Description
1 EXECUTIVE SUMMARY 13
1.1 Highlight Material Segment Business Overview 13
1.2 Highlight Material Segment Market Trends 13
1.3 Highlight Material Segment Technology Trends 14
1.4 5-Year Material Forecast 14
1.5 Competitive Landscape 15
1.6 EHS Issues/Concerns 16
1.7 Analyst Assessment 16
1.7.1 Base Materials 17
1.7.2 High-Purity Quartz Powder 17
2 SCOPE, PURPOSE AND METHODOLOGY 18
2.1 SCOPE 18
2.2 PURPOSE 18
2.3 METHODOLOGY 18
2.4 OVERVIEW OF OTHER TECHCET CMR REPORTS 19
3 MARKET OUTLOOK 20
3.1 Semiconductor Industry Market Status & Outlook 20
3.2 Global Economy 20
3.2.1 Semiconductor Industries Ties to the Global Economy 21
3.2.2 Semiconductor Sales Growth 22
3.2.3 Taiwan Monthly Sales Trends 23
3.2.4 Semiconductor Industry Outlook 23
3.2.5 Semiconductor Units and Wafer Shipment Growth Forecast 24
3.3 Electronic Goods Market 25
3.3.1 Smartphones 25
3.3.2 PC Unit Shipments 26
3.4 Automotive Sales 26
3.4.1 Automotive Sales and Impact on Semiconductor Sales 27
3.4.2 Electric Vehicle (EV) Market Trends 28
3.4.3 Increase in Semiconductor Content for Autos 29
3.4.4 Semiconductor Content by Automotive Electronic System 30
3.4.5 Servers / IT 30
3.5 Semiconductor Fabrication Growth & Expansion 31
3.5.1 Equipment Spending Trends 31
3.5.2 Overall China Market Trends 34
3.5.3 Policy & Trade Trends and Impact 35
3.5.4 Policy and Trade Issues 36
3.5.5 U.S. CHIPS Act 36
3.5.6 Other Semiconductor Funding Activity 37
3.6 Semiconductor Materials Outlook 37
3.6.1 Wafer Start Growth 38
3.6.2 Materials Forecast 39
4 MATERIAL MARKET DRIVERS & DYNAMICS 41
4.1 Quartz Material Applications and Suppliers 41
4.1.2 Thermal Processes 43
4.1.3 Dry Etching Process 43
4.1.4 Plasma CVD 44
4.1.5 Epitaxial Process 44
4.2 Impact of Silicon Wafer Size Issues on Fabricated Parts 45
4.3 Material Shortages and Supply Chain Constraints 45
4.4 Technical Drivers / Material Changes and Transitions 47
4.4.1 Material Trends for the Leading-Edge 48
4.4.2 Trends/Impact/Status of Legacy
Materials (200mm & 150mm) 48
4.5 Comment on Regional Trends/Drivers – China & Taiwan 49
4.6 EHS, Logistic, AND Exogenous (Weather) Market Issues 50
5 Quartz Supplier Market Landscape 54
5.1 M&A Activity 54
5.2 Expansions or New Plants of Existing Suppliers 54
5.3 Suppliers or parts/product line that are at
risk of discontinuation 54
5.4 Pricing Trends 54
5.5 Market Size and Forecast 55
5.6 Quartz Fabrication Market Shares 56
5.7 Supply Chain and Innovations 62
5.8 Quartz Fabrication by Process Segment 64
5.9 Quartz Fabrication Market Leadership By Region 65
6 SUB TIER MATERIAL SUPPLY CHAIN 67
6.1 Sub-Tier, Quartz Base Materials 67
6.2 Quartz Powder 72
6.3 Other Industrial Uses for Quartz Base Material 73
6.4 Raw Supply Chain Disruptions and Logistics Issues 74
6.5 M&A Activity 74
6.6 Raw Material EHS Issues 74
6.7 New entrants 74
6.8 New Plants or Expansions 75
6.9 Plant Closures 75
6.10 Products at risk of discontinuation 75
6.11 Raw Material Pricing Trends 75
7 SUPPLIER PROFILES (FABRICATORS) 76
