Silicon Equipment Components Market Report 2023-2024 (Critical Materials Report)

Description

This Critical Materials Report' primarily focuses on the markets of silicon parts used in semiconductor process equipment, including silicon base materials and silicon equipment components for wafer process tools used for semiconductor device manufacturing. These parts are considered consumables, given that they are eventually require replacing after repeated use. Details on the supply-chain from high purity poly-silicon, base material manufacturers, and silicon fabricators are provided.

This report comes with 1 Bi-Yearly Update featuring updated market information and forecasting from the report analyst.

1. SCOPE, PURPOSE, METHODOLOGY

1.1. SUPPLY CHAIN & VALUE CHAIN OF SILICON PARTS
1.2. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

2. EXECUTIVE SUMMARY

2.1. OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY
2.2. OVERVIEW OF THE 2022 SILICON PARTS MARKET
2.3. OVERVIEW OF POLYSILICON & SILICON INGOTS
2.4. TOP CONCERNS ABOUT SUPPLY AVAILABILITY
2.5. SILICON PARTS MARKET ASSESSMENT

3. SEMICONDUCTOR INDUSTRY MARKET OUTLOOK

3.1. SEMICONDUCTOR MATERIALS OVERVIEW
3.2. WORLDWIDE ECONOMY
- 3.2.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
- 3.2.2. SEMICONDUCTOR SALES GROWTH
- 3.2.3. TAIWAN MONTHLY SALES TRENDS
3.3. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
3.4. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
- 3.4.1. SMARTPHONES
- 3.4.2. PC UNIT SHIPMENTS
- 3.4.3. ELECTRIC VEHICLE (EV) MARKET TRENDS
- 3.4.4. SERVERS / IT MARKET
3.5. MATERIALS-WAFER STARTS FORECAST THROUGH 2027
- 3.5.1. TECHCET'S MATERIAL FORECAST

4. SILICON PARTS MARKET LANDSCAPE & TRENDS

4.1. SI PARTS MARKET SIZE & FORECAST
4.2. SILICON-FAB MATERIAL INTRODUCTION & MARKET TREND
4.3. SILICON PARTS BY APPLICATION
4.4. NON-SEMICONDUCTORAPPLICATIONS SHARING SI PARTS SUPPLY-CHAIN
4.5. TECHNOLOGY TRENDS-SILICON PARTS VS. CVD SILICON CARBIDE
4.6. SUB-TIER /SILICON INGOT COSTS TRENDS
4.7. SILICON FABRICATOR MARKET SHARE BY SUPPLIER
4.8. REGIONAL TRENDS-TRADE & GEOPOLITICS
4.10. REGIONAL TRENDS-PARTS SUPPLIER MARKET DYNAMICS

5. CHIPS FABS GROWTH & CAPITAL EQUIPMENT SPENDING

5.1. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
- 5.1.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
- 5.1.2. WW FAB EXPANSION DRIVING GROWTH
- 5.1.3. FAB EQUIPMENT SPENDING 2019 ~ 2023
5.2. EQUIPMENT SPENDING TRENDS
5.3. TECHNOLOGY ROADMAPS
5.4. FAB INVESTMENT ASSESSMENT
5.5. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?

6. OEM EQUIPMENT MARKET TRENDS

6.1. OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE
6.2. FABRICATION-SILICON PARTS FABRICATORS BY REGION
6.3. TOP 3 OEMS-LAM RESEARCH, TEL, AMAT
6.4. OEM ACTIVITIES-LAM RESEARCH AND AMAT
6.5. OEM ACTIVITY-LAM RESEARCH
- 6.5.1. OEM ACTIVITY-LAM RESEARCH
6.6. TOP 3 OEMS-TEL
6.7. OEM ACTIVITIES-AMEC
6.8. OEM ACTIVITIES-HITACHI HIGH-TECH
6.9. OEM INFLUENCE & CONTROL
6.10. POLICY & TRADE TRENDS AND IMPACT

7. SUPPLIERS OF INTEREST

7.1. SILICON PARTS PRODUCTION PERFORMANCE,
7.2. SUPPLIERS ACTIVITY-M&A ACTIVITY
7.3. SUPPLIERS ACTIVITY-NEW PLANTS/NEW INVESTMENTS
7.4. GLOBAL TRENDS-SIFUSION FROM CHINA (FERROTEC)
7.5. GLOBAL TRENDS-SPOTLIGHT ON GRITEK
7.6. GLOBAL TRENDS-SPOTLIGHT ON MITSUBISHI MATERIALS
7.7. NEW SUPPLIER ENTERING THE MARKET: LATTICE MATERIALS
7.8. NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC
7.9. NEW SUPPLIER ENTERING THE MARKET: API

8. SUB-TIER SUPPLY: SILICON INGOT GROWERS

8.1. BASE MATERIAL-SILICON INGOT MANUFACTURERS/SUPPLIERS
- 8.1.1. SINO AMERICAN SILICON-SAS
- 8.1.2. THINKON SEMI
8.2. CHINA SILICON INGOT MANUFACTURER-THINKON SEMI UPDATE

9. POLYSILICON

9.1. RAW MATERIAL SOURCE AND STATUS-POLYSILICON
9.2. RAW MATERIAL SOURCE AND STATUS-POLYSILICON DEMAND
9.3. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
9.4. POLYSILICON-RAW MATERIAL HISTORICAL PRICES 2023
9.5. RAW MATERIAL SOURCE AND STATUS-POLYSILICON, ASSESSMENT
9.6. BASE MATERIAL-SILICON SUPPLIERS USING POLYSILICON

10. SUB-TIER MATERIAL SUPPLY CHAIN

10.1. SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS
10.3. OTHER INDUSTRIAL USES
10.4. SILICON PARTS PRODUCTION LOCATION-ANALYSIS

11. TECHCET ANALYST ASSESSMENT

11.1. TECHCET ANALYST ASSESSMENT
11.4. MATERIALS MARKET LANDSCAPE TRENDS

12. SUPPLIER PROFILES

Addison Engineering
Alliance Precision/API
Applied Ceramics
BCnC Co., Ltd.
Bullen Ultrasonics
...and 20+ more

FIGURES

FIGURE 1: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE 2: SILICON INGOT
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 5: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
FIGURE 6: 2023 SEMICONDUCTOR REVENUE OUTLOOK
FIGURE 7: 2022 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 9: WORLDWIDE PC AND TABLET FORECAST
FIGURE 10: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 11: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
FIGURE 12: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
FIGURE 13: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 14: SILICON PARTS FROM SILFEX
FIGURE 15: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE 16: 2021 SILICON PARTS BY WAFER SIZE
FIGURE 17: 2022 SILICON PARTS BY WAFER SIZE
FIGURE 18: 2023 AR/VR SHIPMENT (1,000 UNITS)
FIGURE 19: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
FIGURE 20: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 21: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
FIGURE 22: CHIP EXPANSIONS 2022-2027 US $473.6B
FIGURE 23: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 24: FAB EQUIPMENT SPENDING
FIGURE 25: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
FIGURE 26: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
FIGURE 27: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING
FIGURE 28: EUROPE CHIP EXPANSION UPSIDE
FIGURE 29: 2022 ETCH EQUIPMENT MARKET SHARE
FIGURE 30: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 31: 2022 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD)
FIGURE 32: LAM RESEARCH FACILITIES
FIGURE 33: SK ENPULSE'S PLANTS IN KOREA
FIGURE 34: SIFUSION FERROTEC LOCATION IN CHINA
FIGURE 35: SIFUSION HANGZHOU FACTORY
FIGURE 36: GRITEK MANUFACTURING LOCATION INSIDE
FIGURE 37: MITSUBISHI MATERIALS SANDA PLANT
FIGURE 38: SYC HEADQUARTER IN SHANGHAI
FIGURE 39: OPERATION CEREMONY OF API IN 2019
FIGURE 40: SAS
FIGURE 41: THINKONSEMI HQ IN JINZHOU, CHINA
FIGURE 42: THINKONSEMI 550MM SILICON WAFER (2020)
FIGURE 43: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
FIGURE 44: 2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
FIGURE 45: 2014-2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
FIGURE 46: YOY POLYSILICON (KG) CONSUMPTION ESTIMATES
FIGURE 47: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS
FIGURE 48: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022 (EU, TWD, RMB, KRW, JPY)

TABLES

TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 2: IMF ECONOMIC OUTLOOK*
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
TABLE 4: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
TABLE 5: 2022 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION
TABLE 6: TEL REVENUES BY END USER
TABLE 7: LEADING SILICON PARTS FABRICATION REVENUES
TABLE 8: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON PARTS FABRICATION
TABLE 9: SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
TABLE 10: SILICON MATERIAL AND PARTS FABRICATOR LISTING