and PVD, Etching, Sputtering), Packaging Lithography, Contact Probers, and Packaging Inspection. Among them, the main vendors of Process Tool are Applied Material (including the acquired NEXX) and ULVAC; the major companies in Packaging Lithography field are Ultratech, SUSS, and EV Group; the companies involved in Contact Probers are represented by Tokyo Seimitsu and Tokyo Electron(already acquired by Applied Material); the companies engaging in Packaging Inspection principally include Rudolph, Camtek, and KLA-TENCOR. In 2014, the market size of wafer packaging level equipment will be very likely to reach approximately USD1.3 billion.

Die packaging level equipment mainly involves Wire Bonder (main vendors are Kulicke & Soffa, ASM Pacific, and Shinkawa), Die Bonder (represented by ASM Pacific, Hitachi High Technologies, BESI, and Canon), Flip chip Bonder (typical vendors cover PFSA, BESI, ASM Pacific, Toray Engineering, and Hanmi), Test Handler (Delta Design, Advantest, Epson, and Tesec serve as the major players), Wafer Dicing Saws (players include DISCO and Tokyo Seimitsu), Molding/Encapsulation (Towa, BESI, Dai-ichi Seiko are the typical vendors), and Package singulation (Hanmi, ASM Pacific, and DISCO play the main role).

With obvious periodicity, semiconductor devices saw a rise during 2001-2007 but a slump in 2008-2009, while fiercely surged by 100% in 2011, then declined for 3 consecutive years from 2011. And in 2014, they will witness an explosive growth, with the estimated market size of die packaging level equipment rising significantly by 20% to USD4.1 billion. And this figure is projected to climb to USD4.3 billion in 2015 and then begin to fall in 2016. The major growth engine would be Die Bonder, Flip-chip Bonder, and Test Handler.

Ranking of Top 16 Major Global Packaging
Equipment Vendors by Revenue, 2013-2014


Uniit: USD mln

 20132014E
ASM Pacific670850
Kulicke & Soffa535588
BESI345564
DISCO508516
Applied Meterial308356
Tokyo Seimitsu310338
Cohu215271
Advantest190258
HANMI171208
SUSS150162
Hitachi High-Technologies138150
PFSA108138
Ultratech157128
Shinkawa78110
Rudolph9592
TOWA7879

Table of Contents

1. Global Semiconductor Industry

  • 1.1. Overview
  • 1.2. Supply Chain
  • 1.3. Semiconductor Packaging Introduction

2. Upstream & Downstream of IC Packaging Industry

  • 2.1. Semiconductor Industry by Location
  • 2.2. Semiconductor Industry Capital Spending Trend
  • 2.3. DRAM memory Industry
    • 2.3.1. Status Quo
    • 2.3.2. Market Share of DRAM memory Vendors
    • 2.3.3. Market Share of Mobile DRAM memory Vendors
  • 2.4. NAND Flash
  • 2.5. Wafer Foundry Industry
  • 2.6. Wafer Foundry Competition
  • 2.7. Ranking in Wafer Foundry Industry
  • 2.8. Mobile Phone Market
  • 2.9. PC Market
  • 2.10. Tablet PC Market
  • 2.11. FPGA and CPLD Market

3. Packaging & Testing Technology Trend

  • 3.1. Wide IO/HMC Memory
  • 3.2. Embedded Component Substrate
  • 3.3. Embedded Trace Substrate
  • 3.4. IC Packaging for Handset
    • 3.4.1. Status Quo
    • 3.4.2. PoP Packaging
    • 3.4.3. FOWLP
  • 3.5. SIP Packaging
    • 3.5.1. Murata
    • 3.5.2. USI (Taiwan)
  • 3.6. 2.5D Packaging (SI/GLASS/ORGANIC INTERPOSER)
    • 3.6.1. Introduction
    • 3.6.2. Application
    • 3.6.3. 2.5D Interposer Market Size
    • 3.6.4. Suppliers
  • 3.7. TSV (3D) Packaging
    • 3.7.1. Equipment

4. Packaging Equipment Industry

  • 4.1. Market Size of Packaging &Testing Industry
  • 4.2. Middle-end Packaging &Testing Industry
  • 4.3. Market Size of Packaging Equipment
  • 4.4. Market Share of Packaging Equipment
  • 4.5. Ranking of Packaging Equipment Vendors

5. Packaging Equipment Vendors

  • 5.1. ASM PACIFIC
  • 5.2. KULICKE & SOFFA
  • 5.3. BESI
  • 5.4. ADVANTEST
  • 5.5. HITACHI HIGH-TECHNOLOGIES
  • 5.6. TERADYNE
  • 5.7. DISCO
  • 5.8. TOWA
  • 5.9. HANMI
  • 5.10. PFSA
  • 5.11. SUSS MICROTEC
  • 5.12. GROUP
  • 5.13. SHINKAWA
  • 5.14. TOKYO SEIMITSU
  • 5.15. ULTRATECH

Selected Charts:

  • Semiconductor Industry Growth versus Worldwide GDP Growth, 1990-2014
  • Quarterly Revenue of Global Semiconductor Industry, 2012-2014
  • Breakdown of Global Semiconductor Market by Product, 2012-2018E
  • Semiconductor Outsourced Supply Chain
  • Semiconductor Company Systems
  • Semiconductor Outsourced Supply Chain Example
  • Top 25 Semiconductor Sales Leaders, 1Q2014
  • Worldwide IC Sales by Company Headquarters Location, 1990-2013
  • Fabless IC Sales Market Share by Company Headquarters Location (77.9B), 2013
  • Top 10 IC Manufacturers in China, 2008-2013
  • Top 10 Spenders Capital Spending Outlook, 2011-2014F
  • Top 5 Share of Total Semiconductor Capital Spending, 1994-2013
  • Worldwide Semiconductor Capital Spending Share of Full Year Budget, 1Q2014
  • Market Size of Global DRAM and NAND, 2008-2016E
  • DRAM Supply/Demand, 1Q2012-4Q2014
  • CAPEX of DRAM Industry, 2005-2015E
  • ASP of 4Gb DDR3, 2012-2014
  • ASP of 32Gb MLC NAND, 2012-2014
  • Ranking of Branded DRAM Vendors by Revenue, 2Q2013-1Q2014
  • Market Share of DRAM, Q12007-Q12014
  • Market Share of Mobile DRAM, 2009-2011
  • Market Share of Mobile DRAM, 2012
  • Ranking of Branded Mobile DRAM Vendors by Revenue, 2Q2013-1Q2014
  • Market Share of Branded NAND Flash Vendors, 2012
  • Market Share of Branded NAND Flash Vendors, 2014Q1
  • NAND Supply/Demand, 1Q2012-4Q2014
  • NAND Tech Migration Roadmap
  • Market Size of Global Foundry, 2008-2017E
  • Foundry Revenue of Advanced Nodes, 2012-2017E
  • Global Foundry Capacity by Node, 2012-2018E
  • Global Foundry Revenue by Node, 2012-2018E
  • Global Ranking by Foundry
  • Average IC Costs of Each Mobile Phone, 2008-2016E
  • Shipments of Global Mobile Phones, 2007-2015E
  • Worldwide Smartphone Sales to End Users by Vendor in 2013
  • Worldwide Smartphone Sales to End Users by Operating System, 2013
  • Worldwide Mobile Phone Sales to End Users by Vendor, 2013
  • Shipments of Global CPU and Discrete GPU for PC, 2008-2015E
  • Shipments of NB PC, 2008-2015E
  • Shipments of Global NB PC ODM Vendors, 2010-2013
  • Shipments of Global Tablet PC, 2011-2016E
  • Market Share of Major Tablet PC Brands, 2013
  • Output of Global Tablet PC Vendors, 2012-2013
  • MFPGA and CPLD Markets by Application and by Region, 2011
  • Market Share of Major FPGA Vendors, 1999-2013
  • Mobile DRAM Trend
  • Strengths of WIDE IO
  • SK Hynix WIDE IO2 Roadmap
  • HMC Architecture
  • HMC BENEFITS
  • Advantages of Embedded Passive/Active Substrate
  • Embedded Component Substrate Process
  • Comparison of Embedded Active & Passive Components
  • Roadmap of Embedded Passive Substrate
  • Structure Roadmap of Embedded Active Substrate
  • FOWLP and PLP Process Comparison
  • WHY Embedded Trace?
  • Embedded Trace Package Features
