Lithography Materials Market Report 2024-2025 (Critical Materials Report)

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

• 1.1 PHOTOLITHOGRAPHY MARKET OVERVIEW
• 1.2 PHOTOLITHOGRAPHY MATERIALS BUSINESS - MARKET OVERVIEW
  • 1.2.1 PHOTOLITHOGRAPHY MATERIALS BUSINESS - MARKET OVERVIEW
• 1.3 INTERNATIONAL TRENDS IMPACTING PHOTOLITHOGRAPHY 2024 OUTLOOK
• 1.4 PHOTOLITHOGRAPHY APPLICATIONS EFFECTING MARKET TRENDS
• 1.5 PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
• 1.6 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
• 1.7 TECHNOLOGY TRENDS
• 1.8 PHOTOLITHOGRAPHY COMPETITIVE LANDSCAPE
• 1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
• 1.10 ANALYST ASSESSMENT OF PHOTOLITHOGRAPHY MATERIALS

2 SCOPE, PURPOSE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 PURPOSE
• 2.3 METHODOLOGY
• 2.4 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
    • 3.3.4.1 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 PHOTORESIST SEGMENT MARKET TRENDS

• 4.1 PHOTORESIST SEGMENT MARKET TRENDS - OUTLINE
  • 4.1.1 2023 PHOTORESIST SEGMENT MARKET LEADING INTO 2024
  • 4.1.2 PHOTORESIST SEGMENT MARKET OUTLOOK
  • 4.1.3 PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
    • 4.1.3.1 EUV PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
    • 4.1.3.2 ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
    • 4.1.3.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
  • 4.1.4 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
    • 4.1.4.1 EUV PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
    • 4.1.4.2 ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
    • 4.1.4.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
• 4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE
  • 4.2.1 PHOTORESIST MATERIALS PRODUCTION CAPACITY OF TOP SUPPLIERS
  • 4.2.2 PHOTORESIST MATERIALS PRODUCTION BY REGION
  • 4.2.3 PHOTORESIST PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.1 CANON PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.2 DUPONT PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.3 DONGJIN PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.4 FUJIFILM PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.5 JSR PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.6 MERCK KGAA, EMD ELECTRONICS PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.7 SHIN-ETSU PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.8 SUMITOMO PRODUCTION CAPACITY EXPANSIONS
    • 4.2.3.9 TOK PRODUCTION CAPACITY EXPANSIONS
  • 4.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW
• 4.3 PRICING TRENDS
• 4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
  • 4.4.1.1 PHOTORESIST MATERIALS GENERAL TECHNOLOGY OVERVIEW
  • 4.4.1.2 PATTERNING TECHNOLOGY TRENDS
  • 4.4.1.3 PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE
  • 4.4.1.4 3D NAND TRENDS
  • 4.4.2 PHOTORESIST TECHNOLOGY TRENDS
  • 4.4.3 SPECIALTY/EMERGING PHOTORESIST MATERIALS/RELATED
• 4.5 REGIONAL CONSIDERATIONS
  • 4.5.1 REGIONAL ASPECTS AND DRIVERS
  • 4.5.2 EHS ISSUES
• 4.7 ANALYST ASSESSMENT OF PHOTORESIST SEGMENT MARKET TRENDS

5 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSIONS SEGMENT MARKET TRENDS

