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半導體生產設備矽晶圓

市場調查報告書

商品編碼

1630252

矽外延片：市場佔有率分析、產業趨勢、成長預測（2025-2030）

Silicon Epitaxial Wafer - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年01月05日 | 出版商:

Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

矽外延片市場預計在預測期間內複合年成長率為4.42%

主要亮點

半導體矽晶圓仍然是許多微電子元件的核心元件，並構成電子工業的基石。由於數位化和電子移動是當前的技術趨勢，這些產品應用於許多設備。
目前，市場對矽晶圓的需求超過了工業供應。公司正在利用這一趨勢來增加產量並增加市場佔有率。
此外，對更小設備的需求意味著單一設備需要更多功能。這意味著IC晶片必須有更多的電晶體才能支援更多的功能。智慧型手機和平板電腦等無線計算設備的進步正在活性化半導體設計人員的設計活動。此外，對電子產品小型化日益成長的需求（由於對實現更低功耗的更薄晶圓的需求）預計將在預測期內推動矽外延晶圓市場的多項進步。
行業平均價格不斷上漲。例如，日本信越化學公司佔了矽外延片市場佔有率。例如，佔大部分市場佔有率的日本信越化學公司宣布，從2021年4月開始，將所有矽晶圓產品的價格從10%提高到20%。公司正在利用需求增加的機會，進一步影響收益。第二大晶圓供應商環球晶圓表示，其矽晶圓產線已滿員，加上價格上漲，3月收益成長，年增12.99%。
消費電子等以消費者為中心的終端用戶產業對矽晶圓的需求強勁，迫使產業廠商擴大產能並投資創新研究。
COVID-19 已導致中國國內供應鏈和生產中斷。隨著中國在過去20-30年成為世界製造中心，主要的半導體製造業受到了顯著的影響。

矽外延片市場趨勢

電力電子可望佔較大佔有率

節能產品不斷成長的需求是推動所有最終用戶產業電力電子產品外延片需求的關鍵因素之一。因此，市場供應商瞄準了廣泛的行業，以降低風險並擴大基本客群。
儘管 IGBT 和 MOSFET 市場可能會繼續成長，但部分市場預計將轉向 SiC，特別是在討論 EV/HEV 模組時。此外，不斷成長的替代絕緣柵、雙極電晶體和閘流體的應用也支援了對功率 MOSFET 的需求。此外，使用功率MOSFET在低電壓下提高元件功率效率的顯著優勢進一步推動了全球功率MOSFET市場的需求。
電力電子在消費性設備中的使用不斷增加也推動了需求。智慧型手機和智慧型設備的日益普及、物聯網設備的日益普及以及工業應用的增加也為電力電子打開了新興市場。電力電子裝置的高需求也導致2018年和2019年200mm晶圓短缺。主要客戶仍有大量設備庫存，減少了客戶需求。電力電子市場的長期成長也推動了 300mm 晶圓生產。超過七家全球電力電子供應商已宣布投資新的製造產能，預計 2021 年開始生產。
Imec 和 Qromis 一直合作在 Aixtron 的 G5+C 200 mm MOVCD 平台上生長外延層，並在 200 mm QST基板上開發增強模式、p-GaN 分立元件和 IC 功率元件。兩家公司均從事元件製造，擁有先進的 CMOS 矽試驗線，開發 GaN 功率元件、分立和單晶片整合 IC 形式以及 200mm QST基板。 Imec 和 Qromis 正在與德國 GaN MOCVD 設備製造商 Aixtron 合作開發 GaN-on-QST 外延技術。許多產業專家預測，全球加工300毫米晶圓的積體電路（IC）半導體製造廠數量將從2002年的15家增加到2023年的138家。

預計亞太地區將佔據主要佔有率

在半導體晶圓市場，2021年至2022年200mm晶圓產量預計將活性化。到 2025 年，對 300mm 晶圓的需求預計將成長，所研究的市場也可能證實進步和創新。亞太地區也因其在半導體製造方面的優勢而在市場上佔據主導地位。 SiC基板的高市場價格和 LED 需求的不斷成長迫使許多亞洲製造商轉向 GaN 晶圓。然而，2019-2020年，許多中國LED製造商的GaN晶圓產量過剩。金屬有機化學氣相沉積（MOCVD）市場的GaN LED產量與產量相比也有顯著過剩。
近十年來，中國半導體產業呈現成長趨勢。根據中國工業與資訊化部統計，2018年中國製造商的半導體銷售額達973億美元，約佔當年全球半導體銷售額的20%。該國的目標是到 2020 年生產所用半導體的 40%，到 2025 年生產 70%。
中國政府的國家戰略規劃「中國製造2025」也是該刊物崛起的一大因素。該計劃的核心目標是半導體產業的成長。此外，中國國家智慧財產權局 (CNIP) 的 2021 年預算預計，到 2023 年每年會有 200 萬件申請，預計這將推動研究市場的成長。
此外，台積電已表示有興趣並敲定在亞利桑那州建造一座先進的 5 奈米晶圓廠的計劃。該公司董事會還核准了對亞利桑那州一家全資鑄造廠投資 35 億美元。該公司也將在2021年至2029年間總共投資120億美元建造一座12吋晶圓廠，採用先進的5奈米製程生產晶片。

矽外延片行業概況

矽外延片市場競爭溫和，許多主要企業進入市場，如 SweGaN、GlobalWafers Japan、Siltronic AG、II-VI Incorporated 和 Sumco Corporation。目前，就市場佔有率而言，還沒有主要企業在市場上佔據主導地位。公司專注於產品創新，並透過併購來保持競爭力。

2022年8月－貳陸公司投資1億美元向天宇供應電力電子用碳化矽基板契約，以滿足天宇長期客戶的供貨需求。
2022 年 6 月 - SK Siltron Corporation.Ltd. 宣布計劃在 2024 年上半年之前斥資 8.1 億美元擴大國內產能，併計劃在此基礎上提高產量。

其他好處

Excel 格式的市場預測 (ME) 表
3 個月分析師支持

Key Highlights

Semiconductor silicon wafer remains the core component of many microelectronic devices and forms the cornerstone of the electronics industry. With digitization and electronic mobility being the current trends in technology, these products are finding applications in many devices.
Currently, the demand for silicon wafers in the market exceeds the supply in the industry. This factor creates considerable scope for expansion, as the companies utilize this trend to expand their market shares by ramping up production.
In addition, the demand for small-sized gadgets has increased the requirement for more functionalities from a single device. This means that an IC chip should now house more transistors to support more functionalities. Thus, the advancements in wireless computing devices, such as smartphones and tablets, have helped increase semiconductor designers' design activities. Further, the growing need for miniaturization in electronics (due to the demand for thinner wafers that consume low power) is expected to drive some advancements in the silicon epitaxial wafer market over the forecast period.
The average prices in the industry are increasing. For instance, the Japanese company, Shin -Etsu Chemical Co . , which holds most of the market share, announced a price hike on all silicon wafer products to rise from 10 % -20 % from April 2021 onwards. The companies are taking advantage of the growing demand, further impacting the revenue accrued. GlobalWafer Co . , the second largest silicon wafer supplier, said that their silicon wafer production lines are fully loaded, coupled with the price hike, which led to an increase in revenue in March, which reached a 12 .99 % yearly increase.
Consumer-centric end-user industries, such as consumer electronics, have robust demand for silicon wafers, forcing vendors in the industry to expand production facilities while investing in research to innovate.
Due to COVID-19, China disrupted the country's supply chain and production. Major semiconductor manufacturing industries have been significantly affected due to China becoming a world production center over the past two to three decades.

Silicon Epitaxial Wafer Market Trends

Power Electronics is Expected to Significant Share

The growing need for power-efficient products is one of the major factors driving the demand for the epitaxial wafer for power electronics products across all the end-user industries. Therefore, the market vendors are targeting a wide range of industries to mitigate risk and expand their customer base.
The IGBT and MOSFET markets may continue to increase, but a part of the market is expected to go to SiC, especially when discussing modules for EV/ HEV. Moreover, the demand for power MOSFET is supported by its growing use in replacing insulated-gate, bipolar transistors, and thyristors. Additionally, the significant advantage of using power MOSFET in reinforcing the power efficiency of devices at low voltages further drives the demand for the global power MOSFET market.
The increasing usage of power electronics in consumer devices also fuels the demand. The growing penetration of smartphones and smart devices, increasing the adoption of IoT devices, and increasing industrial usage are also developing markets for power electronics. The high demand for power electronics devices has also resulted in a shortage of 200 mm wafers in 2018 and 2019. The customer demand is falling because major customers still have vast equipment inventory. The long-term growth in the power electronics market is also driving 300 mm wafer-based production. More than seven global power electronics vendors have announced an investment in new fabrication capabilities to be in production from 2021.
Imec and Qromis have collaborated for the developed enhancement-mode, p-GaN discrete, and IC power devices on 200 mm QST substrates, with epitaxy layers grown in Aixtron's G5+ C 200 mm MOVCD platform. Both companies have been working on device fabrication, developing GaN power devices, indiscreet and monolithically-integrated ICs forms, and 200 mm QST substrates in an advanced CMOS silicon pilot line. Imec and Qromis have collaborated with Germany-based GaN MOCVD equipment manufacturer, Aixtron on GaN-on-QST epitaxy development. Many industrial experts claim that the number of integrated circuits (IC) semiconductor fabrication plants processing 300 mm wafers worldwide are expected to grow from 15 in 2002 to 138 by 2023.

Asia Pacific is Expected to Hold Major Share

The semiconductor wafer market is expected to ramp up 200 mm manufacturing between 2021-2022. The demand for 300 mm wafers is expected to grow by 2025; the market studied may also witness advancement and innovation. Due to their dominance in semiconductor manufacturing, Asia-Pacific is also dominating the market looked. The high market price of the SiC substrate and the growing LED demand forced many Asian manufacturers to GaN wafers. However, in 2019-2020, many Chinese LED manufacturers overproduced GaN wafers. The Metalorganic Chemical Vapour Deposition (MOCVD) market is also witnessing a significant overcapacity for GaN LED production compared to what is produced.
The semiconductor industry of China has been showing an upward trend for the past ten years. According to China's Ministry of Industry and Information Technology, semiconductor sales by Chinese manufacturers reached USD 97.3 billion in 2018, which is around 20% of the global semiconductor revenue for the year. The country aims to produce 40% of the semiconductors it uses by 2020 and 70% by 2025.
The Chinese government's Made in China 2025 national strategic plan has also been a significant factor in the publications' rise. The central aim of the plan is the growth of the semiconductor industry. Further, China's National Intellectual Property Administration (CNIP) 2021 budget anticipates 2 million filings per year till 2023, which is expected to drive the growth of the studied market.
Moreover, TSMC cited its interest and finalized its plan to build an advanced 5-nanometer wafer plant in Arizona. The company's board of directors had also approved investing USD 3.5 billion in a wholly-owned foundry in Arizona. It also stated to spend a total of USD 12 billion from 2021 to 2029 to build a 12-inch wafer plant to produce chips using the advanced 5nm process.

Silicon Epitaxial Wafer Industry Overview

The Silicon Epitaxial Wafer Market is moderately competitive and consists of many significant players SweGaN, GlobalWafers Japan CO. Ltd, Siltronic AG, II-VI Incorporated, and Sumco Corporation. None of the major players currently dominate the market in terms of market share. Along with an increased focus on product innovation, the companies also engage in mergers and acquisitions to stay competitive.

August 2022 - II-VI Incorporated has invested in a USD 100 Million Contract to Supply Tianyu with Silicon Carbide Substrates for Power Electronics to meet the requirements of Tianyu's supply with long-term customers.
June 2022 - SK Siltron Corporation. Ltd. announced a plan to spend USD 810 million on expanding its domestic capacity by the first half of 2024, from which it plans to ramp up output.

Additional Benefits:

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

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 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Suppliers
- 4.2.3 Threat of New Entrants
- 4.2.4 Intensity of Competitive Rivalry
- 4.2.5 Threat of Substitutes
4.3 Industry Value Chain Analysis
4.4 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Miniaturization of Technology
- 5.1.2 Rise in Demand of High Performance Lighting
5.2 Market Restraints
- 5.2.1 Complexities Associated with the Design

6 MARKET SEGMENTATION

6.1 By Applications
- 6.1.1 Power Electronics
- 6.1.2 MEMS
- 6.1.3 RF Electronics
- 6.1.4 Photonics
6.2 By Geography
- 6.2.1 China
- 6.2.2 Taiwan
- 6.2.3 Korea
- 6.2.4 North America
- 6.2.5 Europe
- 6.2.6 Rest of the World

7 DETAILED MAPPING OF EPITAXIAL WAFER TYPE WITH PREFERRED APPLICATION

8 EPITAXIAL GROWTH APPLICATIONS AND OPPORTUNITIES

9 KEY ATTRIBUTES OF AN EPITAXIAL WAFER

10 DETAILED ANALYSIS ON OTHER TYPES

OF WAFERS (GaAS ,GaN/Substrate, InP, etc.)

11 COMPETITIVE LANDSCAPE

11.1 Company Profiles
- 11.1.1 SweGaN AB
- 11.1.2 Sumco Corporation
- 11.1.3 GlobalWafers Japan CO. Ltd
- 11.1.4 Siltronic AG
- 11.1.5 MOSPEC Semiconductor Corporation
- 11.1.6 IQE PLC
- 11.1.7 II-VI Incorporated
- 11.1.8 SHOWA DENKO K.K.