Market Monitor
Semiconductor Equipment Subsystems Market Monitor
By Yole Intelligence —
Growth of the semiconductor-related subsystem, component, and module markets kicked in Q2 2024 after a muted Q1, setting us up on a positive growth trajectory for 2024.
YINTM24397
About The Author
Companies Tracked in This Report
Foreword
Changes and forecast comparison Q1/Q2 2023
Monitor Scope and classification of Parts
Analyst commentary
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
Conclusion and Outlook
Reference
- Glossaries
- Methodology
- Additional Classifications
Yole Group Corporate Presentation
Q2 2024 sets 2024 on a growth trajectory after a muted Q1
Q2 2024 posted moderate QoQ revenue growth (+1.4%). Inventory levels significantly decreased at OEMs, and we fully expect this trend to continue in the coming quarters, bringing them back close to "healthy" levels. Memory and logic CapEx are on the rise, and global fab utilization rates are increasing. This, combined with orders gradually picking up at subsystem suppliers, will continue and amplify the positive momentum in H2 2024. In particular, HBM memory could be a catalyst to partially lift the DRAM (and possibly NAND) memory markets out of their current downturn.
Comprehensive analysis of the semiconductor equipment subsystem markets & supply chains
The Semiconductor Subsystems Market Monitor offers data from more than 200 subsystem, component, and module (SCM) suppliers. These SCMs are critical to operating front-end wafer fab equipment (WFE), yet these products are often overlooked. They represent a substantial $50B annual market, and SCM suppliers such as Edwards Vacuum, MKS Instruments, Zeiss, VAT, Ebara, UCT, and Horiba do not have the public recognition they deserve as "technology enablers." Quarterly and yearly forecasts of segments such as process monitoring, power, vacuum, and optics are compiled along with annual vendor shares. Specific market dynamics and comments are offered for each segment. The reader is also provided with highlights of market and technology trends as they evolve. A unique segmentation was developed to capture the whole bill of materials by segment per type of WFE, giving the reader a comprehensive view of the entire semiconductor SCM market, including the service and support side.
ABB Process Solutions, Adenso, ADTEC, Advanced Energy, Advanced Thermal Sciences, AENI, Aerotech, AGC, Agilent, Air Liquide, Air Water, Air Water Mechatronic, Airgard, AK Tech, Ametek, Anseros, Applied Integrated Systems, ASM, ASML, ASNA, ASYS, ATS Engineering, Avantes, Bama, BASF, Beijing U-Precision, Bronkhorst, Brooks, Brooks Instrument, Busch, Calitech, Canon, Canon ANELVA, CBVAC, centrotherm CS, Chemflow Systems, Chiyo, CI Semi, CKD, COMA, Comet, CryoPride, CS Clean Solutions, CSK, CSL, Cymechs, Daihen, Daikin, DAS, DK-LOK, DuPont, EBARA, Ecosys, Edwards, EN Technologies, Entegris, EQ Global, Excelitas, Flexial, Fortrend, Forward Science, Fralock, Freudenberg, FST, Fujikin, Genmark Automation, Gigaphoton, GM Power, GMC, GnBS Engineering, GO Element, Grand Hitek, Greene, Tweed, GST, GST Industrial, Hamamatsu Photonics, Hanbell, Hiden Analytical, Hine Automation, Hirata, Honghu, Horiba, HTC, HVA, Hyesung Tech, Ichor Systems, IDE, IDI-Cybor, Inficon, Infinitesima, Injet, Innovative Robotics, Irie Koken, Isel, Iwaki, JEL, Jenoptik, Jingyi, Julabo, Kanken Techno, Kanomax, Kashiyama, Kawasaki Robotics, KC Innovation, Kematek, Kensington Laboratories, Kinglai, Kintetics, KITZ SCT, KLA, Koike Sanso Kogyo, KSM, KYKY Technology, Kyocera, Kyosan, Lauda, Levitronix, Leybold, Lintec, LOT Vacuum, Lytron - Aavid, M.A.T., Manitou Systems, Maruyama - Risshi, Meidensha, Meopta, Merck, Mersen, MFC, MiCO, Microtech, MICSON, Midac, Milara, Mirapro, MKP, MKS, Morgan, MSP, Muegge, Nanotech, New Power Plasma, NGK, Nidec Sankyo, Nikon, Ninebell, Nippon Pillar, Nippon Valqua, Nor-Cal, Nova, Novasen, NTK, Ocean Insight, Onto Innovation, Orange, Osaka Vacuum, Other Vendors, Parker Hannifin, Peak Robotics, Pearl Kogyo, Perlast (PPE), Perssimon, Pfeiffer Vacuum, Photon Control, Pivotal Systems, PMS, PNC, Presys, Process Insights (Extrel), Proterial, PTC, QEI, Raontec, Reje, Reno, RFPT, Rorze, Science Probe, SEMCO, Senior Metal Bellows, Seren IPS, SETRA, SGL Carbon, SHI Cryogenics, Shimadzu, Shinko, Shinwa Controls, Showadenko, Siasun, Sierra Instruments, Sky Vacuum, SMC, Solvay, Spacetek, SSCS, Standford Research Systems (SRS), Sumitomo Osaka Cement, Sumitomo Precision Products, Sunrin, Taiyo Nippon Sanso, Tazmo, TECHEST, Technetics, Tek-Temp Instrument, Teledyne Hastings, TERATECH, Thermo Fisher, Thesel, Tocera, Tofwerk, Tokai Carbon Korea, Toto, Trelleborg, T-Robotics, TRUMPF, UCT, Ulvac, Unisem, Vacree, VAT, Veeco, Verity, V-Tex, Watlow, Wattsine, White Knight, Wisman, Woosung, XP Power, Yamada, Yaskawa, YinGuan, Young Jin, ZEISS, Zygo and more
Discover the Q2 video here
Key Features
- 2016-2023 historical data for semiconductor subsystems, components, and modules ($M), including service & support.
- 2024-2029 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).
- 2023 vendor shares for 8 subsystem segments.
- Inventory data
What's new
Updated inventory data for both OEMs and subsystem suppliers. Estimated global gab utilization rates, Chinese and European ecosystems.
Product objectives
- Provide market metrics and forecasts for the semiconductor subsystems, components, and modules (SCM) markets: market drivers, sizes, and vendor shares.
- Provide an overview of the WFE market, which is driving the SCM market.
- Highlight specific market and technology trends, per segment, as they evolve.
- Provide up-to-date inventory data per segment.
- Capture the whole bill of materials for WFE.
- Comments on semiconductor supply chains.
- Latest M&As, partnerships and comments.