全球半導體前端設備市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

半導體前端設備市場預計在預測期內 (2023-2028) 的複合年增長率為 8.34%。

從空白晶圓到成品晶圓的製造稱為前端半導體製造。 晶片在許多預處理過程中旋轉。 由於無線技術 (5G) 和人工智能等技術轉型，智能手機和汽車應用等家用電器的應用正在推動半導體行業的發展。

主要亮點

• 半導體前端設備市場的推動因素包括半導體製造設備需求增加、半導體行業增長、電動和混合動力汽車對半導體組件的需求增加以及未來 AI 驅動對 AI 芯片的需求激增工作負載和應用程序。它是驅動力。
• 隨著汽車、醫療設備、智能小工具、智能家居和可穿戴設備等產品的不斷發展，半導體集成無處不在。 此外，消費者對掌上電腦的需求正在推動半導體單芯片集成的趨勢。 在這種情況下，支持將半導體集成到單個芯片中的半導體製造設備。
• 根據 SEMI 於 2021 年 6 月發布的一份報告，半導體製造商將在 2021 年開始建造 19 座新的大批量晶圓廠，併計劃在 2022 年再建造 10 座。 晶圓廠的增加主要是由於通信、計算、醫療保健、在線服務和汽車等各種應用對芯片的需求增加。
• 亞太地區汽車半導體行業的快速擴張預計將受到電動汽車需求增加的推動。 汽車製造商必須不斷創新、創造和開發自動駕駛汽車，並且已經在領先的汽車製造國家擁有許多客戶。
• 半導體製造過程受到圖案複雜性和功能缺陷的阻礙。 半導體製造必須使用無塵室和無塵設備。 一小塊灰塵就會干擾整個製造過程，給企業造成巨大損失。 此外，由於生產問題導致交貨延遲，訂單可能會被取消或客戶可能會更換其他供應商。
• 此外，在這種情況下，直到 2022 年上半年，汽車半導體仍將是汽車市場的製約因素，但如果沒有意外停產或半導體製造出現問題，下半年供應將逐漸改善。看起來

半導體前端製程設備市場趨勢

不斷增長的消費電子產品需求提振了製造業前景

• 智能手機消耗的半導體最多。 消費電子 (CE) 是一個價值數十億美元的產業，它不斷發展和改進其技術，隨著生活方式的改變增加新的產品線。 由於物聯網，各種最終用戶部門正在迅速採用創新解決方案來改善他們的運營。
• 近年來，智能手機市場競爭非常激烈。 手機的使用預計將繼續增加並引領全球市場。 據愛立信稱，智能手機設備的全球月度數據流量預計將從 2019 年的 32 艾字節增長到 2026 年的 221 艾字節。
• 美國政府呼籲在 2021 年提供 500 億美元的資金來支持國內芯片製造。 台積電正在考慮向其亞利桑那州芯片廠投入比此前宣布的多數百億美元的計劃。 台積電很可能與英特爾公司和三星電子競爭美國政府的建廠補貼。
• 2021 年 3 月，英特爾承諾在亞利桑那州新建兩家製造工廠（晶圓廠）。 這一消息發布之際，人們擔心全球芯片短缺正在拖慢從汽車到電子等行業的發展，而且美國在半導體製造方面正在落後。 該代工廠準備生產各種芯片，包括用於移動設備的基於 ARM 技術的芯片，並且歷來與英特爾支持的 x86 技術競爭。
• 由於消費者需求不斷增長，聯想於 2021 年 9 月宣布打算擴大其在印度的各種產品類別的製造能力，包括個人電腦、筆記本電腦和智能手機。 2022 年 3 月，Reliance 表示將投資 2.2 億美元與在美國上市的 Sanmina Corp 成立合資企業，在亞洲國家生產電子產品。

亞太地區有望創下最快增長

• 亞太地區是全球半導體代工廠佔比最高的地區，台積電、三星電子等大公司紛紛進入該地區。 台灣、韓國、日本和中國在該地區佔有很大份額。
• 中國有一個非常雄心勃勃的半導體議程。 它以1500億美元為後盾，計劃發展國內集成電路產業，生產更多芯片。 包括香港、中國大陸和台灣在內的大中華區是一個地緣政治熱點。 美中貿易戰加劇了所有主要工藝技術所在地區的緊張局勢，迫使許多中國公司投資半導體代工廠。
• 過去幾年，印度在全球電子系統製造業中所佔份額顯著增長。 技術轉型，例如 5G 網絡和物聯網的部署，正在加速電子產品的採用。 “數字印度”和“智慧城市”計劃等舉措推動了電子行業對物聯網的需求，開創了電子產品的新時代。
• 根據印度政府國家投資促進和促進局的公告，到 2014 財年，印度的電子市場預計將達到 3000 億美元。 分析認為，這將是半導體行業的一大商機。

