全球硅工业市场前景及投资研究报告-外文版培训课件台积电

INDUSTRIES

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MARKETSSiliconindustryworldwideCHAPTER

01OverviewProductionofsiliconworldwidefrom2010to2023(in1,000metrictons)Siliconproductionworldwide2010-202310,0009,1509,0008,8009,0008,0007,0006,0005,0004,0003,0002,0001,00008,4108,1108,1207,7707,7007,6307,3707,4007,2907,2006,58020102011201220132014201520162017201820192020202120222023*3Description:Globalsiliconproductionamountedtoanestimatedtotalofninemillionmetrictonsin2023.Thisfiguremarksaincreasefrom2021whichsawthepeakofglobalsiliconproductionintheperiodofconsideration.ReadmoreNote(s):Worldwide;2010to2023;*Estimate.Productionquantitiesarecombinedtotalsofestimatedsiliconcontentforferrosiliconandsiliconmetal,asapplicable,exceptasnoted.

Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):USGeologicalSurveyProductionvolumeofsiliconmetalsworldwidein2022,bytype(in1,000metrictons)Globalsiliconmetalsproductionvolume2022,bytype9,0008,0007,0006,0005,0008,0624,3104,0003,0002,0001,0000978SiliconFerrosiliconPolysilicon4Description:Thetotalglobalproductionofsiliconamountedtosome4.31millionmetrictonsin2022.Ferrosilicon,whichisanalloyofironandsilicon,hadaglobalproductionvolumeofovereightmillionmetrictonsatthattime.Polysilicon,whichisahighlypureandpolycrystallineformofsilicon,witnessedthesmallestproductionvolumeamongthetypesofsiliconthatyear,atlessthanonemillionmetrictons.ReadmoreNote(s):Worldwide;2022Source(s):BGRSiliconwafermarketrevenueworldwidefrom2010to2023(inbillionU.S.dollars)Siliconwafermarketrevenueworldwide2010-202316141213.812.612.311.411.211.29.99.71088.78.77.67.57.27.26420201020112012201320142015201620172018201920202021202220235Description:In2023,thetotalrevenuefromsiliconwafersworldwideamountedtosome12.3billionU.S.dollars.Siliconwafersareakeybuildingmaterialforsemiconductors.Accordingly,siliconwafersareanimportantcomponentofallelectronics.

ReadmoreNote(s):Worldwide;2010to2023Source(s):SemiconductorEquipmentandMaterialsInternationalSiliconwaferareashipmentsworldwidefrom2010to2023(inmillionsquareinches)Siliconwaferareashipmentsworldwide2010-202316,00014,00012,00014,71314,16512,73212,60212,40711,81011,81010,73810,43410,09810,0008,0006,0004,0002,00009,3709,0439,0319,067201020112012201320142015201620172018201920202021202220236Description:In2023,thesiliconwaferareashipmentsworldwideamountedto12.6billionsquareinches,afallfromthe14.7billionsquareinchesinthepreviousyear.Siliconwafersareakeybuildingmaterialforsemiconductors.Accordingly,siliconwafersareanimportantcomponentofallelectronics.ReadmoreNote(s):Worldwide;2010to2023Source(s):SemiconductorEquipmentandMaterialsInternational(SiliconManufacturersGroup[SMG])Consumptionofrefinedsiliconandpolysiliconworldwidein2022(inmetrictons)Globalsiliconandpolysiliconconsumptionvolume20224,500,0004,000,0003,500,0003,000,0002,500,0002,000,0001,500,0001,000,000500,00003,813,000669,400SiliconPolysilicon7Description:Thetotalglobalconsumptionvolumeofrefinedsiliconmetalamountedto3.8millionmetrictonsin2022.Incomparison,refinedpolysiliconconsumptionworldwidethatyearamountedtolessthan700,000millionmetrictons.ReadmoreNote(s):2022;refinedconsumptionSource(s):BGRAveragesiliconpricesintheUnitedStatesfrom2018to2023,bytype(inU.S.centsperpound)SiliconpricesintheU.S.2018-2023,bytypeFerrosilicon,50%SiFerrosilicon,75%SiSiliconmetal400350300250200150100500201820192020202120222023*8Description:In2023,theaveragepriceofferrosiliconwith75%siliconcontentcameto150U.S.centsperpound,andsiliconmetalpricesaveraged190U.S.centsperpound.Siliconalloysandmetalsareimportantinvariousindustries.Ferrosiliconiscommonlyusedinferrousfoundriesandsteelindustries,whereassiliconmetalisoftenusedforaluminum,aluminumalloys,andthechemicalindustry.Siliconisalsooftenusedforsemiconductorsinsolarpanels,computerchips,andasapartofthe[...]

ReadmoreNote(s):UnitedStates;2018to2023;*EstimateSiliconmetalreferstometallurgical-gradesiliconmetal.PricesbasedonU.S.dealerimportprice.Thesourcedidnotprovidethepriceofferrosiliconwith50percentsiliconcontentfor2022and2023.[...]

ReadmoreSource(s):CRUGroup;S&PGlobalPlatts;USGeologicalSurveyCHAPTER

02ProductionLeadingsiliconproducingcountriesworldwidein2023(in1,000metrictons)Globalsiliconproduction2023,byleadingcountryProductioninthousandmetrictons3,000

4,00001,0002,0005,0006,0007,000ChinaRussia6,600620Brazil390340NorwayIcelandKazakhstanFrance130125110MalaysiaBhutanGermanyIndiaSpainAustralia80806060565010Description:Chinaistheworld’slargestsiliconproducer,withaproductionvolumeestimatedat6.6millionmetrictonsin2023.Thesecond-largestproducerofthismetalloidwasRussia,whichproduced620,000metrictonsinthesameyear.Thetotalglobalproductionofsiliconwasestimatedatninemillionmetrictonsin2023.ReadmoreNote(s):Worldwide;2023;AllfiguresarepreliminaryestimatesSource(s):USGeologicalSurveyDistributionofferrosiliconproductionworldwidein2022,bycountryGlobalferrosiliconproductionshare2022,bycountryRestofworld18.8%Norway3.8%Russia7.2%China70.2%11Description:Chinawasbyfartheleadingproducerofferrosiliconintheworldasof2022,accountingforover70percentoftheglobalproductionofthealloythatyear.InadistantsecondplacewasRussia,havingproducedaboutsevenpercentoftheworld'sferrosiliconoutputthatyear.ReadmoreNote(s):Worldwide;2022Source(s):BGRProductionvolumeofsiliconinChinafrom2010to2023(in1,000metrictons)SiliconproductioninChina2010-20238,0007,0006,6706,6006,4006,0004,9205,7005,6005,5005,2005,0505,0005,0004,7804,8005,0004,0003,0002,0001,00004,00020102011201220132014201520162017201820192020202120222023*12Description:Chinaisbyfartheworld’slargestsiliconproducer,withaproductionvolumeestimatedat6.6millionmetrictonsin2023.ReadmoreNote(s):China;2010to2023;*Estimated.

Productionquantitiesarecombinedtotalsofestimatedsiliconcontentforferrosiliconandsiliconmetal,asapplicable,exceptasnoted.

Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):USGeologicalSurveyProductionvolumeofsiliconinRussiafrom2010to2023(in1,000metrictons)SiliconproductioninRussia2010-2023800747750733733700700600500400300200100067064364764464062061060057620102011201220132014201520162017201820192020202120222023*13Description:Russiaisthesecond-largestproducerofsiliconintheworld,withitsproductionestimatedat620thousandmetrictonsin2023.Thetotalꢀglobalsiliconproductionin2023amountedtoanestimated9millionmetrictons.ReadmoreNote(s):Russia;2010to2023;*Estimate.Productionquantitiesarecombinedtotalsofestimatedsiliconcontentforferrosiliconandsiliconmetal,asapplicable,exceptasnoted.Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):USGeologicalSurveyProductionofsiliconinBrazilfrom2010to2023(in1,000metrictons)SiliconproductioninBrazil2010-20234504043893913904003503002502001501005034023022422522522017015411711002010201120122013201420152016201720182019202020212022*2023*14Description:Brazilwastheworld'ssecond-largestsiliconproducerin2023,withproductionvolumesamountingtoanestimated390,000metrictons.Duringtheperiodinconsideration,Brazil'ssiliconproductionreachedarecordhighofmorethan400,000metrictonsin2020.ReadmoreNote(s):Brazil;2010to2023;*EstimatesProductionquantitiesarecombinedtotalsofestimatedsiliconcontentforferrosiliconandsiliconmetal.

Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):USGeologicalSurveyVolumeofsiliconproducedinNorwayfrom2010to2023(in1,000metrictons)SiliconproductioninNorway2010-20234003803753753753703623623453393393403503002502001501005033230329702010201120122013201420152016201720182019202020212022*2023*15Description:In2023,Norwayproducedanestimated340,000metrictonsofsilicon.TheannualsiliconproductionintheNordiccountryhasconsistentlystayedabove300,000metrictonsoverthelastdecade.Norwayisthefourth-largestsiliconproducerworldwide,onlybehindChina,RussiaandBrazil.ReadmoreNote(s):Norway;2010to2023;*EstimatesProductionquantitiesarecombinedtotalsofestimatedsiliconcontentforferrosiliconandsiliconmetal,asapplicable,exceptasnoted.

Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):USGeologicalSurveyCHAPTER

03TradeImportsofsiliconmetalsworldwidein2022,bytype(inmetrictons)Globalsiliconmetalsimportvolumein2022,bytypeImportsinmetrictons050,000100,000150,000200,000250,000300,000SiliconFerrosiliconPolysilicon256,673211,9855,09817Description:In2022,globalsiliconimportsamountedtoatotalofnearly257,000metrictons.Incomparison,thetotalworldwideimportsofpolysiliconamountedto5,098metrictons.ReadmoreNote(s):Worldwide;2022Source(s):BGRExportsofsiliconmetalsworldwidein2022,bytype(inmetrictons)Globalsiliconmetalsexportvolumein2022,bytypeExportsinmetrictons010,00020,00030,00040,00050,00060,00070,00080,00090,000SiliconFerrosiliconPolysilicon18,70677,66467,72218Description:In2022,globalsiliconexportsamountedtoatotalofnearly18,706metrictons.Incomparison,thetotalworldwideimportsofpolysiliconamountedto67,722metrictons.ReadmoreNote(s):Worldwide;2022Source(s):BGRCHAPTER

04PolysiliconMarketvalueofpolysiliconworldwidein2023and2024,withaforecastfor2029(inmillionU.S.dollars)Polysiliconmarketvalueworldwide2023-20293025201526.9414.4912.8105020232024*2029**20Description:Asof2024,theglobalpolysiliconmarketwasestimatedtohaveavalueofnearly14.5billionU.S.dollars.Itisforecastthatin2029,thisvaluewillgrowtonearly27billionU.S.dollars.ReadmoreNote(s):Worldwide;2023and2024;*Estimatedasofmid-2024.**ForecastbasedonaCAGRof13.21percentovertheforecastperiod2024-2029.Thisstatistichasbeenassembledusingseveraleditionsofthepressreleasefromthesource.

ReadmoreSource(s):MordorIntelligenceDistributionofpolysiliconproductionworldwidein2022,bycountryDistributionofpolysiliconproductionworldwide2022,bycountryRestofworld4.1%UnitedStates6.1%Germany6.9%China82.9%21Description:In2022,Chinaproducedan83percentshareoftheworld'spolysilicon,makingitbyfartheworld'slargestproducerofthehighpurityformofsilicon.Germany'spolysiliconproductioncameinadistantsecondplaceatthattime,havingaccountedfornearlysevenpercentoftheworld'spolysilicon.Polysiliconisusedinthemanufacturingofsolarphotovoltaicsandelectronics.ReadmoreNote(s):Worldwide;2022Source(s):BGRForecastcompoundannualgrowthrateofpolysiliconworldwidebetween2022and2027,byend-userindustryForecastglobalpolysiliconmarketCAGR2022-2027,byindustry16%13.73%14%12%10%8%7.46%6%4%2%0%SolarPVElectronics(semiconductors)22Description:Thecompoundannualgrowthrate(CAGR)ofthemarketvalueofpolysiliconusedtoproducesolarphotovoltaicsisforecasttoamountto13.73percentfrom2022to2027.Duringthesameperiodoftime,theCAGRofthemarketvalueofpolysiliconusedtoproducesemiconductorsisexpectedtoamountto7.46percent.ReadmoreNote(s):Worldwide;2022Source(s):MordorIntelligenceShareofsolarpolysiliconmanufacturingcapacityworldwidein2021,bycountryorregionDistributionofsolarpolysiliconmanufacturingcapacity2021,bycountryorregionShareofmanufacturingcapacity30%

40%

50%0%10%8%20%60%70%80%79.4%90%ChinaEuropeAsia-PacificNorthAmerica6%5.6%India

0.2%Restoftheworld1%23Description:In2021,Chinaaccountedforthelargestshareofthesolarpolysiliconmanufacturingcapacityworldwide,ataround79.4percent.ThiswasfollowedbyEuropeandtheAsia-Pacificregion,butbyawidemargin,eachrepresentingeightandsixpercentoftheglobalmanufacturingcapacity,respectively.ReadmoreNote(s):Worldwide;2021Source(s):IEA;VisualCapitalistCHAPTER

05CompaniesLeadingpolysiliconproducingcompaniesinChinainH12023,basedonproductioncapacity(inmetrictons)LeadingpolysiliconcompaniesinChinaH12023,basedonproductioncapacity350,000300,000300,000300,000250,000200,000150,000100,00050,0000240,000205,000Tongwei*XinteEnergyGCLDaqo25Description:Inthefirsthalfof2023(H12023),Tongwei'sproductioncapacityforpolysiliconexceeded300,000metrictons,makingittheleadingpolysiliconproducerinChinaatthattimebasedonproductioncapacity.XinteEnergy'spolysiliconproductioncapacityasofH12023amountedto300,000metrictons,makingitthesecond-leadingpolysiliconmanufacturingcompanyinChinabasedoncapacity.ReadmoreNote(s):Asia,China;H12023;*Morethan300,000metrictons.ReadmoreSource(s):PVTimeLeadingpolysiliconproducingcompaniesinChinainH12023,basedonproductionvolume(inmetrictons)LeadingpolysiliconcompaniesinChinaH12023,basedonproductionvolume120,000111,100100,00080,00060,00040,00020,000079,20076,100GCLDaqoXinteEnergy26Description:Inthefirsthalfof2023(H12023),GCL'sproductionofpolysiliconamountedto111,100metrictons,makingittheleadingpolysiliconproducerinChinaatthattime.Daqo'spolysiliconproductioninH12023amountedto79,200metrictons,makingitthesecond-leadingpolysiliconmanufacturingcompanyinChinabasedonproductionvolume.ReadmoreNote(s):Asia,China;H12023Source(s):PVTimeNetsalesofchemicalcompanyShin-Etsu2005to2023(inbillionU.S.dollars)Shin-Etsu:netsales2005-202325201520.961714.414.213.913.613.512.812.712.311.311.411.211.110.910.59.99.610590200520062007200820092010201120122013201420152016201720182019202020212022202327Description:Shin-Etsuexperiencedasubstantialgrowthinnetsalesovertheperiodfrom2005to2023,withanincreasefromapproximatelyninebillionU.S.dollarsin2005toapproximately20.96billionU.S.dollars.ReadmoreNote(s):Worldwide;2005to2023Source(s):Shin-EtsuChemicalRevenueofFerroglobePLCfrom2011to2022(inmillionU.S.dollars)RevenueofFerroglobe2011-20223,0002,597.922,5002,2422,0001,772.41,778.91,741.71,615.21,5761,463.91,446.31,412.21,5001,00050001,316.61,144.42011*2012*2013*2014*2015**201620172018201920202021202228Description:In2022,Ferroglobe'srevenueamountedtosome2.6billionU.S.dollars.ReadmoreNote(s):UnitedStates;2011to2022;*FinancialdataforthePredecessor,FerroAtlántica.**FinancialdataforFerroglobeisderivedfromthefinancialpositionandresultsof:(a)FerroglobePLCfortheperiodbeginningFebruary5,2015(inceptionof[...]

ReadmoreSource(s):FerroglobeSalesofFerroglobePLCfrom2020to2022,byproduct(in1,000U.S.dollars)SalesofFerroglobe2020-2022,byproducttype2020202120221,2001,0008006004002000SiliconmetalFerrosiliconManganese-basedalloys

Othersilicon-basedalloysSilicafumeOther29Description:In2022,Ferroglobesoldover1.11billionU.S.dollarsworthofsiliconmetal.Ferrosiliconwasthesecond-rankedproductsoldbyFerroglobethatyearbasedonvalue,withsalesamountingtoabouthalfasmuchassiliconmetal.

ReadmoreNote(s):UnitedStates;2020to2022Source(s):FerroglobeCHAPTER

06SemiconductorsSemiconductormarketrevenueworldwidefrom1987to2024