Panorama of semiconductor equipment: domestic substitution acceleration, 12 major equipment leaders

2022102023##7//80% | 6-8350PVD//125%3DSEMI55%2025155Gartner46.71%26

2022102023

##

7//

80%

|

6-8350

PVD//

1

25%

3D

SEMI55%2025155

Gartner46.71%26.57%16.96%

3.45%2.53%

1.37%1.23%0.89%0.19%0.10%

2

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CVD64%

GartnerPVD85%CVD30%21%19%ALDASMI31%29%

LEDMOCVDCVD

CVDPVD28nm14nmALD

CVD641282003D NAND

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2

2022ASML161202113123%Canon20Nikon15CanonNikon202220090%

ASMLDUVTWINSCAN NXT:2000iNXT:2000i##

600

4

/

TEL87%

2018

5

90%

DNS40%TELSEMES

DNSTEL10%5%

31%

##

6/

11.50%##

7CMP

/CMP

CMP

CMPCMP

TSVFan Out2.5D interposer3D ICCMP

CMP

CMP70%25%

45CMPCMP

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8

(AMAT)70%(Axcelis)20%

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Gartner

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MJC

10

Map

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84%8%5%

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SoC10%SoC

11

FT

202221%16%12%8%2%20185Xcerra

12

Pad

80%


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