Description
This report covers the market landscape and supply-chain for Electronic Gases used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.
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Table of Contents:
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1 EXECUTIVE SUMMARY 11 1.1 ELECTRONIC GASES BUSINESS – MARKET OVERVIEW 12 1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK 13 1.3 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT 14 1.4 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT– HIGHLIGHT KEY MATERIALS 15 1.5 ELECTRONIC GASES SEGMENT TRENDS 16 1.6 TECHNOLOGY TRENDS 17 1.7 COMPETITIVE LANDSCAPE - ELECTRONIC GASES 18 1.7.1 COMPETITIVE LANDSCAPE - INDUSTRIAL GASES 19 1.8 CURRENT QUARTER TOP-5 GLOBAL ELECTRONIC GASES SUPPLIERS' ACTIVITIES & REPORTED REVENUES 20 1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 21 1.10 ANALYST ASSESSMENT OF ELECTRONIC GASES 22 2 SCOPE, PURPOSE AND METHODOLOGY 23 2.1 SCOPE 24 2.2 METHODOLOGY 25 2.3 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS 26 3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 27 3.1 WORLDWIDE ECONOMY AND OUTLOOK 28 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 30 3.1.2 SEMICONDUCTOR SALES GROWTH 31 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 32 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 33 3.2.1 ELECTRONICS OUTLOOK 34 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK 35 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS 36 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 37 3.2.3 SMARTPHONE OUTLOOK 38 3.2.4 PC OUTLOOK 39 3.2.5 SERVERS / IT MARKET 40 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 41 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 42 3.3.2 NEW FABS IN THE US 43 3.3.3 WW FAB EXPANSION DRIVING GROWTH 44 3.3.4 EQUIPMENT SPENDING TRENDS 45 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS 46 3.3.5.1 DRAM TECHNOLOGY ROADMAPS 47 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS 48 3.3.6 FAB INVESTMENT ASSESSMENT 49 3.4 POLICY & TRADE TRENDS AND IMPACT 50 3.5 SEMICONDUCTOR MATERIALS OVERVIEW 51 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028 52 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028 53 4 ELECTRONIC GASES MARKET TRENDS 54 4.1 ELECTRONIC GASES MARKET TRENDS – OUTLINE 55 4.1.1 2023 ELECTRONIC GASES MARKET LEADING INTO 2024 56 4.1.2 ELECTRONIC GASES MARKET OUTLOOK 57 4.1.3 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT 58 4.1.4 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT- HIGHLIGHT KEY MATERIALS 59 4.2 ELECTRONIC GASES SUPPLY CAPACITY AND DEMAND, OVERVIEW 60 4.2.1 ELECTRONIC GASES SUPPLY CAPACITY AND DEMAND, INVESTMENTS 61 4.2.2 ELECTRONIC GASES PRODUCTION BY REGION 65 4.2.3 ELECTRONIC GASES PRODUCTION CAPACITY EXPANSIONS 66 4.