  • Embedded Trace Package Sweet Spot (for Wire Bonding)
  • Embedded Trace Package Sweet Spot (for FLIP CHIP)
  • Apple iPad 4 LTE A1459 IC Package Type List
  • Trend in PoP Packaging
  • Market Share of Major SiP Packaging Vendors, 2014
  • Sales and Operation Margin of Murata, FY 2009-FY 2014
  • Sales of Murata by Region, FY 2009-FY 2014
  • Revenue, New Orders and Backlog of Murata, 2011Q1-2014Q2
  • Operating Income and Net Income of Murata, 2011Q1-2014Q2
  • Order of Murata by Product, 2011Q1-2014Q2
  • Sales of Murata by Product, FY 2010-FY 2014
  • Murata Sales by Application, FY 2010-FY 2014
  • Revenue and Gross Margin of USI (Taiwan), 2008-2014
  • Quarterly Revenue and Gross Margin of USI (Taiwan), 2013Q1-2014Q2
  • Quarterly Revenue Breakdown of USI (Taiwan) by Product, 2013Q1-2014Q2
  • Revenue and Operating Income of USI (Shanghai), 2008-2014
  • Revenue Breakdown of USI (Shanghai) by Downstream, 2011-2013
  • Output of Various Products of USI (Shanghai), 2011-2013
  • 2.5D Interposer Manufacturing Revenue
  • Breakdown by Interposer Bulk Material, 2010-2017E
  • TSV Downstream Application
  • TSV Equipment Suppliers
  • TSV Packaging Equipment Distribution, 2012-2017E
  • OSAT Market Size, 2006-2015E
  • Share of IC Package Added Value, 1990-2020E
  • Global IC Packaging Shipment by Type, 2011\2016E
  • Middle-End Packaging & Testing Process
  • Market Size of Die Packaging Level Equipment, 2007-2016E
  • Semi Equipment Book-to-bill, 2010Q1-2014Q2
  • Breakdown of Die Packaging Level Equipment by Product, 2013-2014
  • Wire Bonder Vendor Market Share, 2014
  • Flip-chip Bonder Vendor Market Share, 2014
  • Die Bonder Vendor Market Share, 2014
  • Test Handler Vendor Market Share, 2014
  • Branches of ASM
  • Product Line of ASM Pacific
  • Revenue and EBT of ASM Pacific, 2009-2014
  • Assets and Liabilities of ASM Pacific, 2009-2013
  • Revenue Breakdown of ASM Pacific by Business, 2012-2013
  • Quarterly sales trend by Business of ASM Pacific
  • EBIT Breakdown of ASM Pacific by Business, 2012-2013
  • Book-to-bill of ASM Pacific, 2007-2014
  • Revenue Breakdown of ASM Pacific by Region, 2012-2013
  • Revenue Breakdown of ASM Pacific by Product, 2011-2013
  • Capex/Sales of ASM Pacific, 1993-2015E
  • Revenue and Operating Income of Kulicke & Soffa, FY 2007-FY 2014
  • Top 10 Clients of Kulicke & Soffa, FY 2011-FY 2013
  • Global Distribution of Kulicke & Soffa
  • Revenue of Kulicke & Soffa, 2011Q2-2014Q2
  • Operating Margin of Kulicke & Soffa, 2011Q2-2014Q2
  • R&D Costs of Kulicke & Soffa, 2011Q2-2014Q2
  • Wire Bonder Equipment Market, 2009-2018E
  • Copper Bonder Unit, 2012-2018E
  • BESI Organization
  • Revenue and Orders of BESI, 2009-2014
  • Revenue \Operation Margin\Net Margin of BESI, 2009-2014
  • Quarterly Revenue and Orders of BESI, 1Q2012-2Q2014
  • Quarterly Revenue and Net Margin of BESI, 1Q2012-2Q2014
  • Milestone of BESI
  • Quarterly Expense of BESI, 1Q12-2Q14
  • Quarterly Headcount of BESI, 1Q12-2Q14
  • Quarterly Cash and Debt of BESI, 1Q12-2Q14
  • Market Share of BESI, 2013
  • Revenue Breakdown of BESI by Product, 2013
  • BESI's Product Position
  • BESI's Products
  • BESI's Global Operation
  • Revenue and Gross Margin of Advantest, 2Q12-2Q14
  • New Orders of Advantest, 2Q12-2Q14
  • Advantest Order by Business, FY 2013-Q1/FY 2015
  • Advantest Order by Region, FY 2013-Q1/FY 2015
  • Sales of Advantest by Business, FY 2013-Q1/FY 2015
  • Sales of Advantest by Region, FY 2013-Q1/FY 2015
  • Assets and Liabilities of Advantest, 2013Q3-2014Q2
  • Revenue and Operation Margin of Hitachi High-Technologies, FY 2007-FY 2015
  • Revenue Breakdown of Hitachi High-Technologies by Segment, FY 2011-FY 2015
  • Operation Margin Breakdown of Hitachi High-Technologies by Segment, FY 2011-FY 2014
  • Revenue Breakdown of Hitachi High-Technologies' Electronic Device Systems by Business, FY 2013-FY 2015
  • Front-end Revenue Breakdown of Hitachi High-Technologies' Electronic Device Systems by Field, FY 2014-FY 2015
  • Revenue and Operating Income of Teradyne, 2006-2014
  • Net Revenue of Teradyne by Country and % of Total Revenue, 2011-2013
  • Revenue Breakdown of Teradyne by Product, 2011-2014
  • Organization Chart of DISCO
  • Revenue and Operating Income of DISCO, FY 2010-FY 2015
  • Quarterly Consolidated Financial Results of DISCO, Q1/FY 2005-Q4/FY 2013
  • Quarterly Sales/Orders of DISCO, Q1/FY 2005-Q4/FY 2013
  • Quarterly Sales Breakdown of DISCO by Product, Q1/FY 2010-Q4/FY 2013
  • Product and Equipment Sales Breakdown, Q4/FY 2013
  • Equipment, Non-consolidated Cutting and Dicing Saws Sales Breakdown of DISCO by Application, FY 2012-FY 2013
  • Equipment, Non-consolidated Grinders and Polishers Sales Breakdown of DISCO by Application, FY 2012-FY 2013
  • Consolidated Sales Breakdown of DISCO by Region, FY 2012-FY 2013
  • Consolidated R&D/CAPEX Forecast of DISCO, FY 2000-FY 2014
  • Organization Chart of Towa
  • Revenue and Operating Income of TOWA, FY 2010-FY 2015
  • Revenue Breakdown of TOWA by Product, FY 2011-FY 2014
  • Orders Breakdown of TOWA by Product, FY 2011-FY 2014
  • Revenue Breakdown of TOWA by Region, FY 2011-FY 2014
  • Revenue and Operating Income of Hanmi, 2010-2014
  • Revenue Breakdown of Hanmi by Product, 2007-2015E
  • Sales and EBITDA Margin of SUSS MicroTec, 2008-2014
  • Orders of SUSS MicroTec, 2008-2014
  • Sales and Orders of SUSS by Segment, 2014H1
  • Sales and Orders of SUSS by Region, 2014H1
  • Revenue and Operating Income of Cohu, 2008-2014
  • Revenue Breakdown of Cohu by Product, 2008-2014
  • Revenue Breakdown of Cohu Semiconductor Equipment by Product, 2011-2013
  • Revenue and Operating Income of Shinkawa, FY 2009-FY 2015
  • Revenue Breakdown of Shinkawa by Product, FY 2011-FY 2014
  • Revenue Breakdown of Shinkawa by Region, FY 2011-FY 2014
  • Revenue and Operating Income of Tokyo Seimitsu, FY 2009-FY 2015
  • Revenue Breakdown of Tokyo Seimitsu by Product, FY 2012-FY 2015
  • Quarterly Sales of Tokyo Seimitsu's Semiconductor Equipment, Q1/FY 2010-Q1/FY 2015
  • Quarterly Order of Tokyo Seimitsu's Semiconductor Equipment, Q1/FY 2010-Q1/FY 2015
  • Revenue and Operating Income of Ultratech, 2009-2014
  • Revenue Breakdown of Ultratech by Product, 2011-2013
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