Increased layer technology and OLED growth driving demand for silicon parts
增层技能及 OLED的增加鞭策了硅零部件的需求
The electronic materials advisory firm providing business and technology information— is forecasting revenues for Silicon Fabricated Parts to decrease by 5% in 2023, reaching a total of US美金856 million. This slowdown is due to overall downtrends within the semiconductor industry, alongside lower numbers of wafer starts. TECHCET is forecasting a sharp rebound of near 11% for the Silicon Parts market in 2024, as explained in the newly released Silicon Parts Critical Materials Report™.
提供贸易及技能信息的电子质料咨询公司估计2023年硅制造零部件的收入将削减5%，总收入到达8.56亿美元。这次放缓是因为半导体行业总体下滑以和晶圆动工数目削减而至。正如新发布的硅零部件要害质料陈诉™中所注释的那样，TECHCET猜测2024年硅零部件市场将年夜幅反弹近11%。
Silicon parts purchases from OEM’s for new etch and deposition tools grew in 2022 to make up about 50% of all sales. This increase in OEM purchases was due to higher demand for equipment. OEM tool sales are expected to ease over the next 2 years as demand from chip fabs for spare parts increases.
2022年，从OEM采办的用在新型蚀刻及沉积装备的硅零部件数目有所增加，约占总发卖额的50%。OEM采购量的增长是因为装备需求的增长。跟着芯片工场对于备件需求增长，估计OEM装备发卖将于将来两年内放缓。
Over the past decade, global polysilicon production capacity has ramped significantly, from 30,000 or so metric tons in the 2000s, to almost 700,000 metric tons currently. However, demand for silicon parts continues to steadily grow, requiring even more additional capacity needs. Beyond 2023, supply tightness for silicon parts is currently expected as etch and deposition steps increase for 3DNAND and leading-edge logic devices. Additionally, strong growth in the OLED market may cause supply chain problems for silicon parts equipment. Semiconductor equipment companies may consider buying parts in advance to alleviate future supply chain bottlenecks.
已往十年，全世界多晶硅产能年夜幅增加，从21世纪00年月的3万吨摆布，增至今朝的近70万吨。然而，硅零部件的需求连续不变增加，需要更多的分外产能。2023年之后，跟着3DNAND及前沿逻辑器件的蚀刻及沉积步调的增长，估计硅零部件的供给会变患上紧张。此外，OLED市场的强劲增加可能会致使硅零部件装备的供给链呈现问题。半导体装备公司可能会思量提早采办零部件，以减缓将来的供给链瓶颈。
Higher pricing and lead time issues may also occur without silicon parts capacity increasing. As long-term purchase agreements expire, the price of raw materials have gone up for major suppliers. Additionally, inflation, logistics, and labor shortages will all play a role on the silicon parts segment going forward.
假如不增长硅零部件的产能，也可能会呈现订价提高及交货时间延误的问题。跟着持久采购和谈到期，重要供给商的原质料价格会上涨。此外，通货膨胀、物流及劳动力欠缺都将对于硅零部件范畴的将来孕育发生影响。
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