Electronic Gases including Ne & Xe-NEW

$8,900.00

• 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 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 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!

A brief report on electronic gases is now available! Click here for information on the Gases Short Report.

For custom reports and consulting, contact us at info@techcet.com.

Description

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

1 EXECUTIVE SUMMARY  13
1.1 ELECTRONIC GAS MARKET – HISTORICAL AND 5-YEAR FORECAST 			14
1.2 MARKET DRIVERS FOR THE SPECIALTY GAS MARKET 				15
1.2.1 SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND				16
1.3 MARKET TRENDS 								17
1.4  TECHNOLOGY TRENDS- DEVICE ROADMAP   					20
1.4.1 TECHNOLOGY TRENDS- DEVICE SEGMENT OPPORTUNITIES				21
1.5 COMPETITIVE LANDSCAPE-  ELECTRONIC GAS MARKET SHARE 			22
1.6 SUPPLY CAPACITY AND DEMAND, INVESTMENTS 					23
1.7 EHS AND LOGISTIC ISSUES – GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION 	24
1.7.1 EHS AND LOGISTIC ISSUES – GREEN HOUSE GASES FROM LOGIC PRODUCTION		25
1.8 MARKET ASSESSMENT SUMMARY 							26


2 SCOPE, PURPOSE AND METHODOLOGY  28
2.1 SCOPE 									29
2.2 PURPOSE 									30
2.3 METHODOLOGY 								31
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 					32


3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 33
3.1 WORLDWIDE ECONOMY 								34
3.1.1  SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY  			36
3.1.2 SEMICONDUCTOR SALES GROWTH						37
3.1.3 TAIWAN MONTHLY SALES TRENDS						38
3.2 ELECTRONIC GOODS MARKET 							39
3.2.1 SMARTPHONES 								40
3.2.2 PC UNIT SHIPMENTS 							41
3.2.1.1 ELECTRIC VEHICLE (EV) MARKET TRENDS					42
3.2.1.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS				43
3.2.2  SERVERS / IT MARKET							44
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 				45
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 					46
3.3.2 WW FAB EXPANSION DRIVING GROWTH 						47
3.3.3 EQUIPMENT SPENDING TRENDS							48
3.3.4 TECHNOLOGY ROADMAPS							49
3.3.5 FAB INVESTMENT ASSESSMENT							50
3.4 POLICY & TRADE TRENDS AND IMPACT 						51
3.4.1 POLICY AND TRADE ISSUES							52
3.5 SEMICONDUCTOR MATERIALS OUTLOOK 						53
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?			54
3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD			55
3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026				56
3.5.4  TECHCET WAFER START FORECAST						57
3.5.5 TECHCET’S MATERIALS FORECAST 						58


4  ELECTRONIC GASES MARKET TREND  59
4.1 MARKET TRENDS DRIVING THE ELECTRONIC GAS BUSINESS 				60
4.1.1 MARKET TRENDS – WAFER STARTS						62
4.1.2 MARKET TRENDS – WAFER STARTS LOGIC					63
4.1.3 MARKET TRENDS – WAFER STARTS DRAM						64
4.1.4 MARKET TRENDS – WAFER STARTS NAND						65
4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS 					66
4.2.1 WF6 MARKET DEMAND								69
4.2.2 WF6 DEMAND DRIVERS							72
4.2.3 WF6 MARKET DEMAND								73
4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 			74
4.3.1 GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD 	TO PECVD		75
4.3.2  DEVICE ROADMAP 								76
4.3.3  LEADING EDGE DEVICE ARCHITECTURE						77
4.3.4  LEADING EDGE LOGIC ROADMAP						78
4.3.5  DEPOSITION PROCESS BY DEVICE TYPE AND MATERIAL—AN OVERVIEW  		79
4.3.6  DEPOSITION PROCESS BY DEVICE TYPE AND MATERIAL—AN OVERVIEW, continued  	80
4.3.7 SUMMARY OF DEVICE SEGMENT TRENDS AND OPPORTUNITIES			81
4.3.8 REGIONAL TRENDS – LINDE							82
4.3.9 REGIONAL TRENDS – AIR LIQUIDE						83
4.3.10 REGIONAL TRENDS – AIR PRODUCTS						86
4.3.11 REGIONAL TRENDS – TAIYO NIPPON SANO					87
4.3.12 REGIONAL TRENDS – KOREA							88
4.3.13 REGIONAL TRENDS – CHINA							89
4.4 US SPEC GAS FOCUS & SEGMENTATION 						90
4.4.1 US GROWTH FOLLOWS WAFER STARTS						91
4.4.2 SPEC GAS APPLICATIONS (FOCUS ON US MARKET)				92
4.4.3 THE US MARKETS ARE GENERALLY SMALL FOR THE CF GASES OF INTEREST 
      BUT EXHIBIT HEALTHY GROWTH.						93
4.4.4 THE US MARKET SIZE & GROWTH FOR SPECIALTY GASES OF INTEREST 
      ALSO SMALL BUT SHOWING HEALTHY GROWTH, CONTINUED				94
4.4.5 US MARKET DEPOSITION AND ETCH GASES OPPORTUNITIES				95	
4.4.6 US TAM IN DOLLARS FOR INDIVIDUAL ETCH GASES— UPSIDE 
      FORECAST VS. ORIGINAL MODEL						96
4.4.7 US HAS A FRAGMENTED SUPPLY CHAIN						97
4.4.8 US SPEC GAS SUMMARY							98
4.4.9 SUMMARY OF OTHER REGIONAL SPECIALTY GAS ISSUES				99
4.5 EHS AND LOGISTIC ISSUES – TUNGSTEN 						100
4.5.1 EHS AND LOGISTIC ISSUES – TUNGSTEN 					101
4.5.2 EHS AND LOGISTIC ISSUES – RUTHENIUM 					102
4.5.3 EHS AND LOGISTIC ISSUES – GREEN HOUSE GASES FROM 
      SEMICONDUCTOR PRODUCTION							103
4.5.4 EHS AND LOGISTIC ISSUES – GREEN HOUSE GASES FROM LOGIC PRODUCTION		104
4.5.5 EHS AND LOGISTIC ISSUES – SUSTAINABLE SEMICONDUCTOR TECHNOLOGIES 
      AND SYSTEMS (SSTS) RESEARCH PROGRAM 					105
4.5.6 NF3 REPLACEMENT F2 GAS							106
4.5.6.1 FLUORINATED GAS REGULATIONS						107
4.5.6.2 FLUORINATED GAS REGULATIONS						108
4.5.6.3 LINDE F-GAS INSTALLATION						109
4.6 GENERAL COMMENTS ON SPECIFICATIONS AND PURITY  				110
4.7 ELECTRONIC GAS SUPPLY CHAIN RISK FACTORS 					111
4.7.1 GEOPOLITICAL RISKS							112
4.7.2 RUSSIA RISKS								113
4.7.3 NATIONAL GOVERNMENT FINANCIAL SUPPORT					114
4.7.4 ENVIRONMENT REGULATION RISK						115
4.7.5 ENVIRONMENT REGULATION RISK — IMPLEMENTED TREATIES AND PROTOCOLS		116
4.7.6 SUPPLY CHAIN RISKS — RAW MATERIAL PRICING 				117
4.7.7 LOGISTICS									118
4.7.7.1 VOLUMES OF FREIGHT CONTAINERS 						119
4.7.8 IMPORT ACTIVITY & ASSOCIATED RISKS (EXAMPLE US IMPORTS)			120
4.8 MARKET TREND ASSESSMENT 							121


5 SEGMENT MARKET STATISTICS & FORECASTS  122
5.1 ELECTRONIC GAS MARKET – HISTORICAL AND 5-YEAR FORECAST 			123
5.1.1 INDUSTRIAL GAS MARKET 							124
5.1.2 ELECTRONIC GAS MARKET SHARE						125
5.1.3 SUPPLIER LIST, FINANCIALS AND PROFILES					126
5.1.4 MARKET DRIVERS FOR THE SPECIALTY GAS MARKET				127
5.2 SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND 				128
5.2.1 HE 5-YEAR SUPPLY & DEMAND							129
5.2.2 NE 5-YEAR SUPPLY & DEMAND							130
5.2.3 XE 5-YEAR SUPPLY & DEMAND							132
5.2.4 NF3 5-YEAR SUPPLY & DEMAND						134
5.2.5 TUNGSTEN HEXAFLUORIDE 5-YEAR SUPPLY & DEMAND				135
5.3 M&A ACTIVITIES 								136
5.4 NEW PLANTS 									137
5.4.1 NIHON SUO HOLDING CO., LTD. TO INCREASE DIBORANE CAPACITY			140
5.5 SUPPLIER PLANT CLOSURES 							141
5.6 NEW ENTRANTS - EUROPE CHINA ELECTRONIC MATERIALS (CHINA)			142 
5.6.1 NEW ENTRANTS  - NIHON SOSO (JPN) – DIBORANE IN ASIA			143
5.6.2 NEW ENTRANTS – NATA CHEMICALS						144
5.7 PRICING TRENDS 								145
5.8  PROCESS TOOLS SEGMENTED BY DEPOSITION METHOD				146
5.8.1 WFE DEPOSITION ASSESSMENT							147
5.9 CHANGES AND SHIFTS IN THE HE MARKET  					148
5.9.1 RUSSIA WAR ESCALATES, PUTTING A DAMPER ON HE SUPPLY			149
5.9.2 MARKET SIZE AND GROWTH 5-YEAR HELIUM SUPPLY & DEMAND (COMPRESSED GAS) 	150
5.10 GAS SUPPLY ASSESSMENT 							151


6  SUB TIER MATERIAL SUPPLY CHAIN  152
6.1  SALES CHANNELS  								153
6.2  LOGISTICS REQUIREMENTS  							154
6.2.1 SUB-TIER SUPPLY-CHAIN: TUNGSTEN DISRUPTIONS				155
6.3 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 						157
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 				158
6.5 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 					159
6.6 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 				160


7  SUPPLIER PROFILES  161
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


8  APPENDIX  272
8.1 GASES USED BY MULTIPLE INDUSTRIES 						273
8.1.1 SPECIALTY GAS INDUSTRY MATRIX						274
8.1.2 GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING				275
8.1.3 GASES USED IN THE DISPLAY INDUSTRY					276
8.2 SUPPLIER LISTING BY GAS TYPE 						278
8.2.1 HYDRIDES									279
8.2.2 SILICON PRECURSORS (SILANES)						280
8.2.3 ETCHANTS/CHAMBER CLEAN							281
8.2.4 DEPOSITION/MISC								282
8.2.5 BULK GASES								283
8.3 ETCH GAS ROADMAPS 								284
8.3.1 ETCH ROADMAPS 1 OF 3 							285
8.3.2 ETCH ROADMAPS 2 OF 3 							286
8.3.3 ETCH ROADMAPS 3 OF 3 							287


