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 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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