Ceramics / SiC Market Report CMR-NEW

$8,900.00

The Ceramics Report includes in-depth information on the ceramics market dynamics and supply chain, including raw materials. Market shares, market forecast as well as raw material suppliers and capacity are included. Technical trends and requirements are also included along with a full section of supplier profiles.

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Description

Market Research & Supply-Chain Analysis Report on Ceramics/SiC used for Semiconductor Device Manufacturing

Click here to view the full Table of Contents

1 Executive Summary	8
1.1  Highlight Material Segment Business Overview               8
1.2  Alumina                                                    10
1.3  Aluminum Nitride (AlN) & SiC                               10
1.4  CVD SiC.                                                   11
1.5  Al2O3 / HPA                                                11
1.6  Other Materials                                            12
1.7  M & A                                                      12
1.8  General Comments 12
2 Scope, Purpose and Methodology     13
2.1  Scope	                                                13
2.2  Purpose	                                                13
2.3  Methodology	                                        13
2.4  Overview of Other TECHCET CMR™ Reports	        14
3 Market Outlook	15
3.1  Semiconductor Industry Market Status & Outlook             15
3.2  Global Economy                                             16
3.2.1  Semiconductor Industries Ties to the Global Economy      17
3.2.2  Semiconductor Sales Growth                               17
3.2.3  Taiwan Monthly Sales Trends                              19
3.3  Electronic Goods Market                                    19
3.3.1  Electronic Goods Market                                  19
3.3.2  Smartphones                                              20
3.3.3  PC Unit Shipments                                        21
3.3.4  Automotive Sales                                         22
3.3.5  Automotive Sales and Impact on Semiconductor Sales       22
3.3.6  Servers / IT                                             23
3.4  Semiconductor Fabrication Growth & Expansion               24
3.4.1  Fab Expansion Announcement Summary                       24
3.4.2  Worldwide Fab Expansion Driving Growth                   25
3.4.3  Equipment Spending Trends                                26
3.4.4  Technology Roadmaps                                      27
3.5  Policy & Trade Trends And Impact                           28
3.5.1 Policy and Trade Issues                                   28
3.6  Semiconductor Materials Outlook                            28
3.6.1  Could Materials Capacity Limit Chip  
       Production Schedules                                     28
3.6.2  Continued Logistics Issues Plague the Western World      29
3.6.3. Wafer Start Growth                                       29
3.6.4  Materials Forecast                                       31
4 Material Market Drivers & Dynamics	32
4.1  Ceramic Material Applications and Suppliers                32
4.1.1  Thermal Processes                                        32
4.1.2  Dry Etching Process                                      35
4.1.3  Deposition: Plasma CVD and PVD                           35
4.1.4  Epitaxial Process                                        35
4.2  Material Shortages and Supply Chain Constraints            36
4.3  Materials Trends                                           37
4.4  Technical Drivers / Material Changes and Transitions 
     (no significant changes since 2021)                        38
4.4.1  Material Trends for the Leading-Edge (no substantial 
       changes since 2021)                                      39
4.4.2  Trends/Impact/Status of Legacy Materials 
       (200 mm & 150 mm)                                        40
       (no substantial changes since 2021)
4.5  Comment on Regional Trends/Drivers                         40
4.6  EHS, Logistic, AND Exogenous (Weather) Market Issues       41
5 Supplier Market Landscape	44
5.1  Ceramics Overall Market Size and Forecast                  44
5.1.1. Ceramic Components Fabricators: 45
5.2. Ceramic Suppliers Total Market Share Roll-up               48
5.2.1. COVID19 Impact on Ceramic Fabrication                    50
5.3. Ceramic Component Market Summary                           50
5.3.1. 2021 to 2022 Market Dynamics – OEMS and Chip Fabs        52
5.4  M&A Activity                                               53
5.5  Expansions or New Plants of Existing Suppliers             54
5.6  Suppliers or Parts/Product Line that Are at Risk  
     of Discontinuation                                         55
5.7  Pricing Trends                                             55
5.8  Aluminum Nitride (AlN) Market Segment                      56
5.8.1  AlN Competitive Market Shares & Activity (no significant 
       changes since 2021)                                      58
5.9  Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) 
     Components                                                 59
5.9.1  Al2O3 Opportunities and Impact of Automotive 
       Applications                                             61
5.10  Silicon Carbide / CVD SiC Market Segment                  62
5.10.1  CVD SiC                                                 65
5.10.2  Alternatives to SiC Component Technology                67
5.11    Ceramics Market Regional Activity                       68
5.12  Ceramic Fabrication by Process Segment                    69
6 Sub tier material supply chain	71
6.1   Sub-Tier, Ceramic Blank Manufacturers                     71
6.2   Aluminia (Al2O3) Production Process                       72
6.2.1   Vertically Integrated Alumina Producers                 74
6.3   Silicon Carbide – SiC Sub-tier Players & Price Points     75
6.4   Yttria Powder Production Players & Price Points           76
6.5   M&A of Raw Materials Companies                            77
6.6   New Plants or Expansions                                  77
6.7   Plant Closures & Products at risk of discontinuation      78
7 Supplier profiles (Fabricators)	79
      ADMAP INC
      APPLIED CERAMICS
      ARIAKE MATERIAL COMPANY
      ASAHI GLASS COMPANY, LTD
      ASUZAC
...and many more
8 Appendices	80
FIGURES
Figure 1: Total Ceramics Market Forecast and Growth 
          Estimates (2020-2026)                                 8
Figure 2: Global Economy and the Electronics Supply 
          Chain (2021)                                          17
Figure 3: Worldwide Semiconductor Sales                         18
Figure 4: 2022 and 2023 Semiconductor Revenue Outlook           18
Figure 5: Monthly Sales Trends of Taiwan Outsource Manufacturers  
          (TSMC, UMC, VIS, ASE, ChipMOS, KYEC)                  19
Figure 6: 2021 Semiconductor Chip Applications                  20
Figure 7: Mobile Phone Shipments WW Estimates                   21
Figure 8: Worldwide PC and Tablet Forecast, 2021, Q3            21
Figure 9: EV Sales Trends                                       22
Figure 10: Semiconductor Spend per Vehicle Type                 23
Figure 11: Chip Expansions 2021-2026 > US$500 B                 25
Figure 12: Semiconductor Chip Manufacturing Regions of 
           the World                                            26
Figure 13: 3-month Average Semiconductor Equipment Billings     27
Figure 14: Overview of Device Technology Roadmaps               27
Figure 15: Europe Chip Expansion Upside                         29
Figure 16: TECHCET Wafer Start Forecast by Node                 30
Figure 17: Global Semiconductor Materials Outlook               31
Figure 18: Ceramic Products for Semiconductor Applications      33
Figure 19: Fabricated Ceramics Components for Thermal Process   34
Figure 20: Fabricated Ceramics Components for Dry 
           Etching Process                                      35
Figure 21: Total Ceramics Market Forecast and Growth Estimates 
           (2020-2026)                                          45
Figure 22: 2021 Market Shares for All Ceramics 
           (incl. SiC/CVD SiC)                                  49
Figure 23: WW Ceramics Components Forecast                      51
Figure 24: Aluminum Nitride (AlN) Components Forecast and 
           Growth Estimate                                      57
Figure 25: AlN Parts Fabricator Market Share Estimates 
           (as a % of total revenues)                           59
Figure 26: Alumina (+ other oxides) Component Revenue 
           Forecast Estimate                                    60
Figure 27: Alumina + BN, YtO, ZrO Parts Fabricator Market 
           Share Estimate (as a % of total revenues)            61
Figure 28: 99.8% and HPA (99.99) Alumina Components Forecast 
           (metric tons)                                        62
Figure 29: CVD Components Market Revenues ($M's USD)            63
Figure 30: SiC (+ CVD SiC) Components Market Shares 
           (as a % of total revenues)                           64
Figure 31: CVD SiC Components Market Forecast                   65
Figure 32: CVD SiC Components by Share of Application 
           (as % of total revenues)                             66
Figure 33: CVD SiC Components Relative Pricing                  67
Figure 34: 2021 Regional Shares of Equipment Components 
           (% of end-use location)                              68
Figure 35: Equipment and Silicon Parts Demand by 
           Technology Nodes                                     70
Figure 36: Global Bauxite Mining Locations 
           (as a % of total metric tons)                        73
Figure 37: Alumina Production by Region 
           (as a % of total metric tons)                        74
Figure 38: Specialty Alumina Powder by Supplier 
           (Raw Material as a % of total metric tons)           74

TABLES
Table 1: Ceramic Segment Revenues and CAGRs                     11
Table 2: 2021 TECHCET Critical Material Reports                 14
Table 3: Global GDP and Semiconductor Revenues                  15
Table 4: WorldBank World Economic Outlook                       16
Table 5: Data Center Systems and Communication Services 
         Forecast 2022                                          24
Table 6: Total Fabricated Ceramic Components Revenue 
         History and Forecast                                   45
Table 7: Ceramic Fabricators (including SiC) Offerings          47
Table 8: 2021 TECHCET WW Ceramics Components 5-year Forecast    51
Table 9: Total SIC Components Market Revenues Forecast and 
         CVD SiC Split ($M’s USD)                               64
Table 10: Production Ranking of Ceramic Blank Manufacturers     72
Table 11: Product Offerings and Purity of Leading Alumina 
          Powder Producers                                      75
Table 12: High Purity Silicon Carbide Powder Producers Ranking  76
Table 13: High Purity Alumina Nitride Powder Producers Ranking  83

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