查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
全球矽片市場分析（2023-2024年）
市場調查報告書
商品編碼
1413695

全球矽片市場分析（2023-2024年）

Silicon Wafers Market Report (a Critical Materials Report) 2023-2024
出版日期: | 出版商: TECHCET | 英文 219 Pages | 商品交期: 最快1-2個工作天內

價格

本報告分析了半導體裝置製造中使用的矽晶圓的市場和供應鏈。我們也涵蓋 SOI，因為它是整個半導體元件基板供應鏈中不斷增長的一部分。我們還彙編和提供有關主要供應商、材料供應鏈中的問題和趨勢、供應商市場份額的估計和預測以及材料細分市場的預測的資訊。

有關矽晶圓市場最新資訊和報告亮點的特色新聞稿：

目錄

第一章執行摘要

第二章 研究範圍、目的與研究方法

第三章 半導體產業市場現況與展望

  • 世界經濟
    • 連結半導體產業與全球經濟
    • 半導體銷售額成長率
    • 台灣月度銷售趨勢
    • 2023年高度不確定性－半導體收入成長預計將放緩至負值
  • 晶片銷售：以電子領域分類
    • 手機
    • PC 出貨量
    • 伺服器/IT市場
  • 半導體製造業的成長與擴張
    • 鑄造廠擴建公告：概述
    • 透過在世界各地擴大鑄造廠來加速成長
    • 資本支出趨勢
    • 技術路線圖
    • 代工投資評估
  • 政策和貿易趨勢及影響
  • 半導體材料概述
    • 晶片生產進度可能受到材料產能限制
    • 持續的物流問題：對西方世界的負面影響
    • TECHCET晶圓投入量預測（至2027年）
    • TECHCET材料預測

第四章 晶圓市場趨勢

  • 市場趨勢：概述
    • 2022年晶圓市場：與2023年的聯繫
    • 晶圓市場展望
    • 市場趨勢：矽晶圓出貨量減少（2023年第一季）
  • 矽片供應能力、需求與投資：概述
    • 矽片產能
    • 擴大矽片產能
    • 投資公告：概述
    • 投資活動的評論
    • 矽片產能：依地區劃分
    • 矽片產能：供應商300mm矽片產能
    • 矽片產能：中國
    • 200mm晶圓供需：中國的影響
    • 300mm晶圓的供需
  • 技術驅動因素/材料變化與轉變：概述
    • 通用晶圓技術概述
    • SOI/其他人造基板及其用途
    • 碳化矽晶圓
  • 按地區劃分的趨勢
    • 區域趨勢和驅動因素
  • EHS（環境、健康與安全）和物流問題
    • 環境、健康與安全問題

第五章供應商市場狀況

  • 市場統計與預測：概述
    • 晶圓市場收入估計/預測：矽/SOI
    • 矽晶圓獲利/平均售價趨勢
    • 矽晶圓預測：晶圓出貨量預測，依直徑（5 年）
    • 矽晶圓預測：依直徑劃分的晶圓出貨量預測（按季度計算，截至 2023 年第四季）
    • 300mm晶圓的供需
    • 200mm晶圓需求與供應
    • 外延矽片預測：矽外延片年出貨量預測，概述
    • SOI 晶圓：收入預測（5 年）
    • 矽片市佔率
    • 供應商活動和報告收入（2023 年第一季）
  • 併購 (M&A) 活動和合作夥伴關係
    • SIC 投資與合作夥伴關係：SIC
  • 工廠關閉
  • 新進入者
  • 供應商或零件/產品線面臨停產風險
  • 價格趨勢
    • 晶圓價格趨勢
    • 晶圓價格走勢圖
  • TECHCET分析師評級
    • 晶圓供應商評估

第六章下游供應鏈：多晶矽

  • 下游供應鏈：來源與市場
    • 多晶矽市場背景
    • 多晶矽市場趨勢
    • 太陽能與半導體級多晶矽
    • 半導體級多晶矽需求
    • 下游供應鏈：多晶矽市場份額
    • 半導體級多晶矽供應商
    • 半導體級多晶矽供應商新聞`
  • 下游供應鏈：討論
    • 下游供應鏈：討論
  • 供應鏈下游：併購活動
  • 下游供應鏈：EHS 與物流問題
  • 下游供應鏈的 "新" 進入者
  • 下游供應鏈工廠最新資訊
  • 關閉下游供應鏈工廠
  • 下游供應鏈趨勢
    • 下游供應鏈多晶矽價格走勢
  • 下游供應鏈：TechCET 分析師評估
    • 對較低階供應鏈分析師的評估

