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1687948

半導體設備：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Semiconductor Equipment - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 146 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年半導體設備市場規模為 1,330.7 億美元，到 2030 年將達到 1,624.5 億美元，預測期內（2025-2030 年）的複合年成長率為 4.07%。

半導體設備-市場-IMG1

全球半導體產業受到智慧型手機和高級家用電器等設備的同步成長以及汽車產業的成長所推動。

主要亮點

  • 這些產業受到無線技術（5G）和人工智慧等技術轉型的推動。多種因素，包括對高性能、低成本半導體的需求穩定成長，正在推動市場發展，並在短期、中期和長期產生各種影響。
  • 5G的推出預計將成為推動市場發展的關鍵因素之一。 5G的擴展將加速無線產業的發展，實現擴增實境、關鍵任務服務、固定無線存取和物聯網等創新。
  • 此外，隨著節點、晶圓尺寸不斷縮小等半導體產業的逐步變革，超大規模整合技術對晶圓尺寸增加的需求正推動半導體設備的成長。此外，由於晶圓小型化帶來的成本上升和測試挑戰，晶圓製造商正在將其製程監視器從裸晶圓轉變為生產晶圓。
  • 全球對300mm矽晶片的需求旺盛，近年來對200mm矽晶片的需求也大幅增加。據 SEMI 稱，2017 年至 2022 年期間，200 毫米晶圓廠準備在全球每月增加 60 萬多片晶圓。預計此類趨勢將進一步成為研究市場成長的催化劑。
  • 2020 年上半年，新冠疫情擾亂了全球半導體供應鏈和生產流程，尤其是在中國。主要原因是勞動力短缺，導致多家半導體公司暫停營運。這給依賴半導體的最終產品公司帶來了壓力。

半導體設備市場趨勢

消費性電子產品需求不斷成長

  • 消費性電子產品是成長最快的領域，對市場擴張貢獻巨大。智慧型手機的成長是該市場的主要推動力，預計其成長將隨著人口的成長而增加。由於對平板電腦、智慧型手機、筆記型電腦和穿戴式裝置等產品的需求不斷增加，消費性電子產品正在推動該產業的發展。隨著半導體技術的進步，機器學習等新的細分市場正在迅速整合。
  • 隨著汽車、醫療設備、智慧型裝置、智慧家庭、穿戴式裝置等的不斷進步，半導體整合已成為一種普遍現象。此外，由於消費者對小型化的需求，單晶片半導體的趨勢日益成長。製造半導體的機器正在蓬勃發展，使得將半導體整合到單晶片上成為可能。
  • 到2021年終，行動用戶數量將達到約82億。預計到 2027年終將達到約 91 億。同期行動寬頻用戶佔有率可能會從 84% 上升到 93%。到預測期結束時，獨立行動客戶數量預計將從年終的 61 億增加到 67 億。
  • 智慧型手機相關合約仍在增加。截至年終年底，合約數量為63億，佔全部行動電話合約的近77%。到 2027 年，預計這一數字將成長至 78 億，佔所有行動電話用戶的 87%。
  • 半導體設備市場受到對更快、更有效率的記憶體解決方案的需求的推動。這些半導體變得越來越複雜，能夠處理密集型記憶體操作。總體而言，由於對 IP 解決方案提供者的依賴增加，市場投資大量湧入。

亞太地區預計將佔據主要市場佔有率

  • 半導體設備高度集中在少數國家，少數主要國家以外的銷售非常有限或根本不存在。中國已成為成熟半導體技術的重要生產國。同時，中國政府繼續將半導體產業視為經濟成長和技術領先地位的驅動力。預計到2030年全球半導體產能將增加約40%。
  • 此外，2022年4月，領先的自動化測試設備供應商泰瑞達宣布向中國領先的微控制器單元（MCU）和安全整合電路（IC）晶片製造商國信科技出貨其第7,000台J750半導體測試平台。
  • 智慧電子設備的日益普及提高了製造機會，且電子設備在各種應用中的整合度更高，這是推動日本半導體設備成長的主要因素。此外，物聯網、人工智慧和連網型設備與各個終端用戶產業的結合預計將推動該國半導體設備市場的發展。
  • 國際產業組織國際半導體產業協會 (SEMI) 稱，由於汽車和高效能運算設備所使用的晶片需求強勁，預計台灣今年將成為全球最大的前端晶片製造設備支出地區。台灣在製造設備上的支出預計每年將增加52%，達到340億美元。
  • 包括韓國在內的主要鑄造中心正在加強投資並鼓勵本國工業影響力的成長。此外，韓國貿易、工業和能源部宣布，到2030年，晶片出口額預計將翻倍，達到2,000億美元。政府還計劃在首爾以南數十公里處建造一條“K半導體帶”，將晶片設計人員、製造商和供應商聚集在一起。這些工廠旨在在全球晶片短缺的情況下將主要半導體公司及其供應商聚集在一起，增強韓國在全球半導體行業的競爭力，並實現關鍵半導體材料和設備的本地化供應。

半導體設備產業概況

半導體設備市場競爭對手之間的敵意較高。企業專業化是由小型企業產業競爭所需的高額研發投入和資本支出所推動的。主要參與者包括應用材料公司、阿斯麥控股半導體公司和 KLA 公司。該市場的一些最新發展包括：

  • 2022年5月：SCREEN Holdings加大力度減少半導體產業對環境的影響。然而，隨著我們對半導體裝置的依賴性不斷增加，製造過程對環境的影響已成為通用。在這項挑戰背景下，SCREEN SPE 同意參與由世界領先的創新者 IMEC主導的永續半導體技術和系統調查計畫。該計劃旨在為減少整個半導體產業對環境的影響做出貢獻。
  • 2022 年 2 月：總部位於台灣的全球半導體代工廠聯華電子 (UMC) 宣布計劃在新加坡建立新的先進製造工廠。新工廠將建在該公司位於巴西立的現有工廠 Fab12i 旁。總投資額50億美元。新晶圓廠月產能為3萬片晶圓，預定2024年下半年開始生產。聯華電子稱，該工廠將成為新加坡最先進的半導體代工廠之一，將生產22nm和28nm晶片。

其他福利：

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

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場動態

  • 市場概況
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 競爭對手之間的競爭
    • 替代品的威脅
  • COVID-19 產業影響評估

第5章 市場動態

  • 市場促進因素
    • 家用電子電器需求不斷成長
    • 人工智慧、物聯網和連網型設備的產業分佈
  • 市場限制
    • 此技術的動態特性使得製造設備必須進行多項變革

第6章 市場細分

  • 依設備類型
    • 前端裝置
      • 光刻設備
      • 蝕刻設備
      • 成膜設備
      • 測量/檢測設備
      • 材料去除及清洗設備
      • 光阻劑處理設備
      • 其他設備
    • 後端設備
      • 測試設備
      • 組裝包裝設備
  • 按供應鏈進入
    • IDM
    • OSAT
    • 晶圓代工廠
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
      • 中國
      • 日本
      • 台灣
      • 韓國
    • 世界其他地區

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
    • Veeco Instruments Inc.
    • Screen Holdings Co. Ltd
    • Teradyne Inc.
    • Hitachi High-Technologies Corporation

第8章投資分析

第9章 市場機會與未來趨勢

簡介目錄
Product Code: 67023

The Semiconductor Equipment Market size is estimated at USD 133.07 billion in 2025, and is expected to reach USD 162.45 billion by 2030, at a CAGR of 4.07% during the forecast period (2025-2030).

Semiconductor Equipment - Market - IMG1

The global semiconductor industry is driven by the simultaneous growth of smartphones and other devices, such as advanced consumer electronics, and the growth of the automotive industry.

Key Highlights

  • These industries are driven by technology transitions such as wireless technologies (5G) and artificial intelligence. Several factors, including a steady rise in the demand for high-performance and low-cost semiconductors, drive the market with varying impacts over the short, medium, and long term.
  • The deployment of 5G is expected to be one of the key factors driving the market. This is because the expansion of 5G would lead to the expansion of the wireless industry and enable innovations like augmented reality, mission-critical services, fixed wireless access, and the Internet of Things.
  • Furthermore, with the gradual transitions in the semiconductor industry, such as the miniaturization of nodes and wafer sizes, the demand for increasing the wafer sizes for ultra-large-scale integration technologies has fostered the growth of semiconductor equipment. Moreover, fab manufacturers are shifting process monitors from bare wafers to production wafers due to the higher cost and inspection challenges faced by wafer miniaturization.
  • The global demand for 300 mm silicon wafers is strong, and the demand for 200 mm has also seen a surge in recent years. According to SEMI, 200 mm fabs are gearing up to add over 600,000 wafers per month across the world during 2017-2022. Such trends are further expected to act as catalysts for the growth of the market studied.
  • The COVID-19 pandemic disrupted the supply chains and production processes of semiconductors worldwide, especially in China, during the first half of 2020. The primary reason was a labor shortage, during which several semiconductor companies suspended operations. This created a crunch for end-product companies that depend on semiconductors.

Semiconductor Equipment Market Trends

Increasing Demand for Consumer Electronic Devices

  • Consumer electronics is the fastest-growing segment and contributes significantly to market expansion. The growth of smartphones, which is predicted to increase with population growth, is the key driving force for this market. Consumer electronics drive the industry due to the increased demand for products such as tablets, smartphones, laptop computers, and wearable gadgets. As semiconductor technology advances, new market areas, such as machine learning, are rapidly being integrated.
  • Due to ongoing improvements in items, including cars, medical equipment, smart devices, smart homes, and wearables, semiconductor integration has become a widespread phenomenon. Additionally, the trend of combining semiconductors into a single chip is expanding due to the consumers' desire for small-sized devices. The machinery used to manufacture semiconductors is gaining momentum since it makes it possible to assemble semiconductors on a single chip.
  • There were approximately 8.2 billion mobile subscriptions by the end of 2021. This is anticipated to reach nearly 9.1 billion by the end of 2027. The percentage of mobile broadband subscriptions may rise from 84% to 93% at the same time. By the end of the forecast period, there are expected to be 6.7 billion unique mobile customers, up from 6.1 billion at the end of 2021.
  • Smartphone-related subscriptions are still increasing. There were 6.3 billion at the end of 2021, making up nearly 77% of all mobile phone subscriptions. By 2027, this is anticipated to increase to 7.8 billion, or 87% of all mobile subscribers.
  • The semiconductor equipment market is driven by the demand for quicker and more effective memory solutions. These semiconductors are becoming more complicated and can handle intensive memory operations. Overall, the market is seeing significant investments due to the increased reliance on IP solution providers.

