Description
Market Research & Supply-Chain Analysis Report on Ceramics/SiC used for Semiconductor Device Manufacturing
1 Executive Summary 13
1.1 Highlight Material Segment Business Overview 13
1.2 Alumina 15
1.3 Aluminum nitride & SiC 15
1.4 CVD SiC 16
1.5 Al2O3 / HPA 16
1.6 Other Materials 16
1.7 M & A 16
2 Scope, Purpose and Methodology 8
2.1 Scope 18
2.2 Purpose 18
2.3 Methodology 18
2.4 Overview of Other TECHCET CMR™ Reports 19
3 Market Outlook 20
3.1 Semiconductor Industry Market Status & Outlook 20
3.2 Global Economy 20
3.2.1 Semiconductor Industries Ties to the Global Economy 22
3.2.2 Semiconductor Sales Growth 22
3.2.3 Taiwan Monthly Sales Trends 23
3.2.4 Semiconductor Industry Outlook 24
3.2.5 Semiconductor Units and Wafer Shipment Growth Forecast 25
3.3 Electronic Goods Market 26
3.3.1 Smartphones 26
3.3.2 PC Unit Shipments 27
3.4 Automotive Sales 28
3.4.1 Automotive Sales and Impact on Semiconductor Sales 28
3.4.2 Electric Vehicle (EV) Market Trends 29
3.4.3 Increase in Semiconductor Content for Autos 30
3.4.4 Semiconductor Content by Automotive Electronic System 31
3.4.5 Servers / IT 31
3.5 Semiconductor Fabrication Growth & Expansion 32
3.5.1 Equipment Spending Trends 32
3.5.2 Overall China Market Trends 35
3.5.3 Policy & Trade Trends and Impact 36
3.5.4 Policy and Trade Issues 36
3.5.5 U.S. CHIPS Act 37
3.5.6 Other Semiconductor Funding Activity 37
3.6 Semiconductor Materials Outlook 38
3.6.1 Wafer Start Growth 38
3.6.2 Materials Forecast 40
4 Material Market Drivers & Dynamics 42
4.1 Ceramic Material Applications and Suppliers 42
4.1.1 Thermal Processes 44
4.1.2 Dry Etching Process 45
4.1.3 Deposition: Plasma CVD and PVD 45
4.1.4 Epitaxial Process 45
4.2 Material Shortages and Supply Chain Constraints 46
4.3 Materials Trends (no significant changes since 2020) 47
4.4 Technical Drivers / Material Changes and Transitions
(no significant changes since 2020) 47
4.4.1 Material Trends for the Leading-Edge 48
4.4.2 Trends/Impact/Status of Legacy Materials
(200 mm & 150 mm) 48
4.5 Comment on Regional Trends/Drivers – China & Taiwan 49
4.6 EHS, Logistic, AND Exogenous (Weather) Market Issues 50
5 Supplier Market Landscape 52
5.1 Ceramics Overall Market Size and Forecast 52
5.1.1 Ceramic Components Fabricators: 53
5.2 Ceramic Suppliers Total Market Share Roll-up 56
5.2.1 COVID19 Impact on Ceramic Fabrication 57
5.3 Ceramic Component Market Summary 58
5.3.1 2020 to 2021 Market Dynamics – OEMS and Chip Fabs 59
5.4 M&A Activity 61
5.5 Expansions or New Plants of Existing Suppliers 62
5.6 Suppliers or parts/product line that are
at risk of discontinuation 63
5.7 Pricing Trends 63
5.8 Aluminum Nitride (AlN) Market Segment 64
5.8.1 AlN Competitive Market Shares & Activity
(no significant changes since 2020) 66
5.9 Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) Components 67
5.9.1 Tech Trends & Opportunities for Al2O3 69
5.10 Silicon Carbide / CVD SiC Market Segment 71
5.10.1 CVD SiC 75
5.10.2 Alternatives to SiC Component Technology 77
5.11 Ceramics Market Regional Activity 77
5.12 Ceramic Fabrication by Process Segment 78
6 Sub tier material supply chain 80
6.1 Sub-Tier, Ceramic Blank Manufacturers
(no significant changes since 2020) 80
6.2 Aluminia (Al2O3) Production Process 81
6.2.1 Vertically Integrated Alumina Producers 84
6.3 Silicon Carbide – SiC Sub-tier Players & Price Points 84
6.4 Yttria Powder Production Players & Price Points 85
6.5 M&A of Raw Materials Companies 85
6.6 New Plants or Expansions 86
6.7 Plant Closures & Products at risk of discontinuation 86
7 Supplier profiles (Fabricators) 87
7.1 Applied Ceramics 87
7.1.1 Business Segments 87
7.1.2 Regions Served 88
7.1.3 Sales Reps and Distributors 88
7.2 Ariake Material Company 89
7.2.1 Business Segments 89
7.2.2 Financial Overview 90
7.2.3 Manufacturing Locations, Capabilities, and Accreditations 90
7.2.4 Sales Reps and Distributors by Region 90
7.3 Asahi Glass Company, Ltd. (AGC) 91
7.3.1 Business Segments 91
7.3.2 Financial Overview 92
7.3.3 News 92
7.3.4 Key Customers 92
7.3.5 Manufacturing Locations, Capabilities, and Accreditations 92
7.3.6 Sales Reps and Distributors by Region 93
7.4 Asuzac 94
7.4.1 Business Segments 94
7.4.2 Financial Overview 94
7.4.3 Manufacturing Locations, Capabilities, and Accreditations 94
7.4.4 Sales Reps and Distributors by Region 95
7.5 Carborundum Universal Ltd (CUMI) 95
7.5.1 Business Segments 95
7.5.2 Fiscal Year Financial Overview 96
7.5.3 Manufacturing Locations, Capabilities, and Certifications 96
7.5.4 JVs and Partnerships 96
7.6 Ceradyne (3M) 97
7.6.1 Business Segments 97
7.6.2 Fiscal Year Financial Overview 97
7.6.3 JVs and Partnerships 97
7.7 Ceramic Tech 97
7.7.1 Business Segments 98
7.7.2 Recent Company Specific News and New Product Offerings 98
7.7.3 Manufacturing Locations, Capabilities, and Certifications 98
7.7.4 Sales Reps and Distributors 99
7.8 CeramTec 99
7.8.1 Business Segments 99
7.8.2 Fiscal Year Financial Overview 100
7.8.3 Manufacturing Locations, Capabilities, and Certifications 100
7.8.4 Recent Company Specific News and New Product Offerings 101
7.8.5 JVs and Partnerships 102
7.8.6 Sales Reps and Distributors 102
7.9 CoorsTek, Inc. 103
7.9.1 Business Segments 104
7.9.2 Manufacturing Locations, Capabilities, and Certifications 104
7.9.3 Recent Company Specific News and New Product Offerings 106
7.9.4 JVs and Partnerships 107
7.9.5 Sales Reps and Distributors 107
7.10 Dow DuPont (DuPont Electronics & Imaging) 108
7.10.1 Business Segments 108
7.10.2 Fiscal Year Financial Overview 109
7.10.3 Recent Company Specific News and New Product Offerings 109
7.10.4 Sales Reps and Distributors Locations 110
...and many more
8 Appendices 187
FIGURES
Figure 1: Total Ceramics Market Forecast and
Growth Estimates (2018-2025) 13
Figure 2: Global Economy and the Electronics Supply Chain(2020) 22
Figure 3: Worldwide Semiconductor Sales 23
Figure 4: Monthly Sales Trends of Taiwan
Outsource Manufacturers 24
Figure 5: Semiconductor Revenues 2021 25
Figure 6: Semiconductor Wafer Area Shipments 25
Figure 7: 2020 Semiconductor Chip Applications 26
Figure 8: Mobile Phone Shipments WW Estimates 27
Figure 9: PC Notebook Shipments 27
Figure 10: U.S. Automotive Sales 28
Figure 11: Monthly Automotive Sales Trends 29
Figure 12: Global EV Trends 30
Figure 13: Semiconductor Spend per Vehicle Type 30
