半導體製造用水：市場趨勢和預測 (2023-2030)

隨著全球供應鏈停滯，半導體製造商正在加速生產以滿足芯片供應。 到 2030 年，5730 億美元的半導體產業預計將超過 1 萬億美元，這主要是由於 CE 產品和汽車行業的需求激增。 隨著半導體製造廠每天使用數百萬加侖的水，隨著半導體行業的迅速擴張，水的需求和支出尤為重要。

本報告考察了半導體製造用水市場，分析了全球半導體製造趨勢、半導體製造用水現狀、影響因素、CAPEX/OPEX、用水量預測和增長機會等。

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內容

市場驅動因素和趨勢

• 世界半導體製造業：按地區
• 關鍵政策促進半導體投資
• 全球半導體行業：為近期增長做好準備
• 用水：關注製造過程
• 製造工藝用水
• 計劃中的半導體設施
• 缺水風險威脅著半導體製造

市場展望

• 預測方法
• 資本支出/運營支出細目
• 用水量的同比變化：按地區
• 全球半導體製造在水管理方面的支出
• 按輸入類別劃分的全球半導體用水支出
• 美國 CHIPS 法案：促進用水
• 激勵措施促進亞洲半導體製造用水的消耗和使用
• 關鍵指標：影響供水商的機會
• 半導體用水匯總：按國家/地區分類

新機遇

• 半導體代工市場集中在主要公司
• 提高運營效率的用水目標
• 由於推廣 ESG 舉措，重複利用項目有所增加
• 提高用水效率有助於降低運營成本

In the wake of global supply chain bottlenecks, semiconductor manufacturers are accelerating production to meet chip quotas. The US$573 billion semiconductor industry is expected to exceed US$1 trillion by 2030, primarily driven by soaring demand from the consumer electronics and automotive sectors.

In the rapid expansion of the semiconductor industry, water requirements and expenditures are particularly relevant since a fabrication plant uses millions of gallons of water per day. For water solutions providers, opportunity is present on the treatment side, as ultrapure water is a required input. Additionally, the large water footprints of facilities increase the attractiveness of reuse solutions.

This report lays out Bluefield's 2023-2030 forecast for capital expenditures (CAPEX) and operating expenditures (OPEX). The forecast focuses on water usage, geographic differences, and key opportunities.

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Table of Contents

Market Drivers & Trends

• Global Semiconductor Production by Geography
• Critical Policies Boost Semiconductor Investments
• The Global Semiconductor Sector Poised for Near-Term Growth
• Water Usage Concentrated in the Fabrication Process
• Process Water for Fabrication
• Planned Semiconductor Facilities
• Water Scarcity Risks Threaten Semiconductor Production

Market Outlook

• Forecast Methodology
• Breaking Down Capital and Operating Expenditures
• Year-over-Year Water Usage by Region
• Global Water Management Spending for Semiconductor Fabrications
• Global Water Spend for Semiconductors by Input Category
• U.S. CHIPS Act Propels Water Spend
• Incentives Drives Water Spend and Usage for Semiconductors in Asia
• Key Metrics Influence Opportunities for Water Providers
• Water for Semiconductor Overview by Country

Emerging Opportunities

• Semiconductor Foundry Market Concentrated in Leading Companies
• Water Goals Set to Enhance Operational Efficiency
• Push for ESG Initiatives Increases Reuse Projects
• Improving Water Efficiency Aids Operational Cost Savings