半導体製造用シリコン部品市場レポート 2025-2026年

Silicon Equipment Components Market Report 2025-2026

半導体製造用シリコン部品市場レポート 2025-2026年:シリコンパーツのサプライチェーンと市場分析 2025-2026年 - 重要材料レポートシリーズ
Silicon Parts Supply-Chain & Market Analysis A Critical Materials Report

商品番号:SMB-4250
出版社TECHCET
出版年月2025年8月
ページ数114
図表数83
価格タイプベーシックライセンス
価格USD 8,900
種別英文調査報告書

TECHCET「半導体製造用シリコン部品市場レポート:シリコンパーツのサプライチェーンと市場分析 2025-2026年 – 重要材料レポートシリーズ – Silicon Parts Supply-Chain & Market Analysis A Critical Materials Report™」レポートは半導体製造装置に使用されるシリコン製部品、シリコンパーツの市場および関連サプライヤーを詳細に調査・分析しています。

主な掲載内容

  • エグゼクティブサマリー
  • 調査範囲、目的、メソドロジー
  • 半導体産業市場状況&展望
  • シリコンパーツの市況と動向
    • シリコンパーツのバリューチェーン
    • シリコンパーツ市場規模&予測
    • セグメント別シリコンパーツ市場
    • ファブ材料の概説&市場動向
    • 用途別シリコンパーツ
    • シリコンパーツを使用する非半導体用途のサプライチェーン
    • 技術動向:チャンバ洗浄
    • サブティア/シリコンインゴットの価格動向
    • サプライヤ別シリコンメーカー市場シェア
    • 地域別動向:地域別シリコンパーツの利用方法
    • 地域別動向:貿易と地政学
    • 地域別動向:中国の二次サプライヤ
  • OEM装置の市場動向
    • 半導体ウェハーファブ装置の収益展望
    • OEMエッチ装置の市場シェア予想
    • 地域別動向:地域別シリコンパーツメーカ
    • OEM装置:ドライエッチチャンバの出荷展望
    • OEMの活動:LAM Research
    • OEMの活動:日立ハイテク
    • OEMの活動:AMEC China
    • OEMの活動:新規参入:SHENZHEN SICARRIER
    • OEM分析
  • 対象サプライヤ
    • シリコンパーツサプライヤの四半期実績
    • サプライヤの活動:新規工場/新規投資 – KNJ
    • サプライヤの活動:新規工場/新規投資 – SCHUNK XYCARB TECHNOLOGY
    • サプライヤの活動:新規工場/新規投資 – HANGZHOU RUISHENG
    • サプライヤの活動:新規工場/新規投資 – BEIJING YESEMI
  • サブティアの供給:シリコンインゴットの成長者ファイル
    • シリコンインゴットとサプライヤ
  • 原料の状況:ポリシリコン
    • ポリシリコンの使用法と状況
    • ポリシリコン市場動向
    • サプライヤの活動:WACKER SILICONES
    • サプライヤの活動:HEMLOCK SEMICONDUCTOR
    • サプライヤの活動:OCI
    • サプライヤの活動:トクヤマ
    • サプライヤの活動:新規参入者 – HIGH-PURITY SILICON AMERICA CORPORATION
    • サプライヤの活動:工場閉鎖 –  REC SILICON
    • ポリシリコン市場の需要
    • 半導体グレードポリシリコンのサプライヤー
    • エネルギーコスト動向
    • ポリシリコンの価格動向
  • TECHCETアナリストの評価
  • サプライヤー情報

Report Overview

The Silicon Components Report focuses on silicon used for and with semiconductor and LED process equipment. The report includes a parts revenues by OEM tool set, regional shares, and market growth forecasting and fabricator market shares. Future requirements are discussed including a comparison with silicon carbide.

This Critical Materials Report™ primarily focuses on the markets of silicon parts used in semiconductor process equipment, including silicon base materials and silicon equipment components for wafer process tools used for semiconductor device manufacturing. These parts are considered consumables, given that they are eventually require replacing after repeated use. Details on the supply-chain from high purity poly-silicon, base material manufacturers, and silicon fabricators are provided.

Analyst Biography

Lita Shon-Roy is President/CEO and founder of TECHCET. She has worked throughout the semiconductor supply chain, leading strategy and business development for chip companies, equipment OEMs, and material suppliers for over
30 years. Her experience spans from process development of flat panel displays to strategic marketing of metal organic precursors and specialty gases. She has been implemental in spearheading business strategies and growth opportunities for
companies such as RASIRC/Matheson Gases and IPEC, Air Products/Schumacher, and managed marketing teams at Brooktree/Rockwell, and Hughes Aircraft.

Ms. Shon-Roy has advised start-ups and fortune 500 companies, authored hundreds of articles and reports on materials markets and supply chain issues and is considered an expert in electronic materials marketing and business development.

She holds Advisory roles at the following companies: Alixlabs, PurityResource, and the Krach Institute Center for Technology Diplomacy.

Her academic background includes an M.B.A. from the California State University Dominguez Hills, an M.S. in Solid-state Physics, from USC, and a B.S. in Chemical Engineering from UC San Diego.

Shaoyan(Yan) Luo – Shaoyan(Yan) Luo – Jr. Analyst of TECHCET in charge of identification of economic trends, market research and forecast modeling. She is tri-lingual in English, Chinese and Korean and works to support the Company’s customers from Far East to West. She has a B.S. degree in Mathematics/Economics from the University of California at San Diego and a M.S. degree in Business
Analytics from University of San Diego.


目次

1 EXECUTIVE SUMMARY

1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY
1.2 OVERVIEW OF THE 2025 SILICON PARTS MARKET
1.3 SI PARTS MARKET BY SEGMENT
1.4 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
1.5 REGIONAL TRENDS – SILICON PARTS USAGE BY REGION
1.6 RAW MATERIAL – POLYSILICON MARKET TRENDS
1.7 SILICON PARTS MARKET ASSESSMENT

2 SCOPE, PURPOSE AND METHODOLOGY

2.1 SCOPE, PURPOSE & METHODOLOGY
2.2 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1 WORLDWIDE ECONOMY AND OUTLOOK
3.2 WORLDWIDE ECONOMY AND OVERVIEW
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
3.2.3 SEMICONDUCTOR SALES GROWTH
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK
3.3.2 PC OUTLOOK
3.3.3 SMARTPHONE OUTLOOK
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK
3.3.5 SERVERS / IT MARKET
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US
3.4.4 EQUIPMENT SPENDING TRENDS
3.4.5 TECHNOLOGY ROADMAPS
3.5 POLICY & TRADE TRENDS AND IMPACT
3.6 SEMICONDUCTOR PRODUCTION (WAFER STARTS*) AND MATERIALS OVERVIEW
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029
3.6.2 TECHCET ELECTRONIC MATERIALS MARKET FORECAST THROUGH 2028

4 SILICON PARTS MARKET LANDSCAPE & TRENDS

4.1 SILICON PARTS SUPPLY CHAIN
4.2 SI PARTS MARKET SIZE & FORECAST
4.3 SI PARTS MARKET BY SEGMENT
4.3.1 SI PARTS MARKET BY SEGMENT – BOATS AND INJECTORS
4.4 FAB MATERIAL INTRODUCTION & MARKET TREND
4.5 SILICON PARTS BY APPLICATION
4.6 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS SUPPLY-CHAIN
4.7 TECHNOLOGY TRENDS – CHAMBER CLEANING
4.7.1 TECHNOLOGY TRENDS – SILICON VS. SILICON CARBIDE
4.8 SUB-TIER /SILICON INGOT COSTS TRENDS
4.9 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
4.10 REGIONAL TRENDS – SILICON PARTS USAGE BY REGION
4.10.1 REGIONAL TRENDS – TRADE & GEOPOLITICS
4.10.2 REGIONAL TRENDS – SECOND-SOURCE SUPPLIERS IN CHINA

5 OEM EQUIPMENT MARKET TRENDS

5.1 SEMICONDUCTOR WAFER FAB EQUIPMENT REVENUE OUTLOOK
5.2 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE
5.2.1 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT
5.3 REGIONAL TRENDS – SILICON PARTS USAGE BY REGION
5.4 OEM EQUIPMENT – DRY ETCH CHAMBER SHIPMENT OVERLOOK
5.5 OEM ACTIVITIES – LAM RESEARCH
5.5.1 OEM ACTIVITIES – HITACHI HIGH-TECH
5.5.2 OEM ACTIVITIES – SCREEN SEMICONDUCTOR SOLUTIONS
5.5.3 OEM ACTIVITIES – AMEC CHINA
5.5.4 OEM ACTIVITIES: NEW OEM ENTERING THE MARKET – SHENZHEN SICARRIER
5.6 OEM ANALYSIS

