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

$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

This Critical Materials Report™ primarily focuses on the markets of silicon parts used in semiconductor process equipment, including silicon base materials and silicon equipment components for wafer process tools used for semiconductor device manufacturing. These parts are considered consumables, given that they are eventually require replacing after repeated use. Details on the supply-chain from high purity poly-silicon, base material manufacturers, and silicon fabricators are provided.

 

Featured Press Release on Silicon Parts Market Updates and Report Highlights:

Table of Contents:

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

1 SCOPE, PURPOSE, METHODOLOGY 	10
1.1 SUPPLY CHAIN & VALUE CHAIN OF SILICON PARTS 			11
1.2 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 				12

2 EXECUTIVE SUMMARY	13
2.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY 			14
2.2 OVERVIEW OF THE 2022 SILICON PARTS MARKET 				15
2.3 OVERVIEW OF POLYSILICON & SILICON INGOTS 				16
2.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY 				17
2.5 SILICON PARTS MARKET ASSESSMENT 					18

3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK    19
3.1 SEMICONDUCTOR MATERIALS OVERVIEW 					20
3.2 WORLDWIDE ECONOMY 							21
3.2.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 		23
3.2.2 SEMICONDUCTOR SALES GROWTH					24
3.2.3 TAIWAN MONTHLY SALES TRENDS					25
3.3 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 – SLOWER TO NEGATIVE 
SEMICONDUCTOR  REVENUE GROWTH EXPECTED					26
3.4 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 				27
3.4.1 SMARTPHONES 							28
3.4.2 PC UNIT SHIPMENTS 						29
3.4.3  ELECTRIC VEHICLE (EV) MARKET TRENDS				30
3.4.4 SERVERS / IT MARKET						32
3.5 MATERIALS - WAFER STARTS FORECAST THROUGH 2027 			33
3.5.1 TECHCET’S MATERIAL FORECAST					34

4 SILICON PARTS MARKET LANDSCAPE & TRENDS 	   35
4.1 SI PARTS MARKET SIZE & FORECAST 					36
4.2 SILICON - FAB MATERIAL INTRODUCTION & MARKET TREND 			37
4.3 SILICON PARTS BY APPLICATION 					38
4.4 NON-SEMICONDUCTORAPPLICATIONS SHARING SI PARTS SUPPLY-CHAIN 	39
4.5 TECHNOLOGY TRENDS - SILICON PARTS VS. CVD SILICON CARBIDE		40 
4.6 SUB-TIER /SILICON INGOT COSTS TRENDS 				41
4.7 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 			42
4.7.1  SILICON FABRICATOR MARKET SHARE BY SUPPLIER, CONTINUED		43
4.8 REGIONAL TRENDS – TRADE & GEOPOLITICS 				44
4.9 REGIONAL TRENDS - TRADE & GEOPOLITICS, CONTINUED 			45
4.10 REGIONAL TRENDS – PARTS SUPPLIER MARKET DYNAMICS 			46

5 CHIPS FABS GROWTH & CAPITAL EQUIPMENT SPENDING 	48
5.1 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 			49
5.1.1 FAB EXPANSION ANNOUNCEMENT SUMMARY				50
5.1.2 WW FAB EXPANSION DRIVING GROWTH 					52
5.1.3 FAB EQUIPMENT SPENDING 2019 ~ 2023				53
5.2 EQUIPMENT SPENDING TRENDS 						54
5.3 TECHNOLOGY ROADMAPS 						55
5.4 FAB INVESTMENT ASSESSMENT 						56
5.5 COULD MATERIALS CAPACITY LIMIT CHIPPRODUCTION SCHEDULES? 		57

6 OEM EQUIPMENT MARKET TRENDS	 58
6.1 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE 				59
6.2 FABRICATION - SILICON PARTS FABRICATORS BY REGION 			60
6.3 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT 				61
6.4 OEM ACTIVITIES – LAM RESEARCH AND AMAT				62
6.5 OEM ACTIVITY – LAM RESEARCH 					63
6.5.1 OEM ACTIVITY – LAM RESEARCH 					64
6.6 TOP 3 OEMS – TEL	 						65
6.7 OEM ACTIVITIES – AMEC 						66
6.8 OEM ACTIVITIES – HITACHI HIGH-TECH					67
6.9 OEM INFLUENCE & CONTROL 						68
6.10 POLICY & TRADE TRENDS AND IMPACT 					69

7 SUPPLIERS OF INTEREST	     70
7.1 SILICON PARTS PRODUCTION PERFORMANCE,				71
7.2 SUPPLIERS ACTIVITY - M&A ACTIVITY 					72
7.3 SUPPLIERS ACTIVITY - NEW PLANTS/NEW INVESTMENTS			73 
7.4 GLOBAL TRENDS - SIFUSION FROM CHINA (FERROTEC) 			74
7.5 GLOBAL TRENDS – SPOTLIGHT ON GRITEK 				75
7.6 GLOBAL TRENDS – SPOTLIGHT ON MITSUBISHI MATERIALS 			76
7.7 NEW SUPPLIER ENTERING THE MARKET: LATTICE MATERIALS 		77
7.8 NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC 			78
7.9 NEW SUPPLIER ENTERING THE MARKET: API 				79

