Description
• Contains data and analysis on the semiconductor related rare earths market from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about rare earths key suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments
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Table of Contents
1 EXECUTIVE SUMMARY 4
2 SCOPE, PURPOSE, METHODOLOGY 8
2.1 Scope 9
2.2 Purpose 9
2.3 Methodology 9
3 RARE EARTH COMPONENTS 10
3.1 Descriptions of Rare Earths 10
3.2 Classification of Rare Earths 13
4 RARE EARTH APPLICATION AND DEMAND 14
4.1 Automotive 18
4.2 Solar/Wind 20
4.3 Consumer Electronics 22
4.4 Semiconductors 24
5.0 CHINA'S POSITION ON RARE EARTHS 25
5.1 China's Rare Earth Policy 25
5.2 Chinese Monopoly on Mine Production 27
5.3 Chinese Investment Positions Outside of China 31
6.0 NON-CHINA RARE EARTH SOURCING 34
6.1 Overview of Non-China Rare Earth Mines 35
6.2 North America REE Development 40
6.3 Europe REE Development 41
6.4 Southeast Asia REE Development 42
6.5 Australia REE Development 44
7.0 EFFORTS TO REDUCE DEPENDENCY 46
7.1 Governmental Policy 46
7.2 Substitution and Recycling 48
8.0 LEADING RARE EARTH COMPANIES 49
9.0 ANALYST ASSESSMENT AND NEXT STEPS NEEDED 59
10.0 REFERENCES 62