6 SUPPLIERS OF INTEREST

6.1 SILICON PARTS SUPPLIER QUARTERLY PERFORMANCE
6.2 SUPPLIER ACTIVITIES: NEW PLANTS/NEW INVESTMENTS – KNJ
6.2.1 SUPPLIER ACTIVITIES: NEW PLANTS/NEW INVESTMENTS – SCHUNK XYCARB TECHNOLOGY
6.2.2 SUPPLIER ACTIVITIES: SK ENPULSE TO SOLMICS
6.2.3 SUPPLIER ACTIVITIES: NEW SUPPLIER ENTERING THE MARKET – GENORI
6.2.4 SUPPLIER ACTIVITIES: NEW SUPPLIER ENTERING THE MARKET – HANGZHOU RUISHENG
6.2.5 SUPPLIER ACTIVITIES: NEW SUPPLIER ENTERING THE MARKET – BEIJING YESEMI

7 SUB-TIER SUPPLY: SILICON INGOT GROWERS FILES

7.1 SILICON INGOT & SUPPLIERS

8 RAW MATERIAL STATUS – POLYSILICON

8.1 POLYSILICON USAGE AND STATUS
8.2 POLYSILICON MARKET TRENDS
8.3 SUPPLIER ACTIVITIES: EXPANSION – WACKER SILICONES
8.3.1 SUPPLIER ACTIVITIES: EXPANSION – HEMLOCK SEMICONDUCTOR
8.3.2 SUPPLIER ACTIVITIES: EXPANSION – OCI
8.3.3 SUPPLIER ACTIVITIES: EXPANSION – TOKUTYAMA
8.3.4 SUPPLIER ACTIVITIES: NEW SUPPLIER ENTERING THE MARKET – HIGH-PURITY SILICON AMERICA CORPORATION
8.3.5 SUPPLIER ACTIVITIES: PLANT CLOSURE – REC SILICON
8.4 EG POLYSILICON MARKET DEMAND
8.5 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
8.6 ENERGY COST TRENDS
8.7 POLYSILICON PRICING TRENDS

9 TECHCET ANALYST ASSESSMENT

9.1 SEMICONDUCTOR WAFER FAB EQUIPMENT REVENUE OUTLOOK
9.2 TECHCET ANALYST ASSESSMENT

10 SUPPLIER PROFILES

10.1 SILICON SUPPLIERS LIST

ADDISON ENGINEERING
APPLIED CERAMICS
BCNC CO., LTD.
BULLEN ULTRASONICS
CE-MAT
AND MORE …

FIGURES

FIGURE 1.1: 2025 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES
FIGURE 1.2: 2025 SILICON FABRICATED PARTS MARKET BY SEGMENT
FIGURE 1.3: 2024 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
FIGURE 1.4: 2024 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 1.5: TRIGGERING THE SUPPLY EXPANSION OF CHINA EG POLYSILICON
FIGURE 3.1: HISTORICAL AND FORECASTED GDP GROWTH (2000 – 2029)
FIGURE 3.2: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2024)
FIGURE 3.3: WORLDWIDE SEMICONDUCTOR SALES ($B)
FIGURE 3.4: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) MOMENTUM TRACKER
FIGURE 3.5: 2024 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.6: SMARTPHONE SHIPMENTS, WW ESTIMATES
FIGURE 3.7: GLOBAL LIGHT VEHICLE PRODUCTION FORECAST (IN MILLIONS OF UNITS)
FIGURE 3.8: US EV RETAIL SHARE FORECAST
FIGURE 3.9: AUTOMOTIVE SEMICONDUCTOR FORECAST ESTIMATES (2018-2029, B$’S USD)
FIGURE 3.10: AI VALUE FORECAST ($B’S USD)
FIGURE 3.11: SCALE OF TODAY’S AI-CENTRIC DATA CENTERS
FIGURE 3.12: TSMC PHOENIX FAB INVESTMENT TO EXCEED US $65B
FIGURE 3.13: ESTIMATED GLOBAL FAB INVESTMENT 2024-2029
FIGURE 3.14: ANNOUNCED PUBLIC STIMULUS AND RESPECTIVE SEMICONDUCTOR CHIP MANUFACTURING REGIONS
FIGURE 3.15: SEMICONDUCTOR SUPPLY CHAIN EXPANSIONS WITHIN THE US
FIGURE 3.16: GLOBAL TOTAL EQUIPMENT SPENDING
FIGURE 3:17: TSMC LOGIC ROADMAP BY NODE
FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS
FIGURE 3.19: TECHCET WORLDWIDE ELECTRONIC MATERIALS FORECAST
FIGURE 4.1: SILICON PARTS FROM SILFEX
FIGURE 4.2: SILICON PARTS SUPPLY CHAIN
FIGURE 4.3: 2025 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES
FIGURE 4.4: 2025 SILICON FABRICATED PARTS MARKET BY SEGMENT
FIGURE 4.5: SILICON BOATS & INJECTORS REVENUE FORECAST 2024-2029
FIGURE 4.6: 2024 SILICON PARTS BY WAFER SIZE
FIGURE 4.7: 2025 SILICON PARTS BY WAFER SIZE
FIGURE 4.8: SILICON USE BY INDUSTRY COMPARISON
FIGURE 4.9: NAURA’S PLASMA ETCH EQUIPMENT
FIGURE 4.10: NAURA’S PLASMA ETCH EQUIPMENT
FIGURE 4.11: TSMC – METHOD OF PROTECTING SEMICONDUCTOR DEVICE DRAWINGS
FIGURE 4.12: LAM RESEARCH ETCH EQUIPMENT
FIGURE 4.13: APPLIED CENTURA® ETCH EQUIPMENT
FIGURE 4.14: 2024 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
FIGURE 4.15: 2024 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 4.16: CHINA SILICON PARTS SALES TREND BY SUPPLIER TYPE
FIGURE 5.1: WAFER FAB EQUIPMENT REVENUE OUTLOOK
FIGURE 5.2: 2024 ETCH EQUIPMENT MARKET SHARE
FIGURE 5.3: 2024 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES
FIGURE 5.4: TEL’S CAPITAL EXPENDITURE (B YEN) FROM FY2022-2026 (ESTIMATE)
FIGURE 5.5: 2024 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 5.6: CHAMBER SHIPMENT (UNIT) ASSUMPTION 2024-2029
FIGURE 5.7: LAM’S CAPITAL EXPENDITURE FROM CY2022 – 2025Q1
FIGURE 5.8: HITACHI HIGH-TECH EXTERIOR OF NEW PRODUCTION FACILITY
FIGURE 5.9: SCREEN NEW BUILDING S3-6 (S-CUBE SIX) IN JAPAN
FIGURE 5.10: CHENGDU HI-TECH INDUSTRIAL DEVELOPMENT ZONE
FIGURE 5.11: SICARRIER JOINING SEMICON CHINA
FIGURE 6.1: KNJ LOGO
FIGURE 6.2: GRAND OPENING CEREMONY EVENT
FIGURE 6.3: SOLMICS LOGO
FIGURE 6.4: CHONGQING GENORI FACTORY
FIGURE 6.5: HANGZHOU RUISHENG PROJECT GROUNDBREAKING CEREMONY
FIGURE 6.6: BEIJING YESEMI OFFICE BUILDING
FIGURE 8.1: POLYSILICON DEMAND – SEMICONDUCTOR (EG) VS. INDUSTRIAL (PV)
FIGURE 8.2: TRIGGERING THE SUPPLY EXPANSION OF CHINA EG POLYSILICON
FIGURE 8.3: THE WACKER GROUP PRODUCTION COMPLEX IN ZHANGJIAGANG, CHINA
FIGURE 8.4: HEMLOCK – ANNOUNCEMENT OF RECEIVING FUNDING
FIGURE 8.5: OCI POLYSILICON PLANT – OCIMSB SARAWAK, MALAYSIA
FIGURE 8.6: TOKUYAMA’S MALAYSIAN PLANTS
FIGURE 8.7: HPSA COMPANY OVERVIEW
FIGURE 8.8: REC FACILITY IN MOSES LAKE, WA, USA
FIGURE 8.9: EG POLYSILICON DEMAND TREND FOR SILICON WAFER PRODUCTION
FIGURE 8.10: ENERGY COST TRENDS
FIGURE 8.11: 5-YEAR PRICE TREND OF SOLAR POLYSILICON – A TWO-TIERED STRUCTURE
FIGURE 9.1: WAFER FAB EQUIPMENT REVENUE OUTLOOK

