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市场调查报告书
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1138042

等离子蚀刻设备市场 - COVID-19 的增长、趋势、影响和预测(2022-2027 年)

Plasma Etching Equipment Market - Growth, Trends, and Forecasts (2022 - 2027)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

等离子蚀刻设备市场预计在预测期内的复合年增长率为 7.8%。

对等离子蚀刻设备的需求可能受到蚀刻技术和相关设备日益重要的推动,以实现更小的尺寸,因为在预测期内使用蚀刻工艺。等离子蚀刻可以进行多种修改,以满足微电子行业对小型化的严格工艺要求。

主要亮点

  • 等离子蚀刻是一种复杂且用途广泛的技术,可用于製造各种设备。目前,半导体製造商正在从传统的湿法蚀刻转向等离子蚀刻系统,因为它们的化学消耗量低,适合自动化和晶圆製造。随着对紧凑、节能和高性能电子设备的需求增加,对半导体集成电路 (IC) 小型化的需求也在不断增长。为了使IC小型化,需要经过精细形状的先进电路形成工艺,并且需要精确的图案转移。
  • 等离子蚀刻广泛用于半导体和微机电系统行业。例如,在印刷电路板 (PCB) 製造中,各向同性蚀刻用于在加工后或电镀前对电路进行等离子清洗。各向异性蚀刻也用于在晶片上形成电路图案。这种各向异性等离子蚀刻是高能量的,被称为反应离子蚀刻(RIE)。
  • 此外,物联网应用的大规模技术升级为世界各地的各种消费者提供技术先进的智能设备,也将加速对先进半导体的需求并推动市场向前发展。预计将对的增长随着物联网应用的增长,智能设备的数量不断增加,半导体的小型化不断推进,对等离子刻蚀的需求增加。
  • 无线技术 (5G) 和人工智能等技术进步对智能手机等需要半导体 IC 的应用趋势产生了重大影响。这是推动整体需求的一个因素。此外,预计物联网 (IoT) 设备的兴起将迫使半导体行业投资该设备以实现智能产品。 SEMI Silicon Manufacturers Group (SMG) 公布硅晶圆行业季度回顾显示,2021 年第三季度全球硅晶圆出货量增长 3.3% 至 36.49 亿平方英寸,刷新行业记录我做到了2021年第三季度硅片出货量同比增长16.4%至31.35亿平方英寸。
  • 但是,这种设备通常比湿法化学蚀刻设备更昂贵。此外,由于湿法化学蚀刻会快速消耗抗蚀剂,因此该系统提供的选择性低于湿法化学蚀刻系统。这些是阻碍市场增长的一些主要因素。
  • 由于 COVID-19 大流行,全球大部分地区的半导体设备行业持续停工,一些产品的生产停产。在这种情况下,由于全球供需紧张,半导体製造设备行业对家用电器的需求有所下降。此外,全球汽车需求下降和出口下降对半导体市场产生负面影响,导致对半导体製造设备的需求放缓。然而,随着工业活动恢復到大流行前的水平,预计需求将逐渐获得牵引力。

主要市场趋势

消费电子行业推动需求

  • 电气和电子行业包括航空航天产品、灯具和照明设备,如发光二极管、电视、家用电器、电子医疗设备、微电子元件、家用电器如汽车软件和车载诊断设备 (OBD ). 、车载触控面板、摄像头、导航系统和其他电气和电子元件。另一个推动半导体行业增长的重要因素是消费电子行业的扩张。
  • COVID-19 大流行迫使世界各地的人们在家工作、学习和度过閒暇时光,从而增加了对家用电器的需求。然而,由于全球芯片短缺和供应链瓶颈,许多电子设备仍然供不应求。与上一年相比,2020年全球电子电气行业没有增长。预计 2021 年将实现增长,并且随着与 COVID-19 相关的担忧得到更好的解决,该行业预计将在 2022 年实现增长。根据德国电气和数字行业协会 ZVEI 的数据,预计 2021-2022 年,该行业在全球范围内将增长 6%。
  • 在印度等新兴国家,自 2013 年以来,数据费用已降低 95%,导致智能手机用户数量惊人地增长。根据 ASSOCHAM 的数据,印度的智能手机用户预计将从 2017 年的 4.68 亿翻一番,到 2022 年达到约 8.59 亿,复合年增长率为 12.9%。智能手机渗透率的大幅增长预计将在智能手机行业创造对半导体的需求。此外,根据印度品牌资产基金会的数据,到 2025 年,印度的消费电子和消费电子产业预计将翻一番,达到 211.8 亿美元。
  • 世界各地的政府都在增加投资并提供支持性法规以满足他们自己的一些需求,从而为研究目标市场的增长创造了良好的市场情景。
  • 此外,消费电子行业不断增长的需求也在推动半导体製造商扩大生产设施。例如,2021 年 10 月,台积电 (TSMC) 宣布计划在日本建立新的半专业化工厂,以满足当地客户的需求。该晶圆厂预计将于 2024 年下半年投入使用,成为日本最先进的逻辑晶圆厂。这种扩张将为所研究的市场创造增长机会。

