Lithography Materials-NEW

$8,599.00

• Focuses on the markets for lithography materials, covering photoresists, extension, and ancillary materials
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments
• Technological trend analysis, Details on the supply-chain for these specialized chemicals are discussed

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Description

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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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