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全球矽晶圓市場（重要材料），2024～2025年
市場調查報告書
商品編碼
1498835

全球矽晶圓市場（重要材料），2024～2025年

Silicon Wafers Market Report 2024-2025 (Critical Materials Report)
出版日期: | 出版商: TECHCET | 英文 204 Pages | 商品交期: 最快1-2個工作天內

價格

本報告分析了半導體裝置製造中使用的矽晶圓的市場環境和供應鏈。它還包括有關主要供應商、材料供應鏈中的問題和趨勢、供應商市場份額估計和預測以及材料細分市場預測的資訊。

目錄

第1章 摘要整理

第2章 調查範圍、目的、手法

第3章 半導體產業:市場現狀與展望

  • 世界經濟與展望
    • 半導體產業和世界經濟的關聯
    • 半導體的銷售額成長
    • 台灣的外包製造商月銷售趨勢
  • 晶片的銷售趨勢:電子各產品區隔
    • 電子產品的展望
    • 汽車產業的展望
    • 智慧型手機的展望
    • PC的展望
    • 伺服器/IT市場
  • 半導體製造的成長與擴大
    • 在晶片擴張方面投入巨資
    • 美國新廠
    • 全球工廠擴編推動成長
    • 資本投資趨勢
    • 先進邏輯技術路線圖
    • 工廠投資評估
  • 政策與貿易的趨勢與影響
  • 半導體材料概要
    • 晶圓的投入數量:未來預測（～2028年）
    • 材料市場預測（～2028年）

第4章 矽晶圓市場趨勢

  • 矽晶圓市場趨勢:概要
    • 矽晶圓市場（2023年）:2024年的關聯
    • 矽晶圓市場展望
  • 主要供應商的矽晶圓的生產能力
    • 矽晶圓的生產能力:各地區
  • 矽晶圓的擴張與投資:概要
    • 矽晶圓的擴張與投資:發表
    • 矽晶圓的擴張與投資:評論
  • 矽晶圓的供需平衡:概要
    • 供需平衡:300mm矽晶圓
    • 供需平衡:200mm矽晶圓
    • 供需平衡:300mm矽、磊晶（EPI）晶圓
  • 價格趨勢
  • 技術趨勢/技術促進因素:概要
    • 矽晶圓的一般的技術概要
    • 矽晶圓技術趨勢
    • 特殊/新矽晶圓和那個用途
  • 地區性的考慮
    • 地區的方面與推動因素
  • EHS和貿易/物流的問題
    • EHS（環境、健康、安全）問題
    • 貿易/物流問題
  • 矽晶圓市場趨勢相關分析師的評估

第5章 主要晶圓供應商趨勢

  • 矽晶圓的市場佔有率
    • 供應商的活動和營收報告（近期季度）
    • 前幾名供應商5公司的活動和營收報告（近期季度）
    • 現在季活動- 信越化學
    • 近期的季間的活動:SUMCO
    • 近期的季間的活動:GLOBALWAFERS
    • 近期的季間的活動:SILTRONIC
    • 近期的季間的活動:SK SILTRON
  • 併購 (M&A) 活動與合作夥伴關係 - 無
  • 工廠封閉
  • 新加入企業
  • 供應商或零件/產品線面臨停產風險
  • 對矽晶圓、供應商的分析師的評估

第6章 低階供應鏈:多晶矽

  • 低階（次級）供應鏈:供應商和市場概要
    • 多晶矽市場背景
    • 多晶矽市場趨勢
    • 多晶矽:工業用 vs 半導體等級
    • 半導體等級多晶矽的需求
    • 低階供應鏈:多晶矽市場佔有率
    • 半導體等級多晶矽的供應商與擴張計劃
    • 半導體等級多晶矽的擴張計劃和最新形勢
  • 低階供應鏈:阻礙（混亂）
  • 低階供應鏈:M&A、夥伴關係活動
  • 低階供應鏈:EHS和物流的問題
  • 低階供應鏈: "新" 參與企業
  • 低階供應鏈工廠的最新資訊
  • 低階供應鏈工廠的封閉
  • 低階供應鏈趨勢
  • 對低階供應鏈的分析師的評估

第7章 供應商的簡介

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • 其他20公司以上

第8章 附錄

This report covers the market landscape and supply-chain for silicon wafers used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

Silicon wafers are the fundamental starting point for nearly all semiconductor device fabrication. As such, the criticality of the role that this material plays in the semiconductor supply chain is hard to refute and is treated as such accordingly in this Critical Materials Reports(TM).

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

  • 1.1 SILICON WAFER BUSINESS - MARKET OVERVIEW
  • 1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
  • 1.3 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
  • 1.4 SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
  • 1.5 SILICON WAFER SEGMENT TRENDS
  • 1.6 TECHNOLOGY TRENDS
  • 1.7 COMPETITIVE LANDSCAPE
  • 1.8 MOST RECENTLY REPORTED QUARTERLY FINANCIALS OF TOP- 5
  • 1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
  • 1.10 ANALYST ASSESSMENT OF SILICON WAFERS

2 SCOPE, PURPOSE AND METHODOLOGY

  • 2.1 SCOPE
  • 2.2 METHODOLOGY
  • 2.3 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

  • 3.1 WORLDWIDE ECONOMY AND OUTLOOK
    • 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
    • 3.1.2 SEMICONDUCTOR SALES GROWTH
    • 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
  • 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
    • 3.2.1 ELECTRONICS OUTLOOK
    • 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK
      • 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
      • 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
    • 3.2.3 SMARTPHONE OUTLOOK
    • 3.2.4 PC OUTLOOK
    • 3.2.5 SERVERS / IT MARKET
  • 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
    • 3.3.2 NEW FABS IN THE US
    • 3.3.3 WW FAB EXPANSION DRIVING GROWTH
    • 3.3.4 EQUIPMENT SPENDING TRENDS
    • 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS
      • 3.3.5.1 DRAM TECHNOLOGY ROADMAPS
      • 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS
    • 3.3.6 FAB INVESTMENT ASSESSMENT
  • 3.4 POLICY & TRADE TRENDS AND IMPACT
  • 3.5 SEMICONDUCTOR MATERIALS OVERVIEW
    • 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028
    • 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028

4 SILICON WAFER MARKET TRENDS

  • 4.1 SILICON WAFERS MARKET TRENDS - OUTLINE
    • 4.1.1 2023 SILICON WAFER MARKET LEADING INTO 2024
    • 4.1.2 SILICON WAFER MARKET OUTLOOK
      • 4.1.2.1 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
      • 4.1.2.2 SILICON WAFER 5-YEAR EPI UNIT SHIPMENT FORECAST BY DIAMETER
      • 4.1.2.3 SILICON WAFER 2024 SHIPMENT FORECAST BY DIAMETER
      • 4.1.2.4 SILICON WAFER 5-YEAR REVENUE FORECAST INCLUDING SOI
  • 4.2 SILICON WAFER PRODUCTION CAPACITY OF TOP SUPPLIERS
    • 4.2.1 SILICON WAFER CAPACITY / PRODUCTION BY REGION
  • 4.3 SILICON WAFER EXPANSIONS AND INVESTMENTS- OVERVIEW
    • 4.3.1 SILICON WAFER EXPANSIONS AND INVESTMENTS- ANNOUNCEMENTS
    • 4.3.2 SILICON WAFER EXPANSIONS AND INVESTMENTS - COMMENTS
  • 4.4 SILICON WAFER SUPPLY VS. DEMAND BALANCE - OVERVIEW
    • 4.4.1 SUPPLY VS. DEMAND BALANCE - 300MM SILICON WAFERS
    • 4.4.2 SUPPLY VS. DEMAND BALANCE - 200MM SILICON WAFERS
    • 4.4.3 SUPPLY VS. DEMAND BALANCE - 300MM SILICON EPI WAFERS
  • 4.5 PRICING TRENDS
  • 4.6 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
    • 4.6.1 SILICON WAFER GENERAL TECHNOLOGY OVERVIEW
    • 4.6.2 SILICON WAFER TECHNOLOGY TRENDS
    • 4.6.3 SPECIALTY/EMERGING SILICON WAFER AND APPLICATIONS
  • 4.7 REGIONAL CONSIDERATIONS
    • 4.7.1 REGIONAL ASPECTS AND DRIVERS
  • 4.8 EHS AND TRADE/LOGISTIC ISSUES
    • 4.8.1 EHS ISSUES
    • 4.8.2 TRADE/LOGISTICS ISSUES
  • 4.9 ANALYST ASSESSMENT OF SILICON WAFER MARKET TRENDS

5 ACTIVITY OF LEADING WAFER SUPPLIERS

  • 5.1 SILICON WAFER MARKET SHARE
    • 5.1.1 CURRENT QUARTER - SUPPLIERS' ACTIVITIES & REPORTED REVENUES
    • 5.1.2 CURRENT QUARTER TOP-5 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
    • 5.1.3 CURRENT QUARTER ACTIVITY - SHIN ETSU
    • 5.1.4 CURRENT QUARTER ACTIVITY - SUMCO
    • 5.1.5 CURRENT QUARTER ACTIVITY - GLOBALWAFERS
    • 5.1.6 CURRENT QUARTER ACTIVITY - SILTRONIC
    • 5.1.7 CURRENT QUARTER ACTIVITY - SK SILTRON
  • 5.2 M&A ACTIVITY AND PARTNERSHIPS - NONE
  • 5.3 PLANT CLOSURES
  • 5.4 NEW ENTRANTS
  • 5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
  • 5.6 TECHCET ANALYST ASSESSMENT OF SILICON WAFER SUPPLIERS

6 SUB TIER SUPPLY-CHAIN, POLYSILICON

  • 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
    • 6.1.1 POLYSILICON MARKET BACKGROUND
    • 6.1.2 POLYSILICON MARKET TRENDS
    • 6.1.3 POLYSILICON - INDUSTRIAL VS. SEMICONDUCTOR-GRADE
    • 6.1.4 SEMICONDUCTOR-GRADE POLYSILICON DEMAND
    • 6.1.5 SUB-TIER SUPPLY CHAIN: POLYSILICON MARKET SHARE
    • 6.1.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS & EXPANSION PLANS
    • 6.1.7 SEMICONDUCTOR-GRADE POLYSILICON EXPANSION PLANS &NEWS
  • 6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
  • 6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY
  • 6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
  • 6.5 SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
  • 6.6 SUB-TIER SUPPLY-CHAIN PLANT UPDATES
  • 6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
  • 6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS
  • 6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

  • CENGOL
  • CETC
  • CHONGQING AST
  • CREE/WOLFSPEED
  • ESWIN
  • ...and 20+ more

8 APPENDIX

  • 8.1 INVESTMENT ANNOUNCEMENTS - SUPPLEMENTAL
  • 8.2 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
  • 8.3 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
  • 8.4 CHINA IMPACT ON GLOBAL 200 MM SUPPLY
  • 8.5 SIC WAFERS - SUPPLEMENTAL
  • 8.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS - SUPPLEMENTAL

LIST OF FIGURES

  • FIGURE 1.1: SILICON WAFER AREA SHIPMENT FORECAST
  • FIGURE 1.2: SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
  • FIGURE 1.3: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE TOP 3 VS. TOP 5
  • FIGURE 1.4: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 1.5: COMBINED REVENUES OF SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON
  • FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
  • FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 3.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)
  • FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES(IN MILLIONS OF UNITS)
  • FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
  • FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES
  • FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
  • FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2022-2027
  • FIGURE 3.12: FAB EXPANSIONS WITHIN THE US
  • FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
  • FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
  • FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW
  • FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
  • FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024
  • FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
  • FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
  • FIGURE 4.1: SILICON WAFER AREA SHIPMENT FORECAST
  • FIGURE 4.2: SILICON EPI WAFER AREA SHIPMENT FORECAST
  • FIGURE 4.3: SILICON WAFER QUARTERLY SHIPMENT FORECAST
  • FIGURE 4.4: SILICON WAFER REVENUE FORECAST
  • FIGURE 4.5: SILICON WAFER SUPPLIER SHARE OF 300MM CAPACITY
  • FIGURE 4.6: 300MM SILICON WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 4.7: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 4.8: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST,CHINA IMPACT
  • FIGURE 4.9: 300MM SILICON EPI WAFER SUPPLY/DEMAND FORECAST
  • FIGURE 4.10: WORLDWIDE SILICON WAFER ASP TREND
  • FIGURE 4.11:NWORLDWIDE SILICON WAFER ASP TREND BY DIAMETER
  • FIGURE 4.12: SPECIALTY/EMERGING SILICON WAFER APPLICATIONS
  • FIGURE 4.13: 2023 SILICON WAFER REVENUE SHARE BY REGION (COMPANY HQ)
  • FIGURE 5.1: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 5.2: SILICON WAFER MAKERS' QUARTERLY COMBINED SALES (INCLUDES SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON)
  • FIGURE 5.3: SHIN ETSU CURRENT QUARTER FINANCIALS
  • FIGURE 5.4: #2 SUMCO CURRENT QUARTER FINANCIALS
  • FIGURE 5.5: GLOBALWAFERS CURRENT QUARTER FINANCIALS
  • FIGURE 5.6: SILTRONIC CURRENT QUARTER FINANCIALS
  • FIGURE 5.7: SK SILTRON CURRENT QUARTER FINANCIALS
  • FIGURE 5.8: AN AERIAL VIEW OF SILTRONIC'S BURGHAUSEN FACILITY
  • FIGURE 6.1: POLYSILICON DEMAND SEMICONDUCTOR VS. PHOTOVOLTAIC APPLICATIONS
  • FIGURE 6.2: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR SILICON WAFERS (SEMICONDUCTOR APPLICATIONS)
  • FIGURE 6.3: UFLPA ENFORCEMENT METRICS SINCE IMPLEMENTATION OF THE ACT
  • FIGURE 6.4: PRICE TREND OF PV POLYSILICON
  • FIGURE 8.1: SIC WAFERING

LIST OF TABLES

  • TABLE 1.1: SILICON WAFER GROWTH OVERVIEW
  • TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
  • TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)
  • TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
  • TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
  • TABLE 4.1: ESTIMATED 300MM SILICON SHARE BY SUPPLIER
  • TABLE 4.2: SILICON WAFER SUPPLIER MANUFACTURING LOCATIONS
  • TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 SILICON WAFER SUPPLIER INVESTMENTS
  • TABLE 4.4: REGIONAL SILICON WAFER MARKETS
  • TABLE 4.5: REGIONAL SILICON WAFER MARKETS, CONTINUED
  • TABLE 5.1: MOST RECENT QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
  • TABLE 6.1: ESTIMATED 2023 POLYSILICON SUPPLIER RANKING
  • TABLE 6.2: SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
  • TABLE 8.1: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS
  • TABLE 8.2: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS, CONTINUED
  • TABLE 8.3: CHINA WAFER SUPPLIER 300 MM STATUS
  • TABLE 8.4: CHINA WAFER SUPPLIER 300 MM STATUS, CONTINUED
  • TABLE 8.5: CHINA WAFER SUPPLIER 200 MM STATUS
  • TABLE 8.6: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS
  • TABLE 8.7: EG POLYSILICON SUPPLIERS IN CHINA