半导体雷射设备市场——增长、趋势、COVID-19 的影响、预测 (2023-2028)

半导体雷射设备市场预计在预测期内以约 5.6% 的复合年增长率增长。

机床、微电子、汽车和工业等最终用途行业对半导体的需求不断增长，预计将推动半导体雷射设备市场的发展。

主要亮点

• 半导体製造过程中有多种雷射应用。 一些雷射技术开始被纳入主要的半导体操作，如雷射切割、焊接、键合、钻孔、剥离、标记、图案化、计量和沈积。 它们用于製造半导体器件、模块化高容量互连印刷电路板，特别是用于集成电路 (IC) 的封装。
• 应用因半导体类型而异。 雷射在製造过程中被广泛用于标记晶圆，以表明它们适用于哪种应用。 此外，雷射不仅会刮擦晶圆表面，还会重新排列表面的颗粒，以创建浅而易读的标记。
• 半导体雷射器应用于工业、通信、军事等各个领域，在现代社会中的重要性与日俱增。 此外，新用例的出现正在推动对所研究市场的进一步投资。 例如，2022 年 2 月，美国国防高级研究计划局 (DARPA) 提交了一份关于可扩展的高能雷射 (HEL) 技术的提案，以开发雷射战系统的新时代。 计划为期五年、耗资 6000 万美元的模块化高效雷射技术 (MELT) 项目将消除所有当前的技术发展。 它还计划利用最先进的半导体製造工艺、相干光束组合、光子集成、三维 (3D) 连接和封装。 预计此类投资将增加半导体需求，并促进军事和国防应用的市场发展。
• 对半导体芯片不断增长的需求也在推动全球对製造设备的投资，为预测期内研究的市场增长创造了有利的市场环境。 例如，根据SEMI（国际半导体设备与材料），预计2021年韩国在半导体设备上的支出将达到249.8亿美元，中国台湾将达到249.4亿美元，中国将达到296.2亿美元。
• 然而，高初始投资、复杂的程序、技术知识、技能等是预计在预测期内限制半导体雷射设备市场增长的主要因素。
• COVID-19 大流行在多个国家实施了广泛的封锁，严重扰乱了半导体行业的供应链，导致对相关设备的需求放缓，并严重影响了研究市场的增长。我是。 然而，伴随疫情而来的数字技术的普及预计在后 COVID 时期也将增长，推动对半导体芯片的需求，促使芯片製造商投资雷射等设备以加快生产，释放研究市场机会。我认为它会创造。

半导体雷射设备市场趋势

对半导体芯片的需求增加以支持市场增长

• 各个最终用户领域对半导体芯片的需求不断增加，这为半导体雷射设备市场的增长创造了有利的市场环境。 例如，根据 IEEE，汽车领域对半导体的需求不断增加。 这是由于先进技术的重大进步，如车对车通信、高级驾驶员辅助系统 (ADAS) 和电动汽车的电源管理，如导航、仪表板摄像头、智能钥匙和备受期待的图像处理器。
• 根据中国汽车工业协会 (CAAM) 的数据，2021 年中国生产的汽车总数约为 2610 万辆。 此外，预计汽车行业将在 2022 年稳步增长。 例如，2022年9月，全国汽车销量约为260万辆。 汽车行业的增长预计将增加对汽车半导体芯片的需求，推动对半导体雷射器等半导体设备的投资。
• 此外，随着对智能和多功能设备的需求不断增加，消费电子行业的增长预计也将在预测期内推动对半导体芯片的需求。 这种需求增长正在推动供应商扩大业务并投资新的製造设施。 例如，2022 年 7 月，三星透露计划投资 5 亿美元扩大墨西哥两家工厂的消费电子产品製造。 预计此类投资将推动对半导体芯片的需求并促进市场增长。
• 随着对半导体芯片的需求增加，製造商正在增加对新芯片製造设施和设备的投资，为所研究的市场创造了有利的市场前景。 例如，根据 SEMI 的数据，半导体製造设备的支出从 2018 年的 644.2 亿美元增加到 2021 年的 1026.4 亿美元。