8 SUB-TIER SUPPLY: SILICON INGOT GROWERS	     80
8.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS 	 	81
8.1.1 SINO AMERICAN SILICON – SAS			 	 	82
8.1.2 THINKON SEMI				 	 	 	83
8.2 CHINA SILICON INGOT MANUFACTURER – THINKON SEMI UPDATE 	 	84

9 POLYSILICON	     85
9.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON 			86
9.2 RAW MATERIAL SOURCE AND STATUS - POLYSILICON DEMAND 		87
9.3  SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS 				88
9.4 POLYSILICON - RAW MATERIAL HISTORICAL PRICES 2023 			89
9.5 RAW MATERIAL SOURCE AND STATUS - POLYSILICON, ASSESSMENT 		90
9.6 BASE MATERIAL – SILICON SUPPLIERS USING POLYSILICON 		91

10 SUB-TIER MATERIAL SUPPLY CHAIN	     92
10.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS 				93
10.2 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS, CONTINUED 			94
10.3 OTHER INDUSTRIAL USES 						95
10.4 SILICON PARTS PRODUCTION LOCATION - ANALYSIS 			96

11 TECHCET ANALYST ASSESSMENT	     97
11.1 TECHCET ANALYST ASSESSMENT 					98
11.2 TECHCET ANALYST ASSESSMENT, CONTINUED 				99
11.3 TECHCET ANALYST ASSESSMENT, CONTINUED 				100
11.4 MATERIALS MARKET LANDSCAPE TRENDS					101

12 SUPPLIER PROFILES 	             102
Addison Engineering
Alliance Precision/API
Applied Ceramics
BCnC Co., Ltd.
Bullen Ultrasonics
...and 20+ more

FIGURES
FIGURE 1: 2022 SILICON FABRICATED PARTS REVENUES AND 
FORECAST ESTIMATES (M USD)						15
FIGURE 2: SILICON INGOT							16
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)	23
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES 				24
FIGURE 5: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*	25
FIGURE 6: 2023 SEMICONDUCTOR REVENUE OUTLOOK				26
FIGURE 7: 2022 SEMICONDUCTOR CHIP APPLICATIONS				27
FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES 				28
FIGURE 9: WORLDWIDE PC AND TABLET FORECAST				29
FIGURE 10: ELECTRIFICATION TREND BY WORLD REGION 			30
FIGURE 11: SEMICONDUCTOR AUTOMOTIVE PRODUCTION				31
FIGURE 12: TECHCET WAFER START FORECAST BY NODE SEGMENTS**		33
FIGURE 13: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK			34
FIGURE 14: SILICON PARTS FROM SILFEX					35
FIGURE 15: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST 
ESTIMATES (M USD)							36
FIGURE 16: 2021 SILICON PARTS BY WAFER SIZE 				38
FIGURE 17: 2022 SILICON PARTS BY WAFER SIZE 				38
FIGURE 18: 2023 AR/VR SHIPMENT (1,000 UNITS)				39
FIGURE 19: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER		42
FIGURE 20: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE	48
FIGURE 21: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B		49
FIGURE 22: CHIP EXPANSIONS 2022-2027 US $473.6B				50
FIGURE 23: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD	52
FIGURE 24: FAB EQUIPMENT SPENDING					53
FIGURE 25: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)		54
FIGURE 26: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP	55
FIGURE 27: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING 	56
FIGURE 28: EUROPE CHIP EXPANSION UPSIDE					57
FIGURE 29: 2022 ETCH EQUIPMENT MARKET SHARE				59
FIGURE 30: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE	60
FIGURE 31: 2022 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT 
REVENUES (M USD)							62
FIGURE 32: LAM RESEARCH FACILITIES					63
FIGURE 33: SK ENPULSE’S PLANTS IN KOREA					72
FIGURE 34: SIFUSION FERROTEC LOCATION IN CHINA				73
FIGURE 35: SIFUSION HANGZHOU FACTORY					74
FIGURE 36: GRITEK MANUFACTURING LOCATION INSIDE				75
FIGURE 37: MITSUBISHI MATERIALS SANDA PLANT				76
FIGURE 38: SYC HEADQUARTER IN SHANGHAI					78
FIGURE 39: OPERATION CEREMONY OF  API IN 2019				79
FIGURE 40: SAS								82
FIGURE 41: THINKONSEMI HQ IN JINZHOU, CHINA				83
FIGURE 42: THINKONSEMI 550MM SILICON WAFER (2020)			84
FIGURE 43: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS 	87
FIGURE 44: 2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG) 		89
FIGURE 45: 2014-2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG) 	90
FIGURE 46: YOY POLYSILICON (KG) CONSUMPTION ESTIMATES			91
FIGURE 47: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS	95
FIGURE 48: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022 
(EU, TWD, RMB, KRW, JPY)						96

TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*				21
TABLE 2: IMF ECONOMIC OUTLOOK* 						22
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET 
SPENDING 2022								32
TABLE 4: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER		43
TABLE 5: 2022 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION		61
TABLE 6: TEL REVENUES BY END USER					65
TABLE 7: LEADING SILICON PARTS FABRICATION REVENUES			71
TABLE 8: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON 
PARTS FABRICATION							81
TABLE 9: SEMICONDUCTOR – GRADE POLYSILICON SUPPLIERS			88
TABLE 10: SILICON MATERIAL AND PARTS FABRICATOR LISTING			103

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