Lithography Materials Market Report CMR 2023-2024 (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  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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