Asia-Pacific Expected to Hold Significant Market Share

  • The semiconductor equipment is highly concentrated in a few countries, and sales of this equipment are very limited or non-existent outside some major countries. China has grown significantly as an essential producer of mature semiconductor technologies. On the other hand, the Chinese government continues to prioritize the semiconductor industry as a driver of economic growth and technological leadership. It is expected to add roughly 40% of the new global capacity by 2030.
  • Further, in April 2022, Teradyne Inc., a leading supplier of automated test equipment, announced the shipment of the 7,000th unit of its J750 semiconductor test platform to Nations Technologies, a leading microcontroller unit (MCU) and security integrated circuit (IC) chip maker in China.
  • The growing adoption of smart electronic devices that improve manufacturing opportunities and the significant integration of electronics into various applications are the key factors driving the growth of semiconductor equipment in Japan. Moreover, the incorporation of IoT, artificial intelligence, and connected devices into various end-user industries are expected to drive the semiconductor equipment market in the Country.
  • Due to the robust demand for chips used in vehicles and high-performance computing devices, Taiwan is expected to become the world's largest spender on front-end chip manufacturing equipment this year, according to the international trade group SEMI. Taiwanese fab equipment spending is expected to rise by 52% yearly to USD 34 billion.
  • South Korea and other major hubs for foundries are increasingly investing and incentivizing to expand the industry presence of their respective countries. In addition, the Ministry of Trade, Industry, and Energy announced that chip exports are expected to double to USD 200 billion by 2030. Furthermore, the government seeks to build a "K-Semiconductor belt" that stretches dozens of kilometers south of Seoul and brings together chip designers, manufacturers, and suppliers. These plants aim to sharpen South Korea's competitive edge in the global semiconductor industry and localize major semiconductor materials and equipment supplies with key semiconductor companies and their suppliers working in clusters amid a global chip shortage.

Semiconductor Equipment Industry Overview

The intensity of competitive rivalry is moderately high in the semiconductor equipment market. Firm specialization is driven by the high R&D investments and capital expenditures required to compete in the SME industry. Some key players are Applied Materials Inc., ASML Holding Semiconductor Company, and KLA Corporation. A few recent developments in this market are:

  • May 2022: SCREEN Holdings increased its efforts to reduce the environmental impact of the semiconductor industry. However, as reliance on semiconductor devices has grown, the environmental impact created by the manufacturing processes has become a shared concern for the semiconductor industry. With this challenge in mind, SCREEN SPE agreed to join the Sustainable Semiconductor Technologies and Systems research program led by IMEC, a world-leading innovator. The program is designed to help the semiconductor industry reduce its overall environmental impact.
  • February 2022: United Microelectronics Corporation (UMC), a Taiwanese global semiconductor foundry, announced its plans to build a new advanced manufacturing facility in Singapore. The new facility would be built next to its existing plant, known as Fab12i, in Pasir Ris. The total investment for the planned project was USD 5 billion. The new wafer fab facility would have a monthly capacity of 30,000 wafers, with production expected to start in late 2024. According to UMC, it would also be one of the most advanced semiconductor foundries in Singapore and will produce 22 nm and 28 nm chips.

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 DYNAMICS

  • 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 Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Intensity of Competitive Rivalry
    • 4.2.5 Threat of Substitutes Products
  • 4.3 Assessment of Impact of COVID-19 on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Consumer Electronic Devices
    • 5.1.2 Proliferation of AI, 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 Equipment Type
    • 6.1.1 Front-end Equipment
      • 6.1.1.1 Lithography Equipment
      • 6.1.1.2 Etch Equipment
      • 6.1.1.3 Deposition Equipment
      • 6.1.1.4 Metrology/Inspection Equipment
      • 6.1.1.5 Material Removal/Cleaning Equipment
      • 6.1.1.6 Photoresist Processing Equipment
      • 6.1.1.7 Other Equipment Types
    • 6.1.2 Back-end Equipment
      • 6.1.2.1 Test Equipment
      • 6.1.2.2 Assembly and Packaging Equipment
  • 6.2 By Supply Chain Participants
    • 6.2.1 IDM
    • 6.2.2 OSAT
    • 6.2.3 Foundry
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia Pacific
      • 6.3.3.1 China
      • 6.3.3.2 Japan
      • 6.3.3.3 Taiwan
      • 6.3.3.4 Korea
    • 6.3.4 Rest of the World

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 Veeco Instruments Inc.
    • 7.1.7 Screen Holdings Co. Ltd
    • 7.1.8 Teradyne Inc.
    • 7.1.9 Hitachi High -Technologies Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS