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全球硅设备零件市场分析（2023-2024年）
市场调查报告书
商品编码
1413696

全球硅设备零件市场分析（2023-2024年）

Silicon Equipment Components Market Report (a Critical Materials Report) 2023-2024
出版日期: | 出版商: TECHCET | 英文 199 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

本报告分析了半导体製程设备中使用的硅零件（半导体装置製造用晶圆加工工具的硅基材、硅设备零件等）的市场，也分析了半导体製程设备中使用的硅零件（硅基）的市场。半导体装置製造用晶圆加工工具材料、硅设备零件等）以及供应链（高纯度多晶硅和基材製造商）。我们正在调查硅加工製造商等的详细动向。

有关硅元件市场最新资讯和报告亮点的专题新闻稿：

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
    • 电动车 (EV) 市场趋势
    • 伺服器/IT市场
  • 材料：引入晶圆数量的预测（到 2027 年）
    • TECHCET材料预测

第四章 硅元件市场现况及趋势

  • 硅零件市场规模及预测
  • 硅製造材料：概述和市场趋势
  • 硅胶部件：依应用分类
  • 共享硅元件供应链的非半导体应用
  • 技术趋势：硅零件与 CVD 碳化硅
  • 下层/硅锭成本趋势
  • 硅製造商市场占有率：依供应商分类
  • 区域趋势：贸易与地缘政治
  • 区域趋势：零件供应商的市场动态

第 5 章 硅晶片製造设施的成长与资本设备支出

  • 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
    • 铸造设备支出（2019-2023年）
  • 资本支出趋势
  • 技术路线图
  • 代工投资评估
  • 晶片生产进度可能受到材料产能限制

第六章 OEM设备市场趋势

  • OEM蚀刻设备市占率预估
  • 製造 - 按地区划分的硅胶零件製造商
  • 前 3 名 OEM 公司：LLAM RESEARCH□TEL□AMAT
  • OEM活动：LAM RESEARCH□AMAT
  • OEM活性：LAM RESEARCH
  • 前 3 名 OEM 公司：TEL
  • OEM活动：AMEC
  • OEM活动：HITACHI HIGH-TECH
  • OEM影响和控制
  • 政策和贸易趋势及影响

第七章 目标供应商

  • 硅零件的生产成果，
  • 供应商活动：併购活动
  • 供应商活动：新工厂/新投资
  • 世界趋势：中国/SIFUSION (FERROTEC)
  • 全球趋势：关注GRITEK
  • 世界趋势：关注MITSUBISHI MATERIALS
  • 新供应商进入市场：LATTICE MATERIALS
  • 新供应商进入市场：SHANGHAI SYC
  • 新供应商进入市场：API

第八章 供应下降：硅锭生产商

  • 基材：硅锭製造商/供应商
    • SINO AMERICAN SILICON-SAS
    • THINKON SEMI
  • 中国硅锭生产商：鑫康最新情况

第9章 多晶硅

  • 原料来源及现况： 多晶硅
  • 原料供应来源及现况：多晶硅需求
  • 半导体级多晶硅供应商
  • 多晶硅原料价格表现（2023年）
  • 原料来源及现况：多晶硅，评价
  • 基材：采用多晶硅的硅胶供应商

第10章 下层材料供应链

  • 供应链中断/限制
  • 其他工业应用
  • 硅零件生产基地分析

第十一章 TECHCET分析师评价

  • TECHCET分析师评级
  • 材料市场现况及趋势

第十二章供应商简介

  • Addison Engineering
  • Alliance Precision/API
  • Applied Ceramics
  • BCnC Co., Ltd.
  • Bullen Ultrasonics
  • 其他20多家企业
简介目录

This Critical Materials Report' primarily focuses on the markets of silicon parts used in semiconductor process equipment, including silicon base materials and silicon equipment components for wafer process tools used for semiconductor device manufacturing. These parts are considered consumables, given that they are eventually require replacing after repeated use. Details on the supply-chain from high purity poly-silicon, base material manufacturers, and silicon fabricators are provided.

This report comes with 1 Bi-Yearly Update featuring updated market information and forecasting from the report analyst.

TABLE OF CONTENTS

1. SCOPE, PURPOSE, METHODOLOGY

  • 1.1. SUPPLY CHAIN & VALUE CHAIN OF SILICON PARTS
  • 1.2. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

2. EXECUTIVE SUMMARY

  • 2.1. OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY
  • 2.2. OVERVIEW OF THE 2022 SILICON PARTS MARKET
  • 2.3. OVERVIEW OF POLYSILICON & SILICON INGOTS
  • 2.4. TOP CONCERNS ABOUT SUPPLY AVAILABILITY
  • 2.5. SILICON PARTS MARKET ASSESSMENT

3. SEMICONDUCTOR INDUSTRY MARKET OUTLOOK

  • 3.1. SEMICONDUCTOR MATERIALS OVERVIEW
  • 3.2. WORLDWIDE ECONOMY
    • 3.2.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
    • 3.2.2. SEMICONDUCTOR SALES GROWTH
    • 3.2.3. TAIWAN MONTHLY SALES TRENDS
  • 3.3. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
  • 3.4. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
    • 3.4.1. SMARTPHONES
    • 3.4.2. PC UNIT SHIPMENTS
    • 3.4.3. ELECTRIC VEHICLE (EV) MARKET TRENDS
    • 3.4.4. SERVERS / IT MARKET
  • 3.5. MATERIALS-WAFER STARTS FORECAST THROUGH 2027
    • 3.5.1. TECHCET'S MATERIAL FORECAST

4. SILICON PARTS MARKET LANDSCAPE & TRENDS

  • 4.1. SI PARTS MARKET SIZE & FORECAST
  • 4.2. SILICON-FAB MATERIAL INTRODUCTION & MARKET TREND
  • 4.3. SILICON PARTS BY APPLICATION
  • 4.4. NON-SEMICONDUCTORAPPLICATIONS SHARING SI PARTS SUPPLY-CHAIN
  • 4.5. TECHNOLOGY TRENDS-SILICON PARTS VS. CVD SILICON CARBIDE
  • 4.6. SUB-TIER /SILICON INGOT COSTS TRENDS
  • 4.7. SILICON FABRICATOR MARKET SHARE BY SUPPLIER
  • 4.8. REGIONAL TRENDS-TRADE & GEOPOLITICS
  • 4.10. REGIONAL TRENDS-PARTS SUPPLIER MARKET DYNAMICS

5. CHIPS FABS GROWTH & CAPITAL EQUIPMENT SPENDING

  • 5.1. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 5.1.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
    • 5.1.2. WW FAB EXPANSION DRIVING GROWTH
    • 5.1.3. FAB EQUIPMENT SPENDING 2019 ~ 2023
  • 5.2. EQUIPMENT SPENDING TRENDS
  • 5.3. TECHNOLOGY ROADMAPS
  • 5.4. FAB INVESTMENT ASSESSMENT
  • 5.5. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?

6. OEM EQUIPMENT MARKET TRENDS

  • 6.1. OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE
  • 6.2. FABRICATION-SILICON PARTS FABRICATORS BY REGION
  • 6.3. TOP 3 OEMS-LAM RESEARCH, TEL, AMAT
  • 6.4. OEM ACTIVITIES-LAM RESEARCH AND AMAT
  • 6.5. OEM ACTIVITY-LAM RESEARCH
    • 6.5.1. OEM ACTIVITY-LAM RESEARCH
  • 6.6. TOP 3 OEMS-TEL
  • 6.7. OEM ACTIVITIES-AMEC
  • 6.8. OEM ACTIVITIES-HITACHI HIGH-TECH
  • 6.9. OEM INFLUENCE & CONTROL
  • 6.10. POLICY & TRADE TRENDS AND IMPACT

7. SUPPLIERS OF INTEREST

  • 7.1. SILICON PARTS PRODUCTION PERFORMANCE,
  • 7.2. SUPPLIERS ACTIVITY-M&A ACTIVITY
  • 7.3. SUPPLIERS ACTIVITY-NEW PLANTS/NEW INVESTMENTS
  • 7.4. GLOBAL TRENDS-SIFUSION FROM CHINA (FERROTEC)
  • 7.5. GLOBAL TRENDS-SPOTLIGHT ON GRITEK
  • 7.6. GLOBAL TRENDS-SPOTLIGHT ON MITSUBISHI MATERIALS
  • 7.7. NEW SUPPLIER ENTERING THE MARKET: LATTICE MATERIALS
  • 7.8. NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC
  • 7.9. NEW SUPPLIER ENTERING THE MARKET: API

8. SUB-TIER SUPPLY: SILICON INGOT GROWERS

  • 8.1. BASE MATERIAL-SILICON INGOT MANUFACTURERS/SUPPLIERS
    • 8.1.1. SINO AMERICAN SILICON-SAS
    • 8.1.2. THINKON SEMI
  • 8.2. CHINA SILICON INGOT MANUFACTURER-THINKON SEMI UPDATE

9. POLYSILICON

  • 9.1. RAW MATERIAL SOURCE AND STATUS-POLYSILICON
  • 9.2. RAW MATERIAL SOURCE AND STATUS-POLYSILICON DEMAND
  • 9.3. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
  • 9.4. POLYSILICON-RAW MATERIAL HISTORICAL PRICES 2023
  • 9.5. RAW MATERIAL SOURCE AND STATUS-POLYSILICON, ASSESSMENT
  • 9.6. BASE MATERIAL-SILICON SUPPLIERS USING POLYSILICON

10. SUB-TIER MATERIAL SUPPLY CHAIN

  • 10.1. SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS
  • 10.3. OTHER INDUSTRIAL USES
  • 10.4. SILICON PARTS PRODUCTION LOCATION-ANALYSIS

11. TECHCET ANALYST ASSESSMENT

  • 11.1. TECHCET ANALYST ASSESSMENT
  • 11.4. MATERIALS MARKET LANDSCAPE TRENDS

12. SUPPLIER PROFILES

  • Addison Engineering
  • Alliance Precision/API
  • Applied Ceramics
  • BCnC Co., Ltd.
  • Bullen Ultrasonics
  • ...and 20+ more

FIGURES

  • FIGURE 1: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
  • FIGURE 2: SILICON INGOT
  • FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
  • FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 5: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
  • FIGURE 6: 2023 SEMICONDUCTOR REVENUE OUTLOOK
  • FIGURE 7: 2022 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES
  • FIGURE 9: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 10: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 11: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
  • FIGURE 12: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
  • FIGURE 13: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
  • FIGURE 14: SILICON PARTS FROM SILFEX
  • FIGURE 15: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
  • FIGURE 16: 2021 SILICON PARTS BY WAFER SIZE
  • FIGURE 17: 2022 SILICON PARTS BY WAFER SIZE
  • FIGURE 18: 2023 AR/VR SHIPMENT (1,000 UNITS)
  • FIGURE 19: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
  • FIGURE 20: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
  • FIGURE 21: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
  • FIGURE 22: CHIP EXPANSIONS 2022-2027 US $473.6B
  • FIGURE 23: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 24: FAB EQUIPMENT SPENDING
  • FIGURE 25: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
  • FIGURE 26: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
  • FIGURE 27: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING
  • FIGURE 28: EUROPE CHIP EXPANSION UPSIDE
  • FIGURE 29: 2022 ETCH EQUIPMENT MARKET SHARE
  • FIGURE 30: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
  • FIGURE 31: 2022 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD)
  • FIGURE 32: LAM RESEARCH FACILITIES
  • FIGURE 33: SK ENPULSE'S PLANTS IN KOREA
  • FIGURE 34: SIFUSION FERROTEC LOCATION IN CHINA
  • FIGURE 35: SIFUSION HANGZHOU FACTORY
  • FIGURE 36: GRITEK MANUFACTURING LOCATION INSIDE
  • FIGURE 37: MITSUBISHI MATERIALS SANDA PLANT
  • FIGURE 38: SYC HEADQUARTER IN SHANGHAI
  • FIGURE 39: OPERATION CEREMONY OF API IN 2019
  • FIGURE 40: SAS
  • FIGURE 41: THINKONSEMI HQ IN JINZHOU, CHINA
  • FIGURE 42: THINKONSEMI 550MM SILICON WAFER (2020)
  • FIGURE 43: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
  • FIGURE 44: 2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
  • FIGURE 45: 2014-2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
  • FIGURE 46: YOY POLYSILICON (KG) CONSUMPTION ESTIMATES
  • FIGURE 47: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS
  • FIGURE 48: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022 (EU, TWD, RMB, KRW, JPY)

TABLES

  • TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
  • TABLE 2: IMF ECONOMIC OUTLOOK*
  • TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
  • TABLE 4: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
  • TABLE 5: 2022 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION
  • TABLE 6: TEL REVENUES BY END USER
  • TABLE 7: LEADING SILICON PARTS FABRICATION REVENUES
  • TABLE 8: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON PARTS FABRICATION
  • TABLE 9: SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
  • TABLE 10: SILICON MATERIAL AND PARTS FABRICATOR LISTING