全球半导体前端设备市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

半导体前端设备市场预计在预测期内 (2023-2028) 的复合年增长率为 8.34%。

从空白晶圆到成品晶圆的製造称为前端半导体製造。 晶片在许多预处理过程中旋转。 由于无线技术 (5G) 和人工智能等技术转型，智能手机和汽车应用等家用电器的应用正在推动半导体行业的发展。

主要亮点

• 半导体前端设备市场的推动因素包括半导体製造设备需求增加、半导体行业增长、电动和混合动力汽车对半导体组件的需求增加以及未来 AI 驱动对 AI 芯片的需求激增工作负载和应用程序。它是驱动力。
• 随着汽车、医疗设备、智能小工具、智能家居和可穿戴设备等产品的不断发展，半导体集成无处不在。 此外，消费者对掌上电脑的需求正在推动半导体单芯片集成的趋势。 在这种情况下，支持将半导体集成到单个芯片中的半导体製造设备。
• 根据 SEMI 于 2021 年 6 月发布的一份报告，半导体製造商将在 2021 年开始建造 19 座新的大批量晶圆厂，併计划在 2022 年再建造 10 座。 晶圆厂的增加主要是由于通信、计算、医疗保健、在线服务和汽车等各种应用对芯片的需求增加。
• 亚太地区汽车半导体行业的快速扩张预计将受到电动汽车需求增加的推动。 汽车製造商必须不断创新、创造和开发自动驾驶汽车，并且已经在领先的汽车製造国家拥有许多客户。
• 半导体製造过程受到图案复杂性和功能缺陷的阻碍。 半导体製造必须使用无尘室和无尘设备。 一小块灰尘就会干扰整个製造过程，给企业造成巨大损失。 此外，由于生产问题导致交货延迟，订单可能会被取消或客户可能会更换其他供应商。
• 此外，在这种情况下，直到 2022 年上半年，汽车半导体仍将是汽车市场的製约因素，但如果没有意外停产或半导体製造出现问题，下半年供应将逐渐改善。看起来

半导体前端製程设备市场趋势

不断增长的消费电子产品需求提振了製造业前景

• 智能手机消耗的半导体最多。 消费电子 (CE) 是一个价值数十亿美元的产业，它不断发展和改进其技术，随着生活方式的改变增加新的产品线。 由于物联网，各种最终用户部门正在迅速采用创新解决方案来改善他们的运营。
• 近年来，智能手机市场竞争非常激烈。 手机的使用预计将继续增加并引领全球市场。 据爱立信称，智能手机设备的全球月度数据流量预计将从 2019 年的 32 艾字节增长到 2026 年的 221 艾字节。
• 美国政府呼吁在 2021 年提供 500 亿美元的资金来支持国内芯片製造。 台积电正在考虑向其亚利桑那州芯片厂投入比此前宣布的多数百亿美元的计划。 台积电很可能与英特尔公司和三星电子竞争美国政府的建厂补贴。
• 2021 年 3 月，英特尔承诺在亚利桑那州新建两家製造工厂（晶圆厂）。 这一消息发布之际，人们担心全球芯片短缺正在拖慢从汽车到电子等行业的发展，而且美国在半导体製造方面正在落后。 该代工厂准备生产各种芯片，包括用于移动设备的基于 ARM 技术的芯片，并且历来与英特尔支持的 x86 技术竞争。
• 由于消费者需求不断增长，联想于 2021 年 9 月宣布打算扩大其在印度的各种产品类别的製造能力，包括个人电脑、笔记本电脑和智能手机。 2022 年 3 月，Reliance 表示将投资 2.2 亿美元与在美国上市的 Sanmina Corp 成立合资企业，在亚洲国家生产电子产品。

亚太地区有望创下最快增长

• 亚太地区是全球半导体代工厂占比最高的地区，台积电、三星电子等大公司纷纷进入该地区。 台湾、韩国、日本和中国在该地区占有很大份额。
• 中国有一个非常雄心勃勃的半导体议程。 它以1500亿美元为后盾，计划发展国内集成电路产业，生产更多芯片。 包括香港、中国大陆和台湾在内的大中华区是一个地缘政治热点。 美中贸易战加剧了所有主要工艺技术所在地区的紧张局势，迫使许多中国公司投资半导体代工厂。
• 过去几年，印度在全球电子系统製造业中所占份额显着增长。 技术转型，例如 5G 网络和物联网的部署，正在加速电子产品的采用。 “数字印度”和“智慧城市”计划等举措推动了电子行业对物联网的需求，开创了电子产品的新时代。
• 根据印度政府国家投资促进和促进局的公告，到 2014 财年，印度的电子市场预计将达到 3000 亿美元。 分析认为，这将是半导体行业的一大商机。

