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市场调查报告书
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1404474

原子层沉积设备:市场占有率分析、产业趋势与统计、2024年至2029年成长预测

Atomic Layer Deposition Equipment - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

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

预计2024年原子层沉积设备市场规模为91.7亿美元,预计2029年将达到201.4亿美元,在预测期内(2024-2029年)复合年增长率为17.02%。

原子层沉积设备-市场-IMG1

推动全球原子层沉积市场扩张的关键因素之一是全球越来越多地采用电子和半导体解决方案。

主要亮点

  • 采用新材料和设计来提高晶片产量正在推动对原子层沉积解决方案的需求。小型化的趋势正被世界各地的工业所拥抱。因此,对小型电子设备和机械的需求不断增加。
  • 据思科称,到 2030 年,大约有 5,000 亿台设备将连接到网路。每台机器都包含收集资料、与环境互动并透过网路通讯的感测器。这些应用需要小型化储存设备和 IC。越来越多的连接设备产生的资料量不断增加,增加了对储存设备的需求并推动市场成长。
  • 在半导体产业中,CMOS 处理器、储存装置、MEMS 和感测器中使用的高介电常数薄膜经常使用 ALD 来製造。 ALD 技术用于在燃料电池和其他需要耐腐蚀和耐磨的应用中创建功能性和保护性涂层。在下一代装置的开发中,它们也被用于涂覆高长宽比结构,例如奈米线和奈米管。
  • 多种沉积工具用于製造半导体,包括铜电极、高 k 闸极堆迭和铜阻挡层/籽晶层。例如,印度商工部下属的国家投资促进和便利化管理局2022年3月发布的资料显示,印度国内电子产品产量将从2014-15年的290亿美元增长到2020-2021年。670亿美元。
  • 此外,机器人的使用和製造自动化的增加预计将增加半导体销售并推动 ALD 技术市场。目前,工业自动化正在改变几乎所有重要生产产业的性质。工业 4.0 标准的采用以及协作机器人、AR/VR 和 AI资料分析的日益使用预计将使 ALD 市场受益。
  • 此外,ALD 薄膜层可用于微电子学中以电屏蔽奈米级电晶体的相邻组件。 ALD 特别擅长将精确的奈米级涂层应用于复杂的3D表面。例如,在用于製造现代电脑处理器的硅晶片上蚀刻深而窄的沟槽。因此,世界各地的研究人员都渴望为下一代半导体装置创造出新型薄膜ALD材料。
  • 预计研发所需的高投资将在预测期内抑制全球原子层沉积市场的成长。由于 ALD 方法耗时,因此被认为具有重大限制。
  • 原子层沉积产业的供应链持续受到 COVID-19 爆发的影响。 COVID-19 病毒严重影响了许多国家。由于劳动力短缺和原材料供应中断,大流行阻碍了原子层沉积材料的生产。这些国际贸易中断推迟了正在进行的计划的开发,增加了资本支出 (CAPEX),并扰乱了原子层沉积供应。

原子层沉积设备市场趋势

半导体和电子产业推动市场成长

  • 半导体和电子产业的需求预计将成为原子层沉积技术的主要驱动力。半导体产业预计将直接影响该技术的发展,而电子产业的扩张将有助于其进步。因此,对原子层沉积设备的需求不断增加。
  • 由于晶片短缺,製造商宣布全球晶圆厂产能扩张,原子层沉积 (ALD)参与企业正准备利用新的成长机会。最近,300mm ALD 平台经过改进,可满足超摩尔 (MtM) 装置和应用(例如 MEMS、感测器、功率和 RF 装置以及光子学)的要求。在此之前,200mm ALD平台是为了满足市场需求而设计的。现在晶圆产量有所增加,ALD 解决方案预计将扩大并加入 MtM 装置市场。
  • ALD 因其沉积具有高介电常数的氧化物材料而在半导体行业中变得流行。例如,以ALD形成的HfO2取代热生长的SiO2作为传统金属氧化物半导体场效电晶体的闸极绝缘材料。近年来,需要使用 ALD 的应用数量显着增加。
  • 电子领域有周期性的起伏。电子产业的中短期前景是光明的。爱立信行动报告预测,到 2024 年,将有约 89 亿行动用户、84 亿行动宽频用户和 62 亿独立行动用户。这有望加速ALD技术的发展。
  • 在预测期内,家用电子电器和微电子产品的销售预计将成长,从而导致对半导体积体电路的需求增加。半导体IC需求的增加可能会增加半导体装置製造商的製造能力,并增加对原子层沉积设备市场的需求。
  • 下一代半导体装置的製造需要在低温 (400°C) 下在高深长宽比比奈米结构上沉积高度共形 (>95%) SiO2、SiNx 和 SiC 薄膜。原子层沉积方法正在取代半导体製造中的化学沉积方法,并使得此类硅基介电薄膜的开发成为可能。 ALD 沉积的 SiO2 薄膜已用于製造半导体装置。
  • 射频和电力电子技术的扩展进一步推动了 ALD 技术的进步。极端的环境条件可能会损坏和腐蚀活性零件,导致过早失效。这些环境条件包括高​​温、氧气、紫外线、盐分和湿气。原子层沉积 (ALD) 显着提高了这些零件的性能和可靠性。
原子层沉积设备-市场-IMG2

预计亚太地区成长率最高

  • 亚太地区仍是电子产业普及最重要的地区。亚太地区是电子产业OEM的中心。此外,越南等新兴国家对此产业大力投资,不同地区国家也处于良性竞争。此外,台湾和中国大陆等成熟中心继续大力投资研发,使它们能够在推动市场成长的创新方面保持领先地位。
  • 由于中国各地资料流量(IP和行动资料流量)异常增加,伺服器记忆体需求预计将增加。据思科系统公司称,物联网正在中国初具规模,预计到2021年网路设备数量将达到近55亿台,而2016年为35亿台。
  • 原子层沉积通常用于太阳能电池和装置的保形涂层。考虑到这一点,由于对太阳能设备的需求不断增加以及各地区国家太阳能产业的崛起,预计目标市场将在整个预测期内持续发展。此外,亚太地区各国政府不断进行各种投资以扩大太阳能产业,这推动了对 ADL 解决方案的需求。
  • 例如,根据政府旗舰生产挂钩激励(PLI)计划,製造公司在太阳能组件工厂运作后可以获得五年的激励,并宣布拨款1950亿印度卢比(25.7亿美元)支持电池组件製造。印度电力部数据显示,2021-2022年,中国占印度太阳能电池进口总额的78.6%,仅从中国出货的太阳能电池和组件就价值近766.2亿美元。
  • 汽车是製造中使用 ALD 设备和系统的另一个重要产业。汽车工业也是薄膜的主要使用者。例如,薄膜可以减小各种零件的尺寸并延长其使用寿命。在汽车工业中,使用薄膜可以节省成本和保护环境。这是透过减轻常用结构元件的重量,延长其使用寿命,从而提高奈米材料的製造品质来实现的。
  • 亚洲是一些世界上最大的汽车製造商的所在地,包括本田、丰田、三菱、日产、现代、塔塔汽车和马鲁蒂,中国、印度、日本和韩国等国家为亚洲汽车产业提供动力。除了这些OEM之外,许多零件和汽车配件製造商也使用 ALD 设备和设备来满足其製造要求。
  • 製造半导体装置的重要方法是原子层沉积,这是一种依赖气相化学製程的薄膜沉积製程。该地区的参与企业正在大力投资研发项目,提高成果效率并引领世界上最快的市场扩张。

原子层沉积设备产业概况

原子层沉积设备市场分散,多个参与企业运营该市场。市场参与企业正在采取合併、收购和合作等策略来获得市场占有率。

2022 年 9 月,半导体和先进晶圆层次电子构装(WLP) 应用晶圆加工解决方案供应商 ACM Research, Inc. 宣布推出 Ultra Fn A 炉工具 Did,扩展其 300mm Ultra Fn 炉干式处理平台。 Ultra Fn A 系统将热原子层沉积 (ALD) 添加到 ACM 支援的广泛熔炉应用清单中。

2021 年 12 月,原子层沉积 (ALD)工业製造先驱 Beneq 宣布推出两款用于半导体装置製造的新产品:Transform 300 和 Prodigy。 Beneq 推出了非常成功的 Beneq Transform 产品系列,彻底改变了 ALD丛集工具。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力——波特五力
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 产业价值链分析
  • 技术简介:与其他沉积技术的比较、ALD从记忆体应用到逻辑MPU应用的演变、ALD技术类型的定性分析
  • 评估 COVID-19 对产业的影响

第五章市场动态

  • 市场驱动因素
    • 对微电子和消费性电子产品的需求增加
    • 运算和储存技术的进步
  • 市场挑战
    • 由于有效的沉积反应物和材料而增加了相关成本

第六章市场区隔

  • 按用途
    • 半导体和电子产品(包括运算领域、资料中心和消费性电子产品)
    • 医疗/生物医学
    • 其他用途
  • 按地区
    • 美洲
    • 欧洲、中东/非洲
    • 亚太地区

第七章竞争形势

  • 公司简介
    • Applied Materials Inc.
    • Lam Research Corporation
    • Entegris Inc.
    • Veeco Instruments Inc.
    • Oxford Instruments PLC
    • Beneq Oy
    • Picosun Oy
    • ASM International
    • Tokyo Electron Limited
    • Kurt J. Lesker Company

第八章投资分析

第九章 市场机会及未来趋势

简介目录
Product Code: 65283
Atomic Layer Deposition Equipment - Market - IMG1

The Atomic Layer Deposition Equipment Market size is estimated at USD 9.17 billion in 2024, and is expected to reach USD 20.14 billion by 2029, growing at a CAGR of 17.02% during the forecast period (2024-2029).

One of the key factors propelling the expansion of the worldwide atomic layer deposition market is the increasing adoption of electronics and semiconductor solutions across the globe.

Key Highlights

  • Using novel materials and designs for improved chip production drives demand for atomic layer deposition solutions. The trend toward miniaturization is being embraced by industries all around the world. As a result, there is currently a higher need for tiny electronics and machinery.
  • According to Cisco, around 500 billion devices will be connected to the Internet by 2030. Each machine includes sensors that collect data, interact with the environment, and communicate over a network. These applications need miniaturized storage devices and ICs. The increasing amount of data generated from the growing number of connected devices has increased the demand for storage devices, thereby driving market growth.
  • High-k dielectric films used in CMOS processors, memory devices, MEMS, and sensors are frequently produced using ALD in the semiconductor industry. For the creation of functional and protective coatings in fuel cells and other applications needing corrosion or wear resistance, ALD technologies are used. For the development of next-generation devices, they are also utilized to coat high aspect ratio structures like nanowires and nanotubes.
  • Various deposition tools are employed to create semiconductors, including copper electrodes, high-K dielectric gate stacks, and copper barrier/seed layers. For instance, the domestic production of electronics in India increased from USD 29 billion in 2014-15 to USD 67 billion in 2020-21, according to data released by the country's national Investment Promotion & Facilitation Agency in March 2022, which is part of the Union Ministry of Commerce and Industry.
  • Additionally, it is anticipated that greater robot use and manufacturing automation will promote the market for ALD technology by increasing semiconductor sales. Industrial automation is currently transforming the nature of practically all significant production industries. The adoption of Industry 4.0 standards and the increasing use of collaborative robotics, AR/VR, and AI for data analysis are anticipated to benefit the ALD market.
  • Moreover, the ALD thin layer may be utilized in microelectronics to shield neighboring components in nanoscale transistors electrically. ALD is particularly adept at creating accurate, nanoscale coatings on intricate, 3D surfaces; such as the deep, narrow trenches etched into silicon wafers used to make modern computer processors. This has inspired researchers worldwide to create novel thin film ALD materials for upcoming semiconductor device generations.
  • Over the projected period, a high investment required for research and development is anticipated to restrain the growth of the worldwide atomic layer deposition market. ALD is recognized to have significant limitations due to its slow approach.
  • The atomic layer deposition industry's supply chain is still suffering due to the COVID-19 epidemic. The COVID-19 virus has a significant influence on many nations. Due to workforce shortages and disruptions in the raw material supply, the pandemic has hindered the production of atomic layer deposition materials. The development of ongoing projects was delayed due to these disruptions to international trade, which increased capital expenditure (CAPEX) and suspended the supply of atomic layer deposition.

Atomic Layer Deposition Equipment Market Trends

Semiconductors and Electronics Industry to Drive the Market Growth

  • The demand from the semiconductor and electronics industries is anticipated to be the primary driver of atomic layer deposition technology. While the semiconductor industry is expected to impact the technology's development directly, any electronics industry expansion will contribute to its advancement. Consequently, atomic layer deposition equipment is growing in demand.
  • After the global fab capacity expansions that manufacturers announced as a result of the chip shortfall, Atomic Layer Deposition (ALD) players are prepared to take advantage of a new growth opportunity. Recently, 300mm ALD platforms have improved to satisfy the requirement of More-than-Moore (MtM) devices and applications for MEMS, sensors, power and RF devices, and photonics. Previously, 200mm ALD platforms were designed to fulfill the market's needs. Now that wafer production has increased in volume, it is anticipated that ALD solutions will expand and join the MtM devices market.
  • ALD rose to prominence in the semiconductor industry due to its use for depositing high-permittivity oxide materials. For example, thermally grown SiO2 was swapped out for HfO2 formed by ALD as the gate dielectric material in conventional metal oxide semiconductor field effect transistors. The number of applications requiring the usage of ALD has significantly increased in recent years.
  • The electronics sector has ups and downs in cycles. The short- to medium-term outlook for the electronic industry is positive. By 2024, there will be around 8.9 billion mobile subscriptions, 8.4 billion mobile broadband subscriptions, and 6.2 billion unique mobile users, predicts the Ericsson Mobility Report. This is anticipated to accelerate the development of ALD technology.
  • During the projection period, growth in the sales of consumer electronics and microelectronics is anticipated to drive up demand for semiconductor ICs. The increased demand for semiconductor ICs will raise the manufacturing capabilities of semiconductor device producers, which might increase demand for the atomic layer deposition equipment market.
  • Next-generation semiconductor device production necessitates the deposition of highly conformal (great than 95%) SiO2, SiNx, and SiC films on high aspect-ratio nanostructures at low temperatures (400 °C). Atomic layer deposition is replacing chemical vapor deposition in semiconductor manufacturing, allowing for the development of these Si-based dielectric films. ALD-deposited SiO2 films are already utilized in the production of semiconductor devices.
  • The expansion of RF and power electronics further aids the advancement of ALD technology. Extreme environmental conditions can damage and corrode active components, leading to early failure. These conditions include high temperatures, oxygen, ultraviolet radiation, salinity, and moisture. The performance and dependability of these components can be significantly increased for the same reason, thanks to atomic layer deposition (ALD).
Atomic Layer Deposition Equipment - Market - IMG2

Asia Pacific Expected to Witness the Highest Growth Rate

  • The Asia Pacific continues to be the most critical region for the proliferation of the electronics industry. The Asia Pacific has become a hub of OEMs in the electronics industry. Moreover, emerging economies like Vietnam have invested heavily in this industry, leading to healthy competition among various regional countries. Moreover, established hubs like Taiwan and China continue to invest heavily in R&D, enabling them to stay ahead of the curve in innovations that drive market growth.
  • With unusual data traffic across China (IP and mobile data traffic), server memory demand is expected to increase. With IoT taking shape in China, the number of network devices is expected to reach almost 5.5 billion in 2021, compared to 3.5 billion in 2016, according to the Cisco systems.
  • Atomic layer deposition is commonly utilized in solar cells and devices for conformal coatings. In light of this, the target market is anticipated to develop throughout the projected period due to the increase in demand for solar devices and the rise in the solar industry across various regional countries. Additionally, governments in the APAC region are constantly establishing various investments to increase their solar industry, which drives the demand for ADL solutions.
  • For instance, Under the government's flagship production-linked incentive (PLI) scheme, manufacturing companies receive incentives over five years following the commissioning of solar module plants, and the government of India announced an allocation of INR19,500 crore (USD 2.57 billion) in the Union Budget 2022 to support the manufacturing of solar modules. China accounted for 78.6% of India's total solar cell imports in 2021-2022, with close to USD 76.62 billion in solar cells and modules shipped from China alone, according to the India Ministry of Power.
  • The automobile is another significant sector that uses ALD units and Systems for its manufacturing. Automobile industries are another primary user of thin film, as it is used in practically every aspect of the industry. For example, the thin film can reduce the size and enhance the life of various parts. Thin coatings are used in the automotive sector to save money and the environment. This is done by reducing the weight of commonly used construction elements, enhancing their service life, and, as a result, improving the manufacturing quality of nanomaterials.
  • Asia is the home of some of the biggest manufacturers of automobiles in the world, such as Honda, Toyota, Mitsubishi, Nissan, Hyundai, TATA Motors, Maruti, etc., with countries like China and India, Japan, and South Korea being the powerhouse of Asian Automobile Sector. Apart from these OEMs, many parts and automobile accessories suppliers also find usage for ALD units and equipment for their manufacturing requirements.
  • A critical approach in producing semiconductor devices is atomic layer deposition, a thin-film deposition process that relies on the use of a gas-phase chemical process. The market's players in this region are heavily investing in research and development programs to improve their outcomes' efficiency and lead the fastest market expansion worldwide.

Atomic Layer Deposition Equipment Industry Overview

The Atomic Layer Deposition Equipment Market is fragmented, as several players are operating in the market. Players in the market adopt strategies like mergers, acquisitions, and partnerships to capture market share.

In September 2022, ACM Research, Inc., a supplier of wafer processing solutions for the semiconductor and advanced wafer-level packaging (WLP) applications, announced the expansion of its 300mm Ultra Fn furnace dry processing platform with the introduction of its Ultra Fn A furnace tool. The Ultra Fn A system adds thermal atomic layer deposition (ALD) to ACM's extensive list of supported furnace applications.

In December 2021, Beneq, a forerunner in industrial production using atomic layer deposition (ALD), launched two new products for semiconductor device fabrication, such as the Transform 300 and Prodigy. Beneq revolutionized ALD cluster tools when it launched the highly successful Beneq Transform family of products.

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 Five Forces
    • 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 Substitute
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Technology Snapshot : Comparison with other deposition technologies and evolution of ALD from Applications in Memory to Application in Logic MPUs and Qualitative analysis regarding type of ALD technologies
  • 4.5 Assessment of COVID-19 Impact on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in demand of Microelectronics and Consumer Electronics
    • 5.1.2 Advancement in Computing and Storage Technologies
  • 5.2 Market Challenegs
    • 5.2.1 Higher Associated costs due to Effective Deposition Reactants and Materials

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Semiconductor and Electronics (includes Computing Sector, Data Centres, and Consumer Electronics)
    • 6.1.2 Healthcare and Biomedical Applications
    • 6.1.3 Automotive
    • 6.1.4 Other Applications
  • 6.2 By Geography
    • 6.2.1 Americas
    • 6.2.2 Europe, Middle East and Africa
    • 6.2.3 Asia Pacific

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Applied Materials Inc.
    • 7.1.2 Lam Research Corporation
    • 7.1.3 Entegris Inc.
    • 7.1.4 Veeco Instruments Inc.
    • 7.1.5 Oxford Instruments PLC
    • 7.1.6 Beneq Oy
    • 7.1.7 Picosun Oy
    • 7.1.8 ASM International
    • 7.1.9 Tokyo Electron Limited
    • 7.1.10 Kurt J. Lesker Company

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS