东南亚再分布层材料市场将从2022年到2031年以13.5%的复合年增长率增长,达到1.5011亿美元

Publication Month : Oct 2023

  • Report Code : TIPRE00030090
  • Category : Chemicals and Materials
  • Status : Published
  • No. of Pages : 117
Inquire Before Buy

PRICING

$3000

$2400

东南亚再分布层材料市场预计将从2022年的5451万美元增长到2030年的1.5011亿美元;预计 2022 年至 2030 年复合年增长率为 13.5%。

市场分析

< /span>

半导体制造中的再分布层 (RDL) 是微处理器、存储芯片和片上系统 (SoC) 设备等先进集成电路 (IC) 的关键元件。 RDL 负责将信号从芯片核心路由和重新分配到外部引脚以及芯片内不同层之间。通常,RDL 材料是导电材料(例如铜、铝或其合金)的薄膜。铜由于其优异的导电性而被广泛使用。其他几种新兴的封装技术在设备的异构集成中发挥着关键作用。对基于人工智能的设备和工具不断增长的需求正在显着影响再分配层材料市场。对更先进的人工智能功能的追求需要开发更紧凑、更密集集成的硬件组件。再分布层材料 (RDL) 是实现半导体封装小型化的基础,这对于适应日益复杂的人工智能设备至关重要。随着人工智能系统变得越来越复杂,对更小、更高效组件的需求也在增长。此外,人工智能应用程序以其对高性能计算的巨大需求而闻名,这本身就会产生大量热量。高效的热管理对于确保人工智能硬件的可靠性和使用寿命至关重要。 RDL材料通过增强导热性和散热性能发挥着至关重要的作用。随着人工智能设备变得更加强大和热密集型,对能够有效解决这些热挑战的先进 RDL 材料的需求不断增加。这增加了对先进封装技术的新创新和趋势的需求。东南亚再分布层材料市场趋势正在推动市场增长。

增长驱动因素和挑战

人工智能 (AI) 系统非常复杂,通常涉及多个芯片、传感器和处理器,它们必须无缝通信才能实时处理和分析数据。对人工智能硬件中改善连接性和信号完整性的需求不断增长。 RDL 材料对于促进高速数据传输和确保人工智能系统中的各个组件协调工作至关重要。随着人工智能应用跨越从医疗保健到自动驾驶汽车等不同行业,对能够保持牢固连接的 RDL 材料的需求变得更加明显。此外,人工智能领域的特点是快速演变和定制。不同行业对人工智能硬件解决方案有独特的要求,需要设计和配置的灵活性。 RDL 材料使制造商能够定制半导体封装以满足这些特定需求。这种定制能力推动了 RDL 材料的采用,使人工智能设备制造商能够创建针对各种应用进行优化的专用硬件。东南亚经济的快速增长和产业发展也带动了人工智能技术的投资增加。这种增长包括智慧城市、自动驾驶汽车和工业 4.0 计划的发展,所有这些都依赖于基于人工智能的工具和设备。随着这些举措的势头增强,对作为半导体封装基础元件的 RDL 材料的需求也随之增长。因此,对基于人工智能的设备和工具不断增长的需求正在促进东南亚再分配层材料市场的增长。

原材料价格的波动对东南亚再分配层材料市场的增长构成重大挑战。东南亚再分布层材料市场。这些价格波动可能会对行业产生深远的影响,影响生产成本、定价策略和整体市场稳定性。关键问题之一是对进口原材料的依赖。重新分配非接触材料的许多重要成分,例如专用聚合物、金属和化学品,通常来自国际供应商。由于地缘政治紧张局势、供应链中断或市场投机等多种因素导致全球大宗商品市场波动,这些关键原材料的价格可能会变得高度波动。这些因素阻碍了东南亚再分布层材料市场的增长。

战略见解

报告细分和范围

“2030 年东南亚再分布层材料市场分析”是一项专业且深入的研究,重点关注东南亚的再分布层材料市场趋势和增长机会。该报告旨在概述东南亚再分布层材料市场,并按类型和应用进行详细的市场细分。东南亚再分布层材料市场近年来经历了高速增长,预计2022年至2030年将延续这一趋势。该报告提供了东南亚再分布层材料消费的关键统计数据。此外,报告还对影响东南亚再分布层材料市场表现的各种因素进行了定性评估。该报告还全面分析了东南亚再分配层材料市场的领先企业及其关键战略发展。还包括对市场动态的一些分析,以帮助确定关键驱动因素、市场趋势和利润丰厚的机会,从而有助于确定主要收入来源。

生态系统分析和波特五力分析提供了东南亚再分布层材料市场的360度视角,有助于了解整个供应链以及影响东南亚再分布层材料市场增长的各种因素。< /p>

分段分析

< p>东南亚再分布层材料市场根据类型和应用分为两部分。根据类型,东南亚再分布层材料市场分为聚酰亚胺(PI)、聚苯并恶唑(PBO)、苯并环丁烯(BCB)等。根据应用,东南亚再分布层材料市场分为扇出晶圆级封装(FOWLP)和2 5D/3D IC封装(高带宽存储器(HBM)、多芯片集成、封装封装(FOPOP) ), 和别的)。从应用来看,2 5D/3D IC封装领域在东南亚再分布层材料市场中占有重要份额。下一代硅节点的光刻步骤和晶圆加工成本普遍增加,正在推动业界寻找替代方案来提高电子设备的性能和功能。

将逻辑、内存、射频和传感器等不同技术集成到小型封装中的需求正在推动行业转向 3D 集成解决方案。当前,人工智能、机器学习、数据中心等蓬勃发展的应用领域面临着内存需求不断增加的严峻挑战。预计这些因素将在 2022 年至 2030 年期间推动东南亚 2 5D/3D IC 封装领域的再分布层材料市场的发展。

区域分析

根据地理位置,东南亚重分布层材料市场分为印度尼西亚、新加坡、马来西亚、台湾、泰国、越南和东南亚其他国家。预计到 2022 年,台湾的产值将达到约 3000 万美元。台湾是著名的全球电子制造中心,是众多半导体公司、原始设备制造商 (OEM) 和电子组装设施的所在地。这些制造实体的存在产生了对再分布层材料的大量需求,因为这些材料对于各种电子设备中的半导体封装和互连至关重要。因此,随着国家的进步和工业化,对再分布层材料的需求预计将保持强劲,这预计将推动2022年至2030年东南亚再分布层材料市场的增长。马来西亚的复合年增长率预计约为14%从 2022 年到 2030 年。马来西亚已成为东南亚重要的电子制造中心。众多跨国公司和电子组装工厂的存在导致对再分布层材料的需求增加。这些材料对于先进半导体封装至关重要,而半导体封装是电子制造的关键组成部分。此外,再分布层材料可实现电子元件的小型化,使制造商能够制造更小、功能更丰富的设备,包括智能手机、平板电脑和可穿戴设备。随着消费者偏好推动这一趋势,对再分布层材料的需求不断增加。

预计到 2030 年印度尼西亚的价值将达到约 1400 万美元。印度尼西亚可以被认为是其中之一东南亚最大的再分布层材料新兴市场。近年来,由于初创企业生态系统的不断发展,该国的 GDP 实现了快速增长。各种消费者应用程序和金融科技一直主导着该国的初创企业生态系统,并且随着初创企业寻求新的机遇,它们正在增加物联网等新领域的创新。

行业发展和未来机遇

报告详细概述了东南亚再分布层材料市场。

2021 年 12 月,三星电子宣布已开始量产业界最小的基于极紫外 (EUV) 技术的 14 纳米 (nm) DRAM。它将 EUV 层的数量增加到五层,为其 DDR5 解决方案提供先进的 DRAM 工艺。通过在 14 纳米 DRAM 上应用 5 个 EUV 层,实现了最高位密度,同时将整体晶圆生产率提高了约 20%。

2022 年 6 月,日月光科技控股有限公司Ltd 推出了 VIPack,这是一个先进的封装平台,旨在实现垂直集成封装解决方案。 VIPack 代表了 ASE 的下一代 3D 异构集成架构,可扩展设计规则并实现超高密度和性能。该平台利用先进的再分配层 (RDL) 工艺、嵌入式集成以及 2.5D 和 3D 技术,帮助客户在单个封装中集成多个芯片时实现前所未有的创新。

< strong>COVID-19 大流行的影响

由于对半导体的需求不断增长,东南亚再分布层材料市场在 COVID-19 大流行爆发之前出现了增长来自智能手机和电脑等消费电子产品。然而,大流行对化学品和化学品产生了不利影响。材料行业,导致制造设施关闭、原材料采购面临挑战以及物流运营受到限制。全国范围内 COVID-19 病例数量空前增加,以及随后众多生产设施的封锁,对东南亚再分布层材料市场的增长产生了负面影响。此外,制造工艺和研发活动的整体中断抑制了东南亚再分配层材料市场的增长。

由于政府的重大措施,市场于2021年开始复苏,例如疫苗接种活动。半导体行业对再分布层材料不断增长的需求正在推动东南亚再分布层材料市场的增长。此外,随着企业对稳定经济和增加需求的信心增强,该地区的各个参与者正在寻求更多的投资机会,从而为东南亚再分配层材料市场的增长提供动力。

竞争格局和主要公司

Advanced Semiconductor Engineering, Inc.;安靠科技;富士胶片公司;杜邦公司;英飞凌科技股份公司;恩智浦半导体;三星电子有限公司;信越化学有限公司; SK海力士公司;和江苏长电科技有限公司是东南亚重布层材料市场的几家主要参与者。

Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

This text is related
to segments covered.

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
Country Scope

This text is related
to country scope.

The List of Companies - Southeast Asia Redistribution Layer Material Market

  1. Advanced Semiconductor Engineering, Inc
  2. Amkor Technology
  3. Fujifilm Corporation
  4. DuPont
  5. Infineon Technologies AG
  6. NXP Semiconductors
  7. Samsung Electronics Co., Ltd
  8. Shin-Etsu Chemical Co., Ltd
  9. SK Hynix Inc
  10. Jiangsu Changjiang Electronics Technology Co., Ltd

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.

Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.

  1. Primary Research:

The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.

For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.

A typical research interview fulfils the following functions:

  • Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
  • Validates and strengthens in-house secondary research findings
  • Develops the analysis team’s expertise and market understanding

Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:

  • Industry participants: VPs, business development managers, market intelligence managers and national sales managers
  • Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.

Below is the breakup of our primary respondents by company, designation, and region:

Research Methodology

Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.

  1. Data Analysis:

Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.

  • Macro-Economic Factor Analysis:

We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.

  • Country Level Data:

Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.

  • Company Profile:

The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.

  • Developing Base Number:

Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.

  1. Data Triangulation and Final Review:

The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.

We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.

We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.

Your data will never be shared with third parties, however, we may send you information from time to time about our products that may be of interest to you. By submitting your details, you agree to be contacted by us. You may contact us at any time to opt-out.

Related Reports