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市场调查报告书
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半导体材料市场 - COVID-19 的增长、趋势、影响、预测(2022-2027 年)

Semiconductor Materials Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

出版日期: | 出版商: Mordor Intelligence Pvt Ltd | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

采矿中的半导体材料市场(以下简称研究市场)预计在预测期间(2022-2027 年)将以 5.25% 的复合年增长率增长。

半导体行业的进步和对先进半导体产品的需求不断增加是推动半导体材料市场投资的主要因素之一。儘管半导体行业的收入增长不稳定,但对先进产品不断增长的需求正在推动市场供应商和最终用户组织投资于半导体材料的开发。

主要亮点

  • 半导体材料是电子行业的主要创新之一。原因是高电子迁移率、宽温度限制和低能耗。
  • 通过使用硅 (Si)、砷化镓 (GaAs) 和锗 (Ge) 等材料,电子产品製造商正在取代传统的热电子设备,这些设备使电子产品变得笨重且不便携带。我能够取代它。自半导体器件发明以来,电子设备已变得高度小型化、更紧凑且更易于携带。硅被认为是当今市场上最好的半导体元素。
  • 预计与最终用户行业相关的新收购以及建立工厂的新投资将推动市场。例如,2021 年 7 月,韩国半导体公司 Simmtech 将通过其马来西亚子公司 Sustio Sdn Bhd 投资 5.0778 亿令吉,在槟城 Batukawan 工业园区设立其在东南亚的第一家工厂。
  • 随着 COVID-19 大流行继续在世界主要地区实施封锁,半导体设备行业已经停止了若干产品的生产。由于封锁措施,消费电子产品的需求减少,半导体行业也产生了全球影响。此外,全球需求下降和汽车出口数量继续对半导体市场产生不利影响,从长远来看减缓了对半导体製造设备的需求。
  • 此外,由于半导体材料方面的新研究和创新,该市场有望增长。 2021 年 12 月,密苏里科技大学的研究人员确定了先进半导体器件的构建模块,这些器件在未来在微型传感器和探测器、光通信、光子集成电路和量子计算机中具有巨大的应用潜力。展示了一种新的二维材料异质结构,即通过充分利用各种光谱技术,我们发现了薄片中强烈的各向异性光学特性。

主要市场趋势

消费电子产品细分市场有望显着推动需求

  • 消费电子产品的普及和降价正在影响半导体材料的增长。笔记本电脑、平板电脑、手机和智能手錶等消费电子产品需要復杂的半导体材料实现,从而推动消费电子领域的市场增长。
  • 该细分市场中半导体的主要消费者是智能手机市场。近年来,智能手机市场竞争异常激烈。预计手机使用量的增加将推动全球市场。预计 5G 的部署和物联网技术的日益普及将进一步推动智能手机行业的增长。运营商正在投资,预计 5G 技术的创新将推动对支持 5G 的设备的需求。预计消费者和企业将选择 5G 设备。
  • 氮化镓 (GaN) 和碳化硅 (SiC) 半导体材料具有卓越的特性,与传统的硅技术相比,它们能够在更高的电压、更高的温度和更高的开关频率下运行功率器件。这使之成为可能。
  • 推动 SiC 材料半导体需求的主要因素之一是电子製造商需要提高其设备的电池寿命。这种趋势在 PC 和可穿戴设备市场中也很相似。为了实现更快的充电时间,OPPO、一加、摩托罗拉、三星和苹果等製造商提供了这些快速充电适配器,这是关键的营销策略。
  • 同样,氮化镓 (GaN) 是下一代半导体材料,具有适合用于为移动设备和其他消费电子产品充电的设备的特性。这种材料能够实现比传统硅器件更高效的 AC/DC 功率转换,减少充电过程中的能量浪费,显着减小充电器尺寸和重量,并在其生命週期内减少对环境的影响,减少负载。

