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市場調查報告書
商品編碼
1521408

探針卡:市場佔有率分析、產業趨勢與統計、成長預測(2024-2029)

Probe Card - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: | 出版商: Mordor Intelligence | 英文 151 Pages | 商品交期: 2-3個工作天內

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簡介目錄

探針卡市場規模預計到2024年將達到20.5億美元,到2029年將達到37.4億美元,在預測期內(2024-2029年)複合年成長率為10.60%。

探針卡市場

主要亮點

  • 半導體產量的增加以及政府和主要供應商建立半導體晶圓代工廠的持續投資正在推動市場成長。
  • 封裝技術的進步將進一步推動對用於測試半導體晶片的高效探針卡的需求。 MEMS 技術因其在測試過程中的優勢和準確性而正在推動探針卡市場的發展。半導體晶片在汽車、通訊、家用電子電器和醫療等各行業的使用不斷增加也推動了市場的成長。
  • 然而,與探針卡相關的高成本限制了市場的成長。原料價格上漲導致探針卡的製造成本增加,限制了市場的成長。
  • 隨著家用電子電器、汽車、機器人和其他應用對半導體記憶體晶片(主要是DRAM、晶圓代工廠IC和邏輯IC)的需求增加,對測試晶片功能的探針卡的需求也在增加。由於消費者需求不斷成長,半導體製造的快速成長正在推動 DRAM、晶圓代工廠和邏輯 IC 市場的發展。
  • 與探針卡相關的高成本帶來了限制市場成長的多重挑戰。初始投資要求高、生產和維護成本增加、可擴展性和靈活性降低、新技術採用緩慢以及中小型企業的進入障礙是導致探針卡成本高的一些因素。
  • 美國之間持續的貿易緊張局勢對記憶體市場的成長產生了重大影響。從中國角度來看,美國商務部於2022年10月實施的商業限制為記憶體產能擴張帶來了不確定性。因此,未來五年內存產業主要企業長江儲存和長鑫儲存的晶圓產能預計將限制在總合約180kWpm。

探針卡市場趨勢

MEMS 在技術領域佔據主導地位

  • 對 MEMS 探針卡的需求正在增加。 MEMS 探針卡是半導體測試過程的重要組成部分,因為它們有助於半導體裝置和測試設備之間準確可靠的電氣連接。
  • MEMS 探針卡由小型探針組成,可與半導體裝置的墊片建立接觸並促進電氣測試。這些探頭採用半導體製造方法製造,結構緊湊且功能強大。
  • MEMS 技術允許製造以微米級精度接觸 iC I/O 和電源連接的探針。由於其精度,MEMS 探針非常適合滿足先進封裝和先進半導體製程節點的細間距、高引腳數需求。
  • 然而,並非所有 MEMS 探頭都是一樣的。 MEMS 探針卡具有先進的 2.5/3D 封裝、汽車行業測試 IC 所需的寬溫度範圍、射頻應用中對高頻寬和高效訊號完整性的新要求,以及一次接觸數千次的能力,我們處於這些發展的最前沿。
  • 多年來,汽車中安裝的積體電路 (IC) 數量持續增加。行動連接、汽車安全和電動車等汽車應用的持續發展預計將推動半導體含量達到前所未有的水平。特別是,即使在惡劣的工作條件下,汽車安全和功率的進步也需要卓越的性能和可靠性,這對 MEMS 探針卡產生了很高的需求。
  • 隨著駕駛員輔助系統的引入變得更加嚴格,對 MEMS 探針卡的需求預計將會增加。此外,由於政府的支持和燃油價格的上漲,電動車變得越來越受歡迎。
  • 例如,國際能源總署(IEA)預測,在淨零情境下,到2030年,電動車(EV)銷售將佔汽車總銷量的約65%。為了實現這一目標,從 2023 年到 2030 年,電動車銷量每年需要成長 25% 左右。電動車銷售的快速成長將對 ADAS 和資訊娛樂系統產生巨大需求,進而增加 MEMS 探針卡的需求。
  • 據 OICA 稱,2023 年全球汽車產量將達到約 9,400 萬輛。與前一年同期比較,這一數字增加了約 10%。中國、日本和德國是最大的汽車和商用車生產國。

亞太地區預計將經歷顯著成長

  • 考慮到各個區域行業不斷變化的動態,亞太地區預計將繼續為市場成長做出重大貢獻。該地區擁有知名半導體製造商、主要半導體材料供應商、先進設備和特殊半導體,主要集中在中國和日本。
  • 韓國在全球高頻寬記憶體(HBM)和動態隨機存取記憶體(DRAM)市場的競爭優勢也是探針卡市場的驅動力。出於安全、自動化、電氣化和安全目的將半導體整合到車輛電子設備中也促進了該地區探針卡市場的成長。
  • 該地區正在積極投資汽車產業,以創造更新、更永續的未來。因此,對 IGBT 半導體、AC-DC 轉換器和汽車 IC 的需求很高,從而推動了該地區對探針卡的需求。中國汽車及旅遊產業以其強勁的國內市場表現和廣闊的未來性而享譽全球。根據中國工業和資訊化部預測,到2025年,中國汽車產量預計將達到3,500萬輛,鞏固其全球第一汽車製造商的地位。
  • 根據韓國投資局 (Invest Korea) 報道,韓國政府已將電動車 (EV) 補貼擴大到 2023年終。韓國政府的目標是到2030年將氫能和電動車在新車銷量中的比例提高33%。
  • 據NITI Ayog稱,到2030年,印度電動車金融業預計將達到500億美元。印度政府制定了雄心勃勃的電動車普及率目標,即到 2030 年私家車達到 30%、巴士達到 40%、商用車達到 70%、二輪車達到 80%。 SMEV的資料顯示,印度四輪電動車銷量大幅成長,24會計年度售出90,432輛,較上年度。
  • 中國處於5G基礎設施發展的前沿。根據工信部的報告,2023年我國5G基地台數量為338萬個。網路服務的激增將增加對智慧型手機、筆記型電腦和平板電腦設備的需求,進一步創造有利於該國市場成長的環境。
  • 例如,根據中國國家統計局的數據,2023 年 12 月中國家用電子電器及家用電子電器銷售額為772.5 億元人民幣(10.67 美元),而2024 年1 月/2 月為772.5 億元人民幣(10.67 美元)。

探針卡產業概述

由於跨國公司和中小企業的存在,探針卡市場高度分散。該市場的主要參與企業包括 Formfactor Inc.、Technoprobe SpA、Micronics Japan、Japan Electronic Materials Corporation 和 Mpi Corporation。市場參與企業正在採取聯盟和收購等策略來加強其產品供應並獲得永續的競爭優勢。

*2024 年 5 月 - FormFactor 宣布其在 TechInsight 客戶滿意度調查中的出色表現再次獲得認可。透過這項調查,半導體製造商對全球供應商的客戶服務、高效能和產品品質進行評估。 FormFactor 連續 11 年被選為測試子系統的領先供應商,特別是在探針卡製造領域。

*2024 年 3 月 - Micronics Japan 的德國子公司 MJC Europe Gmbh 決定於 2024 年 1 月搬遷至新辦公室。這項策略性舉措的目的是加強邏輯晶片探針卡和測試插座的銷售,特別關注歐洲汽車相關領域。慕尼黑新辦公室地理位置優越,位置歐洲半導體產業的中心。

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章執行概述

第4章市場洞察

  • 市場概況
  • COVID-19 後遺症和其他宏觀經濟因素對市場的影響
  • 產業吸引力-波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • 技術簡介
  • 價格走勢分析

第5章市場動態

  • 市場促進因素
    • 對消費性電子產品和物聯網的需求增加
    • 電子產品小型化
    • 半導體產業的技術進步與創新
  • 市場挑戰/限制
    • 與探針卡相關的高成本
    • 消費者缺乏對探針卡解決方案優勢的認知

第6章 市場細分

  • 依技術
    • MEMS
    • 垂直的
    • 懸臂
    • 特殊技術
    • 其他
  • 按用途
    • DRAM
    • 閃光
    • 晶圓代工廠與邏輯
    • 參數
    • 其他
  • 按類型
    • 標準探針卡
    • 先進探針卡
  • 按地區*
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲/紐西蘭
    • 拉丁美洲
    • 中東/非洲

第7章 競爭格局

  • 供應商市場佔有率分析 ~2023
  • 公司簡介
    • Formfactor Inc.
    • Technoprobe SPA
    • Micronics Japan Co. Ltd
    • Japan Electronic Materials Corporation
    • Mpi Corporation
    • Feinmetall Gmbh
    • Korea Instruments Co. Ltd
    • Wentworth Laboratories Inc.
    • GGB Industries Inc.
    • Protec Mems Technology
    • Nidec SV Probe
    • Star Technologies Inc.
    • Willtechnology Co Ltd
    • TSE Co. Ltd

第8章投資分析

第9章 市場的未來

簡介目錄
Product Code: 5000084

The Probe Card Market size is estimated at USD 2.05 billion in 2024, and is expected to reach USD 3.74 billion by 2029, growing at a CAGR of 10.60% during the forecast period (2024-2029).

Probe Card - Market

Key Highlights

  • Increased semiconductor production and continuous government and key vendor investment in establishing semiconductor foundries are driving the growth of the market.
  • The advancement in packaging technology further boosts the demand for highly efficient probe cards to test semiconductor chips. MEMS technology gained traction in the probe card market due to the benefits and accuracy it offers during testing. The augmented use of semiconductor chips in several industry verticals, including automotive, communication, consumer electronics, and healthcare, is also increasing the growth of the market.
  • However, the high cost associated with the probe cards restricts the growth of the market. An increase in the prices of raw materials enhances the production cost of probe cards, which, in turn, restricts the growth of the market.
  • The increased demand for semiconductor memory chips, mainly DRAM and Foundry and Logic ICs, across consumer electronics, automotive and robotics, and other applications creates a huge demand for probe cards to test the chips' functionality. Due to growing consumer demand, exponential growth in semiconductor manufacturing drives the DRAM, foundry, and logic IC market.
  • The high cost associated with probe cards presents multiple challenges that are restricting the growth of the market. Significant initial investment requirements, increased production and maintenance costs, reduced scalability and flexibility, slower adoption of new technologies, and barriers to entry for smaller players are some of the factors that result in higher costs for probe cards.
  • The ongoing trade tensions between China and the United States have significantly impacted the growth of the memory market. From a Chinese standpoint, the commercial restrictions imposed by the US Department of Commerce in October 2022 created uncertainty regarding the expansion of memory production. As a result, the combined wafer capacities of the top memory companies, YMTC and CXMT, are expected to be limited to approximately 180kWpm over the next five years.

Probe Card Market Trends

MEMS to Dominate the Technology Segment

  • The demand for MEMS probe cards is increasing. They are essential components in the semiconductor testing process, as they facilitate accurate and dependable electrical connection between the semiconductor device and the testing equipment.
  • MEMS probe cards consist of tiny probes that establish contact with the pads on a semiconductor device, facilitating electrical testing. These probes are manufactured utilizing semiconductor fabrication methods, which allow for their small dimensions and exceptional functionality.
  • MEMS technology allows for the production of probes that contact the I/Os and power connections on ICs at micron-level perfection. Due to their accuracy, MEMS probes are suitable for supporting the fine-pitch and high-pin count requirements of advanced packaging and advanced semiconductor process nodes.
  • However, not all MEMS probes are created equal. MEMS probe cards are at the forefront of these developments, addressing issues with advanced 2.5/3D packages, the wide temperature ranges needed to test ICs for the automotive industry, the emerging requirements for high bandwidth and efficient signal integrity in RF applications, and lowering the cost to test thousands of DRAM memory devices in a single touch down.
  • Over the years, the integrated circuit (IC) content in automobiles has consistently increased. The continuous development of automotive applications, such as mobile connectivity, automotive safety, and electrically powered vehicles, is anticipated to push the semiconductor content to unprecedented levels. Particularly, the advancements in automotive safety and electrical power will necessitate exceptional performance and reliability, even in challenging operating conditions, which create high demand for MEMS probe cards.
  • With the increasing stringency in the implementation of driver assistance systems, the demand for MEMS probe cards is expected to grow. In addition, electric vehicles are gaining traction due to government support and increased fuel prices.
  • For instance, the International Energy Agency (IEA) projected that electric vehicle (EV) sales will make up approximately 65% of total car sales by 2030 in the Net Zero Scenario. In order to achieve this, there must be an annual growth rate of around 25% in EV sales from 2023 to 2030. Such an exponential growth in EV sales creates a huge demand for ADAS systems and infotainment systems, resulting in increased demand for MEMS probe cards.
  • According to OICA, in 2023, approximately 94 million motor vehicles were produced worldwide. Indicating an increase of around 10% compared to the previous year. China, Japan, and Germany were among the largest producers of cars and commercial vehicles.

Asia Pacific Expected to Witness Significant Growth

  • Considering the changing dynamics of various regional industries, Asia-Pacific is anticipated to remain among the prominent contributors to the market's growth. The region has well-known semiconductor manufacturers, major semiconductor materials suppliers, advanced equipment, and specialized semiconductors, primarily in China and Japan.
  • South Korea's competitive advantage in the global high-bandwidth memory (HBM) and dynamic random-access memory (DRAM) markets is another driving force behind the probe card market. The integration of semiconductors into automotive electronics for safety, automation, electrification, and security purposes also contributes to the growth of the probe card market in the region.
  • The region is highly investing in its automotive industry, owing to a newer and sustainable future. This creates a high demand for IGBT semiconductors, AC-DC converters, automotive ICs, etc., thus propelling the demand for probe cards in the region. The Chinese automotive and mobility industry is globally renowned for its strong performance in the domestic market and promising prospects. The Chinese Ministry of Industry and Information Technology forecasts that the country's vehicle production is expected to hit 35 million by 2025, solidifying its position as the top car manufacturer worldwide.
  • According to a report from Invest Korea, the South Korean government expanded electric vehicle (EV) subsidies until the end of 2023. By 2030, the government of Korea aims to increase the share of hydrogen and electric vehicles in new vehicle sales by 33%.
  • According to NITI Ayog, India's EV finance industry is expected to reach USD 50 billion by 2030. The Indian government has set ambitious targets for EV adoption, aiming for 30% for private cars, 40% for buses, 70% for commercial vehicles, and 80% for two-wheelers by 2030, as stated in the NITI Ayog report. According to SMEV data, India witnessed a remarkable surge in the sale of four-wheel electric vehicles, with 90,432 units sold in FY 2024, showcasing a significant increase compared to the previous fiscal year.
  • China is at the forefront of 5G infrastructure development. As reported by MIIT, China had 3.38 million 5G base stations in FY 2023. The widespread availability of internet services increases the demand for smartphones, laptops, and tablets, further creating a conducive environment for the growth of the country's market.
  • For instance, according to the National Bureau of Statistics of China, the sales of consumer electronics and household appliances in China increased to CNY 130.95 billion (USD 18.08) in January/February 2024, compared to CNY 77.25 billion (USD 10.67) in December 2023.

Probe Card Industry Overview

The Probe Card market is highly fragmented due to the presence of global players and small and medium-sized enterprises. Some of the major players in the market are Formfactor Inc., Technoprobe SpA, Micronics Japan Co Ltd, Japan Electronic Materials Corporation, and Mpi Corporation. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

* May 2024 - FormFactor announced that it has been acknowledged again for its outstanding performance in TechInsight's customer satisfaction survey. Semiconductor manufacturers globally assess their suppliers on customer service, high performance, and product quality through this survey. FormFactor has been consistently selected as a leading provider of Test Subsystems for eleven consecutive years, particularly in producing probe cards.

* March 2024 - MJC Europe Gmbh, a German subsidiary of Micronics Japan Co. Ltd, decided to move to a new office in January 2024. This strategic relocation aims to enhance sales prospects for probe cards and test sockets designed for logic chips, specifically focusing on the automotive sector in Europe. The company's new office in Munich is strategically positioned within the semiconductor industry hubs of Europe.

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 COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitutes
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Technology Snapshot
  • 4.5 Pricing Trend Analysis

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for Consumer Electronics and IOT
    • 5.1.2 Miniaturization of Electronic Products
    • 5.1.3 Technological Advancement And Innovations in Semiconductor Industry
  • 5.2 Market Challenges/restraints
    • 5.2.1 High Costs Associated with Probe Cards
    • 5.2.2 Lack of Awareness Among Consumers Regarding The Benefits of Probe Card Solution

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 MEMS
    • 6.1.2 Vertical
    • 6.1.3 Cantilever
    • 6.1.4 Speciality
    • 6.1.5 Other Technologies
  • 6.2 By Application
    • 6.2.1 DRAM
    • 6.2.2 Flash
    • 6.2.3 Foundry and Logic
    • 6.2.4 Parametric
    • 6.2.5 Other Applications
  • 6.3 By Type
    • 6.3.1 Standard Probe Card
    • 6.3.2 Advanced Probe Card
  • 6.4 By Geography***
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia
    • 6.4.4 Australia and New Zealand
    • 6.4.5 Latin America
    • 6.4.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Vendor Market Share Analysis - 2023
  • 7.2 Company Profiles*
    • 7.2.1 Formfactor Inc.
    • 7.2.2 Technoprobe S.P.A.
    • 7.2.3 Micronics Japan Co. Ltd
    • 7.2.4 Japan Electronic Materials Corporation
    • 7.2.5 Mpi Corporation
    • 7.2.6 Feinmetall Gmbh
    • 7.2.7 Korea Instruments Co. Ltd
    • 7.2.8 Wentworth Laboratories Inc.
    • 7.2.9 GGB Industries Inc.
    • 7.2.10 Protec Mems Technology
    • 7.2.11 Nidec SV Probe
    • 7.2.12 Star Technologies Inc.
    • 7.2.13 Willtechnology Co Ltd
    • 7.2.14 TSE Co. Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET