Lithography Materials Market Report CMR 2024-2025 (Single User License)

$8,900.00

• 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
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Description

This report covers the Photolithography materials market and supply chain for those materials used in semiconductor device fabrication. The report contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research. This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

Featured Press Release on Lithography Materials Market Updates and Report Highlights:

Table of Contents:

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

1  EXECUTIVE SUMMARY  10
1.1  PHOTOLITHOGRAPHY MARKET OVERVIEW 					11
1.2 PHOTOLITHOGRAPHY MATERIALS BUSINESS – MARKET OVERVIEW 		12
1.2.1 PHOTOLITHOGRAPHY MATERIALS BUSINESS – MARKET OVERVIEW		13
1.3 INTERNATIONAL TRENDS IMPACTING PHOTOLITHOGRAPHY 2024 OUTLOOK 	15
1.4 PHOTOLITHOGRAPHY APPLICATIONS EFFECTING MARKET TRENDS 		16
1.5  PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 		17
1.6 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT		18
1.7 TECHNOLOGY TRENDS 							19
1.8 PHOTOLITHOGRAPHY COMPETITIVE LANDSCAPE 				23
1.9  EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 			25
1.10  ANALYST ASSESSMENT OF PHOTOLITHOGRAPHY MATERIALS 			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™ OFFERINGS 				32

3  SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK  33
3.1 WORLDWIDE ECONOMY AND OUTLOOK 					34
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY		36
3.1.2 SEMICONDUCTOR SALES GROWTH					37
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS		38
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 				39
3.2.1 ELECTRONICS OUTLOOK						40
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK					41
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS				42
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS			43
3.2.3  SMARTPHONE OUTLOOK						44
3.2.4  PC OUTLOOK							45
3.2.5  SERVERS / IT MARKET						46
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 			47
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS		48
3.3.2 NEW FABS IN THE US						49
3.3.3 WW FAB EXPANSION DRIVING GROWTH 					50
3.3.4 EQUIPMENT SPENDING TRENDS						51
3.3.4.1 ADVANCED LOGIC TECHNOLOGY ROADMAPS				52
3.3.4.2 DRAM TECHNOLOGY ROADMAPS					53
3.3.4.3 3D NAND TECHNOLOGY ROADMAPS					54
3.3.5 FAB INVESTMENT ASSESSMENT						55
3.4 POLICY & TRADE TRENDS AND IMPACT 					56
3.5 SEMICONDUCTOR MATERIALS OVERVIEW 					57
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028			58
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028			59
			
4 PHOTORESIST SEGMENT MARKET TRENDS   60
4.1 PHOTORESIST SEGMENT MARKET TRENDS – OUTLINE  			61
4.1.1  2023 PHOTORESIST SEGMENT MARKET LEADING INTO 2024		62
4.1.2 PHOTORESIST SEGMENT MARKET OUTLOOK				64
4.1.3  PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY	SEGMENT		66
4.1.3.1  EUV PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT	67
4.1.3.2  ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR VOLUME 
FORECAST BY SEGMENT							68
4.1.3.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR VOLUME 
FORECAST BY SEGMENT							69
4.1.4  PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT	70
4.1.4.1  EUV PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT	71
4.1.4.2  ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR REVENUE 
FORECAST BY SEGMENT							72
4.1.4.3  KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR REVENUE 
FORECAST BY SEGMENT							73
4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE 			74
4.2.1 PHOTORESIST MATERIALS PRODUCTION CAPACITY OF TOP SUPPLIERS	75
4.2.2 PHOTORESIST MATERIALS PRODUCTION BY REGION 			76
4.2.3 PHOTORESIST PRODUCTION CAPACITY EXPANSIONS			77
4.2.3.1 CANON PRODUCTION CAPACITY EXPANSIONS				78
4.2.3.2 DUPONT PRODUCTION CAPACITY EXPANSIONS				79
4.2.3.3 DONGJIN PRODUCTION CAPACITY EXPANSIONS				80
4.2.3.4 FUJIFILM PRODUCTION CAPACITY EXPANSIONS				81
4.2.3.5 JSR PRODUCTION CAPACITY EXPANSIONS				82
4.2.3.6 MERCK KGAA, EMD ELECTRONICS PRODUCTION CAPACITY EXPANSIONS	83
4.2.3.7 SHIN-ETSU PRODUCTION CAPACITY EXPANSIONS			84
4.2.3.8 SUMITOMO PRODUCTION CAPACITY EXPANSIONS				85
4.2.3.9 TOK PRODUCTION CAPACITY EXPANSIONS				86
4.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW					87		
4.3 PRICING TRENDS 							88
4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 			89
4.4.1.1 PHOTORESIST MATERIALS GENERAL TECHNOLOGY OVERVIEW		90
4.4.1.2  PATTERNING TECHNOLOGY TRENDS					91 
4.4.1.3  PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE		97
4.4.1.4  3D NAND TRENDS							98
4.4.2 PHOTORESIST TECHNOLOGY TRENDS					99
4.4.3 SPECIALTY/EMERGING PHOTORESIST MATERIALS/RELATED			101
4.5 REGIONAL CONSIDERATIONS 						102
4.5.1 REGIONAL ASPECTS AND DRIVERS					103
4.5.2 EHS ISSUES							105
4.7 ANALYST ASSESSMENT OF PHOTORESIST SEGMENT MARKET TRENDS		108 

