2021422_艾瑞咨询_2021年中国硅片市场行业研究报告（28页）.pdf
2021 22021.4 iResearch I 300mm 300mm SiC GaN 5G 95%SME,EDA,IP SMS3 1 2 3 4 542021.4 iResearch I 2021.4 iResearch I 2008 2019 2020 5G 2023 13,761 2021 3 95%2020 12 10 37.5 Siltronic AG 90439031906710097104341073811810127331181012407125541322013761201120132015201720192021e2023e2011-2023 29.5%22.8%16.9%10.9%10.7%5.0%4.2%2020 SiltronicAG 27.6%52021.4 iResearch I 2020 65 0.25 8 2018 2018 2025 2018(2018)3-3.4-3.4.3-3.4.3.1-6 8 2017 45-28-14 300 2017 12 12 SOI 2016 2016(2016)6/8/12(SOI)2016(2016 32):SOI SiGe/Si;MOCVD OLED;GaAs/Si 62021.4 iResearch I 13%2025 2017 2020 13 2015 230 2020 471.7 2035 858.3 200mm 300mm,230.0 471.7 967.4 2015 2020 2025e2015-2025 7 123 4 5 82021.4 iResearch I 2018 2019 2021 823.7 1056.7 1297.2 1585.3 1436.4 1510.9 2771.7 24.6%31.2%31.5%33.8%34.8%34.9%49.5%2015 2016 2017 2018 2019 2020 2025e2015-2025%92021.4 iResearch I IDM integration design manufactory-ATP IDM ATP 5G 102021.4 iResearch I ATP SME,EDA,IP AI AI 39 11 7 14 2 2020 CMP30.8%30.8%ATP 7.7%7.7%112021.4 iResearch I 39%53%7%Centre for Security and Emerging Technology EDA 0.015 96.0%1%3.0%0.0%0.0%1%0.0%Core IP 0.009 52.0%0.0%0.0%1.0%43.0%2.0%2.0%Wafers 0.025 0.0%10.0%56.0%16.0%14.0%4.0%0.0%Fab tools 0.149 44.0%2.0%29.0%1%23.0%1.0%1.0%ATP tools 0.024 23.0%9.0%44.0%3.0%6.0%9.0%7.0%Design 0.298 47.0%19.0%10.0%6.0%10.0%5.0%3.0%Fab 0.384 33.0%22.0%10.0%19.0%8.0%7.0%1.0%ATP 0.096 28.0%13.0%7.0%29.0%5.0%14.0%4.0%39.0%16.0%14.0%12.0%11.0%6.0%2.0%122021.4 iResearch I 2021.4 iResearch I 300mm 12 5G 200mm 200mm 6 7 300mm 12 40/28 300mm Ge Si GaAs SiO2 72.6 28.09 144.63 60.08 4.42 x 10225.00 x 10222.21 x 10222.3 x 1022 8 8 8-5.32 2.33 5.65 2.27 0.67 1.11 1.4 8 16.3 11.7 12 3.9 937 1415 1238 1700 V）8(approx)30(approx)35 600 5.8 x 10-62.5 x 10-65.9 x 10-60.5 x 10-6 50mm75mm100mm125mm150mm450mm200mm300mm1970 1980 1990 2000 20XX 13 12 3 4 5 142021.4 iResearch I 2021.4 iResearch I GDP 11%2035 0.66 2030 2060 2035 2020 2025 200mm SUMCO 2020 annual report 0.39 0.38 0.39 0.39 0.39 0.390.870.741.011.191.341.500.240.210.280.310.350.382019 2020 2021e 2022e 2023e 2024e2019-2024 200mm 150mm/200mm/300mm/46 100 246 643 2020 2025e 2030e 2035e2020-2035 152021.4 iResearch I 2021.4 iResearch I5G 3C 5G 3C 5G 5G 3G/4G 5G 5G 5G SUMCO 2020 annual report SUMCO 2020 annual report 1420 1094 897 755 599 504 14 212 505 751 962 1113 2019 2020 2021e 2022e 2023e 2024e2019-2024 300mm 4G 5G 0.46 0.46 0.53 0.60 0.66 0.70 0.55 0.46 0.50 0.52 0.51 0.49 0.37 0.39 0.47 0.55 0.59 0.64 2019 2020 2021e 2022e 2023e 2024e2019-2024 300mm DRAM/NAND/Logic etc./162021.4 iResearch I 2021.4 iResearch I 2020 5G 3C 8.6%2020 19%712 4328 6762 8483 9936 2020 2025e 2030e 2035e2020-2035 18.717.216.17.66.52.6 2.539.2%0.2%61.3%20.9%-19.9%15.8%-1.6%2020 2020%17 1 2 3 4 5182021.4 iResearch I 1mm CZ LEC）99%9-11 9)192021.4 iResearch I 202021.4 iResearch I 200mm SH.688126)Okmetic SZ.002129)SH605358)/B+RS-technology B+12 COF 12/12()TFT 2003 100-200mm 200mm 300mm 2000 150-200mm 21 1 2 3 4 5222021.4 iResearch I450mm 18 450mm 300mm 20 450mm 2016 20 5 CMOS(MoreMoore)450mm 450mm 600 700kg 450mm(SFQR)450mm 232021.4 iResearch I SiC GaN 2.2eV SiC GaN GaN SiC GaN SiC Si GaN SiC GaN 5G GaN GaAsPA 9 5G SiC PCU SiC5G GaN 242021.4 iResearch I 0 0 HgTe/CdTe HgTe/CdTe HgTe/CdTe 25 IPO 26 2002 3000 400-026-Contact Us 27
