Silicon Wafers Market Report 2024-2025 (Critical Materials Report)

Description

List of Tables

This report covers the market landscape and supply-chain for silicon wafers used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

Silicon wafers are the fundamental starting point for nearly all semiconductor device fabrication. As such, the criticality of the role that this material plays in the semiconductor supply chain is hard to refute and is treated as such accordingly in this Critical Materials Reports(TM).

1 EXECUTIVE SUMMARY

1.1 SILICON WAFER BUSINESS - MARKET OVERVIEW
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
1.3 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
1.4 SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
1.5 SILICON WAFER SEGMENT TRENDS
1.6 TECHNOLOGY TRENDS
1.7 COMPETITIVE LANDSCAPE
1.8 MOST RECENTLY REPORTED QUARTERLY FINANCIALS OF TOP- 5
1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
1.10 ANALYST ASSESSMENT OF SILICON WAFERS

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 SILICON WAFER MARKET TRENDS

4.1 SILICON WAFERS MARKET TRENDS - OUTLINE
- 4.1.1 2023 SILICON WAFER MARKET LEADING INTO 2024
- 4.1.2 SILICON WAFER MARKET OUTLOOK
  - 4.1.2.1 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
  - 4.1.2.2 SILICON WAFER 5-YEAR EPI UNIT SHIPMENT FORECAST BY DIAMETER
  - 4.1.2.3 SILICON WAFER 2024 SHIPMENT FORECAST BY DIAMETER
  - 4.1.2.4 SILICON WAFER 5-YEAR REVENUE FORECAST INCLUDING SOI
4.2 SILICON WAFER PRODUCTION CAPACITY OF TOP SUPPLIERS
- 4.2.1 SILICON WAFER CAPACITY / PRODUCTION BY REGION
4.3 SILICON WAFER EXPANSIONS AND INVESTMENTS- OVERVIEW
- 4.3.1 SILICON WAFER EXPANSIONS AND INVESTMENTS- ANNOUNCEMENTS
- 4.3.2 SILICON WAFER EXPANSIONS AND INVESTMENTS - COMMENTS
4.4 SILICON WAFER SUPPLY VS. DEMAND BALANCE - OVERVIEW
- 4.4.1 SUPPLY VS. DEMAND BALANCE - 300MM SILICON WAFERS
- 4.4.2 SUPPLY VS. DEMAND BALANCE - 200MM SILICON WAFERS
- 4.4.3 SUPPLY VS. DEMAND BALANCE - 300MM SILICON EPI WAFERS
4.5 PRICING TRENDS
4.6 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
- 4.6.1 SILICON WAFER GENERAL TECHNOLOGY OVERVIEW
- 4.6.2 SILICON WAFER TECHNOLOGY TRENDS
- 4.6.3 SPECIALTY/EMERGING SILICON WAFER AND APPLICATIONS
4.7 REGIONAL CONSIDERATIONS
- 4.7.1 REGIONAL ASPECTS AND DRIVERS
4.8 EHS AND TRADE/LOGISTIC ISSUES
- 4.8.1 EHS ISSUES
- 4.8.2 TRADE/LOGISTICS ISSUES
4.9 ANALYST ASSESSMENT OF SILICON WAFER MARKET TRENDS

5 ACTIVITY OF LEADING WAFER SUPPLIERS

5.1 SILICON WAFER MARKET SHARE
- 5.1.1 CURRENT QUARTER - SUPPLIERS' ACTIVITIES & REPORTED REVENUES
- 5.1.2 CURRENT QUARTER TOP-5 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
- 5.1.3 CURRENT QUARTER ACTIVITY - SHIN ETSU
- 5.1.4 CURRENT QUARTER ACTIVITY - SUMCO
- 5.1.5 CURRENT QUARTER ACTIVITY - GLOBALWAFERS
- 5.1.6 CURRENT QUARTER ACTIVITY - SILTRONIC
- 5.1.7 CURRENT QUARTER ACTIVITY - SK SILTRON
5.2 M&A ACTIVITY AND PARTNERSHIPS - NONE
5.3 PLANT CLOSURES
5.4 NEW ENTRANTS
5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
5.6 TECHCET ANALYST ASSESSMENT OF SILICON WAFER SUPPLIERS

6 SUB TIER SUPPLY-CHAIN, POLYSILICON

6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
- 6.1.1 POLYSILICON MARKET BACKGROUND
- 6.1.2 POLYSILICON MARKET TRENDS
- 6.1.3 POLYSILICON - INDUSTRIAL VS. SEMICONDUCTOR-GRADE
- 6.1.4 SEMICONDUCTOR-GRADE POLYSILICON DEMAND
- 6.1.5 SUB-TIER SUPPLY CHAIN: POLYSILICON MARKET SHARE
- 6.1.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS & EXPANSION PLANS
- 6.1.7 SEMICONDUCTOR-GRADE POLYSILICON EXPANSION PLANS &NEWS
6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
6.5 SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
6.6 SUB-TIER SUPPLY-CHAIN PLANT UPDATES
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

