晶圆厂设备市场：2024-2031：依应用、节点尺寸、技术和地区划分

晶圆製造设备市场评估 - 2024-2031

由于对日益复杂的微晶片的需求不断增长，晶圆厂设备市场正在迅速扩张。 5G、物联网、人工智慧和自动驾驶汽车的扩张推动了对先进半导体的需求，从而需要最尖端科技。预计到2024年，市场规模将超过863.8亿美元，到2031年将达到约1,516.5亿美元。

此外，资料中心和云端架构的扩展也需要高效能运算CPU，而这正是产业发展的驱动力。为了在瞬息万变的技术格局中保持竞争力，半导体公司正在大力投资扩大製造能力并采用最尖端科技。对经济高效的晶圆厂设备的需求日益增长，推动市场在2024年至2031年期间的复合年增长率达到8.04%。

晶圆製造设备市场：定义/概述

晶圆製造设备 (WFE) 是指用于製造半导体晶圆的工具和机器。这些机器对于半导体製造製程至关重要，执行光刻、蚀刻、沉淀和离子布植等关键操作。这些製程将原始硅晶圆转化为先进的微晶片和积体电路，广泛应用于从家用电子电器到复杂运算系统等各种领域。

对更小、更快、更有效率的半导体装置的持续需求，正在推动重大设备开发。极紫外线 (EUV)微影术等创新技术，能够进一步实现电路设计的微型化，以及自动化和人工智慧的进步，预计将提高晶圆製造的精度和效率。量子运算和 5G 等新兴技术的兴起，将推动对创新型 WFE 系统的需求，这些系统能够跟上下一代半导体装置日益复杂的发展。随着半导体产业的发展，WFE 将在推动技术进步和满足现代电子产品日益增长的需求方面发挥关键作用。

半导体晶圆厂投资增加是否会推动晶圆製造设备市场的发展？

半导体晶圆厂投资的增加预计将对晶圆厂设备市场产生重大影响。预计到2023年，全球半导体资本支出将从2022年的940亿美元增加至1,000亿美元，美国、中国和欧盟等主要国家正大力投资新建和升级製造设施。这些投资的增加将直接转化为对晶圆製造设备需求的成长，而晶圆製造设备是建造和现代化半导体製造设施所必需的。因此，半导体基础设施的扩张和进步预计将继续推动晶圆製造设备市场的成长。

半导体需求的不断成长推动了晶圆厂设备市场的发展。智慧型手机、平板电脑和笔记型电脑等电子设备需求的激增进一步推动了这一成长。为了满足日益增长的半导体需求，该行业需要更现代化、更有效率的晶圆厂设备，而这些技术对于扩大生产规模和开发半导体製造流程至关重要。半导体市场的蓬勃发展可能会立即增加对晶圆厂设备的需求。

高昂的设备成本将如何影响晶圆製造设备市场的成长？

设备成本的上涨在财务上限制一些製造商，尤其是中小企业和新兴国家的製造商，并阻碍了他们在晶圆厂设备市场的发展。随着半导体需求的成长和新晶圆厂的持续建设，对先进半导体製造设备的需求也在不断增长，但尖端晶圆製造设备所需的高昂成本可能会阻碍其采用或限制一些公司进入市场。预计资金雄厚的大型半导体製造商将继续投资这些关键技术，儘管高成本，但仍有可能支持市场扩张。

供应链中断会严重影响晶圆厂设备市场的成长。晶圆厂设备的生产和交货依赖复杂的全球供应链，其中包括关键零件、材料的采购和专业製造方法。关键材料供应延迟、运输问题以及地缘政治紧张局势等中断都可能导致设备生产和部署延迟。这可能会限制半导体工厂的扩张和升级，并限制整个晶圆厂设备产业的成长。因此，拥有一条富有弹性且可靠的供应链对于维持市场成长至关重要。

目录

第一章 引言

• 市场定义
• 市场区隔
• 调查方法

第二章执行摘要

• 主要发现
• 市场概况
• 市集亮点

第三章市场概况

• 市场规模和成长潜力
• 市场趋势
• 市场驱动因素
• 市场限制
• 市场机会
• 波特五力分析

第四章晶圆厂设备市场（依应用）

• 晶圆代工厂
• 记忆
• 集成设备製造商 (IDM)

