Description
This 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.
• 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.
• Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst
• Includes Single User License – provides 1 portal access login to techcet.com for one person, using 2FA (two-factor authentication). For Multi-User License information, click here.
TECHCET Reports can be Included with CMC or DSS Membership, which includes 1:1 meeting time with the analyst – Click Here for Membership Info!
For custom reports and consulting, email us here.
Table of Contents
1 EXECUTIVE SUMMARY 10
1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY 11
1.2 OVERVIEW OF THE 2023 SILICON PARTS MARKET 12
1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS 13
1.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY 14
1.5 SILICON PARTS MARKET ASSESSMENT 15
2 SCOPE, PURPOSE, METHODOLOGY 16
2.1 SCOPE, PURPOSE AND METHODOLOGY 17
2.2 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 18
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 19
3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY OUTLOOK 20
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 22
3.1.2 SEMICONDUCTOR SALES GROWTH 23
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 24
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 25
3.2.1 ELECTRONICS OUTLOOK 26
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK 27
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS 28
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 29
3.2.3 SMARTPHONE OUTLOOK 30
3.2.4 PC OUTLOOK 31
3.2.5 SERVERS / IT MARKET 32
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 33
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 34
3.3.2 NEW FABS IN THE US 35
3.3.3 WW FAB EXPANSION DRIVING GROWTH 36
3.3.4 EQUIPMENT SPENDING TRENDS 37
3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS 38
3.3.5.1 DRAM TECHNOLOGY ROADMAPS 39
3.3.5.2 3D NAND TECHNOLOGY ROADMAPS 40
3.3.6 FAB INVESTMENT ASSESSMENT 41
3.4 POLICY & TRADE TRENDS AND IMPACT 42
3.5 SEMICONDUCTOR MATERIALS OVERVIEW 43
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028 44
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028 45
4 SILICON PARTS MARKET LANDSCAPE & TRENDS 46
4.1 SILICON PARTS VALUE CHAIN 47
4.2 SI PARTS MARKET SIZE & FORECAST 48
4.3 SILICON - FAB MATERIAL INTRODUCTION & MARKET TREND 49
4.4 SILICON PARTS BY APPLICATION 50
4.5 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS SUPPLY-CHAIN 51
4.6 TECHNOLOGY TRENDS - SILICON PARTS VS. SILICON CARBIDE PARTS 52
4.7 SUB-TIER /SILICON INGOT COSTS TRENDS 53
4.8 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 54
4.9 REGIONAL TRENDS – SILICON PARTS USAGE BY REGION 56
4.9.1 REGIONAL TRENDS – TRADE & GEOPOLITICS 57
4.9.2 REGIONAL TRENDS – PARTS SUPPLIER MARKET DYNAMICS 59
5 OEM EQUIPMENT MARKET TRENDS 60
5.1 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE 61
5.2 FABRICATION - SILICON PARTS FABRICATORS BY REGION 62
5.3 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT 63
5.4 OEM ACTIVITIES - LAM RESEARCH AND AMAT 64
5.5 OEM ACTIVITIES – LAM RESEARCH 65
5.6 TOP 3 OEMS –TEL 67
5.7 OEM ACTIVITIES - AMEC 68
5.8 OEM INFLUENCE & CONTROL 69
5.9 POLICY & TRADE TRENDS AND IMPACT 70
6 SUPPLIERS OF INTEREST 71
6.1 SILICON PARTS PRODUCTION PERFORMANCE 72
6.2 GLOBAL TRENDS- NEW PLANTS/NEW INVESTMENTS 73
6.3 GLOBAL TRENDS – SPOTLIGHT ON SILFEX 74
6.4 GLOBAL TRENDS – SPOTLIGHT ON MITSUBISHI MATERIALS 75
6.5 GLOBAL TRENDS – SHIN-ETSU CHEMICAL NEW PLANT 76
6.6 GLOBAL TRENDS –FERROTEC NEW PLANT 77
6.7 GLOBAL TRENDS – SK ENPULSE SELLING BUSINESS 78
6.8 NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC 79
7 SUB-TIER SUPPLY: SILICON INGOT GROWERS 80
7.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS 81
7.1.1 SINO AMERICAN SILICON – SAS 82
7.1.2 THINKON SEMI 83
7.2 CHINA SILICON INGOT MANUFACTURER – THINKON SEMI UPDATE 84
8 POLYSILICON 85
8.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON 86
8.2 EXPANSION – WACKER SILICONES 87
8.3 EXPANSION – HEMLOCK SEMICONDUCTOR 88
8.4 EXPANSION – OCI KOREA AND TAKUYAMA 89
8.5 PLANT CLOSURE - REC 90
8.6 RAW MATERIAL SOURCE AND STATUS - POLYSILICON DEMAND 91
8.7 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS 92
8.8 POLYSILICON – ENERGY COST 93
8.9 SOLAR GRADE POLYSILICON - PRICING 94
8.10 POLYSILICON - ASSESSMENT 95
8.11 POLYSILICON VS. MONOCRYSTALLINE SILICON 96
9 SUB-TIER MATERIAL SUPPLY CHAIN 97
9.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS 98
9.3 OTHER INDUSTRIAL USES 99
9.4 SILICON PARTS PRODUCTION LOCATION - ANALYSIS 100
10 TECHCET ANALYST ASSESSMENT 101
10.1 TECHCET ANALYST ASSESSMENT 102
10.2 MATERIALS MARKET LANDSCAPE TRENDS 104
11 SUPPLIER PROFILES 105
ADDISON ENGINEERING
ALLIANCE PRECISION/API
APPLIED CERAMICS
BCNC CO., LTD.
BULLEN ULTRASONICS
...AND 25+ MORE
FIGURES
FIGURE 1.1: 2023 SILICON FABRICATED PARTS REVENUES AND
FORECAST ESTIMATES (M USD) 12
FIGURE 1.2: SILFEX SILICON INGOT 13
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023) 22
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 23
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSII)
IN 000’S OF NTD 24
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS 25
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS) 27
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION 28
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION 29
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES 30
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST 31
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE
IN THE BACKGROUND 33
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028 34
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US 35
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 36
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE 37
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW 38
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW 39
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW 40
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024 41
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS 42
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD) 43
FIGURE 4.1: SILICON PARTS FROM SILFEX 46
FIGURE 4.2: SILICON PARTS VALUE CHAIN 47
FIGURE 4.3: 2023 SILICON FABRICATED PARTS REVENUES AND FORECAST
ESTIMATES (M USD) 48
FIGURE 4.4: 2022 SILICON PARTS BY WAFER SIZE 50
FIGURE 4.5: 2023 SILICON PARTS BY WAFER SIZE 50
FIGURE 4.6: OLED SUPPLY/DEMAND FOR MOBILE PANELS 2021-2028 51
FIGURE 4.7: 2023 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 52
FIGURE 4.8: 2023 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE 56
FIGURE 5.1: 2023 ETCH EQUIPMENT MARKET SHARE 61
FIGURE 5.2: 2023 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE 62
FIGURE 5.3: 2023 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS
SEGMENT REVENUES (M USD) 64
FIGURE 5.4: LAM RESEARCH FACILITIES 65
FIGURE 5.5: LAM’S NEW WAREHOUSE IN BATU KAWAN, MALAYSIA 66
FIGURE 5.6: TEL’S NEW ETCH SYSTEM BUILDING, COMPLETION
SCHEDULED FOR SPRING 2025 67
FIGURE 5.7: RENDERING: NEW PRODUCTION FACILITY OF AMEC
IN SHANGHAI, CHINA 68
FIGURE 6.1: SIFUSION FERROTEC LOCATION IN CHINA 73
FIGURE 6.2: SILFEX SPRINGFIELD MANUFACTURING LOCATION 74
FIGURE 6.3: MITSUBISHI MATERIALS SANDA PLANT 75
FIGURE 6.4: IMAGE OF THE SHIN-ETSU NEW PLANT 76
FIGURE 6.5: FERROTEC MAJOR PLANT WITH SIX MAIN MANUFACTURING BUILDINGS 77
FIGURE 6.6: SK ENPULSE CHINA PLANT INSIDE 78
FIGURE 6.7: SYC HEADQUARTER IN SHANGHAI 79
FIGURE 7.1: SAS 82
FIGURE 7.2: THINKONSEMI HQ IN JINZHOU, CHINA 83
FIGURE 7.3: THINKONSEMI 550MM SILICON WAFER (2020) 84
FIGURE 8.1: GROUNDBREAKING CEREMONY IN THE CZECH REPUBLIC 87
FIGURE 8.2: GROUNDBREAKING CEREMONY IN SAGINAW COUNTY 88
FIGURE 8.3: OCI IKSAN PLANT I KOREA 89
FIGURE 8.4: REC POLYSILICON PLANT IN BUTTE, MONTANA 90
FIGURE 8.5: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS 91
FIGURE 8.6: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS
1Q 2023 REPORT) 93
FIGURE 8.7: GPM AND CHINA POLYSILICON PRICE TREND 94
FIGURE 9.1: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS 99
FIGURE 9.2: US EXCHANGE RATE TRENDS 1/2021 TO 7/2024 100
TABLES
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 20
TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS 28
TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION
SERVICES MARKET SPENDING 2023 32
TABLE 4.1: 2023 VS. 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 55
TABLE 5.1: 2023 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION 63
TABLE 5.2: TEL REVENUES BY END USER 67
TABLE 6.1: LEADING SILICON PARTS FABRICATION REVENUES 72
TABLE 7.1: SI PARTS SUPPLIERS THAT MAKE AND/OR SELL SILIC ON INGOT
FOR SILICON PARTS FABRICATION 81
TABLE 8.1: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS 92
TABLE 11.1: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 1 OF 2 106
TABLE 11.2: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 2 OF 2 107
