Ceramics / SiC-NEW

$8,599.00

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.

TECHCET Reports can be Included with CMC Associate Membership, and include Quarterly Updates for most CMR, emailed Analyst’s Alerts of breaking news, and phone consultation with the analyst – Click Here for Membership Info!

Description

Click here to view the full Table of Contents

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
7.11 Entegris	                                                110
7.11.1 Business Segments	                                111
7.11.2 Fiscal Year Financial Overview	                        112
7.11.3 Recent Company Specific News and New Product Offerings	112
7.11.4 JVs and Partnerships	                                112
7.11.5 Sales Reps and Distributors	                        112
7.12 Ferrotec Corporation	                                113
7.12.1 Business Segments	                                113
7.12.2 Fiscal Year Financial Overview	                        113
7.12.3 Recent Company Specific News and New Product Offerings	113
7.12.4 Manufacturing Locations,Capabilities, and Certifications	114
7.12.5 JVs and Partnerships	                                114
7.12.6 Sales Reps and Distributors	                        115
7.13 ADMAP INC. (Ferrotec Holding Company)	                115
7.13.1 Business Segments	                                116
7.13.2 Financial Overview	                                116
7.13.3 News	                                                116
7.13.4 Key Customers	                                        117
7.13.5 Manufacturing Locations,Capabilities, and Accreditations	117
7.13.6 JVs and Partnerships	                                117
7.13.7 Sales Reps and Distributors by Region	                117
7.14 Fiven (SiC group from Saint-Gobain)	                118
7.14.1 Business Segments	                                119
7.14.2 Fiscal Year Financial Overview	                        119
7.14.3 Recent Company Specific News and New Product Offerings	119
7.14.4 Manufacturing Locations,Capabilities, and Certifications	120
7.14.5 JVs and Partnerships	                                120
7.15 Gran Systems Co., LTD.	                                121
7.15.1 Business Segments	                                121
7.15.2 Regions Served	                                        121
7.15.3 Manufacturing Locations,Capabilities, and Certifications	121
7.15.4 TECHCET Analyst Assessment	                        121
7.16 H.C. Starck GmbH (Fabricator and Powder Mgr.)	        122
7.16.1 Business Segments	                                122
7.16.2 Fiscal Year Financial Overview	                        122
7.16.3 Recent Company Specific News and New Product Offerings	122
7.16.4 Manufacturing Locations,Capabilities, and Certifications	123
7.16.5 JVs and Partnerships	                                123
7.17 HANA Materials Inc. - Company Overview	                124
7.17.1 Business Segments	                                124
7.17.2 Electronic materials products offered:	                124
7.17.3 Regions Served	                                        127
7.17.4 Key Customers	                                        127
7.17.5 Fiscal Year Financial Overview	                        127
7.17.6 JVs and Partnerships	                                128
7.17.7 Sales Reps and Distributors	                        128
7.17.8 TECHCET Analyst Assessment	                        128
7.18 Hitachi Chemical	                                        128
7.18.1 Business Segments	                                129
7.18.2 Financial Overview	                                130
7.18.3 News	                                                130
7.18.4 Key Customers	                                        131
7.18.5 Manufacturing Locations,Capabilities, and Accreditations	131
7.18.6 JVs and Partnerships	                                131
7.18.7 Sales Reps and Distributors by Region	                132
7.19 KoMiCo Ltd. – Coatings	                                134
7.19.1 Business Segments	                                134
7.19.2 Fiscal Year Financial Overview	                        135
7.19.3 Recent Company Specific News and New Product Offerings	135
7.19.4 Manufacturing Locations,Capabilities, and Certifications	136
7.19.5 Sales Reps and Distributors	                        136
7.20 KYOCERA Corporation	                                137
7.20.1 Business Segments	                                137
7.20.2 Financial Overview	                                138
7.20.3 News	                                                138
7.20.4 Manufacturing Locations,Capabilities, and Accreditations	139
7.20.5 Sales Reps and Distributors by Region	                140
7.21 Maruwa Co., LTD.	                                        140
7.21.1 Business Segments	                                141
7.21.2 Financial Overview	                                141
7.21.3 Manufacturing Locations,Capabilities, and Accreditations	141
7.21.4 JVs and Partnerships	                                142
7.21.5 Sales Reps and Distributors by Region	                142
7.22 Bridgestone Inc. / Merged to Maruwa	                142
7.22.1 Business Segments	                                143
7.22.2 Financial Overview	                                144
7.22.3 News	                                                144
7.23 Mersen	                                                145
7.23.1 Business Segments	                                145
7.23.2 Fiscal Year Financial Overview	                        146
7.23.3 Recent Company Specific News and New Product Offerings	146
7.23.4 Manufacturing Locations,Capabilities, and Certifications	146
7.23.5 JVs and Partnerships	                                146
7.23.6 Sales Reps and Distributors	                        147
7.24 Modern Ceramics	                                        147
7.24.1 Business Segments	                                147
7.24.2 Manufacturing Locations,Capabilities, and Certifications	147
7.25 Momentive Performance Ceramics	                        148
7.25.1 Business Segments	                                148
7.25.2 Recent Company Specific News and New Product Offerings	149
7.25.3 Manufacturing Locations,Capabilities, and Certifications	150
7.25.4 JVs and Partnerships	                                151
7.25.5 Sales Reps and Distributors	                        151
7.26 Morgan Technical Ceramics	                                151
7.26.1 Business Segments	                                152
7.26.2 Manufacturing Locations,Capabilities, and Certifications	153
7.26.3 Sales Reps and Distributors	                        155
7.27 NGK Insulators, Ltd.	                                155
7.27.1 Business Segments	                                156
7.27.2 Financial Overview	                                156
7.27.3 Manufacturing Locations,Capabilities, and Accreditations	156
7.27.4 JVs and Partnerships	                                157
7.27.5 Sales Reps and Distributors by Region	                157
7.28 NTK (Nihon) Ceratec Co., Ltd.	                        158
7.28.1 Business Segments	                                158
7.28.2 Financial Overview	                                159
7.28.3 Manufacturing Locations,Capabilities, and Accreditations	159
7.28.4 JVs and Partnerships	                                159
7.28.5 Sales Reps and Distributors by Region	                159
7.29 Precision Ceramics	                                        160
7.29.1 Business Segments	                                160
7.29.2 Recent Company Specific News and New Product Offerings	160
7.29.3 Manufacturing Locations,Capabilities, and Certifications	161
7.29.4 Key Customers	                                        161
7.29.5 Sales Reps and Distributors	                        161
7.30 SGL Carbon GmbH	                                        162
7.30.1 Business Segments	                                162
7.30.2 Fiscal Year Financial Overview                     	163
7.30.3 Recent Company Specific News and New Product Offerings	163
7.30.4 Manufacturing Locations,Capabilities, and Certifications	163
7.30.5 Sales Reps and Distributors	                        163
7.31 Shanghai Companion Precision Ceramics Co.,Ltd.	        164
7.31.1 Business Segments	                                164
7.31.2 Manufacturing Locations,Capabilities, and Certifications	165
7.31.3 Sales Reps and Distributors	                        165
7.32 SKC Solmics Co., Ltd.	                                165
7.32.1 Business Segments	                                165
7.32.2 Manufacturing Locations,Capabilities, and Certifications	166
7.32.3 Sales Reps and Distributors	                        167
7.33 Superior Technical Ceramics Corp. (STC)	                169
7.33.1 Business Segments	                                169
7.33.2 Recent Company Specific News and New Product Offerings	170
7.33.3 Manufacturing Locations,Capabilities, and Certifications	170
7.33.4 JVs and Partnerships	                                170
7.34 Tokai Carbon Korea Co., Ltd.	                        171
7.34.1 Business Segments	                                171
7.34.2 Fiscal Year Financial Overview	                        171
7.34.3 Manufacturing Locations,Capabilities, and Certifications	172
7.35 Tokuyama Corporation	                                172
7.35.1 Business Segments	                                172
7.35.2 Financial Overview	                                173
7.35.3 News	                                                173
7.35.4 Manufacturing Locations,Capabilities, and Accreditations	173
7.35.5 JVs and Partnerships	                                174
7.35.6 Sales Reps and Distributors by Region	                174
7.36 Toyo Tanso Co., LTD.	                                176
7.36.1 Business Segments	                                177
7.36.2 Financial Overview	                                177
7.36.3 News	                                                177
7.36.4 Manufacturing Locations,Capabilities, and Accreditations	177
7.36.5 JVs and Partnerships	                                178
7.36.6 Sales Reps and Distributors by Region	                178
7.37 US Technical Ceramics, Inc. (USTC)	                        180
7.37.1 Business Segments	                                180
7.37.2 Manufacturing Locations,Capabilities, and Certifications	181
7.38 Watlow Electric MFG Co (CRC Division)	                181
7.38.1 Business Segments	                                181
7.38.2 Manufacturing Locations,Capabilities, and Certifications	182
7.38.3 Recent Company Specific News and New Product Offerings	182
7.38.4 JVs and Partnerships	                                182
7.38.5 Sales Reps and Distributors	                        183
7.39 Worldex	                                                183
7.39.1 Business Segments	                                183
7.39.2 Fiscal Year Financial Overview	                        183
7.39.3 Manufacturing Locations,Capabilities, and Certifications	184
7.39.4 JVs and Partnerships	                                184
7.39.5 Sales Reps and Distributors	                        184
7.40 Xycarb Ceramics (now Schunk Xycarb Technology)	        185
7.40.1 Business Segments	                                185
7.40.2 Fiscal Year Financial Overview	                        186
7.40.3 Recent Company Specific News and New Product Offerings	186
7.40.4 Manufacturing Locations,Capabilities, and Certifications	186
7.40.5 Sales Reps and Distributors	                        186
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

Reviews

There are no reviews yet.

Be the first to review “Ceramics / SiC-NEW”

Your email address will not be published.

0

Your Cart