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市場調査レポート

世界と中国の半導体製造装置産業の分析 (2014〜2015年)

Global and China Semiconductor Equipment Industry Report, 2014-2015

発行 ResearchInChina 商品コード 295724
出版日 ページ情報 英文 116 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=101.55円で換算しております。
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世界と中国の半導体製造装置産業の分析 (2014〜2015年) Global and China Semiconductor Equipment Industry Report, 2014-2015
出版日: 2015年06月04日 ページ情報: 英文 116 Pages
概要

2014年現在、半導体製造装置の世界市場の規模は380億米ドル (前年比10.4%増) に達しました。さらに2015年には405億米ドル (同6.7%増) に達する見通しです。他方、2016年の市場成長率はマイナス5.6%と縮小傾向に転じる、と見られています。その要因として、スマートフォン・タブレットPC市場の不振や、半導体価格の低下、世界経済の低迷などが挙げられます。中国国内の半導体製造装置市場は2015年には44億米ドルの規模に達しますが、国内系企業はローエンド製品が中心で、市場シェアも14%程度に留まる見通しです。

当レポートでは、世界と中国の半導体製造装置産業について分析し、世界全体の半導体産業および半導体装置産業の構造や最新動向、中国国内の産業動向、主要メーカーのプロファイルと業績・将来展望、関連市場の動向などを調査・推計しております。

第1章 世界の半導体産業

  • 概要
  • メモリ産業の概要
  • DRAMの需給動向
  • NANDの需給動向
  • メモリの関連産業
  • メモリベンダーの市場シェア
  • メモリベンダーのランキング
  • Nor型フラッシュメモリ・ベンダーの市場シェア
  • IC製造とウェーハ製造工場 (ファウンドリ)
  • ICパッケージング・検査産業の概要
  • 中国のIC市場
  • 中国の半導体産業
  • 中国政府の半導体産業促進政策
  • 中国の半導体産業における企業合併・買収 (M&A) 活動
  • 中国のIC産業の発展予測

第2章 半導体製造装置産業

  • 半導体製造装置市場
  • 半導体製造装置の最新の開発動向
  • エッチング装置産業
  • 薄膜形成装置産業
  • リソグラフィー装置産業
  • 半導体工程制御装置
  • 複合型半導体製造装置市場
    • Aixtron
    • VEECO
  • 半導体製造装置ベンダーのランキング
  • 中国の半導体製造装置産業

第3章 主な半導体製造装置ベンダー

  • Applied Materials
  • ASML
  • 東京エレクトロン
  • KLA-Tencor
  • Lam Research
  • 大日本スクリーン製造
  • ニコン(精機カンパニー)
  • アドバンテスト
  • 日立ハイテクノロジーズ
  • ASM International N.V.
  • テラダイン
  • ASM PACIFIC
  • Kulicke & Soffa
  • AMEC
  • Sevenstar Electronics

第4章 半導体の下流工程市場

  • LTE携帯電話市場
  • 世界の携帯電話産業
  • 中国の携帯電話市場
  • タップトップPC市場
  • タブレットPC市場

図表一覧

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目次
Product Code: ZYW209

Global and China Semiconductor Equipment Industry Report, 2014-2015covers the following:

  • 1. Global Semiconductor Market and Industry;
  • 2. China Semiconductor Market and Industry;
  • 3. Global and China Semiconductor Equipment Market and Industry;
  • 4. Fifteen Semiconductor Equipment Vendors

In 2014, the global semiconductor equipment market size totaled USD38 billion, up 10.4% from 2013. It is predicted that in 2015 this figure will climb to USD40.5 billion, a rise of 6.7% from a year ago, and that the market size in 2016 will slump by 5.6% as compared to 2015. However, the possible shrinkage in 2016 might come from the following factors:

Firstly, following a peak in 2014, main electronic products such as smartphones and tablet and laptop PCs have stagnated or declined. This is particularly true of tablet PCs, which has presented a significant decline. On the other hand, equipment market delays being sluggish but will without doubt decline in 2016.

