Silicon Equipment Components Market Report 2024-2025 (Critical Materials Report)

Description

This Critical Materials ReportTM 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.

INFOGRAPHICS

1 EXECUTIVE SUMMARY

1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY
1.2 OVERVIEW OF THE 2023 SILICON PARTS MARKET
1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS
1.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY
1.5 SILICON PARTS MARKET ASSESSMENT

2 SCOPE, PURPOSE, METHODOLOGY

2.1 SCOPE, PURPOSE AND METHODOLOGY
2.2 OVERVIEW OF OTHER TECHCET CMR(TM) REPORTS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY 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 PARTS MARKET LANDSCAPE & TRENDS

4.1 SILICON PARTS VALUE CHAIN
4.2 SI PARTS MARKET SIZE & FORECAST
4.3 SILICON - FAB MATERIAL INTRODUCTION & MARKET TREND
4.4 SILICON PARTS BY APPLICATION
4.5 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS SUPPLY-CHAIN
4.6 TECHNOLOGY TRENDS - SILICON PARTS VS. SILICON CARBIDE PARTS
4.7 SUB-TIER /SILICON INGOT COSTS TRENDS
4.8 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
4.9 REGIONAL TRENDS - SILICON PARTS USAGE BY REGION
- 4.9.1 REGIONAL TRENDS - TRADE & GEOPOLITICS
- 4.9.2 REGIONAL TRENDS - PARTS SUPPLIER MARKET DYNAMICS

5 OEM EQUIPMENT MARKET TRENDS

5.1 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE
5.2 FABRICATION - SILICON PARTS FABRICATORS BY REGION
5.3 TOP 3 OEMS - LAM RESEARCH, TEL, AMAT
5.4 OEM ACTIVITIES - LAM RESEARCH AND AMAT
5.5 OEM ACTIVITIES - LAM RESEARCH
5.6 TOP 3 OEMS -TEL
5.7 OEM ACTIVITIES - AMEC
5.8 OEM INFLUENCE & CONTROL
5.9 POLICY & TRADE TRENDS AND IMPACT

6 SUPPLIERS OF INTEREST

6.1 SILICON PARTS PRODUCTION PERFORMANCE
6.2 GLOBAL TRENDS- NEW PLANTS/NEW INVESTMENTS
6.3 GLOBAL TRENDS - SPOTLIGHT ON SILFEX
6.4 GLOBAL TRENDS - SPOTLIGHT ON MITSUBISHI MATERIALS
6.5 GLOBAL TRENDS - SHIN-ETSU CHEMICAL NEW PLANT
6.6 GLOBAL TRENDS -FERROTEC NEW PLANT
6.7 GLOBAL TRENDS - SK ENPULSE SELLING BUSINESS
6.8 NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC

7 SUB-TIER SUPPLY: SILICON INGOT GROWERS

7.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS
- 7.1.1 SINO AMERICAN SILICON - SAS
- 7.1.2 THINKON SEMI
7.2 CHINA SILICON INGOT MANUFACTURER - THINKON SEMI UPDATE

8 POLYSILICON

8.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON
8.2 EXPANSION - WACKER SILICONES
8.3 EXPANSION - HEMLOCK SEMICONDUCTOR
8.4 EXPANSION - OCI KOREA AND TAKUYAMA
8.5 PLANT CLOSURE - REC
8.6 RAW MATERIAL SOURCE AND STATUS - POLYSILICON DEMAND
8.7 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
8.8 POLYSILICON - ENERGY COST
8.9 SOLAR GRADE POLYSILICON - PRICING
8.10 POLYSILICON - ASSESSMENT
8.11 POLYSILICON VS. MONOCRYSTALLINE SILICON

9 SUB-TIER MATERIAL SUPPLY CHAIN

9.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS
9.3 OTHER INDUSTRIAL USES
9.4 SILICON PARTS PRODUCTION LOCATION - ANALYSIS

