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半導體自動測試設備的成長機會
市場調查報告書
商品編碼
1395907

半導體自動測試設備的成長機會

Growth Opportunities in Semiconductor Automated Test Equipment
出版日期: | 出版商: Frost & Sullivan | 英文 150 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

數位化、電氣化、人工智慧和永續性驅動的應用內容不斷增加，將推動尖端和成熟製程節點的 ATE 需求。

過去，大多數生產組織將測試系統視為非生產性資產。如果不需要品質、檢驗和確認，測試系統製造商可能不會如此成功。半導體 ATE 市場的興起是由於對符合法規和標準的安全可靠產品的需求不斷成長而推動的。測試設備正在成為關鍵的資料來源，可以找出缺陷並實現從設計到製造的快速修正/預測行動。

在當今世界，半導體測試系統不再僅僅用於品質保證。透過正確的投資，測試解決方案可以成為半導體價值鏈各個階段的策略資產，有助於降低成本並縮短時間。這很大程度上是由於電氣化、數位化、永續性和人工智慧的出現等大趨勢的影響，這些趨勢增加了對半導體的依賴並提高了對IC性能的期望。然而，半導體設計工程師面臨著如何以更低的功耗將更高的性能整合到更小的區域中的挑戰。因此，電晶體尺寸的縮小繼續推進到低於 5nm 節點，英特爾、三星、台積電和imec 等公司都宣布了未來 10 年的技術藍圖。隨著半導體 ATE 的基本需求日益強勁，ATE OEM需要跟上技術進步和需求量，以交付新產品並按時交付設備。

該報告揭示了半導體ATE市場在基準年（2022年）的實績，將其與過去的實績進行比較，了解動態，並評估未來五年的未來性。它還按產品類型、最終用戶行業、地區和應用領域分析了半導體 ATE 市場。

主要問題

  • 未來五年ATE市場的趨勢是什麼？
  • 競爭形勢將如何改變？
  • 人工智慧將如何影響半導體ATE市場？
  • 最終用戶產業動態將如何變化？ ATE公司該如何準備？
  • 地緣政治局勢的改變將如何影響區域需求？
  • 該領域的主要成長機會是什麼？

目錄

戰略問題

  • 為什麼成長如此困難？
  • The Strategic Imperative 8（TM）
  • 關鍵策略要務對半導體自動測試設備 (ATE) 產業的影響
  • 成長機會推動Growth Pipeline Engine（TM）

成長機會分析

  • 分析範圍
  • 市場區隔
  • 細分市場定義 - 按產品
  • 細分市場定義 - 按地區
  • 細分市場定義 - 按最終用途
  • 段定義 - 按用途
  • 主要競爭（以總公司為準）
  • Si2Chip製程和測試範圍
  • 半導體產業價值鏈
  • 半導體測試系統 - 從策略必要性演變為付加系統而不是成本中心
  • 半導體 ATE 價值鏈

成長機會分析

  • 成長指標
  • 銷售管道
  • 生長促進因子
  • 促生長因子分析
  • 成長抑制因素
  • 成長抑制因素分析
  • 過去的成長實績分析
  • 過去的測試設備資本支出（CAPEX）分析及其與成長的關係
  • 預測假設
  • 預測收益和出貨數量
  • 收益預測
  • 依產品分類：收益預測
  • 按最終用戶：收益預測
  • 按地區：收益預測
  • 按用途：收益預測
  • 收益預測分析
  • 值得注意的 ATMP 投資
  • 區域分析-競爭形勢
  • 競爭環境
  • 收益佔有率
  • 收益佔有率分析
  • 收益佔有率分析-主要企業
  • 併購分析
  • 過去的著名併購塑造了當今的競爭形勢（2010年至今的收購案例）
  • 過去的著名併購塑造了當今的競爭形勢（2011年至2021年的收購案例）
  • 主要公司及產品亮點
  • 新產品公告
  • 定價及定價模式
  • 按產品類型和區域總部進行的產品分析：
  • 主要企業和產品的存在