TABLES

TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: INITIALLY ANNOUNCED* US RECIPROCAL TARIFF SCHEDULE
TABLE 3.3: WORLDWIDE PC FORECAST BY SEGMENT
TABLE 3.4: IT MARKET SPENDING FORECAST, 2025
TABLE 4.1: SILICON PARTS COMPARISON: REPLACEMENT FREQUENCY VS. UNIT COST
TABLE 4.2: COMPARISON OF SI, SIC, AND SIC COATED SI PARTS
TABLE 4.3: 2024 VS. 2023 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
TABLE 5.1: 2023 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION
TABLE 5.2: 2024 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION
TABLE 5.3: TEL REVENUES BY END USER
TABLE 6.1: LEADING SILICON PARTS FABRICATION REVENUES
TABLE 7.1: SILICON INGOT SUPPLIERS
TABLE 8.1: SEMICONDUCTOR – GRADE POLYSILICON SUPPLIERS
TABLE 10.1: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 1 OF 2
TABLE 10.2: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 2 OF 2

プレスリリース

プレスリリース抄訳

シリコン製造装置構成部品の未来は明るい

2025年3月19日、カリフォルニア州サンディエゴ

半導体材料のサプライチェーン情報を提供する電子材料のアドバイザリー企業であるTECHCETは、2025年の半導体シリコン部品の収益が増加し、8億ドルに達すると予測しています。この増収は新システムの売上と部品交換の売上による緩やかな増加が促進要因になっているとみられています。具体的には新システム向け部品の売上は8%の増加、部品交換での売上は2%の増加が見込まれています。この市場は2024年から2029年までに年平均成長率(CAGR)4.5%で成長し、2027年には9億4,000万ドルに達するとTECHCETでは予測しています。

シリコン部品収益予測 - TECHCET

2024年の成長は限定的であったものの、半導体の製造歩留まりと効率性改善への取り組みが功を奏し、高純度シリコン構成部品への需要は引き続き堅調です。マクロ経済の不確実性が長引く中でも、最先端の半導体製造装置と継続的な技術改善が必要とされていることが市場成長要因となっています。企業はファブの拡張と老朽化が進むシステムへの部品交換からの利益に期待をかけています。

地政学的な緊張、特に米中間の貿易摩擦はシリコン部品市場にとっては課題になることが見込まれています。新たな輸出制限と関税に加え、中国が重要材料に制限をかけたことでコスト増とサプライチェーンの崩壊が起きました。地政学的リスクから、企業は今後製造の安定性を維持するためにサプライチェーンの多様化を進め、代替材料源の確保が必要であることが浮き彫りとなりました。

プレスリリース原文

The Future is Bright for Silicon Equipment Component Parts

 San Diego, CA, March XX, 2025: TECHCET — the electronic materials advisory firm providing semiconductor materials supply chain information — forecasts an increase in semiconductor silicon parts revenue for 2025, reaching $800M. This growth is driven by a moderate increase in new system sales and replacement parts sales, leading to an 8% rise in parts sales for new systems and 2% increase in replacement parts sales. The market is expected to experience 4.5% compound annual growth rate (CAGR) from 2024 to 2029, with revenue expected to reach $940M in 2027, according to TECHCET’s Critical Materials Report™ on Silicon Parts.

シリコン部品収益予測 - TECHCET

While 2024 showed limited growth, driven by efforts to improve semiconductor manufacturing yields and efficiency, demand for high-purity silicon components remains strong. The need for advanced semiconductor manufacturing equipment and ongoing technology upgrades will continue to drive the market, even as macroeconomic uncertainties linger. Companies are expected to benefit from fab expansions and increasing replacement part needs in aging systems.

Geopolitical tensions, particularly the ongoing U.S.-China trade conflicts, are expected to pose challenges to the silicon parts market. New export restrictions and tariffs have led to increased costs and supply chain disruptions, with China also imposing controls on critical materials. These geopolitical risks highlight the need for companies to diversify their supply chains and secure alternative material sources to maintain production stability in the coming years.