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表2半导体设备国产替代与市场增长相辅相成
表2半导体设备国产替代与市场增长相辅相成
行业数据
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所属报告:
半导体设备行业深度报告:国产替代是核心主题业绩增长是时代红利 -220418 (21页).pdf
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fCDml7bpl7QgfCDljYrlr7zkvZPlh7rlj6PlkIzmr5QgKCUpIHwg6Z2e5Y2K5a+85L2T5Ye65Y+j5ZCM5q+UICglKSB8CnwgOi0tLSB8IDotLS0gfCA6LS0tIHwKfCAyMDIzLTAxIHwgLTQ1IHwgLTEwIHwKfCAyMDIzLTA0IHwgLTM1IHwgLTEyIHwKfCAyMDIzLTA3IHwgLTI1IHwgLTggfAp8IDIwMjMtMTAgfCAtMTUgfCAtNSB8CnwgMjAyNC0wMSB8IDAgfCAwIHwKfCAyMDI0LTAyIHwgNTUgfCAxMCB8CnwgMjAyNC0wNSB8IDI4IHwgMiB8CnwgMjAyNC0wOCB8IDQ1IHwgOCB8CnwgMjAyNC0xMSB8IDMwIHwgLTUgfAp8IDIwMjUtMDIgfCAtMTAgfCAtMTAgfAp8IDIwMjUtMDUgfCAxOCB8IC01IHwKfCAyMDI1LTA4IHwgMjIgfCAwIHwKfCAyMDI1LTExIHwgMzggfCAxMiB8CnwgMjAyNi0wMiB8IDE1NSB8IDE2IHwKfCAyMDI2LTA0IHwgMTk4IHwgMzAgfAoKKirotYTmlpnmnaXmupAqKu+8muW9reWNmu+8jOeUs+S4h+Wuj+a6kOeglOeptg==
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总体来说,半导体设备市场的国产替代必要性和市场增长驱动性相辅相成。纵览设备市场,我国在多个领域的国产化率均低于 1%,如 EUV 光刻机、DUV光刻机、ALD 设备、ALE设备、离子注入设备等。在已有一定程度积累的设备领域,国产化率同样位于较低水平,如刻蚀机的国产化率仍低于 20%,CVD、PVD 设备的国产化率位于 10%-15%,这与下游晶圆厂的成本置换、投资风险、技术协调性等考虑相关。因此半导体设备国产替代仍有较长的路要走,且随着中美科技竞争而变得逐渐迫切。但下游市场的增长拉动却是相对稳健的,如 EUV 光刻机市场近五年复合增长率预计为 21%,ALD 设备市场近五年复合增长率预计为 26%。在市场红利和大国竞争的双重带动下,尽管有多个国际巨头垄断市场,但预计国内厂商将在不同子领域不断取得技术突破和地位提升。
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半导体设备行业深度报告:国产替代是核心主题业绩增长是时代红利 -220418 (21页).pdf
表2半导体设备国产替代与市场增长相辅相成
表1国内刻蚀设备市场主要公司对比
图92019年全球CVD市场竞争格局
图8主要薄膜沉积设备市场分布
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