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 16
1.7.2 High-Purity Quartz Powder 18
2 SCOPE, PURPOSE AND METHODOLOGY 19
2.1 Scope 19
2.2 Purpose 19
2.3 Methodology 19
2.4 Overview of Other TECHCET CMR™ Reports 20
3 MARKET OUTLOOK 21
3.1 Semiconductor Industry Market Status & Outlook 21
3.2 Global Economy 21
3.1.1 Semiconductor Industries Ties to the Global Economy 22
3.1.2 Semiconductor Sales Growth 23
3.1.3 Taiwan Monthly Sales Trends 24
3.3 Electronic Goods Market 24
3.3.1 Electronic Goods Market 24
3.3.2 Smartphones 25
3.3.3 PC Unit Shipments 26
3.3.4 Automotive Sales 27
3.3.5 Automotive Sales and Impact on Semiconductor Sales 28
3.3.6 Servers / IT 29
3.4 Semiconductor Fabrication Growth & Expansion 29
3.4.1 Fab Expansion Announcement Summary 29
3.4.2 Worldwide Fab Expansion Driving Growth 30
3.4.4 Technology Roadmaps 32
3.5 Policy & Trade Trends And Impact 33
3.5.1 Policy and Trade Issues 33
3.6 Semiconductor Materials Outlook 33
3.6.1 Could Materials Capacity Limit Chip
Production Schedules 33
3.6.2 Continued Logistics Issues Plague the Western World 35
3.6.3 Wafer Start Growth 35
3.6.4 Materials Forecast 37
4 MATERIAL MARKET DRIVERS & DYNAMICS 39
4.1 OEM Equipment Trends and Impact on Quartz 39
4.2 Impact of Silicon Wafer Size Issues on
Fabricated Parts 41
4.3 Material Shortages and Supply Chain Constraints 42
4.4 Technical Drivers / Material Changes and Transitions 44
4.4.1 Material Trends for the Leading-Edge 45
4.4.2 Trends/Impact/Status of Legacy
Materials (200mm & 150mm) 45
4.5 Comment on Regional Trends/Drivers 46
4.6 EHS, Logistic, AND Exogenous (Weather) Issues 46
5 Quartz Supplier Market Landscape 48
5.1 M&A Activity 48
5.2 Expansions or New Plants of Existing Suppliers 48
5.3 Suppliers or parts/product line that are at
risk of discontinuation 49
5.4 Pricing Trends 49
5.5 Market Size and Forecast 50
5.6 Quartz Fabrication Market Shares 51
5.7 Supply Chain and Innovations 58
5.8 Quartz Fabrication by Process Segment 60
5.9 Quartz Fabrication Market Leadership By Region 61
6 SUB TIER MATERIAL SUPPLY CHAIN 63
6.1 Sub-Tier, Quartz Base Materials 63
6.2 Quartz Powder 67
6.3 Other Industrial Uses for Quartz Base Material 68
6.4 Raw Supply Chain Disruptions and Logistics Issues 68
6.5 M&A Activity 69
6.6 Raw Material EHS Issues 69
6.7 New entrants 69
6.8 New Plants or Expansions 69
6.9 Plant Closures 69
6.10 Products at risk of discontinuation 69
6.11 Raw Material Pricing Trends 69
7 SUPPLIER PROFILES (FABRICATORS) 70
7.1 APPLIED CERAMICS, INC 70
7.1.1 Company Overview 70
7.1.2 Business Segments 70
7.1.3 Regions Served 71
7.1.4 Key Customers 71
7.1.5 Manufacturing Locations, Capabilities,
and Certifications 71
7.1.6 JVs and Partnerships 71
7.1.7 TECHCET Analyst Assessment 71
7.2 BEIJING KAIDE QUARTZ CO., LTD 72
7.2.1 Company Overview 72
7.2.2 Business Segments 72
7.2.3 Quartz products offered 72
7.2.4 Recent Company Specific News and New Product Offerings 72
7.2.5 Regions Served 72
7.2.6 Key Customers 73
7.2.7 Manufacturing Locations, Capabilities,
and Certifications 73
7.2.8 TECHCET Analyst Assessment 73
7.3 DS TECHNO CO., LTD 73
7.3.1 Company Overview 73
7.3.2 Quartz products offered 74
7.3.3 Recent Company Specific News and New Product Offerings 74
7.3.4 Manufacturing Locations, Capabilities,
and Certifications 74
7.3.5 TECHCET Analyst Assessment 74
7.4 FERROTEC CORPORATION 75
7.4.1 Company Overview 75
7.4.2 Ferrotec Corporation -Business Segments 75
7.4.3 Financial Overview 77
7.4.4 Recent Company Specific News and New Product Offerings 77
7.4.5 Regions Served 77
7.4.6 Key Customers 77
7.4.7 JVs and Partnerships 78
7.4.8 Manufacturing Locations, Capabilities,
and Certifications 78
7.4.9 Sales Reps and Distributors 79
7.4.10 TECHCET Analyst Assessment 79
7.5 GM QUARTZ 80
7.6 HANYUNG CORPORATION 80
7.7 HAYWARD QUARTZ TECHNOLOGY, INC. 81
7.7.1 Company Overview 81
7.7.2 Business Segments 81
7.7.3 Recent Company Specific News and New Product Offerings 82
7.7.4 Manufacturing Locations, Capabilities,
and Certifications 82
7.7.5 TECHCET Analyst Assessment 83
7.8 HERAEUS QUARZGLAS / HERAEUS CONAMIC F, BM 83
7.8.1 Company Overview 83
7.8.2 Business Segments 84
7.8.3 Recent Company Specific News and New Product Offerings 85
7.8.4 Regions Served 86
7.8.5 Key Customers 86
7.8.6 Manufacturing Locations, Capabilities,
and Certifications 86
7.8.7 Sales and Reps 86
7.8.8 JVs and Partnership 87
7.8.9 TECHCET Analyst Assessment 87
7.9 HERAEUS/ SHIN-ETSU QUARTZ PRODUCTS (HSQP) 88
7.9.1 Company Overview 88
7.9.2 Business Segments 88
7.9.3 Quartz products offered 89
7.9.4 Financial Overview 89
7.9.5 Regions Served 90
7.9.6 Key Customers 90
7.9.7 Manufacturing Locations, Capabilities,
and Certifications 90
7.9.8 JVs and Partnerships 91
7.9.9 Sales Reps and Distributors 91
7.9.10 TECHCET Analyst Assessment 91
7.10 HSIN YUI TECHNOLOGY CO., LTD. 92
7.11 HUBEI FEILIHUA QUARTZ GLASS CO., LTD F, BM 92
7.11.1 Company Overview 92
7.11.2 Business Segments 93
7.11.3 Quartz products offered 93
7.11.4 Recent Company Specific News and New Product Offerings 93
7.11.5 Regions Served 94
7.11.6 Key Customers 94
7.11.7 Manufacturing Locations, Capabilities,
and Certifications 94
7.11.8 JVs and Partnerships 94
7.11.9 TECHCET Analyst Assessment 94
7.12 HUZHOU DONGKE ELECTRONICS QUARTZ CO., LTD 95
7.12.1 Company Overview 95
7.12.2 Business Segment 95
7.12.3 Key Customers 96
7.12.4 Certificates 96
7.12.5 Sales Reps and Distributors 96
7.12.6 TECHCET Analyst Assessment 96
7.13 JIANGSU PACIFIC QUARTZ CO., LTD. F, BM, P 96
7.13.1 Company Overview 96
7.13.2 Business Segments 97
7.13.3 Recent Company Specific News and New Product Offerings 97
7.13.4 Regions Served 98
7.13.5 Key Customers 98
7.13.6 Manufacturing Locations, Capabilities,
and Certifications 98
7.13.7 Sales Reps and Distributors 98
7.13.8 TECHCET Analyst Assessment 98
7.14 KUMKANG QUARTZ 99
7.14.1 Company Overview 99
7.14.2 Business Segments 99
7.14.3 Regions Served 100
7.14.4 Key Customers 100
7.14.5 Manufacturing Locations, Capabilities,
and Certifications 100
7.14.6 JVs and Partnerships 100
7.14.7 Sales Reps and Distributors 100
7.14.8 TECHCET Analyst Assessment 101
7.15 MARUWA 101
7.15.1 Company Overview 101
7.15.2 Business Segments 102
7.15.3 Financial Overview 103
7.15.4 Quartz products offered 103
7.15.5 Manufacturing Locations, Capabilities,
and Certifications 103
7.15.6 Certifications 104
7.15.7 Certifications 105
7.15.8 JVs and Partnerships 105
7.15.9 Sales Reps and Distributors by Region 105
7.15.10 TECHCET Analyst Assessment 105
7.16 QUALITY QUARTZ ENGINEERING, INC 106
7.17 SCHUNK XYCARB TECHNOLOGY CO., LTD 106
7.17.1 Recent Company Specific News and New Product Offerings 107
7.18 SHANGHAI FEILIHUA SHICHUANG TECHNOLOGY CO. LTD 107
7.19 SHANGHAI QIANGHUA INDUSTRIAL CORPORATION 108
7.19.1 Company Overview 108
7.19.2 Business Segment 108
7.20 TECHNO QUARTZ INC. 109
7.20.1 Company Overview 109
7.20.2 Business Segments 110
7.20.3 Financial Overview 110
7.20.4 Regions Served 111
7.20.5 Manufacturing Locations, Capabilities,
and Certifications 111
7.20.6 Sales Reps and Distributors by Region 111
7.20.7 TECHCET Analyst Assessment 112
7.21 TOSOH QUARTZ INC. 112
7.21.1 Company Overview 112
7.21.2 Business Segments 113
7.21.3 Financial Overview 114
7.21.4 Recent Company Specific News and New Product Offerings 115
7.21.5 Regions Served 115
7.21.6 Key Customers 115
7.21.7 Manufacturing Locations, Capabilities,
and Certifications 115
7.21.8 JVs and Partnerships 116
7.21.9 Sales Reps and Distributors by Region 116
7.21.10 TECHCET Analyst Assessment 116
7.22 WONIK QNC 116
7.22.1 Company Overview 116
7.22.2 Business Segments 118
7.22.3 Recent Company Specific News and New Product Offerings 118
7.22.4 Regions Served 119
7.22.5 Manufacturing Locations, Capabilities,
and Certifications 119
7.22.6 Sales Representatives 120
7.22.7 JVs and Partnerships 120
7.22.8 TECHCET Analyst Assessment 120
7.23 WORLDEX/WEST COAST QUARTZ 120
7.23.1 Company Overview 120
7.23.2 Business Segments 121
7.23.3 Quartz products offered 122
7.23.4 Key customers 122
7.23.5 Regions Served 122
7.23.6 Manufacturing Locations, Capabilities,
and Certifications 122
7.23.7 JVs and Partnerships 122
7.23.8 Sale Reps and Distributors 122
7.23.9 TECHCET Analyst Assessment 123
8 SUB-TIER SUPPLIER PROFILES 124
8.1 DONGHAI HONGWEI QUARTZ PRODUCTS CO., LTD. 124
8.2 HERAEUS QUARZGLAS/ HERAEUS CONAMIC 124
8.2.1 Company Overview 124
8.2.2 Recent, company specific news 125
8.2.3 TECHCET Analyst Assessment 125
8.3 HERAEUS / SHIN-ETSU QUARTZ PRODUCTS (HSQP) 125
8.3.1 Company Overview 125
8.3.2 TECHCET Analyst Assessment 126
8.4 HUBEI FEILIHUA QUARTZ GLASS CO., LTD 126
8.4.1 Company Overview 126
8.4.2 Recent, Company Specific News 127
8.4.3 TECHCET Analyst Assessment 127
8.5 JIANGSU PACIFIC QUARTZ CO., LTD 127
8.5.1 Company Overview 127
8.6 QSIL GMBH 128
8.6.1 Company Overview 128
8.6.2 Business Segments 129
8.6.3 Electronic Materials Products Offered: 130
8.6.4 Recent Company Specific News and New Product Offerings 130
8.6.5 Regions Served 130
8.6.6 Manufacturing Locations, Capabilities,
and Certifications 130
8.6.7 TECHCET Analyst Assessment 131
8.7 QUARTZ MATERIALS CO., LTD./HAE SUNG/SUNG RIM 131
8.7.1 Company Overview 131
8.7.2 Business Segments 132
8.7.3 Electronic Materials Products Offered 132
8.7.4 Recent Company Specific News and New Product Offerings 132
8.7.5 Regions Served 132
8.7.6 JVs and Partnership 132
8.7.7 Sales Reps and Distributors 133
8.7.8 TECHCET Analyst Assessment 133
8.8 QUICK GEM OPTOELECTRONIC S&T CO., LTD 133
8.9 RAESCH QUARTZ GMBH 134
8.9.1 Company Overview 134
8.9.2 TECHCET Analyst Assessment 134
8.10 RUSSIAN QUARTZ LLC 134
8.10.1 Company Overview 134
8.10.2 Business Segments 135
8.10.3 Recent Company Specific News and New Product Offerings 135
8.10.4 Regions Served 135
8.10.5 Key Customers 136
8.10.6 Fiscal Year Financial Overview 136
8.10.7 Manufacturing Locations, Capabilities,
and Certifications 136
8.10.8 JVs and Partnerships 136
8.10.9 Sales Reps and Distributors 136
8.10.10 TECHCET Analyst Assessment 136
8.11 SIBELCO (FORMERLY KNOWN AS UNIMIN/COVIA) 137
8.11.1 Company Overview 137
8.11.2 Business Segments 138
8.11.3 Electronic Materials Products Offered (list here) 138
8.11.4 Recent Company Specific News and New Product Offerings 138
8.11.5 Regions Served 138
8.11.6 Key Customers 139
8.11.7 Manufacturing Locations, Capabilities,
and Certifications 139
8.12 WONIK 142
8.12.1 Company Overview 142
8.12.2 Business Segments 144
8.12.3 Recent Company Specific News and New Product Offerings 145
8.12.4 Regions Served 145
8.12.5 Key Customers 145
8.12.6 Manufacturing Locations, Capabilities,
and Certifications 145
8.12.7 JVs and Partnerships 146
8.12.8 TECHCET Analyst Assessment 146
9 APPENDIX A 147
9.1 Quartz Material Applications and Suppliers 147
9.1.1 Thermal Processes 148
9.1.2 Dry Etching Process 149
9.1.3 Plasma CVD 150
9.1.4 Epitaxial Process 150
TABLE OF FIGURES
Figure 1: Fabricated Quartz Components 5-Year Forecast 14
Figure 2: Fabricated Quartz Components Market Share by Supplier 15
Figure 3: 2019 Quartz Base Materials Market Share by Supplier 18
Figure 4: Global Economy and the Electronics
Supply Chain (2021) 23
Figure 5: Worldwide Semiconductor Sales 23
Figure 6: Monthly Sales Trends of Taiwan
Outsource Manufacturers 24
Figure 7:2020 Semiconductor Chip Applications 25
Figure 8:Mobile Phone Shipments WW Estimates 26
Figure 9: Worldwide PC and Tablet Forecast, 2021, Q3 27
Figure 10: EV Sales Trends 28
Figure 11: Semiconductor Spend per Vehicle Type 28
Figure 12: Chip Expansions 2021-2026 > US$460 B 30
Figure 13: Semiconductor Chip Manufacturing Regions
of the World 31
Figure 14: 3-month Average Semiconductor Equipment Billings 32
Figure 15: Overview of Device Technology Roadmaps 32
Figure 16: Europe Chip Expansion Upside 35
Figure 17: TECHCET Wafer Start Forecast by Node 36
Figure 18: TECHCET Wafer Start Forecast for ≤45 nm
and below Logic 37
Figure 19: Global Semiconductor Materials Outlook 38
Figure 20: Relative Equipment Shipments by Process Area
(estimate of units shipped) 39
Figure 21: Single Wafer vs. Batch Equipment Systems 40
Figure 22: Fabricated Quartz Revenue History and Forecast 51
Figure 23: 2021 Total Fabricated Quartz Components
Market by Supplier 53
Figure 24: 2021 Cold Work (SW) Fabrication Market Share
(as a % of Total Revenues) 55
Figure 25: : 2021 Hot Work (Batch) Fabrication Market Share
(as a % of Revenues) 56
Figure 26: Wafer Fabrication Equipment Demand by Process 61
Figure 27: Estimated 2021 Quartzware Market Size by Region 62
Figure 28: Base Materials Revenue History and Forecast 64
Figure 29: Total 2021 Quartz Base Materials Market
Share by Supplier 65
Figure 30: 2021 Ingot Market Share 66
Figure 31: 2021 Rod/Tube Market Share 67
Figure 33: Quartz Powder Market Share 68
Figure 34: Fabricated Quartz Components for Thermal Process 149
Figure 35: Fabricated Quartz Components for Dry Etching Process 149
Figure 36: Fabricated Quartz Components for Batch
Epitaxial Process 150
TABLES
Table 1: 2021 TECHCET Critical Material Reports 20
Table 2: Global GDP and Semiconductor Revenues 21
Table 3: IMF World Economic Outlook 22
Table 4: Data Center Systems and Communication Services
Forecast 2022 22
Table 5: OEM Equipment Suppliers Process Expertise Relative
Ranking by Revenues 40
Table 6: Quartz Supplier Ranking by Application Area 41
Table 7: Quartz Size and Weight Increase from 200mm to
300mm Thermal Process 42
Table 8: Summary of Key Fabricators Expansion Projects 49
Table 9: Total Fabricated Quartz Components Revenue
History and Forecast* 51
Table 10: Which Quartz Fabricators Supply to OEM or IDMs? 59
Table 11: Quartz Fabricator Market Ranking by Region 2020:
Quartz Fabricator Market Ranking by Region 2020:
Quartz Fabricator Market Ranking by Region 2020 61
Table 12: Total Base Materials Revenue History and Forecast 63
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