亚太地区占很大份额

  • 中国、台湾、日本和韩国等亚洲国家在半导体行业的发展中发挥了重要作用。印度、台湾和中国等新兴国家对无线技术和消费电子产品的需求不断增长,预计亚太地区将占据半导体材料市场的很大份额。
  • 台湾是世界上最大的半导体製造商之一。台湾是台湾半导体製造公司(TSMC)和联合微电子公司等半导体製造商的所在地,并正在推动台湾的半导体产业。此外,根据 SEMI 2021 年 3 月的报告,十多年来,台湾一直是全球最大的半导体材料消费国。基于该国大型代工能力和先进封装基础的实力,预计未来几年也会出现类似的趋势。
  • 中国的半导体行业正在积极与国际参与者建立合作伙伴关係,以在中美贸易战中巩固自身实力。供应商 OSAT 供应商预计将从强有力的合作活动中受益匪浅。
  • 此外,韩国正在通过政府举措促进半导体材料的生产。例如,2021 年 5 月,政府宣布提供约 1 万亿韩元的长期贷款,以增加 8 英寸晶圆芯片的合同製造能力,并投资于材料和封装。
  • 新加坡和马来西亚等东南亚国家因扩大该地区的半导体代工领域而受到了巨大的推动。 2021 年 6 月,格芯 (GF) 将在新加坡新建一座价值 40 亿美元的製造工厂,以解决全球芯片短缺问题。全部完成后,它将每年额外增加 450,000 片晶圆,格芯新加坡园区每年将生产约 150 万片(300 毫米)晶圆。

竞争格局

半导体材料市场竞争激烈,很多公司进入市场。然而,就市场份额而言,LG Chem Ltd、京瓷公司和英特尔公司等少数主要参与者占据了市场主导地位。然而,在技术进步、产品创新和合作伙伴关係的帮助下,中小型公司正在通过获得新合同和开闢新市场来增加其市场占有率。

  • 2021 年 7 月- 昭和电工材料股份有限公司宣布将提高其台湾子公司的半导体材料产能以满足强劲的需求。子公司昭和电工半导体材料(台湾)有限公司将增加CMP(化学机械平面化)、半导体器件抛光材料浆料和多层印刷主要材料预浸料的生产能力接线板。
  • 2021 年 3 月 - 英特尔宣布向亚利桑那州的两家工厂投资 200 亿美元。该公告发布之际,人们担心美国在半导体生产方面落后,因为汽车和电子行业存在全球芯片短缺。

其他特典

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第 1 章介绍

  • 研究假设和市场定义
  • 调查范围

第 2 章研究方法

第 3 章执行摘要

第 4 章市场洞察

  • 市场概览
  • 工业吸引力波特五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 评估 COVID-19 对行业的影响

第 5 章市场动态

  • 市场促进因素
    • 电子材料的技术进步与产品创新
    • 对消费电子产品的需求增加
    • OSAT/封装公司的需求增加
  • 市场挑战
    • 复杂的製造过程

第 6 章市场细分

  • 按材料
    • 碳化硅 (SiC)
    • 砷化锰 (GaAs)
    • 铜铟镓硒 (CIGS)
    • 二硫化钼 (MoS2)
    • 碲化铋 (Bi2Te3)
  • 按用途
    • 製造设备
      • 加工化学品
      • 光掩模
      • 电子气
      • 光刻胶配件
      • 溅射靶材
      • 其他加工材料
      • 基材
      • 引线框架
      • 陶瓷封装
      • 键合线
      • 封装树脂(液体)
      • 芯片贴装材料
      • 其他包装材料
  • 按最终用户行业
    • 消费类电子产品
    • 通讯领域
    • 製造
    • 汽车
    • 能源与公用事业
    • 其他最终用户
  • 区域信息
    • 台湾
    • 韩国
    • 中国
    • 日本
    • 其他亚太地区
    • 北美
    • 欧洲
    • 世界其他地区

第 7 章竞争格局

  • 公司简介
    • BASF SE
    • LG Chem Ltd
    • Indium Corporation
    • Showa Denko Materials Co. Ltd
    • KYOCERA Corporation
    • Henkel AG & Company KGAA
    • Sumitomo Chemical Co. Ltd
    • Dow Chemical Co.
    • International Quantum Epitaxy PLC
    • Nichia Corporation
    • Intel Corporation
    • UTAC Holdings Ltd

第 8 章投资分析

第 9 章市场潜力

简介目录
Product Code: 65022

The Semiconductor Materials Market in the mining industry (henceforth referred to as the market studied) is expected to grow at a CAGR of 5.25% over the forecast period (2022-2027). The increasing advancements in the semiconductor industry and the growing requirements for advanced semiconductor products are some of the major factors driving the investments in the semiconductor material market. Although the semiconductor industry is witnessing a fluctuating growth in revenues, the growing need for an advanced product is still motivating the market vendors and end-user organizations to invest in the development of semiconductor materials.

Key Highlights

  • Semiconductor materials represent one of the major innovations in the electronics industry. This can be accredited to their high electron mobility, wide temperature limits, and low energy consumption.
  • By employing materials such as silicon (Si), gallium arsenide (GaAs), and germanium (Ge), electronics manufacturers were able to replace traditional thermionic devices that made electronic items heavy and non-portable. Since the invention of semiconductor elements, there has been a high degree of miniaturization, resulting in more compact and transportable electronic equipment. Silicon is often regarded as the best semiconductor element available in the present market.
  • New acquisitions related to the end-user industries and new investments in setting up the factories are expected to drive the market. For instance, in July 2021, South Korean semiconductor company Simmtech Co. Ltd, via its Malaysian subsidiary, Sustio Sdn Bhd (Sustio), will be investing RM 507.78 million to set up the first factory in Southeast Asia at Penang's Batu Kawan Industrial Park.
  • The COVID-19 pandemic has halted the manufacturing of several items in the semiconductor production equipment industry, owing to continued lockdown in important global regions. Lockdown measures reduced demand for consumer electronic gadgets, which had a global impact on the semiconductor sector. The continued decline in worldwide demand and automobile export shipments negatively impacted the semiconductor market, slowing the need for semiconductor manufacturing equipment in the long run.
  • Further, the market is expected to grow with new research and innovation in semiconductor materials. In December 2021, Researchers at Missouri S&T demonstrated a new two-dimensional material heterostructure - a basic building block for advanced semiconductor devices - that has great potential for future applications in compact sensors and detectors, optical communication, and optical integrated circuits, and quantum computers. With the help of various optical spectroscopic techniques, the researchers found robust anisotropic optical properties in flakes.

Key Market Trends

The Consumer Electronics Segment is Expected to Drive Significant Demand

  • The increased popularity and affordability of consumer electronics have influenced the growth of semiconductor materials. Consumer electronics, such as laptops, tablets, mobile phones, and smartwatches, require complex implementation of semiconductor materials, thus, driving the market's growth in the customer electronics segment.
  • The smartphone market is the major consumer of semiconductors in this segment. The smartphone market has been very competitive in recent years. The increasing usage of mobile phones is anticipated to drive the global market. The 5G rollout and growing implementation of IoT technology are further anticipated to drive the smartphone industry's growth. Telecom operators are investing, and innovations in 5G technology are expected to fuel the demand for 5G capable devices. Consumers and enterprises are expected to opt for 5G devices.
  • Gallium nitride (GaN) and Silicon carbide (SiC) semiconductor materials offer superior properties, allowing for the potential operation of power devices at high voltages and high temperatures and switching frequency compared to conventional silicon technology.
  • The major factor driving the demand for SiC material semiconductors includes the need for electronic manufacturers to improve the device's battery life. The trend has been similar for the PC and wearable device markets. To provide reduced charging time, the manufacturers like OPPO, One Plus, Motorola, Samsung, and Apple, offer these fast-charging adapters, which is the key to their marketing strategy.
  • Similarly, gallium nitride (GaN) is a next-generation semiconductor material with characteristics that create it a suitable candidate for use in the devices used to charge mobile devices and other consumer electronics. The material offers more efficient AC/DC power conversion than traditional silicon devices, lowering wasted energy during charging while significantly reducing the charger's size and weight and decreasing life cycle environmental impacts.

Asia Pacific to Hold a Significant Share

  • Asian Countries, such as China, Taiwan, Japan, and South Korea, have played a leading role in developing the semiconductor industry. The Asia-Pacific region is projected to account for a major market share in the semiconductor materials market, owing to increasing demand for wireless technologies and consumer electronic products from emerging economies, such as India, Taiwan, and China.
  • Taiwan is one of the largest manufacturers of semiconductors in the world. The country is home to Taiwan Semiconductor Manufacturing Limited (TSMC), United Microelectronics Corporation, and other major players driving the country's semiconductor industry. Moreover, according to the SEMI's March 2021 report, Taiwan remained the world's largest consumer of semiconductor materials for more than a decade. A similar trend is expected in the coming years based on the strength of the country's large foundry capacity and advanced packaging base.
  • While China's semiconductor industry is aggressively building partnerships with international players to strengthen its prowess amid the US-China trade war, Taiwan semiconductor supply chains, specifically backend service providers OSAT providers, are expected to benefit from robust partnership activities significantly.
  • Furthermore, in South Korea, the country has been boosting the manufacturing of semiconductor materials through government initiatives. For instance, in May 2021, the government announced to offer around KRW 1 trillion in long-term loans for increasing the capacity of 8-inch wafer chip contract manufacturing and the investment in materials and packaging.
  • Southeast Asian countries, like Singapore and Malaysia, are witnessing significant traction resulting in expanding the semiconductor foundry landscape in the region. In June 2021, GlobalFoundries (GF) will build a new USD 4 billion fabrication plant in Singapore to meet the global shortage of chips. When fully completed, GF will add 450,000 wafers per year, bringing GF's Singapore campus up to almost 1.5 million (300mm) wafers per year.

