2024年全球晶圆厂设备收入将达1330亿美元，同比增长19%

芯智讯10-29

近日，市场研究机构Yole Group最新的报告显示，目前半导体行业正处于强劲的上升轨道上，预计到 2024 年全球晶圆厂设备（WFE）收入将达到 1330 亿美元，同比增长 19%。其中，其中83%来自设备出货，17%来自服务和支持。但是不同设备细分市场的增长将有很大差异。Yole Group 分析师将2024年WFE市场的增长主要归因于市场对面向生成式AI的DRAM/HBM 和处理器的投资...

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19%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TEL":1,"AMAT":1},"content_text":"近日，市场研究机构Yole Group最新的报告显示，目前半导体行业正处于强劲的上升轨道上，预计到 2024 年全球晶圆厂设备 （WFE）收入将达到 1330 亿美元，同比增长 19%。其中，其中83%来自设备出货，17%来自服务和支持。但是不同设备细分市场的增长将有很大差异。Yole Group 分析师将2024年WFE市场的增长主要归因于市场对面向生成式AI的DRAM/HBM 和处理器的投资增长，而 NAND Flash的资本支出仍然疲软，传统逻辑和专业市场的资本支出则面临潜在风险。在这种不确定的环境中，WFE 供应商正在通过使其应用组合多样化来维持或提高其收入水平，从而应对不均衡的资本支出。从更长的时间周期来看，Yole Group预计到2029年，全球总体WFE收入预计将达到1650亿美元。“其中，WFE 出货量预计将增长到 1390 亿美元，复合年增长率为 +4.7%。这部分显然是由 存储和逻辑芯片的设备架构变化驱动的。与此同时，服务和支持部分将产生270亿美元的收入，复合年增长率为+3.3%。事实上，它是由安装基础利用率的激增和机械复杂性的增加推动的。”值得一提的是，从区域营收来源看，在 2023 年和 2024 年，中国大陆将成为最重要的WFE设备发货目的地，占 WFE 市场总收入的三分之一。从头部供应商营收来看，总部位于美国的公司传统上在营收方面整体处于领先地位。目前，WFE 市场领导者是 ASML、应用材料 （AMAT）、泛林集团（Lam Research）、Tokyo Electron Limited （TEL） 和 科磊（KLA）。Yole Group 的 Taguhi Yeghoyan 解释说：“应用材料公司在 2023 年排名第二，并通过应用组合差异化实现了销售额增长。其他领先企业的收入在 2023 年有所下降（与 NAND 需求下滑相关），但在 2024 年出现了增长。最后，我们预计小型供应商的长尾收入将收缩。”编辑：芯智讯-浪客剑查看原图 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