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.
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Table of Contents:
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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 2022 IN REVIEW- 2022 LITHOGRAPHY TRENDS/ LESSONS 15 1.5 MARKET TRENDS IMPACTING LITHOGRAPHY MATERIALS OUTLOOK 16 1.6 COMPETITIVE LANDSCAPE 19 1.7 EHS ISSUES/CONCERNS n 0 PFAS 21 1.8. ANALYST ASSESSMENT 22 1.8.1 ANALYST TECHNOLOGY UPDATE 23 2 SCOPE, PURPOSE AND METHODOLOGY 26 2.1 PURPOSE 27 2.2 METHODOLOGY 28 2.3 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 29 3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 30 3.1 WORLDWIDE ECONOMY 31 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 33 3.1.2 SEMICONDUCTOR SALES GROWTH 34 3.1.3 TAIWAN MONTHLY SALES TRENDS 35 3.1.4 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 - SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED 36 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 37 3.2.1 SMARTPHONES 38 3.2.2 PC UNIT SHIPMENTS 39 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS 40 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 41 3.2.3 SERVERS / IT MARKET 42 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 43 3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 44 3.3.1.1 NEW FABS IN THE US 45 3.3.2 WW FAB EXPANSION DRIVING GROWTH 46 3.3.3 EQUIPMENT SPENDING TRENDS 47 3.3.4 TECHNOLOGY ROADMAPS 48 3.3.5 FAB INVESTMENT ASSESSMENT 49 3.4 POLICY & TRADE TRENDS AND IMPACT 50 3.5 SEMICONDUCTOR MATERIALS OVERVIEW 51 3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES? 52 3.5.2 LOGISTICS ISSUES EASED DOWN 53 3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2027 54 3.5.4 TECHCET’S MATERIAL FORECAST 55 4 PHOTORESIST SEGMENT 56 4.1 MARKET MACRO TRENDS 57 4.2 PHOTORESIST REVENUE FORECAST 59 4.2.1 EUV PHOTORESIST– MARKET OVERVIEW 60 4.2.2 ARF (193) & ARFI (193 IMMERSION) – MARKET OVERVIEW 61 4.2.3 KRF (248NM) PHOTORESIST – MARKET OVERVIEW 62 4.2.4 G & I LINE – MARKET OVERVIEW 63 4.3 PHOTORESIST MARKET SHARES 64 4.3.1 PHOTORESIST SUPPLIER REFLECTION 65 4.3.2 SUPPLIERS PHOTORESIST 66 4.3.2.1 DUPONT SUPPLY CAPACITY AND DEMAND, INVESTMENTS 67 4.3.2.2 DONGJIN SUPPLY CAPACITY AND DEMAND, INVESTMENTS 68 4.3.2.3 FUJIFILM SUPPLY CAPACITY AND DEMAND, INVESTMENTS 69 4.3.2.4 JSR SUPPLY CAPACITY AND DEMAND, INVESTMENTS 70 4.3.2.5 MERCK KGAA, EMD ELECTRONICS SUPPLY CAPACITY AND DEMAND, INVESTMENTS 71 4.3.2.6 (SHIN-ETSU) SUPPLY CAPACITY AND DEMAND, INVESTMENTS 72 4.3.2.7 SUMITOMO SUPPLY CAPACITY AND DEMAND, INVESTMENTS 73 4.3.2.8 TOK SUPPLY CAPACITY AND DEMAND, INVESTMENTS 74 4.3.2.9 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 75 4.3.2.10 SUB-TIER SUPPLY-CHAIN CHINESE PRODUCERS 76 4.4 PHOTORESIST TECHNOLOGY TRENDS 77 4.4.1 PATTERNING TECHNOLOGY TRENDS 78 4.4.2 PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE 79 4.4.3 3DNAND TECHNOLOGY TRENDS (INCREASING LITHOGRAPHY STEPS) 80 4.4.4 PHOTORESIST TECHNOLOGY TRENDS (PLATFORM TRANSITIONS) 82 4.4.4.1 THE EVOLUTION (A LITHO MATERIALS PERSPECTIVE): POLYMER PLATFORM TRANSITION AS WELL AS A DEVELOPER TRANSITION @ EUV 83 4.4.5 PATTERNING TRENDS 84 4.4.5.1 PATTERNING TECHNOLOGY TRENDS 85 4.4.5.2 DYNAMIC SELF ASSEMBLY PROCESS 86 4.4.6 KEY MATERIAL (MACRO)TECHNOLOGY TRENDS (PATTERNING MATERIAL TRANSITIONS TO WATCH) 87 4.5 REGIONAL TRENDS 88 4.5.1 REGIONAL TRENDS – MATERIAL COMPANY EXPANSIONS SUMMARY 89 4.6 EHS ISSUES 90 4.7 ASSESSMENT OF PHOTORESIST SEGMENT 92 5 ANCILLARY AND EXTENSIONS MARKET SEGMENT 95 5.1 MARKET LANDSCAPE FOR ANCILLARIES 96 5.2 ANCILLARY FORECASTS 97 5.2.1 ANCILLARIES (EBR, DEVELOPERS, PREWETS AND RINSES) VOLUMES FORECAST 98 5.2.2 ANCILLARIES (EDGE BEAD REMOVAL AND PREWET) REVENUE FORECAST 99 5.2.3 ANCILLARIES (EDGE BEAD REMOVAL AND PREWET) VOLUMES FORECAST 100 5.2.4 ANCILLARIES (NEGATIVE TONE RESIST DEVELOPER AND RINSE) REVENUES FORECAST 101 5.2.5 ANCILLARIES (NEGATIVE TONE RESIST DEVELOPER AND RINSE) VOLUMES FORECAST 102 5.2.6 ANCILLARIES (POSITIVE TONE RESIST DEVELOPER) REVENUE FORECAST 103 5.2.7 ANCILLARIES (POSITIVE TONE RESIST DEVELOPER) VOLUMES FORECAST 104 5.3 KEY SUPPLIERS OF EXTENSION MATERIALS 105 5.3.1 SELECT EXTENSION AND ANCILLARY SUPPLIERS 106 5.4 EXTENSION MATERIALS FORECASTS 107 5.4.1 EXTENSIONS (BOTTOM COATINGS) REVENUE FORECAST 108 5.4.2 EXTENSIONS (BOTTOM COATINGS) VOLUMES FORECAST 109 5.4.3 EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST 110 5.4.4 EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST 111 5.4.5 EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST 112 5.4.6 EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST 113 5.4.7 EXTENSIONS SPIN-ON CARBON BOTTOM ANTIREFLECTIVE COATING REVENUE FORECAST 114 5.4.8 EXTENSIONS SPIN-ON CARBON BOTTOM ANTIREFLECTIVE COATING VOLUMES FORECAST 115 5.4.9 EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST 116 5.4.10 EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST 117 5.5 ANCILLARY AND EXTENSION MATERIALS TECHNOLOGIES 118 5.5.1 MATERIAL CHANGES DRIVEN BY NEW PROCESSES (193NM IMMERSION TO EUV) 119 5.5.2 THE DEVELOPER TRANSITION 120 5.5.3 SOLVENT IMPACT: TRANSITION FROM POSITIVE PHOTORESIST TO NEGATIVE PHOTORESIST 121 5.6 ANCILLARY SUPPLY LANDSCAPE (NON-PHOTORESIST MAKERS) 122 5.7 ANCILLARY AND EXTENSION MATERIALS ASSESSMENT 123 5.7.1 ANALYST ASSESSMENT (ANCILLARIES) 124 5.7.2 ANALYST ASSESSMENT (EXTENSIONS) 125 6 SUPPLY-CHAIN “NEW” ENTRANTS 126 6.1 SUPPLY-CHAIN “NEW” ENTRANTS- LAM RESEARCH 127 6.2 SUPPLY-CHAIN “NEW” ENTRANTS – S. KOREA – DONGJIN SEMICHEM 128 6.2.1 SUPPLY CHAIN EXPANSIONS – CHINA 129 6.3 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 130 6.4 SUPPLY-CHAIN PRICING TRENDS 131 6.5 SUPPLY-CHAIN OTHER THOUGHTS 132 6.6 REFERENCES 133 7 SUPPLIER PROFILES 129 Avantor AllresistGesellschaftfürchemische BASF BrewerScience Chang Chun Petrochemical DongjinChemical …and 20+ 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) HOW THEY WORK, EXAMPLE 18 FIGURE 4: 2022 MARKET SHARE ESTIMATES 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 (2022) 33 FIGURE 7: WORLDWIDE SEMICONDUCTOR SALES 34 FIGURE 8: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)* 35 FIGURE 9: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS 36 FIGURE 10: 2022 SEMICONDUCTOR CHIP APPLICATIONS 37 FIGURE 11: MOBILE PHONE SHIPMENTS WW ESTIMATES 38 FIGURE 12: WORLDWIDE PC AND TABLET FORECAST 39 FIGURE 13: ELECTRIFICATION TREND BY WORLD REGION 40 FIGURE 14: SEMICONDUCTOR AUTOMOTIVE PRODUCTION 41 FIGURE 15: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B 43 FIGURE 16: CHIP EXPANSIONS 2022-2027 US$366 B 44 FIGURE 17: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 46 FIGURE 18: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B) 47 FIGURE 19: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP 48 FIGURE 20: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM) 49 FIGURE 21: EUROPE CHIP EXPANSION UPSIDE 52 FIGURE 22: PORT OF LA 53 FIGURE 23: TECHCET WAFER START FORECAST BY NODE SEGMENTS** 54 FIGURE 24: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 55 FIGURE 25: PHOTORESIST REVENUE FORECAST 59 FIGURE 26: EUV PHOTORESIST REVENUE FORECAST (US$ MILLIONS) 60 FIGURE 27: EUV PHOTORESIST VOLUME FORECAST 60 FIGURE 28: ARF PHOTORESIST REVENUE FORECAST 61 FIGURE 29: ARF PHOTORESIST VOLUME FORECAST 61 FIGURE 30: KRF PHOTORESIST REVENUE FORECAST 62 FIGURE 31: KRF (248NM) PHOTORESIST VOLUME FORECAST 62 FIGURE 32: G&I PHOTORESIST REVENUE FORECAST 63 FIGURE 33: G&I PHOTORESIST VOLUME FORECAST 63 FIGURE 34: 2022 PHOTORESIST MARKET SHARES ESTIMATES (% OF WW REVENUES) 64 FIGURE 35: GENERAL SCHEMATIC OF LITHO EXPOSURES BY DEVICE TYPE 79 FIGURE 36: EXAMPLE OF 3D NAND SCALING BY STACKS/TIERS 80 FIGURE 37: SCANNER TECHNOLOGY TRENDS ARF TO EUV 81 FIGURE 38: EVOLUTION OF PHOTORESIST CHEMISTRY 83 FIGURE 39: NANO IMPRINT LITHOGRAPHY: 85 FIGURE 40: CONVENTIONAL AND SELECTIVE DIRECTED SELF-ASSEMBLY 86 FIGURE 41: ANCILLARY REVENUES FORECAST 97 FIGURE 42: ANCILLARY VOLUME FORECAST 98 FIGURE 43: EBR AND PREWET REVENUE FORECAST 99 FIGURE 44: EBR AND PREWET VOLUME FORECAST 100 FIGURE 45: NTD CHEMICALS REVENUE FORECAST 101 FIGURE 46: NTD CHEMICALS VOLUME FORECAST 102 FIGURE 47: POSITIVE TONE DEVELOPER REVENUES FORECAST (US$M) 103 FIGURE 48: PTD VOLUME FORECAST (KILOLITERS/YR) 104 FIGURE 49: EXTENSION MATERIALS REVENUE FORECAST 108 FIGURE 50: EXTENSION VOLUME FORECAST 109 FIGURE 51: SI BARC REVENUE FORECAST (US$M) 110 FIGURE 52: SI BARC VOLUME FORECAST 111 FIGURE 53: KRF BARAC REVENUE FORECAST 112 FIGURE 54: KRF BARC VOLUME FORECAST 113 FIGURE 55: SOC REVENUE FORECAST 114 FIGURE 56: SOC VOLUME FORECAST 115 FIGURE 57: ARF BARC REVENUE FORECAST 116 FIGURE 58: ARF BARC VOLUMES/YEAR FORECAST 117 FIGURE 59: DEVELOPER TRANSITION 120 FIGURE 60: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST 121 FIGURE 61: LAM RESEARCH DRY RESIST 127 LIST OF TABLES TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 31 TABLE 2: IMF ECONOMIC OUTLOOK* 32 TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022 42 TABLE 4: REGIONAL SEMICONDUCTOR TRENDS 88 TABLE 5: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY 89 TABLE 6: SOLVENT SUPPLIERS 96 TABLE 7: KEY SUPPLIERS OF EXTENSION MATERIALS 105 TABLE 8: ANCILLARY SUPPLIER LANDSCAPE 122
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