Silicon Equipment Components Market Report CMR-NEW

$8,900.00

The Silicon Components Report focuses on silicon used for and with semiconductor and LED process equipment. The report includes a parts revenues by OEM tool set, regional shares, and market growth forecasting and fabricator market shares. Future requirements are discussed including a comparison with silicon carbide.

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Description

Market Research & Supply-Chain Analysis Report on Silicon Equipment Components used for Semiconductor Device Manufacturing

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

1 EXECUTIVE SUMMARY 	9
1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY               10
1.2 OVERVIEW OF THE 2021 SILICON PARTS MARKET                   11
1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS                    12
1.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY                      13
1.5 SILICON PARTS MARKET ASSESSMENT                             14
2 SCOPE, PURPOSE AND   METHODOLOGY 	15
2.1 SCOPE 					                16
2.2 PURPOSE 					                17
2.3 METHODOLOGY 				                18
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 		        19
3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK    20
3.1 WORLDWIDE ECONOMY   				        21
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY       23
3.1.2 SEMICONDUCTOR SALES GROWTH  		                24
3.1.3 TAIWAN MONTHLY SALES TRENDS  				25
3.1.4 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 –   

      SLOWER TO NEGATIVE SEMI REVENUE GROWTH EXPECTED           26
3.2 ELECTRONIC GOODS MARKET  				        27
3.2.1 SMARTPHONES  						28
3.2.2 PC UNIT SHIPMENTS  					29
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS		        30
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 	        31
3.2.3  SERVERS / IT MARKET  32
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION  		33 
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY  		        34
3.3.2 WW FAB EXPANSION DRIVING GROWTH   			35
3.3.3 EQUIPMENT SPENDING TRENDS  				36
3.3.4 TECHNOLOGY ROADMAPS  					37
3.3.5 FAB INVESTMENT ASSESSMENT  				38
3.4 POLICY & TRADE TRENDS AND IMPACT   				39
3.4.1  TRADE ISSUES - TARIFFS AND CHINA			        40
3.4.2 POLICY AND TRADE ISSUES  					41
3.5 SEMICONDUCTOR MATERIALS OUTLOOK   				42
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES? 43
3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD       44
3.5.3 GLOBAL TRANSPORTATION TRENDS, CONTINUED  		        45
3.6 TECHCET WAFER STARTS FORECAST THROUGH 2026   		46
3.6.1  TECHCET WAFER START MODELING METHODOLOGY 	        47
3.6.2 TECHCET’S MATERIAL FORECAST  				48
4 SILICON PARTS MARKET TRENDS 	   49
4.1 MATERIALS MARKET SIZE & FORECAST 	    	    	        51
4.2 SILICON - FAB MATERIAL INTRODUCTION & MARKET TREND          52
4.3 SILICON PARTS BY APPLICATION    	    	    	        53
4.4 NON-SEMICONDUCTOR APPLICATIONS SHARING SI 
    PARTS 
SUPPLY-CHAIN    	    	    	    	        54
4.5 TECHNOLOGY TRENDS - SILICON PARTS VS. CVD SILICON CARBIDE   55
4.5.1 TECHNOLOGY TRENDS – SI VS. SIC, ETCH EQUIPMENT            56
4.5.2 TECHNOLOGY TRENDS – SI VS. SIC, CONTINUED   	        57
4.5.3 TECHNOLOGY TRENDS – SILICON PARTS R&D   	      	        58
4.6  GLOBAL TRENDS - TARIFFS AND CHINA   	    	        59 
4.6.1 GLOBAL TRENDS - SIFUSION FROM CHINA (FERROTEC)   	        60
4.6.2 GLOBAL TRENDS – SPOTLIGHT ON MITSUBISHI MATERIALS         61
4.6.3 GLOBAL TRENDS - SHIPPING    	    	    	        62
5 MARKET LANDSCAPE (FABRICATORS) 	63
5.1 SUPPLY CHAIN OF SILICON PARTS  			        64
5.2 MATERIALS MARKET – HISTORY AND FORECAST   			65
5.2.1 MATERIALS MARKET – REGIONAL ACTIVITIES  		        66
5.3 FABRICATION - SILICON PARTS FABRICATORS BY REGION           67
5.3.1 FABRICATION - SILICON PARTS FABRICATORS BY REGION, 
      CONTINUED  						68
5.4 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE		        69
5.4.1 OEM INFLUENCE & CONTROL  					70
5.5 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT   			71
5.5.1 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT 		        72
5.5.2 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT  			73
5.6 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER	        74
5.6.1 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER, 
      CONTINUED  						75
5.7 SILICON PARTS PRODUCTION PERFORMANCE 		        76
5.7.1 SILICON PARTS PRODUCTION LOCATION – ANALYSIS 	        77
5.8 FAB EQUIPMENT SPENDING 2019 ~ 2023   			78
5.8.1 FAB EQUIPMENT SPENDING 2019 ~ 2023, REGIONAL  		79
5.9 SUPPLIERS ACTIVITY -  M&A ACTIVITY   			80
5.9.1 SUPPLIERS ACTIVITY - NEW PLANTS/NEW ENTRANTS, CONTINUED   81
5.9.2 SUPPLIERS ACTIVITY - NEW PLANTS/NEW ENTRANTS, CONTINUED   82
5.9.3 OEMS ACTIVITY - NEW PLANTS/NEW ENTRANTS, CONTINUED        83
5.10 MATERIALS MARKET LANDSCAPE - TRENDS   			84
5.10.1MATERIALS MARKET LANDSCAPE TRENDS, CONTINUED 	        85
6 SUB-TIER MATERIAL SUPPLY CHAIN 	 86
6.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON   	        87
6.1.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON DEMAND       88
6.1.2  SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS  	        89
6.2 POLYSILICON - RAW MATERIAL HISTORICAL PRICES 2022           90
6.2.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON, ASSESSMENT  91
6.3 BASE MATERIAL – SILICON INGOT   	 	 	        92
6.3.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS     93
6.3.2 CHINA SILICON INGOT MANUFACTURER – THINKONSEMI UPDATE     94
6.3.3 PRICE FLUCTUATIONS OF RAW MATERIALS OF TOP-3 SUPPLIERS    95
6.4 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS   	 	        96
6.4.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS, CONTINUED           97
6.5 OTHER INDUSTRIAL USES   	 	 	 	        98
7 TECHCET ANALYST ASSESSMENT	     99
8 SUPPLIER PROFILES 	             103
Applied Ceramics, Inc.
Atecom Technology Co.
CoorsTek, Inc.
DAEWON/IMS DAEWON
Dahe Thermo-magnetics Co., Ltd (Hangzhou)
AND MORE…
FIGURES
FIGURE E1: 2021 SILICON FABRICATED PARTS REVENUES AND 
FORECAST 
           ESTIMATES (M USD)                                    11
FIGURE E2: SILICON INGOT  12
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY 
CHAIN 
          (2021)                                                23
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES                         24
FIGURE 5: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*        25
FIGURE 6: 2022 SEMICONDUCTOR INDUSTRY REVENUE 
GROWTH FORECASTS  26
FIGURE 7: 2023 SEMICONDUCTOR INDUSTRY REVENUE 
GROWTH FORECASTS  26
FIGURE 8: SEMICONDUCTOR CHIP APPLICATIONS                       27
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES                   28
FIGURE 10: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3           29
FIGURE 11: GLOBAL EV TRENDS                                     30
FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE                 31
FIGURE 13: TSMC CONSTRUCTION SITE IN ARIZONA.                   33
FIGURE 14: CHIP EXPANSIONS 2021-2026 > US$460 B                 34
FIGURE 15: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF 

           THE WORLD                                            35
FIGURE 16: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS     36
FIGURE 17: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP                37
FIGURE 18: EUROPE CHIP EXPANSION UPSIDE                         43
FIGURE 19: WEIGHTED AVERAGE DWELL TIME IN DAYS(2021)            45
FIGURE 20: WEIGHTED AVERAGE DWELL TIME IN DAYS(2022JAN-JULY)    45
FIGURE 21: TECHCET WAFER START FORECAST BY NODE                 46
FIGURE 22: TECHCET MATERIALS FORECAST                           48
FIGURE 23: SILICON PARTS FROM SILFEX                            49
FIGURE 24: 2021 SILICON FABRICATED PARTS REVENUES AND FORECAST 

           ESTIMATES (M USD)                                    51
FIGURE 25: 2021 SILICON PARTS BY WAFER SIZE                     53
FIGURE 26: 2018 SILICON PARTS BY WAFER SIZE                     53
FIGURE 27: 2021 AMOLED MATERIAL REVENUES FORECAST TV & MOBILE 
           
(M USD)                                              54
FIGURE 28: SIFUSION HANGZHOU FACTORY                            60
FIGURE 29: MITSUBISHI MATERIALS SANDA PLANT                     61
FIGURE 30: NORTH AMERICA TO CHINA OCEAN SHIPPING PRICE INDEX
           
(JAN 21 – AUG 22)                                    62
FIGURE 31: CHINA TO NORTH AMERICA OCEAN SHIPPING PRICE 
           INDEX
 (JAN 21 – AUG 22)                              62
FIGURE 32: 2021 SILICON PARTS CONSUMPTION BY END USE LOCATION
           
ESTIMATE                                             63
FIGURE 33: 2021 SILICON FABRICATED PARTS REVENUES AND FORECAST

           ESTIMATES (M USD)                                    65
FIGURE 34: 2021 SILICON PARTS CONSUMPTION BY END USE LOCATION 

           ESTIMATE                                             67
FIGURE 35: 2021 ETCH EQUIPMENT MARKET SHARE                     69
FIGURE 36: 2021 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS 

           SEGMENT REVENUES (M USD)                             73
FIGURE 37: 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER     74
FIGURE 38: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022 
           (EU, TWD, 
RMB, KRW, JPY)                             77
FIGURE 39: FAB EQUIPMENT SPENDING                               78
FIGURE 40: FAB EQUIPMENT SPENDING (M USD)                       79
FIGURE 41: HANA MATERIALS ASAN PLANT                            81
FIGURE 42: SIFUSION FERROTEC LOCATION IN CHINA                  82
FIGURE 43: TEL’S NEW MANUFACTURING BUILDING                     83
FIGURE 44: POLYSILICON DEMAND FORECAST FOR 
SEMICONDUCTOR WAFERS 88
FIGURE 45: 2022 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)    90 
FIGURE 46: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR 

           SILICON PARTS FABRICATION                            93
FIGURE 47: THINKONSEMI 550MM SILICON WAFER (2020)               94
FIGURE 48: POLYSILICON IS WIDELY USED FOR THE MANUFACTURING 

           OF SOLAR CELLS                                       98
TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*                 21
TABLE 2: IMF ECONOMIC OUTLOOK*                                  22
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 

         FORECAST 2021                                          32
TABLE 4: OEM SYSTEM PUBLICLY REPORTED SALES BY REGION           71
TABLE 5: TEL SALES BY REGION 2019-2021                          72
TABLE 6: 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER       75
TABLE 7: KOREAN BASED SILICON FABRICATOR COSTS & MARGINS        76
TABLE 8: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS             89
TABLE 9: PRICE FLUCTUATIONS OF POLY-SILICON (USD/KG)            95

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