Description
O-rings are the most common type of seal used in the semiconductor industry and face the same quality and demand drivers as other components, equipment, and chemicals used in the manufacture of leading-edge and mature semiconductor devices. Although multiple elastomeric materials are used in o-ring service, fluoroelastomers (both FKM and FFKM) are becoming the de facto standard in semiconductor applications due to their excellent performance in extreme temperatures and resistance to degradation by a wide range of chemicals. This report focuses on the semiconductor perfluoroelastomer o-ring market. It will cover several aspects of this market:
- • Technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings
- • Market size and forecast
- • Competitive landscape
Table of Contents:
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1 EXECUTIVE SUMMARY 8 2 SCOPE AND METHODOLOGY 10 2.1 SCOPE 11 2.2 PURPOSE 12 2.3 METHODOLOGY 13 3 SEMICONDUCTOR INDUSTRY MARKET TRENDS 14 3.1 2024 ECONOMIC OUTLOOK: SOFT LANDING, ANEMIC RECOVERY 15 3.2 WORLDWIDE ECONOMY AND OUTLOOK 16 3.3 BARE SILICON WAFER SHIPMENT FORECAST 17 3.4 FINISHED WAFER SHIPMENT TRENDS 18 3.5 WSTS MONTHLY SALES TRENDS 19 3.6 2024 INDUSTRY OUTLOOK 20 3.7 2024 IS THE START: HUGE INVESTMENT IN CHIP EXPANSIONS 21 3.8 THE UPSIDE WITH FAB EXPNSIONS 22 3.9 EQUIPMENT SPENDING TRENDS 23 4 O-RING TECHNICAL REQUIREMENTS 24 4.1 SEMICONDUCTOR SEALS 25 4.2 O-RING PERFORMANCE REQUIREMENTS 26 4.3 O-RING MATERIALS 27 4.4 WHY FLUOROELASTOMERS 29 4.4.1 THE CASE FOR FLUOROELASTOMERS – OUTGASSING 30 4.4.2 THE CASE FOR FLUOROELASTOMERS – HF 31 4.4.3 THE CASE FOR PERFLUOROELASTOMERS – SOLVENTS 32 4.4.4 THE CASE FOR PERFLUOROELASTOMERS – PLASMA 33 4.4.5 THE CASE FOR PERFLUOROELASTOMERS – TEMPERATURE 34 4.4.6 THE CASE FOR PERFLUOROELASTOMERS – PURITY 35 4.5 PFAS – THE ELEPHANT IN THE ROOM 36 4.5.1 THE PROBLEM WITH PFAS 37 4.5.2 STATUS OF PFAS AVAILABILITY 38 4.5.3 REPLACING PFAS IS DIFFICULT 39 4.5.4 FUTURE OUTLOOK FOR PFAS 40 4.6 SEMICONDUCTOR FFKM APPLICATIONS 41 4.6.1 FFKM APPLICATIONS – CVD 42 4.6.2 FFKM APPLICATIONS - ETCH CHAMBER 43 4.6.3 FFKM APPLICATIONS - ALD CHAMBER 44 4.7 SUMMARY OF FFKM MANUFACTURING CHARACTERISTICS 45 5 O-RING MARKET SIZE AND FORECAST 46 5.1 A COMPLICATED MARKET 47 5.2 PERFLUOROELASTOMER COST 48 5.3 FFKM MARKET 49 5.3.1 FFKM MARKET BY APPLICATION - CVD SEALS 50 5.3.2 FFKM MARKET BY APPLICATION - ETCH SEALS 51 5.3.3 FFKM MARKET BY APPLICATION - ALD SEALS 52 5.3.4 FFKM MARKET BY APPLICATION – DRY STRIP SEALS 53 5.3.5 FFKM MARKET BY APPLICATION – RTP SEALS 54 5.4 NON-PFAS ALTERNATIVES TO FFKM O-RINGS 55 5.5 NON-PFAS & PFAS PRODUCTS BY SUPPLIER 56 5.6 R&D AND ALTERNATIVES TO FFKM 57 6 COMPETITIVE LANDSCAPE 58 6.1 SUPPLIER DESIGNATIONS 59 6.2 FFKM SUPPLY CHAIN MAP 60 6.2.1 FFKM MARKET LANDSCAPE – TIER 2 61 6.2.2 FFKM MARKET LANDSCAPE – TIER 1 62 6.3 MAJOR SEMICONDUCTOR PERFLUOROELASTOMER SUPPLIERS 63 6.3.1 ADDITIONAL PERFLUOROELASTOMER SUPPLIERS 64 7 ANALYST ASSESSMENT 65 7.1 ANALYST ASSESSMENT – TECHNICAL REQUIREMENTS 66 7.2 ANALYST ASSESSMENT – O-RING MARKET 67 7.3 ANALYST ASSESSMENT – COMPETITIVE LANDSCAPE 68 8 SUPPLIER PROFILES 69 3M AGC APPLIED SEALS (TAIWAN) ASNA (APPLIED SEALS NORTH AMERICA) BASF ...AND 20+ MORE FIGURES FIGURE 1.1: FFKM MARKET FORECAST 9 FIGURE 3.1: GLOBAL GDP GROWTH 15 FIGURE 3.2: SEMICONDUCTOR REVENUE FORECAST 16 FIGURE 3.3: SILICON WAFER SHIPMENT FORECAST BY DIAMETER 17 FIGURE 3.4: FINISHED WAFER SHIPMENTS BY DEVICE TYPE 18 FIGURE 3.5: SEMICONDUCTOR REVENUE MONTHLY FORECAST 19 FIGURE 3.6: ESTIMATED GLOBAL FAB SPENDING 2022-2027 21 FIGURE 3.7: TOP 6 CHIP MANUFACTURERS CAPITAL SPENDING FORECAST 22 FIGURE 3.8: GLOBAL EQUPMENT SPENDING FORECAST 23 FIGURE 4.1: CHANGE IN WEIGHT OF EPDM O-RING AFTER EXPOSURE TO CONCENTRATED HYDROFLUORIC ACID 31 FIGURE 4.2: CHANGE IN THE WEIGHT OF FKM O-RING AFTER EXPOSURE TO A PHOTORESIST ORGANIC SOLVENT 32 FIGURE 4.3: WEIGHT CHANGE OF VARIOUS O-RINGS AFTER F-RADICAL EXPOSURE 33 FIGURE 4.4: COMPARING APPEARANCE AND WEIGHT BEFORE AND AFTER F-RADICAL EXPOSURE 33 FIGURE 4.5: ELASTOMER OPERATING TEMPERATURE RANGE 34 FIGURE 4.6: COMPARISON OF METAL LEACHATE FROM EPDM AND FKM O-RINGS WHEN IMMERSED IN DIW 35 FIGURE 4.7: PFAS-CONTAINING PRODUCTS 36 FIGURE 4.8: PFAS VILLAGE IN CHANGSHU, CHINA 38 FIGURE 4.9: POSITIVE ATTRIBUTES OF FFKM 39 FIGURE 4.10: TYPICAL CVD CHAMBER 42 FIGURE 4.11: TYPICAL ETCH CHAMBER 43 FIGURE 4.12: TYPICAL ALD CHAMBER 44 FIGURE 5.1: FKM/FFKM FINISHED GOOD PRICING 48 FIGURE 5.2: FFKM MARKET FORECAST 49 FIGURE 5.3: CVD SEALS REVENUE FORECAST ESTIMATES 50 FIGURE 5.4: ETCH SEAL REVENUE FORECAST ESTIMATES 51 FIGURE 5.5: ALD SEALS REVENUES FORECAST ESTIMATES 52 FIGURE 5.6: DRY STRIP SEALS REVENUES FORECAST ESTIMATES 53 FIGURE 5.7: RTP SEALS REVENUES FORECAST ESTIMATES 54 FIGURE 5.8: EUV LITHOGRAPHY OPTICS AND BEAM PATHWAY 57 FIGURE 6.1: GENERAL SEMICONDUCTOR MATERIAL SUPPLIER DESIGNATIONS 59 FIGURE 7.1: FFKM O-RING MARKET SEGMENT REVENUES FORECAST ESTIMATES 66 TABLES TABLE 4.1: ELASTOMER PROPERTY COMPARISON 30 TABLE 4.2: THE RESULTS OF O-RING IMMERSION IN CONCENTRATED HYDROFLUORIC ACID, TYPICALLY USED IN WET CHEMICALS 31 TABLE 4.3: MEASUREMENTS OF WEIGHT AT VARIOUS TIME INTERVALS AND PHYSICAL APPEARANCE OF THREE O-RINGS IMMERSED IN AN ORGANIC SOLVENT 32 TABLE 5.1: SUPPLIERS OF NON-PFAS AND PFAS O-RINGS 56 TABLE 6.1: FFKM SUPPLY CHAIN MAP 59 TABLE 6.2: MAJOR SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS 62 TABLE 6.3: ADDITIONAL SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS 63