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW 67 4.2.4.1 REGIONAL ACTIVITY SPECIALTY GAS INVESTMENTS 68 4.2.5 INVESTMENT ACTIVITY ADDITIONAL COMMENTS 69 4.2.6 RARE GASES – XE, KR, NE - SUPPLY VS. DEMAND BALANCE – OVERVIEW 70 4.2.6.1 SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND, SELECT GASES 71 4.2.6.2 SUPPLY VS. DEMAND BALANCE – NEON 72 4.2.6.3 SUPPLY VS. DEMAND BALANCE – NEON (CONTINUED) 73 4.2.6.4 SUPPLY VS. DEMAND BALANCE – XENON 74 4.2.6.5 SUPPLY VS. DEMAND BALANCE – KRYPTON 75 4.2.7 HELIUM SUPPLY V. DEMAND 76 4.2.7.1 SUPPLY VS. DEMAND BALANCE – HELIUM 77 4.2.7.2 SUPPLY VS. DEMAND BALANCE – REGIONAL HELIUM SUPPLY 78 4.2.7.3 HELIUM SUPPLY RISK BY COUNTRY 2030 79 4.2.7.4 KEY PLAYERS IN THE HELIUM SUPPLY CHAIN 80 4.2.8 SUPPLY VS. DEMAND BALANCE – NF3, NITROGEN TRIFLUORIDE 81 4.2.8.1 ELECTRONIC GASES MARKET OUTLOOK – NF3 82 4.2.9 SUPPLY VS. DEMAND BALANCE – WF6, TUNGSTEN HEXAFLUORIDE 83 4.3 PRICING TRENDS 84 4.3.1 PRICING TRENDS – NEON 85 4.3.2 PRICING TRENDS – XENON 86 4.3.3 PRICING TRENDS – KRYPTON 87 4.3.4 HELIUM PRICE TREND & FORECAST 88 4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 89 4.4.1 ELECTRONIC GASES GENERAL TECHNOLOGY OVERVIEW 90 4.4.2 ELECTRONIC GASES TECHNOLOGY TRENDS 91 4.4.3 SPECIALTY/EMERGING MATERIAL AND APPLICATIONS 92 4.4.4 WF6 MARKET DEMAND, POTENTIAL DISPLACEMENT BY MOLYBDENUM 93 4.4.5 ALE ETCH GAS LISTING 94 4.4.6 SUMMARY OF TECHNICAL TRENDS AND OPPORTUNITIES 95 4.5 REGIONAL CONSIDERATIONS 96 4.6 EHS AND TRADE/LOGISTIC ISSUES 97 4.6.1 RUSSIA INVASION OF UKRAINE 98 4.6.2 YEMEN’S HOUTHI ATTACKS IN THE RED SEA AND GULF OF ADEN DISRUPT GLOBAL SHIPPING 99 4.6.3 NEW MIDDLE EAST CONFLICT COULD DISRUPT GLOBAL TECH SUPPLY CHAIN AND INTEL'S EXPANSION PLANS 100 4.6.4 PANAMA CANAL HISTORIC DROUGHT 101 4.6.5 EHS ISSUES 102 4.6.6 EHS ISSUES 103 4.6.7 TRADE/LOGISTICS ISSUES 104 4.7 ANALYST ASSESSMENT OF ELECTRONIC GASES MARKET TRENDS 105 5 SUPPLY-SIDE MARKET LANDSCAPE 106 5.1 ELECTRONIC GASES MARKET SHARE 107 5.1.1 INDUSTRIAL GASES MARKET SHARE 108 5.2 CURRENT QUARTER TOP-5 GLOBAL ELECTRONIC GASES SUPPLIERS’ ACTIVITIES & REPORTED REVENUES 109 5.2.1 US SUPPLIER RANKING 110 5.3 LINDE PLC FULL YEAR 2023 AND Q4 - ROBUST EARNINGS GROWTH DESPITE SALES DECLINE, FORECASTS CONTINUED STRONG PERFORMANCE 111 5.3.1 AIR LIQUIDE’S Q4 AND 2023 REVENUES WEIGHED BY DECLINING ENERGY PRICES, BUT SHOWING POSITIVE METRICS 112 5.3.2 MERCK'S ELECTRONICS SECTOR FACES 4% ORGANIC SALES DECLINE IN Q3 2023, IMPACTED BY SEMICONDUCTOR SLOWDOWN AND MARKET PRESSURES 113 5.3.3 TAIYO NIPPON SANSO REVENUES Q3 RESULTS 114 5.4 REGIONAL TRENDS– KOREA 115 5.4.1 REGIONAL TRENDS– JAPAN 116 5.4.2 REGIONAL TRENDS– CHINA 117 5.4.3 REGIONAL TRENDS – RUSSIA 118 5.4.4 REGIONAL TRENDS– USA 119 5.4.5 REGIONAL TRENDS– EU 120 5.5 M&A ACTIVITY AND PARTNERSHIPS 121 5.5.1 M&A ACTIVITY AND PARTNERSHIPS 122 5.6 PLANT CLOSURES / DIVESTITURES 123 5.7 NEW ENTRANTS 124 5.8 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS 125 5.9 TECHCET ANALYST ASSESSMENT OF ELECTRONIC GAS SUPPLIERS 126 6 SUB-TIER SUPPLY CHAIN, ELECTRONIC GASES 127 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW 128 6.1.1 BULK GASES AND THEIR SOURCES 129 6.1.2 FLUORSPAR SUPPLY 130 6.1.2.1 FLUORSPAR WORLD RESERVES 131 6.1.2.2 FLUORSPAR SUPPLY, DEMAND AND PRICING IMPACTS 132 6.1.3 BROMINE SUPPLY 133 6.2 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 134 6.3 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 135 7 SUPPLIER PROFILES 136 Air Liquide Air Products Air Water Cryoin Engineering DuPont ...AND 20+ MORE 8 APPENDIX 295 8.1 GASES USED BY MULTIPLE INDUSTRIES 296 8.1.1 SPECIALTY GAS INDUSTRY MATRIX 297 8.1.2 GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING 298 8.1.3 GASES USED IN THE DISPLAY INDUSTRY 299 8.2 SUPPLIER LISTING BY GAS TYPE 302 8.2.1 HYDRIDES 303 8.2.2 SILICON PRECURSORS (SILANES) 304 8.2.3 ETCHANTS/CHAMBER CLEAN 305 8.2.4 DEPOSITION/MISC 306 8.2.5 BULK GASES 307 8.3 ETCH GAS ROADMAPS 308 8.3.1 ETCH ROADMAPS 1 OF 3 309 8.3.2 ETCH ROADMAPS 2 OF 3 310 8.3.3 ETCH ROADMAPS 3 OF 3 311 LIST OF FIGURES FIGURE 1.1: ELECTRONIC GAS MARKET 14 FIGURE 1.2: HELIUM DEMAND 2023 - 7.4 BCF 15 FIGURE 1.3: TOTAL ELECTRONIC GAS MARKET SHARE 2023, US$6.01B 18 FIGURE 1.4: TOTAL INDUSTRIAL GAS MARKET SHARE 2023, US$104B 19 FIGURE 1.5: TOP-5 ELECTRONIC GASES MAKERS’ QUARTERLY COMBINED SALES (LINDE, AL, AP, RESONAC, TNSC) 20 FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023) 30 FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 31 FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) 32 FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS 33 FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS) 35 FIGURE 3.5: ELECTRIFICATION TREND BY WORLD REGION 36 FIGURE 3.6: AUTOMOTIVE SEMICONDUCTOR PRODUCTION 37 FIGURE 3.7: MOBILE PHONE SHIPMENTS, WW ESTIMATES 38 FIGURE 3.8: WORLDWIDE PC AND TABLET FORECAST 39 FIGURE 3.9: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND 41 FIGURE 3.10: ESTIMATED GLOBAL FAB SPENDING 2022-2027 42 FIGURE 3.11: FAB EXPANSIONS WITHIN THE US 43 FIGURE 3.12: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 44 FIGURE 3.13: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE 45 FIGURE 3.14: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW 46 FIGURE 3.15: DRAM TECHNOLOGY ROADMAP OVERVIEW 47 FIGURE 3.16: 3D NAND TECHNOLOGY ROADMAP OVERVIEW 48 FIGURE 3.17: INTEL OHIO PLANT SITE AS OF FEB. 2024 49 FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS 52 FIGURE 3.19: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD) 53 FIGURE 4.1: ELECTRONIC GAS MARKET 58 FIGURE 4.2: HELIUM DEMAND 2023 - 7.4 BCF 59 FIGURE 4.3: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND 71 FIGURE 4.4: NEON SUPPLY/DEMAND FORECAST 72 FIGURE 4.5: GLOBAL NEON REVENUES 72 FIGURE 4.6: XENON SUPPLY/DEMAND FORECAST 74 FIGURE 4.7: GLOBAL XENON REVENUES 74 FIGURE 4.8: KRYPTON SUPPLY/DEMAND FORECAST 75 FIGURE 4.9: GLOBAL KRYPTON REVENUES 75 FIGURE 4.10: HELIUM SUPPLY & DEMAND (BCF) 76 FIGURE 4.11: HELIUM DEMAND BY APPLICATION 2023 - 5.9 BCF 77 FIGURE 4.12: WW HELIUM CAPACITY BY REGION 2023 VS. 2028 (BCF) 78 FIGURE 4.13: HELIUM SUPPLY RISK BY COUNTRY 2030 79 FIGURE 4.14: NF3 SUPPLY/DEMAND FORECAST 81 FIGURE 4.15: WF6 SUPPLY/DEMAND FORECAST 83 FIGURE 4.16: WORLDWIDE NOBLE GASES ASP TREND 84 FIGURE 4.17: MO PRECURSORS 93 FIGURE 4.18: PLASMA AND THERMAL ALE PROCESSES 94 FIGURE 4.19: 2023 SEMICONDUCTOR ELECTRONIC GASES REVENUE SHARE BY REGION 96 FIGURE 4.20: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES 102 FIGURE 4.21: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES 102 FIGURE 4.22: CO2-EQUIVALENT EMISSIONS FOR TYPICAL FAB 103 FIGURE 5.1: TOTAL ELECTRONIC GAS MARKET SHARE 2023, US$6.01B 107 FIGURE 5.2: TOTAL INDUSTRIAL GAS MARKET SHARE 2023, US$104 B 108 FIGURE 5.3: TOP-5 ELECTRONIC GASES MAKERS’ QUARTERLY COMBINED SALES (LINDE, AL, AP, RESONAC, TNSC) 109 FIGURE 5.4: AIR LIQUIDE’S Q4 AND 2023 REVENUES 112 FIGURE 5.5: MERCK’S 2023 REVENUES 113 FIGURE 5.6: TAIYO NIPPON SANSO REVENUES Q3 RESULTS 114 FIGURE 5.7: KOREA SEMICONDUCTOR DEVELOPMENT PLAN 115 FIGURE 6.1: LEADING COUNTRIES BASED ON MINE PRODUCTION OF FLUORSPAR WORLDWIDE IN 2023 130 FIGURE 6.2: WW RESERVES OF FLUORSPAR IN 2023, BY COUNTRY (US$/KILOTONNE) 131 FIGURE 6.3: FLUORSPAR PRICE IN US 2014-2023 (US$/KILOTONNE) 132 FIGURE 6.4: WW BROMINE SUPPLY 2023 (KILOTONNES) 133 FIGURE 8.1: ELECTRONIC SPECIALTY GASES 301 FIGURE 8.2: BULK GASES 301 LIST OF TABLES TABLE 1.1: ELECTRONIC GASES(S) GROWTH OVERVIEW 12 TABLE 1.2: ESTIMATED MARKET SHARE BY SUPPLIER 18 TABLE 1.3: ESTIMATED MARKET SHARE BY SUPPLIER 19 TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 28 TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024) 29 TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS 36 TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023 40 TABLE 4.1: ELECTRONIC GASES SUPPLIER MANUFACTURING LOCATIONS 65 TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 ELECTRONIC GASES SUPPLIER INVESTMENTS 66 TABLE 4.3: REGIONAL SUMMARY OF GAS MARKET 67 TABLE 4.4: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND 71 TABLE 4.5: SUPPLIERS WITH LOCATIONS IN AREAS OF HIGH RISK 80 TABLE 4.6: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE 95 TABLE 5.1: ESTIMATED MARKET SHARE BY SUPPLIER 107 TABLE 5.2: ESTIMATED MARKET SHARE BY SUPPLIER 108 TABLE 5.3: ESTIMATED SUPPLY CHAIN SUPPLIER RANKING 110 TABLE 6.1: BULK AND INERT GAS APPLICATION AND SOURCE DESCRIPTION 129 TABLE 8.1: SPECIALTY GAS INDUSTRY MATRIX 297 TABLE 8.2: GASES USED IN FPD MANUFACTURING 300 TABLE 8.3: HYDRIDE GAS SUPPLIERS 303 TABLE 8.4: SILICON PRECURSOR SUPPLIERS 304 TABLE 8.5: ETCHANT GAS SUPPLIERS 305 TABLE 8.6: DEPOSITION/MISC. GAS SUPPLIERS 306 TABLE 8.7: BULK GAS SUPPLIERS 307 TABLE 8.8: ETCH ROADMAPS 309 TABLE 8.9: ETCH ROADMAPS 310 TABLE 8.10: ETCH ROADMAPS 311
