司全球知名的半導體行業咨詢公司SemiconductorarketReseach網址：公司簡介Whoweare行業涵蓋各高科技行業產業鏈細分市場，如半導體、消費電子、光電顯示、化工材料、可再生能源、汽車科技、5G通信、人工智能、機器人、機械制造、食品藥品、醫療器械、農業、石油天然氣等。分析師團隊來自各產業領域的精英，擁有深厚造詣和豐富研究經驗。半導體行業橫跨半導體設備/零部件、半導體材料、IC設計、制造、封測、存儲器、分立器件、傳感器、光電顯示、工程服務等。為全球及中國半導體產業鏈客戶提供深度的市場調研服務，助力相關產業企業更快速發展。QYResearch（北京恒州博智國際信息咨詢有限公司）成立于2007年，總部位于美國洛杉磯和中國北京。經過連續18年多的沉淀，QYResearch是全球知名的大型咨詢公司、具備全球高科技產業深度分析能力,并提供企業顧問咨詢服務的研究機構。業務遍及世界160多個國家，在全球30多個國家有固定營銷合作伙伴，在美國、歐洲、日本、韓國、印度、等有分支機構，在國內主要城市北京、石家莊、太原、大同、重慶、成都、長沙、武漢、昆明、廣州、日照等地設有辦公室和專業研究團隊。服務范圍Whatwedo研究報告提供全球/中國市場調研報告定制咨詢根據客戶需求，提供定制調研報告競爭分析企業調研、份額、成本盈利、客戶等行業分析全球地區規模、產銷量、價格、進出口等客戶分布GlobalClientBase合作客戶OurClients半導體產業鏈半導體市場規模根據世界半導體貿易統計組織（WSTS），2024年全球半導體規模達到了6275億美元。根據QYReseach預測，2030年全球半導體規模將達到8678億美元。900000GlobalSemiconductorSales($Million)GrowthRate867,88030%825,766800000305,6009.9%.13.7%412,300440,400.526,885.627,520693,410729,467701,018734,667.51%25%70000020%555,893574,10060000015%500000412,200468,80033%.52%..10%400000.5%335,800335,200339,800300000.0%.200000-5%.100000 -10%.0201320142012012017201820120220212022202202202520262022022029203-15%半導體市場規模細分根據世界半導體貿易統計組織（WSTS）數據，半導體細分領域，集成電路IC占比最高。9,000,4,4045,559,5,2695,9847,1966,9158,1468,5618,0003366487,0002857332582695635426,0005305762234695394852234381914343035,0001974324103413551504042384,0001354162394,630,4,8835,8365,5656,5256,8453,0004,2843,612,2,0001,00002,0192,0202,0212,0222,0232,0242,0252,0262,0272,028合計2,0292,030集成電路分立器件光電器件傳感器半導體-企業排名根據QYReseach調研，2023年全球半導體行業企業排名。20232023排名企業名稱20231Inel9.63%1iili0.36%2Saug8.87%2MonolithicPowerSystes,(PS)0.32%3NVIDIA8.73%3CirrusLogic,Inc.0.32%4ualcom5.40%4ihayIntertechnology0.30%5Braom5.01%50.30%6i4.36%6FujiElectric0.29%7AD4.03%7ocionextInc.0.28%83.11%8LXemicon0.25%9Ininon3.10%9ananOptoelectronics0.25%0Sicolectois3.06%0Hiilioechnologies0.25%1MicrnTholgy2.76%1CRMicro0.24%2MeiaTk2.46%2naptics0.22%3NXP2.36%3HangzhouSilan0.21%4Westrigitl(W)2.19%4llegroicroSystems0.19%5Anloevicnc.ADI)2.19%5NanyaTechnology0.17%6SoSicnuctrolios2.02%6HimaxTechnologies0.17%7Rnaslectois1.85%7i0.16%8Micrhiecnloy1.50%8emtech0.15%9nsei1.47%9lobalUnichipCorporation(GUC)0.15%0Kioxia1.36%00.15%1MaellTholgyop0.98%1igaDevice0.14%2Skywos0.85%2i0.14%3Naticolectoiop.0.64%3angzhouYangjieElectronic0.13%4Tsingunirup0.57%4iliootion0.11%5RaltSicnuctr0.55%5i0.11%6Toshia0.55%6li0.11%7Rhm0.52%7Raydium0.11%8niVisionecnlonc0.44%8oodixLimited0.11%9Winod0.43%9ironix0.10%0Npria0.40%0NordicSeiconductor0.10%半導體-Design根據QYReseach調研，2023年全球半導體Fabless市場規模為2036億美元，預計2030年將達到5469億美元。