硅外延片市场 - COVID-19 的增长、趋势、影响和预测（2022-2027 年）

在预测期内，硅外延片市场预计将以 4.42% 的复合年增长率增长。

对先进半导体不断增长的需求和越来越多的创新最终用户应用正在推动对该市场的研究。外延主要是为了增强晶片的功能。近年来，它已成为生产高度集成的半导体器件（IC）、图像传感器（CIS）和某些功率半导体必不可少的技术。

主要亮点

• 作为许多微电子设备的核心组件，半导体硅晶圆仍然是电子行业的支柱。由于数字化和电动汽车是当前的技术趋势，这些产品被应用于许多设备中。
• 目前，硅片市场规模超过行业供应。因此，企业正在利用这一趋势来增加产量，增加市场份额，从而创造出巨大的扩张空间。
• 此外，小型化正在推动对单个设备中更多功能的需求。出于这个原因，IC芯片必须有更多的晶体管来支持更多的功能。这样，智能手机和平板终端等无线通信设备的发展促进了半导体设计人员的积极设计活动。此外，由于对电子设备小型化的需求不断增长（由于对更薄且功耗更低的晶圆的需求），预计硅外延片市场在预测期内将经历一些演变。
• 行业平均价格呈上涨趋势。例如，在日本企业中，信越化学株式会社（以下简称信越化学）占据了大部分市场份额。例如，占据大部分市场份额的日本信越化学株式会社宣布，从 2021 年 4 月起，所有硅片产品的价格将上涨 10% 至 20%。所有公司都在应对不断增长的需求，这对其利润产生了重大影响。 GlobalWafer Co. 第二大硅片供应商 World Wafer Co. 宣布其硅片生产线满负荷运转，3 月份收入提振加上价格上涨，导致年增长率达到 12.99%。
• 在消费电子等以消费者为中心的最终用户行业，对硅晶圆的需求强劲，行业供应商在被迫扩大生产设施的同时，也在投资研究技术创新。
• COVID-19 扰乱了中国国内的供应炼和生产。随着中国在过去几十年中成为世界製造业中心，主要的半导体製造业受到了很大的影响。

主要市场趋势

电力电子有望占据很大份额

• 对高能效产品的需求不断增长是推动所有最终用户行业对电力电子产品外延片需求的主要因素之一。因此，市场供应商瞄准了广泛的行业，以降低风险并扩大其客户群。
• 未来 IGBT 和 MOSFET 的市场可能会扩大，但特别是在讨论 EV/HEV 模块时，预计其中一些将转向 SiC。支持功率 MOSFET 需求的还有绝缘栅、双极晶体管和晶闸管的持续更换。此外，使用功率 MOSFET 提高器件在低压下的功率效率的显着优势，进一步推动了全球市场对功率 MOSFET 的需求。
• 消费类设备中越来越多地使用电力电子产品也推动了需求。智能手机和智能设备的普及、物联网设备的日益普及以及工业应用的增加也在推动电力电子市场的发展。电力电子器件的高需求也造成了 2018 年和 2019 年 200 毫米晶圆的短缺。由于大客户仍有大量设备库存，客户需求正在下降。电力电子市场的长期增长也在推动基于 300mm 晶圆的生产。全球超过 7 家电力电子供应商已宣布投资新的製造能力，计划于 2021 年投产。
• Imec 和 Qromis 联手在 Aixtron 的 G5+C 200 毫米 MOVCD 平台上生长外延层，并在 200 毫米 QST 基板上开发增强模式、p-GaN 分立器件和 IC 功率器件。我打来电话。两家公司都致力于器件製造，并在先进的 CMOS 硅试制线上开发了 GaN 功率器件、混杂和单片集成 IC 形式以及 200mm QST 基板。 Imec 和 Qromis 正在与德国 GaN MOCVD 设备製造商 Aixtron 合作开发 GaN-on-QST 外延。许多行业专家认为，全球处理 300 毫米晶圆的集成电路 (IC) 半导体晶圆厂数量将从 2002 年的 15 家增加到 2023 年的 138 家。

