Silicon Wafers Market Report CMR 2024-2025 (Single User License)

$8,900.00

• Contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research
• Provides focused silicon wafers supply chain information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key silicon wafer suppliers, issues/trends in the silicon wafer supply chain, estimates on supplier market share, and silicon wafer market forecasting
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Description

This report covers the market landscape and supply-chain for silicon wafers used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.
Silicon wafers are the fundamental starting point for nearly all semiconductor device fabrication. As such, the criticality of the role that this material plays in the semiconductor supply chain is hard to refute and is treated as such accordingly in this Critical Materials Reports™

 

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

Table of Contents:

Click here for a PDF download of the full table of contents

1 EXECUTIVE SUMMARY	9 
1.1 SILICON WAFER BUSINESS – MARKET OVERVIEW 				10
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK 				11
1.3 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER 		12
1.4 SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI 	13
1.5  SILICON WAFER SEGMENT TRENDS 					14
1.6 TECHNOLOGY TRENDS 							15
1.7 COMPETITIVE LANDSCAPE 						16
1.8 MOST RECENTLY REPORTED QUARTERLY FINANCIALS OF TOP- 5		17
1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 			18
1.10 ANALYST ASSESSMENT OF SILICON WAFERS 				19

2 SCOPE, PURPOSE AND METHODOLOGY    20
2.1 SCOPE 								21
2.2 METHODOLOGY 							22
2.3 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS				23 

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 	24
3.1 WORLDWIDE ECONOMY AND OUTLOOK 					25
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY		27
3.1.2 SEMICONDUCTOR SALES GROWTH					28
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS		29
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT				30 
3.2.1 ELECTRONICS OUTLOOK						31
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK					32
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS				33
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS			34
3.2.3 SMARTPHONE OUTLOOK						35
3.2.4 PC OUTLOOK							36
3.2.5 SERVERS / IT MARKET						37
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 			38
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS		39
3.3.2 NEW FABS IN THE US						40	
3.3.3 WW FAB EXPANSION DRIVING GROWTH 					41
3.3.4 EQUIPMENT SPENDING TRENDS						42
3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS				43
3.3.5.1 DRAM TECHNOLOGY ROADMAPS					44
3.3.5.2 3D NAND TECHNOLOGY ROADMAPS					45
3.3.6 FAB INVESTMENT ASSESSMENT						46
3.4 POLICY & TRADE TRENDS AND IMPACT 					47
3.5 SEMICONDUCTOR MATERIALS OVERVIEW 					48
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028			49
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028			50

4 SILICON WAFER MARKET TRENDS	51
4.1 SILICON WAFERS MARKET TRENDS – OUTLINE 				52
4.1.1 2023 SILICON WAFER MARKET LEADING INTO 2024			53
4.1.2 SILICON WAFER MARKET OUTLOOK					54
4.1.2.1 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER	55
4.1.2.2 SILICON WAFER 5-YEAR EPI UNIT SHIPMENT FORECAST BY DIAMETER	56
4.1.2.3 SILICON WAFER 2024 SHIPMENT FORECAST BY DIAMETER		57
4.1.2.4 SILICON WAFER 5-YEAR REVENUE FORECAST INCLUDING SOI		58
4.2 SILICON WAFER PRODUCTION CAPACITY OF TOP SUPPLIERS 			59	
4.2.1 SILICON WAFER CAPACITY / PRODUCTION BY REGION			60 
4.3 SILICON WAFER EXPANSIONS AND INVESTMENTS- OVERVIEW		 	61
4.3.1 SILICON WAFER EXPANSIONS AND INVESTMENTS- ANNOUNCEMENTS 		62
4.3.2 SILICON WAFER EXPANSIONS AND INVESTMENTS – COMMENTS		63
4.4 SILICON WAFER SUPPLY VS. DEMAND BALANCE - OVERVIEW 			64	
4.4.1 SUPPLY VS. DEMAND BALANCE  – 300MM SILICON WAFERS			65
4.4.2 SUPPLY VS. DEMAND BALANCE  – 200MM SILICON WAFERS			66
4.4.3 SUPPLY VS. DEMAND BALANCE  – 300MM SILICON EPI WAFERS		68
4.5 PRICING TRENDS 							69
4.6 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 			71
4.6.1 SILICON WAFER GENERAL TECHNOLOGY OVERVIEW				72
4.6.2 SILICON WAFER TECHNOLOGY TRENDS					73
4.6.3 SPECIALTY/EMERGING SILICON WAFER AND APPLICATIONS			74
4.7 REGIONAL CONSIDERATIONS 						75
4.7.1 REGIONAL ASPECTS AND DRIVERS					76
4.8 EHS AND TRADE/LOGISTIC ISSUES  					78
4.8.1 EHS ISSUES							79			
4.8.2 TRADE/LOGISTICS ISSUES						80
4.9 ANALYST ASSESSMENT OF SILICON WAFER MARKET TRENDS			81 

5 ACTIVITY OF LEADING WAFER SUPPLIERS 82
5.1 SILICON WAFER MARKET SHARE 						83
5.1.1 CURRENT QUARTER - SUPPLIERS’ ACTIVITIES & REPORTED REVENUES 	84
5.1.2 CURRENT QUARTER  TOP-5 SUPPLIERS’ ACTIVITIES & REPORTEDREVENUES	85
5.1.3 CURRENT QUARTER ACTIVITY – SHIN ETSU				86
5.1.4 CURRENT QUARTER ACTIVITY – SUMCO					87
5.1.5 CURRENT QUARTER ACTIVITY – GLOBALWAFERS				88
5.1.6 CURRENT QUARTER ACTIVITY – SILTRONIC				89
5.1.7 CURRENT QUARTER ACTIVITY – SK SILTRON				90
5.2 M&A ACTIVITY AND PARTNERSHIPS - NONE 				91
5.3 PLANT CLOSURES 							92
5.4 NEW ENTRANTS 							93
5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK 
OF DISCONTINUATIONS 							94
5.6 TECHCET ANALYST ASSESSMENT OF SILICON WAFER SUPPLIERS 		95


6 SUB TIER SUPPLY-CHAIN, POLYSILICON 96
6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW 			97
6.1.1 POLYSILICON MARKET BACKGROUND					98
6.1.2 POLYSILICON MARKET TRENDS						99
6.1.3 POLYSILICON - INDUSTRIAL VS. SEMICONDUCTOR-GRADE 			100
6.1.4 SEMICONDUCTOR-GRADE POLYSILICON DEMAND				101
6.1.5 SUB-TIER SUPPLY CHAIN: POLYSILICON MARKET SHARE			102
6.1.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS & EXPANSION PLANS	103
6.1.7 SEMICONDUCTOR-GRADE POLYSILICON EXPANSION PLANS &NEWS		104
6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS  				105
6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY			106 
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 			107
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 				109
6.6 SUB-TIER SUPPLY-CHAIN PLANT UPDATES 				110
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES 				111
6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 				112
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 			113

7 SUPPLIER PROFILES 114
CENGOL
CETC
CHONGQING AST
CREE/WOLFSPEED
ESWIN
…and 20+ more

8 APPENDIX 196
8.1 INVESTMENT ANNOUNCEMENTS – SUPPLEMENTAL				197 
8.2 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS – SUPPLEMENTAL		199
8.3 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS – SUPPLEMENTAL		201
8.4 CHINA IMPACT ON GLOBAL 200 MM SUPPLY 				202
8.5 SIC WAFERS - SUPPLEMENTAL 						203
8.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS - SUPPLEMENTAL 		204	
 
LIST OF FIGURES
FIGURE 1.1: SILICON WAFER AREA SHIPMENT FORECAST			12
FIGURE 1.2: SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, 
INCLUDING SOI								13 
FIGURE 1.3: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE 
TOP 3 VS. TOP 5								16
FIGURE 1.4: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE	16
FIGURE 1.5: COMBINED REVENUES OF SHIN ETSU, SUMCO, GLOBALWAFERS, 
SILTRONIC, AND SK SILTRON						17
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  (2023)	27
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 				28
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)	29
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS			30
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)	32
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION 			33
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION				34
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES 			35
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST				36
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE 
IN THE BACKGROUND							38
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2022-2027			39
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US				40
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD	41
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE	42
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW		43
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW				44
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW			45
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024 			46
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS		49
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)		50
FIGURE 4.1: SILICON WAFER AREA SHIPMENT FORECAST			55
FIGURE 4.2: SILICON EPI WAFER AREA SHIPMENT FORECAST			56
FIGURE 4.3: SILICON WAFER QUARTERLY SHIPMENT FORECAST			57
FIGURE 4.4: SILICON WAFER REVENUE FORECAST				58
FIGURE 4.5: SILICON WAFER SUPPLIER SHARE OF 300MM CAPACITY		59
FIGURE 4.6: 300MM SILICON WAFER SUPPLY/DEMAND FORECAST			65
FIGURE 4.7: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST			66
FIGURE 4.8: 200MM SILICON WAFER SUPPLY/DEMAND FORECAST, CHINA IMPACT	67
FIGURE 4.9: 300MM SILICON EPI WAFER SUPPLY/DEMAND FORECAST		68
FIGURE 4.10: WORLDWIDE SILICON WAFER ASP TREND				69
FIGURE 4.11:NWORLDWIDE SILICON WAFER ASP TREND BY DIAMETER		70
FIGURE 4.12: SPECIALTY/EMERGING SILICON WAFER APPLICATIONS		74
FIGURE 4.13: 2023 SILICON WAFER REVENUE SHARE BY REGION (COMPANY HQ)	75
FIGURE 5.1: 2023 SILICON WAFER SUPPLIER MARKET SHARE BY REVENUE	83
FIGURE 5.2: SILICON WAFER MAKERS’ QUARTERLY COMBINED SALES (INCLUDES 
SHIN ETSU, SUMCO, GLOBALWAFERS, SILTRONIC, AND SK SILTRON)		85
FIGURE 5.3: SHIN ETSU CURRENT QUARTER FINANCIALS 			86
FIGURE 5.4: #2 SUMCO CURRENT QUARTER FINANCIALS 			87
FIGURE 5.5: GLOBALWAFERS CURRENT QUARTER FINANCIALS 			88
FIGURE 5.6: SILTRONIC CURRENT QUARTER FINANCIALS 			89
FIGURE 5.7: SK SILTRON CURRENT QUARTER FINANCIALS 			90
FIGURE 5.8: AN AERIAL VIEW OF SILTRONIC’S BURGHAUSEN FACILITY		94
FIGURE 6.1: POLYSILICON DEMAND SEMICONDUCTOR VS. PHOTOVOLTAIC 
APPLICATIONS								100
FIGURE 6.2: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR 
SILICON WAFERS (SEMICONDUCTOR APPLICATIONS)				101
FIGURE 6.3: UFLPA ENFORCEMENT METRICS SINCE IMPLEMENTATION OF THE ACT 	108
FIGURE 6.4: PRICE TREND OF PV POLYSILICON				112
FIGURE 8.1: SIC WAFERING						203	

LIST OF TABLES
TABLE 1.1: SILICON WAFER GROWTH OVERVIEW				10
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES			25
TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024) 			26
TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS		33
TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET 
SPENDING 2023								37
TABLE 4.1: ESTIMATED 300MM SILICON SHARE BY SUPPLIER			59
TABLE 4.2: SILICON WAFER SUPPLIER MANUFACTURING LOCATIONS 		60
TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 SILICON WAFER SUPPLIER 
INVESTMENTS								62
TABLE 4.4: REGIONAL SILICON WAFER MARKETS				76
TABLE 4.5: REGIONAL SILICON WAFER MARKETS, CONTINUED			77
TABLE 5.1: MOST RECENT QUARTERLY WAFER SUPPLIER SALES (IN LOCAL 
REPORTING CURRENCY)							84
TABLE 6.1: ESTIMATED 2023 POLYSILICON SUPPLIER RANKING			102
TABLE 6.2: SEMICONDUCTOR–GRADE POLYSILICON SUPPLIERS			103
TABLE 8.1: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS	197
TABLE 8.2: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS, 
CONTINUED								198
TABLE 8.3: CHINA WAFER SUPPLIER 300 MM STATUS				199
TABLE 8.4: CHINA WAFER SUPPLIER 300 MM STATUS, CONTINUED		200
TABLE 8.5: CHINA WAFER SUPPLIER 200 MM STATUS				201
TABLE 8.6: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS		202
TABLE 8.7: EG POLYSILICON SUPPLIERS IN CHINA				204


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