• 5.1 ANCILLARIES AND EXTENSIONS SEGMENT MARKET TRENDS - OUTLINE
  • 5.1.1 ANCILLARIES AND EXTENSION SEGMENT MARKET OUTLOOK
  • 5.1.2 ANCILLARIES MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
    • 5.1.2.1 ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR VOLUME FORECAST BY SEGMENT
    • 5.1.2.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR VOLUME FORECAST BY SEGMENT
    • 5.1.2.3 ANCILLARIES MATERIALS (PTD) 5-YEAR VOLUME FORECAST BY SEGMENT
  • 5.1.3 ANCILLARIES MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.3.1 ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.3.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.3.3 ANCILLARIES MATERIALS (PTD) 5-YEAR REVENUE FORECAST BY SEGMENT
  • 5.1.4 EXTENSIONS MATERIALS 5-YEAR VOLUME FORECAST Y SEGMENT
    • 5.1.4.1 EXTENSIONS (KRF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT
    • 5.1.4.2 EXTENSIONS (ARF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT
    • 5.1.4.3 EXTENSIONS (SOC) 5-YEAR VOLUME FORECAST BY SEGMENT
    • 5.1.4.4 EXTENSIONS (SI BARC) 5-YEAR VOLUME FORECAST BY SEGMENT
  • 5.1.5 EXTENSIONS MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.5.1 EXTENSIONS (KRF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.5.2 EXTENSIONS (ARF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.5.3 EXTENSIONS (SOC) 5-YEAR REVENUE FORECAST BY SEGMENT
    • 5.1.5.4 EXTENSIONS (SI BARC) 5-YEAR REVENUE FORECAST BY SEGMENT
• 5.2 ANCILLARIES AND EXTENSIONS MATERIALS MARKET LANDSCAPE AND INVESTMENTS - OUTLINE
  • 5.2.1 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES
  • 5.2.2 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES (NON-PHOTORESIST MAKERS)
  • 5.2.3 MARKET LANDSCAPE / KEY SUPPLIERS OF EXTENSION MATERIALS
  • 5.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW
• 5.3 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
  • 5.3.1 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS GENERAL TECHNOLOGY OVERVIEW
  • 5.3.2 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS TECHNOLOGY TRENDS
• 5.4 EHS AND TRADE/LOGISTIC ISSUES FOR ANCILLARIES AND EXTENSION MATERIALS
  • 5.5.1 ANALYST ASSESSMENT OF ANCILLARIES SEGMENT MARKET TRENDS
  • 5.5.2 ANALYST ASSESSMENT OF EXTENSIONS SEGMENT MARKET TRENDS

6 PHOTOLITHOGRAPHY MATERIALS MARKET SUPPLIER LANDSCAPE

• 6.1 PHOTORESIST MATERIALS MARKET SHARE
  • 6.2.1 CURRENT QUARTER - REPORTED REVENUES & SUPPLIERS' ACTIVITIES
• 6.3 M&A ACTIVITY AND PARTNERSHIPS - NON REPORTED
• 6.4 PLANT CLOSURES - NONE REPORTED
• 6.5 NEW ENTRANTS
• 6.6 SUPPLIER DISRUPTIONS
  • 6.6.1 SUPPLIERS OR PARTS/PRODUCT LINES AT RISK OF DISCONTINUATION - NONE REPORTED
• 6.7 OTHER THOUGHTS
• 6.8 TECHCET ANALYST ASSESSMENT OF PHOTOLITHOGRAPHIC MATERIALS SUPPLIERS

7 SUB-TIER SUPPLY-CHAIN, PHOTOLITHOGRAPHY MATERIALS

• 7.1 SUB-TIER SUPPLY CHAIN: PHOTORESISTS COMPONENTS
• 7.2 PHOTORESIST RESINS
  • 7.2.1 PHOTORESIST RESINS
• 7.3 PHOTORESIST SOLVENTS
• 7.4 PHOTORESIST OTHER COMPONENTS
• 7.5 PHOTORESIST COMPONENTS REFERENCES & SOURCES

