Silicon Equipment Components

$8,599.00

The Silicon Components Report focuses on silicon used for and with semiconductor and LED process equipment. Parts revenues by OEM tool set and regional shares are provided in addition to market growth forecast and fabricator market shares. Future requirements are discussed including a comparison with silicon carbide.

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Description

Silicon Parts – Click here for a PDF download of the full table of contents

1 EXECUTIVE SUMMARY 	10
1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR MARKET 		11
1.2 OVERVIEW OF THE 2020 SILICON PARTS MARKET 		        12
1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS 		        13
1.4 TOP 3 CONCERNS ABOUT SUPPLY AVAILABILITY 		        14
1.5 TOP 3 OPPORTUNITIES FOR GROWTH IN THE INDUSTRY 		15
2 SCOPE, PURPOSE AND   METHODOLOGY 	16
2.1 SCOPE 					                17
2.2 PURPOSE 					                18
2.3 METHODOLOGY 				                19
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 		        20
3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK    21
3.0 SEMICONDUCTOR INDUSTRY STATUS & OUTLOOK  		        22
3.1 SEMICONDUCTOR INDUSTRY TIED TO WORLDWIDE ECONOMY 	        23
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY  	25
3.1.2 SEMICONDUCTOR SALES GROWTH  			        26
3.1.3 TAIWAN MONTHLY SALES TRENDS  			        27
3.1.4 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST  	28
3.2 ELECTRONIC GOODS MARKET  			                29
3.2.1 SMARTPHONES  				                30
3.2.2 PC UNIT SHIPMENTS  			     	        31
3.2.3 AUTOMOTIVE SALES  				        32
3.2.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES  	33
3.2.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS 	 	        34
3.2.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS         	35
3.2.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM   36
3.2.4 SERVERS / IT  				                37
3.2.4.1 SERVERS / IT, CONTINUED – FORECASTS  		        38
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION  	        39
3.3.1 EQUIPMENT SPENDING TRENDS  			        40
3.3.2 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY  	42
3.4 POLICY & TRADE TRENDS AND IMPACT  			        44
3.4.1 POLICY AND TRADE ISSUES  			                45 
3.4.2 U.S. CHIPS ACT  				                47
3.4.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY  		        48 
3.4.4 OVERALL CHINA MARKET TRENDS  			        49
3.5 SEMICONDUCTOR MATERIALS OUTLOOK 			        51
3.5.1 TECHCET WAFER START FORECAST  			        52 
3.5.2 SEMICONDUCTOR – LEADING EDGE NODE GROWTH  		53 
3.5.3 WAFER STARTS OTHER DEVICES  			        54
3.5.4 SEMICONDUCTOR MATERIALS MARKET FORECAST 		        55
4 SILICON PARTS MARKET TRENDS 	   56
4.1 SILICON PARTS MARKET SIZE AND FORECAST 		        57
4.2 MARKET TRENDS OVERVIEW			                58
4.3 SILICON PARTS APPLICATIONS 			                59
4.3.1 LARGE VS. SMALL DIAMETER PARTS –CAPITAL EXPENDITURE 
      OF FAB EQUIPMENT				                60
4.3.2 200MM EQUIPMENT MARKET TRENDS			        61
4.4 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS 
    SUPPLY-CHAIN 					        62
4.5 TECHNOLOGY TRENDS - SILICON PARTS VS. SILICON CARBIDE 	63
4.6 TRADE ISSUES - TARIFFS AND CHINA 			        64
4.7 SUB-TIER SUPPLY-CHAIN: DISTRIBUTIONS – REC SILICON 		65
4.7.1 SUB-TIER SUPPLY-CHAIN: SILICON PARTS NEW ENTRANTS – OCI	66
4.8 MATERIAL TRENDS FOR THE LEADING-EDGE		        67
4.9 TRENDS/IMPACT/STATUS OF LEGACY MATERIALS, 5G		68
4.10 REGIONAL TRENDS/DRIVERS 			                69
4.11 GLOBAL TRANSPORTATION TRENDS 			        70
5 MARKET LANDSCAPE (FABRICATORS) 	71
5.1 MATERIALS MARKET SIZE & FORECAST 			        72
5.1.1 MATERIALS MARKET SIZE & FORECAST, CONTINUED		73
5.1.2 MATERIALS MARKET SIZE & FORECAST, CONTINUED		74
5.2 FABRICATION - SILICON PARTS FABRICATORS BY REGION		75
5.2.1 FABRICATION - SILICON PARTS FABRICATORS
      BY REGION, CONTINUED					76
5.3 FABRICATION - SILICON PARTS FABRICATORS MARKET SHARE 	77
5.3.1 FABRICATION - SILICON PARTS FABRICATORS 
      MARKET SHARE,CONTINUED					78
5.4 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT: LAM RESEARCH       	79
5.4.1 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT: LAM RESEARCH	80
5.4.2 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT		        81
5.4.3 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT		        82
5.5 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 		83
5.5.1 2020 SILICON FABRICATOR MARKET SHARE 
      BY SUPPLIER, CONTINUED					84
5.5.2 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER,ANALYSIS	85
5.5.3 2020 SILICON FABRICATOR BY REGION, CONTINUED	 	86
5.6 FAB EQUIPMENT SPENDING 2016 ~ 2022 			        87
5.6.1 FAB EQUIPMENT SPENDING BY REGION 			        88
5.7 SUPPLIERS ACTIVITY -  M&A ACTIVITY 			        89
5.7.1 SUPPLIERS ACTIVITY - NEW PLANTS/NEW ENTRANTS 		90
5.7.2 SUPPLIERS ACTIVITY - NEW PLANTS/NEW ENTRANTS, CONTINUED	91
5.7.3 SUPPLIERS ACTIVITY - RECENTLY CLOSED PLANTS OR ”TO BE”
      CLOSED PLANTS				                92
6 SUB-TIER MATERIAL SUPPLY CHAIN 	 93
6.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON 		94
6.1.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON, CONTINUED	95
6.1.2 RAW MATERIAL SOURCE AND STATUS - POLYSILICON, ANALYSIS	96
6.1.3 RAW MATERIAL SOURCE AND STATUS - POLYSILICON, 
      ANALYSIS, CONTINUED					97
6.2 BASE MATERIAL – SILICON INGOT			        98
6.2.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS	99
6.2.2 CHINA SILICON INGOT MANUFACTURER – THINKONSEMI	        100
6.2.3 SILICON INGOT - HISTORICAL PRICES 2002~2019		101
6.4 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS 		        102
6.4.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS, CONTINUED 	        103
6.5 OTHER INDUSTRIAL USES 				        104
7 TECHCET ANALYST ASSESSMENT	     105
7.1 BENEFITS OF SILICON AS A MATERIAL FOR EQUIPMENT PARTS 	106
7.1.1 BENEFITS OF SILICON AS A MATERIAL FOR 
      EQUIPMENT PARTS, CONTINUED				107
7.2 TECHCET ANALYST ASSESSMENT 			                108
7.2.1 TECHCET ANALYST ASSESSMENT, CONTINUED		        109
8 SUPPLIER PROFILES 	110
8.1 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER: SILFEX 	111
8.1.2 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER:
      SILFEX, CONTINUED					        112
8.2 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER:
    BULLEN ULTRASONICS				                113
8.3 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER:
    HANA MATERIALS				                114
8.4 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER:
    WORLDEX	                                                115
FIGURES
FIGURE 1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2020) 25
FIGURE 2: WORLDWIDE SEMICONDUCTOR SALES 		         26
FIGURE 3: WORLDWIDE SEMICONDUCTOR SALES 
          (TSMC, UMC, VIS, ASE, CHIPMOS, KYEC) 	         27
FIGURE 4: SEMICONDUCTOR WAFER AREA SHIPMENTS 		         28
FIGURE 5: SEMICONDUCTOR CHIP APPLICATIONS 		         29
FIGURE 6: MOBILE PHONE SHIPMENTS WW ESTIMATES 		         30
FIGURE 7: PC NOTEBOOK SHIPMENTS 			         31
FIGURE 8 : U.S. AUTOMOTIVE SALES 			         32
FIGURE 9: MONTHLY AUTOMOTIVE SALES TRENDS 		         33
FIGURE 10: GLOBAL EV TRENDS 			                 34
FIGURE 11: SEMICONDUCTOR SPEND PER VEHICLE TYPE. 		 35
FIGURE 12: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION. 	 36
FIGURE 13: AMAZON SERVER FARM 			                 37 
FIGURE 14: SEMICONDUCTOR REVENUE GROWTH FORECASTS 
           (AS OF MARCH 2020) 				         39
FIGURE 15: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE.  	 40
FIGURE 16: OVERVIEW OF LOGIC ROADMAP TRENDS                      41
FIGURE 17: CHINA IC MARKET AND PRODUCTION TRENDS 		 49
FIGURE 18: 300MM WAFER STARTS 			                 53
FIGURE 17: CHINA IC MARKET AND PRODUCTION TRENDS 		 49
FIGURE 18: 300MM WAFER STARTS 			                 53
FIGURE 19: > 32NM NODE LOGIC DEVICES GROWTH FORECAST 
           (200MM EQUIV.)                                        54
FIGURE 20: GLOBAL SEMICONDUCTOR MATERIALS HISTORY & FORECAST  	 55
FIGURE 21: SILICON PARTS FROM SILFEX			         56
FIGURE 22: 2020 SILICON PARTS  BY EQUIVALENT WAFER SIZE	         59
FIGURE 23: 2018 SILICON PARTS  BY EQUIVALENT WAFER SIZE	         59
FIGURE 24: TSMC FOUNDRY FACILITY			         60
FIGURE 25: USED APPLIED MATERIALS 200MM EQUIPMENT		 61
FIGURE 26: AMOLED MATERIAL REVENUES - TV & MOBILE (M USD)	 62
FIGURE 27: POLYSILICON PLANT IN MOSES LAKE		         65
FIGURE 28: PRICING TREND IN POLYSILICON PROVIDED BY OCI	         66
FIGURE 29: INCREASING DEGREE OF DIFFICULTIES 
           WITH NODAL TRANSITIONS                                67
FIGURE 30: CONGESTION AT PORT OF LONG BEACH		         70
FIGURE 31: 2020 SILICON FABRICATED PARTS REVENUES AND 
           FORECAST ESTIMATES (M USD)	                         72
FIGURE 32: 2020 SILICON FABRICATED PARTS REVENUES AND 
           FORECAST ESTIMATES (M USD)	                         73
FIGURE 33: 2020 SILICON PARTS CONSUMPTION BY END USE 
           LOCATION ESTIMATE				         75
FIGURE 34: 2020 ETCH EQUIPMENT MARKET SHARE		         77
FIGURE 35: GLOBAL ETCH EQUIPMENT MARKET SIZE (B USD)		 78
FIGURE 36: LAM RESEARCH’S NEW PLASMA ETCHING SYSTEM FOR 
           CHIPMAKING PROCESS				         79
FIGURE 37: LAM RESEARCH VS. APPLIED MATERIALS 
           BUSINESS SEGMENT REVENUES (M USD)			 82
FIGURE 38: 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER	 83
FIGURE 39: PROJECTED HIGH-VOLUME FABS STARTING CONSTRUCTION	 86
FIGURE 40: FAB EQUIPMENT SPENDING			         87
FIGURE 41: 2020 FAB EQUIPMENT SPENDING (BILLION USD)		 88
FIGURE 42: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR	         95
FIGURE 43: SI PARTS SUPPLIERS THAT SELL SILICON INGOT 
           FOR SILICON PARTS FABRICATION			 99
FIGURE 44: THINKONSEMI 550MM SILICON WAFER (2020)		 100
FIGURE 45: 2020~2019 AVERAGE POLYSILICON SPOT 
           MARKET PRICE ($/KG)				         101 
FIGURE 46: FERROTEC WAFER CLEANING ROOM		                 106
TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 		 23
TABLE 2: WORLD BANK ECONOMIC OUTLOOK*  		                 24
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 
         FORECAST 2021. 				         38
TABLE 4: DEVICE MAKER INVESTMENT ACTIVITY 		         42
TABLE 5: DEVICE MAKER INVESTMENT ACTIVITY, CONTINUED 	         43
TABLE 6: US CHIPS ACT PROVISIONS 			         47
TABLE 7: 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 	 84
TABLE 8: RAW MATERIAL SOURCE AND STATUS 		         97

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