6,000全球Fabless規模（億美元）增速%5,4695,0001,10115.2%33%.6%2,03627.0%.5%3,8574,0374,283,6.4%%%4,000%2,5873,45311.7%4.7%6%20.%%3,000%%2,0001,9291,268%5.6%1,000%-3.4%-5%0201920202021202220232024202520262027202820292030-10%半導體-Fabless排名根據QYReseach調研，2023年全球半導體Fablessop3企業都分布在美國，其中英偉達占有全球超過20%的份額。名企業名稱2023abess收入（百萬美元）2023Fabless份額排名企業名稱2023Fabless收入（百萬美）2023Fabless額1英偉達24%18奇景光電%49,1612高通30,38214%19Smtech%3博通28,18213%20創意電子%4AMD22,6801.14%21海光信息%5聯發科13,827.79%22兆易創新%6美滿電子5,508.71%23慧榮科技%7聯詠科技3,588.76%24北京君正%8新紫光集團3,216.58%25瑞鼎科技%9瑞昱半導體3,097.52%26匯頂科技%0韋爾股份2,492.22%27矽創電子%1MPwrSyms1,821.89%28Nordic%2rsInc.1,789.88%29矽力杰%3SInc.1,571.77%30復旦微電子%4樂爾幸半導體1,428.70%31世芯電子%5海思半導體1,390.68%32敦泰電子%6Synaps1,220.60%33MegaChips41%7AllegMicstems1,049.52%34其他廠商20,371%半導體-制造半導體制造環節企業主要有兩大類：Foundry和IDM。根據QYReseach調研，2023年全球純代工市場規模為131億美元、IDM制造環節規模為1386億美元。預計2030年晶圓代工規模將達到2779億美元。6,0005,0001,7212,3742,5172,7843,5173,8263,9814,2264,7965,0652,2864,0001,8141,8531,9332,1713,0001,7231,4452,0001,3861,0001,1231,4091,3391,7932,0122,1282,2932,6262,7797281,13102,0192,0202,021 2,022Foundry2,0232,0242,025IDM2,0262,027otal2,0282,0292,030半導體-制造企業份額半導體制造環節企業主要有兩大類：Foundry和IDM。其中Foundry最大廠商為臺積電，2023年占全球54%；IDM最大企業主要分布在韓國、美國和歐洲。臺積電2023年全球晶圓代工企業份額54.26%三星2023ID額1.76%.%三星代工英特爾1.98%格羅方德6.03%SK海力士1.71%聯華電子UC6.10%美光中芯國際5.12%7.95%高塔半導體1.26%德州儀器2.63%力積電1.27%意法半導體3.62%IS%鎧俠%華虹半導體1.93%索尼%上海華力微1.43%英飛凌2.75%-B0.80%恩智浦1.82%東部高科.%logevices,Inc.(ADI).%晶合集成.%瑞薩英特爾0.84%1.81%芯聯集成0.55%微芯Microchip%穩懋半導體0.43%安森美.%其他廠商5.55%其他廠商%半導體-OST半導體封測環節企業主要有三大類：OST、IDM和Foundry。根據QYReseach調研，2023年全球OST市場規模為377億美元，預計2030年將達到574億美元。60023367.8%23.0%9全球OS）速466488657425%50041346071.9%5.1%20%15%41040037712.3%5.8%10%4.7%8.6%3.9%3005%0%200-1.99%202012-12.1%2026-4.3%892030-5%100-10%20270-15%2019202345半導體-OST企業份額根據QYReseach調研，2023年全球OST前15大廠商占有接近85%的市場份額，核心廠商主要分布在中國臺灣、美國、中國大陸、東南亞等地區。2023年全球OST企業市場份額159%日月光,26.5%,nisemGroup,0.8%0.6%SSemicon,0.9%Casem,1.0%17%南茂科技,1.8%京元電子,2.4%C,1.9%,4.1%安靠科技,17.2%力成科技,5.6%通富微電,7.8%109%半導體設備根據SEMI（國際半導體產業協會）數據，2024年全球半導體設備市場規模為131億美元，預計2030年將達到1759億美元。此外，根據QYReseach調研，全球半導體二手翻新設備市場規模也非?？陀^，2024年全球大約為37億美元。