LIST OF FIGURES
FIGURE 1: ELECTRONIC GAS MARKET							14
FIGURE 2: ELECTRONIC GAS MARKET SEGMENTATION					15
FIGURE3:  TECHCET WAFER START FORECAST BY NODE					17
FIGURE 4: TECHNOLOGY ROADMAP DEVICES						20
FIGURE 5: TOTAL ELECTRONIC GAS MARKET SHARE 2021, US$6,3 BILLION		22
FIGURE 6: CO2EQ OUTPUT FROM ETCH GASES (SOURCE: IMEC)				24
FIGURE 7: TOTAL EMISSIONS AND ENERGY USE PROJECTION PER LOGIC NODE		25
FIGURE 8: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2021)		36
FIGURE 9: WORLDWIDE SEMICONDUCTOR SALES 					27
FIGURE 10: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*			38
FIGURE 11: SEMICONDUCTOR CHIP APPLICATIONS					39
FIGURE 12: MOBILE PHONE SHIPMENTS WW ESTIMATES 					40
FIGURE 13: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3				41
FIGURE 14: GLOBAL EV TRENDS							42
FIGURE 15: SEMICONDUCTOR SPEND PER VEHICLE TYPE					43
FIGURE 16: TSMC CONSTRUCTION SITE IN ARIZONA.					45
FIGURE 17: CHIP EXPANSIONS 2021-2026 > US$460 B					46
FIGURE 18: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD		47
FIGURE 19: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS			48
FIGURE 20: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP				49
FIGURE 21: EUROPE CHIP EXPANSION UPSIDE						54
FIGURE 22:  TECHCET WAFER START FORECAST BY NODE				56
FIGURE 23:  TECHCET WAFER START FORECAST BY LOGIC NODE				57
FIGURE 24:  GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK				58
FIGURE 25: FORECASTS – WAFER STARTS 2018 TO 2026 				62
FIGURE 26: FORECASTS – WAFER STARTS LOGIC 300 MM 				63
FIGURE 27: ANNUAL WAFER DRAM STARTS (MILLIONS OF 200MM EQUIVALENT / YEAR)	64
FIGURE 28: ANNUAL NAND WAFER STARTS (MILLIONS OF 200MM EQUIVALENT / YEAR)	65
FIGURE 29: 3DNAND STRUCTURE							69
FIGURE 30: MO PRECURSORS							70
FIGURE 31: AMPOULE TECH REQUIREMENTS						71
FIGURE 32: 3DNAND WAFER START FORECAST SHOWING USAGE OF W & MO TRANSITION	72
FIGURE 33: WAFER START FORECAST SHOWING TWO TIMING SCENARIOS WHERE MO COULD 
           BE INTRODUCED (MILLIONS OF 200MM EQUIVALENT / YEAR)			73
FIGURE 34: ALD FOR PHOTOLITHOGRAPHY IP						74
FIGURE 35: 3D DEVICE ARCHITECTURES						75
FIGURE 36: DEVICE TECHNOLOGY ROADMAPS						76
FIGURE 37: IMEC 2021 LOGIC ROADMAP						77
FIGURE 38: SCALING AND LITHOGRAPHY TRENDS					78
FIGURE 39: FINFET/GAA TRANSITION						79
FIGURE 40: AIR LIQUIDE REGIONAL FINANCIALS					83
FIGURE 41: AIR LIQUIDE REGIONAL FINANCIALS					84
FIGURE 42: AIR LIQUIDE REGIONAL FINANCIALS					85
FIGURE 43:  WAFER START UPSIDE FROM US FAB EXPANSION				91
FIGURE 44:  US REGIONAL 5-YEAR GROWTH FORECASTS FOR C4F6, C4F8,CH3F AND CH2F2	93
FIGURE 45: US REGIONAL 5-YEAR FORECASTS FOR CL2, BCL3, HBR			94
FIGURE 46 : US REGIONAL  5-YEAR FORECASTS FOR WF6 & NF3				95
FIGURE 47:  WAFER START UPSIDE FROM US FAB EXPANSION				96
FIGURE 48: CO2EQ OUTPUT FROM ETCH GASES (SOURCE: IMEC)				103
FIGURE 49: TOTAL EMISSIONS AND ENERGY USE PROJECTION PER LOGIC NODE		104
FIGURE 50: F2 AND NF3 ACTIVATION						106
FIGURE 51: CHINA SPOT PRICES OF KEY RAW MATERIALS				117
FIGURE 52: PORT TRAFFIC LA AND LONG BEACH					118
FIGURE 53: CONTAINER FREIGHT PRICE IN USD					118
FIGURE 54: POLA CONTAINER VOLUMES						119
FIGURE 55: ELECTRONIC GAS MARKET						123
FIGURE 56: TOTAL INDUSTRIAL GAS MARKET 2021, US$97 BILLION			124
FIGURE 57: TOTAL ELECTRONIC GAS MARKET 2021, US$6,3 BILLION			125
FIGURE 58: ELECTRONIC GAS MARKET SEGMENTATION					127
FIGURE 59: HE WW SUPPLY AND DEMAND						129
FIGURE 60: 2026 HE MARKET SHARE - WW REGIONS					130
FIGURE 61: TOTAL NEON DEMAND VS. SUPPLY 					131
FIGURE 62: TOTAL XENON DEMAND VS. SUPPLY (MILLION LITERS/YR)			132
FIGURE 63: TOTAL KRYPTON DEMAND VS. SUPPLY (MILLION LITERS/YR)			133
FIGURE 64: NF3  SUPPLY/DEMAND							134
FIGURE 65: WF6 FORECAST								135
FIGURE 66: HARDMASK SCHEMATIC							140
FIGURE 67: LATEST SITUATION MAP IN UKRAINE, SHOWING TAKEN MAURIUPOL 
           BUT ODESSA STILL FREE						141
FIGURE 68: ECEM PRODUCT OFFERINGS						142
FIGURE 69: NIHON SOSO ELECTRONICS GAS BUSINESS IN ASIA				143
FIGURE 70: NATA CHEMICALS FACILITIES						144
FIGURE 71: COMPRESSED NEON PRICE ESCALATION					145
FIGURE 72: DEPOSITION SEGMENTS (USD BILLION)					146
FIGURE 73: HELIUM ELECTRONICS MARKET DEMAND BASED ON APPLICATIONS ~16% 
           (CONSERVATIVE) TO 19% (UPSIDE) IN MCM				150
FIGURE 74: HE MATERIALS SUPPLIER TIER STRUCTURE 				153
FIGURE 75: TUNGSTEN USE BY INDUSTRY (TECHCET ESTIMATE 2020)			155
FIGURE 76: ELECTRONIC SPECIALTY GASES						277
FIGURE 77: BULK GASES								277


LIST OF TABLES
TABLE 1: ELECTRONIC GAS MARKET SIZE AND GROWTH					14
TABLE 2: ELECTRONIC GAS MARKET GROWTH RATES BY END MARKET			15
TABLE 3: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND					16
TABLE 4: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE & PROCESS TECHNOLOGY	21
TABLE 5: GLOBAL GDP AND SEMICONDUCTOR REVENUES*					34
TABLE 6: IMF ECONOMIC OUTLOOK* 							35
TABLE 7: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021		44
TABLE 8: OVERVIEW OF DEPOSITION PROCESSES BY DEVICE TYPE AND MATERIAL		79
TABLE 9: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE				81
TABLE 10: LINDE FINANCIALS AND REGIONAL SALES					82
TABLE 11: AIR PRODUCTS REGIONAL FINANCIALS					86
TABLE 12: TAIYO NIPPON SANSO REGIONAL FINANCIALS				87
TABLE 13: GAS SEGMENTATION GROUPS/DEFINITIONS 					90
TABLE 14: GASES OF INTEREST AND APPLICATIONS					92
TABLE 15: C4F6, C4F8, CH2F2, CHF3, CAGRS (2021-2025)				93
TABLE 16: CL2, BCL3, HBR, CAGRS (2021-2025)					94
TABLE 17: WF6 AND NF3 FORECAST AND CAGRS (2021-2025)				95
TABLE 18:  US TAM UPSIDE FOR WF6 AND NF3 (M$USD)				96
TABLE 19: ESTIMATED SUPPLY CHAIN SUPPLIER RANKING				97
TABLE 20: REGIONAL SUMMARY OF GAS MARKET					99
TABLE 21: GAS GWP AND ATMOSPHERIC LIFETIME					106
TABLE 22: IMPORT ACTIVITY OCTOBER 2020 THROUGH MAY 2021				120
TABLE 23: ELECTRONIC GAS MARKET SIZE AND GROWTH					123
TABLE 24: TOTAL REVENUE 2021OF MAJOR GAS COMPANIES AND GAS SUPPLIERS		126
TABLE 25: ELECTRONIC GAS MARKET GROWTH RATES BY END MARKET			127
TABLE 26: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND					128
TABLE 27: M&A ACTIVITIES							136
TABLE 28: EQUIPMENT MARKET SIZE (US$ B)						146
TABLE 29: SPECIALTY GAS INDUSTRY MATRIX						274
TABLE 30: GASES USED IN FPD MANUFACTURING 					276
TABLE 31: HYDRIDE GAS SUPPLIERS							279
TABLE 32: SILICON PRECURSOR SUPPLIERS						280
TABLE 33: ETCHANT GAS SUPPLIERS							281
TABLE 34: DEPOSITION/MISC. GAS SUPPLIERS					282
TABLE 35: BULK GAS SUPPLIERS							283
TABLE 36: ETCH ROADMAPS								285
TABLE 37: ETCH ROADMAPS								286
TABLE 38: ETCH ROADMAPS								287


Reviews

There are no reviews yet.

Be the first to review “Electronic Gases including Ne & Xe-NEW”

Your email address will not be published.

0

Your Cart