Description
This report covers the market and supply-chain for Photolithography Materials used in semiconductor device fabrication. The report contains data and analysis from TECHCET’s data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. To download full table of contents: click here.
• Focuses on the markets for lithography materials, covering photoresists, extension, and ancillary materials
• Provides focused information for electronics supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key lithography materials suppliers, issues/trends in the lithography materials supply chain, estimates on supplier market share, and lithography materials market forecasting
• Technological trend analysis, details on the supply-chain for these specialized lithography materials are discussed
• Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst
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Table of Contents
1 EXECUTIVE SUMMARY
1.1 PHOTOLITHOGRAPHY MARKET OVERVIEW
1.2 PHOTOLITHOGRAPHY MATERIALS BUSINESS – MARKET OVERVIEW
1.3 INTERNATIONAL TRENDS IMPACTING PHOTOLITHOGRAPHY 2025 OUTLOOK
1.4 PHOTOLITHOGRAPHY APPLICATIONS EFFECTING MARKET TRENDS
1.5 PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
1.6 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
1.7 TECHNOLOGY TRENDS
1.8 COMPETITIVE LANDSCAPE – PHOTORESIST SUPPLIERS
1.9 REGIONAL USE OF PHOTOLITH MATERIALS
1.10 EHS ISSUES – PFAS
1.11 ANALYST ASSESSMENT OF PHOTOLITHOGRAPHY MATERIALS
2 SCOPE, PURPOSE AND METHODOLOGY
2.1 SCOPE, PURPOSE & METHODOLGY
2.2 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK
3.1 WORLDWIDE ECONOMY AND OUTLOOK
3.2 WORLDWIDE ECONOMY AND OVERVIEW
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
3.2.3 SEMICONDUCTOR SALES GROWTH
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK
3.3.2 PC OUTLOOK
3.3.3 SMARTPHONE OUTLOOK
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK
3.3.5 SERVERS / IT MARKET
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US
3.4.4 EQUIPMENT SPENDING TRENDS
3.4.5 TECHNOLOGY ROADMAPS
3.5 POLICY & TRADE TRENDS AND IMPACT
3.6 SEMICONDUCTOR MATERIALS OVERVIEW
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029
3.6.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2029
4 PHOTORESIST SEGMENT MARKET TRENDS
4.1 2024 PHOTORESIST SEGMENT MARKET LEADING INTO 2025
4.1.1 PHOTORESIST SEGMENT MARKET OUTLOOK
4.1.2 PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
4.1.2.1 EUV PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
4.1.2.2 ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
4.1.2.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
4.1.3 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
4.1.3.1 EUV PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
4.1.3.2 ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
4.1.3.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE
4.2.1 PHOTORESIST MATERIALS PRODUCTION BY REGION