8 SUPPLIER PROFILES

• AUECC
• AVANTOR
• ALLRESIST GESELLSCHAFT FUR CHEMISCHE
• BASF
• BREWER SCIENCE
• ...and 20+ more

9 APPENDIX

• SELECT EXTENSION AND ANCILLARY SUPPLIERS*

LIST OF FIGURES

• FIGURE 1.1: A HISTORY OF PHOTOLITHOGRAPHY ADVANCEMENT
• FIGURE 1.2: PHOTOLITHOGRAPHY MATERIALS VOLUME FORECAST BY SEGMENT
• FIGURE 1.3: PHOTOLITHOGRAPHY MATERIALS REVENUE FORECAST BY SEGMENT
• FIGURE 1.4: TRADE OFFS WITH EUV
• FIGURE 1.5: BOTTOM ANTI-REFLECTIVE COATING (BARC)
• FIGURE 1.6: 2023 MARKET SHARE ESTIMATES OF TOP 3 PHOTORESIST COMPANIES
• FIGURE 1.7: ASML HIGH NA EUV SYSTEM
• 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: PHOTORESIST VOLUME FORECAST BY SEGMENT
• FIGURE 4.2: EUV PHOTORESIST VOLUME FORECAST BY SEGMENT
• FIGURE 4.3: ARF AND ARFI PHOTORESIST VOLUME FORECAST BY SEGMENT
• FIGURE 4.4: KRF, I & G-LINE PHOTORESIST VOLUME FORECAST BY SEGMENT
• FIGURE 4.5: PHOTORESIST REVENUE FORECAST BY SEGMENT
• FIGURE 4.6: EUV PHOTORESIST REVENUE FORECAST BY SEGMENT
• FIGURE 4.7: ARF AND ARFI PHOTORESIST REVENUE FORECAST BY SEGMENT
• FIGURE 4.8: KRF, I & G-LINE PHOTORESIST REVENUE FORECAST BY SEGMENT
• FIGURE 4.9: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2023
• FIGURE 4.10: OVERVIEW AND EVOLUTION OF PHOTORESIST CHEMISTRY
• FIGURE 4.11: SCANNER TECHNOLOGY TRENDS ARF TO EUV
• FIGURE 4.12: EUV RESIST RECTIFICATION
• FIGURE 4.13: SELECTIVE DSA EXAMPLE
• FIGURE 4.14. RECTIFICATION FLOW USING DSA
• FIGURE 4.15: NANOIMPRINT LITHOGRAPHY
• FIGURE 4.16: GENERAL SCHEMATIC OF LITHO EXPOSURES BY DEVICE TYPE
• FIGURE 4.17: EXAMPLE OF 3D NAND SCALING BY STACKS/TIERS
• FIGURE 4.18: CHINESE VERSION OF EUV LITHOGRAPHY TOOL IN DEVELOPMENT
• FIGURE 4.19: 2023 ESTIMATED PHOTORESIST REVENUE SHARE BY REGION
• FIGURE 5.1: ANCILLARIES VOLUME FORECAST BY SEGMENT
• FIGURE 5.2: EBR AND PREWET VOLUME FORECAST BY SEGMENT
• FIGURE 5.3: NTD CHEMICALS VOLUME FORECAST BY SEGMENT
• FIGURE 5.4: PTD VOLUME FORECAST BY SEGMENT
• FIGURE 5.5: ANCILLARIES REVENUE FORECAST BY SEGMENT
• FIGURE 5.6: EBR AND PREWET REVENUE FORECAST BY SEGMENT
• FIGURE 5.7: NTD CHEMICALS REVENUE FORECAST BY SEGMENT
• FIGURE 5.8: PTD REVENUE FORECAST BY SEGMENT
• FIGURE 5.9: EXTENSIONS VOLUME FORECAST BY SEGMENT
• FIGURE 5.10: KRF BARC VOLUME FORECAST BY SEGMENT
• FIGURE 5.11: ARF BARC VOLUME FORECAST BY SEGMENT
• FIGURE 5.12: SOC VOLUME FORECAST BY SEGMENT
• FIGURE 5.13: SI BARC VOLUME FORECAST BY SEGMENT
• FIGURE 5.14: EXTENSIONS REVENUE FORECAST BY SEGMENT
• FIGURE 5.15: KRF BARC REVENUE FORECAST BY SEGMENT
• FIGURE 5.16: ARF BARC REVENUE FORECAST BY SEGMENT
• FIGURE 5.17: SOC REVENUE FORECAST BY SEGMENT
• FIGURE 5.18: SI BARC REVENUE FORECAST BY SEGMENT
• FIGURE 5.19: DEVELOPER TRANSITION
• FIGURE 5.20: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST
• FIGURE 6.1: LAM RESEARCH DRY RESIST

LIST OF TABLES

• TABLE 1.1: PHOTOLITHOGRAPHY MATERIALS 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: MATERIAL SUPPLIER MANUFACTURING LOCATIONS
• TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 PHOTORESIST MATERIALS SUPPLIER INVESTMENTS
• TABLE 4.3: REGIONAL PHOTOLITHOGRAPHY MATERIALS TRENDS
• TABLE 4.4: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY
• TABLE 4.5: COMPARISON OF PERFORMANCE OF PAGS VERSUS ALTERNATIVES
• TABLE 5.1: SOLVENT SUPPLIERS
• TABLE 5.2: ANCILLARY SUPPLIER LANDSCAPE
• TABLE 5.3: KEY SUPPLIERS OF EXTENSION MATERIALS
• TABLE 5.4: OVERVIEW OF ANNOUNCED 2023/2024 ANCILLARY & EXTENSION MATERIALS SUPPLIER INVESTMENTS
• TABLE 6.1: ESTIMATED TOTAL PHOTORESIST MARKET SHARE BY SUPPLIER
• TABLE 6.2: MOST RECENT REPORTED QUARTERLY LITHO MATERIAL SUPPLIER SALES