CMP Ancillaries: Pad-Conditioners, Filters, Rings, and Brushes Market Report 2024-2025

Description

This report looks at the market drivers for pad conditioners, retaining rings, slurry filters, and PVA brushes and forecasts by application market shares suppliers. CMP processes are critical to semiconductor manufacturing as process integration requires the fabrication of thin and uniformly flat layers to build up device structures across the semiconductor wafers. The number of CMP process steps continue to increase with each generation of new device technology. New device technology is characterized by more layers new materials tighter process control requirements and new techniques for advanced packaging.These manufacturing challenges require new and continued optimization for CMP processes.

INFOGRAPHICS

1 EXECUTIVE SUMMARY

1.1 CMP ANCILLARIES MARKET OVERVIEW
1.2 CMP ANCILLARIES REVENUE TRENDS
1.3 MARKET TRENDS IMPACTING CMP ANCILLARIES OUTLOOK
1.4 YEAR 2024 IN REVIEW AND FIVE-YEAR FORECAST
- 1.4.1 CMP PAD CONDITIONERS 5-YEAR REVENUE FORECAST
- 1.4.2 CMP POU SLURRY FILTER 5-YEAR REVENUE FORECAST
- 1.4.3 CMP PVA BRUSH 5-YEAR REVENUE FORECAST
- 1.4.4 CMP RETAINING RING FOR WAFER POLISHING HEADS 5-YEAR REVENUE FORECAST
1.5 TECHNOLOGY TRENDS
1.6 TOTAL PAD CONDITIONERS MARKET SHARE
1.7 CMP POU SLURRY FILTER MARKET SHARE ESTIMATE
1.8 TOTAL PVA BRUSH MARKET SHARE
1.9 TOTAL RETAINING RING MARKET SHARE
1.10 ANALYST ASSESSMENT

2 SCOPE AND METHODOLOGY

2.1 SCOPE
2.2 PURPOSE & METHODOLOGY
2.3 OVERVIEW OF OTHER TECHCET CMRTM OFFERINGS

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
- 3.2.3 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
- 3.3.6 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 CMP ANCILLARIES MARKET TRENDS

4.1 CMP ANCILLARIES MARKET TRENDS
4.2 TECHNOLOGY DRIVERS, MATERIAL CHANGES AND TRANSITIONS
- 4.2.1 TECHNOLOGY TRENDS
- 4.2.2 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS - MEMORY
- 4.2.3 TECHNOLOGY DRIVERS AND MATERIAL ALTERNATIVES
- 4.2.4 CMP FOR TSV
- 4.2.4 TECHNICAL TRENDS IN ADVANCED PACKAGING
- 4.2.5 CMP FOR GAA BACKSIDE POWER
- 4.2.6 CMP OF SILICON CARBIDE
4.3 REGIONAL TRENDS

5 CMP PAD CONDITIONING DISKS STATISTICS & FORECASTS

5.1 CMP PAD CONDITIONERS 5-YEAR REVENUE FORECAST
- 5.1.1 CMP PAD CONDITIONER TYPE 5-YEAR FORECAST
5.2 CMP PAD CONDITIONERS 5-YEAR FORECAST BY UNITS
5.3 TOTAL PAD CONDITIONERS MARKET SHARE
5.4 CMP PAD CONDITIONERS M&A ACTIVITY- ANNOUNCEMENTS AND PARTNERSHIPS
5.5 CMP PAD CONDITIONERS NEW ENTRANTS OR PLANT CLOSURES
5.6 CMP PAD CONDITIONERS PRICING TRENDS
5.7 TECHCET ANALYST ASSESSMENT OF CMP PAD CONDITIONERS MARKET

6 CMP POU* SLURRY FILTER MARKET STATISTICS & FORECASTS

6.1 CMP POU SLURRY FILTER 5-YEAR REVENUE FORECAST
- 6.1.1 CMP POU SLURRY FILTERS 5-YEAR FORECAST FORECAST BY UNITS
6.2 CMP POU SLURRY FILTER MARKET SHARE ESTIMATE
6.3 CMP POU SLURRY FILTER M&A ACTIVITY ANNOUNCEMENTS AND PARTNERSHIPS
6.4 TECHCET ANALYST ASSESSMENT

7 CMP PVA BRUSH SUPPLIER MARKET STATISTICS & FORECASTS

7.1 CMP PVA BRUSH 5-YEAR REVENUE FORECAST
7.2 CMP PVA BRUSH 5-YEAR FORECAST BY UNITS
7.3 TOTAL PVA BRUSH MARKET DYAMICS AND MARKET SHARE
7.4 CMP PVA BRUSH PRICING TRENDS
7.5 TECHCET ANALYST ASSESSMENT OF CMP PVA BRUSH MARKET

