Silicon Wafers Market Report CMR-NEW

$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 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

Market Research & Supply-Chain Analysis Report on Silicon Wafers used for Semiconductor Device Manufacturing

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

1 EXECUTIVE SUMMARY	10 
 1.1 WAFER BUSINESS – MARKET OVERVIEW 				11
 1.2  SILICON WAFER REVENUE TRENDS 				12
 1.3 MARKET TRENDS IMPACTING 2022 OUTLOOK 			13
 1.4 FIRST QUARTER 2022 FINANCIALS OF TOP 5 			14
 1.5  WAFER SEGMENT TRENDS 					15
 1.6  SILICON WAFER 5-YEAR FORECAST BY SEGMENT 			16
 1.7  SILICON WAFER 5-YEAR FORECAST BY REVENUES 		17
 1.8  TECHNOLOGY TRENDS 					18
 1.9  COMPETITIVE LANDSCAPE 					19
 1.10  EHS ISSUES/CONCERNS 					20
 1.11  ANALYST ASSESSMENT 					21

2 SCOPE, PURPOSE AND METHODOLOGY    24
 2.1 SCOPE 							25
 2.2 PURPOSE 							26
 2.3 METHODOLOGY 						27
 2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 			28

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 	29
 3.1 WORLDWIDE ECONOMY 						30
 3.1.1  SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 	32
 3.1.2 SEMICONDUCTOR SALES GROWTH				33
 3.1.3 TAIWAN MONTHLY SALES TRENDS				34
 3.2 ELECTRONIC GOODS MARKET 					35
 3.2.1 SMARTPHONES						36
 3.2.2 PC UNIT SHIPMENT 					37
 3.2.1.1 ELECTRIC VEHICLE (EV) MARKET TRENDS			38
 3.2.1.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS		39
 3.2.2  SERVERS / IT MARKET					40
 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 		41
 3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY			42
 3.3.2 WW FAB EXPANSION DRIVING GROWTH 				43
 3.3.3 EQUIPMENT SPENDING TRENDS				44
 3.3.4 TECHNOLOGY ROADMAPS					45
 3.3.5 FAB INVESTMENT ASSESSMENT				46
 3.4 POLICY & TRADE TRENDS AND IMPACT 				47
 3.4.1 POLICY AND TRADE ISSUES					48
 3.5 SEMICONDUCTOR MATERIALS OUTLOOK 				49
 3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP 
       PRODUCTION SCHEDULES?					50
 3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD	51
 3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026		52
 3.5.4  TECHCET WAFER START FORECAST				53
 3.5.5 TECHCET’S MATERIALS FORECAST				54

4 WAFERS MARKET TRENDS	55
 4.1 MARKET TRENDS 						56
 4.1.1 2021 WAFER MARKET LEADING INTO 2022			57
 4.1.2  WAFER MARKET OUTLOOK					58
 4.1.3 TRENDS - SILICON WAFER SHIPMENTS GROWING & SUPPLY 
       CONSTRAINTS INCREASING					59
 4.2 SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS 	61
 4.2.1 SILICON WAFER PRODUCTION CAPACITY 			62
 4.2.2 SILICON WAFER PRODUCTION CAPACITY – EXPANSIONS		63
 4.2.3 INVESTMENT ANNOUNCEMENTS- OVERVIEW			64
 4.2.3.1 INVESTMENT ACTIVITY COMMENTS				65
 4.2.3.2 INVESTMENT PLANS/PROJECT SUMMARY			66
 4.2.4 SILICON WAFER PRODUCTION CAPACITY – REGIONAL 		67
 4.2.5 SILICON WAFER PRODUCTION CAPACITY – 300 MM 
       CAPACITY FOR SUPPLIERS 					68
 4.2.6 SILICON WAFER PRODUCTION CAPACITY – CHINA		69
 4.2.6.1 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS		70
 4.2.6.2 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS		72
 4.2.6.3 CHINA IMPACT ON GLOBAL 200 MM SUPPLY			73
 4.2.7 SUPPLY VS. DEMAND OF 200 MM AND CHINA’S IMPACT		74
 4.2.8  SUPPLY VS. DEMAND OF 300 MM				75
 4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 	76
 4.3.1 GENERAL WAFER TECHNOLOGY OVERVIEW			77
 4.3.2  SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS	78
 4.3.3 SIC WAFERS						79
 4.3.3.1 SILICON CARBIDE WAFER SUPPLY AND DEMAND		80
 4.4 REGIONAL TRENDS 						81
 4.4.1 REGIONAL TRENDS AND DRIVERS				83
 4.5 EHS AND LOGISTIC ISSUES 					85
 4.5.1 EHS ISSUES						86
 4.5.2 LOGISTIC ISSUES						87

5 SUPPLIER MARKET LANDSCAPE 88
 5.1 MARKET STATISTICS & FORECASTS 				89
 5.1.1 WAFER MARKET REVENUES ESTIMATE AND FORECAST, 
       SILICON AND SOI						90
 5.1.2  SILICON WAFER REVENUES ASP TRENDS			91
 5.13  SILICON WAFER FORECASTS – WAFER SHIPMENT 5-YEAR 
       FORECAST BY DIAMETER					92
 5.1.4  SILICON WAFER FORECASTS – QUARTERLY WAFER SHIPMENT 
        FORECAST THROUGH 4Q2022 BY DIAMETER			93
 5.1.4.1  SILICON WAFER FORECASTS - WAFER BY DIAMETER 
          FORECAST SUMMARY					94
 5.1.5  SUPPLY VS. DEMAND BALANCE  – 300 MM			95
 5.1.6  SUPPLY VS. DEMAND BALANCE  – 200 MM			96
 5.1.7  EPITAXIAL SILICON WAFERS FORECASTS - ANNUAL 
        SILICON EPI WAFER SHIPMENT FORECAST SUMMARY		97
 5.1.7.1 EPITAXIAL SILICON WAFERS - 5-YEAR			98
 5.1.7.2  EPITAXIAL SILICON WAFERS FORECASTS – 300 MM 
          SUPPLY AND DEMAND BALANCE				99
 5.1.8  SOI WAFERS – 5 YEAR REVENUE FORECAST			100
 5.1.8.1 SOI WAFERS – REVENUES 2016-2021 BY DIAMETER		101
 5.1.9 SILICON WAFER MARKET SHARE				102
 5.1.10  FIRST QUARTER 2022  - SUPPLIERS’ ACTIVITY & 
         REPORTED REVENUES 					103
 5.1.10.1 FIRST QUARTER 2022 TOP 5 SUPPLIER ACTIVITY & 
          REPORTED REVENUES					104
 5.1.10.2 FIRST QUARTER 2022 ACTIVITY – SHE			105
 5.1.10.3 FIRST QUARTER 2022 ACTIVITY – GLOBALWAFERS		107
 5.1.10.4 FIRST QUARTER 2022 ACTIVITY – SILTRONIC		108
 5.1.10.5 FIRST QUARTER 2022 ACTIVITY – SK SILTRON		109
 5.1.10.6 FIRST QUARTER 2021 ACTIVITY – SOITEC			110
 5.2 M&A ACTIVITY AND PARTNERSHIPS 				111
 5.2.1 M&A ACTIVITY						112
 5.2.2  SIC INVESTMENTS & PARTNERSHIPS – SIC			114
 5.2.3 GAN ON SILICON						117
 5.3 PLANT CLOSURES - NONE 					118
 5.4 NEW ENTRANTS 						119
 5.5 SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK 
     OF DISCONTINUATIONS 					120
 5.6 PRICING TRENDS 						121
 5.6.1  WAFER PRICING TRENDS 					122
 5.6.2 WAFER PRICING TREND GRAPH				123
 5.7 TECHCET ANALYST ASSESSMENT 				124
 5.7.1  ASSESSMENT OF WAFER SUPPLIERS				125

6 SUB TIER SUPPLY-CHAIN, POLYSILICON 127
 6.1 SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS 			128
 6.1.1 POLYSILICON MARKET BACKGROUND				129
 6.1.2  POLYSILICON SOLAR VS. SEMICONDUCTOR GRADE 		131
 6.1.3 SEMICONDUCTOR GRADE POLYSILICON DEMAND			132
 6.1.4 SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE		133
 6.1.5  SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS		134
 6.1.5.1  SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS IN CHINA	135
 6.1.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIER NEWS		136
 6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 			138
 6.2.1  SUB-TIER SUPPLY-CHAIN: DISRUPTIONS			139
 6.2.2  SUB-TIER SUPPLY-CHAIN: DISRUPTIONS – REC SILICON	140
 6.3 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 			141
 6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 		142
 6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 			143
 6.6 SUB-TIER SUPPLY-CHAIN PLANTS UPDATES 			144
 6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES 			145
 6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 			146
 6.8.1  SUB-TIER SUPPLY-CHAIN  - POLYSILICON PRICING		147
 6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 		148
 6.9.1 SUB-TIER SUPPLY-CHAIN - ANALYST ASSESSMENT		149

7 SUPPLIER PROFILES 150
AYMONT
CENGOL
CETC
CHONGQING AST
ESWIN
FERROTEC
GLOBALWAFERS
GRITEK
GT ADVANCED TECH
MCL
…and many more

8 APPENDIX 222
LIST OF FIGURES
FIGURE 1: SILICON WAFER SHIPMENTS AND REVENUES			12
FIGURE 2: COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, 
          SILTRONIC, SK SILTRON					14
FIGURE 3: SILICON WAFER AREA SHIPMENTS				16
FIGURE 4: TOTAL SILICON WAFER MARKET REVENUES			17
FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY 
          CHAIN (2021)						32
FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES 			33
FIGURE 7: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*	34
FIGURE 8: SEMICONDUCTOR CHIP APPLICATIONS			35
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES 			36
FIGURE 10: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3		37
FIGURE 11: GLOBAL EV TRENDS					38
FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE			39
FIGURE 13: TSMC CONSTRUCTION SITE IN ARIZONA.			41
FIGURE 14: CHIP EXPANSIONS 2021-2026 > US$460 B			42
FIGURE 15: SEMICONDUCTOR CHIP MANUFACTURING REGIONS 
           OF THE WORLD						43
FIGURE 16: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT 
           BILLINGS						44
FIGURE 17: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP		45
FIGURE 18: EUROPE CHIP EXPANSION UPSIDE				50
FIGURE 19: TECHCET WAFER START FORECAST BY NODE			52
FIGURE 20: TECHCET WAFER START FORECAST BY NODE			53
FIGURE 21: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK		54
FIGURE 22: WW QUARTERLY SILICON AREA WAFER SHIPMENTS		55
FIGURE 23: QUARTERLY WAFER SHIPMENTS FOR 200 MM & 300 MM	56
FIGURE 24: POTENTIAL IMPACT OF CHINA SUPPLIERS ON 200 MM 
           WAFER CAPACITY					74
FIGURE 25: 300 MM WAFER SUPPLY/DEMAND FORECAST			75
FIGURE 26: SOI WAFER APPLICATIONS				78
FIGURE 27: SIC WAFERS IN PRODUCTION				79
FIGURE 28: SILICON CARBIDE WAFER DEMAND BY APPLICATION		28
FIGURE 29: WAFER REVENUES BY REGION 				81
FIGURE 30: GLOBAL SILICON WAFER REVENUES			90
FIGURE 31: ASP TRENDS AND SILICON REVENUES (EXCLUDING SOI)	91
FIGURE 32: SILICON WAFER SHIPMENT FORECAST BY DIAMETER,  
           <150NM TO 300NM					92
FIGURE 33: WAFER SHIPMENTS FORECAST THROUGH 4Q2022 BY DIAMETER 	93
FIGURE 34: 300 MM WAFER SUPPLY/DEMAND FORECAST (PREVIOUSLY SHOWN 
           IN SECTION 4.3 – PROVIDED HERE FOR COMPLETENESS.)	95
FIGURE 35: 200 MM WAFER SUPPLY/DEMAND FORECAST			96
FIGURE 36: EPI WAFER AREA SHIPMENT FORECAST			98
FIGURE 37: 300 MM EPI WAFER SUPPLY/DEMAND (PREVIOUSLY PROVIDED 
           IN SECTION 4.3. PROVIDED HERE FOR COMPLETENESS)	99
FIGURE 38: SOI WAFER REVENUE FORECAST				100
FIGURE 39: SOI WAFER REVENUES BY DIAMETER			101
FIGURE 40: 2021 WAFER SUPPLIER MARKET SHARE			102
FIGURE 41: TOP 5 WAFER MAKERS’ QUARTERLY WAFER SALES COMBINED 
           REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, 
           SILTRONIC, SK SILTRON				104
FIGURE 42: SEH’S ELECTRONIC MATERIAL SALES FY ENDING 
           MARCH 31, 2022  					105
FIGURE 43: SUMCO’S CY1Q2022 SUMMARY				106
FIGURE 44: GLOBALWAFERS QUARTERLY SALES				107
FIGURE 45: SILTRONIC’S CY1Q SUMMARY				108
FIGURE 46: SK SILTRON’S CY1Q2022 SUMMARY			109
FIGURE 47: SOITEC FY2022 SALES 					110
FIGURE 48: WORLDWIDE SILICON ASP TRENDS (EXCLUDING SOI)		121
FIGURE 49: AGGREGATED WAFER PRICING TRENDS BY DIAMETER		123
FIGURE 50: POLYSILICON DEMANDSEMICONDUCTOR VS. SOLAR 		131
FIGURE 51: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR 
           WAFERS 						132
FIGURE 52: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 
           1Q 2022 REPORT)					136
FIGURE 53: PRICE TREND IN SOLAR POLYSILICON			147

LIST OF TABLES
TABLE 1: WAFER MARKET GROWTH OVERVIEW				11
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*			30
TABLE 3: IMF ECONOMIC OUTLOOK* 					31
TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 
         FORECAST 2021						40
TABLE 5:  OVERVIEW OF ANNOUNCED 2022 WAFER SUPPLIER INVESTMENTS	64
TABLE 6:  INVESTMENT ACTIVITY BY LEADING WAFER SUPPLIERS 	66
TABLE 7: WAFER SUPPLIER MANUFACTURING LOCATIONS 		67
TABLE 8:  ESTIMATED 300 MM PRIME WAFER PRODUCTION 
          CAPACITY SHARE					68
TABLE 9:  ESTIMATED CHINA SUPPLIER CAPACITY SHARE		69
TABLE 10: CHINA WAFER SUPPLIER 300 MM STATUS			70
TABLE 11: CHINA WAFER SUPPLIER 200 MM STATUS			72
TABLE 12:  ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS	73
TABLE 13:  REGIONAL WAFER MARKETS				83
TABLE 14: TOTAL WAFER SHIPMENT GROWTH RATES BY DIAMETER		94
TABLE 15: EPITAXIAL WAFER SHIPMENT GROWTH RATES BY DIAMETER	97
TABLE 16: 1Q2022 QUARTERLY WAFER SUPPLIER SALES			103
TABLE 17: : POLYSILICON SUPPLIER RANKING			133
TABLE 18: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS		134
TABLE 19: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS IN CHINA	135
TABLE 20:  WAFER TECHNOLOGY TRENDS				152
TABLE 21: GENERAL TRENDS AND ISSUES				153

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