第七章 供應商簡介

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • GLOBALWAFERS
  • 超過 15 家其他公司

第8章附錄

This report covers the silicon wafer market and supply-chain for those wafers used in semiconductor device fabrication. The report contains data and analysis from TECHCET's data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. SOI is also covered as it is a growing portion of the overall supply-chain of semiconductor device substrates. SiC wafers is also included for an in-depth look at silicon carbide wafers and SiC manufacturing, we recommend the reader obtain TECHCET's Report on Silicon Carbide Wafers and Manufacturing Challenges. This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

This report comes with 3 Quarterly Updates featuring updated market information and forecasting from the report analyst.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

  • 1.1. WAFER BUSINESS-MARKET OVERVIEW
  • 1.2. MARKET TRENDS IMPACTING 2023 OUTLOOK
  • 1.3. WAFER BUSINESS-MARKET OVERVIEW
  • 1.4. FIRST QUARTER 2023 FINANCIALS OF TOP 5
  • 1.5. WAFER SEGMENT TRENDS
  • 1.6. SILICON WAFER 5-YEAR FORECAST BY REVENUES
  • 1.7. TECHNOLOGY TRENDS
  • 1.8. COMPETITIVE LANDSCAPE
  • 1.9. EHS ISSUES/CONCERNS
  • 1.10. ANALYST ASSESSMENT

2. SCOPE, PURPOSE AND METHODOLOGY

  • 2.1. SCOPE
  • 2.2. PURPOSE
  • 2.3. METHODOLOGY
  • 2.4. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

3. SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

  • 3.1. WORLDWIDE ECONOMY
    • 3.1.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
    • 3.1.2. SEMICONDUCTOR SALES GROWTH
    • 3.1.3. TAIWAN MONTHLY SALES TRENDS
    • 3.1.4. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
  • 3.2. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
    • 3.2.1. SMARTPHONES
    • 3.2.2. PC UNIT SHIPMENTS
    • 3.2.3. SERVERS / IT MARKET
  • 3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
    • 3.3.2. WW FAB EXPANSION DRIVING GROWTH
    • 3.3.3. EQUIPMENT SPENDING TRENDS
    • 3.3.4. TECHNOLOGY ROADMAPS
    • 3.3.5. FAB INVESTMENT ASSESSMENT
  • 3.4. POLICY & TRADE TRENDS AND IMPACT
  • 3.5. SEMICONDUCTOR MATERIALS OVERVIEW
    • 3.5.1. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?
    • 3.5.2. LOGISTICS ISSUES EASED DOWN
    • 3.5.3. TECHCET WAFER STARTS FORECAST THROUGH 2027
    • 3.5.4. TECHCET'S MATERIAL FORECAST

4. WAFERS MARKET TRENDS

  • 4.1. MARKET TRENDS-OUTLINE
    • 4.1.1. 2022 WAFER MARKET LEADING INTO 2023
    • 4.1.2. WAFER MARKET OUTLOOK
    • 4.1.3. TRENDS-SILICON WAFER SHIPMENTS DECLINED IN 1Q2023
  • 4.2. SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS-OUTLINE
    • 4.2.1. SILICON WAFER PRODUCTION CAPACITY
    • 4.2.2. SILICON WAFER PRODUCTION CAPACITY-EXPANSIONS
    • 4.2.3. INVESTMENT ANNOUNCEMENTS-OVERVIEW
    • 4.2.4. INVESTMENT ACTIVITY COMMENTS
    • 4.2.5. SILICON WAFER PRODUCTION CAPACITY-REGIONAL
    • 4.2.6. SILICON WAFER PRODUCTION CAPACITY-300 MM CAPACITY FOR SUPPLIERS
    • 4.2.7. SILICON WAFER PRODUCTION CAPACITY-CHINA
    • 4.2.8. SUPPLY VS. DEMAND OF 200 MM AND CHINA'S IMPACT
    • 4.2.9. SUPPLY VS. DEMAND OF 300 MM
  • 4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS-OUTLINE
    • 4.3.1. GENERAL WAFER TECHNOLOGY OVERVIEW
    • 4.3.2. SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS
    • 4.3.3. SIC WAFERS
  • 4.4. REGIONAL TRENDS
    • 4.4.1. REGIONAL TRENDS AND DRIVERS
  • 4.5. EHS AND LOGISTIC ISSUES
    • 4.5.1. EHS ISSUES

5. SUPPLIER MARKET LANDSCAPE

  • 5.1. MARKET STATISTICS & FORECASTS-OUTLINE
    • 5.1.1. WAFER MARKET REVENUES ESTIMATE AND FORECAST, SILICON AND SOI
    • 5.1.2. SILICON WAFER REVENUES ASP TRENDS
    • 5.1.3. SILICON WAFER FORECASTS-WAFER SHIPMENT 5-YEAR FORECAST BY DIAMETER
    • 5.1.4. SILICON WAFER FORECASTS-QUARTERLY WAFER SHIPMENT FORECAST THROUGH 4Q2023 BY DIAMETER
    • 5.1.5. SUPPLY VS. DEMAND BALANCE-300 MM
    • 5.1.6. SUPPLY VS. DEMAND BALANCE-200 MM
    • 5.1.7. EPITAXIAL SILICON WAFERS FORECASTS-ANNUAL SILICON EPI WAFER SHIPMENT FORECAST SUMMARY
    • 5.1.8. SOI WAFERS-5 YEAR REVENUE FORECAST
    • 5.1.9. SILICON WAFER MARKET SHARE
    • 5.1.10. FIRST QUARTER 2023-SUPPLIERS' ACTIVITY & REPORTED REVENUES
  • 5.2. M&A ACTIVITY AND PARTNERSHIPS
    • 5.2.2. SIC INVESTMENTS & PARTNERSHIPS-SIC
  • 5.3. PLANT CLOSURES
  • 5.4. NEW ENTRANTS
  • 5.5. SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
  • 5.6. PRICING TRENDS
    • 5.6.1. WAFER PRICING TRENDS
    • 5.6.2. WAFER PRICING TREND GRAPH
  • 5.7. TECHCET ANALYST ASSESSMENT
    • 5.7.1. ASSESSMENT OF WAFER SUPPLIERS

6. SUB TIER SUPPLY-CHAIN, POLYSILICON

  • 6.1. SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS
    • 6.1.1. POLYSILICON MARKET BACKGROUND
    • 6.1.2. POLYSILICON MARKET TRENDS
    • 6.1.3. POLYSILICON SOLAR VS. SEMICONDUCTOR GRADE
    • 6.1.4. SEMICONDUCTOR GRADE POLYSILICON DEMAND
    • 6.1.5. SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE
    • 6.1.6. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
    • 6.1.7. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIER NEWS`
  • 6.2. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
    • 6.2.1. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
  • 6.3. SUB-TIER SUPPLY-CHAIN M&A ACTIVITY
  • 6.4. SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
  • 6.5. SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
  • 6.6. SUB-TIER SUPPLY-CHAIN PLANTS UPDATES
  • 6.7. SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
  • 6.8. SUB-TIER SUPPLY-CHAIN PRICING TRENDS
    • 6.8.1. SUB-TIER SUPPLY-CHAIN-POLYSILICON PRICING
  • 6.9. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT
    • 6.9.1. SUB-TIER SUPPLY-CHAIN-ANALYST ASSESSMENT

7. SUPPLIER PROFILES

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • GLOBALWAFERS
  • ...and 15+ more

