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市場調查報告書
商品編碼
1935040
半導體鍵結市場-全球產業規模、佔有率、趨勢、機會與預測:按類型、製程類型、鍵結技術、應用、地區和競爭格局分類,2021-2031年Semiconductor Bonding Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented, By Type, By Process Type, By Bonding Technology, By Application, By Region & Competition, 2021-2031F |
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全球半導體鍵結市場預計將從 2025 年的 10.1 億美元成長到 2031 年的 12.2 億美元,複合年成長率為 3.21%。
這種特殊的製造流程對於連接晶粒或晶圓至關重要,它能夠建立微機電系統和積體電路所需的機械穩定性和電氣連接性。市場成長的主要驅動力來自家用電子電器產業對裝置小型化日益成長的需求以及電動車產業的蓬勃發展,這兩個領域都需要可靠的互連解決方案。此外,5G通訊基礎設施的建置也推動了先進封裝結構的應用,從而實現更快的資料處理速度。正如SEMI預測的那樣,這一趨勢預示著強勁的投資勢頭,預計到2025年,全球封裝和組裝設備的銷售額將達到54億美元。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 10.1億美元 |
| 市場規模:2031年 | 12.2億美元 |
| 複合年成長率:2026-2031年 | 3.21% |
| 成長最快的細分市場 | 晶圓鍵合機 |
| 最大的市場 | 亞太地區 |
然而,阻礙市場更廣泛成長的主要障礙在於下一代鍵合設備所需的大量資本投入。隨著產業向異構整合方向發展,不同熱膨脹係數的異種材料鍵合的技術複雜性要求使用高成本但小規模的設備。這種巨大的經濟負擔對規模較小的外包組裝和測試服務供應商構成了很高的進入門檻,並可能減緩先進鍵合技術的廣泛應用,而這些技術對於未來的半導體應用至關重要。
隨著系統級封裝 (SiP) 架構和異質整合變得日益複雜,半導體鍵結領域正經歷根本性的變革。隨著產業從單晶粒設計向晶片級架構轉型,對高精度鍵合解決方案(尤其是熱壓鍵合和混合鍵合)的需求激增,以確保垂直堆疊晶粒之間可靠的電氣互連。這項技術演進正推動各大晶圓代工廠積極投資,以擴展其 3D 和 2.5D 封裝能力。例如,台積電於 2024 年 10 月宣布,計劃到 2025 年將其晶圓基片基板(CoWoS) 的年產能翻番,達到每月約 8 萬片晶圓,以應對人工智慧加速器供不應求。此舉直接推動了用於細間距互連的專用設備的採購量增加。
同時,高效能運算和人工智慧晶片製造的快速擴張是推動鍵合市場發展的關鍵因素。人工智慧處理器需要龐大的記憶體頻寬,這需要廣泛採用高頻寬記憶體(HBM),而HBM又高度依賴先進的穿透矽通孔(TSV)堆疊和鍵合技術。為了維持這一趨勢,各大記憶體製造商正在建造專用封裝基礎設施,例如SK海力士在2024年4月宣布投資38.7億美元在印第安納州建設先進的封裝工廠,專門用於生產下一代HBM。這一策略性成長是由市場復甦所驅動的。 2024年12月,半導體產業協會(SIA)預測,全球半導體銷售額將達到6,269億美元,年增19.0%,顯示資本支出勢頭強勁。
下一代鍵合設備所需的巨額資本投資是市場擴張的主要障礙。隨著產業向異構整合方向發展,對能夠進行亞微米級對準和鍵合不同熱膨脹係數異種材料的設備的需求顯著增加了製造成本。這種資本密集要求大幅提高了進入門檻,尤其對於缺乏大型半導體製造商(IDM)雄厚資本的中小型代工組裝和測試服務供應商更是如此。因此,這種情況可能會限制競爭格局,並導致供應鏈瓶頸,因為先進的鍵合技術將集中在少數資金雄厚的公司手中。
市場力量的集中阻礙了先進封裝技術的廣泛應用,因為中小企業無力攤提巨額資本投資成本,尤其是在對成本敏感的應用領域。供應鏈日益成長的財務壓力也反映在近期的投資趨勢中,SEMI報告稱,到2024年,全球組裝和封裝設備銷售額將成長25.4%。資本支出的顯著成長凸顯了企業保持競爭力所需的日益嚴峻的財務挑戰,這實際上阻礙了中小市場參與企業對其基礎設施進行現代化改造,並減緩了關鍵互連解決方案的廣泛應用。
玻璃基板中介層的引入是半導體鍵合技術的重大進步,旨在解決高效能運算中有機材料在物理尺寸上的限制。與傳統的有機或矽中介層不同,玻璃具有卓越的熱穩定性和超平整的表面,從而能夠在複雜的多晶粒封裝中實現更高的鍵合間距和更優異的電氣性能。這種材料轉變支援下一代人工智慧處理器所需的高密度互連,而這些處理器需要大量的資料吞吐量。隨著主要供應商擴大產能,產業界的準備工作正在迅速推進。例如,SKC 的子公司 Absolix 在 2024 年 7 月於美國喬治亞建造了業內首家商用玻璃基板工廠,該工廠的戰略投資約為 2.22 億美元。
同時,扇出型面板級封裝(FOPLP)的興起正在透過提高製造效率和降低單位成本來改變市場格局。透過將鍵合製程從圓形晶圓轉移到大型矩形面板,製造商可以顯著增加晶粒的有效放置面積,與傳統的晶圓級封裝方法相比,從而提高產能並減少廢棄物。這種轉變對於電源管理積體電路特別重要,也被應用於高階邏輯應用領域,以緩解晶片-晶圓-基板(CoWoS)供應鏈的產能瓶頸。這項策略轉變在2024年2月得到了充分體現,當時日月光科技控股有限公司首席營運長宣布投資2億美元用於FOPLP設備,並在高雄建立一條專用生產線。
The Global Semiconductor Bonding Market is projected to expand from USD 1.01 Billion in 2025 to USD 1.22 Billion by 2031, reflecting a compound annual growth rate of 3.21%. This specialized manufacturing process is essential for joining dies or wafers to establish the requisite mechanical stability and electrical connectivity within microelectromechanical systems and integrated circuits. Market growth is principally underpinned by the rising need for device miniaturization within the consumer electronics sector and the vigorous development of the electric vehicle industry, both of which demand highly reliable interconnect solutions. Furthermore, the infrastructure necessities for 5G telecommunications are driving the uptake of advanced packaging architectures to manage higher data velocities, a trend highlighted by SEMI's forecast that global sales of packaging and assembly equipment will rise to $5.4 billion in 2025, signaling strong investment momentum.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 1.01 Billion |
| Market Size 2031 | USD 1.22 Billion |
| CAGR 2026-2031 | 3.21% |
| Fastest Growing Segment | Wafer Bonder |
| Largest Market | Asia Pacific |
Nevertheless, a major obstacle impeding more extensive market growth is the substantial capital expenditure necessary for next-generation bonding machinery. As the industry moves toward heterogeneous integration, the technical intricacy involved in bonding dissimilar materials with varying thermal coefficients demands machinery that is both highly precise and costly. This significant financial load creates a high entry barrier for smaller outsourced assembly and test service providers, potentially stalling the widespread implementation of advanced bonding capabilities essential for upcoming semiconductor applications.
Market Driver
The rising complexity of System-in-Package (SiP) architectures and heterogeneous integration is fundamentally transforming the semiconductor bonding sector. As the industry shifts from monolithic die designs toward chiplet-based frameworks, there is an intensified need for high-precision bonding solutions, particularly thermocompression and hybrid bonding, to secure reliable electrical interconnects between vertically stacked dies. This technological evolution is prompting leading foundries to undertake aggressive capital spending to expand their 3D and 2.5D packaging capacities. For instance, TSMC confirmed in October 2024 its intention to double its Chip-on-Wafer-on-Substrate (CoWoS) production capacity annually through 2025, aiming for a monthly output of approximately 80,000 wafers to alleviate the supply deficit for AI accelerators, a move that directly drives the increased procurement of specialized equipment for fine-pitch interconnects.
Simultaneously, the rapid expansion of high-performance computing and artificial intelligence chip manufacturing serves as a vital catalyst for the bonding market. AI processors require substantial memory bandwidth, necessitating the widespread use of High Bandwidth Memory (HBM), which depends heavily on sophisticated through-silicon via (TSV) stacking and bonding techniques. To sustain this trend, major memory producers are building dedicated packaging infrastructure, as evidenced by SK Hynix's April 2024 announcement of a $3.87 billion investment to build an advanced packaging plant in Indiana dedicated to next-generation HBM production. This strategic growth is bolstered by a rebounding market; the Semiconductor Industry Association projected in December 2024 that global semiconductor sales would rise by 19.0% year-over-year to $626.9 billion, signaling robust momentum for equipment investment.
Market Challenge
The immense capital expenditure necessary for next-generation bonding equipment constitutes a major barrier to broader market expansion. As the industry advances toward heterogeneous integration, the requirement for machinery capable of performing sub-micron alignment and bonding dissimilar materials with distinct thermal coefficients drastically elevates manufacturing costs. This financial intensity establishes a formidable barrier to entry that disproportionately impacts smaller outsourced assembly and test service providers, who frequently lack the capital resources available to major integrated device manufacturers. Consequently, this dynamic constrains the competitive landscape and consolidates advanced bonding capabilities within a select group of well-funded entities, potentially leading to supply chain bottlenecks.
This concentration of market dominance hinders the universal deployment of advanced packaging technologies, especially in cost-sensitive applications where smaller companies are unable to amortize the substantial equipment expenses. The rising financial pressure on the supply chain is reflected in recent investment patterns, with SEMI reporting that global sales of assembly and packaging equipment rose by 25.4% in 2024. This significant increase in equipment spending highlights the escalating financial threshold needed to maintain competitiveness, effectively precluding smaller market participants from modernizing their infrastructure and delaying the widespread implementation of essential interconnect solutions.
Market Trends
The introduction of glass substrate interposers marks a significant advancement in semiconductor bonding, developed to address the physical scaling constraints of organic materials in high-performance computing. In contrast to conventional organic or silicon interposers, glass provides exceptional thermal stability and ultra-flat surfaces, which facilitate tighter bonding pitches and enhanced electrical performance for intricate multi-die packages. This shift in materials supports higher interconnect density, a necessity for next-generation AI processors demanding substantial data throughput, and industrial readiness is growing quickly as key suppliers expand manufacturing; for example, SKC's subsidiary Absolics completed the industry's first commercial glass substrate plant in Georgia, United States, in July 2024 following a strategic investment of roughly $222 million.
Concurrently, the growth of Fan-Out Panel-Level Packaging (FOPLP) is transforming the market by improving manufacturing efficiency and lowering unit costs. By shifting bonding operations from circular wafers to larger rectangular panels, manufacturers can vastly increase the usable area for die placement, thereby enhancing throughput and reducing waste relative to standard wafer-level methods. This transition is especially significant for power management ICs and is increasingly being adopted for high-end logic applications to mitigate capacity limitations in Chip-on-Wafer-on-Substrate (CoWoS) supply chains, a strategic shift illustrated by ASE Technology Holding Co., Ltd., whose Chief Operating Officer announced in February 2024 an allocation of $200 million for FOPLP equipment to launch a dedicated production line in Kaohsiung.
Report Scope
In this report, the Global Semiconductor Bonding Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Semiconductor Bonding Market.
Global Semiconductor Bonding Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: