Semiconductor Equipment Subsystems Market Monitor

ADTEC,  Kinglai,  Advanced Thermal Sciences, Advanced Energy, AGC, Agilent, Airgard,  Applied Integrated Systems, AK Tech, Air Liquide, Ametek, Anseros, Merck, Aerotech, ASYS, ASM, ASML, ASNA, ATS Engineering, BASF, Brooks Instrument, Brooks, Bronkhorst, Busch, Calitech, Canon, Canon ANELVA, CBVAC, Chiyo, Chemflow Systems, CI Semi, CKD, centrotherm CS, Comet, CS Clean Systems, CSK, Cymechs, Daihen, Daikin, DAS, DuPont, EBARA, Ecosys, Edwards, EN Technologies, Entegris, EQ Global, Excelitas Technologies, FST, Fralock, Freudenberg, Fortrend, Fujikin, Genmark Automation, Gigaphoton, GnBS Engineering, GO Element, GST, Greene, Tweed, Hamamatsu Photonics, Hanbell, Teledyne Hastings, Hiden Analytical, Infinitesima, Hirata, Hitachi Metals, Horiba, HVA, Ichor Systems, IDE, IDI-Cybor, Inficon, Innovative Robotics, Irie Koken, Iwaki Walchem, JEL, Air Water Mechatronic, Julabo, Kanomax, Kawasaki Robotics, Kashiyama, Kanken Techno, Kematek, Kintetics, KITZ SCT, Kensington Laboratories, KLA, KC Innovation, Koike Sanso Kogyo, KYKY Technology, Kyocera, Kyosan, Lauda, Levitronix, Leybold, Lintec, LOT Vacuum, Lytron - Aavid, Manitou Systems, M.A.T., Meidensha, Meopta, MiCO, Midac, MKP, MKS, MSP, Microtech, Muegge, Nor-Cal, NGK, Nikon, Ninebell, Nippon Pillar, Novasen, New Power Plasma, NTK, Nippon Valqua, Nova, Ocean Insight, Onto Innovation, Osaka Vacuum, Peak Robotics, Pearl Kogyo, Perssimon, Pfeiffer Vacuum, Parker Hannifin, Photon Control, PMS, Perlast (PPE), Presys, PTC, Pivotal Systems, Process Insights (Extrel), Raontec, Reno, RFPT, Maruyama - Risshi, Rorze, SSCS, Thesel, SEMCO, SETRA, SHI Cryogenics, Shimadzu, Shinko,  Shinwa Controls, Showadenko, Siasun, Sierra Instruments, Seren IPS, Sky Vacuum, Nidec Sankyo, SMC, Sumitomo Osaka Cement,Solvay, Sumitomo Precision Products, Standford Research Systems (SRS), Sunrin, Tokai Carbon Korea, TECHEST, T-Robotics, TERATECH, Thermo Neslab Haake, Taiyo Nippon Sanso, Tofwerk, Toto, Trelleborg, TRUMPF, Tek-Temp Instrument, UCT, Unisem, Ulvac, VAT, Veeco, Verity, V-Tex ,White Knight, Watlow, Woosung, XP Power, Yamada, Yaskawa, Young Jin, ZEISS, Zygo
and more.

About The Author

Companies Tracked in This Report                      

Foreword

Monitor Scope

Editorial

Quarterly Overview

• Pyramidal view: From the semi to the SCM market
• Subsystems: Historical data & Forecasts
  • Process Monitoring
  • Power Subsystems
  • Wafer Handling Subsystems
  • Thermal Control Subsystems
  • Fluid Management Subsystems
  • Vacuum Subsystems
  • Optical Subsystems
•  Subsystems-related Service & Support
• Subsystems Inventory
• Financial metrics and guidance

Market drivers – Annual Data

• Semiconductor market annual revenue
• WFE market
  • Installed base
  • Shipments
  • ASPs
  • Top OEMs Revenue comparison
• Subsystems, components, and modules market

Subsystems Vendor Shares

• 2022 top 10 subsystem vendor shares
• Regional data
• M&As since 2018

Analysis of Top Suppliers

Reference

• Glossaries
• Methodology
• Additional Classifications                    

How to use our data

Yole Group Corporate Presentation                   

Significant market correction in Q1 2023 but the beginning of recovery around the corner

After another record year in 2022 for the global semiconductor industry, the fall in memory prices in Q3-2022 sent shock waves through the semiconductor equipment supply chain resulting in a slight fall in demand for subsystems, components, and modules in Q4-2022. Q1-2023 amplified this decline leading to a complete collapse of parts orders as OEMs raced to run down their considerable parts inventories. Demand is on track to fall more than 25% in Q1-2023, but stabilization at 2020/2021 levels is expected from Q2 2023 after excess inventory clearing.

Comprehensive analysis of the semiconductor equipment subsystem, component, and module markets

The Semiconductor Subsystems Market Monitor offers data from almost 200 subsystem, component, and module suppliers. These subsystems, components, and modules (SCM) are fitted in and around front-end wafer fab equipment (WFE). These products are often overlooked, yet essential and critical to manufacturing and running the latter. Quarterly and yearly forecasts of SCM segments are compiled along with vendor shares. The semiconductor supply chain and the role of suppliers of SCM are detailed. The reader is also provided with highlights of specific market and technology trends as they evolve. A specific segmentation was developed to capture the whole bill of materials for WFE, which will give the reader a comprehensive view of the entire semiconductor SCM market.

Discover this video product here

Key Features

• 2018-2022 historical data for semiconductor subsystems, components, and modules ($M), including service & support.
• 2023-2028 forecasts for semiconductor subsystems, components, and modules. ($M), including service & support.
• Semiconductor market overview, including CapEx, on a quarterly and yearly basis.
• WFE market overview – Breakdown of memory vs. non-memory applications – Installed based and Shipments (Units).
• 2022 vendor shares for 8 subsystem segments.
• Analysis of top suppliers.

What's new

Quarterly, yearly historical data and forecasts of semiconductor subsystems, components, and modules, including service & support. Analysis of supply chain and top players.

Product objectives

• Provide market metrics and forecasts for the semiconductor subsystems, components, and modules markets: market drivers, sizes, and vendor shares.
• Provide an overview of the WFE market.
• Analyze the drivers and challenges for each of these markets.
• Highlight specific market and technology trends as they evolve.
• Provide every quarter a focused report on a particular product or technology.
• Capture the whole bill of materials for WFE.
• Comments on supply chains
• Latest M&As and comments

This product completes the already large Monitor’s portfolio of the Yole Group. It is closely related to our wafer fab equipment. It highlights eight areas of the semiconductor subsystems market:

• Process Monitoring
• Power Subsystems
• Wafer Handling Subsystems
• Thermal Control
• Fluid Management
• Vacuum Subsystems
• Optical Subsystems
• Other Subsystems

It is complemented by components and modules, also indispensable to daily operation of wafer fab equipment and semiconductor process stability.

What makes it unique?

Paving the way to a deeper understanding of the semiconductor industry through equipment and subsystems, Yole’s Semiconductor Subsystems Monitor brings:

• Market sizes and vendor revenues by subsystem segments: Process Monitoring, Power Subsystems, Wafer Handling Subsystems, Thermal Control, Fluid Management, Vacuum Subsystems, Optical Subsystems, Other Subsystems
• Detailed information about subsystems, but also on components and modules
• Review of key technology trends
• An industrial landscape outlook and related key moves
• Quarterly forecasts up to Q4 2024 and annual forecasts up to 2028
• Full quarterly updates
• Regular access to analysts