200,000-14.3%.118.7%-2GlobalSemiconductorEquipment(USDmillion)1944.0%107,640106,250Year-over-YearGrowth,,,50%180,00042,7143,74240%37.4%160,00030%140,000.211.1%,,5.6%.54.9%20%120,000,14.8%10%67.7%100,0005.0%,2.8%0%,56600,-8.2%,-180,000-10%60,00040,000,,38100,,,20202021202220232024202520262027202820292030-20%.6-30%20,00020122014201520130-40%201620172016201720182019半導體設備根據SEMI及QYReseach調研，全球半導體前道、后道設備及各細分規模200,00071,1687,56399,652109,212112,510119,908126,92135,11140,22147,755,375 6,269 9,224 6,966 , , 7,202 ,6,001 4,327, ,5,713 8257,165,925175,63114,0009,22412,04212,768358180,00012,0009,84110,20510,7783371,8348,403120428,958,160,00010,0003021,7322861,4756,1038,1598,2577,3168,2372581,3372761,4241,5553,0173,185140,0008,0002531,2022481,2502341,213120,0002071,0722,5012,5872,722100,000145,9056,0001977611,6932,0412,3567,3921,5151,75180,0004,0001,2313,874,60,00085,780954100,868106,296111118,311821129,4133,9135,1895,0654,2854,7505,2735,6405,8576,1996,9552,00040,0006120,000020202021202220232024202520262027202820292030020202021 2022前道設備20232024測試設備20252026 2027封裝設備202820292030Total10,000emiconductorTestEquipmentTestHandlerProbetationsOthersTotal180,000145,480153,9058,9588,403160,0009,000378602140,00061,19094,954100,868106,296111,430118,311122,82129,416,3675,839 6,054 6,51085,7803,433 4,173 4,011 4,734 3,7184,271 5,129 5,017 4,585 5,473 5,539 4,887 5,9384,6565,243 6,170 4,8255,450 5,0705,7543,425 4,5874,189

22,44023,68222,63023,95425,12326,88827,91929,42615,07216,38417,00718,23718,95220,0007,1267,3475,6676,4987,5227,7855,9776,8906,9667,2027,5633515618,000315508958120,0007,0003,8745,7136,0014,3275,3756,269302488902291472100,00033,10235,03022,56323,9136,0002704388272,2972,49823146179923747977680,0005,0002333827285118531,8641,9402,03547679919134254764560,0002,218

2,515

2,820

15,5154,0001842834911,5661,7131,7063974114291,44540,0009,72423,91326,47527,48028,94932,52534,4033,0003689114184041,1523193,1673,2633,4513,8164,01120,00007,951 16,72027,48028,94932,52534,40312,238

13,74419,65320,56718,24319,64120,69722,11122,94224,15527,09728,6362,0002643242,7581,0001,6802,2132,3381,8312,35120302020202120222023202420252026202720282029203002026202720282029EtchEquipmentLithographyMachinesMetrologyandInspection202020212022202320242025DepositionSystemCleaningEquipmentTrack/Coater&Developer)WaferDicerandGrinderWaferBondingEquipmentCMPHeatTreatmentEquipmentIonImplantDieAttachEquipmentPackaging&PlatingEquipmentOthersTotalSemiconductorMoldingSystemOthers半導體設備-企業排名根據QYReseach調研數據，2023年全球前45大半導體設備廠商占有大約97%的市場份額。排名企業2023年半導體設備收入（百萬美元）2023份額排名企業2023年半導體設備收入（百萬美元）2023份額1SL23,1521.8%24NuFlareechnolog,Inc.5440.51%2應用材料19,69818.5%25盛美上海5230.49%3東京電子12,99712.2%26eeco5000.47%4泛林半導體8,9228.4%27onikIPS3750.35%5KLroSytems7,6207.2%28拓荊科技3710.35%6SCREEN2,9652.8%29華海清科3210.30%7北方華創2,4582.3%30SUSSMicroecGroup2750.26%8愛德萬2,3542.2%31UACTEHNO,Ltd.2380.22%9ASMInternational2,2062.1%32芯源微2370.22%10iii-c1,9001.8%33Eugeneechnology1880.18%1泰瑞達1,8191.7%34比思科集團1720.16%12Lasertec1,5161.4%35JusungEngineering1680.16%13DISCOCorporation1,4411.4%36OxfordInstruments1590.15%14CanonU..A.1,2671.2%37中科飛測1230.12%15NikonPrecisionInc1,2481.2%38至純科技1080.10%16細美事1,2101.1%39TESCO.,TD770.05%17Ebaraechnologies1,0281.0%40SamcoInc.560.05%18xcelis8840.8%41精測電子560.05%echnologiesInc19中微公司8820.8%42Plasma-Therm550.03%20KokuaiElectric8340.8%43弘塑科技500.03%21屹唐半導體7920.7%44漢辰科技300.02%22OntoInnovation6830.6%45天虹科技280.01%23愛思強5750.5%46其他廠商3,1863.00%半導體二手設備-企業名根據QYReseach調研數據，2023年全球前50大半導體二手/翻新設備廠商占有大約95%的市場份額。排名企業名2023二手設備收入（百萬美元）2023份額排名企業名稱2023二手設備收入（百萬美元2023份額1LamResearch897.5625.1226anon.21.270.60%2AppliedMaterials,Inc.(AMAT)458.8012.8427oovchnoIn20.270.57%3KLAProSystems342.909.6028合肥開悅半導體19.720.55%4ASML341.499.5629嘉芯半導體19.720.55%5CAEOnline129.153.6130MaestechCo.,Ltd19.420.54%6rplusGLO115.003.2231爭豐半導體16.960.47%7Nikon87.112.4432上海微高精密15.710.44%8吉姆西半導80.672.2633寶虹科技15.600.44%9okueri53.911.5134E-TechSolutionInc.15.580.44%10IntelResaleCorporaton52.671.4735亦亨電子15.490.43%11三井住友金融與租43.831.2336Entrepix,Inc15.180.42%12ASMInternational42.811.2037AMTE(AdvancedMaterialsTechnology&Engineering)14.140.40%13無錫卓?？?3.100.9338DCor14.040.39%14江蘇大摩半導32.660.9139ClassOneEquipment13.330.37%15PJC31.980.9040ICo13.240.37%16上海圖雙精31.750.8941MeidenshaCorporation12.240.34%17choSyst30.320.8542Semicat,Inc11.870.33%18TEL(TokyoElectronLtd.)29.410.8243EquipNet,Inc11.520.32%19HightecSystems29.150.8244上海廣奕電子11.380.32%20盛吉27.750.7845靖洋集團10.780.30%21RussellCo.,Ltd27.210.7646IntertecSalesCorp.10.410.29%22AxcelisTechnologiesInc25.970.7347xusTchnolog10.320.29%23EbaraTechnologies,Inc.(ETI)25.910.7348AGSemiconductorServices(AGSS)9.860.28%24江蘇晉譽25.260.7149ULVACTECHNO,Ltd.9.540.27%25MacquarieSemiconductorand23.060.6550CSem9.120.26%Technology半導體材料根據SEMI數據，2023年全球半導體材料市場規模為667億美元，預計2030年將達到1022億美元。其中晶圓制造材料占比62%、封裝材料占比38%。1,2001,0005556437276678038538218601,022398800312330321334600280252239400205404447415492523500526623350200001920202021202220232024202520267202892030料料計半導體材料-細分如下是三個代表性的半導體材料，根據QYReseach調研，全球范圍內企業排名如下：2023全球半導體硅片市場排名2023CMP拋光液與拋光墊排名26.23%2023全球半導體光刻膠企業排名信越半導體23.81%DuPont東京應化TOK23.28%英特格(CMCMaterials)21.10%SUMCO18.98%信越化學Shin-Etsu19.35%FujimiIncorporated8.97%Resonac日立化成6.82%JSR17.12%環球晶圓13.02%安集科技5.13%DuPont12.59%Siltronic世創9.89%MerckKGaA(VersumMaterials)4.54%富士膠片Fujifilm12.40%富士膠片Fujifilm4.12%SKSiltron9.28%東進世美肯3.68%JSRCorporation3.57%住友化學2.87%AGC2.46%Soitec6.14%鼎龍控股2.35%彤程新材1.10%臺塑勝高科技2.82%KCTech2.22%MerckKGaA(AZ)2.88%Soulbrain1.78%中環領先2.77%晶瑞電材0.30%富士紡Fujibo1.62%SKMaterials0.60%智勝科技IVT1.35%杭州中欣晶圓2.64%徐州博康0.55%SKC(SKEnpulse)1.27%滬硅產業2.40%圣戈班0.90%YCCHEMCo.,Ltd0.52%東進世美肯0.58%恒坤新材料0.30%合晶集團公司1.90%TOPPANINFOMEDIA0.55%Futurrex0.29%立昂微（金瑞泓）1.27%KPXChemical0.46%KemLab?Inc0.24%TWIIncorporated0.38%上海超硅半導體0.76%英格斯Engis0.31%永光0.18%3M0.27%AllresistGmbH0.14%北京奕斯偉科技0.51%捷斯奧集團0.24%江蘇艾森半導體0.07%普興電子0.51%FNSTECH0.23%上海新陽半導體0.02%AceNanochem0.19%有研硅0.37%珠?；?.02%Vibrantz(Ferro)0.17%江豐電子0.12%飛凱材料0.02%麥斯克0.32%新安納電子0.09%國科天驥0.02%浙江中晶科技0.16%天津海倫晶片0.04%容大感光0北京航天賽德0.04%國盛電子0.15%北京欣奕華0川研科技0.02%江蘇南大光電0昂士特科技0.01%其他廠商2.31%其他廠商1.92%其他廠商1.41%半導體設備零部件根據QYReseach數據，2023年全球半導體設備零部件市場規模為286億美元，預計2030年將達到472億美元。核心廠商主要分布在美國、歐洲和日本。全球前60大廠商占有大約80%的市場份額。排名稱22）22額排名稱03零部件收入（百萬美元）03份額1ZEISS2,7289.52%31GST(GlobalStandarardTechnology)169.330.59%2Entegris1,6425.73%32FoxsemiconIntegratedTechnology160.620.56%3MKSInstruments1,4815.17%33CSK159.320.56%4AtlasCopco(Leybold,andEdwardsVacuum)1,4715.13%34PfeifferVacuumGmbH157.300.55%5Trumpf1,1494.01%35DAIHENCorporation151.040.53%6UltraCleanHoldingsInc.(UCT)1,0163.55%36Watlow(CRC)150.980.53%7NGKInsulators9053.16%37Shin-EtsuPolymer149.470.52%8VATVakuumventile8262.88%38TOTOAdvancedCeramics144.970.51%9ASML7752.71%39AdvancedThermalSciencesCorporation(ATS)143.000.50%10IchorSystems7672.67%40MorganAdvancedMaterials121.130.42%11AppliedMaterials,Inc.(AMAT)7352.57%41SMCCorporation120.300.42%12AdvancedEnergy7072.47%42Sevenstar119.880.42%13BrooksAutomation5932.07%43MiraialCo.,Ltd.118.730.41%14Kyocera5581.95%44Unisem117.170.41%15HORIBA5411.89%45ShinwaControls116.040.40%16EbaraCorporation5321.86%46Swagelok111.990.39%17RORZECorporation5281.84%47MiCoCeramicsCo.,Ltd.110.400.39%18LamResearch5211.82%48Yaskawa107.840.38%19Ferrotec4811.68%49SchunkXycarbTechnology107.360.37%20Pall4201.46%50Kuze97.900.34%21Fujikin3551.24%51TosohQuartzCorporation91.700.32%22am2931.02%52LOTVacuum88.290.31%23KawasakiRobotics2690.94%53Dockweiler87.430.31%24Parker2470.86%54DurexIndustries83.440.29%25Coorstek2280.80%55KITZSCT82.740.29%26NiterraCo.,Ltd.2280.80%56KashiyamaIndustries76.940.27%27CKD2150.75%57XPPower(Comdel)65.930.23%28HirataCorporation2090.73%58NipponSeisen62.690.22%29JELCorporation1930.67%59GEMü53.880.19%30SHINKO1800.63%60HandyTube51.880.18%半導體零部件/服務-細分如下是三個代表性的半導體零部件/服務，根據QYReseach調研，全球范圍內企業排名如下：2023全球半導體設備用陶瓷排名23.73%2023名15.4%2023全球半導體Showhead排名57.40%NGKInsulatorsTOCALOLam(Silfex)Kyocera21.33%KoMiCo14.2%HanaMaterials9.96%AppliedMaterials5.50%Coorstek11.94%UCT13.9%WorldexIndustry2.83%NiterraCo.,Ltd.8.69%EnproIndustries6.5%FitiGroup1.99%Ferrotec5.40%Cinos6.3%MitsubishiMaterials1.96%MorganAdvancedMaterials5.09%Hahn&Company1.78%TOTOAdvancedCeramics4.10%PentagonTechnologies3.3%TokaiCarbon1.56%MiCoCeramics4.03%MitsubishiChemical…3.2%CoorsTek1.47%珂瑪材料1.85%RSTechnologies1.25%FrontkenCorporationBerhad3.0%VERSACONNCORP(VCC)1.17%KrosakiHarima1.60%HansolIONES2.3%DSTechno1.09%CeramTec0.91%OerlikonBalzers2.1%KCParts0.97%AGC0.89%NHKSpring0.75%上?？ㄘ惸?.73%DFtech1.7%OneSemicon0.71%SchunkXycarbTechnology0.58%WONIKQnC1.6%TechnoQuartz0.67%ASUZACineCeramics0.45%先鋒精密0.54%FMIndustries1.6%寧夏盾源聚0.40%三責新材0.42%江蘇凱威特斯1.4%ThinkonSemi0.36%Maruwa0.38%科治新技1.4%DSTechno0.35%3M0.36%Calitech0.29%Saint-Gobain0.34%重慶臻寶科技1.4%MorganAdvancedMaterials0.26%WONIKQnC0.34%TOPWINTECH1.3%富創精密0.25%KallexCompany,Ltd0.33%SilcoTek1.1%MarumaeCo.,Ltd0.24%臻寶科技0.21%JapanineCeramics0.32%APSMaterials,Inc.1.1%ComaTechnology0.19%BullenUltrasonics0.26%Entegris1.1%DuratekTechnology0.17%acificRundum0.25%ToleranceTechnology0.16%AdvancedSpecialTools(AST)0.21%FEMVIX1.1%江豐電子0.14%其他廠商5.47%其他廠商1.0%其他廠商5.38%QYResearch報告介紹QYReseach提供半導體產業鏈各細分產品調研報告，包括常規報告和定制調研，涵蓋半導體產業鏈及下游各個細分領域產品。報告類型常規報告定制調研半導體板塊半導體材料

設備及零部件芯片/器件

器件制造/封裝/及其他介紹涉及到全球總體規模、增長空間、核心地區產銷量規模、企業銷量/收入價格份額/排名、產品趨勢、技術趨勢、應用趨勢、SWOT分析、成本分析等。在