According to Jiwei.com, semiconductor components support the semiconductor equipment industry, which in turn supports semiconductor chip manufacturing and the entire modern electronic information industry. Semiconductor parts refer to parts that meet the requirements of semiconductor equipment and technology in terms of material, structure, process, quality and precision, reliability and stability, such as O-Ring sealing ring, EFEM (transmission module), RF Gen radio frequency power supply, ESC electrostatic chuck, silicon ring and other structural parts, Pump vacuum pump, MFC gas flow meter, precision bearing, Shower Head gas sprinkler head, etc.
The "Global Semiconductor Equipment Parts Market Research Report" is based on five chapters: an overview of semiconductor equipment parts, classification and detailed explanation of semiconductor equipment parts, the main characteristics of the semiconductor equipment parts industry, the global semiconductor equipment parts market size and major enterprises, and the domestic semiconductor equipment parts market size and major enterprises, to comprehensively interpret the global semiconductor equipment parts market and help industry insiders understand the global semiconductor equipment parts market in many aspects. Semiconductor equipment is composed of tens of millions of parts, and the performance, quality and accuracy of the parts directly determine the reliability and stability of the equipment, which is the key basic element of the high-end semiconductor manufacturing capacity in China. In order to help industry insiders have a comprehensive and detailed understanding of the global semiconductor equipment parts market, Jiwei Consulting combined first-hand research and database information to release the "Global Semiconductor Equipment Parts Market Research Report".
Classification and detailed explanation of semiconductor equipment parts
Semiconductor parts are the key components of semiconductor equipment, the industry has not yet formed a standard for the classification of semiconductor parts, and there are currently three main classification methods: classification by service object, classification by function, and classification by material.
According to the service objects of semiconductor parts, semiconductor core components can be divided into precision machining parts and general purchased parts. Among them, precision machining parts are usually designed by engineers at each semiconductor equipment company, and then outsourced processing, and are usually only used on their own equipment. Generally speaking, it is relatively easy to localize precision machining parts, but the requirements for its surface treatment, precision machining and other process technologies are high. General purchased parts are some general parts that have been proven for a long time and are widely recognized by many equipment factories and manufacturers, which are more standardized and can be used for different equipment of different equipment companies, and will also be used as spare consumables on the production line. Because this kind of parts have strong versatility and consistency, and need to be certified by equipment and manufacturing production lines, it is difficult to localize.
According to the functional use of parts in integrated circuit equipment and production lines, parts can be divided into nine categories of parts, including transmission, vacuum, gas circuit, anti-corrosion liquid circuit, heating and temperature control, power supply, precision machining and ultra-clean treatment, sensor and measurement, and optics.
Among them, transmission, sensor and measurement components can be used in all semiconductor equipment, vacuum, gas path, heating and temperature control, power supply, precision processing and ultra-clean treatment are mainly used in thin film deposition equipment, etching equipment, chemical mechanical polishing equipment, etc., optics are mainly used in lithography equipment, measurement equipment, etc.
According to the main materials and functions of semiconductor parts, they can be divided into 12 categories, including silicon/silicon carbide parts, quartz parts, ceramic parts, metal parts, graphite parts, plastic parts, vacuum parts, seals, filter parts, moving parts, electronic control parts and other components.
Foreign manufacturers in the semiconductor parts industry occupy the leading position, and the domestic production rate is low as a whole. According to the analysis and research of Jiwei Consulting, the localization rate of silicon parts, quartz parts, filters, metal cavities and other parts has reached more than 10%, the localization rate of RF generators, MFCs, robotic arms and other parts is 1%-5%, while the localization rate of valves, electrostatic chucks, measuring instruments and other parts is less than 1%.
The main characteristics of the semiconductor equipment parts industry
Semiconductor equipment parts are the core components of semiconductor equipment, and the product quality and accuracy of the parts directly determine the process performance level of semiconductor equipment. With the acceleration of the localization of semiconductor equipment, the importance of parts is becoming more and more obvious. However, it is characterized by a wide variety of components that make up semiconductor equipment, interdisciplinary integration, and a small and scattered proportion of the market size of a single product. In general, Jiwei Consulting summarizes the main characteristics of the semiconductor equipment parts industry into three points: technology-intensive, multidisciplinary cross-integration, and obvious fragmentation. From the perspective of various types of semiconductor equipment, general equipment parts account for 70%~85% of the total equipment expenditure.
In terms of technology-intensive, compared with the basic components of other industries, semiconductor parts are used in different core semiconductor equipment, and have extremely high requirements for processing accuracy, measurement accuracy, material smoothness, and performance stability. It often involves a variety of technologies and needs to take into account the composite requirements of components.
In terms of multidisciplinary integration, there are many types of semiconductor components, with large coverage and long industrial chain, which involve interdisciplinary and multidisciplinary integration of materials, machinery, physics, electronics, precision instruments and other fields from R&D, design, manufacturing and application. For example, the electrostatic chuck used to fix the wafer in semiconductor equipment itself is made of alumina ceramic or aluminum nitride ceramic as the main material, but at the same time, other conductive substances need to be added to make its resistivity meet the functional requirements, and the thermal conductivity, wear resistance and hardness of the ceramic material need to be taken into account in order to meet the requirements of the electrostatic chuck.
Fragmentation characteristics are obvious, due to the large number of precision parts and components, the batch size is small, the market fragmentation characteristics are obvious, the market space for a single product is not large, and many parts and components products that belong to various industries will be used with a certain degree of versatility, so the leading manufacturers of various sub-categories often cover multiple downstream, and the products are used in semiconductors, industry, medical and other fields at the same time. For example, ZEISS optical lenses are not only used in lithography machines, but also widely used in microscopes, video cameras, etc.
Global semiconductor equipment parts market size and major players
According to the research of Jiwei Consulting, the global integrated circuit components market will increase from 130.2 billion yuan in 2019 to 240.8 billion yuan in 2022, with a compound annual growth rate of 28.3%. It is estimated that the global market size will decline to 222.6 billion yuan in 2023.
In 2022, the total revenue of core enterprises in global semiconductor equipment parts will exceed 20 billion US dollars, accounting for 60% of the global semiconductor equipment parts market. Among the core component companies, American and Japanese companies dominate the semiconductor parts market.
Among them, ZEISS is the global benchmark in the optical and optoelectronic industry, MKS is a global cross-industry electrical system platform company, VAT is the global semiconductor vacuum valve leader, UCT is the gas-liquid system module leader, and EBARA is the dry vacuum pump leader.
The market size and major enterprises of domestic semiconductor equipment parts
The market size of integrated circuit components in mainland China has increased from 2.9 billion yuan in 2018 to 70.1 billion yuan in 2022, with a compound annual growth rate of 35.45%, and the market growth rate is significantly higher than the global level. Among them, the sales revenue of domestic integrated circuit parts in 2022 will be about 8.4 billion yuan, accounting for about 12% of the domestic market. It is estimated that the sales market size of China's integrated circuit components will reach 71 billion yuan in 2023.
According to the statistics of Jiwei Consulting, the total revenue of major domestic semiconductor equipment parts enterprises in 2022 will be about 5.4 billion yuan, and the total revenue of major domestic semiconductor equipment parts enterprises will account for about 7.7% of the domestic market size.
At present, the "Global Semiconductor Equipment Parts Market Research Report" has been officially launched on the official website and APP of Aijiwei, welcome to log in to the official website of Aijiwei, Aijiwei APP, and click on the "Jiwei Report" column on the home page to order.
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