Electronic Gases including Ne & Xe Market Report 2024-2025 (Critical Materials Report)

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

• 1.1 ELECTRONIC GASES BUSINESS - MARKET OVERVIEW
• 1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
• 1.3 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT
• 1.4 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT-HIGHLIGHT KEY MATERIALS
• 1.5 ELECTRONIC GASES SEGMENT TRENDS
• 1.6 TECHNOLOGY TRENDS
• 1.7 COMPETITIVE LANDSCAPE - ELECTRONIC GASES
  • 1.7.1 COMPETITIVE LANDSCAPE - INDUSTRIAL GASES
• 1.8 CURRENT QUARTER TOP-5 GLOBAL ELECTRONIC GASES SUPPLIERS' ACTIVITIES & REPORTED REVENUES
• 1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
• 1.10 ANALYST ASSESSMENT OF ELECTRONIC GASES

2 SCOPE, PURPOSE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 METHODOLOGY
• 2.3 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

• 3.1 WORLDWIDE ECONOMY AND OUTLOOK
  • 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
  • 3.1.2 SEMICONDUCTOR SALES GROWTH
  • 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
• 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
  • 3.2.1 ELECTRONICS OUTLOOK
  • 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK
    • 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
    • 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
  • 3.2.3 SMARTPHONE OUTLOOK
  • 3.2.4 PC OUTLOOK
  • 3.2.5 SERVERS / IT MARKET
• 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
  • 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
  • 3.3.2 NEW FABS IN THE US
  • 3.3.3 WW FAB EXPANSION DRIVING GROWTH
  • 3.3.4 EQUIPMENT SPENDING TRENDS
  • 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS
    • 3.3.5.1 DRAM TECHNOLOGY ROADMAPS
    • 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS
  • 3.3.6 FAB INVESTMENT ASSESSMENT
• 3.4 POLICY & TRADE TRENDS AND IMPACT
• 3.5 SEMICONDUCTOR MATERIALS OVERVIEW
  • 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028
  • 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028