预计亚太地区将占据主要份额

• 预计从 2021 年到 2022 年，半导体晶圆市场的 200 毫米晶圆产量将增加。到 2025 年，对 300 毫米晶圆的需求预计将增长，所研究的市场也可能见证进步和创新。由于其在半导体製造领域的主导地位，亚太地区也主导着锯片市场。 SiC衬底的高市场价格和对LED的不断增长的需求迫使许多亚洲製造商转向GaN晶圆。然而，在2019-2020年，许多中国LED製造商过量生产了GaN晶圆。同样在 MOCVD（Metalorganic Chemical Vapor Deposition）市场，GaN LED 的产量远大于产量。
• 过去十年，中国的半导体产业呈现上升趋势。据中国工信部统计，2018年中国厂商半导体销售额达973亿美元，约占同年全球半导体销售额的20%。该国的目标是到 2020 年生产 40% 的半导体，到 2025 年生产 70% 的半导体。
• 中国政府的“中国製造 2025”国家战略规划也对出版物的增长做出了重大贡献。该计划的核心目标是发展半导体产业。此外，中国国家知识产权局 (CNIP) 的 2021 年预算预计到 2023 年每年将有 200 万份申请，这有望推动研究市场的增长。
• 此外，台积电錶示有兴趣并最终确定了在亚利桑那州建立先进的 5 纳米晶圆厂的计划。该公司董事会还批准了对位于亚利桑那州的一家全资铸造厂的 35 亿美元投资。此外，它还表示，将在2021年至2029年共投资120亿美元，建设12英寸晶圆厂，并采用最先进的5nm工艺生产芯片。

竞争格局

硅外延片市场竞争适度，由许多主要参与者组成，例如 SweGaN、GlobalWafers Japan、Siltronic AG、II-VI Incorporated、Sumco Corporation 等。就市场份额而言，目前没有一家主要参与者在市场上占据主导地位。随着对产品创新的日益关注，公司也在进行併购以保持竞争力。

• August 2022-II-VI Incorporated 投资了 1 亿美元的合同，为电力电子设备供应碳化硅衬底，以满足天宇长期客户的供应需求。
• 2022 年 6 月-SK Siltron Corporation. Ltd. 宣布计划投资 8.1 亿美元，到 2024 年上半年扩大其国内产能，并从那里增加产量。

其他福利。

• 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
  • 供应商的议价能力
  • 新进入者的威胁
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• 工业价值链分析
• COVID-19 对市场的影响

第5章市场动态

• 市场驱动力
  • 技术小型化
  • 对高性能照明的需求增加
• 市场製约因素
  • 设计复杂性

第 6 章市场细分

• 按应用
  • 电力电子
  • MEMS
  • 射频电子
  • 光子学
• 按地区列出
  • 中国
  • 台湾
  • 韩国
  • 北美
  • 欧洲
  • 世界其他地区

第 7 章外延晶圆的详细映射和优选应用

第 8 章外延生长应用和机会

第9章外延片的主要特性

第10章其他类型详细分析

详细的晶圆分析（GaAS、GaN/衬底、InP 等）

第 11 章竞争格局

• 公司简介
  • SweGaN AB
  • Sumco Corporation
  • GlobalWafers Japan CO. Ltd
  • Siltronic AG
  • MOSPEC Semiconductor Corporation
  • IQE PLC
  • II-VI Incorporated
  • SHOWA DENKO K.K.

第 12 章供应商市场份额分析供应商晶圆市场的市场份额分析

第13章投资分析

第 14 章投资分析市场的未来

The Silicon Epitaxial Wafer Market is expected to register a CAGR of 4.42% during the forecast period. The growing demand for advanced semiconductors and increasing innovative end-user applications drive the market studied. Epitaxial is mainly done to enhance the functionality of wafers. In recent years, technology has become essential for manufacturing highly integrated semiconductor elements (ICs), image sensors (CIS), and specific power semiconductors.

Key Highlights

• Semiconductor silicon wafer remains the core component of many microelectronic devices and forms the cornerstone of the electronics industry. With digitization and electronic mobility being the current trends in technology, these products are finding applications in many devices.
• Currently, the demand for silicon wafers in the market exceeds the supply in the industry. This factor creates considerable scope for expansion, as the companies utilize this trend to expand their market shares by ramping up production.
• In addition, the demand for small-sized gadgets has increased the requirement for more functionalities from a single device. This means that an IC chip should now house more transistors to support more functionalities. Thus, the advancements in wireless computing devices, such as smartphones and tablets, have helped increase semiconductor designers' design activities. Further, the growing need for miniaturization in electronics (due to the demand for thinner wafers that consume low power) is expected to drive some advancements in the silicon epitaxial wafer market over the forecast period.
• The average prices in the industry are increasing. For instance, the Japanese company, Shin -Etsu Chemical Co . , which holds most of the market share, announced a price hike on all silicon wafer products to rise from 10 % -20 % from April 2021 onwards. The companies are taking advantage of the growing demand, further impacting the revenue accrued. GlobalWafer Co . , the second largest silicon wafer supplier, said that their silicon wafer production lines are fully loaded, coupled with the price hike, which led to an increase in revenue in March, which reached a 12 .99 % yearly increase.
• Consumer-centric end-user industries, such as consumer electronics, have robust demand for silicon wafers, forcing vendors in the industry to expand production facilities while investing in research to innovate.
• Due to COVID-19, China disrupted the country's supply chain and production. Major semiconductor manufacturing industries have been significantly affected due to China becoming a world production center over the past two to three decades.

Key Market Trends

Power Electronics is Expected to Significant Share

• The growing need for power-efficient products is one of the major factors driving the demand for the epitaxial wafer for power electronics products across all the end-user industries. Therefore, the market vendors are targeting a wide range of industries to mitigate risk and expand their customer base.
• The IGBT and MOSFET markets may continue to increase, but a part of the market is expected to go to SiC, especially when discussing modules for EV/ HEV. Moreover, the demand for power MOSFET is supported by its growing use in replacing insulated-gate, bipolar transistors, and thyristors. Additionally, the significant advantage of using power MOSFET in reinforcing the power efficiency of devices at low voltages further drives the demand for the global power MOSFET market.
• The increasing usage of power electronics in consumer devices also fuels the demand. The growing penetration of smartphones and smart devices, increasing the adoption of IoT devices, and increasing industrial usage are also developing markets for power electronics. The high demand for power electronics devices has also resulted in a shortage of 200 mm wafers in 2018 and 2019. The customer demand is falling because major customers still have vast equipment inventory. The long-term growth in the power electronics market is also driving 300 mm wafer-based production. More than seven global power electronics vendors have announced an investment in new fabrication capabilities to be in production from 2021.
• Imec and Qromis have collaborated for the developed enhancement-mode, p-GaN discrete, and IC power devices on 200 mm QST substrates, with epitaxy layers grown in Aixtron's G5+ C 200 mm MOVCD platform. Both companies have been working on device fabrication, developing GaN power devices, indiscreet and monolithically-integrated ICs forms, and 200 mm QST substrates in an advanced CMOS silicon pilot line. Imec and Qromis have collaborated with Germany-based GaN MOCVD equipment manufacturer, Aixtron on GaN-on-QST epitaxy development. Many industrial experts claim that the number of integrated circuits (IC) semiconductor fabrication plants processing 300 mm wafers worldwide are expected to grow from 15 in 2002 to 138 by 2023.