第五章 晶圆製造设备市场（依晶圆尺寸）

• 150 mm
• 200 mm
• 300 mm
• 450 mm

6. 晶圆製造设备市场（依技术）

• 化学气相沉积（CVD）
• 物理气相淀积（PVD）
• 蚀刻
• 人工林
• 光刻
• 测量与检验

第七章区域分析

• 北美洲
• 美国
• 加拿大
• 墨西哥
• 欧洲
• 英国
• 德国
• 法国
• 义大利
• 亚太地区
• 中国
• 日本
• 印度
• 澳洲
• 拉丁美洲
• 巴西
• 阿根廷
• 智利
• 中东和非洲
• 南非
• 沙乌地阿拉伯
• 阿拉伯聯合大公国

第八章市场动态

• 市场驱动因素
• 市场限制
• 市场机会
• COVID-19 市场影响

第九章 竞争态势

• 主要企业
• 市占率分析

第十章：公司简介

• Applied Materials, Inc.
• ASML
• Tokyo Electron Limited（TEL）
• Lam Research Corporation
• KLA Corporation
• Dainippon Screen Manufacturing Co., Ltd.
• Hitachi High-Technologies Corporation
• Nikon Corporation
• Hitachi Kokusai Electric, Inc.
• Advantest Corporation

第十一章 市场展望与机会

• 新兴技术
• 未来市场趋势
• 投资机会

第十二章 附录

• 简称列表
• 来源和参考文献

Wafer Fab Equipment Market Valuation - 2024-2031

The wafer fab equipment market is expanding rapidly as a result of the rising demand for sophisticated microchips. The expansion of 5G, IoT, AI, and self-driving vehicles is increasing the demand for sophisticated semiconductors, necessitating cutting-edge technology. The market size surpass USD 86.38 Billion valued in 2024 to reach a valuation of around USD 151.65 Billion by 2031.

Furthermore, the growing data center and cloud architecture necessitate high-performance computing CPUs, which fuels the industry. To remain competitive in this fast-changing technological landscape, semiconductor firms are investing considerably in expanding manufacturing capacity and implementing cutting-edge technology. The rising demand for cost-effective and efficient Wafer Fab Equipment is enabling the market grow at a CAGR of 8.04% from 2024 to 2031.

Wafer Fab Equipment Market: Definition/ Overview

Wafer Fab Equipment (WFE) refers to the tools and machinery used in the production of semiconductor wafers. These devices are essential to the semiconductor manufacturing process, performing important activities such as photolithography, etching, deposition, and ion implantation. WFE uses these methods to convert raw silicon wafers into advanced microchips and integrated circuits, which are used in anything from consumer electronics to complicated computing systems.

The continued desire for smaller, quicker, and more efficient semiconductor devices is driving substantial developments in equipment. Innovations such as extreme ultraviolet (EUV) lithography, which allows for even smaller circuit designs, as well as advances in automation and artificial intelligence, are projected to improve wafer fabrication precision and efficiency. The rise of upcoming technologies like as quantum computing and 5G will raise the demand for innovative WFE systems that can handle the increased complexity of next-generation semiconductor devices. As the semiconductor industry evolves, WFE will play an important role in enabling technological advancement and satisfying the expanding demands of modern electronics.

Will the Increasing Investment in Semiconductor Fabs Drive the Wafer Fab Equipment Market?

Increasing investment in semiconductor fabs will considerably impact the wafer fab equipment market. As global semiconductor capital investment is predicted to reach a new high of USD100 Billion in 2023, up from USD 94 Billion in 2022, major economies such as the United States, China, and the European Union are investing extensively in new and improved fabrication facilities. This increase in investment directly translates into higher demand for wafer fab equipment, which is required for the construction and modernization of semiconductor manufacturing facilities. As a result, the expansion and advancement of semiconductor infrastructure will continue to drive growth in the wafer fab equipment market.

The rising semiconductor demand will propel the wafer fab equipment market. The spike in demand for electronic gadgets such as smartphones, tablets, and laptop computers is driving this growth. To fulfill the growing demand for semiconductors, the industry needs more modern and efficient wafer fabrication equipment, making these technologies critical for scaling production and developing semiconductor manufacturing processes. The rising semiconductor market will immediately increase the need for wafer fab equipment.

How will the High Equipment Costs Impact the Growth of the Wafer Fab Equipment Market?

High equipment costs hinder the growth of the wafer fab equipment market by posing financial constraints for some manufacturers, particularly smaller or developing businesses. While the demand for advanced semiconductor production equipment is expanding as semiconductor demand rises and new fabs are built, the significant expenditure required for cutting-edge wafer fab equipment may hinder acceptance or limit market access for some organizations. Larger semiconductor makers with deep financial resources are anticipated to continue investing in these important technologies, potentially boosting market expansion despite the high costs.

Supply chain disruptions can have a substantial impact on the growth of the wafer fab equipment market. The production and delivery of wafer fab equipment are dependent on a complex worldwide supply chain that includes the procurement of crucial components, materials, and specialized manufacturing methods. Disruptions, such as delays in the availability of critical materials, transportation issues, or geopolitical tensions, can cause delays in equipment manufacturing and deployment. This can restrict the expansion and upgrade of semiconductor fabs, limiting the overall growth of the wafer fab equipment industry. Having a resilient and reliable supply chain is thus essential for maintaining market growth.

Category-Wise Acumens

Does the Increasing Complexity of Chip Designs Propel the Foundry Segment for the Wafer Fab Equipment Market?

The foundry segment now leads the wafer fab equipment market. The foundry section of the wafer fab equipment market will grow as chip designs become more complex. As chip designs get more complicated, with smaller nodes and more densely packed transistors, there is a higher need for innovative manufacturing technologies capable of meeting these rigorous requirements. To preserve their competitive edge and meet the demands of next-generation devices, foundries that specialize in generating these cutting-edge semiconductor designs for diverse corporations must invest in the most up-to-date wafer fabrication equipment. The demand for more powerful, energy-efficient, and smaller chips in applications such as AI, 5G, and high-performance computing is driving foundries to expand their capabilities, resulting in growth in the wafer fab equipment market.

High equipment investment will propel the foundry section of the wafer fab equipment market. Foundries, that manufacture chips for a variety of companies, must invest considerably in modern wafer fab technology to suit their customers' wide and changing expectations. As these customers want increasingly sophisticated and high-performance chips, foundries must ensure that they have the most modern and efficient equipment to develop cutting-edge designs. This enormous investment in cutting-edge technology not only allows foundries to remain competitive but also promotes growth in the wafer fab equipment market, where demand for advanced manufacturing capabilities is increasing.

Will the Advancements in Etching Techniques let the Etching Segment Lead the Wafer Fab Equipment Market?

Etching is a leading segment of the wafer fab equipment market. Advanced etching techniques will propel the etching section of the wafer fabrication equipment market. As semiconductor devices get increasingly complicated and smaller, the precision required to create detailed patterns on wafers is essential. Advanced etching techniques, such as deep reactive ion etching (DRIE) and atomic layer etching (ALE), allow for the precise and controlled fabrication of finer features, which is critical for next-generation circuits used in AI, 5G, and quantum computing. The growing need for these high-precision techniques is leading manufacturers to invest in cutting-edge etching equipment, resulting in growth in the etching section of the wafer fab equipment market.

The complexity and miniaturization of semiconductors will propel the etching section of the wafer fab equipment market. As semiconductor designs become more detailed and have smaller geometries, there is a greater need for sophisticated etching equipment capable of perfectly carving out these tiny, complex structures on wafers. This strong need for improved etching technology is critical for developing the next generation of chips for applications such as AI, 5G, and high-performance computing. The etching market is likely to expand, driven by the requirement to fulfill the demands of current chip manufacturing.

Gain Access into Wafer Fab Equipment Market Report Methodology

Country/Region-wise Acumens

Will the Manufacturing Hub in the Asia Pacific Expand the Wafer Fab Equipment Market?

The Asia-Pacific region is now the market leader in the wafer fab equipment market. The manufacturing center in Asia Pacific will drive the wafer fabrication equipment market. The region's supremacy in the global semiconductor sector, led by Taiwan, South Korea, and China, has played a significant role in this expansion. In 2022, Asia Pacific accounted for more than 60% of the worldwide semiconductor market. The growing demand for semiconductor devices, spurred by the widespread usage of smartphones, tablets, and other electronics, is increasing the demand for sophisticated wafer fabrication equipment. Furthermore, considerable investments of more than USD 100 Billion in semiconductor production capacity, together with strong R&D capabilities in countries such as China, Japan, and South Korea, are boosting demand for cutting-edge wafer fab technology. These considerations demonstrate Asia Pacific's vital role in defining the worldwide wafer fab equipment market.

Massive investments in the Asia-Pacific region will propel the wafer fabrication equipment industry. The region's significant proportion of worldwide semiconductor capital expenditure, which will exceed 60% in 2022 demonstrates its industry leadership. These investments, which surpass USD 100 Billion, enable the development and upgrading of semiconductor production facilities, generating demand for advanced wafer fabrication equipment. The region's emphasis on R&D, as seen by its high number of semiconductor-related patents and research papers, bolsters this demand by encouraging technical innovation.

Will Government Support in North America Lead the Wafer Fab Equipment Market?

