semiconductor equipment, that is, the equipment used in the chip manufacturing and packaging and testing process, also includes the machinery and equipment required for the production of semiconductor raw materials in a broad sense. In the whole process of chip manufacturing and packaging and testing, there are thousands of processing procedures, and there are roughly nine types of equipment involved, which can be divided into hundreds of different machines. : Lithography machine, etching machine, thin film deposition equipment, ion implantation machine, testing machine, sorting machine, etc.
The semiconductor industry cyclically brings new momentum
From the perspective of global semiconductor development, affected by macroeconomic changes and technological innovations, the semiconductor industry is cyclical. From 2017 to 2019, the global semiconductor industry came to a decline cycle. In 2019, the global demand for solid-state storage and smartphones and PCs slowed down, and global trade frictions heated up, leading to a decline in the global semiconductor demand market. The annual sales were US$412.1 billion, down 12.1% year-on-year. Entering 2020, a series of new technologies and market demands, such as 5G commercialization, data centers, Internet of Things, smart cities, and automotive electronics, will give the semiconductor industry new momentum.
The global semiconductor equipment market size is about 60 billion US dollars
According to SEMI statistics from the International Semiconductor Industry Association, global semiconductor equipment sales have fluctuated in recent years, reaching US$59.75 billion in 2019, down 7.4% from the historical high of US$64.53 billion in 2018. In the first quarter of 2020, global semiconductor equipment sales were $15.57 billion, a decrease of 13% from the fourth quarter of 2019, but an increase of 13% compared to the first quarter of 2019. Although the total market value of semiconductor equipment is only tens of billions of dollars, it is the cornerstone of semiconductor manufacturing and supports the trillions of Electronic software and hardware ecosystems in the world. The hard dimension standard margin of .
Front-end equipment occupies a major market share
From the perspective of the semiconductor manufacturing process, there are many front-end processes and many types of equipment involved. In a new wafer investment and construction, equipment investment generally accounts for 70-80%. According to the classification of process flow, in the equipment investment of new wafers, the front-end equipment for wafer processing occupies the main market share, about 80%; the packaging and testing equipment accounts for about 18%.
The market is mainly concentrated in Taiwan and mainland China
In recent years, in the global semiconductor equipment consumer market, the three major markets of mainland China, Taiwan, and South Korea have been ranked in the top three. Among them, mainland China has the most potential for development. It has been on the rise from the third place in previous years to the second place in the last year.
Specifically, in 2019, Taiwan, China was the largest market for semiconductor equipment, with sales increasing by 68% to US$17.12 billion, accounting for 28.65% of the global market. Mainland China maintained its position as the second largest equipment market with sales of US$13.45 billion, accounting for 22.51%. The third place is South Korea, with sales of 9.97 billion US dollars, down 44% year-on-year, accounting for 16.69%.
In the first quarter of 2020, the top three are still Taiwan, China, and South Korea, accounting for 25.82%, 22.48%, and 21.58% of sales, respectively.
Japanese, American and Dutch brands occupy the top spot
At present, the global semiconductor equipment market is highly concentrated, and TOP10 companies represented by the United States, the Netherlands and Japan monopolize more than 90% of the global semiconductor equipment market. The famous American equipment companies Applied Materials, Fanlin Semiconductor, Teradyne, and Ketian Semiconductor together occupy more than 40% of the entire equipment market, and they are all in the absolute leading position in the three sub-fields of thin film, etching, and front and rear inspection. With leading technology and nearly half of the market share, it is difficult for any semiconductor manufacturing company to completely separate from the US semiconductor equipment supply system.
The future scale is expected to exceed 100 billion
On the whole, despite the impact of the epidemic, the semiconductor industry and semiconductor equipment industry are still growing against the trend. Against the background of the recovery of memory spending, advanced process investment and the active promotion of semiconductor investment in mainland China, it is expected that the global semiconductor equipment market will continue to grow in 2020. The market size is expected to reach US$63.2 billion, a year-on-year increase of 6%; in 2021, it is expected to reach US$70 billion ; will exceed $100 billion in 2025.
The above data comes from the “China Semiconductor Industry Strategic Planning and Corporate Strategy Consulting Report” by the Qianzhan Industry Research Institute. At the same time, the Qianzhan Industry Research Institute provides solutions such as industrial big data, industrial planning, industrial declaration, industrial park planning, and industrial investment promotion.