8 CMP RETAINING RING SUPPLIER MARKET STATISTICS & FORECASTS

8.1 CMP RETAINING RING FOR WAFER POLISHING HEADS 5-YEAR REVENUE FORECAST
8.2 CMP RETAINING RING 5-YEAR FORECAST BY UNITS
8.3 TOTAL RETAINING RING MARKET SHARE
8.4 TECHCET ANALYST ASSESSMENT OF CMP RETAINING RING MARKET

9 SUPPLIER PROFILES

3M
Abrasive Technology
Ehwa Diamond
Entegris
Kinik
...AND 20+ MORE

10 APPENDIX

APPENDIX A: CMP ANCILLARIES OVERVIEW
APPENDIX B: TECHCET WAFER START MODELING METHODOLOGY

FIGURES

FIGURE 1.1: FORECAST PERCENT OF CMP WAFER PASSES PER YEAR
FIGURE 1.2: TOTAL CMP ANCILLARIES REVENUES ($M USD)
FIGURE 1.3: CMP STEPS FOR ADVANCED DEVICES
FIGURE 1.4: 2024 CMP ANCILLARIES TRENDS/ LESSONS
FIGURE 1.5: CMP PAD CONDITIONERS REVENUE BY WAFER SIZE
FIGURE 1.6: CMP POU SLURRY FILTERS REVENUE BY SLURRY TYPE
FIGURE 1.7: CMP PVA BRUSH REVENUES BY APPLICATION
FIGURE 1.8: CMP RETAINING RING REVENUE ($M USD) BY WAFER SIZE
FIGURE 1.9: CMOS TECHNOLOGY ROADMAP
FIGURE 1.10: PAD CONDITIONERS SUPPLIER MARKET SHARES IN 2023
FIGURE 1.11: 2023 POU SLURRY FILTER MARKET SHARE
FIGURE 1.12: PVA BRUSH SUPPLIER MARKET SHARES IN 2023
FIGURE 1.13: RETAINING RING SUPPLIER MARKET SHARES IN 2023
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 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 ($M USD)
FIGURE 4.1: CMP ANCILLARIES REVENUE FOR 2024
FIGURE 4.2: COMPARISON OF METALS RESISTIVITIES BY DIMENSION
FIGURE 4.3: 14NM VS. 7NM METALLIZATION TECHNIQUES
FIGURE 4.4: CMOS TECHNOLOGY ROADMAP
FIGURE 4.5: CMP STEPS FOR LOGIC NODES
FIGURE 4.6: CMOS TECHNOLOGY ROADMAP
FIGURE 4.7: NUMBER OF CMP STEPS FOR MEMORY TECHNOLOGY NODES
FIGURE 4.8: STACKING FOR 3D NAND`
FIGURE 4.9: COMPARISON OF METALS RESISTIVITIES BY DIMENSION
FIGURE 4.10: ADV LOGIC TRANSITION TO BACKSIDE POWER
FIGURE 4.11: CMP OPPORTUNITIES IN ADVANCED PACKAGING
FIGURE 4.12: KEY TRENDS IN ADVANCED PACKAGING
FIGURE 4.13: CMP OPPORTUNITIES IN ADVANCED PACKAGING
FIGURE 4.14: SILICON CARBIDE-BASED POWER DEVICE
FIGURE 4.15: ANCILLARIES % REVENUES 2024 REGIONAL HQ
FIGURE 5.1: CMP PAD CONDITIONERS REVENUE BY WAFER SIZE
FIGURE 5.2: % REVENUE INCREASE OF PRECISION CVD DIAMOND STONES WITH COMPLEXITY OF CMP APPLICATION FOR GAA AND 3D NAND/3D DRAM
FIGURE 5.3: FORECASTED PAD CONDITIONERS VOLUME DEMAND
FIGURE 5.4: PAD CONDITIONERS SUPPLIER MARKET SHARES IN 2023
FIGURE 6.1: CMP POU SLURRY FILTERS REVENUE BY SLURRY TYPE
FIGURE 6.2: CMP POU SLURRY FILTERS UNITS BY SLURRY TYPE
FIGURE 6.3: 2023 POU SLURRY FILTER MARKET SHARE
FIGURE 7.1: CMP PVA BRUSH REVENUES BY APPLICATION
FIGURE 7.2: FORECASTED PVA BRUSH UNITS DEMAND
FIGURE 7.3: PVA BRUSH SUPPLIER MARKET SHARES IN 2023
FIGURE 8.1: CMP RETAINING RING REVENUE ($M USD) BY WAFER SIZE
FIGURE 8.2: FORECASTED RETAINING RING UNITS DEMAND
FIGURE 8.3: RETAINING RING SUPPLIER MARKET SHARES IN 2023
FIGURE 10.1: CMP FOR IC MANUFACTURING PROCESS

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