7.1 HERAEUS/ SHIN-ETSU QUARTZ PRODUCTS (HSQP) 76
7.1.1 Company Overview 76
7.1.2 Business Segments 76
7.1.3 Financial Overview 77
7.1.4 Recent Company Specific News and New Product Offerings 77
7.1.5 Regions Served 77
7.1.6 Key Customers 77
7.1.7 Manufacturing Locations, Capabilities,
and Certifications 77
7.1.8 JVs and Partnerships 78
7.1.9 Sales Reps and Distributors 78
7.1.10 TECHCET Analyst Assessment 79
7.2 HERAEUS QUARZGLAS / HERAEUS CONAMIC F, BM 80
7.2.1 Company Overview 80
7.2.2 Business Segments 80
7.2.3 Recent Company Specific News and New Product Offerings 80
7.2.4 Regions Served 81
7.2.5 Key Customers 81
7.2.6 Manufacturing Locations, Capabilities,
and Certifications 81
7.2.7 JVs and Partnership 81
7.2.8 TECHCET Analyst Assessment 81
7.3 TOSOH QUARTZ INC. 82
7.3.1 Company Overview 82
7.3.2 Business Segments 83
7.3.3 Financial Overview 83
7.3.4 Recent Company Specific News and New Product Offerings 83
7.3.5 Regions Served 84
7.3.6 Key Customers 84
7.3.7 Manufacturing Locations, Capabilities,
and Certifications 84
7.3.8 JVs and Partnerships 85
7.3.9 Sales Reps and Distributors by Region 85
7.3.10 TECHCET Analyst Assessment 85
7.4 FERROTEC CORPORATION 85
7.4.1 Company Overview 85
7.4.2 Ferrotec Corporation -Business Segments 86
7.4.3 Financial Overview 87
7.4.4 Recent Company Specific News and New Product Offerings 87
7.4.5 Regions Served 87
7.4.6 Key Customers 88
7.4.7 JVs and Partnerships 88
7.4.1 Manufacturing Locations, Capabilities,
and Certifications 88
7.4.2 Sales Reps and Distributors 88
7.4.3 Sales Reps and Distributors by Region 89
7.4.4 TECHCET Analyst Assessment 90
7.5 DAHE (HANGZHOU) 90
7.5.1 Company Overview 90
7.5.2 Recent Company Specific News and New Product Offerings 91
7.5.3 Manufacturing Locations, Capabilities,
and Certifications 91
7.5.4 TECHCET Analyst Assessment 91
7.6 WONIK QNC 93
7.6.1 Company Overview 93
7.6.2 Business Segments 94
7.6.3 Recent Company Specific News and New Product Offerings 95
7.6.4 Regions Served 95
7.6.5 Manufacturing Locations, Capabilities,
and Certifications 95
7.6.6 JVs and Partnerships 96
7.6.7 TECHCET Analyst Assessment 96
7.7 HAYWARD QUARTZ TECHNOLOGY, INC. 97
7.7.1 Company Overview 97
7.7.2 Business Segments 97
7.7.3 Recent Company Specific News and New Product Offerings 97
7.7.4 Manufacturing Locations, Capabilities,
and Certifications 97
7.7.5 TECHCET Analyst Assessment 98
7.8 TECHNO QUARTZ INC. 98
7.8.1 Company Overview 98
7.8.2 Business Segments 99
7.8.3 Financial Overview 99
7.8.4 Regions Served 100
7.8.5 Manufacturing Locations, Capabilities,
and Certifications 100
7.8.6 Sales Reps and Distributors by Region 100
7.8.7 TECHCET Analyst Assessment 101
7.9 WORLDEX/WEST COAST QUARTZ 101
7.9.1 Company Overview 101
7.9.2 Business Segments 101
7.9.3 Quartz products offered 102
7.9.4 Regions Served 102
7.9.5 Manufacturing Locations, Capabilities,
and Certifications 102
7.9.6 JVs and Partnerships 102
7.9.7 TECHCET Analyst Assessment 102
7.10 KUMKANG QUARTZ 103
7.10.1 Company Overview 103
7.10.2 Business Segments 103
7.10.3 Regions Served 103
7.10.4 Key Customers 103
7.10.5 Manufacturing Locations, Capabilities,
and Certifications 103
7.10.6 JVs and Partnerships 104
7.10.7 TECHCET Analyst Assessment 104
7.11 MARUWA 104
7.11.1 Company Overview 104
7.11.2 Business Segments 105
7.11.3 Financial Overview 105
7.11.4 Quartz products offered 106
7.11.5 Manufacturing Locations, Capabilities,
and Certifications 106
7.11.6 Certifications 107
7.11.7 JVs and Partnerships 107
7.11.8 Sales Reps and Distributors by Region 107
7.11.9 TECHCET Analyst Assessment 107
7.12 APPLIED CERAMICS, INC. 108
7.12.1 Company Overview 108
7.12.2 Business Segments 108
7.12.3 Regions Served 108
7.12.4 Key Customers 108
7.12.5 Manufacturing Locations, Capabilities,
and Certifications 108
7.12.6 JVs and Partnerships 109
7.12.7 TECHCET Analyst Assessment 109
7.13 DS TECHNO CO., LTD. 109
7.13.1 Company Overview 109
7.13.2 Quartz products offered 110
7.13.3 Recent Company Specific News and New Product Offerings 110
7.13.4 Manufacturing Locations, Capabilities,
and Certifications 110
7.13.5 TECHCET Analyst Assessment 110
7.14 HUBEI FEILIHUA QUARTZ GLASS CO., LTD F, BM 111
7.14.1 Company Overview 111
7.14.2 Business Segments 111
7.14.3 Quartz products offered 111
7.14.4 Recent Company Specific News and New Product Offerings 111
7.14.5 Regions Served 112
7.14.6 Key Customers 112
7.14.7 Manufacturing Locations, Capabilities,
and Certifications 112
7.14.8 JVs and Partnerships 112
7.14.9 TECHCET Analyst Assessment 112
7.14.10 Shanghai Feilihua Shichuang Technology Co. Ltd 113
7.15 SCHUNK XYCARB TECHNOLOGY CO., LTD 113
7.15.1 Recent Company Specific News and New Product Offerings 115
7.16 BEIJING KAIDE QUARTZ CO., LTD 115
7.16.1 Company Overview 115
7.16.2 Business Segments 115
7.16.3 Quartz products offered 116
7.16.4 Recent Company Specific News and New Product Offerings 116
7.16.5 Regions Served 116
7.16.6 Key Customers 116
7.16.7 Manufacturing Locations, Capabilities,
and Certifications 116
7.16.8 TECHCET Analyst Assessment 116
7.17 JIANGSU PACIFIC QUARTZ CO., LTD. F, BM, P 117
7.17.1 Company Overview 117
7.17.2 Business Segments 117
7.17.3 Recent Company Specific News and New Product Offerings 117
7.17.4 Regions Served 118
7.17.5 Key Customers 118
7.17.6 Manufacturing Locations, Capabilities,
and Certifications 118
7.17.7 TECHCET Analyst Assessment 118
7.18 HANYUNG CORPORATION 119
7.19 Quality Quartz Engineering, Inc 119
7.20 GM Quartz 120
7.21 Hsin Yui Technology Co., Ltd. 120
7.22 Shanghai Qianghua Industrial Corporation 121
7.23 Huzhou Dongke Electronics Quartz Co., Ltd. 121
8 SUB-TIER SUPPLIER PROFILES 123
8.1 HERAEUS QUARZGLAS / HERAEUS CONAMIC 123
8.1.1 Company Overview 123
8.1.2 Recent, company specific news 123
8.1.3 TECHCET Analyst Assessment 124
8.2 HERAEUS / SHIN-ETSU QUARTZ PRODUCTS (HSQP) 124
8.2.1 Company Overview 124
8.2.2 TECHCET Analyst Assessment 124
8.3 WONIK 125
8.3.1 Company Overview 125
8.3.2 Business Segments 126
8.3.3 Recent Company Specific News and New Product Offerings 127
8.3.4 Regions Served 128
8.3.5 Key Customers 128
8.3.6 Manufacturing Locations, Capabilities,
and Certifications 128
8.3.7 JVs and Partnerships 128
8.3.8 TECHCET Analyst Assessment 128
8.4 TOSOH QUARTZ CORPORATION 129
8.4.1 Company Overview 129
8.4.2 TECHCET Analyst Assessment 130
8.5 QSIL GMBH 130
8.5.1 Company Overview 130
8.5.2 Business Segments 131
8.5.3 Electronic Materials Products Offered: 132
8.5.4 Recent Company Specific News and New Product Offerings 132
8.5.5 Regions Served 132
8.5.6 Manufacturing Locations, Capabilities,
and Certifications 132
8.5.7 TECHCET Analyst Assessment 133
8.6 HUBEI FEILIHUA QUARTZ GLASS CO., LTD 133
8.6.1 Company Overview 133
8.6.2 Recent, Company Specific News 133
8.6.3 TECHCET Analyst Assessment 134
8.7 JIANGSU PACIFIC QUARTZ CO., LTD. 134
8.7.1 Company Overview 134
8.8 RAESCH QUARTZ GMBH 135
8.8.1 Company Overview 135
8.8.2 TECHCET Analyst Assessment 136
8.9 Donghai Hongwei Quartz Products Co., Ltd. 136
8.10 Quick Gem Optoelectronic S&T Co., Ltd 136
8.11 QUARTZ MATERIALS CO., LTD./HAE SUNG/SUNG RIM 137
8.11.1 Company Overview 137
8.11.2 Business Segments 138
8.11.3 Electronic Materials Products Offered 138
8.11.4 Recent Company Specific News and New Product Offerings 138
8.11.5 Regions Served 139
8.11.6 JVs and Partnership 139
8.11.7 Sales Reps and Distributors 139
8.11.8 TECHCET Analyst Assessment 139
8.12 SIBELCO (FORMERLY KNOWN AS UNIMIN/COVIA) 139
8.12.1 Company Overview 139
8.12.2 Business Segments 140
8.12.3 Electronic Materials Products Offered (list here) 140
8.12.4 Recent Company Specific News and New Product Offerings 141
8.12.5 Regions Served 141
8.12.6 Key Customers 142
8.12.7 Manufacturing Locations, Capabilities,
and Certifications 142
8.12.8 JVs and Partnerships 142
8.12.9 TECHCET Analyst Assessment 142
8.13 THE QUARTZ CORPORATION 142
8.13.1 Company Overview 142
8.13.2 Recent, company specific news 144
8.13.3 TECHCET Analyst Assessment 144
8.14 RUSSIAN QUARTZ LLC 144
8.14.1 Company Overview 144
8.14.2 Business Segments 145
8.14.3 Recent Company Specific News and New Product Offerings 145
8.14.4 Regions Served 145
8.14.5 Key Customers 146
8.14.6 Fiscal Year Financial Overview 146
8.14.7 Manufacturing Locations, Capabilities,
and Certifications 146
8.14.8 JVs and Partnerships 146
8.14.9 Sales Reps and Distributors 146
8.14.10 TECHCET Analyst Assessment 146
9 APPENDIX A: Details on Multipatterning Technology 147
TABLE OF FIGURES
Figure 1: Fabricated Quartz Components Market Share by Supplier 15
Figure 2: 2019 Quartz Base Materials Market Share by Supplier 17
Figure 3: Global Economy and the Electronics Supply Chain(2020 22
Figure 4: Worldwide Semiconductor Sales 22
Figure 5: Monthly Sales Trends of Taiwan
Outsource Manufacturers 23
Figure 6: Semiconductor Revenues 2021 24
Figure 7: Semiconductor Wafer Area Shipments 24
Figure 8: 2020 Semiconductor Chip Applications 25
Figure 9: Mobile Phone Shipments WW Estimates 26
