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

TABLE OF CONTENTS

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