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全球矽設備零件市場分析（2023-2024年）
市場調查報告書
商品編碼
1413696

全球矽設備零件市場分析（2023-2024年）

Silicon Equipment Components Market Report (a Critical Materials Report) 2023-2024
出版日期: | 出版商: TECHCET | 英文 199 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

本報告分析了半導體製程設備中使用的矽零件（半導體裝置製造用晶圓加工工具的矽基材、矽設備零件等）的市場，也分析了半導體製程設備中使用的矽零件（矽基）的市場。半導體裝置製造用晶圓加工工具材料、矽設備零件等）以及供應鏈（高純度多晶矽和基材製造商）。我們正在調查矽加工製造商等的詳細動向。

有關矽元件市場最新資訊和報告亮點的專題新聞稿：

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
    • 電動車 (EV) 市場趨勢
    • 伺服器/IT市場
  • 材料：引入晶圓數量的預測（到 2027 年）
    • TECHCET材料預測

第四章 矽元件市場現況及趨勢

  • 矽零件市場規模及預測
  • 矽製造材料：概述和市場趨勢
  • 矽膠部件：依應用分類
  • 共享矽元件供應鏈的非半導體應用
  • 技術趨勢：矽零件與 CVD 碳化矽
  • 下層/矽錠成本趨勢
  • 矽製造商市場佔有率：依供應商分類
  • 區域趨勢：貿易與地緣政治
  • 區域趨勢：零件供應商的市場動態

第 5 章 矽晶片製造設施的成長與資本設備支出

  • 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
    • 鑄造設備支出（2019-2023年）
  • 資本支出趨勢
  • 技術路線圖
  • 代工投資評估
  • 晶片生產進度可能受到材料產能限制

第六章 OEM設備市場趨勢

  • OEM蝕刻設備市佔率預估
  • 製造 - 按地區劃分的矽膠零件製造商
  • 前 3 名 OEM 公司：LLAM RESEARCH□TEL□AMAT
  • OEM活動：LAM RESEARCH□AMAT
  • OEM活性：LAM RESEARCH
  • 前 3 名 OEM 公司：TEL
  • OEM活動：AMEC
  • OEM活動：HITACHI HIGH-TECH
  • OEM影響和控制
  • 政策和貿易趨勢及影響

第七章 目標供應商

  • 矽零件的生產成果，
  • 供應商活動：併購活動
  • 供應商活動：新工廠/新投資
  • 世界趨勢：中國/SIFUSION (FERROTEC)
  • 全球趨勢：關注GRITEK
  • 世界趨勢：關注MITSUBISHI MATERIALS
  • 新供應商進入市場：LATTICE MATERIALS
  • 新供應商進入市場：SHANGHAI SYC
  • 新供應商進入市場：API

第八章 供應下降：矽錠生產商

  • 基材：矽錠製造商/供應商
    • SINO AMERICAN SILICON-SAS
    • THINKON SEMI
  • 中國矽錠生產商：鑫康最新情況

第9章 多晶矽

  • 原料來源及現況： 多晶矽
  • 原料供應來源及現況：多晶矽需求
  • 半導體級多晶矽供應商
  • 多晶矽原料價格表現（2023年）
  • 原料來源及現況：多晶矽，評價
  • 基材：採用多晶矽的矽膠供應商

第10章 下層材料供應鏈

  • 供應鏈中斷/限制
  • 其他工業應用
  • 矽零件生產基地分析

第十一章 TECHCET分析師評價

  • TECHCET分析師評級
  • 材料市場現況及趨勢

第十二章供應商簡介

  • Addison Engineering
  • Alliance Precision/API
  • Applied Ceramics
  • BCnC Co., Ltd.
  • Bullen Ultrasonics
  • 其他20多家企業
簡介目錄

This Critical Materials Report' primarily focuses on the markets of silicon parts used in semiconductor process equipment, including silicon base materials and silicon equipment components for wafer process tools used for semiconductor device manufacturing. These parts are considered consumables, given that they are eventually require replacing after repeated use. Details on the supply-chain from high purity poly-silicon, base material manufacturers, and silicon fabricators are provided.

This report comes with 1 Bi-Yearly Update featuring updated market information and forecasting from the report analyst.

