Dielectric Precursors Market Report CMR-NEW

$8,900.00

• Provides market and technical trend information on organic and inorganic precursors, addressing CVD, ALD, and SOD applications including ILDs & low-κ dielectrics, hard masks, sidewall spacers and etch stop layers
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key dielectric precursor suppliers, issues/trends in the 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 Dielectric Precursors used for Semiconductor Device Manufacturing

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

1  Executive Summary   11
 1.1 CVD/ALD/SOD PRECURSORS – MARKET OVERVIEW 				12
 1.1.1 MARKET OVERVIEW - DIELECTRIC PRECURSORS				13
 1.2 SEGMENT REVENUE TRENDS & FORECAST 					14
 1.3 MARKET TRENDS IMPACTING MATERIALS SEGMENT OUTLOOK 			15
 1.4 YEAR 2021 IN REVIEW 						17
 1.5 SEGMENT 5-YEAR REVENUE FORECAST – DIELECTRIC 			18
 1.6 TECHNOLOGY TRENDS 							20
 1.7 COMPETITIVE LANDSCAPE 						21
 1.8 ANALYST ASSESSMENT 						22

2  Scope, Purpose, and Methodology  26
 2.1 SCOPE 								27
 2.2 PURPOSE 								28
 2.3 METHODOLOGY 							29
 2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 				29

3  Semiconductor Industry Market Status & Outlook	 30
 3.1 WORLDWIDE ECONOMY 							31
 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 		33
 3.1.2 SEMICONDUCTOR SALES GROWTH					34
 3.1.3 TAIWAN MONTHLY SALES TRENDS					35
 3.2 ELECTRONIC GOODS MARKET 						36
 3.2.1 SMARTPHONES							37
 3.2.2 PC UNIT SHIPMENTS						38
 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS				39
 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS			40
 3.2.3 SERVERS / IT MARKET						41
 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 			42
 3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 				43
 3.3.2 WW FAB EXPANSION DRIVING GROWTH 					44
 3.3.3 EQUIPMENT SPENDING TRENDS					45
 3.3.4 TECHNOLOGY ROADMAPS						46
 3.3.5 FAB INVESTMENT ASSESSMENT					47
 3.4 POLICY & TRADE TRENDS AND IMPACT 					48
 3.4.1POLICY AND TRADE ISSUES						49
 3.5 SEMICONDUCTOR MATERIALS OUTLOOK 					50
 3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?	51
 3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD		52
 3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026			53
 3.5.4 TECHCET WAFER START FORECAST					54
 3.5.5 TECHCET’S MATERIALS FORECAST 					55

 4  Precursor Market Trends  56
 4.1 MARKET TRENDS 							57
 4.1.1 MARKET TRENDS – WAFER STARTS					59
 4.1.2 MARKET TRENDS – WAFER STARTS LOGIC				60
 4.1.3 MARKET TRENDS – WAFER STARTS DRAM				61
 4.1.4 MARKET TRENDS – WAFER STARTS NAND				62
 4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS 				63
 4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 		65
 4.3.1 GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD TO PECVD	66
 4.3.2  DEVICE ROADMAP 							67
 4.3.3  LEADING EDGE DEVICE ARCHITECTURE				68
 4.3.4  LEADING EDGE LOGIC ROADMAP					69
 4.3.4.1 ALD DIELECTRIC PRECURSORS FOR SPACE DEFINED MULTI-PATTERNING 	70
 4.3.4.2 SUMMARY OF DEVICE SEGMENT TRENDS AND OPPORTUNITIES 		71
 4.3.5 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE 		72
 4.3.5.1 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE 		73
 4.3.5.2 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE		74 
 4.3.5.3 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE		75
 4.3.6 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE (MOCVD) 	76
 4.3.6.1  AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE (MOCVD) 	77
 4.3.6.2 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE (MOCVD) 	78
 4.4 DIELECTRIC PRECURSORS FILING ACTIVITY: IP FILING TRENDS 		79
 4.4.1 PRECURSORS FILING ACTIVITY: BY COMPANY CATEGORY			80
 4.4.2 DIELECTRIC PRECURSOR IP ACTIVITY: BY DEPOSITION METHOD		81
 4.4.3 ALD DIELECTRICS FOR PHOTOLITHOGRAPHY IP				82
 4.5 DIELECTRIC PROCESS APPLICATIONS AND R&D 				83
 4.5.1 IMPACT OF EUV ON MULTI-PATTERNING FOR DRAM MANUFACTURING – 
      STI MODULE							84
 4.5.2 AREA SELECTIVE DEPOSITION FOR USE IN ADVANCED LOGIC		85
 4.5.3 DRY RESIST FOR EUV						86
 4.6 REGIONAL TRENDS – DIELECTRIC PRECURSORS 				87
 4.6.1 REGIONAL TRENDS AND DRIVERS					88
 4.6.2 REGIONAL TRENDS AND DRIVERS, CONTINUED				89
 4.7 EHS AND LOGISTIC ISSUES						90
 4.7.1 EHS AND LOGISTIC ISSUES – GREEN HOUSE GASES FROM 
       LOGIC PRODUCTION							91
 4.8 CHANGES IN STANDARD PACKAGING/VALVE TYPES 				92
 4.9 MARKET ASSESSMENT 							93

5  Segment Market Statistics and Forecasts	94
 5.1 SEGMENT REVENUE TRENDS & FORECAST 					95
 5.1.1 CVD/ALD DIELECTRIC PRECURSOR REVENUE 2020 TO 2026 (M USD)	96
 5.1.2 ASSESSMENT DIELECTRIC PRECURSORS					97
 5.2 M&A ACTIVITIES 							98
 5.3 NEW PLANTS 							99
 5.4 NEW ENTRANTS - EUROPE CHINA ELECTRONIC MATERIALS (CHINA) 		100
 5.4.1 NEW ENTRANTS – NATA CHEMICALS					101
 5.4.2 CHINA ALD DIELECTRIC RECENT DEVELOPMENT				102
 5.5 PRICING TRENDS 							103
 5.6 COMPETITIVE LANDSCAPE — PRECURSOR SUPPLIER MARKET SHARE 		104
 5.6.1 COMPETITIVE LANDSCAPE — PRECURSOR MARKET BY REGION		105
 5.7  MARKET LANDSCAPE — PROCESS TOOLS 					106
 5.7.1  MARKET LANDSCAPE — PROCESS TOOL FORECAST GROWTH			107
 5.7.2  LONG TERM AND 5-YEAR WAFER EQUIPMENT FORECAST			108
 5.7.3  PROCESS TOOLS SEGMENTED BY DEPOSITION METHOD			109
 5.7.4  PROCESS TOOLS MADE FOR DEPOSITION, ASSESSMENT			110

6  SUB TIER MATERIAL SUPPLY CHAIN	111 
 6.1 SUB-TIER SUPPLY-CHAIN: INTRODUCTION 				112
 6.2 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 				113
 6.3 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 			114
 6.4 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 				116
 6.5 SUB-TIER SUPPLY-CHAIN PLANTS UPDATES-NEW 				117
 6.6 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 				118
 6.7 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 			119

7  Supplier Profiles  120 
 ADEKA Corporation 
 Air Liquide 
 AZmax Co., Ltd 
 DNF Co., Ltd 
 Entegris 
 Epivalence 
 Gelest – Mitsubishi Chemicals 
 Hansol Chemical 
 H.C. Starck 
 Kojundo Chemical Laboratory 
 …and many more

FIGURES
 FIGURE 1: DIELECTRIC PRECURSOR MARKET FORECAST				14
 FIGURE 2: TOTAL PRECURSOR MARKET (M USD)				17
 FIGURE 3: DIELECTRIC PRECURSOR MARKET 2020 TO 2026			18
 FIGURE 4: GLOBAL ADVANCED PRECURSOR MARKET 2021 (USD)			21
 FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2021)	33
 FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES 				34
 FIGURE 7: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*		35
 FIGURE 8: 2021 CHIP REVENUE						36
 FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES 				37
 FIGURE 10: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3			38
 FIGURE 11: GLOBAL EV TRENDS						39
 FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE			40
 FIGURE 13: TSMC CONSTRUCTION SITE IN ARIZONA				42
 FIGURE 14: CHIP EXPANSIONS 2021-2026  > US$460 B			43
 FIGURE 15: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD	44
 FIGURE 16: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS		45
 FIGURE 17: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP			46
 FIGURE 18: EUROPE CHIP EXPANSION UPSIDE				51
 FIGURE 19:  TECHCET WAFER START FORECAST BY NODE			53
 FIGURE 20:  TECHCET WAFER START FORECAST BY LOGIC NODE			54
 FIGURE 21:  GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK			55
 FIGURE 22: FORECASTS – WAFER STARTS 2018 TO 2026 			59
 FIGURE 23: FORECASTS – WAFER STARTS LOGIC 300MM			60
 FIGURE 24: FORECASTS – WAFER STARTS DRAM 300MM				61
 FIGURE 25: ANNUAL WAFER STARTS (MILLIONS OF 200MM EQUIVALENT / YEAR)	62
 FIGURE 26: ALD DIELECTRICS FOR PHOTOLITHOGRAPHY IP			65
 FIGURE 27: DEVICE ARCHITECTURES					66
 FIGURE 28: DEVICE ROADMAPS						67
 FIGURE 29: IMEC 2021 LOGIC ROADMAP					68
 FIGURE 30: SCALING AND LITHOGRAPHY TRENDS				69
 FIGURE 31: IMEC 2021 LOGIC ROADMAP					69
 FIGURE 32: MULTI-PATTERNING PROCESS STEPS AND SEM			70
 FIGURE 33: LOW TEMP DIELECTRIC PRECURSOR DEPOSITION TEMPERATURE AND 
            ACTIVATION ENERGY FOR ADV. MPT/QPT				70
 FIGURE 34: POWER DEVICE APPLICATION OVERVIEW				73
 FIGURE 35: POWER MOSFET STRUCTURE					74
 FIGURE 36: POWER DEVICE TRADEOFFS					74
 FIGURE 37: MARKET SHARE EPI MOCVD EQUIP. TOTAL AVAILABLE MARKET-  
            US$700 M  							77
 FIGURE 38: IP FILING FOR CVD AND ALD DIELECTRIC PRECURSORS		79
 FIGURE 39: DIELECTRIC PRECURSOR IP DISTRIBUTION (2019-2021)		80
 FIGURE 40: DIELECTRIC IP FILING TRENDS BY DEP METHOD (1993 TO 2019)	81
 FIGURE 41: PATENT ACTIVITY BUBBLE CHART, OF ALD DIELECTRICS AND 
            PHOTOLITHOGRAPHY						82
 FIGURE 42: IMPACT OF EUV ON USAGE OF MULTI-PATTERNING			84
 FIGURE 43: TOPOGRAPHY FOR SELECTIVE SIN   				85
 FIGURE 44: EXAMPLE OF LINE PATTERNS CREATED VIA “DRY RESIST” 
            (CVD DEPOSITION)						86
 FIGURE 45: HARDMASK, LOW K & DIELCTRIC PRECURSORS REGIONAL SHARES 
            2021							87
 FIGURE 46: ENVIRONMENTAL FOOTPRINT OF MOORES LAW			91
 FIGURE 47: SEGMENTATION OF THE AMPOULE FLEER 2020 BASED ON NUMBER 
            OF UNITS IN THE FIELD					92
 FIGURE 48: DIELECTRIC PRECURSOR MARKET FORECAST			95
 FIGURE 49: DIELECTRIC PRECURSOR MARKET 2020 TO 2026			96
 FIGURE 50: ECEM PRODUCT OFFERINGS					100
 FIGURE 51: SAQP FILM STRUCTURE AND PROCESS FLOW			102
 FIGURE 52: TOTAL DIELECTRIC PRECURSOR MARKET SHARE 2021 (US$652 M)	104
 FIGURE 53: GLOBAL ADVANCED PRECURSOR MARKET 2021 (USD)			105
 FIGURE 54: SEMICONDUCTOR EQUIPMENT SEGMENTATION			106
 FIGURE 55: SEMICONDUCTOR EQUIPMENT FORECAST				107
 FIGURE 56: SEMICONDUCTOR MARKET SIZE AND OUTLOOK			108
 FIGURE 57: SEMICONDUCTOR EQUIPMENT FORECAST				108
 FIGURE 58: DEPOSITION SEGMENTS (USD BILLION)				109
 FIGURE 59: TYPICAL NON-HALIDE LIGANDS USED FOR ALD PRECURSORS		112
 FIGURE 60: SYSTEM DEFINITION OF THE GLOBAL ANTHROPOGENIC COBALT 
            CYCLE AND MODELING FRAMEWORK FOR COBALT DEMAND AND 
            SECONDARY SUPPLY POTENTIALS.				115

TABLES	
 TABLE 1: PRECURSOR MARKET GROWTH OVERVIEW (REGIONAL CONSUMPTION 
          BY REVENUE)							13
 TABLE 2: PRECURSOR MARKET SIZE						14
 TABLE 3: INDUSTRY AND ECONOMIC SUMMARY					17
 TABLE 4: GLOBAL GDP AND SEMICONDUCTOR REVENUES*			31
 TABLE 5: IMF ECONOMIC OUTLOOK* 					32
 TABLE 6: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 
          FORECAST 2021							41
 TABLE 7: GENERAL PRECURSOR TRENDS AND OPPORTUNITIES BY DEVICE TYPE	71
 TABLE 8: MOCVD APPLICATIONS - EPI DEPOSITION ON SUBSTRATE 		76 
 TABLE 9: MOCVD EQUIPMENT VENDORS					77
 TABLE 10: REGIONAL MARKETS (US$ MILLIONS)				87
 TABLE 11:  REGIONAL PRECURSOR MARKETS					88
 TABLE 12:  REGIONAL WAFER MARKETS					89
 TABLE 13: PRECURSOR MARKET SIZE					95
 TABLE 14: M&A ACTIVITIES						98

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