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半导体自动测试设备的成长机会
市场调查报告书
商品编码
1395907

半导体自动测试设备的成长机会

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个工作天内

价格
简介目录

数位化、电气化、人工智慧和永续性驱动的应用内容不断增加，将推动尖端和成熟製程节点的 ATE 需求

过去，大多数生产组织将测试系统视为非生产性资产。如果不需要品质、检验和确认，测试系统製造商可能不会如此成功。半导体 ATE 市场的兴起是由于对符合法规和标准的安全可靠产品的需求不断增长而推动的。测试设备正在成为关键的资料来源，可以找出缺陷并实现从设计到製造的快速修正/预测行动。

在当今世界，半导体测试系统不再仅仅用于品质保证。透过正确的投资，测试解决方案可以成为半导体价值链各个阶段的策略资产，有助于降低成本并缩短时间。这很大程度上是由于电气化、数位化、永续性和人工智慧的出现等大趋势的影响，这些趋势增加了对半导体的依赖并提高了对IC性能的期望。然而，半导体设计工程师面临着如何以更低的功耗将更高的性能整合到更小的区域中的挑战。因此，电晶体尺寸的缩小继续推进到低于 5nm 节点，英特尔、三星、台积电和imec 等公司都宣布了未来 10 年的技术蓝图。随着半导体 ATE 的基本需求日益强劲，ATE OEM需要跟上技术进步和需求量，以交付新产品并按时交付设备。

该报告揭示了半导体ATE市场在基准年（2022年）的实绩，将其与过去的实绩进行比较，了解动态，并评估未来五年的未来性。它还按产品类型、最终用户行业、地区和应用领域分析了半导体 ATE 市场。

主要问题

  • 未来五年ATE市场的趋势是什么？
  • 竞争形势将如何改变？
  • 人工智慧将如何影响半导体ATE市场？
  • 最终用户产业动态将如何变化？ ATE公司该如何准备？
  • 地缘政治局势的改变将如何影响区域需求？
  • 该领域的主要成长机会是什么？

目录

战略问题

  • 为什么成长如此困难？
  • The Strategic Imperative 8（TM）
  • 关键策略要务对半导体自动测试设备 (ATE) 产业的影响
  • 成长机会推动Growth Pipeline Engine（TM）

成长机会分析

  • 分析范围
  • 市场区隔
  • 细分市场定义 - 按产品
  • 细分市场定义 - 按地区
  • 细分市场定义 - 按最终用途
  • 段定义 - 按用途
  • 主要竞争（以总公司为准）
  • Si2Chip製程和测试范围
  • 半导体产业价值链
  • 半导体测试系统 - 从策略必要性演变为付加系统而不是成本中心
  • 半导体 ATE 价值链

成长机会分析

  • 成长指标
  • 销售管道
  • 生长促进因子
  • 促生长因子分析
  • 成长抑制因素
  • 成长抑制因素分析
  • 过去的成长实绩分析
  • 过去的测试设备资本支出（CAPEX）分析及其与成长的关係
  • 预测假设
  • 预测收益和出货数量
  • 收益预测
  • 依产品分类：收益预测
  • 按最终用户：收益预测
  • 按地区：收益预测
  • 按用途：收益预测
  • 收益预测分析
  • 值得注意的 ATMP 投资
  • 区域分析-竞争形势
  • 竞争环境
  • 收益占有率
  • 收益占有率分析
  • 收益占有率分析-主要企业
  • 併购分析
  • 过去的着名併购塑造了当今的竞争形势（2010年至今的收购案例）
  • 过去的着名併购塑造了当今的竞争形势（2011年至2021年的收购案例）
  • 主要公司及产品亮点
  • 新产品公告
  • 定价及定价模式
  • 按产品类型和区域总部进行的产品分析：
  • 主要企业和产品的存在

影响半导体 ATE 市场的主要大趋势

  • 推动半导体 ATE 市场未来的四大趋势
  • 数位产业的加速—半导体装置的趋势
  • 永续发展 - 半导体装置的趋势
  • 电气化 - 半导体装置的趋势
  • Edge AI - 半导体设备趋势

成长机会分析 - 关键问题和产品趋势

  • 主要问题
  • 测试趋势克服创新，缩短时间并降低成本
  • 确保 SLT-IC 可靠性的测试（超越晶圆和封装测试）的出现和发展

成长机会分析—新兴考试趋势

  • 封装天线 (AiP) OTA检验
  • ATE 上的远场 OTA 设定用于 AiP 测试
  • ATE 上的近场 OTA 设定用于 AiP 测试
  • 射频特性测试
  • 透过 OTA 评估（AiP）射频特性

成长机会分析－非记忆体测试仪

  • 成长指标
  • 收益预测
  • 最终用户的收益预测
  • 收益预测分析
  • 收益占有率

成长机会分析 - 记忆体测试仪

  • 成长指标
  • 收益预测
  • 最终用户的收益预测
  • 收益预测分析
  • 收益占有率

成长机会分析 - 离散测试仪

  • 成长指标
  • 收益预测
  • 最终用户的收益预测
  • 收益预测分析
  • 收益占有率

成长机会分析 - 其他

  • 成长指标
  • 收益预测
  • 最终用户的收益预测
  • 收益预测分析
  • 收益占有率

成长机会分析 – 人工智慧/资料分析对半导体 ATE 市场的影响

  • AI 和 ML 在半导体 ATE 中的作用
  • 半导体 ATE 中的 AI 生态系统
  • 半导体ATE市场AI/ML的现况与未来
  • 半导体 ATE 市场中的 AI配合措施列表
  • 案例研究#1 - 利用人工智慧减少探针卡清洁频率、降低成本并提高工具可用性
  • 案例研究#2 - 人工智慧加速产量比率下降的根本原因识别

成长机会宇宙

  • 成长机会1：检验与确认
  • 成长机会2：生成式人工智慧
  • 成长机会3：数位转型
  • 成长机会4：併购
  • 成长机会5：工业4.0

下一步

简介目录
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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