North America is experiencing the fastest growth in the wafer fab equipment market. Government backing in North America will fuel the wafer fab equipment market. The Biden administration's CHIPS and Science Act, which invests more than USD 50 Billion in semiconductor production, is an essential driver, motivating significant investments in new fabs and modernization activities. This assistance, which includes tax credits and grants, is expected to attract more than USD 200 Billion in private investment, boosting demand for advanced wafer fabrication equipment.

The Semiconductor Industry Association (SIA) estimates a USD 150 Billion investment in new facilities and equipment, indicating that the US semiconductor industry is prepared for development, resulting in job creation and a stronger position in the global supply chain. This expansion is being fueled by government efforts, rising semiconductor demand, and the region's commitment to technological advancement.

North America's technical supremacy will boost the wafer fab equipment market. The United States, a significant participant in the region, led the globe in semiconductor-related patents in 2022, accounting for more than 30% of the total, demonstrating its strong emphasis on research and development (R&D). With an annual R&D investment of over USD 40 Billion, the United States is at the forefront of semiconductor technology. Driven by technological breakthroughs and increase in demand for advanced devices.

The CHIPS and Science Act, which allocates more than USD 50 Billion for domestic semiconductor manufacturing and R&D, is expected to draw significant private investment, boosting technological capabilities and raising demand for sophisticated wafer fab equipment. This combination of innovation and government assistance positions the North American wafer fabrication equipment market for sustained growth.

Competitive Landscape

The wafer fab equipment market is a dynamic and competitive space, characterized by a diverse range of players vying for market share. These players are on the run for solidifying their presence through the adoption of strategic plans such as collaborations, mergers, acquisitions, and political support.

The organizations are focusing on innovating their product line to serve the vast population in diverse regions. Some of the prominent players operating in the wafer fab equipment market include:

• Applied Materials, Inc.
• ASML
• Tokyo Electron Limited (TEL)
• Lam Research Corporation
• KLA Corporation
• Dainippon Screen Manufacturing Co., Ltd.
• Hitachi High-Technologies Corporation
• Nikon Corporation
• Hitachi Kokusai Electric, Inc.
• Advantest Corporation

Latest Developments

• In March 2023, Global fab equipment spending for front-end facilities is predicted to reduce by 22% to USD 76 Billion in 2023, from a record high of USD 98 Billion in 2022.

Wafer Fab Equipment Market, By Category

• Application:
• Foundry
• Memory
• Integrated device manufacturer (IDM)
• Node Size:

150 mm

200 mm

300 mm

450 mm

• Technology:
• Automatic Layer Deposition
• Chemical Vapor Deposition
• Etching
• Oxidation
• Region:
• North America
• Europe
• Asia-Pacific
• South America
• Middle East & Africa

TABLE OF CONTENTS

1. Introduction

• Market Definition
• Market Segmentation
• Research Methodology

2. Executive Summary

• Key Findings
• Market Overview
• Market Highlights

3. Market Overview

• Market Size and Growth Potential
• Market Trends
• Market Drivers
• Market Restraints
• Market Opportunities
• Porter's Five Forces Analysis

4. Wafer Fab Equipment Market, By Application

• Foundry
• Memory
• Integrated device manufacturer (IDM)

5. Wafer Fab Equipment Market, By Wafer Size

• 150 mm
• 200 mm
• 300 mm
• 450 mm

6. Wafer Fab Equipment Market, By Technology

• Chemical vapor deposition (CVD)
• Physical vapor deposition (PVD)
• Etching
• Implantation
• Lithography
• Metrology and inspection

7. Regional Analysis

• North America
• United States
• Canada
• Mexico
• Europe
• United Kingdom
• Germany
• France
• Italy
• Asia-Pacific
• China
• Japan
• India
• Australia
• Latin America
• Brazil
• Argentina
• Chile
• Middle East and Africa
• South Africa
• Saudi Arabia
• UAE

8. Market Dynamics

• Market Drivers
• Market Restraints
• Market Opportunities
• Impact of COVID-19 on the Market

9. Competitive Landscape

• Key Players
• Market Share Analysis

10. Company Profiles

• Applied Materials, Inc.
• ASML
• Tokyo Electron Limited (TEL)
• Lam Research Corporation
• KLA Corporation
• Dainippon Screen Manufacturing Co., Ltd.
• Hitachi High-Technologies Corporation
• Nikon Corporation
• Hitachi Kokusai Electric, Inc.
• Advantest Corporation

11. Market Outlook and Opportunities

• Emerging Technologies
• Future Market Trends
• Investment Opportunities

12. Appendix

• List of Abbreviations
• Sources and References