预计亚太地区在预测期内将显着增长

• 预计亚太地区在预测期内将实现显着增长，政府支出和举措的增加以及该地区的高生产力和工业化将增加对半导体的需求。 此外，印度、中国、日本、韩国和台湾等国家的电信行业正在经历强劲增长，主要智能手机製造商在该地区的存在意味着未来几年该地区存在增长机会。预计出生。
• 大型公司增加投资以及政府增加对最终用途应用的承诺预计将在未来几年推动产品需求。 例如，京瓷计划在截至 2022 年 12 月的三年内将其在半导体製造和其他行业的投资翻一番。 在截至 2026 年 3 月的三年中，资本投资、研究和技术的总支出预计将达到 1.3 万亿日元（97.8 亿美元）。
• 同样，2021 年 11 月，日本政府宣布计划将其 2021 财年追加预算中的 6000 亿日元（45 亿美元）用于先进半导体製造。 2021 年，日本政府批准了一项 3.38 亿美元的芯片研究项目，该项目将允许台积电开发新的芯片技术。 由于各国目前面临芯片短缺和对未来国内供应的担忧，该公司与英特尔和三星等竞争对手正在利用慷慨的国家补贴。 未来几年，由于半导体製造方法的变化，半导体雷射设备的市场有望扩大。
• 此外，亚太地区还有台积电、中芯国际、SK海力士等主要半导体芯片厂商。 这些供应商在半导体製造设备上投入大量资金，以扩充现有晶圆厂并开拓新市场。 这为亚太地区研究市场的增长创造了有利的市场条件。

半导体雷射设备市场竞争者分析

半导体雷射设备市场与众多公司竞争适中，例如 Hamamatsu Photonics K.K.、Applied Materials K.K.、Disco Inc.、Delphi Laser K.K. 和 Sumitomo Heavy Industries, Ltd.。 这些参与者不断采取产品发布、产品开发、合作伙伴关係和协作等策略，以增加其全球份额并扩大其市场占有率。

2022 年 11 月，法国 LP3 研究所的研究人员开发了一种基于光的技术，该技术支持半导体芯片三维空间中任何位置的局部材料处理。 该技术促成的雷射直写开闢了利用地下空间实现更高集成度和附加功能的可能性。

2022 年 9 月，Ushio 宣布推出新的 405nm、600mW (CW) 雷射二极管“HL40173MG”和“HL40175MG”，其使用寿命约为传统产品的两倍。 随着智能手机的小型化和高性能化，将高清电路设计曝光到基板上的无掩模（直写）曝光设备对光源的需求急剧增加。 对 405nm 雷射二极管的需求也越来越大，它经常被用作生物医学、计量学和 3D 打印等行业的光源，并且需要进一步提高稳定性和使用寿命。

其他好处

• 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章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业竞争力 - 波特的五力分析
  • 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
• 工业价值链分析
• 评估 COVID-19 对行业的影响

第 5 章市场动态

• 市场驱动力
  • 终端行业对半导体芯片的需求不断增长
• 市场製约因素
  • 安装和维护成本高

第 6 章市场细分

• 按流程
  • 雷射晶圆切割
  • 雷射键合/剥离
    • 临时粘贴/临时剥离
    • 雷射剥离
    • 雷射诱导正向转移
  • 雷射退火
  • 雷射晶圆打标
• 区域信息
  • 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
  • Hamamatsu Photonics K.K
  • Applied Materials
  • DISCO Corporation
  • Delphi Laser
  • Sumitomo Heavy Industries, Ltd.
  • Coherent
  • FitTech
  • Corning
  • IPG Photonics
  • Hanmi Semiconductor

第8章 投资分析

第9章 市场将来展望

The semiconductor laser equipment market is expected to register an approximate CAGR of 5.6% throughout the forecast period. Increasing demand for semiconductors from end-use sectors such as machine tools, microelectronics, automotive, and industrial is expected to drive the semiconductor laser equipment market.