TABLE OF CONTENTS

1. SCOPE, PURPOSE, METHODOLOGY

  • 1.1. SUPPLY CHAIN & VALUE CHAIN OF SILICON PARTS
  • 1.2. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

2. EXECUTIVE SUMMARY

  • 2.1. OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY
  • 2.2. OVERVIEW OF THE 2022 SILICON PARTS MARKET
  • 2.3. OVERVIEW OF POLYSILICON & SILICON INGOTS
  • 2.4. TOP CONCERNS ABOUT SUPPLY AVAILABILITY
  • 2.5. SILICON PARTS MARKET ASSESSMENT

3. SEMICONDUCTOR INDUSTRY MARKET OUTLOOK

  • 3.1. SEMICONDUCTOR MATERIALS OVERVIEW
  • 3.2. WORLDWIDE ECONOMY
    • 3.2.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
    • 3.2.2. SEMICONDUCTOR SALES GROWTH
    • 3.2.3. TAIWAN MONTHLY SALES TRENDS
  • 3.3. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
  • 3.4. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
    • 3.4.1. SMARTPHONES
    • 3.4.2. PC UNIT SHIPMENTS
    • 3.4.3. ELECTRIC VEHICLE (EV) MARKET TRENDS
    • 3.4.4. SERVERS / IT MARKET
  • 3.5. MATERIALS-WAFER STARTS FORECAST THROUGH 2027
    • 3.5.1. TECHCET'S MATERIAL FORECAST

4. SILICON PARTS MARKET LANDSCAPE & TRENDS

  • 4.1. SI PARTS MARKET SIZE & FORECAST
  • 4.2. SILICON-FAB MATERIAL INTRODUCTION & MARKET TREND
  • 4.3. SILICON PARTS BY APPLICATION
  • 4.4. NON-SEMICONDUCTORAPPLICATIONS SHARING SI PARTS SUPPLY-CHAIN
  • 4.5. TECHNOLOGY TRENDS-SILICON PARTS VS. CVD SILICON CARBIDE
  • 4.6. SUB-TIER /SILICON INGOT COSTS TRENDS
  • 4.7. SILICON FABRICATOR MARKET SHARE BY SUPPLIER
  • 4.8. REGIONAL TRENDS-TRADE & GEOPOLITICS
  • 4.10. REGIONAL TRENDS-PARTS SUPPLIER MARKET DYNAMICS

5. CHIPS FABS GROWTH & CAPITAL EQUIPMENT SPENDING

  • 5.1. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 5.1.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
    • 5.1.2. WW FAB EXPANSION DRIVING GROWTH
    • 5.1.3. FAB EQUIPMENT SPENDING 2019 ~ 2023
  • 5.2. EQUIPMENT SPENDING TRENDS
  • 5.3. TECHNOLOGY ROADMAPS
  • 5.4. FAB INVESTMENT ASSESSMENT
  • 5.5. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?

6. OEM EQUIPMENT MARKET TRENDS

  • 6.1. OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE
  • 6.2. FABRICATION-SILICON PARTS FABRICATORS BY REGION
  • 6.3. TOP 3 OEMS-LAM RESEARCH, TEL, AMAT
  • 6.4. OEM ACTIVITIES-LAM RESEARCH AND AMAT
  • 6.5. OEM ACTIVITY-LAM RESEARCH
    • 6.5.1. OEM ACTIVITY-LAM RESEARCH
  • 6.6. TOP 3 OEMS-TEL
  • 6.7. OEM ACTIVITIES-AMEC
  • 6.8. OEM ACTIVITIES-HITACHI HIGH-TECH
  • 6.9. OEM INFLUENCE & CONTROL
  • 6.10. POLICY & TRADE TRENDS AND IMPACT

7. SUPPLIERS OF INTEREST

  • 7.1. SILICON PARTS PRODUCTION PERFORMANCE,
  • 7.2. SUPPLIERS ACTIVITY-M&A ACTIVITY
  • 7.3. SUPPLIERS ACTIVITY-NEW PLANTS/NEW INVESTMENTS
  • 7.4. GLOBAL TRENDS-SIFUSION FROM CHINA (FERROTEC)
  • 7.5. GLOBAL TRENDS-SPOTLIGHT ON GRITEK
  • 7.6. GLOBAL TRENDS-SPOTLIGHT ON MITSUBISHI MATERIALS
  • 7.7. NEW SUPPLIER ENTERING THE MARKET: LATTICE MATERIALS
  • 7.8. NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC
  • 7.9. NEW SUPPLIER ENTERING THE MARKET: API

8. SUB-TIER SUPPLY: SILICON INGOT GROWERS

  • 8.1. BASE MATERIAL-SILICON INGOT MANUFACTURERS/SUPPLIERS
    • 8.1.1. SINO AMERICAN SILICON-SAS
    • 8.1.2. THINKON SEMI
  • 8.2. CHINA SILICON INGOT MANUFACTURER-THINKON SEMI UPDATE

9. POLYSILICON

  • 9.1. RAW MATERIAL SOURCE AND STATUS-POLYSILICON
  • 9.2. RAW MATERIAL SOURCE AND STATUS-POLYSILICON DEMAND
  • 9.3. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
  • 9.4. POLYSILICON-RAW MATERIAL HISTORICAL PRICES 2023
  • 9.5. RAW MATERIAL SOURCE AND STATUS-POLYSILICON, ASSESSMENT
  • 9.6. BASE MATERIAL-SILICON SUPPLIERS USING POLYSILICON

10. SUB-TIER MATERIAL SUPPLY CHAIN

  • 10.1. SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS
  • 10.3. OTHER INDUSTRIAL USES
  • 10.4. SILICON PARTS PRODUCTION LOCATION-ANALYSIS

11. TECHCET ANALYST ASSESSMENT

  • 11.1. TECHCET ANALYST ASSESSMENT
  • 11.4. MATERIALS MARKET LANDSCAPE TRENDS

12. SUPPLIER PROFILES

  • Addison Engineering
  • Alliance Precision/API
  • Applied Ceramics
  • BCnC Co., Ltd.
  • Bullen Ultrasonics
  • ...and 20+ more

FIGURES

  • FIGURE 1: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
  • FIGURE 2: SILICON INGOT
  • FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
  • FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 5: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
  • FIGURE 6: 2023 SEMICONDUCTOR REVENUE OUTLOOK
  • FIGURE 7: 2022 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES
  • FIGURE 9: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 10: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 11: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
  • FIGURE 12: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
  • FIGURE 13: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
  • FIGURE 14: SILICON PARTS FROM SILFEX
  • FIGURE 15: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
  • FIGURE 16: 2021 SILICON PARTS BY WAFER SIZE
  • FIGURE 17: 2022 SILICON PARTS BY WAFER SIZE
  • FIGURE 18: 2023 AR/VR SHIPMENT (1,000 UNITS)
  • FIGURE 19: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
  • FIGURE 20: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
  • FIGURE 21: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
  • FIGURE 22: CHIP EXPANSIONS 2022-2027 US $473.6B
  • FIGURE 23: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 24: FAB EQUIPMENT SPENDING
  • FIGURE 25: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
  • FIGURE 26: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
  • FIGURE 27: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING
  • FIGURE 28: EUROPE CHIP EXPANSION UPSIDE
  • FIGURE 29: 2022 ETCH EQUIPMENT MARKET SHARE
  • FIGURE 30: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
  • FIGURE 31: 2022 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD)
  • FIGURE 32: LAM RESEARCH FACILITIES
  • FIGURE 33: SK ENPULSE'S PLANTS IN KOREA
  • FIGURE 34: SIFUSION FERROTEC LOCATION IN CHINA
  • FIGURE 35: SIFUSION HANGZHOU FACTORY
  • FIGURE 36: GRITEK MANUFACTURING LOCATION INSIDE
  • FIGURE 37: MITSUBISHI MATERIALS SANDA PLANT
  • FIGURE 38: SYC HEADQUARTER IN SHANGHAI
  • FIGURE 39: OPERATION CEREMONY OF API IN 2019
  • FIGURE 40: SAS
  • FIGURE 41: THINKONSEMI HQ IN JINZHOU, CHINA
  • FIGURE 42: THINKONSEMI 550MM SILICON WAFER (2020)
  • FIGURE 43: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
  • FIGURE 44: 2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
  • FIGURE 45: 2014-2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
  • FIGURE 46: YOY POLYSILICON (KG) CONSUMPTION ESTIMATES
  • FIGURE 47: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS
  • FIGURE 48: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022 (EU, TWD, RMB, KRW, JPY)

TABLES

  • TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
  • TABLE 2: IMF ECONOMIC OUTLOOK*
  • TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
  • TABLE 4: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
  • TABLE 5: 2022 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION
  • TABLE 6: TEL REVENUES BY END USER
  • TABLE 7: LEADING SILICON PARTS FABRICATION REVENUES
  • TABLE 8: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON PARTS FABRICATION
  • TABLE 9: SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
  • TABLE 10: SILICON MATERIAL AND PARTS FABRICATOR LISTING