CMP Slurry, Pads, & Conditioners-NEW

$8,599.00

• Contains information on the overall market dynamics
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Includes supply-chain, market, and technical trends information relating to CMP pads, slurry, and disks as used for semiconductor device manufacturing.
• Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments

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 for a PDF download of the full table of contents

1 EXECUTIVE SUMMARY 8 
 1.1 2021 CMP PADS AND SLURRIES			                9
 1.2 KEY POINTS				                        10
 1.3 CMP CONSUMABLES REVENUES			                11
 1.4 CMP CONSUMABLES MARKET TRENDS			        12
 1.5 CMP CONSUMABLES TECHNOLOGY TRENDS		                13
 1.6 COMPETITIVE LANDSCAPE 			                14
 1.7 SLURRY SUPPIER MARKET SHARES			        15
 1.8 CMP PAD SUPPLIER MARKET SHARES			        16
 1.9 EHS ISSUES/CONCERNS				        17
 1.10 ANALYST ASSESSMENT 				        18
2 SCOPE, PURPOSE AND METHODOLOGY  19 
 2.1 SCOPE					                20
 2.2 PURPOSE					                21 
 2.3 METHODOLOGY				                22
 2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS		        23
3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK 24  
 3.1 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK	        25
 3.2 WORLDWIDE ECONOMY				                26
 3.2.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY	28
 3.2.2 SEMICONDUCTOR SALES GROWTH			        29
 3.2.3 TAIWAN MONTHLY SALES TRENDS		 	        30
 3.2.4 SEMICONDUCTOR INDUSTRY OUTLOOK			        31
 3.2.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST	32
 3.3 ELECTRONIC GOODS MARKET			                33
 3.3.1 SMARTPHONES				                34
 3.3.2 PC UNIT SHIPMENTS				        35
 3.3.3 AUTOMOTIVE SALES				                36
 3.3.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES	37
 3.3.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS		        38
 3.3.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS	        39
 3.3.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM 	40
 3.3.4 SERVERS / IT				                41
 3.3.4.1 SERVERS / IT, CONTINUED – FORECASTS		        42
 3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION	        43
 3.4.1 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST	44
 3.4.2 EQUIPMENT SPENDING TRENDS3.4.2.1  RECENT INVESTMENT 
       AND FAB/PLANT EXPANSION ACTIVITY			        45
 3.4.2.1 Recent Investment and Fab/Plant Expansion Activity     48
 3.4.3 OVERALL CHINA MARKET TRENDS			        50
 3.5 POLICY & TRADE TRENDS AND IMPACT			        52
 3.5.1 POLICY AND TRADE ISSUES			                53
 3.5.2 U.S. CHIPS ACT				                55
 3.5.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY		        56
 3.6 SEMICONDUCTOR MATERIALS OUTLOOK			        57
 3.6.1 LEADING EDGE NODES DRIVE MATERIALS GROWTH		58
 3.6.2 SEMICONDUCTOR PROCESS MATERIALS MARKET FORECAST	        59
 3.6.3 TECHCET FORECAST METHODOLOGY			        60
4 CMP CONSUMABLES MARKET TRENDS   61
 4.1 CMP MARKET DRIVERS				                62
 4.2 MATERIAL SUPPLY CHAIN RISKS & CONSTRAINTS		        63
 4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 	64
 4.3.1 TECHNICAL TRENDS IN ADVANCED PACKAGING		        66
 4.3.2 TECHNICAL TRENDS IN SIC			                70 
 4.4 REGIONAL TRENDS/DRIVERS			                74
 4.5 EHS, LOGISTIC PACKAGING & RECLAIM ISSUES		        78
 4.5.1 EHS & SDS DISCLOSURES				        79
 4.5.2 LOGISTIC AND PACKAGING ISSUES 			        80
 4.5.3 DISPOSAL / RECLAIM 				        81
5 CMP SLURRY MARKET LANDSCAPE	82
 5.1 CMP SLURRY M&A ACTIVITY			                83
 5.2 NEW CMP SLURRY PLANTS AND NEW ENTRANTS		        84
 5.3 CMP SLURRY PLANT CLOSURES AND PRODUCT DISCONTINUATIONS	85
 5.4 NEW CMP SLURRY ENTRANTS			                86
 5.5 SLURRY SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE 
     AT RISK OF DISCONTINUATIONS				87
 5.6 CMP SLURRY PRICING TRENDS			                88
 5.6.1 CMP SLURRY PRICING TRENDS FOR COMMON SLURRIES	        89
 5.6.2 CMP SLURRY PRICING TRENDS FOR ADVANCED INTEGRATIONS	90
 5.7 CMP SLURRY MARKET LANDSCAPE			        91
 5.7.1 CMP SLURRY MARKET OVERVIEW			        92
 5.7.2 MARKET SIZE AND FORECAST			                93
 5.7.3 APPLICATION SEGMENTS AS A PERCENT OF TOTAL REVENUES	94
 5.7.4 SLURRY VOLUME $ BY APPLICATION			        95
 5.7.5 SLURRY MARKET TRENDS				        96
 5.7.6 MARKET SIZE SLURRY APPLICATION			        97
 5.7.7 MARKET SHARE BY SLURRY APPLICATION		        98
 5.7.7.1 OXIDE (CERIA) SLURRIES – MARKET SHARES		        99
 5.7.7.2 HKMG SLURRIES				                100
 5.7.7.3 POLYSILICON SLURRIES				        103
 5.7.7.4 OXIDE (SILICA) SLURRIES			        105
 5.7.7.5 TUNGSTEN SLURRIES				        106
 5.7.7.6 COBALT SLURRIES				        108
 5.7.7.7 COPPER BULK SLURRIES 			                110
 5.7.7.8 COPPER BARRIER SLURRIES			        113
 5.8 SUPPLIER MARKET SHARES				        115
 5.9 INTELLECTUAL PROPERTY CONCERNS			        116
 5.10 ANALYST ASSESSMENT AND SLURRY SUMMARY		        117
 5.11 SLURRY RAW MATERIAL SOURCES			        121
 5.11.1 SLURRY RAW MATERIAL SOURCES			        122
 5.11.2 RAW SUPPLY CHAIN DISRUPTORS			        123
 5.11.3 RAW MATERIALS M&A ACTIVITY-NONE			        125
 5.11.4 RAW MATERIAL EHS AND LOGISTICS ISSUES		        126
 5.11.5 TO 5.11.8 MARKET RESEARCH INDICATE
        NO CHANGE IN ACTIVITY                                   127
 5.11.9 RAW MATERIAL PRICING TRENDS			        128
6 CMP PAD MARKET LANDSCAPE	129
 6.1 PAD SUPPLY CHAIN M&A ACTIVITY			        130
 6.2 NEW PAD PLANTS AND NEW ENTRANTS			        131
 6.3 PAD PLANT CLOSURES-NONE			                133
 6.4 NEW PAD SUPPLY CHAIN ENTRANTS-NONE		                134
 6.5 SUPPLIERS OR PADS AT RISK OF DISCONTINUANCE		136
 6.6 CMP PAD MARKET SIZE AND FORECAST			        137
 6.6.1 CMP Pad Market Overview			                138
 6.6.2 CMP Pad Market Size and Forecast			        139
 6.7 CMP PAD MARKET SHARE				        144
 6.8 CMP PAD SUB-TIER				                147 
 6.8.1 MANUFACTURING COST DRIVERS		             	148
 6.9 CMP PAD MARKET ANALYST ASSESSMENT			        150
7 SUPPLIER PROFILES	155
 Ace NanoChem
 Anji micro Shanghai
 Asahi Glass
 BASF
 Cabot Microelectronics
 Dupont
 Eminess Technologies, Inc.
 Ferro
 FujiFilm Planar Solutions
 Fujimi Corp.
 Hitachi Chemical
 JSR Corporation
 KC Tech Company
 Nalco Company (Ecolab)
 NITTA DuPont Incorporated (Nita-Haas)
 Sinmat
 Versum (Merck KGaA/EMD/AZ)
 Abrasive Technology
 Ehwa Diamond
 Kinik
 Saesol Diamond
 Shinhan Diamond Industrial Co.
 3M 
 Cabot electronic materials
 Fujibo Holdings, Inc.
 IV Technologies Co
 Rogers Corp
 Sekisui Voltek
 Thomas West, Inc. (TWI)
 Baikowski
 Cabot Corporation
 Eka Chemical/Akzo Nobel/ Nouryon
 Elchem ASA
 Evonik Industries AG
 Fuso Chemical Company
 General Engineering & Research
 W.R. Grace & Company
 Merck KGaA/EMD/AZ
 Mitsui Mining and Smelting Co/Mitsui Kinzoku
 Nanophase Technologies Corporation
 Precision Colloids
 Saint Gobain
 Showa Denko
 Solvay
 UK ABRASIVES
 Wacker Chemie AG 
8 HISTORICAL SUMMARY OF COMPANY MERGERS AND REFERENCES FOR THE READER	350
APPENDIX	354
TABLE OF FIGURES 
FIGURE 1: CMP CONSUMABLES MARKET SIZE			        9
FIGURE 2: CMP PAD AND SLURRY SUPPLIERS SHARE AS A % OF 
          TOTAL REVENUES				        14
FIGURE 3: 2020 OVERALL SLURRY MARKET SHARE BY  SUPPLIER	        15
FIGURE 4: CMP PAD MARKET SHARE			                16
FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS 
          SUPPLY CHAIN (2020)				        28
FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES 		        29
