반도체 제조용 실리콘 부품 시장 리포트 2025-2026년

Silicon Equipment Components Market Report 2025-2026

반도체 제조용 실리콘 부품 시장 보고서 2025-2026년: 실리콘 부품 공급망 및 시장 분석 2025-2026년 – 중요 재료 보고서 시리즈

Silicon Parts Supply-Chain & Market Analysis A Critical Materials Report

　　　　주문/문의　　　　조사회사/라이센스/납기안내

실리콘 부품 보고서는 반도체 및 LED 공정 장비에 사용되는 실리콘에 중점을 둡니다. 이 보고서에는 OEM 툴 세트별 부품 매출, 지역별 점유율, 시장 성장 전망 및 제조업체 시장 점유율이 포함됩니다. 실리콘 카바이드와의 비교를 포함하여 향후 요구 사항에 대해서도 논의합니다.

본 중요 소재 보고서™는 반도체 공정 장비에 사용되는 실리콘 부품 시장에 주로 초점을 맞추고 있습니다. 여기에는 반도체 소자 제조에 사용되는 웨이퍼 공정 장비용 실리콘 기반 소재 및 실리콘 장비 구성 요소가 포함됩니다. 이러한 부품은 반복 사용 후 결국 교체가 필요하므로 소모품으로 간주됩니다. 고순도 폴리실리콘, 기반 소재 제조업체, 실리콘 제작업체의 공급망에 대한 자세한 정보가 제공됩니다.

TECHCET「반도체 제조용 실리콘 부품 시장 보고서 2025-2026년: 실리콘 부품 공급망 및 시장 분석 2025-2026년 – 중요 재료 보고서 시리즈 – Silicon Parts Supply-Chain & Market Analysis A Critical Materials Report™」이 보고서는 반도체 제조 장비에 사용되는 실리콘 부품, 실리콘 부품 시장 및 관련 공급 업체를 자세히 조사하고 분석합니다.

주요 게재 내용

• 이그제큐티브 요약
• 조사 범위, 목표, 방법론
• 반도체 산업 시장 상황 및 전망
• 실리콘 부품의 시황과 동향
  • 실리콘 부품의 가치 사슬
  • 실리콘 부품 시장 규모 및 예측
  • 세그먼트별 실리콘 부품 시장
  • 팹 재료 개요 및 시장 동향
  • 용도별 실리콘 부품
  • 실리콘 부품을 사용하는 비반도체 애플리케이션의 공급망
  • 기술 동향: 챔버 세척
  • 서브티어/실리콘 잉곳 가격 동향
  • 공급업체별 실리콘 제조업체 시장 점유율
  • 지역별 동향: 지역별 실리콘 부품 사용 방법
  • 지역별 동향: 무역 및 지정학
  • 지역별 동향: 중국의 2차 공급업체
• OEM 장비 시장 동향
  • 반도체 웨이퍼 팹 장비의 수익 전망
  • OEM 에칭 장치의 시장 점유율 예상
  • 지역별 동향: 지역별 실리콘 부품 제조업체
  • OEM 장비: 건식 에칭 챔버의 출하 전망
  • OEM 활동: LAM Research
  • OEM 활동: 히타치 하이테크
  • OEM 활동: AMEC China
  • OEM 활동: 신규 진입: SHENZHEN SICARRIER
  • OEM 분석
• 대상 공급업체
  • 실리콘 부품 공급업체의 분기 실적
  • 공급업체 활동: 신규 공장/신규 투자 – KNJ
  • 공급업체 활동: 신규 공장/신규 투자 – SCHUNK XYCARB TECHNOLOGY
  • 공급업체 활동: 신규 공장/신규 투자 – HANGZHOU RUISHENG
  • 공급업체 활동: 신규 공장/신규 투자 – BEIJING YESEMI
• 서브티어 공급: 실리콘 잉곳 성장자 파일
  • 실리콘 주괴 및 공급업체
• 원료 상태: 폴리실리콘
  • 폴리실리콘 사용 및 상황
  • 폴리실리콘 시장 동향
  • 공급업체 활동: WACKER SILICONES
  • 공급업체 활동: HEMLOCK SEMICONDUCTOR
  • 공급업체 활동: OCI
  • 공급업체 활동: 토쿠야마
  • 공급업체 활동: 신규 참가자 – HIGH-PURITY SILICON AMERICA CORPORATION
  • 공급업체 활동: 공장 폐쇄 – REC SILICON
  • 폴리실리콘 시장 수요
  • 반도체 등급 폴리실리콘 공급업체
  • 에너지 비용 동향
  • 폴리실리콘 가격 동향
• TECHCET 분석가 평가
• 공급업체 정보

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.

목차

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

보도자료

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.

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.