Key Highlights

• The semiconductor manufacturing process has a wide range of laser applications. Several laser technologies have begun integrating into main semiconductor operations, such as laser cutting, welding, bonding, drilling, debonding, marking, patterning, measuring, and deposition. These are utilized in fabricating semiconductor devices, modular and high-capacity interconnect printed circuit boards, and especially in packaging integrated circuits (ICs).
• as different semiconductors have different applications. Lasers are widely used during the manufacturing process for marking the wafers, indicating which item is suitable for which application. Furthermore, lasers not only cut into a wafer's surface but also re-arrange the surface particles, creating marks that are easily readable despite being minutely shallow.
• Semiconductor lasers have become more important in modern life, with several uses in industry, communication, and the military. Furthermore, the emergence of new use cases is driving further investments in the studied market. For instance, in February 2022, the Defense Advanced Research Projects Agency (DARPA) submitted proposals for scalable, high-energy laser (HEL) technologies to develop a novel era of laser combat systems. The planned five-year, USD 60 million Modular Efficient Laser Technology (MELT) effort removes all current technology development. It also plans to leverage cutting-edge semiconductor manufacturing processes, coherent beam combining, photonic integration, and three-dimensional (3D) connectivity and packaging. Such investments are expected to increase semiconductor demand across military and defense applications, contributing to market development.
• Increasing demand for semiconductor chips is also driving investments in manufacturing equipment worldwide, which in turn is creating a favorable market scenario for the growth of the studied market during the forecast period. For instance, according to Semiconductor Equipment and Materials International (SEMI), the spending on semiconductor equipment in South Korea amounted to USD 24.98 billion, in Taiwan, to USD 24.94 billion, and in China, to USD 29.62 billion in 2021.
• However, high initial investment, complex procedures, technical knowledge, and skills are among the major factors expected to restrain the semiconductor laser equipment market's growth over the forecast period.
• The COVID-19 pandemic had a notable impact on the growth of the studied market as the widespread lockdown imposed across various countries significantly disrupted the semiconductor industry's supply chain, resulting in a slowdown in demand for related equipment. However, the pandemic-led growth in the adoption of digital technologies was expected to grow in the post-COVID period as well, driving the demand for semiconductor chips, which in turn will encourage the chip manufacturers to invest in equipment such as lasers to drive production, creating opportunities in the studied market.

Semiconductor Laser Equipment Market Trends

Increasing Demand for Semiconductor Chips To Support The Market Growth

• The rising demand for semiconductor chips throughout various end-user sectors creates a favorable market setting for the semiconductor laser equipment market's growth. For example, according to IEEE, semiconductor demand in the automotive sector has been continuous, owing to a significant improvement in cutting-edge technologies such as vehicle-to-everything communication, advanced driver-assistance systems (ADAS), and power management in electric cars, including navigation, dashboard cameras, smart keys, as well as a highly anticipated image processor.
• According to the China Association of Automobile Manufacturers (CAAM), the total number of automobiles manufactured in China in 2021 was around 26.1 million. Furthermore, the automobile sector is expected to increase steadily in 2022. For example, in September 2022, the country sold around 2.6 million automobiles. The growth in the automobile sector is expected to increase demand for automotive-grade semiconductor chips, driving investments in semiconductor equipment such as semiconductor lasers.
• Growth in the consumer electronics industry is also expected to contribute to the demand for semiconductor chips over the forecast period as a result of the increasing demand for smart and multifunctional devices. This demand growth is encouraging vendors to expand their operations and invest in new manufacturing facilities. For instance, in July 2022, Samsung revealed plans to invest USD 500 million to increase the manufacture of household appliances at its two plants in Mexico. Such investments are expected to propel semiconductor chip demand, contributing to the market's growth.
• Driven by an increasing demand for semiconductor chips, manufacturers are increasing their investments in new chip manufacturing facilities and equipment, creating a favorable market scenario for the studied market. For instance, according to SEMI, semiconductor manufacturing equipment spending increased from USD 64.42 billion in 2018 to USD 102.64 billion in 2021.

