Lithography Materials Market Report-NEW

$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

Market Research & Supply-Chain Analysis Report on Lithography Materials used for Semiconductor Device Manufacturing

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

1  EXECUTIVE SUMMARY  9
1.1 MARKET TRENDS IMPACTING LITHOGRAPHY                     10
1.2 TECHNICAL TRENDS IMPACTING LITHOGRAPHY                  12
1.3 PHOTORESIST REVENUE 5-YEAR FORECAST                     13
1.3.1 ANCILLARY AND EXTENSION REVENUE 5-YEAR FORECAST       14
1.4 YEAR 2021 IN REVIEW                                     15
1.5 MARKET TRENDS IMPACTING LITHOGRAPHY MATERIALS OUTLOOK   16
1.6 COMPETITIVE LANDSCAPE                                   19 
1.7  EHS ISSUES/CONCERNS                                    21
1.8  ANALYST ASSESSMENT                                     22
2  SCOPE, PURPOSE AND METHODOLOGY  24
2.1 PURPOSE                                                 25
2.2 METHODOLOGY                                             26
2.3 OVERVIEW OF OTHER TECHCET CMR™ REPORTS           27
3  SEMICONDUCTOR INDUSTRY MARKET OUTLOOK  28
3.1 WORLDWIDE ECONOMY                                       29
3.1.1  SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY  31
3.1.2 SEMICONDUCTOR SALES GROWTH                            32
3.1.3 TAIWAN MONTHLY SALES TRENDS                           33
3.2 ELECTRONIC GOODS MARKET                                 34
3.2.1 SMARTPHONES                                           35
3.2.2 PC UNIT SHIPMENTS                                     36
3.2.3  SERVERS / IT MARKET                                  39
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION            40
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY                    41
3.3.2 WW FAB EXPANSION DRIVING GROWTH                       42
3.3.3 EQUIPMENT SPENDING TRENDS                             43
3.3.4 TECHNOLOGY ROADMAPS                                   44
3.3.5 FAB INVESTMENT ASSESSMENT                             45
3.4 POLICY & TRADE TRENDS AND IMPACT                        46
3.4.1 POLICY AND TRADE ISSUES                               47
3.5 SEMICONDUCTOR MATERIALS OUTLOOK                         48
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP 
PRODUCTION SCHEDULES?                                       49
3.5.2 LOGISTICS ISSUES PLAGUE THE WESTERN WORLD, CONTINUED  50
3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026            51
3.5.4  TECHCET WAFER START FORECAST                         52
3.5.5 TECHCET’S MATERIALS FORECAST                          53
4 PHOTORESIST SEGMENT   54
4.1  MARKET MACRO TRENDS                                    55
4.2 PHOTORESIST REVENUE FORECAST                            56
4.2.1 EUV PHOTORESIST– MARKET OVERVIEW                      57
4.2.2 ARF & ARFI– MARKET OVERVIEW                           58
4.2.3 (KRF PHOTORESIST)– MARKET OVERVIEW                    59
4.2.4 (G&I LINE)– MARKET OVERVIEW                           60
4.3 PHOTORESIST MARKET SHARES                               61
4.3.1 PHOTORESIST SUPPLIER REFLECTION                       62
4.3.2 SUPPLIERS PHOTORESIST                                 63
4.4 PHOTORESIST TECHNOLOGY                                  72
4.4.1  PATTERNING TECHNOLOGY TRENDS                         73
4.4.2  PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE      74
4.4.3  DEVICE TECHNOLOGY TRENDS (EASING 
LITHOGRAPHY 
REQUIREMENTS)                                   75
4.4.4 PHOTORESIST TECHNOLOGY TRENDS (PLATFORM TRANSITIONS)  77
4.4.5  PATTERNING TRENDS                                    79
4.4.6  KEY MATERIAL (MACRO)TECHNOLOGY TRENDS (PATTERNING 

MATERIAL TRANSITIONS TO WATCH)                              82
4.5 REGIONAL TRENDS                                         83
4.6 EHS ISSUES                                              85
4.7 ASSESSMENT OF PHOTORESIST SEGMENT                       86
5 ANCILLARY AND EXTENSIONS MARKET SEGMENT   89
5.1 MARKET LANDSCAPE FOR ANCILLARIES                        90
5.2 ANCILLARY FORECASTS                                     91
5.2.1 ANCILLARIES (EBR, DEVELOPER, ETC.) VOLUMES FORECAST   92
5.2.2 ANCILLARIES (EBR AND PREWET) REVENUE FORECAST         93
5.2.3 ANCILLARIES (EBR AND PREWET) VOLUMES FORECAST         94
5.2.4 ANCILLARIES (NTD DEVELOPER AND RINSE) 
REVENUES FORECAST                                           95
5.2.5 ANCILLARIES (NTD DEVELOPER AND RINSE)VOLUMES FORECAST 96
5.2.6 ANCILLARIES (PTD DEVELOPER) REVENUE FORECAST          97
5.2.7 ANCILLARIES (PTD DEVELOPER)VOLUMES FORECAST           98
5.3 KEY SUPPLIERS OF EXTENSION MATERIALS                    99
5.3.1 SELECT EXTENSION AND ANCILLARY SUPPLIERS             100
5.4 EXTENSION MATERIALS FORECASTS                          101
5.4.1 EXTENSIONS (BOTTOM COATINGS) REVENUE FORECAST        102
5.4.2 EXTENSIONS (BOTTOM COATINGS) VOLUMES FORECAST        103
5.4.3 EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) 

REVENUE FORECAST                                           104
5.4.4 EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) 

VOLUMES FORECAST                                           105
5.4.5 EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS)

REVENUE FORECAST                                           106
5.4.6 EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) 

VOLUMES FORECAST                                           107
5.4.7 EXTENSIONS (SOC BOTTOM ANTIREFLECTIVE COATINGS) 

REVENUE FORECAST                                           108
5.4.8 EXTENSIONS (SOC BOTTOM ANTIREFLECTIVE COATINGS) 

VOLUMES FORECAST                                           109
5.4.9 EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) 

REVENUE FORECAST                                           110
5.4.10 EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) 

VOLUMES FORECAST                                           111
5.5 ANCILLARY AND EXTENSION MATERIALS TECHNOLOGIES         112
5.5.1 MATERIAL CHANGES DRIVEN BY NEW PROCESSES 
(193NM 
IMMERSION TO EUV)                                   113
5.5.2 THE DEVELOPER TRANSITION                             114
5.5.3 SOLVENT IMPACT: TRANSITION FROM POSITIVE PHOTORESIST 
TO 
NEGATIVE PHOTORESIST                                    115
5.6 ANCILLARY SUPPLY LANDSCAPE (NON-PHOTORESIST MAKERS)    116
5.7 ANCILLARY AND EXTENSION MATERIALS ASSESSMENT           117
5.7.1 ANALYST ASSESSMENT (ANCILLARIES)                     118
5.7.2 ANALYST ASSESSMENT (EXTENSIONS)                      119
6  SUPPLY-CHAIN “NEW” ENTRANTS   120
6.1 SUPPLY-CHAIN “NEW” ENTRANTS- LAM RESEARCH              121
6.2 SUPPLY-CHAIN “NEW” ENTRANTS- DONGJIN SEMICHEM          122
6.3 SUPPLY-CHAIN: DISRUPTIONS                              123
6.4 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS                     124
6.5 SUPPLY-CHAIN PRICING TRENDS                            125
6.6 REFERENCES                                             126
7 SUPPLIER PROFILES  129
AVANTOR
BASF
BREWER SCIENCE
CHANG CHUN PETROCHEMICAL
DONGJIN CHEMICAL
…and many more
 
LIST OF FIGURES
FIGURE 1: PHOTORESIST REVENUE FORECAST                      13
FIGURE 2: TOTAL ANCILLARY AND EXTENSION REVENUE FORECAST    14
FIGURE 3: BOTTOM ANTI-REFLECTIVE COATINGS (Barcs) EXAMPLE   18
FIGURE 4: MARKET SHARES OF TOP 3 PHOTORESIST COMPANIES      19
FIGURE 5: ASML EUV SYSTEM BEAM PATH NXE: 3400B              22
FIGURE 6: GLOBAL ECONOMY AND THE ELECTRONICS 
SUPPLY 
CHAIN (2021)                                                31
FIGURE 7: WORLDWIDE SEMICONDUCTOR SALES                     32
FIGURE 8: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*    33
FIGURE 9: SEMICONDUCTOR CHIP APPLICATIONS                   34
FIGURE 10: MOBILE PHONE SHIPMENTS WW ESTIMATES              35
FIGURE 11: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3       36
FIGURE 12: GLOBAL EV TRENDS                                 37
FIGURE 13: SEMICONDUCTOR SPEND PER VEHICLE TYPE             38
FIGURE 14: TSMC CONSTRUCTION SITE IN ARIZONA                40
FIGURE 15: CHIP EXPANSIONS 2021-2026 > US$460 B             41
FIGURE 16: SEMICONDUCTOR CHIP MANUFACTURING REGIONS 

OF THE WORLD                                                42
FIGURE 17: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS 43
FIGURE 18: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP            44
FIGURE 19: EUROPE CHIP EXPANSION UPSIDE                     49
FIGURE 20: TECHCET WAFER START FORECAST BY NODE             51
FIGURE 21: TECHCET WAFER START FORECAST BY NODE             52
FIGURE 22: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK           53
FIGURE 23: PHOTORESIST REVENUE FORECAST                     56
FIGURE 24: EUV PHOTORESIST REVENUE FORECAST                 57
FIGURE 25: EUV PHOTORESIST VOLUME FORECAST                  57
FIGURE 26: ARF PHOTORESIST REVENUE FORECAST                 58
FIGURE 27: ARF PHOTORESIST VOLUME FORECAST                  58
FIGURE 28: KRF PHOTORESIST REVENUE FORECAST                 59
FIGURE 29: KRF PHOTORESIST VOLUME FORECAST                  59
FIGURE 30: G&I PHOTORESIST REVENUE FORECAST                 60
FIGURE 31: G&I PHOTORESIST VOLUME FORECAST                  60
FIGURE 32: 2021 PHOTORESIST MARKET SHARES ESTIMATES
(% OF 
WW REVENUES)                                          61
FIGURE 33: GENERAL SCHEMATIC OF LITHO EXPOSURES BY 
DEVICE TYPE                                                 74
FIGURE 34: NAND SCALING                                     75
FIGURE 35: SCANNER TECHNOLOGY TRENDS ARF TO EUV             76
FIGURE 36: EVOLUTION OF PHOTORESIST CHEMISTRY               78
FIGURE 37: NANO IMPRINT LITHOGRAPHY:                        80
FIGURE 38: CONVENTIONAL AND SELECTIVE DIRECTED   

SELF-ASSEMBLY                                               81
FIGURE 39: ANCILLARY REVENUES FORECAST                      91
FIGURE 40: ANCILLARY VOLUME FORECAST                        92
FIGURE 41: EBR AND PREWET REVENUE FORECAST                  93
FIGURE 42: EBR AND PREWET VOLUME FORECAST                   94
FIGURE 43: NTD CHEMICALS REVENUE FORECAST                   95
FIGURE 44: NTD CHEMICALS VOLUME FORECAST                    96
FIGURE 45: PTD REVENUE FORECAST                             97
FIGURE 46: PTD VOLUME FORECAST                              98
FIGURE 47: EXTENSION MATERIALS REVENUE FORECAST            102
FIGURE 48: EXTENSION VOLUME FORECAST                       103
FIGURE 49: SI BARC REVENUE FORECAST                        104
FIGURE 50: SI BARC VOLUME FORECAST                         105
FIGURE 51: KRF BARC REVENUE FORECAST                       106
FIGURE 52: KRF BARC VOLUME FORECAST                        107
FIGURE 53: SOC REVENUE FORECAST                            108
FIGURE 54: SOC VOLUME FORECAST                             109
FIGURE 55: ARF BARC REVENUE FORECAST                       110
FIGURE 56: ARF BARC VOLUME FORECAST                        111
FIGURE 57: DEVELOPER TRANSITION  114
FIGURE 58: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE 
PHOTORESIST                                                115
FIGURE 59: LAM RESEARCH DRY RESIST                         121

LIST OF TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*             29
TABLE 2: IMF ECONOMIC OUTLOOK*                              30
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION 
SERVICES 
FORECAST 2021                                               39
TABLE 4:  REGIONAL SEMICONDUCTOR TRENDS                     83
TABLE 5:  REGIONAL LITHOGRAPHY MATERIALS 
SUPPLIER EXPANSIONS                                         84
TABLE 6:  SOLVENT SUPPLIERS                                 90
TABLE 7: KEY SUPPLIERS OF EXTENSION MATERIALS               99
TABLE 8: ANCILLARY SUPPLIER LANDSCAPE                      116

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