Description
This report is focused on technical ceramic materials market and supply-chain which includes SiC/ CVD SiC, AlN, Al2O3, Y2O3, and BN used in the production of components and assemblies for use in semiconductor process equipment. SiC is frequently used for both carriers (boats, gas injectors, and fabware) and components for OEMs where high temperature or specific thermal packages are required, while traditional Al2O3 and AlN ceramics are normally used for lower temperature / etch applications. The machines/tools manufacturers that use these components are referred to as OEMs (Original Equipment Manufacturers). This report targets ceramics used in the manufacture of semiconductors, only.
Featured Press Release on Ceramics Market Updates and Report Highlights:
Table of Contents:
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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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