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
PVDCVDALD
CVD64%
GartnerPVD85%CVD30%21%19%ALDASMI31%29%
LEDMOCVDCVD
CVDPVD28nm14nmALD
CVD641282003D NAND
CVD14nm14nmALD28nm28nm
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
CMP28nm14nmCMP
8
(AMAT)70%(Axcelis)20%
12 12
90-65nm45-28nm1245-22nm
9
90%
74%90nm-5nm1y2xDRAM321283D
Mattson##
#4#
10
Map
SoCRFSoC
84%8%5%
SoCRFRF8%4%
SoC10%SoC
11
FT
202221%16%12%8%2%20185Xcerra
12
Pad
80%
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