Figure 10: PC Notebook Shipments 26
Figure 11: U.S. Automotive Sales 27
Figure 12: Monthly Automotive Sales Trends 28
Figure 13: Global EV Trends 29
Figure 14: Semiconductor Spend per Vehicle Type 29
Figure 15: Semiconductor Content by Automotive Application 30
Figure 16: 3-month Average Semiconductor Equipment Billings 32
Figure 17: Capital Spending Trends by Technology Node 32
Figure 18: Overview of Logic Roadmap Trends 33
Figure 19: China IC Market and Production Trends 35
Figure 20: - Leading-Edge Device Node Wafer Starts 38
Figure 21: Other Logic (12nm & Above) and Device Wafer Starts 39
Figure 22: Global Semiconductor Materials Outlook 40
Figure 23: Quartz Products for Semiconductor Applications 42
Figure 24: Fabricated Quartz Components for Thermal Process 43
Figure 25: Fabricated Quartz Components for Dry Etching Process 44
Figure 26: Fabricated Quartz Components for
Batch Epitaxial Process 45
Figure 27: Logistics Challenges Impacting Base Material Supply
Chain: Shipping of Quartz Powder to Norway, Long Beach
Harbor Congestion, Evergreen Blockage of Suez Canal 51
Figure 28: Misc. Factors Affecting the Base Material Supply
Chain: Shipping of Quartz Powder to Norway, Long Beach
Harbor Congestion, Evergreen Blockage of Suez Canal
causing Shipping Issues 52
Figure 29: Fabricated Quartz Revenue History and Forecast 56
Figure 30: 2020 Total Fabricated Quartz Components
Market by Supplier 57
Figure 31: 2020 Cold Work (SW) Fabrication Market Share
(as a % of Total Revenues) 60
Figure 32: 2020 Hot Work (Batch) Fabrication Market Share
(as a % of Revenues) 61
Figure 33: Wafer Fabrication Equipment Demand by Process 65
Figure 34: Estimated 2020 Quartzware Market Size by Region 66
Figure 35: Base Materials Revenue History and Forecast 68
Figure 36: Total 2019 and 2020 Quartz Base Materials
Market Share by Supplier 69
Figure 37: 2020s Ingot Market Share 71
Figure 38: 2020 Rod/Tube Market Share 72
Figure 39: Quartz Powder Market Share 73
Figure 40: Different Techniques for Multi-Patterning 147
Figure 41: Double Exposure and Double Etch Process 148
Figure 42: More Multi-patterning Processes (a) with Pitch
Splitting and Spacer Patterning (b) Special
Photoresist Hardening, (c) alternating use of
Positive and Negative Photoresists. 149
TABLES
Table 1: 2020 TECHCET Critical Material Reports 19
Table 2: Global GDP and Semiconductor Revenues* 20
Table 3: IMF World Economic Outlook 21
Table 4: Data Center Systems and Communication
Services Forecast 2021 31
Table 5: Recent Investment and Fab/Plant Expansion Activity 33
Table 6: US Chips Act Provisions 37
Table 7: Quartz Size and Weight Increase from
200mm to 300mm Thermal Process 45
Table 8: Total Fabricated Quartz Components
Revenue History and Forecast* 55
Table 9: Which Quartz Fabricators Supply to OEM or IDMs? 63
Table 10: Quartz Fabricator Market Ranking by Region 2020 65
Table 11: Total Base Materials Revenue History and Forecast 67
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