影響半導體 ATE 市場的主要大趨勢

  • 推動半導體 ATE 市場未來的四大趨勢
  • 數位產業的加速—半導體裝置的趨勢
  • 永續發展 - 半導體裝置的趨勢
  • 電氣化 - 半導體裝置的趨勢
  • Edge AI - 半導體設備趨勢

成長機會分析 - 關鍵問題和產品趨勢

  • 主要問題
  • 測試趨勢克服創新，縮短時間並降低成本
  • 確保 SLT-IC 可靠性的測試（超越晶圓和封裝測試）的出現和發展

成長機會分析—新興考試趨勢

  • 封裝天線 (AiP) OTA檢驗
  • ATE 上的遠場 OTA 設定用於 AiP 測試
  • ATE 上的近場 OTA 設定用於 AiP 測試
  • 射頻特性測試
  • 透過 OTA 評估（AiP）射頻特性

成長機會分析－非記憶體測試儀

  • 成長指標
  • 收益預測
  • 最終用戶的收益預測
  • 收益預測分析
  • 收益佔有率

成長機會分析 - 記憶體測試儀

  • 成長指標
  • 收益預測
  • 最終用戶的收益預測
  • 收益預測分析
  • 收益佔有率

成長機會分析 - 離散測試儀

  • 成長指標
  • 收益預測
  • 最終用戶的收益預測
  • 收益預測分析
  • 收益佔有率

成長機會分析 - 其他

  • 成長指標
  • 收益預測
  • 最終用戶的收益預測
  • 收益預測分析
  • 收益佔有率

成長機會分析 – 人工智慧/資料分析對半導體 ATE 市場的影響

  • AI 和 ML 在半導體 ATE 中的作用
  • 半導體 ATE 中的 AI 生態系統
  • 半導體ATE市場AI/ML的現況與未來
  • 半導體 ATE 市場中的 AI配合措施列表
  • 案例研究#1 - 利用人工智慧減少探針卡清潔頻率、降低成本並提高工具可用性
  • 案例研究#2 - 人工智慧加速產量比率下降的根本原因識別

成長機會宇宙

  • 成長機會1：檢驗與確認
  • 成長機會2：生成式人工智慧
  • 成長機會3：數位轉型
  • 成長機會4：併購
  • 成長機會5：工業4.0

下一步

簡介目錄
Product Code: K919-30

Increasing Application Content Driven by Digitization, Electrification, AI, and Sustainability to Catalyze Demand for ATE in Both Leading edge and Mature Process Nodes

Most production organizations once viewed test systems as non-productive assets. If not for the need for quality, verification, and validation, test system manufacturers may not have been as successful as they are. The semiconductor ATE market emerged because of the increasing need for safe and reliable products that comply with regulations and standards. Test equipment is emerging as a critical data source to pinpoint failures and enable swift corrective/predictive actions from design to manufacturing.

In today's world, semiconductor test systems are no longer just for quality assurance. With the right investments, test solutions can become a strategic asset that helps reduce costs and time-to-market at various stages of the semiconductor value chain. This is primarily due to the impact of mega trends such as electrification, digitization, sustainability, and the emergence of AI, which increases dependence on semiconductors and the performance expectation of ICs. Yet semiconductor design engineers are challenged to pack more performance with low power in a small area. Therefore, the shrinkage of transistor size continues to progress beyond the sub-5nm nodes, with companies including Intel, Samsung, TSMC, and imec announcing their technology roadmap for the next 10 years. As the fundamental demand for semiconductor ATE becomes stronger, ATE OEMs must remain on top of technology advancements and unit volume demand to position new products and deliver the equipment on time.

This report will identify the performance of the semiconductor ATE market during the base year (2022), compare it to historical performance, understand the dynamics, and evaluate its future potential during the next 5 years. The analysis covers the semiconductor ATE market using the following segments: product type, end-user vertical, region, and application.

Key Issues Addressed:

  • How will the ATE market perform during the next 5 years?
  • How will the competitive landscape change?
  • How will AI impact the semiconductor ATE market?
  • How will the dynamics of the end-user industries change? How should ATE companies prepare?
  • How will the changing geopolitical landscape impact regional demand?
  • What are the top growth opportunities in this space?

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Semiconductor Automated Test Equipment (ATE) Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

  • Scope of Analysis
  • Market Segments
  • Segment Definitions-Product
  • Segment Definitions-Region
  • Segment Definitions-End-use Vertical
  • Segment Definitions-Application
  • Key Competitors (Based on Headquarters)
  • Silicon-to-chip Process Flow and Test Scope
  • Semiconductor Industry Value Chain
  • Semiconductor Test Systems-An Evolution from Strategic Necessity to Value-added Systems, Not Cost Centers
  • Semiconductor ATE Value Chain

Growth Opportunity Analysis

  • Growth Metrics
  • Distribution Channels
  • Growth Drivers
  • Growth Driver Analysis
  • Growth Restraints
  • Growth Restraint Analysis
  • Historical Growth Performance Analysis
  • Historical Test Equipment Capital Expenditure (CAPEX) Analysis and Relation to Growth
  • Forecast Assumptions
  • Revenue and Unit Shipment Forecast
  • Revenue Forecast
  • Revenue Forecast by Product
  • Revenue Forecast by End User
  • Revenue Forecast by Region
  • Revenue Forecast by Application
  • Revenue Forecast Analysis
  • Notable ATMP Investments
  • Regional Analysis-Competitive Landscape
  • Competitive Environment
  • Revenue Share
  • Revenue Share Analysis
  • Revenue Share Analysis-Key Companies
  • M&A Analysis
  • Notable Historic M&As That Shaped Today's Competitive Landscape (Acquisitions from 2010 to Present)
  • Notable Historic M&As That Shaped Today's Competitive Landscape (Acquisitions from 2011 to 2021)
  • Key Companies and Product Highlights
  • New Product Launches
  • Pricing and Pricing Models
  • Product Analysis by Product Type and Region HQ
  • Key Companies and Product Presence

Top Mega Trends Impacting Semiconductor ATE Market

  • Top 4 Megatrends Driving the Future of Semiconductor ATE Market
  • Digital Industrial Acceleration-Trends in Semiconductor Devices
  • Sustainability-Trends in Semiconductor Devices
  • Electrification-Trends in Semiconductor Devices
  • Edge AI-Trends in Semiconductor Devices

Growth Opportunity Analysis-Key Challenges and Product Trends

  • Key Challenges
  • Testing Trends to Overcome Test Time and Cost Reduction Innovations
  • SLT-Emerging and Evolving Testing (beyond Wafer and Package Testing) to Ensure the Reliability of ICs

Growth Opportunity Analysis-Emerging Testing Trends

  • OTA Validation of Antenna-in-Package (AiP)
  • Far-field OTA Set-up on ATE for AiP Testing
  • Near-field OTA Se-tup on ATE for AiP Testing
  • RF Characterization Test
  • RF Characterization (of AiP) by OTA

Growth Opportunity Analysis-Non-memory Testers

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by End User
  • Revenue Forecast Analysis
  • Revenue Share

Growth Opportunity Analysis-Memory Testers

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by End User
  • Revenue Forecast Analysis
  • Revenue Share

Growth Opportunity Analysis-Discrete Testers

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by End User
  • Revenue Forecast Analysis
  • Revenue Share

Growth Opportunity Analysis-Others

  • Growth Metrics
  • Revenue Forecast
  • Revenue Forecast by End User
  • Revenue Forecast Analysis
  • Revenue Share

Growth Opportunity Analysis-Impact of AI/Data Analytics on Semiconductor ATE Market

  • The Role of AI and ML in Semiconductor ATE
  • AI Ecosystem in the Semiconductor ATE Landscape
  • Status Quo and the Future of AI/ML in the Semiconductor ATE Market
  • List of AI Initiatives in the Semiconductor ATE Landscape
  • Case Study #1-Leveraging AI to Reduce the Cleaning Frequency of Probe Cards to Reduce Cost and Increase Tool Availability
  • Case Study #2-AI for Faster Root-cause Identification of Yield Loss

Growth Opportunity Universe

  • Growth Opportunity 1: Validation and Verification
  • Growth Opportunity 2: Generative AI
  • Growth Opportunity 3: Digital Transformation
  • Growth Opportunity 4: M&As
  • Growth Opportunity 5: Industry 4.0

Next Steps

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