8. APPENDIX

LIST OF FIGURES

  • FIGURE 1: SILICON WAFER AREA SHIPMENTS
  • FIGURE 2: COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON
  • FIGURE 3: TOTAL SILICON WAFER MARKET REVENUES
  • FIGURE 4: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
  • FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 7: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
  • FIGURE 8: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
  • FIGURE 9: 2022 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 10: MOBILE PHONE SHIPMENTS WW ESTIMATES
  • FIGURE 11: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 12: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 13: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
  • FIGURE 14: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
  • FIGURE 15: CHIP EXPANSIONS 2022-2027 US $366 B
  • FIGURE 16: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 17: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
  • FIGURE 18: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
  • FIGURE 19: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
  • FIGURE 20: EUROPE CHIP EXPANSION UPSIDE
  • FIGURE 21: PORT OF LA
  • FIGURE 22: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
  • FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
  • FIGURE 24: WW QUARTERLY SILICON AREA WAFER SHIPMENTS
  • FIGURE 25: QUARTERLY WAFER SHIPMENTS FOR 200 MM & 300 MM
  • FIGURE 26: POTENTIAL IMPACT OF CHINA SUPPLIERS ON 200 MM WAFER CAPACITY
  • FIGURE 27: 300 MM WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 28: SOI WAFER APPLICATIONS
  • FIGURE 29: SIC WAFERING
  • FIGURE 30: SILICON CARBIDE SEMI-INSULATING WAFER DEMAND
  • FIGURE 31: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 32: GLOBAL SILICON WAFER REVENUES
  • FIGURE 33: AGGREGATED ASP TRENDS AND SILICON REVENUES (EXCLUDING SOI)
  • FIGURE 34: WAFER SHIPMENT FORECAST BY DIAMETER
  • FIGURE 35: WAFER SHIPMENTS FORECAST THROUGH 4Q2023 BY DIAMETER
  • FIGURE 36: 300 MM WAFER SUPPLY/DEMAND FORECAST (PREVIOUSLY SHOWN IN SECTION 4.3-PROVIDED HERE FOR COMPLETENESS.)
  • FIGURE 37: 200 MM WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 38: EPI WAFER AREA SHIPMENT FORECAST
  • FIGURE 39: 300 MM EPI WAFER SUPPLY/DEMAND (PREVIOUSLY PROVIDED IN SECTION 4.3. PROVIDED HERE FOR COMPLETENESS)
  • FIGURE 40: SOI WAFER REVENUE FORECAST
  • FIGURE 41: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 42: TOP 5 WAFER MAKERS' QUARTERLY WAFER SALES COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON
  • FIGURE 43: SEH'S ELECTRONIC MATERIAL SALES FY ENDING MARCH 31, 2022
  • FIGURE 44: SUMCO'S CY1Q2023 SUMMARY
  • FIGURE 45: GLOBALWAFERS QUARTERLY SALES TRENDS
  • FIGURE 46: SILTRONIC'S CY1Q2023 SUMMARY
  • FIGURE 47: SK SILTRON'S CY1Q2022 SUMMARY
  • FIGURE 48: SOITEC FYQ4 2023 SALES
  • FIGURE 49: WORLDWIDE SILICON ASP TRENDS (EXCLUDING SOI)
  • FIGURE 50: AGGREGATED WAFER PRICING TRENDS BY DIAMETER
  • FIGURE 51: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR
  • FIGURE 52: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
  • FIGURE 53: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT)
  • FIGURE 54: PRICE TREND IN SOLAR POLYSILICON

LIST OF TABLES

  • TABLE 1: WAFER MARKET GROWTH OVERVIEW
  • TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
  • TABLE 3: IMF ECONOMIC OUTLOOK*
  • TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
  • TABLE 5: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS
  • TABLE 7: WAFER SUPPLIER MANUFACTURING LOCATIONS
  • TABLE 8: ESTIMATED 300 MM PRIME WAFER PRODUCTION CAPACITY SHARE
  • TABLE 9: ESTIMATED CHINA SUPPLIER CAPACITY SHARE
  • TABLE 10: CHINA WAFER SUPPLIER 300 MM STATUS
  • TABLE 12: CHINA WAFER SUPPLIER 200 MM STATUS
  • TABLE 13: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS
  • TABLE 14: REGIONAL WAFER MARKETS
  • TABLE 16: TOTAL WAFER SHIPMENT GROWTH RATES BY DIAMETER
  • TABLE 17: EPITAXIAL WAFER SHIPMENT GROWTH RATES BY DIAMETER
  • TABLE 18: 1Q2023 QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
  • TABLE 19: ESTIMATED 2022 POLYSILICON SUPPLIER RANKING
  • TABLE 20: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS
  • TABLE 21: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS IN CHINA
  • TABLE 22: WAFER TECHNOLOGY TRENDS
  • TABLE 23: GENERAL TRENDS AND ISSUES