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