5 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSIONS SEGMENT MARKET TRENDS   111
5.1 ANCILLARIES AND EXTENSIONS SEGMENT MARKET TRENDS – OUTLINE 	112
5.1.1 ANCILLARIES AND EXTENSION SEGMENT MARKET OUTLOOK			113
5.1.2  ANCILLARIES MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT		114
5.1.2.1  ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR VOLUME 
FORECAST BY SEGMENT							115
5.1.2.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR VOLUME 
FORECAST BY SEGMENT							116
5.1.2.3 ANCILLARIES MATERIALS (PTD) 5-YEAR VOLUME FORECAST BY SEGMENT	117
5.1.3  ANCILLARIES MATERIALS 5-YEAR REVENUE FORECASTBY SEGMENT		118
5.1.3.1  ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR REVENUE 
FORECAST BY SEGMENT							119
5.1.3.2  ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR REVENUE 
FORECAST BY SEGMENT							120
5.1.3.3  ANCILLARIES MATERIALS (PTD) 5-YEAR REVENUE 
FORECAST BY SEGMENT							121
5.1.4  EXTENSIONS MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT		122
5.1.4.1 EXTENSIONS (KRF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT	123
5.1.4.2 EXTENSIONS (ARF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT	124
5.1.4.3 EXTENSIONS (SOC) 5-YEAR VOLUME FORECAST BY SEGMENT		125
5.1.4.4 EXTENSIONS (SI BARC) 5-YEAR VOLUME FORECAST BY SEGMENT		126
5.1.5 EXTENSIONS MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT		127
5.1.5.1 EXTENSIONS (KRF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT	128
5.1.5.2 EXTENSIONS (ARF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT	129
5.1.5.3 EXTENSIONS (SOC) 5-YEAR REVENUE FORECAST BY SEGMENT		130
5.1.5.4 EXTENSIONS (SI BARC) 5-YEAR REVENUE FORECAST BY SEGMENT	131
5.2 ANCILLARIES AND EXTENSIONS MATERIALS MARKET LANDSCAPE AND 
INVESTMENTS - OUTLINE 							132
5.2.1 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES			133
5.2.2 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES 	
(NON-PHOTORESIST MAKERS)						134
5.2.3 MARKET LANDSCAPE / KEY SUPPLIERS OF EXTENSION MATERIALS		135
5.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW					136
5.3 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 			137
5.3.1 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS GENERAL 
TECHNOLOGY OVERVIEW							138
5.3.2 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS TECHNOLOGY 
TRENDS									139
5.4 EHS AND TRADE/LOGISTIC ISSUES FOR ANCILLARIES AND EXTENSION 
MATERIALS  								142
5.5.1 ANALYST ASSESSMENT OF ANCILLARIES SEGMENT MARKET TRENDS		143
5.5.2 ANALYST ASSESSMENT OF EXTENSIONS SEGMENT MARKET TRENDS		144

6  PHOTOLITHOGRAPHY MATERIALS MARKET SUPPLIER LANDSCAPE   145
6.1 PHOTORESIST MATERIALS MARKET SHARE 					146
6.2.1  CURRENT QUARTER - REPORTED REVENUES & SUPPLIERS’ ACTIVITIES	147
6.3 M&A ACTIVITY AND PARTNERSHIPS – NON REPORTED 			149
6.4 PLANT CLOSURES – NONE REPORTED 					150
6.5 NEW ENTRANTS 							151
6.6 SUPPLIER DISRUPTIONS 						155
6.6.1 SUPPLIERS OR PARTS/PRODUCT LINES AT RISK OF DISCONTINUATION – 
NONE REPORTED								156
6.7 OTHER THOUGHTS 							157
6.8 TECHCET ANALYST ASSESSMENT OF PHOTOLITHOGRAPHIC MATERIALS 
SUPPLIERS 								158

7 SUB-TIER SUPPLY-CHAIN, PHOTOLITHOGRAPHY MATERIALS   159
7.1 SUB-TIER SUPPLY CHAIN: PHOTORESISTS COMPONENTS 			160
7.2 PHOTORESIST RESINS 							161
7.2.1 PHOTORESIST RESINS						162
7.3 PHOTORESIST SOLVENTS 7.4 PHOTORESIST OTHER COMPONENTS		164
7.5 PHOTORESIST COMPONENTS REFERENCES & SOURCES				165

