企业竞争图谱：2024年半导体清洗设备 头豹词条报告系列

Investment Rating - The report indicates a positive outlook for the semiconductor cleaning equipment industry, highlighting significant growth potential driven by advancements in semiconductor technology and increasing cleaning process requirements. Core Insights - The semiconductor cleaning equipment is essential for ensuring chip yield by providing damage-free cleaning of wafer surfaces to remove impurities, thus preparing for subsequent processes [1] - The market for semiconductor cleaning equipment is expected to grow significantly, with a compound annual growth rate (CAGR) of 31.00% projected from 2024 to 2028, increasing from $2.33 billion to $6.86 billion [31] - The industry is characterized by a high concentration of major players, particularly in the single-wafer cleaning equipment segment, where four companies (DNS, TEL, LAM, and SEMES) hold over 90% market share [40] Industry Definition - Semiconductor cleaning refers to the process of removing various contaminants from wafer surfaces during semiconductor manufacturing, utilizing equipment designed for damage-free cleaning [2] - The cleaning technologies are primarily categorized into wet cleaning and dry cleaning methods, with wet cleaning being the dominant approach in the industry [12] Industry Classification - The semiconductor cleaning equipment industry is classified based on cleaning methods into single-wafer cleaning equipment, batch cleaning equipment, combination cleaning equipment, and batch rotary spray cleaning equipment [3][4] Industry Characteristics - The semiconductor cleaning equipment serves as a "guardian" of chip yield, with single-wafer cleaning machines being the current market leader and wet cleaning being the predominant technology [8][11][12] Development History - The development of semiconductor cleaning equipment has evolved alongside advancements in semiconductor technology, with significant milestones occurring in the 1990s and 2000s as cleaning requirements increased with smaller process nodes [13][15][16] Industry Chain Analysis - The semiconductor cleaning equipment industry chain consists of upstream raw materials and components, midstream manufacturing, and downstream applications primarily in wafer manufacturing and packaging testing [17][27] Market Size and Growth - The market size for semiconductor cleaning equipment grew from $646 million in 2019 to $1.777 billion in 2023, with a CAGR of 28.81% [31] - The growth is driven by the increasing number of cleaning steps required in advanced semiconductor processes, which can exceed 200 steps for cutting-edge nodes [32][36] Competitive Landscape - The competitive landscape is characterized by a high concentration of international players, with domestic companies like Shengmei Semiconductor and Northern Huachuang gaining market share and technological capabilities [40][43] - The report highlights a trend towards increased domestic production and innovation in China, with local companies achieving significant advancements in cleaning technology [44][45]