ALD/ High K Metal Precursors-NEW

$8,900.00

• Provides market and technical trend information on organic and inorganic precursors, addressing CVD, ALD applications including high κ metal-oxides, barrier layers, metal interconnects, and capping layers, among others.
• 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

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Description

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

1  Executive Summary  11
 1.1 CVD/ALD HI-K METAL PRECURSORS – MARKET OVERVIEW 			12
 1.2 SEGMENT REVENUE TRENDS & FORECAST 					13
 1.3 MARKET TRENDS IMPACTING MATERIALS SEGMENT OUTLOOK 			14
 1.4 YEAR 2021 IN REVIEW 						16
 1.5 SEGMENT 5-YEAR REVENUE FORECAST – METAL & HIGH-K 			17
 1.6 TECHNOLOGY TRENDS 							19
 1.7 COMPETITIVE LANDSCAPE 						20
 1.8 EHS ISSUES/CONCERNS 						21
 1.9 ANALYST ASSESSMENT 						22

2  Scope, Purpose, and Methodology  25
 2.1 SCOPE 								26
 2.2 PURPOSE 								27
 2.3 METHODOLOGY 							28
 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
 3.2.1.1 ELECTRIC VEHICLE (EV) MARKET TRENDS				39
 3.2.1.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS			40
 3.2.2 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
 4.2.1 SUPPLY CAPACITY AND DEMAND, INVESTMENTS: HAFNIUM & ZIRCONIUM	65
 4.2.1.1 WF6 MARKET DEMAND						66
 4.2.1.2 WF6 MARKET DEMAND						67
 4.2.1.3 WF6 MARKET DEMAND						68
 4.2.1.4 WF6 DEMAND DRIVERS						69
 4.2.1.5 WF6 MARKET DEMAND						70
 4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 		71
 4.3.1 GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD TO PECVD	72
 4.3.2  DEVICE ROADMAP 							73
 4.3.3  LEADING EDGE DEVICE ARCHITECTURE				74
 4.3.4  LEADING EDGE LOGIC ROADMAP					75
 4.3.5  DEPOSITION PROCESS BY DEVICE TYPE AND MATERIAL—AN OVERVIEW  	76
 4.3.5.1 DRAM DEPOSITION APPLICATIONS					77
 4.3.5.2 3DNAND DEPOSITION APPLICATIONS					78
 4.3.5.3 LOGIC DEPOSITION APPLICATIONS					79
 4.3.5.4 ALD PRECURSORS FOR SPACE DEFINED MULTI-PATTERNING		80
 4.3.5.5 SUMMARY OF DEVICE SEGMENT TRENDS AND OPPORTUNITIES		81
 4.3.6 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE 		82
 4.3.6.1 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE 		83
 4.3.6.2 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE		84 
 4.3.6.3 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE		85
 4.3.7 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE (MOCVD)	86
 4.3.7.1 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE (MOCVD) 	87
 4.3.7.2 AN OVERVIEW OF SILICON CARBIDE AND GALLIUM NITRIDE (MOCVD) 	88
 4.4. DRY RESIST FOR EUV						89
 4.5 REGIONAL TRENDS – METAL PRECURSORS 				90
 4.5.1 REGIONAL TRENDS – METAL PRECURSORS				91
 4.5.2 REGIONAL TRENDS – TOTAL PRECURSOR MARKET 			92
 4.5.3 REGIONAL TRENDS AND DRIVERS					93
 4.6 EHS AND LOGISTIC ISSUES 						95
 4.6.1 EHS AND LOGISTIC ISSUES – ZIRCONIUM AND HAFNIUM 			96
 4.6.2 EHS AND LOGISTIC ISSUES – TITANIUM				98
 4.6.3 EHS AND LOGISTIC ISSUES – TUNGSTEN 				99
 4.6.4 EHS AND LOGISTIC ISSUES – COBALT 				101
 4.6.5 EHS AND LOGISTIC ISSUES – RUTHENIUM				103
 4.6.6 EHS AND LOGISTIC ISSUES – GREEN HOUSE GASES FROM 
       LOGIC PRODUCTION							105
 4.7 CHANGES IN STANDARD PACKAGING/VALVE TYPES 				106
 4.8 MARKET ASSESSMENT 							107

5  Market Segment Statistics & Forecast  108
 5.1 PRECURSOR MARKET – HISTORICAL AND 5-YEAR FORECAST 			109
 5.1.1 CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 2020 TO 2026		110
 5.1.2 CVD/ALD METAL PRECURSOR REVENUE 2020 TO 2026 (M USD)		111
 5.1.3 ALD HIGH-K PRECURSOR REVENUE 2020 TO 2026 (MUSD)			112
 5.1.4 ASSESSMENT- METAL & HIGH-K					113
 5.2 M&A ACTIVITIES 							114
 5.3 SUPPLY-DEMAND FORECAST – WF6 (UNTIL 2023) 				115
 5.4 SUPPLY-DEMAND FORECAST – WF6 (UNTIL 2025) 				116
 5.5 NEW PLANTS 							117
 5.6 SUPPLIER PLANT CLOSURES 						118
 5.7 NEW ENTRANTS - EUROPE CHINA ELECTRONIC MATERIALS (CHINA)		119 
 5.7.1 NEW ENTRANTS – NATA CHEMICALS					120
 5.8 PRICING TRENDS 							121
 5.9 COMPETITIVE LANDSCAPE — PRECURSOR SUPPLIER MARKET SHARE		122
 5.9.1 COMPETITIVE LANDSCAPE — PRECURSOR MARKET BY REGION		123
 5.9.2 COMPETITIVE LANDSCAPE — PROCESS TOOLS				124
 5.9.3 COMPETITIVE LANDSCAPE — PROCESS TOOL FORECAST GROWTH		125
 5.9.4 LONG TERM AND 5-YEAR WAFER EQUIPMENT FORECAST			126
 5.9.5 PROCESS TOOLS SEGMENTED BY DEPOSITION METHOD			127
 5.10 WFE DEPOSITION ASSESSMENT 					128

6  Sub Tier Material Supply Chain  129 
 6.1 SUB-TIER SUPPLY-CHAIN: INTRODUCTION 				130
 6.1.1 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS				131
 6.1.2 SUB-TIER SUPPLY-CHAIN: TUNGSTEN DISRUPTIONS			132
 6.2 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 				134
 6.3 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 			135
 6.4 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 				137
 6.5 SUB-TIER SUPPLY-CHAIN PLANTS UPDATES-NEW 				138
 6.6 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 				139
 6.7 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 			140

7  Supplier profiles  140
 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

  LIST OF FIGURES	
 FIGURE 1: TOTAL PRECURSOR MARKET (M USD)				13
 FIGURE 2: TOTAL PRECURSOR MARKET (M USD)				16
 FIGURE 3: CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 
           2020 TO 2026 (MUSD)						17
 FIGURE 4: GLOBAL ADVANCED PRECURSOR MARKET 2021 (USD)			20
 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 			60
 FIGURE 23: FORECASTS – WAFER STARTS LOGIC 300MM			61
 FIGURE 24: FORECASTS – WAFER STARTS DRAM 300MM				62
 FIGURE 25: ANNUAL WAFER STARTS (MILLIONS OF 200MM EQUIVALENT / YEAR)	63
 FIGURE 26:  ZIRCONIUM METAL DEMAND 2021 1.6 MILLION TONNES		66
 FIGURE 27: HAFNIUM METAL DEMAND 2021 78 TONNES				66
 FIGURE 28: 3DNAND STRUCTURE						67
 FIGURE 29: MO PRECURSORS						68
 FIGURE 30: W USAGE PER WAFER STARTS					70
 FIGURE 31: ANNUAL WAFER STARTS (MILLIONS OF 200MM EQUIVALENT / YEAR)	71
 FIGURE 32: ALD DIELECTRICS FOR PHOTOLITHOGRAPHY IP			72
 FIGURE 33: DEVICE ARCHITECTURES					73
 FIGURE 34: DEVICE ROADMAPS						74
 FIGURE 35: IMEC 2021 LOGIC ROADMAP					75
 FIGURE 36: SCALING AND LITHOGRAPHY TRENDS				76
 FIGURE 37: IMEC 2021 LOGIC ROADMAP					76
 FIGURE 38: GENERAL SPACER PROCESS FLOW					83
 FIGURE 39: PRECURSORS FOR SPACE DEFINED MULTIPATTERING			81
 FIGURE 40: POWER DEVICE APPLICATION OVERVIEW				84
 FIGURE 41: POWER MOSFET STRUCTURE					85
 FIGURE 42: POWER DEVICE TRADEOFFS					85
 FIGURE 43:  MARKET SHARE EPI MOCVD EQUIP. TOTAL AVAILABLE MARKET-  
            US$700 M  							88
 FIGURE 44: 20 NM LINE/SPACE PATTERN FOR EUV METAL RESIST		90
 FIGURE 45: 2021 METAL PRECURSOR MARKET SHARE				92
 FIGURE 46: TOTAL PRECURSOR MARKETS REGIONAL 2021 USD 1.4 BILLION	93
 FIGURE 47: ENVIRONMENTAL FOOTPRINT OF MOORES LAW			106
 FIGURE 48: SEGMENTATION OF THE AMPOULE FLEER 2020 BASED ON 
            NUMBER OF UNITS IN THE FIELD				107
 FIGURE 49: TOTAL PRECURSOR MARKET (M USD)				110
 FIGURE 50: CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 
            2020 TO 2026 (MUSD)						111
 FIGURE 51: CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 
            2020 TO 2026 (MUSD)						112
 FIGURE 52: CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 
	    2020 TO 2026 (MUSD)						113
 FIGURE 53: WF6 SUPPLY VS. DEMAND THROUGH 2023				116
 FIGURE 54: WF6 SUPPLY VS. DEMAND THROUGH 2025				117
 FIGURE 55: UMICORE CO AND PT PRECURSORS				119
 FIGURE 56: ECEM PRODUCT OFFERINGS					120
 FIGURE 57: TOTAL MARKET METAL & HIGH-K PRECURSOR MARKET SHARE 
            2021 (U$$742 M)						123
 FIGURE 58: GLOBAL ADVANCED PRECURSOR MARKET 2021 (USD)			124
 FIGURE 59: SEMICONDUCTOR EQUIPMENT SEGMENTATION			125
 FIGURE 60: SEMICONDUCTOR EQUIPMENT FORECAST				126
 FIGURE 61: SEMICONDUCTOR MARKET SIZE AND OUTLOOK			127
 FIGURE 62: SEMICONDUCTOR EQUIPMENT FORECAST				127
 FIGURE 63: DEPOSITION SEGMENTS (USD BILLION)				128
 FIGURE 64: TYPICAL NON-HALIDE LIGANDS USED FOR ALD PRECURSORS		131
 FIGURE 63: WORLDWIDE TUNGSTEN PRODUCTION AND RESERVES			132
 FIGURE 66: TUNGSTEN USE BY INDUSTRY (TECHCET ESTIMATE 2020)		133
 FIGURE 67: SYSTEM DEFINITION OF THE GLOBAL ANTHROPOGENIC COBALT 
            CYCLE AND MODELING FRAMEWORK FOR COBALT DEMAND AND 
            SECONDARY SUPPLY POTENTIALS.				137

 LIST OF TABLES	
 TABLE 1: PRECURSOR MARKET GROWTH OVERVIEW				12
 TABLE 2: PRECURSOR MARKET SIZE						13
 TABLE 3: INDUSTRY AND ECONOMIC SUMMARY					16
 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: OVERVIEW OF DEPOSITION PROCESSES BY DEVICE TYPE AND MATERIAL	77
 TABLE 8: DRAM PRECURSOR APPLICATIONS					78
 TABLE 9: 3DNAND PRECURSOR APPLICATIONS					79
 TABLE 10: LOGIC PRECURSOR APPLICATIONS					80
 TABLE 11: GENERAL PRECURSOR TRENDS AND OPPORTUNITIES BY DEVICE TYPE	82
 TABLE 12: MOCVD APPLICATIONS - EPI DEPOSITION ON SUBSTRATE  		87
 TABLE 13: MOCVD EQUIPMENT VENDORS					88
 TABLE 14: REGIONAL PRECURSOR TRENDS					91
 TABLE 15: PRECURSOR MARKET SIZE BY REGION				93
 TABLE 16:  REGIONAL PRECURSOR MARKETS					94
 TABLE 17:  REGIONAL WAFER MARKETS					95
 TABLE 18: PRECURSOR MARKET SIZE					110
 TABLE 19: M&A ACTIVITIES						115

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