Description
1 EXECUTIVE SUMMARY 9
1.1 MARKET GROWTH - REVENUES 10
1.2 EXTENSIONS 11
1.3 TRENDS IMPACTING PRICING 12
1.4 GROWTH SEGMENT -- EUV RESIST 13
1.5 GROWTH SEGMENT -- KRF RESIST 14
1.6 GROWTH SEGMENT -- NTD DEVELOP AND RINSE 15
1.7 PHOTORESIST MARKET SHARES 16
1.8 NEW INDUSTRY ENTRANTS 17
1.9 TECHNOLOGY TRENDS 18
1.10 ANALYST ASSESSMENT 19
2 SCOPE, PURPOSE AND METHODOLOGY 21
2.1 SCOPE 22
2.2 PURPOSE 23
2.3 METHODOLOGY 24
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 25
3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK 25
3.0 SEMICONDUCTOR INDUSTRY MARKET STATUS 27
3.1 WORLDWIDE ECONOMY 28
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 30
3.1.2 SEMICONDUCTOR SALES GROWTH 31
3.1.3 TAIWAN MONTHLY SALES TRENDS 32
3.1.4 SEMICONDUCTOR INDUSTRY OUTLOOK 33
3.1.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST 34
3.2 ELECTRONIC GOODS MARKET 35
3.2.1 SMART PHONES 36
3.2.2 PC UNIT SHIPMENTS 37
3.2.3 AUTOMOTIVE SALES 38
3.2.3.1 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 39
3.2.3.2 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM 40
3.2.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 41
3.2.3.5 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM 42
3.2.4 SERVERS / IT 43
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 45
3.3.1 SEMICONDUCTORS UNIT AND WAFER SHIPMENT GROWTH FORECAST 46
3.3.2 EQUIPMENT SPENDING TRENDS 47
3.3.3 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY 50
3.3.4 OVERALL CHINA MARKET TRENDS 52
3.4 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK SUMMARY 54
3.3.4 POLICY AND TRADE ISSUES 55
3.4.2 U.S. CHIPS ACT 57
3.4.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY 58
3.5 SEMICONDUCTOR MATERIALS OUTLOOK 59
3.5.1 LEADING EDGE NODES DRIVE MATERIALS GROWTH 60
3.5.2 SEMICONDUCTOR PROCESS MATERIALS MARKET FORECAST 61
3.5.3 TECHCET FORECAST METHODOLOGY 62
4 LITHOGRAPHY MATERIALS MARKET LANDSCAPE 63
4.1 PHOTORESIST MARKET INFLUENCERS, FORECASTS & MARKET DRIVERS 64
4.1.1 COVID-19 65
4.1.2 TRADE RELATED CONFLICTS 67
4.1.3 WILD FIRES 69
4.1.4 TEXAS SNOW STORM 70
4.2 PHOTORESIST MARKET DRIVERS, FORECAST, STATUS AND TRENDS 71
4.2.1 MARKET DRIVERS 72
4.2.2 PHOTORESIST REVENUES 73
4.2.3 PHOTORESIST VOLUMES 74
4.2.4 TOOL CAPABILITIES 75
4.2.5 PHOTORESIST MARKET TRENDS 76
4.2.6 I AND G-LINE RESIST VOLUME FORECAST 77
4.2.6.1 I-LINE & G-LINE TRENDS 78
4.2.7 KRF/248NM PHOTORESIST VOLUME FORECAST 79
4.2.7.1 KRF/248NM LITHOGRAPHY & 3DNAND TRENDS 80
4.2.7.2 KRF/248NM LITHOGRAPHY & 3DNAND, CONTINUED 81
4.2.8 ARF/ARFI /193 NM RESIST FORECAST 82
4.2.8.1 ARF / 193NM VS. EUV TRENDS – OEM TOOLS 83
4.2.9 CHINA AND RESISTS 84
4.2.10 EUV RESISTS VOLUME FORECAST 85
4.2.10.1 EUV RESISTS REVENUE FORECAST 86
4.3 EXTENSION MATERIALS FORECASTS, MARKET DRIVERS &
ANTIREFLECTIVE COATINGS DESCRIBED 87
4.3.1 EXTENSION MATERIALS FORECASTS & MARKET DRIVERS 88
4.3.2 KEY SUPPLIERS OF EXTENSION MATERIALS 89
4.4 ANCILLARY MATERIALS – DEVELOPER & EBR TRENDS 90
4.4.1 ANCILLARY VOLUMES AND REVENUES HISTORICALLY
FORECASTED ESTIMATIONS 91
4.4.1.1 NTD AND RINSE VOLUME FORECAST 92
4.4.1.2 NTD AND RINSE REVENUE FORECAST 93
4.4.2 EDGE BEAD REMOVERS VOLUME FORECAST & TRENDS 94
4.4.2.1 EDGE BEAD REMOVERS VOLUME FORECAST & TRENDS 95
4.4.3 PT DEVELOPER VOLUMES AND REVENUES FORECASTS 96
4.4.4 RINSE MATERIALS STATUS & CHALLENGES 97
4.4.2.1 EDGE BEAD REMOVERS VOLUME FORECAST & TRENDS 95
4.4.3 PT DEVELOPER VOLUMES AND REVENUES FORECASTS 96
4.4.4 RINSE MATERIALS STATUS & CHALLENGES 97
4.5 EUV LITHOGRAPHY AND MATERIALS 98
4.5.1 EUV OVERVIEW 99
4.5.2 EUV MATERIALS GROWTH DRIVERS & TRENDS 101
4.5.3 EUV STATUS AND OVERVIEW 102
4.5.4 EUV PHOTOLITHOGRAPHY TRENDS 103
4.5.5 EUV PHOTORESIST PLATFORM (CURRENT AND FUTURE) 104
4.5.6 LIMITATIONS ON EUV PHOTORESIST GROWTH – LITHO TOOL SUPPLY 105
4.5.7 A NOTE ABOUT EUV ANCILLARIES 107
4.6 OTHER NEW MATERIALS FOR PATTERNING 108
4.6.1 DIRECTED SELF ASSEMBLY (DSA) HAS RENEWED ACTIVITY 109
4.6.2 DSA IMPROVEMENTS REPORTED 110
4.6.3 NANO IMPRINT LITHOGRAPHY IS CLOSE TO
PRODUCTION FOR 3D NAND FLASH 111
4.6.4 NANOIMPRINT LITHOGRAPHY (NIL) – HOW DOES IT WORK? 112
4.6.5 NEW PATTERNING METHODS – ASSESSMENT 113
4.7 EHS AND LOGISTIC ISSUES 114
4.7.1 PFOS AND PFAS 115
5 SUPPLIER MARKET LANDSCAPE 117
5.1 PHOTORESIST MARKET SHARES 118
5.1.1 MARKET LANDSCAPE 119
5.2 PHOTORESIST SUPPLY MARKET DYNAMICS 121
5.2.1 PHOTORESIST SUPPLIER TRENDS TO WATCH 122
5.2.2 PHOTORESIST SUPPLIER STATUS AND ACTIVITIES 123
5.2.2.1 SUPPLIER YEAR-END RESULTS & SYNOPSIS - DUPONT 124
5.2.2.2 SUPPLIER YEAR-END RESULTS & SYNOPSIS – FUJIFILM 125
5.2.2.3 SUPPLIER YEAR-END RESULTS & SYNOPSIS – JSR 126
5.2.2.4 SUPPLIER YEAR-END RESULTS & SYNOPSIS - SHIN-ETSU 127
5.2.2.5 SUPPLIER YEAR-END RESULTS & SYNOPSIS – SUMITOMO 128
5.2.2.6 SUPPLIER YEAR-END RESULTS & SYNOPSIS – TOK 129
5.2.2.7 SUPPLIER YEAR-END RESULTS & SYNOPSIS – INPRIA 130
5.2.2.8 SUPPLIER YEAR-END RESULTS & SYNOPSIS – IRRESISIBLE MATERIALS 131
5.3 PLANT CLOSURES AND PRODUCT DISCONTINUATIONS 132
6 SUB TIER MATERIAL SUPPLY CHAIN CONSIDERATIONS 132
6.1 SUB-TIER MATERIAL SUPPLY CHAIN CONSIDERATIONS 134
6.2 SUB-TIER MATERIALS LOGISTICS ISSUES 135
7 SUPPLIER PROFILES 136
AVANTOR
BASF
BREWER SCIENCE
CHANG CHUN
DONGJIN CHEMICAL
DUPONT
EASTMAN
EVERLIGHT CHEMICAL
FUJIFILM
INPRIA
IRRESISTABLE MATERIALS
JIANGSU HANTOP PHOTO-MATERIALS
JIANGSU NATA OPTO-ELECTRONICMATERIALS
JSR
KEMPUR
MERCK KGAA/EMD/AZ
MOSES LAKE INDUSTRIES
NISSAN CHEMICAL
PHICHEM
RUIHONG
SACHEM
SHIN-ETSU
SUMITOMO
SUNTIFIC
TOK
YOUNGCHANG CHEMICAL
ALLRESIST GESELLSCHAFT FÜR CHEMICHE
ZEON
JIANGSU NATA OPTOELECTRONICS
SHANGHAI SINYANG SEMICONDUCTOR MATERIALS CO. LTD
APPENDIX – Photoresist Historical Tech Trends 242
APPENDIX – Tone Developer Background 244
APPENDIX – EUV Technology 246
APPENDIX – ARCs & BARCs and TARCs Explained 250
REFERENCES 256
LIST OF FIGURES
FIGURE 1: PHOTORESIST REVENUES HISTORY & FORECAST ESTIMATES 10
FIGURE 2A AND 2B: EXTENSION MATERIALS VOLUMES &
REVENUES FORECAST ESTIMATES 11
FIGURE 3: EUV RESIST REVENUES 13
FIGURE 4: EUV RESIST VOLUMES 13
FIGURE 5: KRF PHOTORESIST REVENUES 14
FIGURE 6: KRF PHOTORESIST VOLUME(KILOLITERS) 14
FIGURE 7: SOLVENT VOLUMES FOR NTD RINSE AND DEVELOP
& FORECAST ESTIMATES 15
FIGURE 8: 2020 PHOTORESIST MARKET SHARES (% OF WW REVENUES 16
FIGURE 9: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2020) 30
FIGURE 10: WORLDWIDE SEMICONDUCTOR SALES 31
FIGURE 11: WORLDWIDE SEMICONDUCTOR SALES
(TSMC, UMC, VIS, ASE, CHIPMOS, KYEC) 32
FIGURE 12: SEMICONDUCTOR REVENUES 2021 33
FIGURE 13: SEMICONDUCTORR WAFER AREA SHIPMENTS 34
FIGURE 14: SEMICONDUCTOR CHIP APPLICATIONS 35
FIGURE 15: MOBILE PHONE SHIPMENTS WW ESTIMATES 36
FIGURE 16: PC NOTEBOOK SHIPMENTS 37
FIGURE 17: U.S. AUTOMOTIVE SALES 38
FIGURE 18: MONTHLY AUTOMOTIVE SALES TRENDS 39
FIGURE 19: GLOBAL EV TRENDS 40
FIGURE 20: SEMICONDUCTOR SPEND PER VEHICLE TYPE 41
FIGURE 21 :SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION 42
FIGURE 22: AMAZON SERVER FARM 43
FIGURE 23: SEMICONDUCTOR WAFER AREA SHIPMENTS 46
FIGURE 24: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS 47
FIGURE 25: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE 48
FIGURE 26: OVERVIEW OF LOGIC ROADMAP TRENDS 49
FIGURE 27: CHINA IC MARKET AND PRODUCTION TRENDS 52
FIGURE 28 : ADVANCED NODES WAFER STARTS HISTORY & FORECAST. 60
FIGURE 29 :GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 61
FIGURE 31: PHOTORESIST REVENUES FORECAST ESTIMATE BY RESIST TYPE 73
FIGURE 32: PHOTORESIST VOLUME FORECAST ESTIMATE BY DEVICE TYPE 74
FIGURE 33: I AND G LINE PHOTORESIST VOLUME PROJECTION 2020-2025 CAGR 75
FIGURE 34: I AND G LINE PHOTORESIST VOLUME PROJECTION 2020-2025 CAGR 2% 79
FIGURE 35: BIRDS-EYE VIEW OF DC-SF CELL ARRAY 81
FIGURE 36: 193NM PHOTORESIST VOLUME PROJECTION 2020-2025
CAGR 2% FOR ARF CAGR 16.7 FOR ARFI 82
FIGURE 37: ASML REVENUE 193NM IMMERSION VS EUV REVENUE 83
FIGURE 30: SHRINKONOMICS OF OPTICAL LITHOGRAPHY 72
FIGURE 38: EUV (13.5NM) PHOTORESIST VOLUME PROJECTION
2020-2025 CAGR 53% 85
FIGURE 39: EUV PHOTORESIST REVENUES (US$ MILLIONS) 86
FIGURE 40: EXTENSIONS VOLUME HISTORY & FORECAST ESTIMATES
2020-2025 FORECAST 88
FIGURE 41: SOLVENT VOLUMES FOR NTD RINSE AND DEVELOP HISTORY &
FORECAST EST 92
FIGURE 42: NTD DEVELOPER AND RINSE REVENUE PROJECTED 2020-2025
(US$ MILLIONS) 93
FIGURE 43: EBR RELATIVE VOLUMES* HISTORY & FORECAST ESTIMATE 94
FIGURE 44: EBR AND PREWET REVENUE PROJECTED 2020-2025 (US$ MILLIONS) 95
FIGURE 45: ANCILLARY VOLUMES AND REVENUES HISTORICALLY FORECASTED
ESTIMATIONS 96
FIGURE 46: EUV LAYERS EVOLUTION 101
FIGURE 47: EUV LITHOGRAPHY OPTICAL PATH (ASML TYPICAL SCANNER) 102
FIGURE 48: EUV TOOL PHOTO MEASURE AND 14NM PATTERNING DEMONSTRATION 106
FIGURE 49: REPAIR OF EUV PATTERNS 110
FIGURE 50: NANOIMPRINT PROCESS 112
FIGURE 51: 2020 PHOTORESIST MARKET SHARES (% OF WW REVENUES) 118
LIST OF TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 28
TABLE 2: IMF WORLD ECONOMIC OUTLOOK* 29
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021 44
TABLE 4: RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY 50
TABLE 5: US CHIPS ACT PROVISIONS 57
TABLE 6: KEY SUPPLIERS OF EXTENSION MATERIALS 89
TABLE 7: EUV PHOTORESIST PLATFORM (CURRENT AND FUTURE) 104
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