半导体製造用水：市场趋势和预测 (2023-2030)

随着全球供应链停滞，半导体製造商正在加速生产以满足芯片供应。 到 2030 年，5730 亿美元的半导体产业预计将超过 1 万亿美元，这主要是由于 CE 产品和汽车行业的需求激增。 随着半导体製造厂每天使用数百万加仑的水，随着半导体行业的迅速扩张，水的需求和支出尤为重要。

本报告考察了半导体製造用水市场，分析了全球半导体製造趋势、半导体製造用水现状、影响因素、CAPEX/OPEX、用水量预测和增长机会等。

上市公司

内容

市场驱动因素和趋势

• 世界半导体製造业：按地区
• 关键政策促进半导体投资
• 全球半导体行业：为近期增长做好准备
• 用水：关注製造过程
• 製造工艺用水
• 计划中的半导体设施
• 缺水风险威胁着半导体製造

市场展望

• 预测方法
• 资本支出/运营支出细目
• 用水量的同比变化：按地区
• 全球半导体製造在水管理方面的支出
• 按输入类别划分的全球半导体用水支出
• 美国 CHIPS 法案：促进用水
• 激励措施促进亚洲半导体製造用水的消耗和使用
• 关键指标：影响供水商的机会
• 半导体用水汇总：按国家/地区分类

新机遇

• 半导体代工市场集中在主要公司
• 提高运营效率的用水目标
• 由于推广 ESG 举措，重复利用项目有所增加
• 提高用水效率有助于降低运营成本

In the wake of global supply chain bottlenecks, semiconductor manufacturers are accelerating production to meet chip quotas. The US$573 billion semiconductor industry is expected to exceed US$1 trillion by 2030, primarily driven by soaring demand from the consumer electronics and automotive sectors.

In the rapid expansion of the semiconductor industry, water requirements and expenditures are particularly relevant since a fabrication plant uses millions of gallons of water per day. For water solutions providers, opportunity is present on the treatment side, as ultrapure water is a required input. Additionally, the large water footprints of facilities increase the attractiveness of reuse solutions.

This report lays out Bluefield's 2023-2030 forecast for capital expenditures (CAPEX) and operating expenditures (OPEX). The forecast focuses on water usage, geographic differences, and key opportunities.

Report + Data Option:

Data is a key component to this semiconductor analysis. Our team has compiled relevant data dashboards available as an add on purchase option.

Companies Mentioned:

Table of Contents

Market Drivers & Trends

• Global Semiconductor Production by Geography
• Critical Policies Boost Semiconductor Investments
• The Global Semiconductor Sector Poised for Near-Term Growth
• Water Usage Concentrated in the Fabrication Process
• Process Water for Fabrication
• Planned Semiconductor Facilities
• Water Scarcity Risks Threaten Semiconductor Production

Market Outlook

• Forecast Methodology
• Breaking Down Capital and Operating Expenditures
• Year-over-Year Water Usage by Region
• Global Water Management Spending for Semiconductor Fabrications
• Global Water Spend for Semiconductors by Input Category
• U.S. CHIPS Act Propels Water Spend
• Incentives Drives Water Spend and Usage for Semiconductors in Asia
• Key Metrics Influence Opportunities for Water Providers
• Water for Semiconductor Overview by Country

Emerging Opportunities

• Semiconductor Foundry Market Concentrated in Leading Companies
• Water Goals Set to Enhance Operational Efficiency
• Push for ESG Initiatives Increases Reuse Projects
• Improving Water Efficiency Aids Operational Cost Savings