势银研究 | 半导体设备市场整体发展趋势

Core Viewpoints - The report from TrendBank titled "2025 Semiconductor Equipment Market Research" provides insights into global semiconductor market trends, including wafer fabrication, packaging, and testing equipment market dynamics [2][6]. Group 1: Semiconductor Capacity and Production - In 2024, China's effective wafer capacity is projected to reach 7.5 million pieces per month (equivalent to 8-inch), representing a year-on-year growth of 14%, with advanced process capacity accounting for only 13% [3]. - Advanced process capacity is expected to reach 1 million pieces per month, with a forecasted increase to 17% by 2029 [5]. Group 2: Capital Expenditure Trends - Global wafer fab capital expenditure is expected to remain flat at $166.7 billion in 2024, slightly lower than in 2023, with a projected 4% growth in 2025 due to recovering demand in consumer electronics and industrial equipment, alongside the booming AI and high-performance computing markets [4]. Group 3: Semiconductor Equipment Market Size - The global semiconductor equipment market is anticipated to reach $116.1 billion in 2024, marking a 9% year-on-year increase, with China's demand share expected to be 36.7%, significantly outpacing other countries [6]. Group 4: Testing Equipment Market - The global semiconductor testing equipment market is projected to exceed $7.7 billion in 2024, with testing machines holding a major market share. Local companies like Changchuan Technology have established competitive positions in the semiconductor testing machine and sorting machine sectors, although further advancements are needed in the probe station area for analog and digital chips [9].