Figure 14: Semiconductor Content by Automotive Application 31
Figure 15: 3-month Average Semiconductor Equipment Billings 32
Figure 16: Capital Spending Trends by Technology Node 33
Figure 17: Overview of Logic Roadmap Trends 33
Figure 18: China IC Market and Production Trends 35
Figure 19: Leading-Edge Device Node Wafer Starts 38
Figure 20: Other Logic (12nm & above) and Device Wafer Starts 39
Figure 21: Global Semiconductor Materials Outlook 41
Figure 22: Ceramic Products for Semiconductor Applications 43
Figure 23: Fabricated Ceramics Components for Thermal Process 44
Figure 24: Fabricated Ceramics Components for
Dry Etching Process 45
Figure 25: Total Ceramics Market Forecast and
Growth Estimates (2018-2025) 53
Figure 26: 2020 Market Shares for All Ceramics
(incl. SiC/CVD SiC) 56
Figure 27: WW Ceramics Components Forecast 59
Figure 28: Aluminum Nitride (AlN) Components Forecast
and Growth Estimate 64
Figure 29: AlN Parts Fabricator Market Share Estimates
(as a % of total revenues) 67
Figure 30: Alumina (+ other oxides) Component Revenue
Forecast Estimate 68
Figure 31: Alumina + BN, YtO, ZrO Parts Fabricator Market
Share Estimate (as a % of total revenues) 69
Figure 32: Al2O3 Semiconductor Components Revenues ($M's) 70
Figure 33: 99.8% and HPA (99.99) Alumina Components
Forecast (metric tons) 71
Figure 34: Silicon Parts, SiC Segments as a Percent of
Total Revenues 72
Figure 35: CVD Components Market Revenues ($M's USD) 72
Figure 36: SiC (+ CVD SiC) Components Market Shares
(as a % of total revenues) 74
Figure 37: CVD SiC Components Market Forecast 75
Figure 38: CVD SiC Components by Share of Application
(as % of total revenues) 76
Figure 39: CVD SiC Components Relative Pricing 77
Figure 40: 2020 Regional Shares of Equipment Components
(% of end-use location) 78
Figure 41: Equipment and Silicon Parts Demand by for Logic
and DRAM Technology Nodes 79
Figure 42: Global Bauxite Mining Locations
(as a % of total metric tons) 82
Figure 43: Alumina Production by Region
(as a % of total metric tons) 83
Figure 44: Specialty Alumina Powder by Supplier
(Raw Material as a % of total metric tons) 83
TABLES
Table 1: Ceramic Segment Revenues and CAGRs 15
Table 2: 2021 TECHCET Critical Material Reports 19
Table 3: Global GDP and Semiconductor Revenues* 20
Table 4: World Bank World Economic Outlook 21
Table 5: Data Center Systems and Communication
Services Forecast 2021 32
Table 6: Recent Investment and Fab/Plant Expansion Activity 34
Table 7: US Chips Act Provisions 37
Table 8: Total Fabricated Ceramic Components Revenue
History and Forecast* 52
Table 9: Ceramic Fabricators (including SiC) Offerings 54
Table 10: 2020 TECHCET WW Ceramics Components 5-year Forecast 59
Table 11: Total SIC Components Market Revenues Forecast
and CVD SiC Split ($M’s USD) 74
Table 12: Ranking of Ceramic Blank Manufacturers 81
Table 13: Product Offerings and Purity of Leading
Alumina Powder Producers 84
Table 14: High Purity Silicon Carbide Powder Producers Ranking 85
Table 15: Ceramic Powder Suppliers & Capabilities 191
Table 16: High Purity Alumina Nitride Powder Producers Ranking 193
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