Competitive Landscape

The Semiconductor Materials Market is quite competitive and consists of significant players. However, in terms of market share, few major players, such as LG Chem Ltd, Kyocera Corporation, and Intel Corporation, dominate the market. However, with the help of technological advancements, product innovations, and partnerships, mid-size to smaller companies increase their market presence by securing new contracts and tapping new markets.

  • July 2021 - Showa Denko Materials Co. announced that it would increase production capacity for semiconductor materials at its subsidiary in Taiwan to meet strong demand for the products. The subsidiary, Showa Denko Semiconductor Materials (Taiwan) Co., would boost its production capacity for chemical mechanical planarization, or CMP, slurry, a polishing material for semiconductor devices, and prepreg of the main materials used in multilayer printed circuit boards.
  • March 2021 - Intel announced an investment of USD 20 billion in two plants in Arizona. The announcement came amid a global chip shortage in the automobiles and electronics industries and concerns that the United States is falling behind in semiconductor production.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment of the Impact of COVID-19 on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Technical Advancements and Product Innovation of the Electronic Materials
    • 5.1.2 Rising Demand for Consumer Electronics Goods
    • 5.1.3 Increased Demand From OSAT/Packaging Companies
  • 5.2 Market Challenges
    • 5.2.1 Complexity in the Manufacturing Process

6 MARKET SEGMENTATION

  • 6.1 By Material
    • 6.1.1 Silicon Carbide (SiC)
    • 6.1.2 Gallium Manganese Arsenide (GaAs)
    • 6.1.3 Copper Indium Gallium Selenide (CIGS)
    • 6.1.4 Molybdenum Disulfide (MoS2)
    • 6.1.5 Bismuth Telluride (Bi2Te3)
  • 6.2 By Application
    • 6.2.1 Fabrication
      • 6.2.1.1 Process Chemicals
      • 6.2.1.2 Photomasks
      • 6.2.1.3 Electronic Gases
      • 6.2.1.4 Photoresists Ancilliaries
      • 6.2.1.5 Sputtering Targets
      • 6.2.1.6 Silicon
      • 6.2.1.7 Other Fabrication Materials
    • 6.2.2 Packaging
      • 6.2.2.1 Substrates
      • 6.2.2.2 Lead Frames
      • 6.2.2.3 Ceramic Packages
      • 6.2.2.4 Bonding Wire
      • 6.2.2.5 Encapsulation Resins (Liquid)
      • 6.2.2.6 Die Attach Materials
      • 6.2.2.7 Other Packaging Materials
  • 6.3 By End-user Industry
    • 6.3.1 Consumer Electronics
    • 6.3.2 Telecommunication
    • 6.3.3 Manufacturing
    • 6.3.4 Automotive
    • 6.3.5 Energy and Utility
    • 6.3.6 Other End-user Industries
  • 6.4 By Geography
    • 6.4.1 Taiwan
    • 6.4.2 South Korea
    • 6.4.3 China
    • 6.4.4 Japan
    • 6.4.5 Rest of Asia Pacific
    • 6.4.6 North America
    • 6.4.7 Europe
    • 6.4.8 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 BASF SE
    • 7.1.2 LG Chem Ltd
    • 7.1.3 Indium Corporation
    • 7.1.4 Showa Denko Materials Co. Ltd
    • 7.1.5 KYOCERA Corporation
    • 7.1.6 Henkel AG & Company KGAA
    • 7.1.7 Sumitomo Chemical Co. Ltd
    • 7.1.8 Dow Chemical Co.
    • 7.1.9 International Quantum Epitaxy PLC
    • 7.1.10 Nichia Corporation
    • 7.1.11 Intel Corporation
    • 7.1.12 UTAC Holdings Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET