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全球硅晶圆市场（重要材料），2024～2025年
市场调查报告书
商品编码
1498835

全球硅晶圆市场（重要材料），2024～2025年

Silicon Wafers Market Report 2024-2025 (Critical Materials Report)
出版日期: | 出版商: TECHCET | 英文 204 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环境和供应链。它还包括有关主要供应商、材料供应链中的问题和趋势、供应商市场份额估计和预测以及材料细分市场预测的资讯。

目录

第1章 摘要整理

第2章 调查范围、目的、手法

第3章 半导体产业:市场现状与展望

  • 世界经济与展望
    • 半导体产业和世界经济的关联
    • 半导体的销售额成长
    • 台湾的外包製造商月销售趋势
  • 晶片的销售趋势:电子各产品区隔
    • 电子产品的展望
    • 汽车产业的展望
    • 智慧型手机的展望
    • PC的展望
    • 伺服器/IT市场
  • 半导体製造的成长与扩大
    • 在晶片扩张方面投入巨资
    • 美国新厂
    • 全球工厂扩编推动成长
    • 资本投资趋势
    • 先进逻辑技术路线图
    • 工厂投资评估
  • 政策与贸易的趋势与影响
  • 半导体材料概要
    • 晶圆的投入数量:未来预测（～2028年）
    • 材料市场预测（～2028年）

第4章 硅晶圆市场趋势

  • 硅晶圆市场趋势:概要
    • 硅晶圆市场（2023年）:2024年的关联
    • 硅晶圆市场展望
  • 主要供应商的硅晶圆的生产能力
    • 硅晶圆的生产能力:各地区
  • 硅晶圆的扩张与投资:概要
    • 硅晶圆的扩张与投资:发表
    • 硅晶圆的扩张与投资:评论
  • 硅晶圆的供需平衡:概要
    • 供需平衡:300mm硅晶圆
    • 供需平衡:200mm硅晶圆
    • 供需平衡:300mm硅、磊晶（EPI）晶圆
  • 价格趋势
  • 技术趋势/技术促进因素:概要
    • 硅晶圆的一般的技术概要
    • 硅晶圆技术趋势
    • 特殊/新硅晶圆和那个用途
  • 地区性的考虑
    • 地区的方面与推动因素
  • EHS和贸易/物流的问题
    • EHS（环境、健康、安全）问题
    • 贸易/物流问题
  • 硅晶圆市场趋势相关分析师的评估

第5章 主要晶圆供应商趋势

  • 硅晶圆的市场占有率
    • 供应商的活动和营收报告（近期季度）
    • 前几名供应商5公司的活动和营收报告（近期季度）
    • 现在季活动- 信越化学
    • 近期的季间的活动:SUMCO
    • 近期的季间的活动:GLOBALWAFERS
    • 近期的季间的活动:SILTRONIC
    • 近期的季间的活动:SK SILTRON
  • 併购 (M&A) 活动与合作伙伴关係 - 无
  • 工厂封闭
  • 新加入企业
  • 供应商或零件/产品线面临停产风险
  • 对硅晶圆、供应商的分析师的评估

第6章 低阶供应链:多晶硅

  • 低阶（次级）供应链:供应商和市场概要
    • 多晶硅市场背景
    • 多晶硅市场趋势
    • 多晶硅:工业用 vs 半导体等级
    • 半导体等级多晶硅的需求
    • 低阶供应链:多晶硅市场占有率
    • 半导体等级多晶硅的供应商与扩张计划
    • 半导体等级多晶硅的扩张计划和最新形势
  • 低阶供应链:阻碍（混乱）
  • 低阶供应链:M&A、伙伴关係活动
  • 低阶供应链:EHS和物流的问题
  • 低阶供应链: "新" 参与企业
  • 低阶供应链工厂的最新资讯
  • 低阶供应链工厂的封闭
  • 低阶供应链趋势
  • 对低阶供应链的分析师的评估

第7章 供应商的简介

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • 其他20公司以上

第8章 附录

This report covers the market landscape and supply-chain for silicon wafers used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

Silicon wafers are the fundamental starting point for nearly all semiconductor device fabrication. As such, the criticality of the role that this material plays in the semiconductor supply chain is hard to refute and is treated as such accordingly in this Critical Materials Reports(TM).

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

  • 1.1 SILICON WAFER BUSINESS - MARKET OVERVIEW
  • 1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
  • 1.3 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
  • 1.4 SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
  • 1.5 SILICON WAFER SEGMENT TRENDS
  • 1.6 TECHNOLOGY TRENDS
  • 1.7 COMPETITIVE LANDSCAPE
  • 1.8 MOST RECENTLY REPORTED QUARTERLY FINANCIALS OF TOP- 5
  • 1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
  • 1.10 ANALYST ASSESSMENT OF SILICON WAFERS

2 SCOPE, PURPOSE AND METHODOLOGY

  • 2.1 SCOPE
  • 2.2 METHODOLOGY
  • 2.3 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

  • 3.1 WORLDWIDE ECONOMY AND OUTLOOK
    • 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
    • 3.1.2 SEMICONDUCTOR SALES GROWTH
    • 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
  • 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
    • 3.2.1 ELECTRONICS OUTLOOK
    • 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK
      • 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
      • 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
    • 3.2.3 SMARTPHONE OUTLOOK
    • 3.2.4 PC OUTLOOK
    • 3.2.5 SERVERS / IT MARKET
  • 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
    • 3.3.2 NEW FABS IN THE US
    • 3.3.3 WW FAB EXPANSION DRIVING GROWTH
    • 3.3.4 EQUIPMENT SPENDING TRENDS
    • 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS
      • 3.3.5.1 DRAM TECHNOLOGY ROADMAPS
      • 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS
    • 3.3.6 FAB INVESTMENT ASSESSMENT
  • 3.4 POLICY & TRADE TRENDS AND IMPACT
  • 3.5 SEMICONDUCTOR MATERIALS OVERVIEW
    • 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028
    • 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028

4 SILICON WAFER MARKET TRENDS

  • 4.1 SILICON WAFERS MARKET TRENDS - OUTLINE
    • 4.1.1 2023 SILICON WAFER MARKET LEADING INTO 2024
    • 4.1.2 SILICON WAFER MARKET OUTLOOK
      • 4.1.2.1 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
      • 4.1.2.2 SILICON WAFER 5-YEAR EPI UNIT SHIPMENT FORECAST BY DIAMETER
      • 4.1.2.3 SILICON WAFER 2024 SHIPMENT FORECAST BY DIAMETER
      • 4.1.2.4 SILICON WAFER 5-YEAR REVENUE FORECAST INCLUDING SOI
  • 4.2 SILICON WAFER PRODUCTION CAPACITY OF TOP SUPPLIERS
    • 4.2.1 SILICON WAFER CAPACITY / PRODUCTION BY REGION
  • 4.3 SILICON WAFER EXPANSIONS AND INVESTMENTS- OVERVIEW
    • 4.3.1 SILICON WAFER EXPANSIONS AND INVESTMENTS- ANNOUNCEMENTS
    • 4.3.2 SILICON WAFER EXPANSIONS AND INVESTMENTS - COMMENTS
  • 4.4 SILICON WAFER SUPPLY VS. DEMAND BALANCE - OVERVIEW
    • 4.4.1 SUPPLY VS. DEMAND BALANCE - 300MM SILICON WAFERS
    • 4.4.2 SUPPLY VS. DEMAND BALANCE - 200MM SILICON WAFERS
    • 4.4.3 SUPPLY VS. DEMAND BALANCE - 300MM SILICON EPI WAFERS
  • 4.5 PRICING TRENDS
  • 4.6 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
    • 4.6.1 SILICON WAFER GENERAL TECHNOLOGY OVERVIEW
    • 4.6.2 SILICON WAFER TECHNOLOGY TRENDS
    • 4.6.3 SPECIALTY/EMERGING SILICON WAFER AND APPLICATIONS
  • 4.7 REGIONAL CONSIDERATIONS
    • 4.7.1 REGIONAL ASPECTS AND DRIVERS
  • 4.8 EHS AND TRADE/LOGISTIC ISSUES
    • 4.8.1 EHS ISSUES
    • 4.8.2 TRADE/LOGISTICS ISSUES
  • 4.9 ANALYST ASSESSMENT OF SILICON WAFER MARKET TRENDS

5 ACTIVITY OF LEADING WAFER SUPPLIERS

  • 5.1 SILICON WAFER MARKET SHARE
    • 5.1.1 CURRENT QUARTER - SUPPLIERS' ACTIVITIES & REPORTED REVENUES
    • 5.1.2 CURRENT QUARTER TOP-5 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
    • 5.1.3 CURRENT QUARTER ACTIVITY - SHIN ETSU
    • 5.1.4 CURRENT QUARTER ACTIVITY - SUMCO
    • 5.1.5 CURRENT QUARTER ACTIVITY - GLOBALWAFERS
    • 5.1.6 CURRENT QUARTER ACTIVITY - SILTRONIC
    • 5.1.7 CURRENT QUARTER ACTIVITY - SK SILTRON
  • 5.2 M&A ACTIVITY AND PARTNERSHIPS - NONE
  • 5.3 PLANT CLOSURES
  • 5.4 NEW ENTRANTS
  • 5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
  • 5.6 TECHCET ANALYST ASSESSMENT OF SILICON WAFER SUPPLIERS

6 SUB TIER SUPPLY-CHAIN, POLYSILICON

  • 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
    • 6.1.1 POLYSILICON MARKET BACKGROUND
    • 6.1.2 POLYSILICON MARKET TRENDS
    • 6.1.3 POLYSILICON - INDUSTRIAL 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 & EXPANSION PLANS
    • 6.1.7 SEMICONDUCTOR-GRADE POLYSILICON EXPANSION PLANS &NEWS
  • 6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
  • 6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP 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 PLANT UPDATES
  • 6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
  • 6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS
  • 6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • ...and 20+ more

8 APPENDIX

  • 8.1 INVESTMENT ANNOUNCEMENTS - SUPPLEMENTAL
  • 8.2 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
  • 8.3 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
  • 8.4 CHINA IMPACT ON GLOBAL 200 MM SUPPLY
  • 8.5 SIC WAFERS - SUPPLEMENTAL
  • 8.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS - SUPPLEMENTAL

LIST OF FIGURES

  • FIGURE 1.1: SILICON WAFER AREA SHIPMENT FORECAST
  • FIGURE 1.2: SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
  • FIGURE 1.3: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE TOP 3 VS. TOP 5
  • FIGURE 1.4: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 1.5: COMBINED REVENUES OF SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON
  • FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
  • FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 3.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)
  • FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES(IN MILLIONS OF UNITS)
  • FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
  • FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES
  • FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
  • FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2022-2027
  • FIGURE 3.12: FAB EXPANSIONS WITHIN THE US
  • FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
  • FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
  • FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW
  • FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
  • FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024
  • FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
  • FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
  • FIGURE 4.1: SILICON WAFER AREA SHIPMENT FORECAST
  • FIGURE 4.2: SILICON EPI WAFER AREA SHIPMENT FORECAST
  • FIGURE 4.3: SILICON WAFER QUARTERLY SHIPMENT FORECAST
  • FIGURE 4.4: SILICON WAFER REVENUE FORECAST
  • FIGURE 4.5: SILICON WAFER SUPPLIER SHARE OF 300MM CAPACITY
  • FIGURE 4.6: 300MM SILICON WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 4.7: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 4.8: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST,CHINA IMPACT
  • FIGURE 4.9: 300MM SILICON EPI WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 4.10: WORLDWIDE SILICON WAFER ASP TREND
  • FIGURE 4.11:NWORLDWIDE SILICON WAFER ASP TREND BY DIAMETER
  • FIGURE 4.12: SPECIALTY/EMERGING SILICON WAFER APPLICATIONS
  • FIGURE 4.13: 2023 SILICON WAFER REVENUE SHARE BY REGION (COMPANY HQ)
  • FIGURE 5.1: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 5.2: SILICON WAFER MAKERS' QUARTERLY COMBINED SALES (INCLUDES SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON)
  • FIGURE 5.3: SHIN ETSU CURRENT QUARTER FINANCIALS
  • FIGURE 5.4: #2 SUMCO CURRENT QUARTER FINANCIALS
  • FIGURE 5.5: GLOBALWAFERS CURRENT QUARTER FINANCIALS
  • FIGURE 5.6: SILTRONIC CURRENT QUARTER FINANCIALS
  • FIGURE 5.7: SK SILTRON CURRENT QUARTER FINANCIALS
  • FIGURE 5.8: AN AERIAL VIEW OF SILTRONIC'S BURGHAUSEN FACILITY
  • FIGURE 6.1: POLYSILICON DEMAND SEMICONDUCTOR VS. PHOTOVOLTAIC APPLICATIONS
  • FIGURE 6.2: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR SILICON WAFERS (SEMICONDUCTOR APPLICATIONS)
  • FIGURE 6.3: UFLPA ENFORCEMENT METRICS SINCE IMPLEMENTATION OF THE ACT
  • FIGURE 6.4: PRICE TREND OF PV POLYSILICON
  • FIGURE 8.1: SIC WAFERING

LIST OF TABLES

  • TABLE 1.1: SILICON WAFER GROWTH OVERVIEW
  • TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
  • TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)
  • TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
  • TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
  • TABLE 4.1: ESTIMATED 300MM SILICON SHARE BY SUPPLIER
  • TABLE 4.2: SILICON WAFER SUPPLIER MANUFACTURING LOCATIONS
  • TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 SILICON WAFER SUPPLIER INVESTMENTS
  • TABLE 4.4: REGIONAL SILICON WAFER MARKETS
  • TABLE 4.5: REGIONAL SILICON WAFER MARKETS, CONTINUED
  • TABLE 5.1: MOST RECENT QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
  • TABLE 6.1: ESTIMATED 2023 POLYSILICON SUPPLIER RANKING
  • TABLE 6.2: SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
  • TABLE 8.1: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS
  • TABLE 8.2: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS, CONTINUED
  • TABLE 8.3: CHINA WAFER SUPPLIER 300 MM STATUS
  • TABLE 8.4: CHINA WAFER SUPPLIER 300 MM STATUS, CONTINUED
  • TABLE 8.5: CHINA WAFER SUPPLIER 200 MM STATUS
  • TABLE 8.6: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS
  • TABLE 8.7: EG POLYSILICON SUPPLIERS IN CHINA