Description
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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