10 TECHCET ANALYST ASSESSMENT

10.1 TECHCET ANALYST ASSESSMENT
10.2 MATERIALS MARKET LANDSCAPE TRENDS

11 SUPPLIER PROFILES

ADDISON ENGINEERING
ALLIANCE PRECISION/API
APPLIED CERAMICS
BCNC CO., LTD.
BULLEN ULTRASONICS
...AND 25+ MORE

FIGURES

FIGURE 1.1: 2023 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE 1.2: SILFEX SILICON INGOT
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 (TTSII) IN 000'S OF NTD
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 2023-2028
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 TECHNOLOGYROADMAP 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 PARTS FROM SILFEX
FIGURE 4.2: SILICON PARTS VALUE CHAIN
FIGURE 4.3: 2023 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE 4.4: 2022 SILICON PARTS BY WAFER SIZE
FIGURE 4.5: 2023 SILICON PARTS BY WAFER SIZE
FIGURE 4.6: OLED SUPPLY/DEMAND FOR MOBILE PANELS 2021-2028
FIGURE 4.7: 2023 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
FIGURE 4.8: 2023 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 5.1: 2023 ETCH EQUIPMENT MARKET SHARE
FIGURE 5.2: 2023 SILICON PARTS CONSUMPTION BY END USE LOCATION STIMATE
FIGURE 5.3: 2023 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD)
FIGURE 5.4: LAM RESEARCH FACILITIES
FIGURE 5.5: LAM'S NEW WAREHOUSE IN BATU KAWAN, MALAYSIA
FIGURE 5.6: TEL'S NEW ETCH SYSTEM BUILDING, COMPLETION SCHEDULED FOR SPRING 2025
FIGURE 5.7: RENDERING: NEW PRODUCTION FACILITY OF AMEC IN SHANGHAI, CHINA
FIGURE 6.1: SIFUSION FERROTEC LOCATION IN CHINA
FIGURE 6.2: SILFEX SPRINGFIELD MANUFACTURING LOCATION
FIGURE 6.3: MITSUBISHI MATERIALS SANDA PLANT
FIGURE 6.4: IMAGE OF THE SHIN-ETSU NEW PLANT
FIGURE 6.5: FERROTEC MAJOR PLANT WITH SIX MAIN MANUFACTURING BUILDINGS
FIGURE 6.6: SK ENPULSE CHINA PLANT INSIDE
FIGURE 6.7: SYC HEADQUARTER IN SHANGHAI
FIGURE 7.1: SAS
FIGURE 7.2: THINKONSEMI HQ IN JINZHOU, CHINA
FIGURE 7.3: THINKONSEMI 550MM SILICON WAFER (2020)
FIGURE 8.1: GROUNDBREAKING CEREMONY IN THE CZECH REPUBLIC
FIGURE 8.2: GROUNDBREAKING CEREMONY IN SAGINAW COUNTY
FIGURE 8.3: OCI IKSAN PLANT I KOREA
FIGURE 8.4: REC POLYSILICON PLANT IN BUTTE, MONTANA
FIGURE 8.5: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
FIGURE 8.6: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT)
FIGURE 8.7: GPM AND CHINA POLYSILICON PRICE TREND
FIGURE 9.1: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS
FIGURE 9.2: US EXCHANGE RATE TRENDS 1/2021 TO 7/2024

TABLES

TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
TABLE 4.1: 2023 VS. 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
TABLE 5.1: 2023 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION
TABLE 5.2: TEL REVENUES BY END USER
TABLE 6.1: LEADING SILICON PARTS FABRICATION REVENUES
TABLE 7.1: SI PARTS SUPPLIERS THAT MAKE AND/OR SELL SILIC ON INGOT FOR SILICON PARTS FABRICATION
TABLE 8.1: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS
TABLE 11.1: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 1 OF 2
TABLE 11.2: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 2 OF 2