半導體前端設備市場競爭分析

半導體前端設備市場已經成熟，只有少數主要參與者負責大部分收入、利潤和增長。 在這個行業中競爭所需的高研發投資和資本支出增加了公司的專業化程度。 主要參與者包括 Applied Materials Inc.、ASML Holding Semiconductor Company 和 KLA Corporation。 主要進展如下。

• 2021 年 8 月 - Lam Research Corporation 宣佈在馬來西亞峇都加灣開設其最大的工廠，以擴大其全球製造能力。 新的製造基地將使 Lam 能夠與該地區的主要客戶和供應鏈合作夥伴密切合作，同時提高其製造網絡的彈性，以支持隨著半導體技術需求的增長而增長。

其他好處

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 產業吸引力 - 波特五力分析
  • 買家/消費者的議價能力
  • 供應商的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 工業價值鏈分析
• 評估 COVID-19 對市場的影響

第 5 章市場動態

• 市場驅動力
  • 對消費電子產品的需求不斷增長，改善了製造業前景
  • 人工智能、物聯網和互聯設備的行業分佈情況
• 市場製約因素
  • 技術的動態特性要求對製造設備進行一些更改

第 6 章市場細分

• 按類型
  • 光刻設備
  • 蝕刻設備
  • 其他設備類型
• 按最終用戶行業
  • 半導體製造廠
  • 半導體電子製造
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第7章競爭格局

• 公司簡介
  • Applied Materials Inc.
  • ASML Holding Semiconductor Company
  • Tokyo Electron Limited
  • Lam Research Corporation
  • KLA Corporation
  • Taiwan Semiconductor Manufacturing Company
  • Advantest Corporation
  • Teradyne Inc.
  • Hitachi High-Technologies Corporation

第8章 投資分析

第9章 今後動向

The semiconductor front-end equipment market is expected to register a CAGR of 8.34% during the forecast period (2023 - 2028). The manufacture of a blank wafer to a completed wafer is referred to as front-end semiconductor manufacturing. The wafer is spun in many front-end processes. Smartphones and other applications spanning consumer electronics, automotive applications, and other industries are driving the semiconductor industry, as these industries have been driven by technology transitions such as wireless technologies (5G) and artificial intelligence.

Key Highlights

• The semiconductor front-end manufacturing equipment market is driven by rising demand for semiconductor fabrication facilities, a growing semiconductor industry, rising demand for semiconductor parts in electric and hybrid vehicles, and surging demand for AI chips driven by future AI-driven workloads and applications.
• Due to the constant advancements in products such as vehicles, medical devices, smart gadgets, smart homes, and wearables, semiconductor integration has become a prevalent factor. Furthermore, the trend of combining semiconductors on a single chip is growing due to consumer demand for handheld computers. In such a circumstance, semiconductor manufacturing equipment is gaining traction because it allows semiconductors to be assembled on a single chip.
• According to a report released by SEMI in June 2021, semiconductor manufacturers began construction on 19 new high-volume fabs in 2021, with another ten fabs planned for 2022. The increase in fabs is primarily due to the rising demand for chips in various applications, including communications, computing, healthcare, online services, and automotive.
• The rapid expansion of the APAC automotive semiconductor industry is expected to be fueled by the rising demand for electric vehicles. Automobile manufacturers must continue to innovate, create, and develop self-driving cars, which have already attracted many customers in key automotive manufacturing countries.
• The semiconductor manufacturing process is hampered by the complexity of patterns and functional defects. The production of semiconductors mandates using a clean room and clean equipment. Small dust particles can obstruct the complete manufacturing process, costing the company a huge sum. Order cancellations and customers switching to other suppliers occur due to the delivery delay caused by production problems.
• Further, due to the covid scenario, Automotive semiconductors will continue to be a limiting constraint on the automotive market through the first half of 2022, but barring any unforeseen shutdowns or semiconductor manufacturing issues, supply should gradually improve through the second half of the year.

Semiconductor Front-End Equipment Market Trends

Increasing Needs of Consumer Electronic Devices Boosting the Manufacturing Prospects

• The smartphone is the largest consumer of semiconductors. Consumer electronics (CE) is a multi-billion-dollar industry constantly evolving and improving with technology, adding new product lines to meet changing lifestyles. Various end-user sectors rapidly adopt innovative solutions to improve their operations due to the Internet of Things.
• In recent years, the smartphone market has been extremely competitive. Mobile phone usage is expected to grow, propelling the market worldwide. According to Ericsson, global monthly data traffic from smartphone devices is expected to increase to 221 exabytes by 2026, up from 32 exabytes in 2019.
• In 2021, the United States government called for USD 50 billion in funding to support domestic chip manufacturing. TSMC is weighing plans to pump tens of billions of dollars more into the chip factories in the US state of Arizona than it had previously disclosed. TSMC will likely compete against Intel Corp and Samsung Electronics Co Ltd for subsidies from the US government in building the plants.
• In March 2021, Intel committed to Arizona's two more new fabrication plants, or fabs. The news comes during a global chip shortage that is snarling industries from automobiles to electronics and worries the United States is falling behind in semiconductor manufacturing. The foundry is poised to manufacture a range of chips, including chips based on ARM technology, which are used in mobile devices, and has historically competed with Intel's favored x86 technology.
• Due to increased consumer demand, Lenovo announced intentions to expand manufacturing capabilities in India across different product categories, including PCs, laptops, and smartphones, in September 2021. Reliance stated in March 2022 that it would invest USD 220 million in a joint venture with Sanmina Corp, a publicly traded corporation in the United States, to manufacture electronic products in Asian countries.

Asia Pacific is Expected to Register the Fastest Growth Rate

• Asia-Pacific region has the most prominent share of semiconductor foundries globally, with major companies such as TSMC, Samsung Electronics, etc. Taiwan, South Korea, Japan, and China have a significant market share in the region.
• China has a very ambitious semiconductor agenda. Backed by USD 150 billion in funding, the country is developing its domestic IC industry and plans to make more of its chips. Greater China, which encompasses Hong Kong, China, and Taiwan, is a geopolitical hotspot. The US-China trade war is compounding tensions in an area where all the leading process technology is located, forcing many Chinese companies to invest in their semiconductor foundries.
• India's share of the global electronic systems manufacturing industry has recently increased significantly in recent years. Transitions in technology, such as the deployment of 5G networks and the Internet of Things, are accelerating the adoption of electronic items. Initiatives like the 'Digital India' and 'Smart City' programs have boosted demand for IoT in the electronics devices industry, ushering in a new era for electronic gadgets.
• As stated by the National Investment Promotion and Facilitation Agency of the Government of India, the Domestic electronic devices market in India to reach USD 300 Billion by FY26. This is analyzed to create significant opportunities for the semiconductor industry.

Semiconductor Front-End Equipment Market Competitor Analysis

The market for semiconductor front-end equipment is mature, with a limited number of significant players responsible for the majority of revenue, profit, and growth. The substantial research and development investments and capital expenditures required to compete in the industry drive firm specialization. Some major players are Applied Materials Inc., ASML Holding Semiconductor Company, and KLA Corporation. Key developments are -

• August 2021 - Lam Research Corporation announced the expansion of its global manufacturing capacity by opening the company's largest facility in Batu Kawan, Malaysia. This new manufacturing site will allow Lam to work closely with key customers and supply chain partners in the region while fortifying the resiliency of the company's manufacturing network and supporting growth amid rising demand for semiconductor technology.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definitions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Buyers/Consumers
  • 4.2.2 Bargaining Power of Suppliers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of the Impact of COVID -19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Needs of Consumer Electronic Devices Boosting the Manufacturing Prospects
  • 5.1.2 Proliferation of Artificial Intelligence, IoT, and Connected Devices across Industry Verticals
• 5.2 Market Restraints
  • 5.2.1 Dynamic Nature of Technologies Requires Several Changes in Manufacturing Equipment

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Lithography Equipment
  • 6.1.2 Etching Equipment
  • 6.1.3 Other Equipment Types
• 6.2 By End-User Industry
  • 6.2.1 Semiconductor Fabrication Plant
  • 6.2.2 Semiconductor Electronics Manufacturing
• 6.3 Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Applied Materials Inc.
  • 7.1.2 ASML Holding Semiconductor Company
  • 7.1.3 Tokyo Electron Limited
  • 7.1.4 Lam Research Corporation
  • 7.1.5 KLA Corporation
  • 7.1.6 Taiwan Semiconductor Manufacturing Company
  • 7.1.7 Advantest Corporation
  • 7.1.8 Teradyne Inc.
  • 7.1.9 Hitachi High -Technologies Corporation

8 INVESTMENTS ANALYSIS

9 FUTURE TRENDS