Semiconductor Equipment Subsystems Market Monitor

ABB Process Solutions, Adenso, ADTEC, Advanced Energy, Advanced Thermal Sciences, Aerotech, AGC, Agilent, Air Liquide, Air Water Mechatronic, Airgard, AK Tech, Ametek, Anseros, Applied Integrated Systems, ASM, ASML, ASNA, ASYS, ATS Engineering, Avantes, BASF, Bronkhorst, Brooks, Brooks Instrument, Busch, Calitech, Canon, Canon ANELVA, CBVAC, centrotherm CS, Chemflow Systems, Chiyo, CI Semi, CKD, Comet, CS Clean Systems, CSK, Cymechs, Daihen, Daikin, DAS, DuPont, EBARA, Ecosys, Edwards, EN Technologies, Entegris, EQ Global, Excelitas, Flexial, Fortrend, Fralock, Freudenberg, FST, Fujikin, Genmark Automation, Gigaphoton, GMC, GnBS Engineering, GO Element, Greene, Tweed, GST, Hamamatsu Photonics, Hanbell, Hiden Analytical, Hine Automation, Hirata, Hitachi Metals, Honghu, Horiba, HVA, Hyesung Tech, Ichor Systems, IDE, IDI-Cybor, Inficon, Infinitesima, Innovative Robotics, Irie Koken, Isel, Iwaki Walchem, JEL, Jenoptik, Julabo, 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, MiCO, Microtech, MICSON, Midac, Milara, Mirapro, MKP, MKS, MSP, Muegge, Nanotech, New Power Plasma, NGK, Nidec Sankyo, Nikon, Ninebell, Nippon Pillar, Nippon Valqua, Nor-Cal, Nova, Novasen, NTK, Ocean Insight, Onto Innovation, 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), PTC, QEI, Raontec, Reno, RFPT, Rorze, Science Probe, SEMCO, Senior Metal Bellows, Seren IPS, SETRA, SHI Cryogenics, Shimadzu, Shinko, Shinwa Controls, Showadenko, Siasun, Sierra Instruments, Sky Vacuum, SMC, Solvay, SSCS, Standford Research Systems (SRS), Sumitomo Osaka Cement, Sumitomo Precision Products, Sunrin, Taiyo Nippon Sanso, Tazmo, TECHEST, Technitics, Tek-Temp Instrument, Teledyne Hastings, TERATECH, Thermo Neslab Haake, Thesel, Tofwerk, Tokai Carbon Korea, Toto, Trelleborg, T-Robotics, TRUMPF, UCT, Ulvac, Unisem, VAT, Veeco, Verity, V-Tex, Watlow, and more.

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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 as they evolve.
• Provide up-to-date inventory data.
• Capture the whole bill of materials for WFE.
• Comments on semiconductor supply chains.
• Latest M&As and comments

Q1 2024 remains muted but growth is about to resume and accelerate​

Q1 2024 remains muted across all subsystem market segments. Inventory levels remain high at OEMs but have (finally) started to (slightly) decline; we expect this latter trend to continue in the coming quarters. The power and fluid management segments are still very much impacted by the slow recovery observed for memory. However, there are reasons to be optimistic: CapEx and fab utilization rates are rising, and orders are gradually picking up at suppliers. Later this year, HBM memory could be a catalyst to (partially) lift the (DRAM) memory market out of its current downturn. We not only anticipate the next three quarters to post growth in revenue but also accelerate through 2024, presaging a potentially stronger year in 2025.​

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, or 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 on the service & support side.

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