CMP Slurry & Pads Market Report CMR- NEW

$8,900.00

• Contains information on the semiconductor related CMP Pads & Slurry 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 CMP Pads & Slurry suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments

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Description

Market Research & Supply-Chain Analysis Report on CMP Slurry & Pads used for Semiconductor Device Manufacturing

Click here for a PDF download of the full table of contents

1 EXECUTIVE SUMMARY 11 
 1.1 CMP CONSUMABLES MARKET OVERVIEW 				12
 1.2 CMP CONSUMABLES REVENUE TRENDS 				13
 1.3 MARKET TRENDS IMPACTING CMP CONSUMABLES OUTLOOK 		14
 1.4 YEAR 2021 IN REVIEW 					15
 1.5 CMP CONSUMABLES FORECASTS BY MATERIAL SEGMENT 		16
 1.5.1 CMP SLURRIES 5-YEAR REVENUE FORECAST 			17
 1.5.2 CMP PADS 5-YEAR REVENUE FORECAST 			18
 1.6  TECHNOLOGY TRENDS 					19
 1.7  SLURRY SUPPLIER COMPETITIVE LANDSCAPE 			20
 1.8  PAD SUPPLIER COMPETITIVE LANDSCAPE 			21
 1.9  ANALYST ASSESSMENT 					22

2 SCOPE, PURPOSE AND METHODOLOGY  24 
 2.1 SCOPE 							25
 2.2 PURPOSE 							26
 2.3 METHODOLOGY 						27
 2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 			28

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 29  
 3.1 WORLDWIDE ECONOMY 						30
 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 	32
 3.1.2 SEMICONDUCTOR SALES GROWTH				33
 3.1.3 TAIWAN MONTHLY SALES TRENDS				34
 3.2 ELECTRONIC GOODS MARKET 					35
 3.2.1 SMARTPHONES 						36
 3.2.2 PC UNIT SHIPMENTS					37
 3.2.1.1 ELECTRIC VEHICLE (EV) MARKET TRENDS			38
 3.2.1.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS		39
 3.2.3 SERVERS / IT MARKET					40
 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 		41
 3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY			42
 3.3.2 WW FAB EXPANSION DRIVING GROWTH 				43
 3.3.3 EQUIPMENT SPENDING TRENDS				44
 3.3.4 TECHNOLOGY ROADMAPS					45
 3.3.5 FAB INVESTMENT ASSESSMENT				46
 3.4 POLICY & TRADE TRENDS AND IMPACT 				47
 3.4.1 POLICY AND TRADE ISSUES					48
 3.5 SEMICONDUCTOR MATERIALS OUTLOOK 				49
 3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION 
       SCHEDULES?						50
 3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD	51
 3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026		52
 3.5.4  TECHCET WAFER START FORECAST				53
 3.5.5 TECHCET’S MATERIALS FORECAST 				54

4 CMP CONSUMABLES MARKET TRENDS   55
 4.1 CMP CONSUMABLES MARKET TRENDS 				56
 4.2 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 	57
 4.2.1 3D NAND ROADMAP						59
 4.2.2 3D NAND XTACKING						60
 4.2.3 TECHNICAL TRENDS IN ADVANCED PACKAGING			61
 4.2.4 TECHNICAL TRENDS IN ADVANCED PACKAGING CONTINUE 		62
 4.2.5  CMP FOR TSV						63
 4.2.6  CHALLENGES FACING REDISTRIBUTION LAYER (RDL) PROCESSES	64
 4.3 TECHNICAL TRENDS IN COMPOUND SEMICONDUCTOR 		65
 4.3.1 SILICON CARBIDE POWER DEVICE REVENUE			66
 4.3.2 SILICON CARBIDE WAFER SUPPLY AND DEMAND			67
 4.3.3 CMP OF SILICON CARBIDE 					68
 4.3.4 SILICON CARBIDE DEFECTS					69
 4.3.5 CMP CHALLENGES IN SILICON CARBIDE			70
 4.4 REGIONAL TRENDS 						71
 4.4.1 REGIONAL TRENDS AND DRIVERS				72
 4.5 EHS AND LOGISTIC ISSUES 					74
 4.5.1 EHS ISSUES FOR NEW MATERIALS				75
 4.5.2 LOGISTIC ISSUES 						76
 4.5.3 EHS ISSUES FOR SLURRY DISPOSAL, RECYCLING AND RECLAIM	77

5 CMP SLURRY MARKET SHARES	78
 5.1 CMP SLURRIES 5-YEAR REVENUE FORECAST 			79
 5.2 CMP SLURRIES 5-YEAR FORECAST BY UNITS 			80
 5.3 CMP SLURRY MARKET LEADERS 					81
 5.3.1 TOTAL SLURRY MARKET SHARE				82
 5.3.2 OXIDE (CERIA) SLURRY MARKET				83
 5.3.2.1 OXIDE (CERIA) SLURRY MARKET, CONTINUED			84
 5.3.3 HKMG SLURRY MARKET					85
 5.3.3.1 HKMG SLURRY MARKET, CONTINUED				86
 5.3.4 POLYSILICON SLURRY MARKET				87
 5.3.4.1 POLYSILICON SLURRY FOR MEMS				88
 5.3.5 OXIDE (SILICA) SLURRY MARKET				89
 5.3.6 TUNGSTEN SLURRY MARKET					90
 5.3.7 CU BULK SLURRY MARKET					91
 5.3.8 COPPER BARRIER SLURRY MARKET				92
 5.3.8.1  COPPER BARRIER SLURRIES, CONTINUED			93
 5.3.9 NEW METALS SLURRY MARKET					94
 5.4 CMP SLURRY M&A ACTIVITY, ANNOUNCEMENTS AND PARTNERSHIPS 	95
 5.5 CMP SLURRY PLANT CLOSURES 					97
 5.6 NEW ENTRANTS 						98
 5.7 SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF 
     DISCONTINUATIONS 						99
 5.8 CMP SLURRY PRICING TRENDS 					100
 5.9 TECHCET ANALYST ASSESSMENT OF CMP SLURRY MARKET		101 

6 CMP PAD MARKET STATISTICS & FORECASTS 		103
 6.1 CMP PADS 5-YEAR REVENUE FORECAST 				104
 6.1.1 CMP PADS 5-YEAR REVENUE FORECAST				105
 6.2 CMP PADS 5-YEAR FORECAST BY UNITS				106
 6.3 CMP PAD PLANT CLOSURES 					107
 6.4 NEW ENTRANTS 						108
 6.5 SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF 
     DISCONTINUATIONS 						109
 6.6 CMP PAD M&A ACTIVITY, ANNOUNCEMENTS AND PARTNERSHIPS 	110
 6.7 CMP PAD PRICING TRENDS 					111
 6.8 TECHCET ANALYST ASSESSMENT 				112

7 MATERIAL SUB-TIER SUPPLY 	114
 7.1 ABRASIVE SUPPLIERS 					115
 7.2 VERTICALLY INTEGRATED SUPPLIERS 				116
 7.3  RAW SUPPLY CHAIN DISRUPTORS 				117
 7.4 RAW MATERIALS M&A ACTIVITY 				118
 7.5 ABRASIVE SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 		119
 7.6 ABRASIVE SUPPLY CHAIN “NEW” ENTRANTS			120 
 7.7 ABRASIVE SUPPLY-CHAIN PLANTS UPDATES-NEW 			121
 7.8 ABRASIVE SUPPLY-CHAIN PLANT CLOSURES 			122
 7.9 ABRASIVE SUPPLY-CHAIN PRICING TRENDS 			123
 7.10 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 		124

8 SUPPLIER PROFILES	125
ACE NANOCHEM
ANJI MICRO SHANGHAI
ASASHI GLASS
BASF
CABOT MICROELECTRONICS
DUPONT
EMINESS TECHNOLOGIES, INC.(PUREON)
FERRO
FUJIFILM PLANAR SOLUTIONS
FUJIMI CORP.
...and many more

9 APPENDIX	331
APPENDIX A: CMP CONSUMABLES OVERVIEW 				332
APPENDIX B:  TECHNICAL TRENDS IN SIC  				129
APPENDIX C: PAD MANUFACTURING COST DRIVERS			340

TABLE OF FIGURES 
FIGURE 1: FORECASTED 2022 MARKET SIZE				12
FIGURE 2: CMP CONSUMABLES FORECAST				13
FIGURE 3: CMP STEPS FOR ADVANCED DEVICES			14
FIGURE 4: 2021 CMP CONSUMABLES REVENUE				15
FIGURE 5: CMP CONSUMABLES REVENUE BY APPLICATION		16
FIGURE 6: CMP SLURRY REVENUE BY APPLICATION			17
FIGURE 7: CMP PAD REVENUE BY APPLICATION			18
FIGURE 8: 2D DEVICE ARCHITECTURE EVOLUTION			19
FIGURE 9: 2021 SLURRY SUPPLIER MARKET SHARES			20
FIGURE 10: 2021 PAD SUPPLIER MARKET SHARES			21
FIGURE 11: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  
           (2021)						32
FIGURE 12: WORLDWIDE SEMICONDUCTOR SALES 			33
FIGURE 13: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*	34
FIGURE 14: SEMICONDUCTOR CHIP APPLICATIONS			35
FIGURE 15: MOBILE PHONE SHIPMENTS WW ESTIMATES 			36
FIGURE 16: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3		37
FIGURE 17: GLOBAL EV TRENDS					38
FIGURE 18: SEMICONDUCTOR SPEND PER VEHICLE TYPE			39
FIGURE 19: TSMC CONSTRUCTION SITE IN ARIZONA.			41
FIGURE 20: CHIP EXPANSIONS 2021-2026 > US$460 B			42
FIGURE 21: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF 
           THE WORLD						43
FIGURE 22: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS	44
FIGURE 23: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP		45
FIGURE 24: EUROPE CHIP EXPANSION UPSIDE				50
FIGURE 25: TECHCET WAFER START FORECAST BY NODE			52
FIGURE 26: TECHCET WAFER START FORECAST BY NODE			53
FIGURE 27: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK		54
FIGURE 28: CMP CONSUMABLES REVENUE FOR 2022			56
FIGURE 29: NUMBER OF CMP STEPS FOR ADVANCED TECHNOLOGY NODES    57
FIGURE 30: 14NM VS. 3NM METALLIZATION TECHNIQUES		58
FIGURE 31: COMPARISON OF MATERIAL CHARACTERISTICS OF METALS	58
FIGURE 32: XTACKING HYBRID BONDING TECHNOLOGY FOR 3D NAND	60
FIGURE 33: CMP OPPORTUNITIES IN ADVANCED PACKAGING		61
FIGURE 34: KEY TRENDS IN ADVANCED PACKAGING 			62
FIGURE 35: CMP OPPORTUNITIES IN ADVANCED PACKAGING		63
FIGURE 36: RDL CHALLENGES FOR ADVANCED PACKAGING		64
FIGURE 37: POWER SIC DEVICE MARKET REVENUES			66
FIGURE 38: SILICON CARBIDE WAFER DEMAND BY APPLICATION		67
FIGURE 39: SILICON CARBIDE-BASED POWER DEVICE 			68
FIGURE 40: DEFECTS IN SILICON CARBIDE SUBSTRATES AND EPI WAFERS	69
FIGURE 41: SILICON CARBIDE DEFECTS 				69
FIGURE 42: BATCH POLISH VS. CMP					70
FIGURE 43: SLURRY AND PAD REVENUE BY HQ REGION			71
FIGURE 44: CMP SLURRY REVENUE BY APPLICATION			79
FIGURE 45: FORECASTED SLURRY VOLUME DEMAND			80
FIGURE 46: SLURRY SUPPLIER MARKET SHARES IN 2021		82
FIGURE 47: OXIDE (CERIA) SLURRY MARKET SHARES			83
FIGURE 48: STI CMP PROCESS					84
FIGURE 49: HKMG/FRONT-END SLURRY MARKET SHARES			85
FIGURE 50: POLYSILICON SLURRY MARKET SHARES			87
FIGURE 51: MEMS CMP CROSS SECTION				88
FIGURE 52: OXIDE (SILICA) SLURRY MARKET SHARES			89
FIGURE 53: TUNGSTEN SLURRY MARKET SHARES			90
FIGURE 54: CU-BULK SLURRY MARKET SHARES				91
FIGURE 55: CU-BARRIER CMP SLURRY MARKET SHARE			92
FIGURE 56: NEW METALS SLURRY MARKET SHARES			94
FIGURE 57: CMP PAD REVENUE BY APPLICATION			104
FIGURE 58: CMP PAD REVENUE BY WAFER SIZE		 	105
FIGURE 59: FORECASTED PAD USAGE					106
FIGURE 60: CMP FOR IC MANUFACTURING PROCESS			333
FIGURE 61: IC1000 LIKE PAD CROSS-SECTION			342
FIGURE 62: IC1000 SEM CROSS-SECTION				343

TABLES 
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*			30
TABLE 2: IMF ECONOMIC OUTLOOK* 					31
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 
         FORECAST 2021						40
TABLE 4: 3D NAND ROADMAP BY NODE				59
TABLE 5: SILICON CARBIDE WAFER MANUFACTURERS			65
TABLE 6: CONSUMABLES SUPPLIERS					66
TABLE 7: REGIONAL WAFER MARKETS					72
TABLE 8: REGIONAL WAFER MARKETS BY SUPPLIER HEADQUARTER 
         REGION							73
TABLE 9: 2022 SLURRY MARKET LEADERS AND TAM BY APPLICATION	81
TABLE 10: ABRASIVE SUPPLIERS					115
TABLE 11: VERTICALLY INTEGRATED SUPPLIERS			116
TABLE 12: PHYSICAL AND ELECTRICAL PROPERTY COMPARISON OF SI 
          AND SIC						335
		

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