4.2.1.1 CANON PRODUCTION CAPACITY EXPANSIONS
4.2.1.2 DUPONT PRODUCTION CAPACITY EXPANSIONS
4.2.1.3 DONGJIN PRODUCTION CAPACITY EXPANSIONS
4.2.1.4 FUJIFILM PRODUCTION CAPACITY EXPANSIONS
4.2.1.5 JSR PRODUCTION CAPACITY EXPANSIONS
4.2.1.6 MERCK KGAA, EMD ELECTRONICS PRODUCTION CAPACITY EXPANSIONS
4.2.1.7 SHIN-ETSU PRODUCTION CAPACITY EXPANSIONS
4.2.1.8 SUMITOMO PRODUCTION CAPACITY EXPANSIONS
4.2.1.9 TOK PRODUCTION CAPACITY EXPANSIONS
4.2.2 REGIONAL ASPECTS AND DRIVERS
4.2.3 INVESTMENT ANNOUNCEMENTS OVERVIEW
4.3 PRICING TRENDS
4.4 PATTERNING TECHNOLOGY TRENDS
4.4.1 PATTERNING TECHNOLOGY TRENDS, EUV EXPOSURE TYPES
4.4.2 PATTERNING TECHNOLOGY TRENDS – DSA
4.4.3 PATTERNING TECHNOLOGY TRENDS – NANOIMPRINT LITHOGRAPHY (NIL)
4.5 PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE
4.5.1 3D NAND TRENDS
4.6 PHOTORESIST TECHNOLOGY TRENDS
4.6.1 SPECIALTY/EMERGING PHOTORESIST MATERIALS/RELATED
4.7 REGIONAL CONSIDERATIONS
4.7.1 REGIONAL ASPECTS AND DRIVERS
4.8 EHS ISSUES
4.8.1 EHS ISSUES – PFAS
4.8.2 REGIONAL EHS ISSUES – PFAS FOR US, EU, S. KOREA & CHINA
4.9 ANALYST ASSESSMENT OF PHOTORESIST SEGMENT MARKET TRENDS
5 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSIONS SEGMENT MARKET TRENDS
5.1 ANCILLARIES AND EXTENSION SEGMENT MARKET OUTLOOK
5.1.1 ANCILLARIES MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.1.1 ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.1.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.1.3 ANCILLARIES MATERIALS (PTD) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.2 ANCILLARIES MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.2.1 ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.2.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.2.3 ANCILLARIES MATERIALS (PTD) 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.3 EXTENSIONS MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.3.1 EXTENSIONS (KRF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.3.2 EXTENSIONS (ARF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.3.3 EXTENSIONS (SOC) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.3.4 EXTENSIONS (SI BARC) 5-YEAR VOLUME FORECAST BY SEGMENT
5.1.4 EXTENSIONS MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.4.1 EXTENSIONS (KRF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.4.2 EXTENSIONS (ARF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.4.3 EXTENSIONS (SOC) 5-YEAR REVENUE FORECAST BY SEGMENT
5.1.4.4 EXTENSIONS (SI BARC) 5-YEAR REVENUE FORECAST BY SEGMENT
5.2 ANCILLARIES AND EXTENSIONS MATERIALS MARKET LANDSCAPE AND INVESTMENTS - OUTLINE
5.2.1 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES
5.2.2 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES (NON-PHOTORESIST MAKERS)
5.2.3 MARKET LANDSCAPE / KEY SUPPLIERS OF EXTENSION MATERIALS
5.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW
5.3 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
5.3.1 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS GENERAL TECHNOLOGY OVERVIEW
5.3.2 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS TECHNOLOGY TRENDS
5.4 EHS AND TRADE/LOGISTIC ISSUES FOR ANCILLARIES AND EXTENSION MATERIALS
5.5 ANALYST ASSESSMENT OF ANCILLARIES SEGMENT MARKET TRENDS
5.5.1 ANALYST ASSESSMENT OF EXTENSIONS SEGMENT MARKET TRENDS
6 PHOTOLITHOGRAPHY MATERIALS MARKET SUPPLIER LANDSCAPE
6.1 PHOTORESIST MATERIALS PRODUCTION CAPACITY OF TOP SUPPLIERS
6.1.1 CURRENT QUARTER - REPORTED REVENUES & SUPPLIERS’ ACTIVITIES
6.2 M&A ACTIVITY AND PARTNERSHIPS
6.3 PLANT CLOSURES
6.4 NEW ENTRANTS
6.5 SUPPLIER DISRUPTIONS
6.5.1 SUPPLIERS OR PARTS/PRODUCT LINES AT RISK OF DISCONTINUATION
6.6 TECHCET ANALYST ASSESSMENT OF PHOTOLITHOGRAPHIC MATERIALS SUPPLIERS
7 SUB-TIER SUPPLY-CHAIN, PHOTOLITHOGRAPHY MATERIALS
7.1 SUB-TIER SUPPLY CHAIN: PHOTORESISTS COMPONENTS
7.2 PHOTORESIST RESINS
7.3 PHOTORESIST SOLVENTS
7.4 PHOTORESIST OTHER COMPONENTS
7.5 PHOTORESIST COMPONENTS REFERENCES & SOURCES
8 SUPPLIER PROFILES
AUECC
AVANTOR
ALLRESIST GESELLSCHAFT FÜR CHEMISCHE
BASF
BREWER SCIENCE
AND MORE…
9 APPENDIX
9.1 TECHNOLOGY TRENDS
9.2 DSA CHEMISTRY EXPLAINED
9.3 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS TECHNOLOGY TRENDS
FIGURES
FIGURE 1.1: PHOTOLITHOGRAPHY MATERIALS VOLUME FORECAST BY SEGMENT
FIGURE 1.2: PHOTOLITHOGRAPHY MATERIALS REVENUE FORECAST BY SEGMENT
FIGURE 1.3: BOTTOM ANTI-REFLECTIVE COATING (BARC)
FIGURE 1.4: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2024
FIGURE 1.5: REGIONAL USAGE OF MATERIALS 2025 FORECAST
FIGURE 1.6: ASML EUV AND HIGH NA EUV SYSTEM
FIGURE 3.1: HISTORICAL AND FORECASTED GDP GROWTH (2000 – 2029)
FIGURE 3.2: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2024)
FIGURE 3.3: WORLDWIDE SEMICONDUCTOR SALES ($B)
FIGURE 3.4: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) MOMENTUM TRACKER
FIGURE 3.5: 2024 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.6: SMARTPHONE SHIPMENTS, WW ESTIMATES
FIGURE 3.7: GLOBAL LIGHT VEHICLE PRODUCTION FORECAST (IN MILLIONS OF UNITS)
FIGURE 3.8: US EV RETAIL SHARE FORECAST
FIGURE 3.9: AUTOMOTIVE SEMICONDUCTOR FORECAST ESTIMATES (2018-2029, B$'S USD)
FIGURE 3.10: AI INFRASTRUCTURE VALUE FORECAST
FIGURE 3.11: SCALE OF TODAY’S AI-CENTRIC DATA CENTERS
FIGURE 3.12: TSMC PHOENIX FAB INVESTMENT TO EXCEED US $65B
FIGURE 3.13: ESTIMATED GLOBAL FAB INVESTMENT 2024-2029 ($858.6B)
FIGURE 3.14: ANNOUNCED PUBLIC STIMULUS AND RESPECTIVE SEMICONDUCTOR CHIP MANUFACTURING REGIONS
FIGURE 3.15: SEMICONDUCTOR SUPPLY CHAIN EXPANSIONS WITHIN THE US
FIGURE 3.16: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M)
FIGURE 3.17: TSMC LOGIC ROADMAP BY NODE
FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS MILLIONS OF 200MM EQUIVALENTS PER YEAR
FIGURE 3.19: TECHCET WORLDWIDE ELECTRONIC MATERIALS FORECAST($M USD)
FIGURE 4.1: PHOTORESIST VOLUME FORECAST BY SEGMENT
FIGURE 4.2: EUV PHOTORESIST VOLUME FORECAST BY SEGMENT
FIGURE 4.3: ARF AND ARFI PHOTORESIST VOLUME FORECAST BY SEGMENT
FIGURE 4.4: KRF, I & G-LINE PHOTORESIST VOLUME FORECAST BY SEGMENT
FIGURE 4.5: PHOTORESIST REVENUE FORECAST BY SEGMENT
FIGURE 4.6: EUV PHOTORESIST REVENUE FORECAST BY SEGMENT
FIGURE 4.7: ARF AND ARFI PHOTORESIST REVENUE FORECAST BY SEGMENT
FIGURE 4.8: KRF, I & G-LINE PHOTORESIST REVENUE FORECAST BY SEGMENT
FIGURE 4.9: SCANNER TECHNOLOGY TRENDS ARF TO EUV
FIGURE 4.10: SCANNER TECHNOLOGY – EUV ROADMAP
FIGURE 4.11: EUV RESIST RECTIFICATION
FIGURE 4.12: RECTIFICATION FLOW USING DSA
FIGURE 4.13: NANOIMPRINT LITHOGRAPHY (NIL)
FIGURE 4.14: ESTIMATE OF LITHO EXPOSURES BY DEVICE TYPE
FIGURE 4.15: EXAMPLE OF 3D NAND LAYERS AND STAIRCASE
FIGURE 4.16: CHINESE VERSION OF EUV LITHOGRAPHY TOOL IN DEVELOPMENT
FIGURE 4.17: 2025 ESTIMATED PHOTORESIST REVENUE SHARE BY REGION
FIGURE 4.18: CO2 EQUIVALENT EMISSIONS PER TECHNOLOGY NODE FOR 300MM PRODUCTION (METRIC TON)
FIGURE 5.1: ANCILLARIES VOLUME FORECAST BY SEGMENT
FIGURE 5.2: EBR AND PREWET VOLUME FORECAST BY SEGMENT
FIGURE 5.3: NTD CHEMICALS VOLUME FORECAST BY SEGMENT
FIGURE 5.4: PTD VOLUME FORECAST BY SEGMENT
FIGURE 5.5: ANCILLARIES REVENUE FORECAST BY SEGMENT
FIGURE 5.6: EBR AND PREWET REVENUE FORECAST BY SEGMENT
FIGURE 5.7: NTD CHEMICALS REVENUE FORECAST BY SEGMENT
FIGURE 5.8: PTD REVENUE FORECAST BY SEGMENT
FIGURE 5.9: EXTENSIONS VOLUME FORECAST BY SEGMENT
FIGURE 5.10: KRF BARC VOLUME FORECAST BY SEGMENT
FIGURE 5.11: ARF BARC VOLUME FORECAST BY SEGMENT
FIGURE 5.12: SOC VOLUME FORECAST BY SEGMENT
FIGURE 5.13: SI BARC VOLUME FORECAST BY SEGMENT
FIGURE 5.14: EXTENSIONS REVENUE FORECAST BY SEGMENT
FIGURE 5.15: KRF BARC REVENUE FORECAST BY SEGMENT
FIGURE 5.16: ARF BARC REVENUE FORECAST BY SEGMENT
FIGURE 5.17: SOC REVENUE FORECAST BY SEGMENT
FIGURE 5.18: SI BARC REVENUE FORECAST BY SEGMENT
FIGURE 5.19: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST
FIGURE 6.1: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2024
FIGURE 6.2: DRY EUV METAL OXIDE PHOTOLITHOGRAPHY PROCESS AND PRINTED IMAGE
FIGURE 9.1 : TRADE OFFS WITH EUV
FIGURE 9.2: SELECTIVE DSA EXAMPLE
FIGURE 9.3: DEVELOPER TRANSITION
TABLES
TABLE 1.1: PHOTOLITHOGRAPHY MATERIALS GROWTH OVERVIEW
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: INITIALLY ANNOUNCED US RECIPROCAL TARIFF SCHEDULE, BY COUNTRY
TABLE 3.3: WORLDWIDE PC FORECAST BY SEGMENT
TABLE 3.4: IT MARKET SPENDING FORECAST, 2025
TABLE 4.1: MATERIAL SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023 - 2025 PHOTORESIST MATERIALS SUPPLIER INVESTMENTS
TABLE 4.3: REGIONAL PHOTOLITHOGRAPHY MATERIALS TRENDS
TABLE 4.4: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY
TABLE 5.1: SOLVENT SUPPLIERS
TABLE 5.2: ANCILLARY SUPPLIER LANDSCAPE
TABLE 5.3: KEY SUPPLIERS OF EXTENSION MATERIALS
TABLE 5.4: OVERVIEW OF ANNOUNCED 2023 - 2025 ANCILLARY & EXTENSION MATERIALS SUPPLIER INVESTMENTS
TABLE 6.1: MOST RECENT REPORTED QUARTERLY LITHO MATERIAL SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