4 ELECTRONIC GASES MARKET TRENDS

• 4.1 ELECTRONIC GASES MARKET TRENDS - OUTLINE
  • 4.1.1 2023 ELECTRONIC GASES MARKET LEADING INTO 2024
  • 4.1.2 ELECTRONIC GASES MARKET OUTLOOK
  • 4.1.3 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT
  • 4.1.4 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT-HIGHLIGHT KEY MATERIALS
• 4.2 ELECTRONIC GASES SUPPLY CAPACITY AND DEMAND, OVERVIEW
  • 4.2.1 ELECTRONIC GASES SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  • 4.2.2 ELECTRONIC GASES PRODUCTION BY REGION
  • 4.2.3 ELECTRONIC GASES PRODUCTION CAPACITY EXPANSIONS
  • 4.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW
    • 4.2.4.1 REGIONAL ACTIVITY SPECIALTY GAS INVESTMENTS
  • 4.2.5 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
  • 4.2.6 RARE GASES - XE, KR, NE - SUPPLY VS. DEMAND BALANCE - OVERVIEW
    • 4.2.6.1 SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND, SELECT GASES
    • 4.2.6.2 SUPPLY VS. DEMAND BALANCE - NEON
    • 4.2.6.3 SUPPLY VS. DEMAND BALANCE - NEON (CONTINUED)
    • 4.2.6.4 SUPPLY VS. DEMAND BALANCE - XENON
    • 4.2.6.5 SUPPLY VS. DEMAND BALANCE - KRYPTON
  • 4.2.7 HELIUM SUPPLY V. DEMAND
    • 4.2.7.1 SUPPLY VS. DEMAND BALANCE - HELIUM
    • 4.2.7.2 SUPPLY VS. DEMAND BALANCE - REGIONAL HELIUM SUPPLY
    • 4.2.7.3 HELIUM SUPPLY RISK BY COUNTRY 2030
    • 4.2.7.4 KEY PLAYERS IN THE HELIUM SUPPLY CHAIN
  • 4.2.8 SUPPLY VS. DEMAND BALANCE - NF3, NITROGEN TRIFLUORIDE
    • 4.2.8.1 ELECTRONIC GASES MARKET OUTLOOK - NF3
  • 4.2.9 SUPPLY VS. DEMAND BALANCE - WF6, TUNGSTEN HEXAFLUORIDE
• 4.3 PRICING TRENDS
  • 4.3.1 PRICING TRENDS - NEON
  • 4.3.2 PRICING TRENDS - XENON
  • 4.3.3 PRICING TRENDS - KRYPTON
  • 4.3.4 HELIUM PRICE TREND & FORECAST
• 4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
  • 4.4.1 ELECTRONIC GASES GENERAL TECHNOLOGY OVERVIEW
  • 4.4.2 ELECTRONIC GASES TECHNOLOGY TRENDS
  • 4.4.3 SPECIALTY/EMERGING MATERIAL AND APPLICATIONS
  • 4.4.4 WF6 MARKET DEMAND, POTENTIAL DISPLACEMENT BY MOLYBDENUM
  • 4.4.5 ALE ETCH GAS LISTING
  • 4.4.6 SUMMARY OF TECHNICAL TRENDS AND OPPORTUNITIES
• 4.5 REGIONAL CONSIDERATIONS
• 4.6 EHS AND TRADE/LOGISTIC ISSUES
  • 4.6.1 RUSSIA INVASION OF UKRAINE
  • 4.6.2 YEMEN'S HOUTHI ATTACKS IN THE RED SEA AND GULF OF ADEN DISRUPT GLOBAL SHIPPING
  • 4.6.3 NEW MIDDLE EAST CONFLICT COULD DISRUPT GLOBAL TECH SUPPLY CHAIN AND INTEL'S EXPANSION PLANS
  • 4.6.4 PANAMA CANAL HISTORIC DROUGHT
  • 4.6.5 EHS ISSUES
  • 4.6.6 EHS ISSUES
  • 4.6.7 TRADE/LOGISTICS ISSUES
• 4.7 ANALYST ASSESSMENT OF ELECTRONIC GASES MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

• 5.1 ELECTRONIC GASES MARKET SHARE
  • 5.1.1 INDUSTRIAL GASES MARKET SHARE
• 5.2 CURRENT QUARTER TOP-5 GLOBAL ELECTRONIC GASES SUPPLIERS' ACTIVITIES & REPORTED REVENUES
  • 5.2.1 US SUPPLIER RANKING
• 5.3 LINDE PLC FULL YEAR 2023 AND Q4 - ROBUST EARNINGS GROWTH DESPITE SALES DECLINE, FORECASTS CONTINUED STRONG PERFORMANCE
  • 5.3.1 AIR LIQUIDE'S Q4 AND 2023 REVENUES WEIGHED BY DECLINING ENERGY PRICES, BUT SHOWING POSITIVE METRICS
  • 5.3.2 MERCK'S ELECTRONICS SECTOR FACES 4% ORGANIC SALES DECLINE IN Q3 2023, IMPACTED BY SEMICONDUCTOR SLOWDOWN AND MARKET PRESSURES
  • 5.3.3 TAIYO NIPPON SANSO REVENUES Q3 RESULTS
• 5.4 REGIONAL TRENDS- KOREA
  • 5.4.1 REGIONAL TRENDS- JAPAN
  • 5.4.2 REGIONAL TRENDS- CHINA
  • 5.4.3 REGIONAL TRENDS - RUSSIA
  • 5.4.4 REGIONAL TRENDS- USA
  • 5.4.5 REGIONAL TRENDS- EU
• 5.5 M&A ACTIVITY AND PARTNERSHIPS
  • 5.5.1 M&A ACTIVITY AND PARTNERSHIPS
• 5.6 PLANT CLOSURES / DIVESTITURES
• 5.7 NEW ENTRANTS
• 5.8 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
• 5.9 TECHCET ANALYST ASSESSMENT OF ELECTRONIC GAS SUPPLIERS

6 SUB-TIER SUPPLY CHAIN, ELECTRONIC GASES

• 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
  • 6.1.1 BULK GASES AND THEIR SOURCES
  • 6.1.2 FLUORSPAR SUPPLY
    • 6.1.2.1 FLUORSPAR WORLD RESERVES
    • 6.1.2.2 FLUORSPAR SUPPLY, DEMAND AND PRICING IMPACTS
  • 6.1.3 BROMINE SUPPLY
• 6.2 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
• 6.3 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

• Air Liquide
• Air Products
• Air Water
• Cryoin Engineering
• DuPont
• ...AND 20+ MORE

8 APPENDIX

• 8.1 GASES USED BY MULTIPLE INDUSTRIES
  • 8.1.1 SPECIALTY GAS INDUSTRY MATRIX
  • 8.1.2 GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING
  • 8.1.3 GASES USED IN THE DISPLAY INDUSTRY
• 8.2 SUPPLIER LISTING BY GAS TYPE
  • 8.2.1 HYDRIDES
  • 8.2.2 SILICON PRECURSORS (SILANES)
  • 8.2.3 ETCHANTS/CHAMBER CLEAN
  • 8.2.4 DEPOSITION/MISC
  • 8.2.5 BULK GASES
• 8.3 ETCH GAS ROADMAPS
  • 8.3.1 ETCH ROADMAPS 1 OF 3
  • 8.3.2 ETCH ROADMAPS 2 OF 3
  • 8.3.3 ETCH ROADMAPS 3 OF 3

LIST OF FIGURES

• FIGURE 1.1: ELECTRONIC GAS MARKET
• FIGURE 1.2: HELIUM DEMAND 2023 - 7.4 BCF
• FIGURE 1.3: TOTAL ELECTRONIC GAS MARKET SHARE 2023, US$6.01B
• FIGURE 1.4: TOTAL INDUSTRIAL GAS MARKET SHARE 2023, US$104B
• FIGURE 1.5: TOP-5 ELECTRONIC GASES MAKERS' QUARTERLY COMBINED SALES (LINDE, AL, AP, RESONAC, TNSC)
• FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
• FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES
• FIGURE 3.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)
• FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
• FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)
• FIGURE 3.5: ELECTRIFICATION TREND BY WORLD REGION
• FIGURE 3.6: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
• FIGURE 3.7: MOBILE PHONE SHIPMENTS, WW ESTIMATES
• FIGURE 3.8: WORLDWIDE PC AND TABLET FORECAST
• FIGURE 3.9: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
• FIGURE 3.10: ESTIMATED GLOBAL FAB SPENDING 2022-2027
• FIGURE 3.11: FAB EXPANSIONS WITHIN THE US
• FIGURE 3.12: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
• FIGURE 3.13: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
• FIGURE 3.14: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.15: DRAM TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.16: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.17: INTEL OHIO PLANT SITE AS OF FEB. 2024
• FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS
• FIGURE 3.19: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
• FIGURE 4.1: ELECTRONIC GAS MARKET
• FIGURE 4.2: HELIUM DEMAND 2023 - 7.4 BCF
• FIGURE 4.3: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND
• FIGURE 4.4: NEON SUPPLY/DEMAND FORECAST
• FIGURE 4.5: GLOBAL NEON REVENUES
• FIGURE 4.6: XENON SUPPLY/DEMAND FORECAST
• FIGURE 4.7: GLOBAL XENON REVENUES
• FIGURE 4.8: KRYPTON SUPPLY/DEMAND FORECAST
• FIGURE 4.9: GLOBAL KRYPTON REVENUES
• FIGURE 4.10: HELIUM SUPPLY & DEMAND (BCF)
• FIGURE 4.11: HELIUM DEMAND BY APPLICATION 2023 - 5.9 BCF
• FIGURE 4.12: WW HELIUM CAPACITY BY REGION 2023 VS. 2028 (BCF)
• FIGURE 4.13: HELIUM SUPPLY RISK BY COUNTRY 2030
• FIGURE 4.14: NF3 SUPPLY/DEMAND FORECAST
• FIGURE 4.15: WF6 SUPPLY/DEMAND FORECAST
• FIGURE 4.16: WORLDWIDE NOBLE GASES ASP TREND
• FIGURE 4.17: MO PRECURSORS
• FIGURE 4.18: PLASMA AND THERMAL ALE PROCESSES
• FIGURE 4.19: 2023 SEMICONDUCTOR ELECTRONIC GASES REVENUE SHARE BY REGION
• FIGURE 4.20: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES
• FIGURE 4.21: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES
• FIGURE 4.22: CO2-EQUIVALENT EMISSIONS FOR TYPICAL FAB
• FIGURE 5.1: TOTAL ELECTRONIC GAS MARKET SHARE 2023, US$6.01B
• FIGURE 5.2: TOTAL INDUSTRIAL GAS MARKET SHARE 2023, US$104 B
• FIGURE 5.3: TOP-5 ELECTRONIC GASES MAKERS' QUARTERLY COMBINED SALES (LINDE, AL, AP, RESONAC, TNSC)
• FIGURE 5.4: AIR LIQUIDE'S Q4 AND 2023 REVENUES
• FIGURE 5.5: MERCK'S 2023 REVENUES
• FIGURE 5.6: TAIYO NIPPON SANSO REVENUES Q3 RESULTS
• FIGURE 5.7: KOREA SEMICONDUCTOR DEVELOPMENT PLAN
• FIGURE 6.1: LEADING COUNTRIES BASED ON MINE PRODUCTION OF FLUORSPAR WORLDWIDE IN 2023
• FIGURE 6.2: WW RESERVES OF FLUORSPAR IN 2023, BY COUNTRY (US$/KILOTONNE)
• FIGURE 6.3: FLUORSPAR PRICE IN US 2014-2023 (US$/KILOTONNE)
• FIGURE 6.4: WW BROMINE SUPPLY 2023 (KILOTONNES)
• FIGURE 8.1: ELECTRONIC SPECIALTY GASES
• FIGURE 8.2: BULK GASES

LIST OF TABLES

• TABLE 1.1: ELECTRONIC GASES(S) GROWTH OVERVIEW
• TABLE 1.2: ESTIMATED MARKET SHARE BY SUPPLIER
• TABLE 1.3: ESTIMATED MARKET SHARE BY SUPPLIER
• TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
• TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)
• TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
• TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
• TABLE 4.1: ELECTRONIC GASES SUPPLIER MANUFACTURING LOCATIONS
• TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 ELECTRONIC GASES SUPPLIER INVESTMENTS
• TABLE 4.3: REGIONAL SUMMARY OF GAS MARKET
• TABLE 4.4: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND
• TABLE 4.5: SUPPLIERS WITH LOCATIONS IN AREAS OF HIGH RISK
• TABLE 4.6: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE
• TABLE 5.1: ESTIMATED MARKET SHARE BY SUPPLIER
• TABLE 5.2: ESTIMATED MARKET SHARE BY SUPPLIER
• TABLE 5.3: ESTIMATED SUPPLY CHAIN SUPPLIER RANKING
• TABLE 6.1: BULK AND INERT GAS APPLICATION AND SOURCE DESCRIPTION
• TABLE 8.1: SPECIALTY GAS INDUSTRY MATRIX
• TABLE 8.2: GASES USED IN FPD MANUFACTURING
• TABLE 8.3: HYDRIDE GAS SUPPLIERS
• TABLE 8.4: SILICON PRECURSOR SUPPLIERS
• TABLE 8.5: ETCHANT GAS SUPPLIERS
• TABLE 8.6: DEPOSITION/MISC. GAS SUPPLIERS
• TABLE 8.7: BULK GAS SUPPLIERS
• TABLE 8.8: ETCH ROADMAPS
• TABLE 8.9: ETCH ROADMAPS
• TABLE 8.10: ETCH ROADMAPS