Quartz Equipment Components Market Report CMR 2023-2024 (Single User License)

Description

This report aims to provide an overview of the quartz material and parts supply chain, serving the semiconductor industry. This information about this critical material is essential in the running of the semiconductor wafer fabs across the world. The goal is to annually track the state of the industry; the health of the supply and demand; to pinpoint any shortcomings or issues faced by the industry; and to provide a guidance for purchasing and industry quality improvement decisions. We hope to provide a dialog and feedback opportunities for related stakeholders to fine-tune and better manage the supply ups and downs. 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.
 

Featured Press Release on Quartz Market Updates and Report Highlights:

Following All-Time Highs of 2022, Semiconductor Quartz Equipment Components Expected to be Down in 2023

Table of Contents:

Click here for a PDF download of the full table of contents

1 EXECUTIVE SUMMARY     8
1.1	Highlight Material Segment Business Overview			8
1.2	Highlight Material Segment Market Trends			9
1.3	Highlight Material Segment Technology Trends			9
1.3.1	5-Year Material Forecast					9
1.4	Competitive Landscape						10
1.5	EHS Issues/Concerns						11
1.6	Analyst Assessment						11
1.6.1	Base Materials							11
1.6.2	High-Purity Quartz Powder					12

2 SCOPE, PURPOSE AND METHODOLOGY   13
2.1	Scope								13
2.2	Purpose								13
2.3	Methodology							13
2.4	Overview of Other TECHCET CMR™ Reports				14

3 MARKET OUTLOOK   15
3.1	Semiconductor Industry Market Status & Outlook			15
3.2	Global Economy							15
3.2.1	Semiconductor Industries Ties to the Global Economy		17
3.2.2	Semiconductor Sales Growth					17
3.2.3	Taiwan Monthly Sales Trends					18
3.2.4	2023 /Semiconductor Industry Outlook				19
3.3	Electronic Goods Market						20
3.3.1	Electronic Goods Market						20
3.3.2	Automotive Sales						22
3.4	Semiconductor Fabrication Growth & Expansion			24
3.4.1	Fab Expansion Announcement Summary				24
3.4.2	Worldwide Fab Expansion Driving Growth				25
3.4.3	Equipment Spending Trends					26
3.4.4	Technology Roadmaps						27
3.4.5	Policy and Trade Issues						28
3.5	Semiconductor Materials Outlook					28
3.5.1	Could Materials Capacity Limit Chip Production Schedules	29
3.5.2	Continued Logistics Issues Plague the Western World		29
3.5.3	Wafer Start Growth and Materials				29
3.5.4	Materials Forecast						31

4 MATERIAL MARKET DRIVERS & DYNAMICS	33
4.1	Quartz Material Applications and Suppliers			33
4.1.2	Thermal Processes						35
4.1.3	Dry Etching Process						35
4.1.4	Plasma CVD							36
4.1.5	Epitaxial Process						36
4.1.6	Lithography Process						37
4.2	Impact of Silicon Wafer Size Issues on Fabricated Parts		37
4.3	Material Shortages and Supply Chain Constraints			38
4.4	Technical Drivers / Material Changes and Transitions		39
4.4.1	Material Trends for the Leading-Edge				40
4.4.2	Trends/Impact/Status of Legacy Materials (200 mm & 150 mm)	41
4.5	Comment on Regional Trends/Drivers				41
4.6	EHS, Logistic, AND Exogenous (Weather) Market Issues		42

5 Quartz Supplier Market Landscape	44
5.1	M&A Activity							44
5.2	Expansions or New Plants of Existing Suppliers			44
5.3	Suppliers or Parts/Product Line That Are at Risk 
	of Discontinuation						45
5.4	Pricing Trends							45
5.5	Market Size and Forecast					45
5.6	Quartz Fabrication Market Shares				47
5.7	Supply Chain and Innovations					52
5.8	Quartz Fabrication by Process Segment 				54
5.9	Quartz Fabrication Market Leadership By Region			56

6 SUB TIER MATERIAL SUPPLY CHAIN	58
6.1	Sub-Tier, Quartz Base Materials					58
6.2	Quartz Powder							63
6.3	Other Industrial Uses for Quartz Base Material			64
6.4	Raw Supply Chain Disruptions and Logistics Issues		64
6.5	M&A Activity							64
6.6	Raw Material EHS Issues						64
6.7	New Entrants							65
6.8	New Plants or Expansions					65
6.9	Plant Closures							65
6.10	Products at risk of discontinuation				65
6.11	Raw Material Pricing Trends					65

7 SUPPLIER PROFILES (FABRICATORS)	66
Applied Ceramics, Inc.
Beijing Kaide Quartz Co., Ltd.
Tosoh Quartz
DS Techno Co., Ltd.
FerroTec Holdings Corporation
Maruwa
...and 20+ more

TABLE OF FIGURES
Figure 1: Fabricated Quartz Components Market Share by Supplier		10
Figure 2: 2022 Quartz Base Materials Market Share by Supplier		12
Figure 3: Global Economy and the Electronics Supply Chain (2022)	17
Figure 4: Worldwide Semiconductor Sales					18
Figure 5: Monthly Sales Trends of Taiwan Outsource Manufacturers	19
Figure 6: 2023 Semiconductor Revenue Outlook				19
Figure 7: 2022 Semiconductor Chip Applications				20
Figure 8: Mobile Phone Shipments WW Estimates				21
Figure 9: Worldwide PC and Tablet Forecast, 2021, Q3			21
Figure 10: Electrification Trend by World Region			22
Figure 11: Semiconductor Spend per Vehicle Type				23
Figure 12: Chip Expansions 2022-2027, about US$336 B			24
Figure 13: US Chip Fab Expansions					25
Figure 14: Semiconductor Chip Manufacturing Regions of the World	26
Figure 15: Global Total Equipment Spending by Segment (USD B		27
Figure 16: Europe Chip Expansion Upside					29
Figure 17: TECHCET Wafer Start Forecast by Node				30
Figure 18: TECHCET Wafer Start Forecast for < 45 nm and below Logic	31
Figure 19: Global Semiconductor Materials Outlook			32
Figure 20: Quartz Products for Semiconductor Applications		34
Figure 21: Quartz Products for Semiconductor Applications		35
Figure 22: Fabricated Quartz Components for Dry Etching Process		36
Figure 23: Fabricated Quartz Components for Batch Epitaxial Process	37
Figure 24: Fabricated Quartz Revenue History and Forecast		46
Figure 25: 2022 Total Fabricated Quartz Components Market by Supplier	48
Figure 26: 2022 Cold Work (SW) Fabrication Market Share 
	(as a % of Total Revenues)					49
Figure 27: 2022 Hot Work (Batch) Fabrication Market Share 
	(as a % of Revenues)						50
Figure 28: Wafer Fabrication Equipment Revenues of Leading Etch and 
	Deposition Companies						55
Figure 29: Estimated 2022 Quartzware Market Size by Region		57
Figure 30: Base Materials Revenue History and Forecast			59
Figure 31: Total 2022 Quartz Base Materials Market Share by Supplier	60
Figure 32: 2022 Ingot Market Share					62
Figure 33: 2022 Rod/Tube Market Share					62
Figure 34: Quartz Powder Market Share					63

TABLES
Table 1: 2023 TECHCET Critical Material Reports				14
Table 2: Global GDP and Semiconductor Revenues				15
Table 3: IMF World Economic Outlook					16
Table 4: Data Center Systems and Communication Services Forecast 2023	23
Table 5: Quartz Size and Weight Increase from 200mm to 300mm 
	Thermal Process							38
Table 6: Summary of Key Fabricators Expansion Projects			44
Table 7: Total Fabricated Quartz Components Revenue History 
	and Forecast*							46
Table 8: Which Quartz Fabricators Supply to OEM or IDMs?		53
Table 9: Quartz Fabricator Market Ranking by Region 2022		56
Table 10: Total Base Materials Revenue History and Forecast		58