The semiconductor industry periodically brings new kinetic energy.
From the perspective of global semiconductor development, influenced by macroeconomic changes and technological innovation, the semiconductor industry is cyclical. In 20 17-20 19, the global semiconductor industry came to a down cycle. In 20 19, the global demand for solid-state storage, smart phones and PCs slowed down, and the global trade friction warmed up, which led to the decline of the global semiconductor demand market. The annual sales volume was 4 12 1 billion USD, down 12. 1% year-on-year. In 2020, driven by a series of new technologies and market demands such as 5G commercialization, data center, Internet of Things, smart city and automotive electronics, the semiconductor industry will be given new kinetic energy.
The global semiconductor equipment market is about $60 billion.
According to the statistics of SEMI, the international semiconductor industry association, the global sales of semiconductor equipment fluctuated greatly in recent years, reaching $59.75 billion in 20 19, which was 7.4% lower than the historical high of $64.53 billion in 20 18. In the first quarter of 2020, the global sales of semiconductor equipment was $65.438+0.57 billion, which was 654.38+03% lower than that in the fourth quarter of 2065.438+09, but 654.38+03% higher than that in the first quarter of 2065.438+09. Although the total market value of semiconductor equipment is only tens of billions of dollars, it is the cornerstone of semiconductor manufacturing and supports the trillions of electronic software and hardware ecology around the world. This equipment can enlarge and support the whole semiconductor industry, and establish the standard marginal value of hard size that the whole semiconductor industry can reach.
The former equipment occupies the main market share.
From the perspective of semiconductor manufacturing process, there are many previous processes and more types of equipment involved. In the investment and construction of a new wafer, the equipment investment generally accounts for 70-80%. According to the classification of process flow, in the equipment investment of new wafer, the pre-processing equipment of wafer processing occupies the main market share, about 80%; The sealing and measuring equipment accounts for about 18%.
The market is mainly concentrated in China, Taiwan Province Province and Chinese mainland.
In recent years, Chinese mainland, China, Taiwan Province, China and South Korea have been in the top three in the global semiconductor equipment consumption market. Among them, Chinese mainland has the most development potential, rising from the third place in previous years to the second place in recent years, and it has been on the rise.
Specifically, in 20 19, Taiwan Province Province, China was the largest market for semiconductor equipment, with sales increasing by 68%, reaching1765438+200 million USD, accounting for 28.65% of the global market. Chinese mainland maintained its position as the second largest equipment market, with sales of US$ 654.38+03.45 billion, accounting for 22.5 1%. Ranked third 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 Chinese mainland, Taiwan Province Province of China, Chinese mainland and South Korea, accounting for 25.82%, 22.48% and 265,438+0.58% of sales respectively.
Japanese, American and Dutch brands occupy the first place.
At present, the global semiconductor equipment market is highly concentrated, and TOP 10 enterprises represented by the United States, the Netherlands and Japan monopolize more than 90% of the global semiconductor equipment market. Famous American equipment companies, such as Applied Materials Company, Marco Lin Semiconductor Company, Terada Semiconductor Company and Tian Ke Semiconductor Company, occupy more than 40% of the whole equipment market, and are in an absolute leading position in the three sub-industries of thin film, etching and front and back inspection. With the leading technology and nearly half of the market share, it is difficult for any semiconductor manufacturing enterprise to completely break away from the semiconductor equipment supply system in the United States.
The future scale is expected to exceed 1000 billion.
On the whole, despite the epidemic, the semiconductor industry and the semiconductor equipment industry are still growing against the trend. Under the background of rising memory expenditure, advanced process investment and Chinese mainland's active promotion of semiconductor investment, it is estimated that the global semiconductor equipment market will continue to grow in 2020, and the market scale is expected to reach 63.2 billion US dollars, up 6% year-on-year; It is estimated that it will reach $70 billion in 20021year; It will exceed 1000 billion dollars in 2025.
The above data comes from China Semiconductor Industry Strategic Planning and Enterprise Strategic Consulting Report of Forward-looking Industry Research Institute.