Asia Pacific is Expected to Grow Significantly Over the Forecast Period

• Asia-Pacific is expected to grow considerably throughout the forecast period due to increased government expenditures and efforts coupled with the region's high production and industrialization, increasing the demand for semiconductors. Also, strong growth in the communications sector in countries like India, China, Japan, Korea, and Taiwan, among others, and the presence of major smartphone manufacturers across the region are expected to create growth opportunities in the region over the next few years.
• Increasing investments by major players and rising government initiatives in end-uses are expected to boost product demand over the coming years. For example, Kyocera plans to spend twice as much on semiconductor manufacturing and other industries as it did in the three years before December 2022. This will bring total spending on capital expenditures, research and technology to JPY 1.3 trillion (USD 9.78 billion) during the three fiscal years until March 2026.
• Similarly, in November 2021, the Japanese government unveiled its plans to allocate JPY 600 billion (USD 4.5 billion) of its fiscal 2021 supplementary budget to help fund advanced semiconductor manufacturing. In 2021, the Japanese government approved a USD 338 million chip research project where TSMC could develop new chip technology. The company, along with rivals like Intel and Samsung, is taking advantage of generous state subsidies as nations face the current chip shortage and concerns about domestic supplies in the future. Over the next few years, the semiconductor laser equipment market is expected to grow because of changes in how semiconductors are made.
• Furthermore, the Asia-Pacific region is also home to some of the biggest semiconductor chip manufacturers, such as TSMC, SMIC, SK Hynix, etc. These vendors are spending a lot of money on semiconductor equipment to increase production at their existing plants and move into new markets. This is creating a good market situation for the growth of the studied market in the Asia-Pacific region.

Semiconductor Laser Equipment Market Competitor Analysis

The semiconductor laser equipment market is moderately competitive, with the presence of numerous players such as Hamamatsu Photonics K.K., Applied Materials, DISCO Corporation, Delphi Laser, and Sumitomo Heavy Industries, Ltd., among others. These players are continuously adopting strategies such as product launches, product development, partnerships, and collaboration, among others, to increase their global share and expand their market presence.

In November 2022, researchers from LP3 Laboratory, France, developed a light-based technique that supports local material processing anywhere in the three-dimensional space of semiconductor chips. The direct laser writing facilitated by this technology opens the possibility of exploiting the sub-surface space for higher integration densities and additional functionalities.

In September 2022, Ushio introduced its novel 405 nm, 600 mW (CW) laser diodes, the HL40173MG and HL40175MG, with a lifetime almost double that of traditional products. The light source need for mask-less (direct imaging) exposure devices that expose high-definition circuit designs on the substrate has increased dramatically in parallel with customer demand for compact and more powerful smartphones. There is also a growing need for 405 nm laser diodes, which are frequently utilized as light supplies in the biomedical, measuring, and 3D printing industries and require additional advancements in stability and operational life.

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 Acctractiveness - Porter's Five Forces Analysis
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyer
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assesment of the impact of COVID-19 on the Industry

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Semiconductor Chip Demand from End-Use Industries
• 5.2 Market Restraints
  • 5.2.1 High Cost of Installation and Maintainance

6 MARKET SEGMENTATION

• 6.1 By Process
  • 6.1.1 Laser Wafer Dicing
  • 6.1.2 Laser Bonding and Debonding
    • 6.1.2.1 Temporary bonding/debonding
    • 6.1.2.2 Laser Lift-Off
    • 6.1.2.3 Laser Induced Forward Transfer
  • 6.1.3 Laser Annealing
  • 6.1.4 Laser Wafer Marking
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia-Pacific
  • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Hamamatsu Photonics K.K
  • 7.1.2 Applied Materials
  • 7.1.3 DISCO Corporation
  • 7.1.4 Delphi Laser
  • 7.1.5 Sumitomo Heavy Industries, Ltd.
  • 7.1.6 Coherent
  • 7.1.7 FitTech
  • 7.1.8 Corning
  • 7.1.9 IPG Photonics
  • 7.1.10 Hanmi Semiconductor

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET