IC Makers maximise 300mm, 200mm wafer capacity
A total of 25 new 300mm wafer fabs is expected between 2016 and 2021 as the outlook for 450mm wafers fades, writes market researcher IC Insights.
With the prospects of large 450mm wafers going nowhere, IC manufacturers are increasing efforts to maximise fabrication plants using 300mm and 200mm diameter silicon substrates. The number of 300mm wafer production-class fabs in operation worldwide is expected to increase each year between now and 2021 to reach 123 compared to 98 in 2016, according to the forecast in IC Insights’ Global Wafer Capacity 2017-2021 report.
300mm wafers represented 63.6 percent of worldwide IC fab capacity at the end of 2016 and are projected to reach 71.2 percent by the end of 2021, which translates into a compound annual growth rate (CAGR) of 8.1 percent in terms of silicon area for processing by plant equipment in the five-year period.
The IC Insights report’s count of 98 production-class 300mm fabs in use worldwide at the end of 2016 excludes numerous R&D front-end lines and a few high-volume 300mm plants that make non-IC semiconductors (such as power transistors). Currently, there are eight 300mm wafer fabs that have opened or are scheduled to open in 2017, which is the highest number in one year since 2014 when seven were added. Another nine are scheduled to open in 2018. Virtually all these new fabs will be for DRAM, flash memory, or foundry capacity.
Even though 300mm wafers are now the majority wafer size in use, both in terms of total surface area and in actual quantity of wafers, there is still much life remaining in 200mm fabs, the capacity report concludes. IC production capacity on 200mm wafers is expected to increase every year through 2021, growing at a CAGR of 1.1 percent in terms of total available silicon area. However, the share of the IC industry’s monthly wafer capacity represented by 200mm wafers is forecast to drop from 28.4 percent in 2016 to 22.8 percent in 2021.
IC Insights believes there is still much life left in 200mm fabs because not all semiconductor devices are able to take advantage of the cost savings 300mm wafers can provide. Fabs running 200mm wafers will continue to be profitable for many more years for the fabrication of numerous types of ICs, such as specialty memories, display drivers, microcontrollers, and RF and analog products. In addition, 200mm fabs are also used for manufacturing MEMS-based ‘non-IC’ products such as accelerometers, pressure sensors, and actuators, including acoustic-wave RF filtering devices and micro-mirror chips for digital projectors and displays, as well as power discrete semiconductors and some high-brightness LEDs.
Stephen Howe (SDI CEO) comment :
In the used semiconductor instruments sector, it’s interesting to note we have reached the same status as in the year 2000.
That is to say shortages of many key items of fab equipment. This is leading to sharp price increases for popular equipment models.
The major difference between now and the year 2000 is that in these times, there are roughly 1000 used equipment dealers worldwide, whereas in the year 2000, there were only 50-100 brokers worldwide.
SDI Fabsurplus Group