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全球硅片市场分析（2023-2024年）
市场调查报告书
商品编码
1413695

全球硅片市场分析（2023-2024年）

Silicon Wafers Market Report (a Critical Materials Report) 2023-2024
出版日期: | 出版商: TECHCET | 英文 219 Pages | 商品交期: 最快1-2个工作天内

价格

本报告分析了半导体装置製造中使用的硅晶圆的市场和供应链。我们也涵盖 SOI，因为它是整个半导体元件基板供应链中不断增长的一部分。我们还彙编和提供有关主要供应商、材料供应链中的问题和趋势、供应商市场份额的估计和预测以及材料细分市场的预测的资讯。

有关硅晶圆市场最新资讯和报告亮点的特色新闻稿：

目录

第一章执行摘要

第二章 研究范围、目的与研究方法

第三章 半导体产业市场现况与展望

  • 世界经济
    • 连结半导体产业与全球经济
    • 半导体销售额成长率
    • 台湾月度销售趋势
    • 2023年高度不确定性－半导体收入成长预计将放缓至负值
  • 晶片销售：以电子领域分类
    • 手机
    • PC 出货量
    • 伺服器/IT市场
  • 半导体製造业的成长与扩张
    • 铸造厂扩建公告：概述
    • 透过在世界各地扩大铸造厂来加速成长
    • 资本支出趋势
    • 技术路线图
    • 代工投资评估
  • 政策和贸易趋势及影响
  • 半导体材料概述
    • 晶片生产进度可能受到材料产能限制
    • 持续的物流问题：对西方世界的负面影响
    • TECHCET晶圆投入量预测（至2027年）
    • TECHCET材料预测

第四章 晶圆市场趋势

  • 市场趋势：概述
    • 2022年晶圆市场：与2023年的联繫
    • 晶圆市场展望
    • 市场趋势：硅晶圆出货量减少（2023年第一季）
  • 硅片供应能力、需求与投资：概述
    • 硅片产能
    • 扩大硅片产能
    • 投资公告：概述
    • 投资活动的评论
    • 硅片产能：依地区划分
    • 硅片产能：供应商300mm硅片产能
    • 硅片产能：中国
    • 200mm晶圆供需：中国的影响
    • 300mm晶圆的供需
  • 技术驱动因素/材料变化与转变：概述
    • 通用晶圆技术概述
    • SOI/其他人造基板及其用途
    • 碳化硅晶圆
  • 按地区划分的趋势
    • 区域趋势和驱动因素
  • EHS（环境、健康与安全）和物流问题
    • 环境、健康与安全问题

第五章供应商市场状况

  • 市场统计与预测：概述
    • 晶圆市场收入估计/预测：硅/SOI
    • 硅晶圆获利/平均售价趋势
    • 硅晶圆预测：晶圆出货量预测，依直径（5 年）
    • 硅晶圆预测：依直径划分的晶圆出货量预测（按季度计算，截至 2023 年第四季）
    • 300mm晶圆的供需
    • 200mm晶圆需求与供应
    • 外延硅片预测：硅外延片年出货量预测，概述
    • SOI 晶圆：收入预测（5 年）
    • 硅片市占率
    • 供应商活动和报告收入（2023 年第一季）
  • 併购 (M&A) 活动和合作伙伴关係
    • SIC 投资与合作伙伴关係：SIC
  • 工厂关闭
  • 新进入者
  • 供应商或零件/产品线面临停产风险
  • 价格趋势
    • 晶圆价格趋势
    • 晶圆价格走势图
  • TECHCET分析师评级
    • 晶圆供应商评估

第六章下游供应链：多晶硅

  • 下游供应链：来源与市场
    • 多晶硅市场背景
    • 多晶硅市场趋势
    • 太阳能与半导体级多晶硅
    • 半导体级多晶硅需求
    • 下游供应链：多晶硅市场份额
    • 半导体级多晶硅供应商
    • 半导体级多晶硅供应商新闻`
  • 下游供应链：讨论
    • 下游供应链：讨论
  • 供应链下游：併购活动
  • 下游供应链：EHS 与物流问题
  • 下游供应链的 "新" 进入者
  • 下游供应链工厂最新资讯
  • 关闭下游供应链工厂
  • 下游供应链趋势
    • 下游供应链多晶硅价格走势
  • 下游供应链：TechCET 分析师评估
    • 对较低阶供应链分析师的评估

第七章 供应商简介

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • GLOBALWAFERS
  • 超过 15 家其他公司

第8章附录

This report covers the silicon wafer market and supply-chain for those wafers used in semiconductor device fabrication. The report contains data and analysis from TECHCET's data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. SOI is also covered as it is a growing portion of the overall supply-chain of semiconductor device substrates. SiC wafers is also included for an in-depth look at silicon carbide wafers and SiC manufacturing, we recommend the reader obtain TECHCET's Report on Silicon Carbide Wafers and Manufacturing Challenges. This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

This report comes with 3 Quarterly Updates featuring updated market information and forecasting from the report analyst.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

  • 1.1. WAFER BUSINESS-MARKET OVERVIEW
  • 1.2. MARKET TRENDS IMPACTING 2023 OUTLOOK
  • 1.3. WAFER BUSINESS-MARKET OVERVIEW
  • 1.4. FIRST QUARTER 2023 FINANCIALS OF TOP 5
  • 1.5. WAFER SEGMENT TRENDS
  • 1.6. SILICON WAFER 5-YEAR FORECAST BY REVENUES
  • 1.7. TECHNOLOGY TRENDS
  • 1.8. COMPETITIVE LANDSCAPE
  • 1.9. EHS ISSUES/CONCERNS
  • 1.10. ANALYST ASSESSMENT

2. SCOPE, PURPOSE AND METHODOLOGY

  • 2.1. SCOPE
  • 2.2. PURPOSE
  • 2.3. METHODOLOGY
  • 2.4. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

3. SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

  • 3.1. WORLDWIDE ECONOMY
    • 3.1.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
    • 3.1.2. SEMICONDUCTOR SALES GROWTH
    • 3.1.3. TAIWAN MONTHLY SALES TRENDS
    • 3.1.4. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
  • 3.2. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
    • 3.2.1. SMARTPHONES
    • 3.2.2. PC UNIT SHIPMENTS
    • 3.2.3. SERVERS / IT MARKET
  • 3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
    • 3.3.2. WW FAB EXPANSION DRIVING GROWTH
    • 3.3.3. EQUIPMENT SPENDING TRENDS
    • 3.3.4. TECHNOLOGY ROADMAPS
    • 3.3.5. FAB INVESTMENT ASSESSMENT
  • 3.4. POLICY & TRADE TRENDS AND IMPACT
  • 3.5. SEMICONDUCTOR MATERIALS OVERVIEW
    • 3.5.1. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?
    • 3.5.2. LOGISTICS ISSUES EASED DOWN
    • 3.5.3. TECHCET WAFER STARTS FORECAST THROUGH 2027
    • 3.5.4. TECHCET'S MATERIAL FORECAST

4. WAFERS MARKET TRENDS

  • 4.1. MARKET TRENDS-OUTLINE
    • 4.1.1. 2022 WAFER MARKET LEADING INTO 2023
    • 4.1.2. WAFER MARKET OUTLOOK
    • 4.1.3. TRENDS-SILICON WAFER SHIPMENTS DECLINED IN 1Q2023
  • 4.2. SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS-OUTLINE
    • 4.2.1. SILICON WAFER PRODUCTION CAPACITY
    • 4.2.2. SILICON WAFER PRODUCTION CAPACITY-EXPANSIONS
    • 4.2.3. INVESTMENT ANNOUNCEMENTS-OVERVIEW
    • 4.2.4. INVESTMENT ACTIVITY COMMENTS
    • 4.2.5. SILICON WAFER PRODUCTION CAPACITY-REGIONAL
    • 4.2.6. SILICON WAFER PRODUCTION CAPACITY-300 MM CAPACITY FOR SUPPLIERS
    • 4.2.7. SILICON WAFER PRODUCTION CAPACITY-CHINA
    • 4.2.8. SUPPLY VS. DEMAND OF 200 MM AND CHINA'S IMPACT
    • 4.2.9. SUPPLY VS. DEMAND OF 300 MM
  • 4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS-OUTLINE
    • 4.3.1. GENERAL WAFER TECHNOLOGY OVERVIEW
    • 4.3.2. SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS
    • 4.3.3. SIC WAFERS
  • 4.4. REGIONAL TRENDS
    • 4.4.1. REGIONAL TRENDS AND DRIVERS
  • 4.5. EHS AND LOGISTIC ISSUES
    • 4.5.1. EHS ISSUES

5. SUPPLIER MARKET LANDSCAPE

  • 5.1. MARKET STATISTICS & FORECASTS-OUTLINE
    • 5.1.1. WAFER MARKET REVENUES ESTIMATE AND FORECAST, SILICON AND SOI
    • 5.1.2. SILICON WAFER REVENUES ASP TRENDS
    • 5.1.3. SILICON WAFER FORECASTS-WAFER SHIPMENT 5-YEAR FORECAST BY DIAMETER
    • 5.1.4. SILICON WAFER FORECASTS-QUARTERLY WAFER SHIPMENT FORECAST THROUGH 4Q2023 BY DIAMETER
    • 5.1.5. SUPPLY VS. DEMAND BALANCE-300 MM
    • 5.1.6. SUPPLY VS. DEMAND BALANCE-200 MM
    • 5.1.7. EPITAXIAL SILICON WAFERS FORECASTS-ANNUAL SILICON EPI WAFER SHIPMENT FORECAST SUMMARY
    • 5.1.8. SOI WAFERS-5 YEAR REVENUE FORECAST
    • 5.1.9. SILICON WAFER MARKET SHARE
    • 5.1.10. FIRST QUARTER 2023-SUPPLIERS' ACTIVITY & REPORTED REVENUES
  • 5.2. M&A ACTIVITY AND PARTNERSHIPS
    • 5.2.2. SIC INVESTMENTS & PARTNERSHIPS-SIC
  • 5.3. PLANT CLOSURES
  • 5.4. NEW ENTRANTS
  • 5.5. SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
  • 5.6. PRICING TRENDS
    • 5.6.1. WAFER PRICING TRENDS
    • 5.6.2. WAFER PRICING TREND GRAPH
  • 5.7. TECHCET ANALYST ASSESSMENT
    • 5.7.1. ASSESSMENT OF WAFER SUPPLIERS

6. SUB TIER SUPPLY-CHAIN, POLYSILICON

  • 6.1. SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS
    • 6.1.1. POLYSILICON MARKET BACKGROUND
    • 6.1.2. POLYSILICON MARKET TRENDS
    • 6.1.3. POLYSILICON SOLAR VS. SEMICONDUCTOR GRADE
    • 6.1.4. SEMICONDUCTOR GRADE POLYSILICON DEMAND
    • 6.1.5. SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE
    • 6.1.6. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
    • 6.1.7. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIER NEWS`
  • 6.2. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
    • 6.2.1. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
  • 6.3. SUB-TIER SUPPLY-CHAIN M&A ACTIVITY
  • 6.4. SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
  • 6.5. SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
  • 6.6. SUB-TIER SUPPLY-CHAIN PLANTS UPDATES
  • 6.7. SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
  • 6.8. SUB-TIER SUPPLY-CHAIN PRICING TRENDS
    • 6.8.1. SUB-TIER SUPPLY-CHAIN-POLYSILICON PRICING
  • 6.9. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT
    • 6.9.1. SUB-TIER SUPPLY-CHAIN-ANALYST ASSESSMENT

7. SUPPLIER PROFILES

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • GLOBALWAFERS
  • ...and 15+ more

8. APPENDIX

LIST OF FIGURES

  • FIGURE 1: SILICON WAFER AREA SHIPMENTS
  • FIGURE 2: COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON
  • FIGURE 3: TOTAL SILICON WAFER MARKET REVENUES
  • FIGURE 4: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
  • FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 7: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
  • FIGURE 8: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
  • FIGURE 9: 2022 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 10: MOBILE PHONE SHIPMENTS WW ESTIMATES
  • FIGURE 11: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 12: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 13: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
  • FIGURE 14: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
  • FIGURE 15: CHIP EXPANSIONS 2022-2027 US $366 B
  • FIGURE 16: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 17: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
  • FIGURE 18: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
  • FIGURE 19: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
  • FIGURE 20: EUROPE CHIP EXPANSION UPSIDE
  • FIGURE 21: PORT OF LA
  • FIGURE 22: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
  • FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
  • FIGURE 24: WW QUARTERLY SILICON AREA WAFER SHIPMENTS
  • FIGURE 25: QUARTERLY WAFER SHIPMENTS FOR 200 MM & 300 MM
  • FIGURE 26: POTENTIAL IMPACT OF CHINA SUPPLIERS ON 200 MM WAFER CAPACITY
  • FIGURE 27: 300 MM WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 28: SOI WAFER APPLICATIONS
  • FIGURE 29: SIC WAFERING
  • FIGURE 30: SILICON CARBIDE SEMI-INSULATING WAFER DEMAND
  • FIGURE 31: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 32: GLOBAL SILICON WAFER REVENUES
  • FIGURE 33: AGGREGATED ASP TRENDS AND SILICON REVENUES (EXCLUDING SOI)
  • FIGURE 34: WAFER SHIPMENT FORECAST BY DIAMETER
  • FIGURE 35: WAFER SHIPMENTS FORECAST THROUGH 4Q2023 BY DIAMETER
  • FIGURE 36: 300 MM WAFER SUPPLY/DEMAND FORECAST (PREVIOUSLY SHOWN IN SECTION 4.3-PROVIDED HERE FOR COMPLETENESS.)
  • FIGURE 37: 200 MM WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 38: EPI WAFER AREA SHIPMENT FORECAST
  • FIGURE 39: 300 MM EPI WAFER SUPPLY/DEMAND (PREVIOUSLY PROVIDED IN SECTION 4.3. PROVIDED HERE FOR COMPLETENESS)
  • FIGURE 40: SOI WAFER REVENUE FORECAST
  • FIGURE 41: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 42: TOP 5 WAFER MAKERS' QUARTERLY WAFER SALES COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON
  • FIGURE 43: SEH'S ELECTRONIC MATERIAL SALES FY ENDING MARCH 31, 2022
  • FIGURE 44: SUMCO'S CY1Q2023 SUMMARY
  • FIGURE 45: GLOBALWAFERS QUARTERLY SALES TRENDS
  • FIGURE 46: SILTRONIC'S CY1Q2023 SUMMARY
  • FIGURE 47: SK SILTRON'S CY1Q2022 SUMMARY
  • FIGURE 48: SOITEC FYQ4 2023 SALES
  • FIGURE 49: WORLDWIDE SILICON ASP TRENDS (EXCLUDING SOI)
  • FIGURE 50: AGGREGATED WAFER PRICING TRENDS BY DIAMETER
  • FIGURE 51: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR
  • FIGURE 52: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
  • FIGURE 53: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT)
  • FIGURE 54: PRICE TREND IN SOLAR POLYSILICON

LIST OF TABLES

  • TABLE 1: WAFER MARKET GROWTH OVERVIEW
  • TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
  • TABLE 3: IMF ECONOMIC OUTLOOK*
  • TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
  • TABLE 5: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS
  • TABLE 7: WAFER SUPPLIER MANUFACTURING LOCATIONS
  • TABLE 8: ESTIMATED 300 MM PRIME WAFER PRODUCTION CAPACITY SHARE
  • TABLE 9: ESTIMATED CHINA SUPPLIER CAPACITY SHARE
  • TABLE 10: CHINA WAFER SUPPLIER 300 MM STATUS
  • TABLE 12: CHINA WAFER SUPPLIER 200 MM STATUS
  • TABLE 13: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS
  • TABLE 14: REGIONAL WAFER MARKETS
  • TABLE 16: TOTAL WAFER SHIPMENT GROWTH RATES BY DIAMETER
  • TABLE 17: EPITAXIAL WAFER SHIPMENT GROWTH RATES BY DIAMETER
  • TABLE 18: 1Q2023 QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
  • TABLE 19: ESTIMATED 2022 POLYSILICON SUPPLIER RANKING
  • TABLE 20: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS
  • TABLE 21: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS IN CHINA
  • TABLE 22: WAFER TECHNOLOGY TRENDS
  • TABLE 23: GENERAL TRENDS AND ISSUES