全球大硅片市场分析（2023年）

2022年起，全球半导体产业成长将明显放缓，进入调整週期。 这一趋势主要是由于消费性电子产业的需求下降以及依赖硅晶圆的下游晶片製造商的库存增加所致。 受此影响，硅晶圆产业也正在进行库存调整，季度出货量减少。 预计2023年硅片出货量较上年下降约2-3%。

然而，展望未来，出现了復苏的迹象。 随着下游客户库存水准稳定以及生产利用率提高，硅片市场可望復苏。 到2026年，硅片总需求预计将超过170亿平方英吋。 在人工智慧、电动车和物联网新兴应用的推动下，这种成长预计在 12 吋大硅片类别中尤其明显。 到 2026 年，该细分市场的市场需求预计每月将超过 1,100 万台，凸显该产业的显着復苏。

本报告分析了全球大硅片市场的最新情况并预测了未来的供需趋势。

目录

第一章终端用户需求低迷导致硅片出货量下降

第二章硅片库存调整阶段：大硅片或将大幅反弹

第三章中国厂商进步，硅片市场稳定展望

第 4 章 TRI 的观点

(1)硅片需求呈现復苏趋势，库存调整将持续

（2）中国厂商崛起，大硅片市场将稳定

Since 2022, the global semiconductor industry has seen a notable slowdown in growth, entering a cycle of adjustment. This trend is largely attributed to reduced demand from the consumer electronics sector, leading to rising inventories at downstream chip makers dependent on silicon wafers. Consequently, the silicon wafer industry is also experiencing a period of inventory adjustment, marked by a decline in quarterly shipments. For 2023, an estimated YoY decrease of approximately 2-3% in silicon wafer shipment volume is anticipated.

Looking to the future, however, there are signs of a potential rebound. As inventory levels among downstream customers stabilize and production capacity utilization improves, the silicon wafer market is expected to recover. By 2026, the overall demand for silicon wafers is predicted to exceed 17 billion square inches. This growth is expected to be particularly pronounced in the 12" large-size silicon wafer category, fueled by emerging applications in AI, EV, and the IoT. Market demand for this segment is forecasted to surpass 11 million pieces per month by 2026, highlighting a significant resurgence in the sector.

Table of Contents

1. Weak End-User Demand Leads to Decline in Silicon Wafer Shipments

2. Inventory Adjustment Phase for Silicon Wafers, with Significant Rebound Potential for Large-Size Wafers

3. The Silicon Wafer Market Expected to Stabilize as Chinese Manufacturers Striving to Break Through

4. TRI's View

(1) Ongoing inventory adjustments to continue as silicon wafer demand set for a rebound

(2) Stability in the large silicon wafer market, with Chinese manufacturers rapidly emerging