8 SUPPLIER PROFILES   166
AUECC  
AVANTOR 
ALLRESIST GESELLSCHAFT FÜR CHEMISCHE 
BASF 
BREWER SCIENCE 
...and 20+ more

9 APPENDIX   167
SELECT EXTENSION AND ANCILLARY SUPPLIERS*				168

LIST OF FIGURES
FIGURE 1.1: A HISTORY OF PHOTOLITHOGRAPHY ADVANCEMENT			13
FIGURE 1.2: PHOTOLITHOGRAPHY MATERIALS VOLUME FORECAST BY SEGMENT	17
FIGURE 1.3: PHOTOLITHOGRAPHY MATERIALS REVENUE FORECAST BY SEGMENT	18
FIGURE 1.4: TRADE OFFS WITH EUV						21 
FIGURE 1.5: BOTTOM ANTI-REFLECTIVE COATING (BARC)			22
FIGURE 1.6: 2023 MARKET SHARE ESTIMATES OF TOP 3 PHOTORESIST COMPANIES	23
FIGURE 1.7: ASML HIGH NA EUV SYSTEM					26
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  (2023)	36
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 				37
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)	38
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS			39
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)	41
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION 			42
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION				43
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES 			44
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST				45
FIGURE 3.10: TSMC PHOENIX INVESTMENT ESTIMATED TO BE US $40 B		47
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2022-2027			48
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US				49
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD	50
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE	51
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW		52
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW				53
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW			54
FIGURE 3.18: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST 
RENDERING (ON BOTTOM)							55
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS		58
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)		59
FIGURE 4.1: PHOTORESIST VOLUME FORECAST BY SEGMENT			66
FIGURE 4.2: EUV PHOTORESIST VOLUME FORECAST BY SEGMENT			67
FIGURE 4.3: ARF AND ARFI PHOTORESIST VOLUME FORECAST BY SEGMENT	68
FIGURE 4.4: KRF, I & G-LINE PHOTORESIST VOLUME FORECAST BY SEGMENT	69
FIGURE 4.5: PHOTORESIST REVENUE FORECAST BY SEGMENT			70
FIGURE 4.6: EUV PHOTORESIST REVENUE FORECAST BY SEGMENT			71
FIGURE 4.7: ARF AND ARFI PHOTORESIST REVENUE FORECAST BY SEGMENT	72
FIGURE 4.8: KRF, I & G-LINE PHOTORESIST REVENUE FORECAST BY SEGMENT	73
FIGURE 4.9: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2023		75
FIGURE 4.10: OVERVIEW AND EVOLUTION OF PHOTORESIST CHEMISTRY		90
FIGURE 4.11: SCANNER TECHNOLOGY TRENDS ARF TO EUV			92
FIGURE 4.12: EUV RESIST RECTIFICATION					93
FIGURE 4.13: SELECTIVE DSA EXAMPLE					94
FIGURE 4.14. RECTIFICATION FLOW USING DSA  				95
FIGURE 4.15: NANOIMPRINT LITHOGRAPHY 					96
FIGURE 4.16: GENERAL SCHEMATIC OF LITHO EXPOSURES BY DEVICE TYPE	97
FIGURE 4.17: EXAMPLE OF 3D NAND SCALING BY STACKS/TIERS			98
FIGURE 4.18: CHINESE VERSION OF EUV LITHOGRAPHY TOOL IN DEVELOPMENT	101
FIGURE 4.19: 2023 ESTIMATED PHOTORESIST REVENUE SHARE BY REGION	102
FIGURE 5.1: ANCILLARIES VOLUME FORECAST BY SEGMENT			114
FIGURE 5.2: EBR AND PREWET VOLUME FORECAST BY SEGMENT			115
FIGURE 5.3: NTD CHEMICALS VOLUME FORECAST BY SEGMENT			116
FIGURE 5.4: PTD VOLUME FORECAST BY SEGMENT				117
FIGURE 5.5: ANCILLARIES REVENUE FORECAST BY SEGMENT			118
FIGURE 5.6: EBR AND PREWET REVENUE FORECAST BY SEGMENT			119
FIGURE 5.7: NTD CHEMICALS REVENUE FORECAST BY SEGMENT			120
FIGURE 5.8: PTD REVENUE FORECAST BY SEGMENT				121
FIGURE 5.9: EXTENSIONS VOLUME FORECAST BY SEGMENT			122
FIGURE 5.10: KRF BARC VOLUME FORECAST BY SEGMENT			123
FIGURE 5.11: ARF BARC VOLUME FORECAST BY SEGMENT			124
FIGURE 5.12: SOC VOLUME FORECAST BY SEGMENT				125
FIGURE 5.13: SI BARC VOLUME FORECAST BY SEGMENT				126
FIGURE 5.14: EXTENSIONS REVENUE FORECAST BY SEGMENT			127
FIGURE 5.15: KRF BARC REVENUE FORECAST BY SEGMENT			128
FIGURE 5.16: ARF BARC REVENUE FORECAST BY SEGMENT			129
FIGURE 5.17: SOC REVENUE FORECAST BY SEGMENT				130
FIGURE 5.18: SI BARC REVENUE FORECAST BY SEGMENT			131
FIGURE 5.19: DEVELOPER TRANSITION					140
FIGURE 5.20: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST	141
FIGURE 6.1: LAM RESEARCH DRY RESIST					153

LIST OF TABLES
TABLE 1.1: PHOTOLITHOGRAPHY MATERIALS GROWTH OVERVIEW			11
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES			34
TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024) 			35
TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS		42
TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET 
SPENDING 2023								46
TABLE 4.1: MATERIAL SUPPLIER MANUFACTURING LOCATIONS			76 
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 PHOTORESIST MATERIALS 
SUPPLIER INVESTMENTS							87
TABLE 4.3: REGIONAL PHOTOLITHOGRAPHY MATERIALS TRENDS			103
TABLE 4.4: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY	104
TABLE 4.5: COMPARISON OF PERFORMANCE OF PAGS VERSUS ALTERNATIVES	107
TABLE 5.1: SOLVENT SUPPLIERS						133
TABLE 5.2: ANCILLARY SUPPLIER LANDSCAPE					134
TABLE 5.3: KEY SUPPLIERS OF EXTENSION MATERIALS				135
TABLE 5.4: OVERVIEW OF ANNOUNCED 2023/2024 ANCILLARY & EXTENSION 
MATERIALS SUPPLIER INVESTMENTS						136
TABLE 6.1: ESTIMATED TOTAL PHOTORESIST MARKET SHARE BY SUPPLIER	146
TABLE 6.2: MOST RECENT REPORTED QUARTERLY LITHO MATERIAL 
SUPPLIER SALES 								147

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