CENGOL
CETC
CHONGQING AST
CREE/WOLFSPEED
ESWIN
...and 20+ more

8 APPENDIX

8.1 INVESTMENT ANNOUNCEMENTS - SUPPLEMENTAL
8.2 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
8.3 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
8.4 CHINA IMPACT ON GLOBAL 200 MM SUPPLY
8.5 SIC WAFERS - SUPPLEMENTAL
8.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS - SUPPLEMENTAL

LIST OF FIGURES

FIGURE 1.1: SILICON WAFER AREA SHIPMENT FORECAST
FIGURE 1.2: SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
FIGURE 1.3: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE TOP 3 VS. TOP 5
FIGURE 1.4: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE
FIGURE 1.5: COMBINED REVENUES OF SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON
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 CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
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 AS OF FEB. 2024
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
FIGURE 4.1: SILICON WAFER AREA SHIPMENT FORECAST
FIGURE 4.2: SILICON EPI WAFER AREA SHIPMENT FORECAST
FIGURE 4.3: SILICON WAFER QUARTERLY SHIPMENT FORECAST
FIGURE 4.4: SILICON WAFER REVENUE FORECAST
FIGURE 4.5: SILICON WAFER SUPPLIER SHARE OF 300MM CAPACITY
FIGURE 4.6: 300MM SILICON WAFER SUPPLY/DEMAND FORECAST
FIGURE 4.7: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST
FIGURE 4.8: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST,CHINA IMPACT
FIGURE 4.9: 300MM SILICON EPI WAFER SUPPLY/DEMAND FORECAST
FIGURE 4.10: WORLDWIDE SILICON WAFER ASP TREND
FIGURE 4.11:NWORLDWIDE SILICON WAFER ASP TREND BY DIAMETER
FIGURE 4.12: SPECIALTY/EMERGING SILICON WAFER APPLICATIONS
FIGURE 4.13: 2023 SILICON WAFER REVENUE SHARE BY REGION (COMPANY HQ)
FIGURE 5.1: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE
FIGURE 5.2: SILICON WAFER MAKERS' QUARTERLY COMBINED SALES (INCLUDES SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON)
FIGURE 5.3: SHIN ETSU CURRENT QUARTER FINANCIALS
FIGURE 5.4: #2 SUMCO CURRENT QUARTER FINANCIALS
FIGURE 5.5: GLOBALWAFERS CURRENT QUARTER FINANCIALS
FIGURE 5.6: SILTRONIC CURRENT QUARTER FINANCIALS
FIGURE 5.7: SK SILTRON CURRENT QUARTER FINANCIALS
FIGURE 5.8: AN AERIAL VIEW OF SILTRONIC'S BURGHAUSEN FACILITY
FIGURE 6.1: POLYSILICON DEMAND SEMICONDUCTOR VS. PHOTOVOLTAIC APPLICATIONS
FIGURE 6.2: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR SILICON WAFERS (SEMICONDUCTOR APPLICATIONS)
FIGURE 6.3: UFLPA ENFORCEMENT METRICS SINCE IMPLEMENTATION OF THE ACT
FIGURE 6.4: PRICE TREND OF PV POLYSILICON
FIGURE 8.1: SIC WAFERING

LIST OF TABLES

TABLE 1.1: SILICON WAFER GROWTH OVERVIEW
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: ESTIMATED 300MM SILICON SHARE BY SUPPLIER
TABLE 4.2: SILICON WAFER SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 SILICON WAFER SUPPLIER INVESTMENTS
TABLE 4.4: REGIONAL SILICON WAFER MARKETS
TABLE 4.5: REGIONAL SILICON WAFER MARKETS, CONTINUED
TABLE 5.1: MOST RECENT QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
TABLE 6.1: ESTIMATED 2023 POLYSILICON SUPPLIER RANKING
TABLE 6.2: SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
TABLE 8.1: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS
TABLE 8.2: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS, CONTINUED
TABLE 8.3: CHINA WAFER SUPPLIER 300 MM STATUS
TABLE 8.4: CHINA WAFER SUPPLIER 300 MM STATUS, CONTINUED
TABLE 8.5: CHINA WAFER SUPPLIER 200 MM STATUS
TABLE 8.6: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS
TABLE 8.7: EG POLYSILICON SUPPLIERS IN CHINA