CMP Slurry & Pads Market Report 2024-2025 (Critical Materials Report)

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

• 1.1 CMP CONSUMABLES MARKET OVERVIEW
• 1.2 CMP CONSUMABLES REVENUE TRENDS
• 1.3 MARKET TRENDS IMPACTING CMP CONSUMABLES OUTLOOK
• 1.4 YEAR 2023 IN REVIEW
• 1.5 CMP CONSUMABLES FORECASTS BY MATERIAL SEGMENT
  • 1.5.1 CMP SLURRIES 5-YEAR REVENUE FORECAST
  • 1.5.2 CMP PADS 5-YEAR REVENUE FORECAST
• 1.6 TECHNOLOGY TRENDS
• 1.7 SLURRY SUPPLIER COMPETITIVE LANDSCAPE
• 1.8 PAD SUPPLIER COMPETITIVE LANDSCAPE
• 1.9 ANALYST ASSESSMENT
  • 1.9.1 ANALYST ASSESSMENT CONTINUED SEMICONDUCTOR

2 SCOPE, PURPOSE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 PURPOSE
• 2.3 METHODOLOGY
• 2.4 OVERVIEW OF OTHER TECHCET CMR OFFERINGS

3 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
    • 3.3.4.1 ADVANCED LOGIC TECHNOLOGY ROADMAPS
    • 3.3.4.2 DRAM TECHNOLOGY ROADMAPS
    • 3.3.4.3 3D NAND TECHNOLOGY ROADMAPS
  • 3.3.5 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 CMP CONSUMABLES TRENDS

• 4.1 CMP PADS AND SLURRIES (CONSUMABLES) MARKET TRENDS - OUTLINE
• 4.2 REGIONAL TRENDS
  • 4.2.1 REGIONAL TRENDS AND DRIVERS
• 4.3 CMP CONSUMABLES MARKET TRENDS
  • 4.3.1 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS - ADVANCED LOGIC
    • 4.3.1.1 ADVANCED LOGIC TRANSISTOR EST. ROADMAP
  • 4.3.2 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS - MEMORY
    • 4.3.2.1 3D NAND ROADMAP
    • 4.3.2.2 3D NAND STACKING
  • 4.3.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
  • 4.3.4 TECHNICAL TRENDS IN ADVANCED PACKAGING
  • 4.3.5 TECHNICAL TRENDS IN ADVANCED PACKAGING, CONTINUED
    • 4.3.5.1 CMP FOR TSV - GAA BACKSIDE POWER
  • 4.3.6 TECHNICAL TRENDS IN COMPOUND SEMICONDUCTOR
• 4.4 EHS ISSUES FOR NEW MATERIALS
  • 4.4.1 EHS ISSUES FOR SLURRY DISPOSAL, RECYCLING AND RECLAIM
• 4.5 LOGISTIC ISSUES

5 CMP SLURRY SUPPLIER MARKET

• 5.1 CMP SLURRIES 5-YEAR REVENUE FORECAST
• 5.2 CMP SLURRIES 5-YEAR FORECAST BY UNITS
• 5.3 CMP SLURRY MARKET LEADERS
  • 5.3.1 TOTAL SLURRY MARKET SHARE BY REGION
  • 5.3.2 TOTAL SLURRY MARKET SHARE
    • 5.3.2.1 OXIDE (CERIA) SLURRY MARKET
    • 5.3.2.2 HKMG SLURRY MARKET
    • 5.3.2.3 POLYSILICON SLURRY MARKET
    • 5.3.2.4 OXIDE (SILICA) SLURRY MARKET
    • 5.3.2.5 TUNGSTEN SLURRY MARKET
    • 5.3.2.6 CU BULK SLURRY MARKET
    • 5.3.2.7 COPPER BARRIER SLURRY MARKET
    • 5.3.2.8 NEW METALS (CO, MO, RU, ETC.) SLURRY MARKET
    • 5.3.2.9 CU BACKSIDE POWER SLURRY MARKET
• 5.4 CMP SLURRY M-A ACTIVITY, INVESTMENTS, ANNOUNCEMENTS AND PARTNERSHIPS
• 5.5 CMP SLURRY PLANT CLOSURES - NONE
• 5.6 NEW ENTRANTS
• 5.7 SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF DISCONTINUATIONS
• 5.8 CMP SLURRY PRICING TRENDS
• 5.9 TECHCET ANALYST ASSESSMENT OF CMP SLURRY MARKET

6 CMP PAD MARKET STATISTICS & FORECASTS

• 6.1 CMP PADS 5-YEAR REVENUE FORECAST
• 6.2 CMP PADS 5-YEAR REVENUE FORECAST
  • 6.2.1 CMP PADS 5-YEAR FORECAST BY UNITS
• 6.3 PAD SUPPLIER COMPETITIVE LANDSCAPE
• 6.4 NEW ENTRANTS
• 6.5 CMP PAD LOGISTICS ISSUES, M&A ACTIVITY, ANNOUNCEMENTS AND PARTNERSHIPS
• 6.6 CMP PAD PRICING TRENDS
• 6.7 TECHCET ANALYST ASSESSMENT

7 MATERIAL SUB-TIER SUPPLY

• 7.1 ABRASIVE SUPPLIERS
• 7.2 VERTICALLY INTEGRATED SUPPLIERS
• 7.3 RAW SUPPLY CHAIN DISRUPTORS
• 7.4 RAW MATERIALS M-A ACTIVITY
• 7.5 ABRASIVE SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
• 7.6 ABRASIVE SUPPLY-CHAIN "NEW" ENTRANTS - NONE
• 7.7 ABRASIVE SUPPLY-CHAIN PRICING TRENDS
• 7.8 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

8 SUPPLIER PROFILES

• 3M Company
• Abrasive Technology
• Ace NanoChem
• Anji Micro Shanghai
• Asahi Glass
• ...and 40+ more

9 APPENDIX

• 9.1 BACKSIDE TECHNOLOGY TRENDS
• 9.2 CMP OF SILICON CARBIDE
  • 9.2.1 SILICON CARBIDE DEFECTS
  • 9.2.2 CMP CHALLENGES IN SILICON CARBIDE
• 9.3 OXIDE (CERIA) SLURRY USES
• 9.4 HKMG SLURRY MARKET
• 9.5 POLYSILICON SLURRY FOR MEMS

TABLE OF FIGURES

• FIGURE 1.1: FORECASTED 2024 MARKET SIZE
• FIGURE 1.2: CMP CONSUMABLES FORECAST
• FIGURE 1.3: CMP STEPS FOR ADVANCED DEVICES
• FIGURE 1.4: 2023 CMP CONSUMABLES REVENUE
• FIGURE 1.5: CMP CONSUMABLES REVENUE BY APPLICATION
• FIGURE 1.6: CMP SLURRY REVENUE BY APPLICATION
• FIGURE 1.7: CMP PAD REVENUE BY APPLICATION
• FIGURE 1.8: CMOS TECHNOLOGY ROADMAP
• FIGURE 1.9: 2023 SLURRY SUPPLIER MARKET SHARES
• FIGURE 1.10: 2023 PAD SUPPLIER MARKET SHARES
• 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 3.6: ELECTRIFICATION TREND BY WORLD REGION
• FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
• FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES
• FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST
• FIGURE 3.10: TSMC PHOENIX INVESTMENT ESTIMATED TO BE US $40 B
• FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2022-2027
• FIGURE 3.12: FAB EXPANSIONS WITHIN THE US
• FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
• FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
• FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.18: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
• FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
• FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
• FIGURE 4.1: SLURRY AND PAD REVENUE BY HQ REGION
• FIGURE 4.2: CMP SLURRIES AND PADS REVENUE
• FIGURE 4.3: CMP STEPS FOR LOGIC NODES
• FIGURE 4.4: NUMBER OF CMP STEPS FOR MEMORY TECHNOLOGY NODES
• FIGURE 4.5: 3D NAND ROADMAP BY NODE
• FIGURE 4.6: STACKING FOR 3D NAND
• FIGURE 4.7: COMPARISON OF METALS RESISTIVITIES BY DIMENSION
• FIGURE 4.8: ADV LOGIC TRANSITION TO BACKSIDE POWER
• FIGURE 4.9: CMP OPPORTUNITIES IN ADVANCED PACKAGING
• FIGURE 4.10: KEY TRENDS IN ADVANCED PACKAGING
• FIGURE 4.11: CMP OPPORTUNITIES IN ADVANCED PACKAGING
• FIGURE 5.1: CMP SLURRY REVENUE BY APPLICATION
• FIGURE 5.2: FORECASTED SLURRY VOLUME DEMAND
• FIGURE 5.3: SLURRY REGIONAL MARKET SHARES IN 2023- $2B
• FIGURE 5.4: SLURRY SUPPLIER MARKET SHARES IN 2023- $2B
• FIGURE 5.5: OXIDE (CERIA) CMP SLURRY 2023 - $399M MARKET SHARE
• FIGURE 5.6: HKMG/FRONT-END CMP SLURRY 2023 - $67M MARKET SHARE
• FIGURE 5.7: POLYSILICON CMP SLURRY 2023 - $40M MARKET SHARE
• FIGURE 5.8: OXIDE (SILICA) CMP SLURRY 2023 - $236M MARKET SHARE
• FIGURE 5.9: TUNGSTEN CMP SLURRY 2023 - $429M MARKET SHARE
• FIGURE 5.10: CU-BULK CMP SLURRY 2023 - $302M MARKET SHARE
• FIGURE 5.11: CU-BARRIER CMP SLURRY 2023 SUPPLIER MARKET SHARE
• FIGURE 5.12: NEW METALS CMP SLURRY 2023 MARKET SHARE - $3M
• FIGURE 5.13: CU BACKSIDE POWER CMP SLURRY 2023 MARKET SHARE - $1M
• FIGURE 6.1: CMP PAD REVENUE FORECAST BY APPLICATION
• FIGURE 6.2: CMP PAD REVENUE BY WAFER SIZE
• FIGURE 6.3: FORECASTED QUANTITY PAD USAGE
• FIGURE 6.4: 2022 PAD SUPPLIER MARKET SHARES
• FIGURE 9.1: LIMITATIONS OF FS-PDN
• FIGURE 9.2: 2D DEVICE ARCHITECTURE EVOLUTION
• FIGURE 9.3: SILICON CARBIDE-BASED POWER DEVICE
• FIGURE 9.4: DEFECTS IN SILICON CARBIDE SUBSTRATES AND EPI WAFERS
• FIGURE 9.5: SILICON CARBIDE DEFECTS
• FIGURE 9.6: BATCH POLISH VS. CMP
• FIGURE 9.7: STI CMP PROCESS
• FIGURE 9.8: MEMS CMP CROSS SECTION

TABLES

• 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: REGIONAL WAFER MARKETS
• TABLE 4.2: REGIONAL WAFER MARKETS BY SUPPLIER HEADQUARTER REGION
• TABLE 4.3: SILICON CARBIDE WAFER MANUFACTURERS AND CONSUMABLES SUPPLIERS
• TABLE 5.1: 2023 SLURRY MARKET LEADERS AND TAM BY APPLICATION
• TABLE 7.1: ABRASIVE SUPPLIERS
• TABLE 7.2: VERTICALLY INTEGRATED SUPPLIERS