Secondly, due to the global deflation, prices for bulk commodity led by oil and iron ore plunged and would cause knock-on effect, which would in turn result in a fall in semiconductor equipment prices.

Thirdly, global economic recovery will probably come to a halt, with the US GDP dropping by 0.7% in 2015Q1. Moreover, China's GDP growth slowed obviously. The both countries constituted the major driving force of the global economy. The stimulatory effect of US QE began to fade away, and therefore the economy might go down.

In the future, it is difficult to come up with a start product like smartphones. Thus, the prospects for the semiconductor industry remain uncertain.

In 2014, semiconductor equipment vendors made remarkable performance, with a substantial rise in operating profit, though their revenue did not increased. The merger of Applied Material and Tokyo Electron was rejected by the US Department of Commerce. In future, more of M&A plans may well be intervened by the government, after all semiconductor equipment market is a highly concentrated market.

In 2015, the Chinese semiconductor companies and institutions showed their strength, launching a series of mergers and acquisitions. The Chinese enterprises are adept in and fond of capital operation rather than industrial production. The semiconductor equipment market size in China will reach USD4.4 billion in 2015, of which the domestic companies, mostly engaged in low-end equipment, will account for just 14%.

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Table of Contents

1 Global Semiconductor Industry

  • 1.1 Overview
  • 1.2 Memory Industry Overview
  • 1.3 DRAM Supply and Demand
  • 1.4 NAND Supply and Demand
  • 1.5 Memory Industry Chain
  • 1.6 Market Share of Memory Vendors
  • 1.7 Ranking of Memory Vendors
  • 1.8 Market Share of NorFlash Vendors
  • 1.9 IC Fabrication and Wafer Foundry
  • 1.10 Overview of IC Packaging and Testing Industry
  • 1.11 Chinese IC Market
  • 1.12 China's Semiconductor Industry
  • 1.13 China's Policies for Fostering Semiconductor Industry
  • 1.14 M&A Activities in China's Semiconductor Industry
  • 1.15 China's IC Industry Development Forecast

2 Semiconductor Equipment Industry

  • 2.1 Semiconductor Equipment Market
  • 2.2 Latest Developments of Semiconductor Equipment
  • 2.3 Etching Equipment Industry
  • 2.4 Thin Film Deposition Equipment Industry
  • 2.5 Lithography Equipment Industry
  • 2.6 Semiconductor Process Control Equipment
  • 2.7 Compound Semiconductor Equipment Market
    • 2.7.1 Aixtron
    • 2.7.2 VEECO
  • 2.8 Ranking of Semiconductor Equipment Vendors
  • 2.9 China's Semiconductor Equipment Industry

3 Major Semiconductor Equipment Vendors

  • 3.1 Applied Materials
  • 3.2 ASML
  • 3.3 Tokyo Electron
  • 3.4 KLA-Tencor
  • 3.5 Lam Research
  • 3.6 DAINIPPON SCREEN
  • 3.7 Nikon Precision
  • 3.8 Advantest
  • 3.9 Hitachi High-Technologies
  • 3.10 ASM International N.V.
  • 3.11 Teradyne
  • 3.12 ASM PACIFIC
  • 3.13 Kulicke & Soffa
  • 3.14 AMEC
  • 3.15 Sevenstar Electronics

4 Semiconductor Downstream Market

  • 4.1LTE Mobile Phone Market
  • 4.2Global Mobile Phone Industry
  • 4.3 China's Mobile Phone Market
  • 4.4 Laptop PC Market
  • 4.5 Tablet PC Market

Selected Charts

  • Global Semiconductor Market Size, 2013-2019E
  • Product Distribution of Global Semiconductor Market, 2013-2016E
  • Growth Rate of Global Semiconductor Products by Market Size, 2013-2016E
  • Capital Expenditure of Global Semiconductor Equipment, 2008-2017E
  • Capital Expenditure of Global Semiconductor Equipment by Downstream Application, 2008-2017E
  • Global Memory Market by Type, 2014
  • Automotive Memory Market Size, 2008-2015
  • Automotive Memory Market by Technology, 2010-2015
  • DRAM Industry Capex, 2008-2015
  • DRAM Oversupply Ratio, 2013-2016E
  • DRAM Demand by Device, 2013-2015
  • DRAM GB/System, 2013-2015
  • DRAM Oversupply Ratio, 2014Q1-2016Q4
  • NAND Industry Capex, 2008-2015
  • Memory Industry Chain
  • Branded DRAM Vendor Market Share, 2014Q1-Q4
  • Branded NAND Vendor Market share, 2014Q1-Q4
  • Mobile DRAM Vendor Market share, 2014Q1-Q4
  • Ranking of Major Memory Vendors by Revenue, 2013-2015
  • Revenue and Operating Margin of Memory Design Houses, 2013-2015
  • Operating Margin of Major Memory Vendors, 2013-2014
  • Market Share of Major NorFlash Vendors, 2012
  • Market Share of Major NorFlash Vendors, 2014
  • Global Foundry Market Size, 2008-2017E
  • Foundry Revenue of Advanced Nodes, 2012-2017E
  • Capacity of Top 10 IC Wafer Leaders, 2013
  • Ranking of Global Wafer Foundries by Sales, 2005-2014
  • Global IC Packaging and Testing Market Size, 2012-2017E
  • Global Outsourced IC Packaging and Testing Market Size, 2012-2017E
  • Global IC Packaging Market Size, 2012-2017E
  • Global IC Testing Market Size, 2012-2017E
  • China's IC Market Size, 2011-2017E
  • China's IC Import Value, 2006-2014
  • China's IC Export Value, 2006-2014
  • Sales of China's IC Industry, 2008-2014
  • China's IC Industry Capex, 2008-2014
  • Ranking of Top 10 IC Design Houses by Sales, 2004/2014
  • National IC Fund Structure
  • Semiconductor Manufacturing Process
  • Capital Spending of Semiconductor Equipment, 2013-2019E
  • Semiconductor Equipment Market Size, 2010-2018E
  • Market Size of Semiconductor Equipment by Region, 2010-2016E
  • Global Fab Equipment Investment, 2007-2016E
  • Semiconductor Shipments to Japan vs. Japanese Electronic Equipment Production, 2009-2015
  • North American Semiconductor Equipment Industry Book/Bill Ratio, 1999-2015
  • Global Silicon Wafer vs. Semiconductor Shipments, 2000-2015
  • Etching Market by Solution, 2008-2012
  • Market Share of Major Etching Equipment Players , 2000\2005\2010\2013
  • Market Share of Major Global CVD, PVD, ECD, and CMP Vendors, 2000\2005\2010
  • Deposition market by Solution, 2008-2012
  • Deposition Market Share, 2012
  • Market Share of Global Lithography Equipment Vendors, 1992-2011
  • Growth Rate of Semiconductor Process Control Equipment Market, 1995-2012
  • Connectivity RF Market Size, 2011-2017E
  • Costs of Mobile Phone RF System
  • Global Presence of AIXTRON
  • AIXTRON's Revenue and EBIT, 2003-2015
  • AIXTRON's Revenue by Application, 1999-2014
  • AIXTRON's Order Intake, 2013Q1-2015Q1
  • AIXTRON Order Backlog, 2013Q1-2015Q1
  • AIXTRON Technology Position
  • Aixtron Sales by End Application, Q1/2015
  • Aixtron Sales by Business, Q1/2015
  • VEECO's Revenue and Operating Margin, 2004-2015
  • VEECO's MOCVD Market Share, 2007-2014
  • VEECO's Market Data, Q1/15
  • VEECO's Revenue by End Market, Q1/14-Q1/15
  • Veeco PSP: Front-End Performance at Packaging Costs
  • Ranking of Global Semiconductor Equipment Vendors by Revenue, 2006-2015
  • Operating Margin of Major Global Semiconductor Equipment Vendors, 2013-2015
  • AMAT's Revenue, Gross Margin and Operating Margin, FY2007-FY2015
  • AMAT's Operation Profit by Segment, FY2012-FY2014
  • Value of AMAT's New Orders and Order Backlog, FY2007-FY2014
  • AMAT's New Order Value and Operating Profit, 2013Q4-2015Q1
  • AMAT's Revenue and Operating Margin, 2013Q4-2015Q1
  • AMAT's New Orders by Region, FY2009-FY2015
  • AMAT's New Orders by Division, FY2009-FY2015
  • AMAT's Order Backlog by Division, FY2010-FY2013
  • AMAT's Net Sales by Region, FY2009-FY2015
  • AMAT's Net Sales by Segment, FY2009-FY2015
  • AMAT's Display Revenue by Region, FY2011-FY2014
  • New Orders of AMAT's Semiconductor Equipment Segment by Business, FY2009-FY2014
  • ASML's Revenue and Gross Margin, 2007-2015
  • ASML's Revenue, 2010Q1-2015Q1
  • ASML's Revenue by Application, 2010Q1-2015Q1
  • ASML's Order Backlog by Technology and Region, 2015Q1
  • ASML's Quarterly Revenue and Operating Margin, 2013Q4-2015Q1
  • ASML's Quarterly Sales Volume and ASP, 2013Q4-2015Q1
  • ASML's Quarterly Revenue and Netbooking, 2013Q4-2015Q1
  • ASML's Order Backlog Value by Region, 2010-2015
  • ASML's Order Backlog Value by Application, 2010-2015
  • ASML's Order Backlog Value by Technology, 2010-2015
  • ASML's Roadmap
  • TEL's Revenue and Operating Margin, FY2007-FY2016
  • Global Presence of TEL
  • TEL's Revenue by Business, FY2006-FY2015
  • TEL's Semi Equipment Revenue by Region, FY2006-FY2015
  • TEL's Cleaning System
  • TEL's ETCH System
  • KLA-Tencor's Revenue and Operating Margin, FY2007-FY2015
  • KLA-Tencor's Revenue by Business, FY2009-FY2015
  • KLA-Tencor's Revenue by Application, FY2010-FY2015
  • KLA-Tencor's Revenue by Region, FY2009-FY2015
  • SEMI Process Control Vendor Market Share, 2004-2013
  • KLA-Tencor Annual R&D Spending, 2002-2014
  • Foundry Fab: Normalized to $'s per 10k Wafer Starts per Month
  • Revenue and Operating Margin of Lam Research, FY2007-FY2015
  • Revenue and Net Income of Novellus, FY 2007- FY 2011
  • Revenue and Gross Profit of Novellus, 2010Q1-2011Q4
  • Net Orders and MoM Growth of Novellus, 2010Q1-2011Q4
  • Revenue of Novellus by Region, 2009-2011
  • Revenue of Lam Research by Application, FY2011-FY2015
  • Revenue of Lam Research by Region, FY2009-FY2015
  • Organizational Structure of DAINIPPON SCREEN MFG
  • Revenue and Operating Margin of DAINIPPON SCREEN, FY2007-FY2016
  • DNP Net Sales by Segment, FY2014-FY2015
  • DNP Operation Profit by Segment, FY2014-FY2015
  • DNP Quarterly Net Sales by Segment, Q1/FY13-Q4/FY15
  • DNP Quarterly Orders Received and Order Backlog, Q1/FY13-Q4/FY15
  • DNP SE Segment Order Received by Application, Q1/FY13-Q4/FY15
  • DNP Quarterly SE Segment Order Received by Region, Q4/FY15
  • DNP Quarterly FT Segment Order Received by Application, Q1/FY13-Q4/FY15
  • DNP FT Segment Order Received by Region, Q4/FY15
  • Balance Sheet of DNP, Q1/FY2015
  • Revenue and Operating Margin of Nikon Precision, FY2006-FY2016
  • NIKON Precision Equipment IC Steppers & Scanners Sales by Technology, FY2012-FY2016
  • NIKON Precision Equipment LCD Steppers & Scanners Sales by Generation, FY2012-FY2016
  • Advantest's Gross Margin and Operating Profit, FY2013Q1-FY2015Q4
  • Advantest's New Orders by Division, FY2013Q1-FY2015Q4
  • Advantest's New Orders by Region, FY2013Q1-FY2015Q4
  • Advantest's Revenue by Division, FY2013Q1-FY2015Q4
  • Advantest's Revenue by Region, FY2013Q1-FY2015Q4
  • Advantest Capex/R&D /Depreciation, FY2013Q1-FY2015Q4
  • Balance Sheet of Advantest, 2015Q1
  • Global Presence of Advantest
  • Revenue and Operating Margin of Hitachi High-Technologies, FY2007-FY2016
  • Revenue of Hitachi High-Technologies by Division, FY2011-FY2016
  • Operating Profit of Hitachi High-Technologies by Division, FY2011-FY2016
  • Electronic Device System Revenue of Hitachi High-Technologies by Business, FY2013-FY2014
  • Electronic Device System Front-end Revenue of Hitachi High-Technologies by Field, FY2013-FY2014
  • Hitachi High-Technologies' Reverence from Electronic Device Systems by Business, FY2015-FY2016
  • ASM's Revenue and Operating Margin, 2006-2014
  • ASM's Revenue by Business, 2006-2012
  • ASM's Sales and EBIT, 2009Q1-2015Q1
  • ASM's Net Sales and Working Capital, 2011Q1-2015Q1
  • ASM's Bookings/Backlog, 2009Q1-2015Q1
  • ASM's Front-end Revenue by Region, 2010-2014
  • Profile of Universal Robots
  • Shipments of Universal Robots, 2008-2014
  • Teradyne's Revenue and Operating Margin, 2006-2015
  • Teradyne's Quarterly Orders, 2013Q1-2015Q1
  • Teradyne's Quarterly Sales, 2013Q1-2015Q1
  • Teradyne's Quarterly Gross Margin, 2013Q1-2015Q1
  • Teradyne Litepiont's Quarterly Sales and Order, 2013Q1-2015Q1
  • Teradyne's Sales by Region, 2015Q1
  • ASM PACIFIC's Branches
  • ASM PACIFIC's Revenue and Operating Profit, 2008-2014
  • ASM PACIFIC's Product lines
  • ASM PACIFIC's Revenue by Business, 2012-2014
  • ASM PACIFIC's EBIT by Business, 2013-2014
  • ASM PACIFIC's Revenue by Region, 2012-2014
  • Revenue and Operating Margin of Kulicke & Soffa, FY2007-FY2015
  • Top 10 Clients of Kulicke & Soffa, FY2011-FY2013
  • Global Presence of Kulicke & Soffa
  • Revenue and Operating Margin of Kulicke & Soffa, 2012Q1-2015Q1
  • Kulicke & Soffa R&D, 2012Q1-2015Q1
  • Kulicke & Soffa's Main Products
  • K&S's Share of Wire Bonder Equipment Market, 208-2017E
  • K&S's Copper Bonder Unit, 2012-2017E
  • Revenue and Operating Profit of Sevenstar Electronics, 2008-2015
  • Revenue of Sevenstar Electronics by Business, 2009-2014
  • Frequency Bands per Mobile Handset Device, 2000-2018E
  • Cellular Terminal Shipment by Cellular Standard, 2000-2018E
  • LTE-enabled Cellular Terminal, 2011-2018E
  • Worldwide Smartphone Sales to End Users by Vendor, 2014 (Thousands of Units)
  • Worldwide Smartphone Sales to End Users by Operating System, 2014 (Thousands of Units)
  • Shipments of World's Top 10 Mobile Phone Vendors, 2014
  • Monthly Shipments of Mobile Phones in China, Jan, 2013-Dec. 2014
  • Market Share of Major Smartphone Vendors in China, 2014
  • Market Share of Major 4G Mobile Phone Vendors in China, 2014
  • Laptop Computer Shipments, 2008-2015
  • Shipments of Major Laptop ODM Vendors Worldwide, 2010-2014
  • Global Tablet PC Shipments, 2011-2016E
  • Shipments of Top 5 Tablet Vendors, 2014Q4
  • Shipments, Market Share, and Growth of Top 5 Tablet Vendors, 2014
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