Ceramics / SiC Market Report CMR 2023-2024 (Single User License)

$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

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	                                        12
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	                                        15
3.2.1	Semiconductor Industries Ties to the Global Economy	17
3.2.2	Semiconductor Sales Growth	                        18
3.2.3	Taiwan Monthly Sales Trends	                        19
3.3	Electronic Goods Market	                                20
3.3.1	Electronic Goods Market	                                20
3.3.2	Automotive Sales	                                22
3.3.3	Servers / IT	                                        24
3.4	Semiconductor Fabrication Growth & Expansion	        24
3.4.1	Fab Expansion Announcement Summary	                24
3.4.2	Worldwide Fab Expansion Driving Growth	                26
3.4.3	Equipment Spending Trends	                        27
3.4.4	Technology Roadmaps	                                28
3.4.5	Policy and Trade Issues	                                28
3.5	Semiconductor Materials Outlook	                        29
3.5.1	Could Materials Capacity Limit Chip 
        Production Schedules	                                29
3.5.2	Continued Logistics Issues Plague the Western World	30
3.5.3	Wafer Start Growth	                                30
3.5.4	Materials Forecast	                                31
4	Material Market Drivers & Dynamics	                33
4.1	Ceramic Material Applications and Suppliers	        33
4.1.1	Thermal Processes	                                35
4.1.2	Dry Etching Process	                                36
4.1.3	Deposition: Plasma CVD and PVD	                        36
4.1.4	Epitaxial Process	                                36
4.2	Material Shortages and Supply Chain Constraints	        37
4.3	Materials Trends	                                38
4.4	Technical Drivers / Material Changes and Transitions	39
4.4.1	Material Trends for the Leading-Edge	                40
4.4.2	Trends/Impact/Status of Legacy Materials 
        (200 mm & 150 mm)	                                40
4.5	Comment on Regional Trends/Drivers	                41
4.6	EHS, Logistic, AND Exogenous (Weather) Market Issues	42
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	        49
5.3	Ceramic Component Market Summary	                50
5.3.1	2022 to 2023 Market Dynamics – OEMS and Chip Fabs	52
5.4	M&A Activity	                                        53
5.5	Expansions or New Plants of Existing Suppliers	        53
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	                55
5.8.1	AlN Competitive Market Shares & Activity	        57
5.9	Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) 
        Components	                                        58
5.9.1	Al2O3 Opportunities and Impact of Automotive 
        Applications	                                        60
5.10	Silicon Carbide / CVD SiC Market Segment	        62
5.10.1	CVD SiC	                                                64
5.10.2	Alternatives to SiC Component Technology	        67
5.11	Ceramics Market Regional Activity	                68
5.12	Ceramic Fabrication by Process Segment	                70
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	                75
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	77
7	Supplier profiles (Fabricators)	                        78
8	Appendices	                                        79

TABLE OF FIGURES
Figure 1: Total Ceramics Market Forecast and Growth Estimates 
          (2022-2027)	                                        8
Figure 2: Global Economy and the Electronics Supply Chain       17
Figure 3: Worldwide Semiconductor Sales	                        18
Figure 4: Monthly Sales Trends of Taiwan Outsource 
          Manufacturers	                                        19
Figure 5: 2022 Semiconductor Chip Applications	                20
Figure 6: Mobile Phone Shipments WW Estimates	                21
Figure 7: Worldwide PC and Tablet Forecast, 2021, Q3	        22
Figure 8: Electrification Trend by World Region	                23
Figure 9: Semiconductor Spend per Vehicle Type	                23
Figure 10: Chip Expansions 2022-2027, about US$336 B	        25
Figure 11: US Chip Fab Expansions	                        26
Figure 12: Overview of Logic Device Technology Roadmaps	        28
Figure 13: Europe Chip Expansion Upside	                        30
Figure 14: 200mm Wafer Equiv Starts/year	                31
Figure 15: Global Semiconductor Materials Outlook	        32
Figure 16: Ceramic Products for Semiconductor Applications	34
Figure 17: Fabricated Ceramics Components for Thermal Process	35
Figure 18: Fabricated Ceramics Components for Dry 
           Etching Process	                                36
Figure 19: Total Ceramics Market Forecast and Growth Estimates 
           (2020-2027)	                                        45
Figure 20: 2022 Market Shares for All Ceramics 
           (incl. SiC/CVD SiC)	                                49
Figure 21: WW Ceramics Components Forecast	                51
Figure 22: Aluminum Nitride (AlN) Components Forecast and 
           Growth Estimate	                                56
Figure 23: AlN Parts Fabricator Market Share Estimates 
           (as a % of total revenues)	                        58
Figure 24: Alumina (+ other oxides) Component Revenue 
           Forecast Estimate	                                59
Figure 25: Alumina + BN, Yt2O3, ZrO2 Parts Fabricator 
           Market Share Estimate  (as a % of total revenues)	60
Figure 26: 99.8% and HPA (99.99) Alumina Components Forecast 
           (metric tons)	                                61
Figure 27: SiC Components Market Revenues ($M's USD)	        63
Figure 28: SiC (+ CVD SiC) Components Market Shares 
           (as a % of total revenues)	                        64
Figure 29: CVD SiC Components Market Forecast	                65
Figure 30: CVD SiC Components by Share of Application 
           (as % of total revenues)	                        66
Figure 31: CVD SiC Components Relative Pricing	                67
Figure 32: 2022 Regional Sales / Shares of Equipment 
           Components (% of end-use location)	                68
Figure 33: 2023 Regional Performance Comparison of 
           Fabricators by Country (1=2022 Revenue)	        69
Figure 34: 2022 Equipment and Ceramic Parts Demand by 
           Technology Nodes	                                70
Figure 35: Global Bauxite Mining Locations 
           (as a % of total metric tons)	                73
Figure 36: Alumina Production by Region 
           (as a % of total metric tons)	                74
Figure 37: Specialty Alumina Powder by Supplier 
           (Raw Material as a % of total metric tons)	        74

LIST OF TABLES
Table 1: Ceramic Segment Revenues and CAGRs	                10
Table 2: TECHCET Critical Material Reports	                14
Table 3: Global GDP and Semiconductor Revenues	                15
Table 4: Table 3: IMF World Economic Outlook	                16
Table 5: Total Fabricated Ceramic Components Revenue History 
         and Forecast*	                                        45
Table 6: Ceramic Fabricators (including SiC) Offerings	        47
Table 7: 2022 TECHCET WW Ceramics Components 5-year Forecast	51
Table 8: Total SIC Components Market Revenues Forecast and 
         CVD SiC Split ($M’s USD)	                        63
Table 9: Production Ranking of Ceramic Blank Manufacturers	72
Table 10: Product Offerings and Purity of Leading Alumina 
          Powder Producers	                                75
Table 11: High Purity Silicon Carbide Powder Producers Ranking	75
Table 12: High Purity Alumina Nitride Powder Producers Ranking	82



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