亚太地区有望实现显着增长

  • 亚太地区是等离子蚀刻设备的主要市场之一。其主要原因是大型半导体製造商的存在、许多终端用户行业对先进技术的需求不断增长、消费电子行业的高速增长以及政府对该地区半导体行业的支持政策。
  • 此外,对智能和便携式设备的需求不断增长,预计将推动对小型集成电路 (IC) 的需求,从而在预测期内迅速推动对等离子蚀刻设备市场的需求。据 GSMA 称,中国是世界上唯一移动用户率最高的国家之一。 2020年为12.2亿,预计2026年将达到12.6亿,约占总人口的85%。
  • 该地区的许多政府都支持半导体行业。例如,中国不断出台政策支持半导体产业本土化。 《中国製造2025》为半导体设备生产的本地化提供了清晰的路线图。据 SEMI 报导,近年来,中国许多新的 12 英寸晶圆厂项目已经宣布、开工或处于加速阶段,包括厦门联电、南京台积电、合肥 PSC、成都格芯、还有武汉和南京的长江存储,据说在
  • 同样,在政府宣布多项 PLI 计划后,多家半导体製造商纷纷加大投资,在印度设立製造工厂。例如,2022 年 8 月,泰米尔纳德邦的半导体芯片製造商 Polymatech 宣布投资 10 亿美元扩大其製造设施。

竞争格局

等离子蚀刻设备市场竞争激烈。随着现有参与者进入市场,供应商之间的竞争非常激烈,预计将继续增长。主要参与者包括应用材料、Lam Research 和东京电子。

  • 2022 年 3 月- 蚀刻、沉积和表面处理加工设备製造商 Samco 宣布推出新的等离子蚀刻集群工具“Cluster H”。 Cluster H将充分利用尖端等离子技术,生产SiC/GaN功率器件、高频滤波器、GaAs VCSEL、CMOS图像传感器、micro OLED/LED等化合物半导体器件,先进封装等我能做到。
  • 2022 年 3 月 - 干法蚀刻设备製造商 APTC 宣布正在开发 300 毫米氧化膜蚀刻设备,将在 2023 年演示文本中提供。 APTC 首先提供了一种使用等离子源蚀刻多晶硅的蚀刻系统。有了这个,公司将专注于进一步扩大其在干法蚀刻设备市场的影响力。

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
  • 工业价值链分析
  • 工业吸引力 - 波特五力分析
    • 新进入者的威胁
    • 买家的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • COVID-19 对市场的影响

第 5 章市场动态

  • 市场促进因素
    • 半导体行业的增长
    • 对小型节能电子设备的需求不断增加
  • 市场抑制因素
    • 电路结构小型化带来的复杂性

第 6 章市场细分

  • 按类型
    • 反应离子蚀刻 (RIE)
    • 电感耦合等离子体蚀刻 (ICP)
    • 深反应离子蚀刻 (DRIE)
    • 其他类型
  • 按应用
    • 工业用途
    • 医疗
    • 消费类电子产品
    • 其他用途
  • 按地区
    • 北美
    • 欧洲
    • 亚太地区
    • 世界其他地区

第 7 章竞争格局

  • 公司简介
    • SPTS Technologies(KLA company)
    • Applied Materials Inc.
    • Lam Research Corporation
    • Oxford Instruments PLC
    • Tokyo Electron Limited
    • Plasma Etch Inc.
    • Plasma-Therm LLC
    • Thierry Corporation
    • Samco Inc.
    • Advanced Micro-Fabrication Equipment Inc.
    • Sentech Instruments GmbH
    • GigaLane Co. Ltd

第 8 章投资分析

第 9 章市场展望

简介目录
Product Code: 67027

The Plasma Etching Equipment Market is expected to register a CAGR of 7.8% over the forecast period. The demand for plasma etching equipment is expected to be driven by the increasing importance of etching technology and related equipment with the use of etching processes to achieve even smaller dimensions over the forecast period. Plasma etching has enabled various modifications to address stringent process demands for miniaturization in the microelectronics industry.

Key Highlights

  • Plasma etching is a sophisticated, versatile technology that creates a wide range of devices. Today, semiconductor manufacturers are switching to the plasma etch system from traditional wet etching, as it consumes fewer chemicals and is more suitable for automation and single wafer manufacturing. Increasing demand for compact, energy-efficient electronic devices having improved performance is boosting the need for developing miniature semiconductor integrated circuits (ICs). For miniaturizing IC, the course has to undergo an advanced circuit fabrication process with small geometries and thus requires precise pattern transfer.
  • Plasma etching is used extensively in the semiconductor and microelectromechanical systems industries. For instance, in manufacturing printed circuit boards (PCBs), isotropic etching is used to plasma clean circuits after machining and before electroplating. Anisotropic etching is used to form circuit patterns in wafers. This anisotropic plasma etching is highly energetic and called reactive ion etching (RIE).
  • Moreover, massive technological upgradation taking place in the IoT application to offer technologically advanced intelligent devices to different consumers across the globe is also predicted to accelerate the demand for advanced semiconductors, thereby positively affecting the market's growth. With the growth in IoT applications, smart devices are increasing, giving rise to miniature semiconductors, thus raising the demand for plasma etching.
  • Smartphones and other applications that require semiconductor ICs are other factors driving the overall demand for plasma etching in consumer electronics, automotive, and other industries, as technology advancements like wireless technologies (5G) and artificial intelligence have significantly impacted the trend of these sectors. Also, the increasing number of Internet of Things (IoT) devices is expected to force the semiconductor industry to invest in this equipment to attain intelligent products. The SEMI Silicon Manufacturers Group (SMG) revealed in its quarterly review of the silicon wafer industry that worldwide silicon wafer shipments grew 3.3% to 3,649 million square inches in the third quarter of 2021, which was a new industry high. Shipments of silicon wafers in the third quarter of 2021 increased by 16.4% over the same quarter the previous year, to 3,135 million square inches.
  • However, this equipment is often costlier than wet-chemical etching equipment. Also, due to faster consumption of resists due to wet chemical etching, the selectivity offered by this equipment is reduced compared to wet-chemical etching equipment. These are some of the primary factors challenging the growth of the market.
  • The COVID-19 pandemic halted the manufacturing of several items in the semiconductor production equipment industry, owing to continued lockdown in most regions across the world. Lockdown measures reduced demand for consumer electronic gadgets, which had a global impact on the semiconductor sector. The continued decline in worldwide demand and export shipments for automobiles provided a negative impact on the semiconductor market, which is currently slowing the demand for semiconductor manufacturing equipment. However, the demand is expected to gain traction gradually with the industrial activities returning back to the pre-pandemic level.

Key Market Trends

Consumer Electronics Segment to Drive the Demand

  • The electrical and electronics industry includes a wide range of products, including aerospace products, lamps and light fixtures, including light-emitting diodes, consumer electronics, such as television sets, electrical household appliances, electronic medical equipment, microelectronic components, and automotive software, and electrical and electronic components, like on-board diagnostics (OBD), in-car touch screens, cameras, and navigation systems. Another key factor driving the semiconductor industry's growth is the expanding consumer electronics sector.
  • People worldwide were forced to work, learn, and spend their free time at home due to the COVID-19 pandemic, which increased the demand for consumer electronics. Many electrical devices, however, are still in low supply due to a global lack of chips and supply chain bottlenecks. Compared to the previous year, the global electrical and electronics sector did not grow in 2020. The industry was predicted to grow in 2021 and is expected to grow in 2022, as the concerns linked to COVID-19 are being increasingly addressed. According to ZVEI, a German association of the electrical and digital sector, the industry was predicted to grow by 6% globally between 2021 and 2022.
  • Emerging economies, such as India, have witnessed a reduction in data costs by 95% since 2013, resulting in tremendous growth in smartphone users. According to ASSOCHAM, smartphone users in India were expected to double from 468 million users in 2017 to approximately 859 million by 2022, at a CAGR of 12.9%.​ Such significant volume growth in smartphone adoption is expected to create a demand for semiconductors in the smartphone industry. Moreover, the appliances and consumer electronics industry is expected to double, to reach USD 21.18 billion by 2025, in India, according to the Indian Brand Equity Foundation.
  • Increasing investment and supportive regulations being framed by governments worldwide to meet some portion of their local demand are creating a good market scenario for the studied market growth.
  • Furthermore, the growing demand from the consumer electronics industry is also encouraging semiconductor manufacturers to expand their production facilities. For instance, in October 2021, Taiwan Semiconductor Manufacturing Company Ltd (TSMC) announced its plans to build a new semi-specialist factory in Japan to meet the needs of local customers. The factory will be the most advanced logic factory in Japan when it operates in the second half of 2024. Such expansions will create opportunities for the studied market to grow.