半导体前端设备市场竞争分析

半导体前端设备市场已经成熟，只有少数主要参与者负责大部分收入、利润和增长。 在这个行业中竞争所需的高研发投资和资本支出增加了公司的专业化程度。 主要参与者包括 Applied Materials Inc.、ASML Holding Semiconductor Company 和 KLA Corporation。 主要进展如下。

• 2021 年 8 月 - Lam Research Corporation 宣布在马来西亚峇都加湾开设其最大的工厂，以扩大其全球製造能力。 新的製造基地将使 Lam 能够与该地区的主要客户和供应链合作伙伴密切合作，同时提高其製造网络的弹性，以支持随着半导体技术需求的增长而增长。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 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章研究方法论

第 3 章执行摘要

第 4 章市场洞察

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

第 5 章市场动态

• 市场驱动力
  • 对消费电子产品的需求不断增长，改善了製造业前景
  • 人工智能、物联网和互联设备的行业分布情况
• 市场製约因素
  • 技术的动态特性要求对製造设备进行一些更改

第 6 章市场细分

• 按类型
  • 光刻设备
  • 蚀刻设备
  • 其他设备类型
• 按最终用户行业
  • 半导体製造厂
  • 半导体电子製造
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第7章竞争格局

• 公司简介
  • Applied Materials Inc.
  • ASML Holding Semiconductor Company
  • Tokyo Electron Limited
  • Lam Research Corporation
  • KLA Corporation
  • Taiwan Semiconductor Manufacturing Company
  • Advantest Corporation
  • Teradyne Inc.
  • Hitachi High-Technologies Corporation

第8章 投资分析

第9章 今后动向

The semiconductor front-end equipment market is expected to register a CAGR of 8.34% during the forecast period (2023 - 2028). The manufacture of a blank wafer to a completed wafer is referred to as front-end semiconductor manufacturing. The wafer is spun in many front-end processes. Smartphones and other applications spanning consumer electronics, automotive applications, and other industries are driving the semiconductor industry, as these industries have been driven by technology transitions such as wireless technologies (5G) and artificial intelligence.

Key Highlights

• The semiconductor front-end manufacturing equipment market is driven by rising demand for semiconductor fabrication facilities, a growing semiconductor industry, rising demand for semiconductor parts in electric and hybrid vehicles, and surging demand for AI chips driven by future AI-driven workloads and applications.
• Due to the constant advancements in products such as vehicles, medical devices, smart gadgets, smart homes, and wearables, semiconductor integration has become a prevalent factor. Furthermore, the trend of combining semiconductors on a single chip is growing due to consumer demand for handheld computers. In such a circumstance, semiconductor manufacturing equipment is gaining traction because it allows semiconductors to be assembled on a single chip.
• According to a report released by SEMI in June 2021, semiconductor manufacturers began construction on 19 new high-volume fabs in 2021, with another ten fabs planned for 2022. The increase in fabs is primarily due to the rising demand for chips in various applications, including communications, computing, healthcare, online services, and automotive.
• The rapid expansion of the APAC automotive semiconductor industry is expected to be fueled by the rising demand for electric vehicles. Automobile manufacturers must continue to innovate, create, and develop self-driving cars, which have already attracted many customers in key automotive manufacturing countries.
• The semiconductor manufacturing process is hampered by the complexity of patterns and functional defects. The production of semiconductors mandates using a clean room and clean equipment. Small dust particles can obstruct the complete manufacturing process, costing the company a huge sum. Order cancellations and customers switching to other suppliers occur due to the delivery delay caused by production problems.
• Further, due to the covid scenario, Automotive semiconductors will continue to be a limiting constraint on the automotive market through the first half of 2022, but barring any unforeseen shutdowns or semiconductor manufacturing issues, supply should gradually improve through the second half of the year.

Semiconductor Front-End Equipment Market Trends

Increasing Needs of Consumer Electronic Devices Boosting the Manufacturing Prospects

• The smartphone is the largest consumer of semiconductors. Consumer electronics (CE) is a multi-billion-dollar industry constantly evolving and improving with technology, adding new product lines to meet changing lifestyles. Various end-user sectors rapidly adopt innovative solutions to improve their operations due to the Internet of Things.
• In recent years, the smartphone market has been extremely competitive. Mobile phone usage is expected to grow, propelling the market worldwide. According to Ericsson, global monthly data traffic from smartphone devices is expected to increase to 221 exabytes by 2026, up from 32 exabytes in 2019.
• In 2021, the United States government called for USD 50 billion in funding to support domestic chip manufacturing. TSMC is weighing plans to pump tens of billions of dollars more into the chip factories in the US state of Arizona than it had previously disclosed. TSMC will likely compete against Intel Corp and Samsung Electronics Co Ltd for subsidies from the US government in building the plants.
• In March 2021, Intel committed to Arizona's two more new fabrication plants, or fabs. The news comes during a global chip shortage that is snarling industries from automobiles to electronics and worries the United States is falling behind in semiconductor manufacturing. The foundry is poised to manufacture a range of chips, including chips based on ARM technology, which are used in mobile devices, and has historically competed with Intel's favored x86 technology.
• Due to increased consumer demand, Lenovo announced intentions to expand manufacturing capabilities in India across different product categories, including PCs, laptops, and smartphones, in September 2021. Reliance stated in March 2022 that it would invest USD 220 million in a joint venture with Sanmina Corp, a publicly traded corporation in the United States, to manufacture electronic products in Asian countries.

Asia Pacific is Expected to Register the Fastest Growth Rate

• Asia-Pacific region has the most prominent share of semiconductor foundries globally, with major companies such as TSMC, Samsung Electronics, etc. Taiwan, South Korea, Japan, and China have a significant market share in the region.
• China has a very ambitious semiconductor agenda. Backed by USD 150 billion in funding, the country is developing its domestic IC industry and plans to make more of its chips. Greater China, which encompasses Hong Kong, China, and Taiwan, is a geopolitical hotspot. The US-China trade war is compounding tensions in an area where all the leading process technology is located, forcing many Chinese companies to invest in their semiconductor foundries.
• India's share of the global electronic systems manufacturing industry has recently increased significantly in recent years. Transitions in technology, such as the deployment of 5G networks and the Internet of Things, are accelerating the adoption of electronic items. Initiatives like the 'Digital India' and 'Smart City' programs have boosted demand for IoT in the electronics devices industry, ushering in a new era for electronic gadgets.
• As stated by the National Investment Promotion and Facilitation Agency of the Government of India, the Domestic electronic devices market in India to reach USD 300 Billion by FY26. This is analyzed to create significant opportunities for the semiconductor industry.

Semiconductor Front-End Equipment Market Competitor Analysis

The market for semiconductor front-end equipment is mature, with a limited number of significant players responsible for the majority of revenue, profit, and growth. The substantial research and development investments and capital expenditures required to compete in the industry drive firm specialization. Some major players are Applied Materials Inc., ASML Holding Semiconductor Company, and KLA Corporation. Key developments are -

• August 2021 - Lam Research Corporation announced the expansion of its global manufacturing capacity by opening the company's largest facility in Batu Kawan, Malaysia. This new manufacturing site will allow Lam to work closely with key customers and supply chain partners in the region while fortifying the resiliency of the company's manufacturing network and supporting growth amid rising demand for semiconductor technology.

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 Definitions
• 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 Buyers/Consumers
  • 4.2.2 Bargaining Power of Suppliers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of the Impact of COVID -19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Needs of Consumer Electronic Devices Boosting the Manufacturing Prospects
  • 5.1.2 Proliferation of Artificial Intelligence, IoT, and Connected Devices across Industry Verticals
• 5.2 Market Restraints
  • 5.2.1 Dynamic Nature of Technologies Requires Several Changes in Manufacturing Equipment

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Lithography Equipment
  • 6.1.2 Etching Equipment
  • 6.1.3 Other Equipment Types
• 6.2 By End-User Industry
  • 6.2.1 Semiconductor Fabrication Plant
  • 6.2.2 Semiconductor Electronics Manufacturing
• 6.3 Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Applied Materials Inc.
  • 7.1.2 ASML Holding Semiconductor Company
  • 7.1.3 Tokyo Electron Limited
  • 7.1.4 Lam Research Corporation
  • 7.1.5 KLA Corporation
  • 7.1.6 Taiwan Semiconductor Manufacturing Company
  • 7.1.7 Advantest Corporation
  • 7.1.8 Teradyne Inc.
  • 7.1.9 Hitachi High -Technologies Corporation

8 INVESTMENTS ANALYSIS

9 FUTURE TRENDS