2017高科技設備產業回顧與展望

High Tech Equipment Industry Review and Outlook 2017

葉錦清

《機械工業雜誌》 418期 (2018/01) Pp. 40-46

摘要

2017 年由於快閃記憶體(NAND flash)與動態隨機記憶體(dynamic random access memory, DRAM)缺貨，帶動半導體營收提昇。而半導體設備則是受到半導體成長的影響，估計2017 全球半導體設備產值將達696 億美元，相較於2016 年成長29.2%。這波成長趨勢將持續到2018 年，但成長趨勢會趨緩，估計2018 年半導體設備產值將成長4.4%。在2016 年下半年開始，韓國廠商傾全力資源投入主動矩陣有機發光二極體(active matrix organic light emitting diode, AMOLED)顯示器生產研發，中國大陸廠商亦大規模投注資金。蘋果公司智慧型手機之規劃導入採用主動矩陣有機發光二極體，也帶動相關製造設備的成長。UBI Research 原本估計2017~2021 年之間，有機發光二極製造設備市場預估為439 億美元，因為廠商的大舉投入，而將預測調高為849 億美元。

關鍵字

原子層級沉積 ； 整合扇出晶圓級封裝 ； 主動矩陣有機發光二極體

並列摘要

In 2017, due to the shortage of NAND flash and DRAM (dynamic random access memory), the semiconductor revenue will be boosted. Semiconductor equipment sales were affected by the growth of semiconductors. Estimated global semiconductor equipment output in 2017 will reach 69.6 billion U.S. dollars, up 29.2% compared with 2016. This trend of growth will continue through 2018 with a slowdown growth rate, it is estimated that in 2018 semiconductor equipment revenue will grow 4.4%. In the second half of 2016, Korean manufacturers invested in the research and development of AMOLED (active matrix organic light emitting diode) display. China panel makers also made large-scale investments in it. Coupled with the introduction of AMOLED with Apple's smart phones, the growth of related manufacturing equipment has been stimulated. UBI Research estimated that between 2017 and 2021, the market for OLED manufacturing equipment will reach US$89.4 billion, a sharp increase from its earlier estimate of US$43.9 billion as manufacturers invested heavily on it.

並列關鍵字

Atomic Level Deposition (ALD) ； Integrated Fan-out Wafer Level Package(InFO WLP) ； Active Matrix Organic Light Emitting Diode (AMOLED)