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半導體雷射-市場佔有率分析、產業趨勢與統計、2024年至2029年成長預測

Semiconductor Laser - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

半導體產業的雷射器市場預計到 2024 年將達到 80.2 億美元，2029 年將達到 114 億美元，預測期內複合年成長率為 7.3%。

半導體雷射-市場-IMG1

主要亮點

  • 雷射在半導體行業中獲得了巨大的關注，因為它們提供靈活且不斷發展的加工來滿足行業的苛刻需求，為半導體製造商提供了一種準確的方法，可以從不同的材料上高精度地切割出複雜的幾何型態。我明白了。為半導體應用客自訂開發的雷射系統可以準確、快速地切割各種材料。
  • 由於積極的研發活動，半導體市場正在見證多項技術創新。例如，2022 年 11 月，法國 LP3 研究所的研究人員開發了一種直接雷射寫入技術，可以在半導體晶片的 3D 空間進行局部材料處理。研究人員認為，光刻技術作為一項關鍵製造技術，在充分應對半導體製造業面臨的挑戰方面具有很大的限制。因此，非常需要在晶圓表面下方創建結構並利用材料內部的整個空間。在《國際極限制造雜誌》上，研究人員使用新設計的直接雷射寫入技術展示了這種功能。
  • 此外，2022 年 6 月，加州大學柏克萊分校（電機工程與電腦科學系 (EECS)）的工程師將致力於實現光學領域一個難以捉摸的目標：能夠增加輻射的尺寸和功率，同時保持能力為了增加尺寸和功率，我們設計了一種新型半導體雷射器，完善了維持單一模式光的能力。這意味著尺寸不必以犧牲相干性為代價，這是一項重要的成就，可以讓雷射變得更強大，並在許多應用中覆蓋更遠的距離。
  • 所研究的市場注意到，由於各國政府的許多舉措，需求增加。例如，美國政府的目標是在半導體供應鏈生態系統中實現獨立。美國政府正開始採取舉措來實現這些目標。例如，美國政府最近在參議院提出了《投資國內半導體製造法案》。該法案擴大了針對半導體行業的聯邦補貼計劃“CHIPS for America”，涵蓋製造、測試、組裝、研發半導體以及半導體製造和半導體中使用的材料的公司。涉及製造設備的公司。透過向生產必需材料和設備的公司提供獎勵，該法案可以為全國製造商創造更多機會，並加強支持國內半導體製造的供應鏈。
  • 此外，2022年9月，拜登政府宣布將投資500億美元發展國內半導體產業，對抗對中國的依賴。美國零生產並消費量了全球25%最先進的晶片，這些晶片對國家安全至關重要。拜登總統於 2022 年 8 月簽署了 2800 億美元的 CHIPS 法案，以促進國內高科技製造業，作為美國加強與中國競爭的努力的一部分。該地區半導體行業如此強勁的投資可能會為研究市場的成長創造有利可圖的機會。
  • 然而，雷射的初始校準是一項非常複雜的任務，需要高水準的專業知識才能實現應用所需的精確調諧。此外，在雷射調諧過程中必須考慮大量參數，即使是最輕微的偏移也可能導致錯誤並在各種應用中產生災難性影響。雷射的製造過程非常複雜，這大大增加了製造成本。波長切換過程中雷射器性能的另一個重點是裝置的波長穩定性。一旦雷射調諧到所需的波長，在通道最終穩定之前就會出現穩定漂移。這些因素可能會阻礙所研究市場的成長。
  • 此外，半導體製造是一個成本高且耗時的過程，要求所有涉及的設備/過程都具有極高的精度。因此，經濟低度開發地區的工業擴張受到限制。雷射是半導體產業的重要組成部分之一，也面臨類似的挑戰，導致所研究市場的成長放緩。

半導體雷射器市場趨勢

檢驗和測量領域預計將佔據主要市場佔有率

  • 智慧型手機、家用電器和汽車等應用正在增加對高性能、低成本半導體晶片的需求。無線技術（5G）和人工智慧等技術變革正在推動這些產業的發展。此外，物聯網（IoT）設備的成長趨勢預計將鼓勵半導體產業投資該設備以實現智慧產品。
  • 此外，數位化的進步以及遠端工作和操作的趨勢正在推動對能夠實現各種新功能的先進半導體裝置的需求。隨著對半導體元件的需求不斷成長，先進的封裝技術提供了當今數位化世界所需的外形尺寸和處理能力。根據半導體產業協會（SIA）的數據，2022年8月全球半導體產業銷售額為474億美元，較2021年8月的473億美元微增0.1%。對半導體不斷成長的需求預計將為測試和測量設備的成長提供有利的機會。
  • 此外，半導體產業產能的開拓也支撐著新興市場的成長。例如，根據SEMI設備市場數據訂閱（EMDS）顯示，半導體產業牢牢踩在加速器上，擴大產能的努力也在增加前後端半導體設備產業以滿足成長動力，幫助擴大產能。
  • 2023年第一季半導體製造設備銷售額年增9%至268億美元。先進邏輯和代工產能擴張、DRAM 投資的復甦以及穩健的NAND快閃記憶體投資推動了設備市場的成長。這些趨勢也為雷射市場創造了良好的前景，因為計量和檢測是半導體晶片製造中涉及的關鍵過程。
  • 此外，根據WSTS預測，2022年全球半導體銷售額將達5,801.3億美元。半導體在電子領域極為重要，該行業競爭非常激烈。預計2022與前一年同期比較增速將達4.4%，未來可望進一步成長。預計此類趨勢將支援預測期內計量和檢測設備以及相關雷射系統的成長。
半導體雷射-市場-IMG2

預計亞太地區市場將出現高成長

  • 亞太地區是半導體產業的主要製造和消費地區之一。根據國際半導體設備與材料協會（SEMI）統計，2022年中國半導體設備支出超過282.7億美元。同期在韓國和台灣的支出分別為 215.1 億美元和 268.2 億美元。由於雷射器廣泛應用於半導體裝置，這種趨勢有利於市場成長。
  • 該地區也擁有許多促進半導體產業發展的政府舉措。例如，中國政府的國家積體電路產業發展指導方針和中國製造2025舉措旨在加強國內半導體產業的成長並減少對其他國家的依賴。
  • 在其他國家也可以看到類似的趨勢。例如，印度電子和資訊技術部（MeitY）最近核准了一項用於發展半導體和顯示器製造生態系統的綜合 PLI 計劃。未來六年將發放價值 7,600 億印度盧比（98.1 億美元）的獎勵措施。該地區的此類舉措預計將促進半導體行業生態系統的發展，並為雷射市場創造機會。
  • 半導體仍然是整合到汽車、智慧型手機、機器人和許多其他智慧型設備等現代設備中的智慧型產品的支柱。由於對更小、更堅固的晶片的持續需求，目前的半導體製造技術面臨越來越大的壓力。在亞太地區，消費性電子產品和汽車的採用不斷增加，使得所研究市場的成長前景良好。
  • 日本作為半導體設備和材料的領導供應商之一，在研究市場中佔據著獨特的地位。根據SEMI統計，日本佔全球半導體製造設備和材料銷售額的30%以上。因此，日本半導體產業使用的雷射預計將擁有顯著的成長機會。
  • 近年來，亞太地區對半導體的需求顯著成長。隨著多個國家的知名半導體客戶加強供應鏈，對半導體產業價值鏈的投資進一步加速。例如，2022年7月，主要用於半導體光刻的光源製造商Gigaphoton Inc.宣布將在日本建造新大樓，並將產能提高2.5倍。該公司將投資約 50 億日圓（3,620 萬美元）建設新工廠，預計將於 2023 年 6 月完工。此類投資預計將支持半導體產業雷射市場的擴張。

半導體雷射器產業概況

半導體產業的雷射市場是一個適度競爭的市場，主要企業包括 Lumentum Operations、Trumpf、SUSS MicroTec 和 Coherent。市場參與企業努力創新先進的產品和工藝，以滿足客戶不斷變化的需求。

  • 2023 年 3 月 - Tower Semiconductor 與 Quintessent, Inc. 合作，宣布推出全球首個 GaAs 量子點 (QD) 雷射和鑄造矽光子平台 (PH18DB) 的異質整合。 PH18DB 平檯面向資料中心和通訊網路中的光收發器模組，以及人工智慧 (AI)、機器學習、LiDAR 和其他感測器的新興應用。這個調變平台結合了基於檢測器的波導管點矽晶片和我們提供的半導體光放大器 (SOA)。該平台使高密度光子積體電路 (PIC) 能夠以小尺寸支援高通道數。
  • 2023 年 1 月 - 相干公司 (Coherent Corp.) 宣布推出新一代泵浦雷射二極體，可在單晶片中提供業界最高的 50W 輸出功率。光纖雷射在切割、焊接、打標和積層製造等材料加工應用中的採用正在加速，推動了對降低每瓦電力成本的關鍵組件的需求。這款新型雷射二極體的功率達到 50W，比前代產品高出 40%，因此可以用更少的泵浦雷射二極體設計高功率工業光纖雷射。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 宏觀趨勢對市場的影響
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 買方議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 技術簡介

第5章市場動態

  • 市場促進因素
    • 擴大半導體製造工廠投資
  • 市場抑制因素
    • 雷射設計複雜性和成本

第6章市場區隔

  • 依雷射類型
    • 奈秒
    • 皮秒
    • CO2
    • 其他（飛秒、準分子）
  • 依加工步驟
    • 去除過程
    • 黏合工藝
    • 檢查/測量
    • 改性過程
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 其他

第7章 競爭形勢

  • Laser Equipment Suppliers Analysis
    • Accretech
    • Disco Corporation
    • Coherent, Inc.
    • IPG Photonics Corporation
    • Veeco Instruments Inc.
    • EVG Group
    • SUSS MicroTec
    • Orbotech/SPTS
    • HGTech
    • QMC
    • Screen Semiconductor Solutions Co., Ltd.
    • Nikon
  • Laser Source Suppliers Analysis
    • Micromac
    • Lumentum Operations LLC
    • Trumpf
    • HANS Laser
    • Amplitude Laser
    • IPG
    • Hamamatsu
    • Ushio
    • Jenoptik
    • EO Technics
    • HGTech
    • Edgewave
    • MKS

第8章 雷射設備廠商廠商排名分析

第9章 市場未來展望

簡介目錄
Product Code: 93343
Semiconductor Laser - Market - IMG1

The Laser Market for the Semiconductor Industry market is anticipated to be valued at USD 8.02 billion in 2024 and is expected to become 11.4 billion by 2029, growing at a CAGR of 7.3% during the forecast period.

Key Highlights

  • Lasers are attaining significant traction in the semiconductor industry as they present flexible, developed machining to fulfill the stringent needs of the industry, delivering semiconductor manufacturers with an exact method of cutting complex shapes from different materials with high precision. A laser system custom-developed for semiconductor applications can cut a range of materials accurately and fast.
  • The semiconductor market is witnessing several innovations owing to robust R&D activities. For instance, in November 2022, researchers from the LP3 Laboratory in France developed a direct laser writing technique to achieve local material processing within the 3D space of semiconductor chips. They claim that the dominating manufacturing technology, lithography, has significant limitations in thoroughly addressing the challenges posed by the semiconductor manufacturing sector. For this reason, fabricating structures under the wafer surfaces would be highly desirable to use the whole space inside the materials. In the International Journal of Extreme Manufacturing, the researchers demonstrated such capability via the newly designed direct laser writing technique, which facilitates fabricating implanted structures inside different semiconductor materials.
  • Further, in June 2022, engineers at the University of California, Berkeley (Department of Electrical Engineering and Computer Sciences (EECS)) designed a new type of semiconductor laser that completes an elusive goal in the field of optics: the ability to sustain a single mode of emitted light while retaining the ability to scale up in size and power. It is a significant achievement as it means size does not have to come at the cost of coherence, allowing lasers to become more powerful and cover longer distances for many applications.
  • The studied market is noticing an increase in demand due to numerous initiatives by governments of various nations. For instance, the United States government aims to become independent in the semiconductor supply chain ecosystem. To realize such goals, the United States government has started taking initiatives. Such as the US government recently introduced Investing in Domestic Semiconductor Manufacturing Act in the Senate. This proposed legislation would expand eligibility for CHIPS for America, a government subsidy program for the semiconductor industry, to fund financial assistance beyond entities involved in semiconductor fabrication, testing, assembly, or R&D to organizations involved with materials used to manufacture semiconductors and semiconductor manufacturing equipment. By incentivizing the companies that produce essential materials and equipment, this legislation can create more opportunities for manufacturers nationwide and strengthen the supply chain supporting domestic semiconductor manufacturing.
  • Additionally, in September 2022, the Biden administration announced that it would invest USD 50 billion in building up the domestic semiconductor industry to counter dependency on China, as the US produces zero and consumes 25% of the world's leading-edge chips vital for its national security. President Joe Biden signed a USD 280 billion CHIPS bill in August 2022 to boost domestic high-tech manufacturing, part of his administration's push to increase US competitiveness over China. Such robust investments in the semiconductor sector in the region would create lucrative opportunities for the growth of the studied market.
  • However, on the Flipside, the initial calibration of lasers is a very complex task and requires a high level of expertise to achieve the high-precision tuning needed for the application. Also, the vast number of parameters has to be considered while tuning the laser, and a small offset may lead to errors or be catastrophic in various applications. The manufacturing process of the lasers is very complex, due to which the manufacturing cost has also increased significantly. Another important aspect of the laser's performance when switching between wavelengths is the stability of the wavelength of the device. As the laser tunes into its desired wavelength, settling drift appears before the channel finally stabilizes. Such factors might hinder the growth of the studied market.
  • Furthermore, semiconductor manufacturing is a costly and time-consuming process and requires cutthroat precision in all the equipment/processes involved. As a result, industry expansion is limited in economically less developed regions. Lasers, being one of the integral components of the semiconductor industry, also face similar challenges that slow down the studied market's growth.

Semiconductor Laser Market Trends

The Inspection & Metrology Segment is Expected to Hold a Major Market Share

  • Smartphones & other applications across consumer electronics, automotive applications, etc., drive the need for high-performance, low-cost semiconductor chips. Technology transitions have encouraged these industries, including wireless technologies (5G), Artificial Intelligence, etc. Also, the trend of growing Internet of Things (IoT) devices is expected to push the semiconductor industry to invest in this equipment to achieve smart products.
  • Moreover, the increasing digitization and trends of remote work and operations have sparked the requirement for advanced semiconductor devices that allow various new capabilities. As the need for semiconductor devices intensifies consistently, advanced packaging techniques deliver the form factor and processing power needed for today's digitized world. According to the Semiconductor Industry Association(SIA), during August 2022, global semiconductor industry sales were USD 47.4 billion, a slight increase of 0.1% over the August 2021 total of USD 47.3 billion. Such an expansion in the semiconductor requirement is anticipated to offer lucrative opportunities for the growth of inspection and metrology equipment.
  • Furthermore, capacity developments in the semiconductor industry are also aiding the growth of the studied market. For instance, according to SEMI Equipment Market Data Subscription (EMDS), the semiconductor industry's foot is firmly on the accelerator as the capacity expansion efforts are also aiding the expansion of the front-end and back-end semiconductor equipment industries to meet growth drivers.
  • Billings for semiconductor equipment in the first quarter of 2023 increased 9% year-over-year to USD 26.8 billion. Advanced logic and foundry capacity expansions, DRAM investment recovery, and robust NAND Flash spending drove equipment market growth. As metrology and inspection are crucial processes involved in the manufacturing of semiconductor chips, such trends also create a favorable outlook for the laser market.
  • Further, according to WSTS, in 2022, semiconductor sales reached USD 580.13 billion worldwide. Semiconductors are crucial in electronic devices, and the industry is highly competitive. The YoY growth rate in 2022 reached 4.4 percent and is anticipated to grow more in the coming future. Such trends are anticipated to support the growth of metrology and inspection equipment and associated laser systems during the forecast period.
Semiconductor Laser - Market - IMG2

The Asia Pacific Region is Expected to Witness a High Market Growth

  • The Asia-Pacific is one of the main regions for the semiconductor industry's manufacturing and consumption. According to Semiconductor Equipment and Materials International (SEMI), China's semiconductor equipment spending surpassed USD 28.27 billion in 2022. Moreover, in South Korea, spending amounted to USD 21.51 billion, while in Taiwan, it stood at USD 26.82 billion during the same period. As lasers are widely used in semiconductor equipment, such trends favor the studied market's growth.
  • The region also boasts many initiatives by governments to boost the semiconductor industry. For instance, the Chinese government's National Integrated Circuit Industry Development Guidelines and the Made in China 2025 initiative aim to bolster the growth of the local semiconductor industry in the country, reducing the level of dependence on other countries.
  • A similar trend is being observed across other countries. For instance, India's Ministry of Electronics and Information Technology (MeitY) recently approved a comprehensive PLI scheme for developing semiconductor & display manufacturing ecosystems. Incentives worth INR 76,000 crore (USD 9.81 billion) are to be distributed over the next six years. Such initiatives in the region are expected to drive the growth of the ecosystem of the semiconductor industry, creating opportunities in the laser market as well.
  • Semiconductors remain the backbone material of electronics integrated with modern devices such as cars, smartphones, robots, and many other intelligent devices; driven by the continuous need for miniaturized and robust chips, current semiconductor manufacturing technologies face increasing pressure. The growing adoption of consumer electronics and automobiles in the Asia Pacific region also creates a favorable outlook for the growth of the studied market.
  • Japan holds a unique place in the studied market as the country is among the leading suppliers of semiconductor equipment and materials. According to SEMI, Japan accounts for more than 30% of the global semiconductor manufacturing equipment and material sales. Hence, the country is anticipated to hold notable growth opportunities for lasers used in the semiconductor industry.
  • The semiconductor need has grown significantly in the Asia Pacific region in recent years. As prominent semiconductor customers in several countries strengthen their supply chains, investments in the semiconductor industry value chain are further accelerated. For instance, in July 2022, GigaphotonInc., a manufacturer of light sources used primarily in semiconductor lithography, announced that it would increase its production capacity by 2.5 times by constructing a new building in Japan. The company invested around JPY 5 billion (USD 36.2 million) in the construction of the new facility, which is expected to be completed by June 2023. Such investments would boost the semiconductor industry's expansion of the laser market.

Semiconductor Laser Industry Overview

The Laser Market for Semiconductor Industry is a moderately competitive market with significant players like Lumentum Operations, Trumpf, SUSS MicroTec, Coherent, etc. The market players are striving to innovate advanced products and processes to cater to the evolving demands of their customers.

  • March 2023 - Tower Semiconductor, in collaboration with Quintessent, Inc, announced the world's first heterogeneous integration of GaAs quantum dot (QD) lasers and a foundry silicon photonics platform (PH18DB). This PH18DB platform targets optical transceiver modules in data centers & telecom networks and new emerging applications in artificial intelligence (AI), machine learning, LiDAR, and other sensors. The new platform offers GaAs-based quantum dot lasers & semiconductor optical amplifiers (SOA) created on Tower's high-volume base PH18M silicon photonics foundry technology containing low-loss waveguides, photodetectors, & modulators heterogeneously integrated on a single silicon chip. This platform allows dense photonic integrated circuits (PICs) to assist higher-channel count in small form factors.
  • January 2023 - Coherent Corp. announced the introduction of its next-generation pump laser diodes that execute an industry-record high output power of 50 W from a single chip. The deployment of fiber lasers for materials processing applications like cutting, welding, marking, and additive manufacturing is accelerating, driving the need for key components that lower the output power cost per watt. The new laser diodes reach 50 W of output power, 40% more than the existing product, allowing high-power industrial fiber laser designs with fewer pump laser diodes.

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 Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Impact of Macro Trends on the Market
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Technology Snapshot

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Investment in Semiconductor Fabrication Plants
  • 5.2 Market Restraints
    • 5.2.1 Desing Complexity and Cost of Lasers

6 MARKET SEGMENTATION

  • 6.1 By Laser Type
    • 6.1.1 Nanosecond
    • 6.1.2 Picosecond
    • 6.1.3 CO2
    • 6.1.4 Others (Femtosecond and Excimer)
  • 6.2 By Process Step
    • 6.2.1 Removal Process
    • 6.2.2 Bonding Process
    • 6.2.3 Inspection & Metrology
    • 6.2.4 Reforming Process
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia Pacific
    • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Laser Equipment Suppliers Analysis
    • 7.1.1 Accretech
    • 7.1.2 Disco Corporation
    • 7.1.3 Coherent, Inc.
    • 7.1.4 IPG Photonics Corporation
    • 7.1.5 Veeco Instruments Inc.
    • 7.1.6 EVG Group
    • 7.1.7 SUSS MicroTec
    • 7.1.8 Orbotech/SPTS
    • 7.1.9 HGTech
    • 7.1.10 QMC
    • 7.1.11 Screen Semiconductor Solutions Co., Ltd.
    • 7.1.12 Nikon
  • 7.2 Laser Source Suppliers Analysis
    • 7.2.1 Micromac
    • 7.2.2 Lumentum Operations LLC
    • 7.2.3 Trumpf
    • 7.2.4 HANS Laser
    • 7.2.5 Amplitude Laser
    • 7.2.6 IPG
    • 7.2.7 Hamamatsu
    • 7.2.8 Ushio
    • 7.2.9 Jenoptik
    • 7.2.10 EO Technics
    • 7.2.11 HGTech
    • 7.2.12 Edgewave
    • 7.2.13 MKS

8 VENDOR RANKING ANALYSIS OF LASER EQUIPMENT SUPPLIERS

9 FUTURE OUTLOOK OF THE MARKET