Silicon Wafers-NEW

$8,599.00

• 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 information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments

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Description

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

1 EXECUTIVE SUMMARY	9 
 1.1 	WAFER BUSINESS – MARKET OVERVIEW			10
 1.2  	SILICON WAFER REVENUE TRENDS			        11
 1.3 	MARKET TRENDS IMPACTING OUTLOOK			        12
 1.4 	FIRST QUARTER 2021 FINANCIALS OF TOP 5		        13
 1.5  	YEAR 2020 IN REVIEW 				        14
 1.6  	WAFER SEGMENT TRENDS			                15
 1.7  	SILICON WAFER 5-YEAR FORECAST BY SEGMENT		16
 1.8 	SILICON WAFER 5-YEAR FORECAST BY REVENUES		17
 1.9 	TECHNOLOGY TRENDS				        18
 1.10  	COMPETITIVE LANDSCAPE 			                19
 1.11  	EHS ISSUES/CONCERNS				        20
 1.12  	ANALYST ASSESSMENT				        21
2 SCOPE, PURPOSE AND METHODOLOGY    23
 2.1	SCOPE					                24
 2.2	PURPOSE					                25
 2.3	METHODOLOGY			                	26
 2.4	OVERVIEW OF OTHER TECHCET CMR™ REPORTS  		27
3 MARKET OUTLOOK	   28
 3.1   SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK	        29
 3.2   WORLDWIDE ECONOMY				        30
 3.2.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY	32
 3.2.2 SEMICONDUCTOR SALES GROWTH		                33
 3.2.3 TAIWAN MONTHLY SALES TRENDS			        34
 3.2.4 SEMICONDUCTOR INDUSTRY OUTLOOK		                35
 3.2.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST   36
 3.3   ELECTRONIC GOODS MARKET			                37
 3.3.1 SMARTPHONES				                38
 3.3.2 PC UNIT SHIPMENTS			                39
 3.3.3 AUTOMOTIVE SALES			                        40
 3.3.4 SERVERS / IT				                45
 3.4   SEMICONDUCTOR FABRICATION GROWTH & EXPANSION	        47
 3.4.1 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST	48
 3.4.2 EQUIPMENT SPENDING TRENDS			        49
 3.4.3 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY	52
 3.4.4 OVERALL CHINA MARKET TRENDS			        54
 3.5   POLICY & TRADE TRENDS AND IMPACT			        56
 3.5.1 POLICY AND TRADE ISSUES			                57
 3.5.2 U.S. CHIPS ACT				                59
 3.5.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY		        60
 3.6   SEMICONDUCTOR MATERIALS OUTLOOK		                61
 3.6.1 SEMICONDUCTOR – LEADING EDGE NODE GROWTH	                63
 3.6.2 SEMICONDUCTOR – NON-LEADING EDGE NODE GROWTH	        64
 3.6.3 SEMICONDUCTOR MATERIALS FORECAST		                65
4 WAFERS MARKET TRENDS	66
 4.1   MARKET TRENDS				                67
 4.1.1 WAFER MARKET 2020 GOING INTO 2021 		        68
 4.1.2 WAFER MARKET OUTLOOK			                69
 4.1.3 TRENDS - SILICON WAFER SHIPMENTS GROWING & 
       SUPPLY CONSTRAINTS INCREASING		                73
 4.2   SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS	71
 4.2.1 SILICON WAFER PRODUCTION CAPACITY – DELAYS	        74
 4.2.2 SILICON WAFER PRODUCTION CAPACITY – EXPANSIONS	        75
 4.2.3 INVESTMENT ACTIVITY- OVERVIEW			        76
 4.2.4 SILICON WAFER PRODUCTION CAPACITY – REGIONAL 	        79
 4.2.5 SILICON WAFER PRODUCTION CAPACITY – 300 MM 
       CAPACITY FOR SUPPLIERS 			                80
 4.2.6 SILICON WAFER PRODUCTION CAPACITY – CHINA		81 
 4.2.7 SUPPLY VS. DEMAND OF 200MM AND CHINA’S IMPACT	        86
 4.2.8 SUPPLY VS. DEMAND OF 300 MM			        87
 4.3   TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 	88
 4.3.1 GENERAL WAFER TECHNOLOGY OVERVIEW		        89
 4.3.2 TECHNOLOGY TRENDS			                90
 4.3.3 LEGACY AND SPECIALTY APPLICATION TECHNOLOGY	        91
 4.3.4 SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS	92
 4.3.5 SIC WAFERS				                93
 4.4   REGIONAL TRENDS				                94
 4.4.1 REGIONAL TRENDS AND DRIVERS			        96
 4.5   EHS AND LOGISTIC ISSUES 			                98
 4.5.1 EHS ISSUES				                99
 4.5.2 LOGISTIC ISSUES				                100
5 SUPPLIER MARKET LANDSCAPE 101
 5.1   MARKET STATISTICS & FORECASTS			        102
 5.1.1 WAFER MARKET REVENUES ESTIMATE AND FORECAST, 
       SILICON AND SOI			                        103
 5.1.2 SILICON WAFER REVENUES ASP TRENDS		        104
 5.1.3 SILICON WAFER FORECASTS – WAFER SHIPMENT 5-YEAR 
       FORECAST BY DIAMETER			                105
 5.1.4 SILICON WAFER FORECASTS – QUARTERLY WAFER SHIPMENT	
       FORECAST THROUGH 4Q-2021 BY DIAMETER		        106
 5.1.5 SUPPLY VS. DEMAND BALANCE  – 300 MM		        108
 5.1.6 SUPPLY VS. DEMAND BALANCE  – 200MM		        109
 5.1.7 EPITAXIAL SILICON WAFERS FORECASTS - ANNUAL SILICON EPI 		
       WAFER SHIPMENT FORECAST SUMMARY		                110
 5.1.8 SOI WAFERS – 5 YEAR REVENUE FORECAST		        113
 5.1.9 SILICON WAFER MARKET SHARE			        115
 5.1.10 FIRST QUARTER 2021  - TOP 5 SUPPLIERS’ ACTIVITY & 		
        REPORTED REVENUES			                116
 5.2   M&A ACTIVITY AND PARTNERSHIPS			        123
 5.2.1 M&A ACTIVITY - IMPACT ON MARKET SHARE		        124
 5.2.2 SIC INVESTMENTS & PARTNERSHIPS – SIC		        126
 5.2.3 GAN ON SILICON			                        128
 5.3   PLANT CLOSURES 				                129
 5.4   NEW ENTRANTS			   	                130
 5.4.1 NEW SUPPLIERS IN CHINA			                131
 5.5   SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF 
       DISCONTINUATIONS				                132
 5.6   PRICING TRENDS				                133
 5.6.1 WAFER PRICING TRENDS 			                134
 5.6.2 WAFER PRICING TREND GRAPH			        135
 5.7   TECHCET ANALYST ASSESSMENT			        136
 5.7.1 ASSESSMENT OF WAFER SUPPLIERS		                137
6 SUB TIER SUPPLY-CHAIN 140
 6.1   SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS		        141
 6.1.1 POLYSILICON MARKET BACKGROUND		                142
 6.1.2 POLYSILICON SUPPLY VS. DEMAND		                144
 6.1.3 SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE	        145
 6.1.4 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS	        146
 6.2   SUB-TIER SUPPLY-CHAIN: DISRUPTIONS			148
 6.2.1 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS		        149
 6.2.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS – REC SILICON	        150
 6.3   SUB-TIER SUPPLY-CHAIN M&A ACTIVITY			151
 6.4   SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES		152
 6.5   SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS		        153
 6.6   SUB-TIER SUPPLY-CHAIN PLANTS UPDATES-NEW		        154
 6.7   SUB-TIER SUPPLY-CHAIN PLANT CLOSURES		        155
 6.8   SUB-TIER SUPPLY-CHAIN PRICING TRENDS		        156
 6.8.1 SUB-TIER SUPPLY-CHAIN  - POLYSILICON PRICING		157
 6.9   SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT	        158
 6.9.1 SUB-TIER SUPPLY-CHAIN - ANALYST ASSESSMENT		159
7 SUPPLIER PROFILES 160
AYMONT
CENGOL
CHONGQING AST
ESWIN
FERROTEC
GLOBALWAFERS
GRITEK
GT ADVANCED TECH
MCL
ZHEJIANG JRH
II-VI
OKMETIC
SHIN-ETSU HANDOTAI
SICRYSTAL
SILTRONIC
CREE/WOLFSPEED
SK SILTRON
SUMCO
TAINERGY
TANKEBLUE
WAFER WORKS
ZHONGHUAN
ZINGSEMI
LIST OF FIGURES
Figure 1: Silicon Wafer Shipments and Revenues			11
Figure 2: Combined Revenues of SEH, Sumco, 
          SAS-GlobalWafers, Siltronic	                        13
Figure 3: Silicon Wafer Area Shipments			        16
Figure 4: Total Silicon Wafer Market Revenues			17
Figure 5: Global Economy and the Electronics 
          Supply Chain (2020)                                   32
Figure 6: Worldwide Semiconductor Sales 			33
Figure 7: Worldwide Semiconductor Sales 
         (TSMC, UMC, VIS, ASE, ChipMOS, KYEC) 	                34
Figure 8: Semiconductor Revenues 2021			        35
Figure 9: Semiconductor Wafer Area Shipments			36
Figure 10: Semiconductor Chip Application			37
Figure11: Mobile Phone Shipments WW Estimates 			38
Figure 12: PC Notebook Shipments			        39
Figure 13: U.S. Automotive Sales				40
Figure 14:  Monthly Automotive Sales Trends			41
Figure 15: Global EV Trends				        42
Figure 16: Semiconductor Spend per Vehicle Type		        43
Figure 17: Semiconductor Content by Automotive Application      44
Figure 18: Amazon Server Farm				        45
Figure 19: Semiconductor Wafer Area Shipments			48
Figure 20: 3-month Average Semiconductor Equipment Billings	49
Figure 21: Capital Spending Trends by Technology Node		50
Figure 22: Overview of Logic Roadmap Trends			51
Figure 23: China IC Market and Production Trends		54
Figure 24: 300mm Wafer Starts				        63
Figure 25: Wafer Starts				                64
Figure 26: Global Semiconductor Materials Outlook		65
Figure 27: WW Quarterly Silicon Area Wafer Shipments		71
Figure 28: Quarterly Wafer Shipments for 200mm & 300mm		72
Figure 29: Potential Impact of China Suppliers on 
            200 mm Wafer Capacity	                        86
Figure 30: 300 mm Wafer Supply/Demand Forecast		        87
Figure 31: SOI Wafer Applications				92
Figure 32: SiC Wafers in Production			        93
Figure 33: Est. 2020 Revenues = US12.3B			        94
Figure 34: Global Silicon Wafer Revenues			103
Figure 35: ASP Trends and Silicon Revenues			104
Figure 36: Silicon Wafer Shipment Forecast by Diameter,
           <150nm to 300nm	                                105
Figure 37: Wafer Shipments Forecast through 4Q2020 by Diameter  106
Figure 38: 300 mm Wafer Supply/Demand Forecast (Previously shown 
           in section 4.3 – provided here for completeness.)	108
Figure 39: 200 mm Wafer Supply/Demand Forecast (Previously shown 
           in section 4.3 – provided here for completeness.)	109
Figure 40: EPI Wafer Area Shipment Forecast			111
Figure 41: 300 mm Epi Wafer Supply/Demand (Previously provided 
           in section 4.3. Provided here for completeness)	112
Figure 42: SOI Wafer Revenue Forecast			        113
Figure 43: SOI Wafer Revenues by Diameter			114
Figure 44: 2020 Wafer Supplier Market Share			115
Figure 45: Top 5 Wafer Makers’ Quarterly Wafer Sales(2020-2021) 117
Figure 46: Summary of SEH’s FY Ending March 31, 2021  Results	118
Figure 47: GlobalWafers Quarterly Sales			        119
Figure 48: Siltronic’s 1Q Summary			        120
Figure 49: Sumco’s 1Q2021 Summary			        121
Figure 50: Soitec 4QFY2021 Sales (1QCY2021)			122
Figure 51: 2020 Wafer Supplier Market Share			123
Figure 52: Worldwide Silicon ASP Trends			        133
Figure 53: Aggregated Wafer Pricing Trends by Diameter		135
Figure 54: Polysilicon Demand				        144
Figure 55: Polysilicon Market Share			        145
Figure 56: Price Trend in Solar Polysilicon			157
LIST OF TABLES
Table 1: Wafer Market Growth Overview			        10
Table 2: Global GDP and Semiconductor Revenues*		        30
Table 3: IMF World Economic Outlook* 			        31
Table 4: Data Center Systems and Communication 
         Services Forecast 2021	                                46
Table 5: Device Maker Investment Activity			52
Table 6: US Chips Act Provisions				59
Table 7: Overview 2021 Wafer Supplier Investment Activity	76
Table 8: Status of Wafer Supplier Investment/Capacity Plans	77
Table 9: Wafer Supplier Manufacturing Locations 		79
Table 10: Estimated 300 mm Prime Wafer Production 
          Capacity Share	                                80
Table 11: Estimated China Supplier Capacity Share		81
Table 12: China Wafer Supplier 300 mm Status			82
Table 13: China Wafer Supplier 200 mm Status			84
Table 14: Estimated 200 mm Wafer Capacity China Suppliers	85
Table 15: Wafer Technology Trends			        90
Table 16: General Trends and Issues			        91
Table 17: Regional Wafer Markets			        96
Table 18: Total Wafer Shipment Growth Rates by Diameter	        107
Table 19: Epitaxial Wafer Shipment Growth Rates by Diameter	110
Table 20: 1Q2022 Quarterly Wafer Supplier Sales			116
Table 21: Semiconductor –Grade Polysilicon Suppliers		146

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