세계 반도체 자동 테스트 장치의 성장 기회

Increasing Application Content Driven by Digitization, Electrification, AI, and Sustainability to Catalyze Demand for ATE in Both Leading edge and Mature Process Nodes

Most production organizations once viewed test systems as non-productive assets. If not for the need for quality, verification, and validation, test system manufacturers may not have been as successful as they are. The semiconductor ATE market emerged because of the increasing need for safe and reliable products that comply with regulations and standards. Test equipment is emerging as a critical data source to pinpoint failures and enable swift corrective/predictive actions from design to manufacturing.

In today's world, semiconductor test systems are no longer just for quality assurance. With the right investments, test solutions can become a strategic asset that helps reduce costs and time-to-market at various stages of the semiconductor value chain. This is primarily due to the impact of mega trends such as electrification, digitization, sustainability, and the emergence of AI, which increases dependence on semiconductors and the performance expectation of ICs. Yet semiconductor design engineers are challenged to pack more performance with low power in a small area. Therefore, the shrinkage of transistor size continues to progress beyond the sub-5nm nodes, with companies including Intel, Samsung, TSMC, and imec announcing their technology roadmap for the next 10 years. As the fundamental demand for semiconductor ATE becomes stronger, ATE OEMs must remain on top of technology advancements and unit volume demand to position new products and deliver the equipment on time.

This report will identify the performance of the semiconductor ATE market during the base year (2022), compare it to historical performance, understand the dynamics, and evaluate its future potential during the next 5 years. The analysis covers the semiconductor ATE market using the following segments: product type, end-user vertical, region, and application.

Key Issues Addressed:

• How will the ATE market perform during the next 5 years?
• How will the competitive landscape change?
• How will AI impact the semiconductor ATE market?
• How will the dynamics of the end-user industries change? How should ATE companies prepare?
• How will the changing geopolitical landscape impact regional demand?
• What are the top growth opportunities in this space?

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Semiconductor Automated Test Equipment (ATE) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Market Segments
• Segment Definitions-Product
• Segment Definitions-Region
• Segment Definitions-End-use Vertical
• Segment Definitions-Application
• Key Competitors (Based on Headquarters)
• Silicon-to-chip Process Flow and Test Scope
• Semiconductor Industry Value Chain
• Semiconductor Test Systems-An Evolution from Strategic Necessity to Value-added Systems, Not Cost Centers
• Semiconductor ATE Value Chain

Growth Opportunity Analysis

• Growth Metrics
• Distribution Channels
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Historical Growth Performance Analysis
• Historical Test Equipment Capital Expenditure (CAPEX) Analysis and Relation to Growth
• Forecast Assumptions
• Revenue and Unit Shipment Forecast
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by End User
• Revenue Forecast by Region
• Revenue Forecast by Application
• Revenue Forecast Analysis
• Notable ATMP Investments
• Regional Analysis-Competitive Landscape
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Revenue Share Analysis-Key Companies
• M&A Analysis
• Notable Historic M&As That Shaped Today's Competitive Landscape (Acquisitions from 2010 to Present)
• Notable Historic M&As That Shaped Today's Competitive Landscape (Acquisitions from 2011 to 2021)
• Key Companies and Product Highlights
• New Product Launches
• Pricing and Pricing Models
• Product Analysis by Product Type and Region HQ
• Key Companies and Product Presence

Top Mega Trends Impacting Semiconductor ATE Market

• Top 4 Megatrends Driving the Future of Semiconductor ATE Market
• Digital Industrial Acceleration-Trends in Semiconductor Devices
• Sustainability-Trends in Semiconductor Devices
• Electrification-Trends in Semiconductor Devices
• Edge AI-Trends in Semiconductor Devices

Growth Opportunity Analysis-Key Challenges and Product Trends

• Key Challenges
• Testing Trends to Overcome Test Time and Cost Reduction Innovations
• SLT-Emerging and Evolving Testing (beyond Wafer and Package Testing) to Ensure the Reliability of ICs

Growth Opportunity Analysis-Emerging Testing Trends

• OTA Validation of Antenna-in-Package (AiP)
• Far-field OTA Set-up on ATE for AiP Testing
• Near-field OTA Se-tup on ATE for AiP Testing
• RF Characterization Test
• RF Characterization (of AiP) by OTA

Growth Opportunity Analysis-Non-memory Testers

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by End User
• Revenue Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-Memory Testers

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by End User
• Revenue Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-Discrete Testers

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by End User
• Revenue Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-Others

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by End User
• Revenue Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-Impact of AI/Data Analytics on Semiconductor ATE Market

• The Role of AI and ML in Semiconductor ATE
• AI Ecosystem in the Semiconductor ATE Landscape
• Status Quo and the Future of AI/ML in the Semiconductor ATE Market
• List of AI Initiatives in the Semiconductor ATE Landscape
• Case Study #1-Leveraging AI to Reduce the Cleaning Frequency of Probe Cards to Reduce Cost and Increase Tool Availability
• Case Study #2-AI for Faster Root-cause Identification of Yield Loss

Growth Opportunity Universe

• Growth Opportunity 1: Validation and Verification
• Growth Opportunity 2: Generative AI
• Growth Opportunity 3: Digital Transformation
• Growth Opportunity 4: M&As
• Growth Opportunity 5: Industry 4.0

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer