Semiconductors, known as the "heart" of modern science and technology, are the foundation and core of the information society. Semiconductor equipment is an important tool for manufacturing semiconductor chips and an important indicator to measure the level of the semiconductor industry in a country or region.
In recent years, with the development of new technologies such as 5G, Internet of Things, and artificial intelligence, the demand for semiconductors has continued to grow, and the semiconductor equipment market has also shown a white-hot competitive situation. So, what is the strength of global semiconductor equipment manufacturers?Who is the leader in this field?Who is the latecomer in this field?
According to statistics from Cinno Research, in the third quarter of 2023, the total revenue of the top 10 global semiconductor equipment manufacturers exceeded $25 billion, a year-on-year decrease of 9% and a quarter-on-quarter increase of 3%. Among them, the Dutch company ASML won the first place with a revenue of nearly 7.5 billion US dollars, surpassing the American company Applied Materials.
ASML's advantage lies in its unique extreme ultraviolet lithography (EUV) lithography technology, which is a key component for the manufacture of chips for advanced processes of 7nm and below. ASML's EUV lithography machines are not only the most expensive, but also in short supply, and its customers include Samsung, TSMC, Intel and other world-renowned chip manufacturers. ASML has a market share of 298%, much higher than other competitors.
Applied Materials ranked second with nearly $6.2 billion in revenue, with a market share of 246%。Applied Materials is the world's largest semiconductor equipment manufacturer, and its products cover all aspects of semiconductor manufacturing, including thin film deposition, ion implantation, etching, rapid heat treatment, chemical mechanical leveling (CMP), measurement and inspection equipment, and other equipment. Applied Materials has deep technical accumulation and extensive customer base in the field of semiconductor equipment, which is an important support for the semiconductor industry.
In addition to ASML in the Netherlands and Applied Materials in the United States, there are four American companies and three Japanese companies in the top 10 of the global semiconductor equipment manufacturers, each accounting for half of the country. Among them, the American companies Lam, Kelei, Teradyne and ASM International ranked respectively.
III. V. Ninth and XJapanese companies Tokyo Perseverance Science and Technology, Deanshi and Advantest ranked respectively.
IV. VII and VII.
It is worth noting that Kelley's revenue in the third quarter of 2023 increased by 32% year-on-year3%, which is the fastest growing among the top 10 equipment vendors. Kelei is mainly engaged in the R&D and production of semiconductor front-end inspection equipment, and its products have efficient and accurate performance characteristics, which can help chip manufacturers improve yield and reduce costs. Kelei's customers include the world's major chip manufacturers, and its market share is also increasing.
Although the top 10 semiconductor equipment manufacturers in the world are all from the Netherlands, the United States and Japan, this does not mean that there are no excellent semiconductor equipment manufacturers in other countries or regions. In fact, China's semiconductor equipment manufacturers have also made significant progress in recent years, not only achieving rapid growth in market size, but also gradually narrowing the gap with foreign advanced manufacturers in terms of technical level, and even achieving leadership in some segments.
According to the China Business Industry Research Institute, in 2023, the size of China's semiconductor equipment market will reach 303.2 billion yuan, becoming the world's largest semiconductor equipment market. Representatives of China's semiconductor equipment manufacturers include North Huachuang, China Micro Corporation, Shengmei Shanghai, Changchuan Technology, Xin Yichang, Huafeng Measurement and Control, Xinyuan Micro, Huahai Qingke, Tuojing Technology, etc., which are involved in all aspects of semiconductor manufacturing, including etching, deposition, cleaning, testing, packaging and other equipment.
Through independent research and development and technological innovation, these manufacturers have realized the localization of equipment in multiple processes, and entered the stage of industrial mass production, providing strong support for the development of China's semiconductor industry.
The ranking of global semiconductor equipment manufacturers was released, with ASML of the Netherlands topping the list, followed by Applied Materials of the United States. China's semiconductor equipment manufacturers have emerged, gradually narrowing the gap with foreign competitors, and the market size is growing rapidly. Kelei performed eye-catching in the top 10, with the fastest year-on-year growth. Competition in the semiconductor field is fierce, and technological innovation and market share are key. The rise of China's semiconductor companies demonstrates their strong strength in the global semiconductor industry chain.