Cov ntaub ntawv qhia tau hais tias kev lag luam xav tau rau kub siab organic chemical vapor deposition (HTCVD) yuav ua kom 393 lab hauv 2026, nrog rau kev loj hlob ntawm 9.5% txij xyoo 2020 txog 2026. Cov khoom siv hluav taws xob hluav taws xob epitaxy (MBE) yuav ncav cuag lub khw xav tau. ntawm 68 lab US las nyob rau hauv 2026, thiab cov compound kev loj hlob tus nqi yuav yog 7.1% los ntawm 2020 txog 2026. Qhov kev thov nce mus txog 630 lab US dollars, thiab cov compound kev loj hlob tus nqi rau 2020-2026 yog 7%.
Yole tsab ntawv ceeb toom tau piav qhia txog cov xwm txheej tam sim no ntawm cov khoom siv semiconductor epitaxial muag khoom lag luam thiab muab cov ntaub ntawv ntxaws ntxaws ntawm cov ntawv thov sib txawv. Lub hom phiaj zuag qhia tag nrho yog los piav qhia txog kev txhim kho ntawm kev siv thev naus laus zis uas cuam tshuam nrog cov txheej txheem epitaxial hauv txhua txoj kev. Daim ntawv tshaj tawm kuj tau tshawb fawb ntxiv txog kev sib koom ua ke ntawm cov khoom siv hauv cheeb tsam lub koom haum, kev xav tau ntawm kev lag luam thiab kev tswj cov saw hlau raws li kev tsim cov neeg koom nrog tseem ceeb hauv kev lag luam semiconductor epitaxy.
Raws li kev txheeb xyuas tsab ntawv ceeb toom, tsuas yog ob peb tus neeg sawv cev ntawm cov khoom siv tuaj yeem ua tiav cov kev xav tau siab rau cov cuab yeej siv nyob rau theem no. Rau qhov teeb meem no, Yole tau teev npe 11 tus neeg sawv cev tshwj xeeb hauv cheeb tsam rau cov khoom siv semiconductor epitaxy. Peb lub tuam txhab ua lag luam yog: Aixtron (Aixtron) hauv Tebchaws Yelemees, Veeco hauv Asmeskas, thiab AMEC (Medium thiab Micro Semiconductors) hauv Suav teb. Peb lub tuam txhab semiconductor no tshaj 60% ntawm tag nrho cov lag luam sib koom.
Raws li txhua tus paub, kev muag khoom ntawm cov khoom siv semiconductor epitaxial yog qhov nyuaj, thiab qee qhov lwm yam khoom siv hauv cheeb tsam cov neeg ua haujlwm tseem muaj kev koom tes tob, xws li Applied Materials, Tokyo Electronics thiab North China Chuang, thiab lwm yam, thiab tseem muaj cov neeg koom nrog. los ntawm lwm cov kev lag luam tshwj xeeb, xws li Dayo Nippon Acid (TaiyoNipponSanso), NuFlare, thiab lwm yam.
Yole Investment Analyst Assistant Vishnu Kumaresan tau hais tias:
Lub koob npe nrov ntawm peb lub tuam txhab loj tshaj plaws hauv kev muag khoom hauv xyoo 2020 yuav tsis tuaj raws li qhov xav tsis thoob. Qhov no tau tshwm sim tsawg kawg yog txij li xyoo 2018. Tab sis yog tias peb saib ob sab saum toj hauv nruab nrab ntawm 2018 txog 2020, lub tuam txhab German cov cuab yeej siv Aixtron' qhov kev lag luam feem ntau tau nce 10%, thaum Veeco [GG ] #39; s kev lag luam qhia tau poob los ntawm 15%. Ib qho ntawm ntau qhov laj thawj ua rau muaj qhov xwm txheej no yog qhov xwm txheej nyuaj ntawm kev lag luam kev lag luam ntawm Tuam Tshoj thiab Tebchaws Meskas, thiab kev lag luam semiconductor tau dhau los ua ib qho chaw. Qhov kev sib ntaus sib tua no tseem ceeb dua hauv kev lag luam semiconductor epitaxy khoom. Yog li ntawd, 2020 yog ib lub sijhawm zoo rau Aixtron muag hauv Suav teb av loj lag luam. Txog 57% ntawm nws cov nyiaj tau los yog muab los ntawm qhov no, thaum Veeco' cov nyiaj tau los tsuas yog 13%.
Tsis tas li ntawd, txij li Tuam Tshoj Micro Semiconductor muaj ntau tus neeg siv khoom LED, txhua xyoo kev loj hlob ntawm cov khoom siv semiconductor epitaxy kuj zoo heev.
