Electronic Wet Chemicals & Specialty Cleans Market Report CMR – NEW

$8,900.00

• Covers the wet chemicals market and supply-chain issues for such used in semiconductor device fabrication.
• 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 electronics supply-chain managers, process integration and R&D directors, as well as business and financial analysts.
• Covers information about key semiconductor wet chemical suppliers, issues/trends in the wet chemicals material supply chain, estimates on supplier market share, and forecast for the wet chemicals material segments.

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Description

Market Research & Supply-Chain Analysis Report on Electronic Wet Chemicals & Specialty Cleaning Chemicals used for Semiconductor Device manufacturing

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

1 EXECUTIVE SUMMARY  12
1.1 PROCESS CHEMICALS– MARKET OVERVIEW                                       13 ​
1.2 2022 CHEMICAL CMR REPORT CHANGES                                         14​
1.3 MARKET TRENDS IMPACTING MATERIALS PROCESS ​CHEMICAL OUTLOOK               15​
1.4 YEAR 2021 IN REVIEW                                                      16 ​
1.5 SEGMENT 5-YEAR REVENUE FORECAST                                          17 ​
1.6 BULK SEGMENT VOLUME  TRENDS                                              18​
1.7  TECHNOLOGY TRENDS                                                       19​
1.8  COMPETITIVE LANDSCAPE                                                   20​
1.9  EHS ISSUES/CONCERNS                                                     21​
1.10 PROCESS CHEMICALS MARKET ASSESSMENT                                     22
2 SCOPE, PURPOSE AND METHODOLOGY  26
2.1 SCOPE                                                                    27​
2.2 PURPOSE                                                                  28​
2.3 METHODOLOGY                                                              29​
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS                                   30
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 31
3.1 WORLDWIDE ECONOMY                                                        32​
3.1.1  SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY                   34​
3.1.2 SEMICONDUCTOR SALES GROWTH                                             35​
3.1.3 TAIWAN MONTHLY SALES TRENDS                                            36​
3.2 ELECTRONIC GOODS MARKET                                                  37​
3.2.1 SMARTPHONES                                                            38​
3.2.2 PC UNIT SHIPMENTS                                                      39​
3.2.1.1 ELECTRIC VEHICLE (EV) MARKET TRENDS                                  40​
3.2.1.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS                          41​
3.2.2  SERVERS / IT MARKET                                                   42​
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION                             43​
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY                                     44​
3.3.2 WW FAB EXPANSION DRIVING GROWTH                                        45​
3.3.3 EQUIPMENT SPENDING TRENDS                                              46​
3.3.4 TECHNOLOGY ROADMAPS                                                    47​
3.3.5 FAB INVESTMENT ASSESSMENT                                              48​
3.4 POLICY & TRADE TRENDS AND IMPACT                                         49​
3.4.1 POLICY AND TRADE ISSUES                                                50​
3.5 SEMICONDUCTOR MATERIALS OUTLOOK                                          51​
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?              52​
3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD                    53​
3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026                             54​
3.5.4  TECHCET WAFER START FORECAST                                          55​
3.5.3 TECHCET’S MATERIALS FORECAST                                           56​
4 WET CHEMICAL MARKET TRENDS  57
4.1 MARKET TRENDS                                                            58​
4.1.1 MARKET TRENDS- ISSUES                                                  59​
4.1.2 WET CHEMICALS MARKET SEGMENT TRENDS                                    60​
4.1.3 REVENUE PCMP CLEANS  5-YEAR FORECAST                                   61​
4.1.4 KEY POINTS - CHEMICAL MARKET ASSESSMENT / ANALYSIS                     62​
4.2 TECHNICAL TRENDS                                                         63​
4.2.1 SUPPLIER INVESTMENTS                                                   64​
4.2.1.1 EXPANSION US                                                         65​
4.2.1.2 US CAPACITY SHORT FALL-EXERT FROM                                    66​
4.2.2 SUPPLIER INVESTMENTS- TAIWAN                                           67​
4.2.3 SUPPLIER INVESTMENTS- KOREA                                            68​
4.2.4 SUPPLIER ACTIVITY CHINA                                                69​
4.2.5 SUPPLIER INVESTMENTS- JAPAN                                            70​
4.2.6 CHEMICAL DEMAND GROWTH IN EUROPE                                       71​
4.2.7  SUMMARY OF REGIONAL INVESTMENTS & LOCALIZATION TRENDS                 72​
​4.3 TECHNICAL TRENDS                                                         73​
4.3.1 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS                   74​
4.3.2 TECHNOLOGY CHALLENGE                                                   75​
4.3.3 DEVICE ARCHITECTURE ROADMAP REVEAL CLEANING CHALLENGES – ​LOGIC (IMEC)  76​
4.3.3.1 CMOS CLEANING CHALLENGES(IMEC)                                       77​
4.3.4 LESSON BEYOND - <10NM                                                  78​
4.4 EHS, LOGISTICS, AND ENERGY ISSUES                                        79​
4.4.1 OVERVIEW OF EHS, LOGISTIC, AND ENERGY ISSUES                           80​
4.4.2 LOGISTICS ISSUES                                                       81​
4.4.2.1  US LOGISTIC ISSUE PARTICULARLY CHALLENGING FOR IMPORTED CHEMICALS   82​
4.4.2.2 PORT OF LOS ANGELES (POLA) OPERATIONS                                83​
4.4.2.3 VOLUMES OF FREIGHT CONTAINERS                                        84​
4.4.2.4  OCEAN FREIGHT COSTS                                                 85​
4.4.2.5  US FREIGHT ISSUES AND RATES                                         86​
4.4.3 ENERGY COSTS                                                           87​
4.4.3.1 ENERGY COST                                                          88​
4.4.3.2 OIL PRICE FORECAST                                                   89​
4.4.3.3 EU ELECTRICITY COST                                                  90​
5 BULK CHEMICALS MARKETS & FORECASTS  91
5.1 TOTAL CHEMICAL FIVE YEAR FORECAST BY REVENUE                             92​
5.1.2 BULK CHEMICAL FIVE YEAR FORECAST BY VOLUME                             93​
5.1.3 COMMERCIAL CHEMICAL APPLICATIONS AND END MARKETS                       94​
5.1.4 TECHCET ANALYST ASSESSMENT- BULK CHEMICALS                             95​
5.1.5 SUPPLY-CHAIN TRENDS AND HAPPENINGS HIGHLIGHTS                          96​
5.2 SULFURIC ACID H2SO4                                                      97​
5.2.1 H2SO4 ELECTRONIC GRADE 5-YEAR REVENUE FORECAST                         98​
5.2.2 SULFURIC ACID REVENUES                                                 99​
5.2.3 MAJOR SUPPLIERS OR DISTRIBUTORS OF H2SO4                               100​
5.2.3 SULFURIC ACID SUPPLIERS                                                101​
5.2.4  H2SO4 SUB-TIER SUPPLY-CHAIN - BY REGION                               102​
5.2.5  COMMERCIAL H2SO4 PRICES                                               103​
5.3 HYDROGEN PEROXIDE H2O2                                                   104​
5.3.1 HYDROGEN PEROXIDE 5-YEAR FORECAST                                      105​
5.3.2 H2O2 REVENUE FORECAST                                                  106​
5.3.3 SUPPLIERS                                                              107​
5.3.4  H2O2 REGIONAL TRENDS                                                  108​
5.3.4.1 COMMERCIAL H2O2- REGIONAL TRENDS                                     109​
5.3.5 COMMERCIAL H2O2 PRICE TRENDS                                           110​
5.3.6 H2O2 SUPPLY DYNAMICS                                                   111​
5.4 PHOSPHORIC ACID H3PO4                                                    112​
5.4.1  H3PO4 5-YEAR VOLUME FORECAST                                          113​
5.4.2 PHOSPHORIC ACID REVENUE                                                114​
5.4.3  H3PO4  MAJOR SUPPLIERS /PRODUCERS                                     115​
5.4.4  COMMERCIAL GRADE H3PO4  - PRICE                                       116​
5.4.5 PRICING TRENDS                                                         117​
5.4.6  MARKET DYNAMICS: COMMERCIAL GRADE VS. SEMI GRADE                      118​
5.4.6.1 COMMERCIAL MARKET VIEWS                                              119​
5.4.7 H3PO4  MARKET DYNAMICS                                                 120​
5.5 HYDROFLUORIC ACID HF / BOE (BUFFERED OXIDE ETCH)                         121​
5.5.1 HF VOLUME FORECAST                                                     122​
5.5.2 HF REVENUE FORECAST                                                    123​
5.5.3 MAJOR SUPPLIERS OF DISTRIBUTORS OF HF                                  124​
5.5.3 MAJOR SUPPLIERS ARE DISTRIBUTORS OF HF                                 125​
5.5.4 HF REGIONAL TRENDS                                                     126​
5.5.5 FLUORSPAR SPOT PRICE                                                   128​
5.5.6 HF SUPPLY-CHAIN DYNAMICS                                               129​
5.6 NITRIC ACID HNO3                                                         130​
5.6.1  HNO3                                                                  131​
5.6.2 HNO3 5-YEAR VOLUME FORECAST                                            132​
5.6.3 HNO3 REVENUE                                                           133​
5.6.5 NITRIC ACID SUPPLIERS                                                  134​
5.6.6 NITRIC ACID PRICING                                                    135​
5.6.7 AMMONIA FEEDSTOCK                                                      136​
5.7 ISOPROPANOL IPA                                                          137​
5.7.1  ELECTRONIC IPA 5-YEAR VOLUME FORECAST                                 138​
5.7.2 IPA REVENUE FORECAST                                                   139​
5.7.3 IPA SUPPLIERS                                                          140​
5.7.3.1 US IPA CAPABILITY                                                    141​
5.7.4  IPA PRICE TRENDS                                                      142​
5.7.5 IPA REGIONAL TRENDS                                                    143​
5.7.6 SEMICONDUCTOR IPA APPLICATIONS AND TRENDS                              144​
5.7.7  FEEDSTOCK FOR IPA: ACETONE STATUS BY REGION                           145​
5.8 HCL                                                                      146​
5.8.1 HCL VOLUME FORECAST                                                    147​
5.8.2 HCL REVENUE                                                            148​
5.8.3 HCL SUPPLIERS                                                          149​
5.8.4 HCL SUPPLY-CHAIN DYNAMICS                                              150​
5.9 NH4OH                                                                    151​
5.9.1 NH4OH VOLUME FORECAST                                                  152​
5.9.2 NH4OH REVENUE FORECAST                                                 153​
5.9.3 NH4OH SUPPLIERS                                                        154​
5.9.4 COMMERCIAL AMMONIUM FRED INDEX                                         155​
5.10 COMPETITIVE LANDSCAPE                                                   156​
5.10.1 BULK CHEMICAL SUPPLIER RANKING                                        157​
5.10.2 ESTIMATED SUPPLIER RANKING BY REGION                                  158​
5.11 BULK WET CHEMICALS ASSESSMENT                                           159​
5.11.1  WET CHEMICAL MARKET ASSESSMENT / ANALYSIS                            160​
6 FORMULATED CLEANS  161
6.1  PERRS OVERVIEW – WHAT DO THEY CONSIST OF                                162​
6.1.1  AL PERR RELATIVE VOLUME GROWTH BY DEVICE                              163​
6.1.1.1 AL PERR REVENUE                                                      164
6.1.2  CU PERR RELATIVE VOLUME GROWTH BY DEVICE                              165​
6.1.2.1 CU PERR REVENUE                                                      166​
6.1.3  PERR MARKET SHARE                                                     167​
6.1.4  PERR TRENDS - LEGACY VS. LEADING EDGE                                 168​
6.1.4.1  PERR TRENDS - CLEANING COMPLEXITY                                   169​
6.1.5 PERR CHEMISTRY ADDITIVES EXAMPLE                                       170​
6.1.6 PERR MARKET DRIVERS                                                    171​
6.1.7 METAL CLEANS GROWTH DRIVERS                                            172​
6.1.8 PERR MARKET ASSESSMENT                                                 173​
6.2 POST CMP CLEANS PCMP                                                     174​
6.2.1  PCMP CLEANING                                                         175​
6.2.2 PCMP CLEANS  BY TYPE                                                   176​
6.2.3 POST CMP CLEANS BY DEVICE                                              177​
6.2.4 PCMP REVENUE FORECAST                                                  178​
6.2.5  PCMP CLEAN MARKET SHARE                                               179​
6.2.6  PCMP CLEAN MARKET DYNAMICS                                            180​
6.2.7 GROWTH DRIVERS OF CMP CLEANS                                           181​
6.2.8  PCMP CLEANING TRENDS & CHALLENGES                                     182​
6.2.8.1 PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY                    183 ​
6.2.9  PCMP FUTURE PAST AND PRESENT - MATURE, INNOVATE AND ​EXPAND PCMP       184​
6.2.10 TECHCET ASSESSMENT OF PCMP CLEANING MARKET                            185​
7 SUPPLIER PROFILES 186
ATOTECH​
AUECC ​
AVANTOR​
BASF​
CHANG CHUN PETROCHEMICAL​
CHEMTRADE​
DFD CHINA (DO-FLUORIDE NEW MATERIALS CO.)​
DUPONT​
EASTMAN​
FUJIFILM​
...and many more
​8 APPENDIX 369
LIST OF FIGURES
FIGURE 1: TOTAL CHEMICAL REVENUES                                            13​
FIGURE 2: CHEMICAL REVENUES BY TYPE                                          17​
FIGURE 3: BULKS CHEMICAL VOLUMES                                             18​
FIGURE 4: GLOBAL ECONOMY AND THE ELECTRONICS ​SUPPLY CHAIN  (2021)            34​
FIGURE 5: WORLDWIDE SEMICONDUCTOR SALES                                      35​
FIGURE 6: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*                     36​
FIGURE 7: 2021 CHIP REVENUE                                                  37​
FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES                                38​
FIGURE 9: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3                         39​
FIGURE 10: GLOBAL EV TRENDS                                                  40​
FIGURE 11: SEMICONDUCTOR SPEND PER VEHICLE TYPE                              41​
FIGURE 12: TSMC CONSTRUCTION SITE IN ARIZONA.                                43​
FIGURE 13: CHIP EXPANSIONS 2021-2026 > US$460 B                              44​
FIGURE 14: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD             45​
FIGURE 15: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS                  46​
FIGURE 16: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP                             47​
FIGURE 17: EUROPE CHIP EXPANSION UPSIDE                                      52​
FIGURE 18:  TECHCET WAFER START FORECAST BY NODE                             54​
FIGURE 19:  TECHCET WAFER START FORECAST BY LOGIC NODE                       55​
FIGURE 20:  GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK                           56​
FIGURE 21: Cu PERR REVENUE GROWTH                                            58​
FIGURE 22: 2021 BULK CHEMICAL MARKET SEGMENT TRENDS                          60​
FIGURE 23: 2026 BULK CHEMICAL MARKET SEGMENT TRENDS                          60​
FIGURE 24: PCMP CLEANS AND FORECAST                                          61​
FIGURE 25: INCREASE IN CLEANING STEPS                                        74​
FIGURE 26: COMPLEXITY OF DEVICE STRUCTURE AND MATERIALS ​LEAD TO 
           CLEANING COMPLEXITY                                               75​
FIGURE 27: LOGIC DEVICE ARCHITECTURE ROADMAP                                 76​
FIGURE 28: POLA CONTAINER VOLUMES                                            84​
FIGURE 29: CHINA TO EUROPE FREIGHT PRICES                                    85​
FIGURE 30: CHINA TO US FREIGHT PRICES                                        85​
FIGURE 31: EUROPE ELECTRICITY PRICE TRENDS                                   90​
FIGURE 32: TOTAL CHEMICAL REVENUE FORECAST                                   92​
FIGURE 33: BULK CHEMICAL VOLUME FORECAST                                     93​
FIGURE 34: H2SO4 VOLUME FORECAST                                             98​
FIGURE 35: H2SO4 REVENUE FORECAST                                            99​
FIGURE 36: H2SO4 PRICE INDEX                                                 103​
​FIGURE 37: H2O2 VOLUME FORECAST                                              105​
FIGURE 38: H2O2 REVENUE FORECAST                                             106​
FIGURE 39: H2O2 PRICE TRENDS                                                 110​
FIGURE 40: H3PO4 VOLUME FORECAST                                             113​
FIGURE 41: H3PO4 REVENUE FORECAST                                            114​
FIGURE 42: COMMERCIAL H3PO4  PRICE                                           116​
FIGURE 43: HF VOLUME FORECAST                                                122​
FIGURE 44: HF REVENUE FORECAST                                               123​
FIGURE 45: HNO3 VOLUME FORECAST                                              132​
FIGURE 46: HNO3 REVENUE FORECAST                                             133​
FIGURE 47: IPA VOLUME FORECAST                                               138​
FIGURE 48: IPA REVENUE FORECAST                                              139​
FIGURE 49: IPA PRICE VOLATILITY                                              142​
FIGURE 50: IPA VOLUME FORECAST                                               147​
FIGURE 51: HCL REVENUE FORECAST                                              148​
FIGURE 52: NH4OH REVENUE FORECAST                                            152​
FIGURE 53: NH4OH REVENUE FORECAST                                            153​
​FIGURE 54: COMMERCIAL AMMONIA FEEDSTOCK PRICE INDEX                          155​
FIGURE 55: AL PERR VOLUME GROWTH                                             163​
FIGURE 56: AL PERR REVENUE GROWTH                                            164​
FIGURE 57: CU PERR VOLUME GROWTH                                             165​
FIGURE 58: CU PERE REVEN GROWTH                                              166​
FIGURE 59: 2021 PERR MARKET SHARE                                            167​
FIGURE 60: COMPLEXITY OF CLEANS                                              169​
FIGURE 61: PCMP CHEMISTRY IN ACTION                                          174​
FIGURE 62: RELATIVE NUMBER OF PCMP CLEANS FORECAST                           176​
FIGURE 63: RELATIVE NUMBER OF PCMP CLEANS FORECAST BY DEVICE TYPE            177​
FIGURE 64: PCMP REVENUE FORECAST                                             178​
FIGURE 65: 2021 PCMP CLEAN MARKET SHARE                                      179​
FIGURE 66: LOGIC PCMP CLEANS                                                 181​
FIGURE 67 :TSMC CIRCULAR ECONOMY ON SULFURIC ACID                            370​
FIGURE 68: H2SO4 GENERIC PLANT DESIGN                                        373​
FIGURE 69: IPA PRODUCTION                                                    375​
FIGURE 70: HF GENERIC PLANT DESIGN                                           378​
FIGURE 71: ALF PRODUCTION COST                                               380​
LIST OF TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*                              32​
TABLE 2: IMF ECONOMIC OUTLOOK*                                               33​
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES ​FORECAST 2021        42​
TABLE 4: CURRENT MARKET ISSUES FOR KEY CHEMICALS                             59​
TABLE 5: US CAPACITY SHORTFALLS EXPECTED                                     66​
TABLE 6: WET CHEMICAL DEMAND GROWTH IN THE EUROPE 2027/2021                  71​
TABLE 7: OIL AND NATURAL GAS PRICE TRENDS                                    88​
TABLE 8: OIL PRICE FORECAST FOR 2022, 2023, 2024, 2025 AND 2026              89​
TABLE 9: KEY BULK CHEMICAL APPLICATIONS AND END MARKETS                      94​
TABLE 10: H2SO4 SUPPLIERS                                                    100​
TABLE 11: H2SO4 SUPPLIERS, ASIA                                              101​
TABLE 12: KEY H2O2 SUPPLIERS                                                 107​
TABLE 13: ANNUAL PRODUCTION OF COMMERCIAL PHOSPHORIC ACID                    118​
TABLE 14: HF SUPPLIERS                                                       124​
TABLE 15: HF SUPPLIERS, ASIA                                                 125​
TABLE 16: IPA SUPPLIERS                                                      140​
TABLE 17: IPA PRICE VOLATILITY                                               141​
TABLE 18:  WAFER DRYING TECHNOLOGY                                           144​
TABLE 19: NH4OH SUPPLIERS                                                    154​
TABLE 20- 2021 SUPPLIER RANKING – OVERVIEW                                   157​
TABLE 21: 2021 REGIONAL BULK CHEMICAL RANKING                                158​
TABLE 22: PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY                  183​

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