FIGURE 7: WORLDWIDE SEMICONDUCTOR SALES 
         (TSMC, UMC, VIS, ASE, CHIPMOS, KYEC) 			30
FIGURE 8: SEMICONDUCTOR REVENUES 2021			        31
FIGURE 9: SEMICONDUCTOR WAFER AREA SHIPMENTS		        32
FIGURE 10: SEMICONDUCTOR CHIP APPLICATIONS		        33
FIGURE 11: MOBILE PHONE SHIPMENTS WW ESTIMATES 		        34
FIGURE 12: PC NOTEBOOK SHIPMENTS			        35
FIGURE 13 : U.S. AUTOMOTIVE SALES			        36
FIGURE 14: MONTHLY AUTOMOTIVE SALES TRENDS		        37
FIGURE 15: GLOBAL EV TRENDS			                38
FIGURE 16: SEMICONDUCTOR SPEND PER VEHICLE TYPE		        39
FIGURE 17: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION	40
FIGURE 18: AMAZON SERVER FARM			                41
FIGURE 19: SEMICONDUCTOR WAFER AREA SHIPMENTS		        44
FIGURE 20: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS	45
FIGURE 21: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE	        46
FIGURE 22: OVERVIEW OF LOGIC ROADMAP TRENDS		        47
FIGURE 23: CHINA IC MARKET AND PRODUCTION TRENDS		50
FIGURE 24: ADVANCED NODES WAFER START HISTORY AND FORECAST      58
FIGURE 25: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK		59
FIGURE 26: INCREASING IMPACT OF MATERIALS INNOVATION ON 
           CHIP PERFORMANCE				        65
FIGURE 27: ADVANCED PACKAGING ROADMAP		                67
FIGURE 28: CMP OPPORTUNITIES IN ADVANCED PACKAGING	        68
FIGURE 29: RDL CHALLENGES FOR ADVANCED PACKAGING		69
FIGURE 30: SIC DEVICE MARKET GROWTH			        72
FIGURE 31: SILICON CARBIDE DEVICE MARKET FOR VARIOUS GREEN 
           ENERGY APPLICATIONS				        73
FIGURE 32: JUNE 2021 CMP SLURRY REVENUE BY APPLICATION 
           2020-2025 CAGR 5.3%					93
FIGURE 33: SLURRY APPLICATIONS AS A PERCENT OF TOTAL REVENUES 
           ESTIMATE (PIE CHART)				        94
FIGURE 34: SLURRY VOLUME $ BY APPLICATION		        95
FIGURE 35: OXIDE (CERIA) SLURRY MARKET SHARES		        99
FIGURE 36: HKMG/FRONT-END SLURRY MARKET SHARES		        100
FIGURE 37: MEMS CMP CROSS SECTION			        103
FIGURE 38: POLYSILICON SLURRY MARKET SHARES		        104
FIGURE 39: OXIDE (SILICA) SLURRY MARKET SHARES		        105
FIGURE 40: TUNGSTEN SLURRY MARKET SHARES		        106
FIGURE 41: COBALT SLURRY MARKET SHARES			        108
FIGURE 42: CU-BULK SLURRY MARKET SHARES			        110
FIGURE 43: CU-BARRIER CMP SLURRY MARKET SHARE		        113
FIGURE 44: 2020 OVERALL SLURRY MARKET SHARE BY SUPPLIER	        115
FIGURE 45: SLURRY REVENUE (% OF TAM) BY APPLICATION		117
FIGURE 46: 2021 CMP PAD REVENUE FORECAST BY WAFER SIZE	        140
FIGURE 47: 2021 CMP PAD REVENUE FORECAST BY WAFER SIZE	        141
FIGURE 48: 2021 300 MM CMP PAD FORECAST BY PROCESS		142
FIGURE 49: 2021 200 MM CMP PAD FORECAST BY PROCESS		143
FIGURE 50: 2021 CMP PAD SUPPLIER MARKET SHARE		        145
FIGURE 51: PAD COST STRUCTURE			                149
FIGURE 52: CMP FOR IC MANUFACTURING PROCESS		        355
FIGURE 53: IC1000 LIKE PAD CROSS-SECTION			366
FIGURE 54: IC1000 SEM CROSS-SECTION			        367		 
TABLES 
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*		        10
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*		        26
TABLE 3: IMF WORLD ECONOMIC OUTLOOK* 			        27
TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 
         FORECAST 2021				                42
TABLE 5: SPENDING/ INVESTMENT/(POSSIBLE) ACQUISITION TRENDS	48
TABLE 6: US CHIPS ACT PROVISIONS			        55
TABLE 7: 2021 SLURRY MARKET LEADERS AND TAM BY APPLICATION	97
TABLE 8: TABLE OF 2021 SLURRY SUPPLIERS			        120
TABLE 9: TABLE OF 2021 ABRASIVE SUPPLIERS			124
TABLE 10: CMP PAD SUPPLIERS				        146
TABLE 11: PHYSICAL AND ELECTRICAL PROPERTY COMPARISON OF 
          SI AND SIC					        358		

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