Asia Pacific is Expected to Hold Major Share

• The semiconductor wafer market is expected to ramp up 200 mm manufacturing between 2021-2022. The demand for 300 mm wafers is expected to grow by 2025; the market studied may also witness advancement and innovation. Due to their dominance in semiconductor manufacturing, Asia-Pacific is also dominating the market looked. The high market price of the SiC substrate and the growing LED demand forced many Asian manufacturers to GaN wafers. However, in 2019-2020, many Chinese LED manufacturers overproduced GaN wafers. The Metalorganic Chemical Vapour Deposition (MOCVD) market is also witnessing a significant overcapacity for GaN LED production compared to what is produced.
• The semiconductor industry of China has been showing an upward trend for the past ten years. According to China's Ministry of Industry and Information Technology, semiconductor sales by Chinese manufacturers reached USD 97.3 billion in 2018, which is around 20% of the global semiconductor revenue for the year. The country aims to produce 40% of the semiconductors it uses by 2020 and 70% by 2025.
• The Chinese government's Made in China 2025 national strategic plan has also been a significant factor in the publications' rise. The central aim of the plan is the growth of the semiconductor industry. Further, China's National Intellectual Property Administration (CNIP) 2021 budget anticipates 2 million filings per year till 2023, which is expected to drive the growth of the studied market.
• Moreover, TSMC cited its interest and finalized its plan to build an advanced 5-nanometer wafer plant in Arizona. The company's board of directors had also approved investing USD 3.5 billion in a wholly-owned foundry in Arizona. It also stated to spend a total of USD 12 billion from 2021 to 2029 to build a 12-inch wafer plant to produce chips using the advanced 5nm process.

Competitive Landscape

The Silicon Epitaxial Wafer Market is moderately competitive and consists of many significant players SweGaN, GlobalWafers Japan CO. Ltd, Siltronic AG, II-VI Incorporated, and Sumco Corporation. None of the major players currently dominate the market in terms of market share. Along with an increased focus on product innovation, the companies also engage in mergers and acquisitions to stay competitive.

• August 2022 - II-VI Incorporated has invested in a USD 100 Million Contract to Supply Tianyu with Silicon Carbide Substrates for Power Electronics to meet the requirements of Tianyu's supply with long-term customers.
• June 2022 - SK Siltron Corporation. Ltd. announced a plan to spend USD 810 million on expanding its domestic capacity by the first half of 2024, from which it plans to ramp up output.

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 Suppliers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Intensity of Competitive Rivalry
  • 4.2.5 Threat of Substitutes
• 4.3 Industry Value Chain Analysis
• 4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Miniaturization of Technology
  • 5.1.2 Rise in Demand of High Performance Lighting
• 5.2 Market Restraints
  • 5.2.1 Complexities Associated with the Design

6 MARKET SEGMENTATION

• 6.1 By Applications
  • 6.1.1 Power Electronics
  • 6.1.2 MEMS
  • 6.1.3 RF Electronics
  • 6.1.4 Photonics
• 6.2 By Geography
  • 6.2.1 China
  • 6.2.2 Taiwan
  • 6.2.3 Korea
  • 6.2.4 North America
  • 6.2.5 Europe
  • 6.2.6 Rest of the World

7 DETAILED MAPPING OF EPITAXIAL WAFER TYPE WITH PREFERRED APPLICATION

8 EPITAXIAL GROWTH APPLICATIONS AND OPPORTUNITIES

9 KEY ATTRIBUTES OF AN EPITAXIAL WAFER

10 DETAILED ANALYSIS ON OTHER TYPES

OF WAFERS (GaAS ,GaN/Substrate, InP, etc.)

11 COMPETITIVE LANDSCAPE

• 11.1 Company Profiles
  • 11.1.1 SweGaN AB
  • 11.1.2 Sumco Corporation
  • 11.1.3 GlobalWafers Japan CO. Ltd
  • 11.1.4 Siltronic AG
  • 11.1.5 MOSPEC Semiconductor Corporation
  • 11.1.6 IQE PLC
  • 11.1.7 II-VI Incorporated
  • 11.1.8 SHOWA DENKO K.K.

12 VENDOR MARKET SHARE ANALYSIS WAFER MARKET

13 INVESTMENT ANALYSIS

14 FUTURE OF THE MARKET