Description
This report covers the silicon wafer market and supply-chain for those wafers used in semiconductor device fabrication. The report contains data and analysis from TECHCET’s data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. SOI is also covered as it is a growing portion of the overall supply-chain of semiconductor device substrates. SiC wafers is also included for an in-depth look at silicon carbide wafers and SiC manufacturing, we recommend the reader obtain TECHCET’s Report on Silicon Carbide Wafers and Manufacturing Challenges. This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.
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 10 1.1 WAFER BUSINESS – MARKET OVERVIEW 11 1.2 MARKET TRENDS IMPACTING 2023 OUTLOOK 12 1.3 WAFER BUSINESS – MARKET OVERVIEW 13 1.4 FIRST QUARTER 2023 FINANCIALS OF TOP 5 14 1.5 WAFER SEGMENT TRENDS 15 1.6 SILICON WAFER 5-YEAR FORECAST BY REVENUES 16 1.7 TECHNOLOGY TRENDS 17 1.8 COMPETITIVE LANDSCAPE 18 1.9 EHS ISSUES/CONCERNS 19 1.10 ANALYST ASSESSMENT 20 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 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 28 3.1 WORLDWIDE ECONOMY 29 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 31 3.1.2 SEMICONDUCTOR SALES GROWTH 32 3.1.3 TAIWAN MONTHLY SALES TRENDS 33 3.1.4 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 - SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED 34 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 35 3.2.1 SMARTPHONES 36 3.2.2 PC UNIT SHIPMENTS 37 3.2.3 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 44 3.3.3 EQUIPMENT SPENDING TRENDS 45 3.3.4 TECHNOLOGY ROADMAPS 46 3.3.5 FAB INVESTMENT ASSESSMENT 47 3.4 POLICY & TRADE TRENDS AND IMPACT 48 3.5 SEMICONDUCTOR MATERIALS OVERVIEW 49 3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTIONSCHEDULES? 50 3.5.2 LOGISTICS ISSUES EASED DOWN 51 3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2027 52 3.5.4 TECHCET’S MATERIAL FORECAST 53 4 WAFERS MARKET TRENDS 54 4.1 MARKET TRENDS – OUTLINE 55 4.1.1 2022 WAFER MARKET LEADING INTO 2023 56 4.1.2 WAFER MARKET OUTLOOK 57 4.1.3 TRENDS - SILICON WAFER SHIPMENTS DECLINED IN 1Q2023 58 4.2 SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE 60 4.2.1 SILICON WAFER PRODUCTION CAPACITY 61 4.2.2 SILICON WAFER PRODUCTION CAPACITY – EXPANSIONS 62 4.2.3 INVESTMENT ANNOUNCEMENTS- OVERVIEW 63 4.2.4 INVESTMENT ACTIVITY COMMENTS 65 4.2.5 SILICON WAFER PRODUCTION CAPACITY – REGIONAL 66 4.2.6 SILICON WAFER PRODUCTION CAPACITY – 300 MM CAPACITY FOR SUPPLIERS 67 4.2.7 SILICON WAFER PRODUCTION CAPACITY – CHINA 68 4.2.8 SUPPLY VS. DEMAND OF 200 MM AND CHINA’S IMPACT 73 4.2.9 SUPPLY VS. DEMAND OF 300 MM 74 4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS - OUTLINE 75 4.3.1 GENERAL WAFER TECHNOLOGY OVERVIEW 76 4.3.2 SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS 77 4.3.3 SIC WAFERS 78 4.4 REGIONAL TRENDS 81 4.4.1 REGIONAL TRENDS AND DRIVERS 82 4.5 EHS AND LOGISTIC ISSUES 84 4.5.1 EHS ISSUES 85 5 SUPPLIER MARKET LANDSCAPE 86 5.1 MARKET STATISTICS & FORECASTS - OUTLINE 87 5.1.1 WAFER MARKET REVENUES ESTIMATE AND FORECAST, SILICON AND SOI 88 5.1.2 SILICON WAFER REVENUES ASP TRENDS 89 5.1.3 SILICON WAFER FORECASTS – WAFER SHIPMENT 5-YEAR FORECAST BY DIAMETER 90 5.1.4 SILICON WAFER FORECASTS – QUARTERLY WAFER SHIPMENT FORECAST THROUGH 4Q2023 BY DIAMETER 91 5.1.5 SUPPLY VS. DEMAND BALANCE – 300 MM 93 5.1.6 SUPPLY VS. DEMAND BALANCE – 200 MM 94 5.1.7 EPITAXIAL SILICON WAFERS FORECASTS - ANNUAL SILICON EPI WAFER SHIPMENT FORECAST SUMMARY 95 5.1.8 SOI WAFERS – 5 YEAR REVENUE FORECAST 98 5.1.9 SILICON WAFER MARKET SHARE 99 5.1.10 FIRST QUARTER 2023 - SUPPLIERS’ ACTIVITY & REPORTED REVENUES 100 5.2 M&A ACTIVITY AND PARTNERSHIPS 108 5.2.2 SIC INVESTMENTS & PARTNERSHIPS – SIC 109 5.3 PLANT CLOSURES 110 5.4 NEW ENTRANTS 111 5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS 112 5.6 PRICING TRENDS 113 5.6.1 WAFER PRICING TRENDS 114 5.6.2 WAFER PRICING TREND GRAPH 115 5.7 TECHCET ANALYST ASSESSMENT 116 5.7.1 ASSESSMENT OF WAFER SUPPLIERS 117 6 SUB TIER SUPPLY-CHAIN, POLYSILICON 119 6.1 SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS 120 6.1.1 POLYSILICON MARKET BACKGROUND 121 6.1.2 POLYSILICON MARKET TRENDS 122 6.1.3 POLYSILICON SOLAR VS. SEMICONDUCTOR GRADE 123 6.1.4 SEMICONDUCTOR GRADE POLYSILICON DEMAND 124 6.1.5 SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE 125 6.1.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS 126 6.1.7 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIER NEWS` 127 6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 130 6.2.1 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 131 6.3 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 132 6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 133 6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 134 6.6 SUB-TIER SUPPLY-CHAIN PLANTS UPDATES 135 6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES 136 6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 137 6.8.1 SUB-TIER SUPPLY-CHAIN - POLYSILICON PRICING 138 6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 139 6.9.1 SUB-TIER SUPPLY-CHAIN - ANALYST ASSESSMENT 140 7 SUPPLIER PROFILES 141 CENGOL CETC CHONGQING AST CREE/WOLFSPEED ESWIN GLOBALWAFERS …and 15+ more 8 APPENDIX 217 LIST OF FIGURES FIGURE 1: SILICON WAFER AREA SHIPMENTS 13 FIGURE 2: COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON 14 FIGURE 3: TOTAL SILICON WAFER MARKET REVENUES 16 FIGURE 4: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE 18 FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022) 31 FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES 32 FIGURE 7: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRYINDEX (TTSI)* 33 FIGURE 8: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS 34 FIGURE 9: 2022 SEMICONDUCTOR CHIP APPLICATIONS 35 FIGURE 10: MOBILE PHONE SHIPMENTS WW ESTIMATES 36 FIGURE 11: WORLDWIDE PC AND TABLET FORECAST 37 FIGURE 12: ELECTRIFICATION TREND BY WORLD REGION 38 FIGURE 13: SEMICONDUCTOR AUTOMOTIVE PRODUCTION 39 FIGURE 14: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B 41 FIGURE 15: CHIP EXPANSIONS 2022-2027 US $366 B 42 FIGURE 16: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 44 FIGURE 17: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B) 45 FIGURE 18: OVERVIEW OF ADVANCED LOGIC DEVICETECHNOLOGY ROADMAP 46 FIGURE 19: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM) 47 FIGURE 20: EUROPE CHIP EXPANSION UPSIDE 50 FIGURE 21: PORT OF LA 51 FIGURE 22: TECHCET WAFER START FORECAST BY NODE SEGMENTS** 52 FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 53 FIGURE 24: WW QUARTERLY SILICON AREA WAFER SHIPMENTS 58 FIGURE 25: QUARTERLY WAFER SHIPMENTS FOR 200 MM & 300 MM 59 FIGURE 26: POTENTIAL IMPACT OF CHINA SUPPLIERS ON 200 MM WAFER CAPACITY 73 FIGURE 27: 300 MM WAFER SUPPLY/DEMAND FORECAST 74 FIGURE 28: SOI WAFER APPLICATIONS 77 FIGURE 29: SIC WAFERING 78 FIGURE 30: SILICON CARBIDE SEMI-INSULATING WAFER DEMAND 79 FIGURE 31: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE 80 FIGURE 32: GLOBAL SILICON WAFER REVENUES 88 FIGURE 33: AGGREGATED ASP TRENDS AND SILICON REVENUES (EXCLUDING SOI) 89 FIGURE 34: WAFER SHIPMENT FORECAST BY DIAMETER 90 FIGURE 35: WAFER SHIPMENTS FORECAST THROUGH 4Q2023 BY DIAMETER 91 FIGURE 36: 300 MM WAFER SUPPLY/DEMAND FORECAST (PREVIOUSLY SHOWN IN SECTION 4.3 – PROVIDED HERE FOR COMPLETENESS.) 93 FIGURE 37: 200 MM WAFER SUPPLY/DEMAND FORECAST 94 FIGURE 38: EPI WAFER AREA SHIPMENT FORECAST 96 FIGURE 39: 300 MM EPI WAFER SUPPLY/DEMAND (PREVIOUSLY PROVIDED IN SECTION 4.3. PROVIDED HERE FOR COMPLETENESS) 97 FIGURE 40: SOI WAFER REVENUE FORECAST 98 FIGURE 41: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE 99 FIGURE 42: TOP 5 WAFER MAKERS’ QUARTERLY WAFER SALES COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON 101 FIGURE 43: SEH’S ELECTRONIC MATERIAL SALES FY ENDING MARCH 31, 2022 102 FIGURE 44: SUMCO’S CY1Q2023 SUMMARY 103 FIGURE 45: GLOBALWAFERS QUARTERLY SALES TRENDS 104 FIGURE 46: SILTRONIC’S CY1Q2023 SUMMARY 105 FIGURE 47: SK SILTRON’S CY1Q2022 SUMMARY 106 FIGURE 48: SOITEC FYQ4 2023 SALES 107 FIGURE 49: WORLDWIDE SILICON ASP TRENDS (EXCLUDING SOI) 113 FIGURE 50: AGGREGATED WAFER PRICING TRENDS BY DIAMETER 115 FIGURE 51: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR 123 FIGURE 52: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS 124 FIGURE 53: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT) 128 FIGURE 54: PRICE TREND IN SOLAR POLYSILICON 138 LIST OF TABLES TABLE 1: WAFER MARKET GROWTH OVERVIEW 11 TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 29 TABLE 3: IMF ECONOMIC OUTLOOK* 30 TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022 40 TABLE 5: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS 63 TABLE 6: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS, CONTINUED 64 TABLE 7: WAFER SUPPLIER MANUFACTURING LOCATIONS 66 TABLE 8: ESTIMATED 300 MM PRIME WAFER PRODUCTIONCAPACITY SHARE 67 TABLE 9: ESTIMATED CHINA SUPPLIER CAPACITY SHARE 68 TABLE 10: CHINA WAFER SUPPLIER 300 MM STATUS 69 TABLE 11: CHINA WAFER SUPPLIER 300 MM STATUS, CONTINUED 70 TABLE 12: CHINA WAFER SUPPLIER 200 MM STATUS 71 TABLE 13: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS 72 TABLE 14: REGIONAL WAFER MARKETS 82 TABLE 15: REGIONAL WAFER MARKETS, CONTINUED 83 TABLE 16: TOTAL WAFER SHIPMENT GROWTH RATES BY DIAMETER 92 TABLE 17: EPITAXIAL WAFER SHIPMENT GROWTH RATES BY DIAMETER 95 TABLE 18: 1Q2023 QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY) 100 TABLE 19: ESTIMATED 2022 POLYSILICON SUPPLIER RANKING 125 TABLE 20: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS 126 TABLE 21: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS IN CHINA 127 TABLE 22: WAFER TECHNOLOGY TRENDS 218 TABLE 23: GENERAL TRENDS AND ISSUES 219
Reviews
There are no reviews yet.