Asia-Pacific is Expected to Witness Significant Growth

  • Asia-Pacific is one of the prominent markets for plasma etching equipment, primarily attributed to the presence of some of the leading semiconductor manufacturers, growing demand for advanced technologies across numerous end-user industries, high consumer electronics industry growth, and supporting government policies for the semiconductor industry in the region.
  • Growing demand for smart and portable devices is also anticipated to boost the demand for miniature integrated circuits (ICs), which is expected to rapidly fuel the need for the plasma etching equipment market over the forecast period. According to GSMA, China's unique mobile subscriber rate is among the highest in the world. While it was 1.22 billion in 2020, it is estimated to reach 1.26 billion in 2026, approximately 85% of the total population.
  • The governments in many countries across the region are supporting the semiconductor industry. For instance, China has continuously introduced policies to support the localization of the semiconductor industry. The "Made in China 2025" initiative has provided a clear roadmap for the localization of semiconductor equipment production. According to SEMI, in recent years, many new 12-inch fab projects have been announced, started construction, or are in the ramp-up stage in China, including UMC in Xiamen, TSMC in Nanjing, PSC in Hefei, GLOBALFOUNDRIES in Chengdu, as well as YMTC in Wuhan and Nanjing.
  • Similarly, several semiconductor manufacturing companies are increasing their investment to establish manufacturing facilities in India after the government announced several PLI schemes. For instance, in August 2022, Polymatech, a Tamil Nadu based semiconductor chip manufacturer, announced an investment worth USD 1 billion to expand its manufacturing facilities.

Competitive Landscape

The plasma etching equipment market is competitive. There is enormous competition among the vendors owing to the intense market penetration of some existing players in the market expected to grow further. Some major players include Applied Materials Inc., Lam Research Corporation, and Tokyo Electron Ltd., among others.

  • March 2022 - Samco, an etching, deposition, and surface treatment processing equipment manufacturer, introduced the new plasma etching cluster tool "Cluster H." By leveraging its cutting-edge plasma technology, Cluster H provides the full-scale production capabilities for compound semiconductor devices such as SiC/GaN power devices, high-frequency filters, GaAs VCSELs, CMOS image sensors, micro-OLED/LED, and advanced packaging.
  • March 2022 - APTC, a dry etching equipment maker, announced that it is developing a 300mm oxide etching equipment to offer for a demo text in 2023. APTC offered etching equipment that uses a plasma source to etch polysilicon first. With this, the company focuses on further expanding its presence in the dry etching equipment market.

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 Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growth of the Semiconductor Industry
    • 5.1.2 Rising Demand for Compact and Energy Efficient Electronic Devices
  • 5.2 Market Restraints
    • 5.2.1 Growing Complexities Related to Miniaturized Structures of Circuits

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Reactive Ion Etching (RIE)
    • 6.1.2 Inductively Coupled Plasma Etching (ICP)
    • 6.1.3 Deep Reactive Ion Etching (DRIE)
    • 6.1.4 Other Types
  • 6.2 By Application
    • 6.2.1 Industrial Applications
    • 6.2.2 Medical Applications
    • 6.2.3 Consumer Electronics
    • 6.2.4 Other Applications
  • 6.3 Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia Pacific
    • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 SPTS Technologies (KLA company)
    • 7.1.2 Applied Materials Inc.
    • 7.1.3 Lam Research Corporation
    • 7.1.4 Oxford Instruments PLC
    • 7.1.5 Tokyo Electron Limited
    • 7.1.6 Plasma Etch Inc.
    • 7.1.7 Plasma-Therm LLC
    • 7.1.8 Thierry Corporation
    • 7.1.9 Samco Inc.
    • 7.1.10 Advanced Micro-Fabrication Equipment Inc.
    • 7.1.11 Sentech Instruments GmbH
    • 7.1.12 GigaLane Co. Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET