Wet Chemicals & Specialty Cleans-NEW

$8,599.00

• 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 supply-chain managers, process integration and R&D directors, as well as business 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  10
 1.1 STATUS & OUTLOOK                                         11
 1.2 WET CHEMICALS MARKET SEGMENT TRENDS                      12
 1.3 SUPPLY-CHAIN CONCERNS                                    13
 1.4 POST CMP PCMP CLEANING MARKET SEGMENT TRENDS             14
 1.5 POST CMP PCMP CLEANING MARKET SEGMENT TRENDS             15
 1.6 PERR AND PCMP TRENDS AND CONCERNS                        16
 1.7 5-YEAR FORECAST BY SEGMENT                               17
 1.8 TECHNOLOGY TRENDS                                        18
 1.9 COMPETITIVE LANDSCAPE                                    19
 1.9.1 PRICE OF OIL IS INCREASING OVER THE NEXT FIVE YEARS    20
 1.10 EHS ISSUES/CONCERNS                                     21
 1.11 TECHCET Wet Chems and Cleans Market Assessment          22
2 SCOPE, PURPOSE AND METHODOLOGY  23
 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 OUTLOOK	 29
 3.0 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK           30
 3.1 WORLDWIDE ECONOMY                                        31
 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY    33
 3.1.2 SEMICONDUCTOR SALES GROWTH                             34
 3.1.3 TAIWAN MONTHLY SALES TRENDS                            35
 3.1.4 SEMICONDUCTOR INDUSTRY OUTLOOK                         36
 3.1.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST 37
 3.2 ELECTRONIC GOODS MARKET                                  38
 3.2.1 SMARTPHONES                                            39
 3.2.2 PC UNIT SHIPMENTS                                      40
 3.2.3 AUTOMOTIVE SALES                                       41
 3.2.4 SERVERS / IT                                           46
 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION             48
 3.3.1 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST 49
 3.3.2 EQUIPMENT SPENDING TRENDS                              50
 3.3.3 OVERALL CHINA MARKET TRENDS                            55
 3.4 POLICY & TRADE TRENDS AND IMPACT                         57
 3.4.1 POLICY AND TRADE ISSUES                                58
 3.4.2 U.S. CHIPS ACT                                         60
 3.4.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY                   61
 3.5 SEMICONDUCTOR MATERIALS OUTLOOK                          62
 3.5.1 SEMICONDUCTOR – LEADING EDGE NODE GROWTH               63
 3.5.2 SEMICONDUCTOR – NONLEADING EDGE NODE GROWTH            64
 3.5.3 SEMICONDUCTOR PROCESS MATERIALS MARKET FORECAST        65
 3.5.4 TECHCET FORECAST METHODOLOGY                           66
4 WET CHEMICALS BUSINESS GROWTH OVERVIEW  67
 4.1 WET CHEMICALS & CLEANS OVERVIEW                          68
 4.1.1 SUPPLY-CHAIN TRENDS AND HAPPENINGS HIGHLIGHTS          69
 4.1.2 FORECAST OVERVIEW                                      70
 4.1.3 WET CHEMICALS                                          71
 4.1.4 REGIONAL INVESTMENTS & LOCALIZATION                    72
 4.1.5 CHEMICAL DEMAND MAY OUTSTRIP SUPPLY IN THE WEST        73
 4.1.6 CHEMICAL MODELING METHOLOGY                            74
 4.2 SULFURIC ACID H2SO4                                      75
 4.2.1 ELECTRONIC GRADE H2SO4 5-YEAR REVENUE FORECAST         76
 4.2.2 MAJOR SUPPLIERS OR DISTRIBUTORS OF H2SO4               77
 4.2.3 H2SO4 SUB-TIER SUPPLY-CHAIN - BY REGION                78
 4.2.4 COMMERCIAL H2SO4 PRICES                                80
 4.2.5 SUPPLY CHAIN- RECYCLE H2SO4                            81
 4.2.6 H2SO4 SUB-TIER SUPPLY FEEDSTOCK                        82
 4.3 HYDROGEN PEROXIDE H2O2                                   84
 4.3.1 H2O2                                                   85
 4.3.2 H2O2 5 YEAR FORECAST                                   86
 4.3.3 H2O2 DEMAND SUPPLIERS – DISTRIBUTORS                   87
 4.3.4 H2O2 BY REGION                                         88
 4.3.5 SUPPLY CHAIN- H2O2 SUPPLY-CHAIN DYNAMICS               89
 4.4 PHOSPHORIC ACID H3PO4                                    90
 4.4.1 H3PO4                                                  91
 4.4.2 H3PO4 5-YEAR REVENUE FORECAST                          92
 4.4.3 H3PO4 MAJOR SUPPLIERS /PRODUCERS                       93
 4.4.4 COMMERCIAL GRADE H3PO4 - PRICE                         94
 4.4.5 PRODUCTION OF COMMERCIAL GRADE VS. SEMI GRADE          95
 4.4.6 H3PO4 MARKET DYNAMICS                                  96
 4.4.7 SUPPLY CHAIN- CHALLENGE OF PRODUCING H3PO4 – PURITY    97
 4.5 HYDROFLUORIC ACID HF / BOE (BUFFERED OXIDE ETCH)         99
 4.5.1 HF / BOE MARKET                                        100
 4.5.2 HF BOE 5-YEAR REVENUE FORECAST                         102
 4.5.3 SUPPLY CHAIN- HF SUB-TIER - AHF PRODUCTION             103
 4.5.4 SUPPLY CHAIN- HF SUPPLY-CHAIN MARKET DYNAMICS          104
 4.5.5 HF SUB-TIER - FLUORSPAR SPOT PRICE                     105
 4.5.6 SUPPLY CHAIN- HF PRODUCTION                            106
 4.5.7 SUPPLY CHAIN- HF SUB-TIER FLUORSPAR COST COMPONENTS    107
 4.6 NITRIC ACID HNO3                                         108
 4.6.1 HNO3                                                   109
 4.6.2 HNO3 5-YEAR REVENUE FORECAST                           110
 4.6.3 HNO3 SUB-TIER - AMMONIA FEED STOCK                     111
 4.7 ISOPROPANOL IPA                                          112
 4.7.1 IPA – ISOPROPYL ALCOHOL                                113
 4.7.2 ELECTRONIC IPA 5-YEAR REVENUE FORECAST                 114
 4.7.3 IPA SUPPLIERS                                          115
 4.7.4 IPA MARKET CHANGES- REGIONS                            116
 4.7.5 IPA PRICE TRENDS                                       118
 4.7.6 US IPA CAPABILITY                                      119
 4.7.7 SEMICONDUCTOR IPA APPLICATIONS AND TRENDS              120
 4.7.8 SUB-TIER SUPPLY CHAIN DEPENDENCIES - IPA PRODUCTION    121
 4.7.9 ACETONE IN THE SUPPLY-CHAIN FOR IPA                    122
 4.7.10 ADDITIONS - ACETONE STATUS BY REGION                  123
 4.8 OTHER BASIC WET CHEMICALS                                124
 4.8.1 ADDITIONS - ACETONE US                                 125
 4.8.2 ADDITIONS - HCL FOR EUROPE AND US                      126
 4.9 BASIC WET CHEMICALS ASSESSMENT                           127
 4.9.1 WET CHEMICAL MARKET ASSESSMENT / ANALYSIS              128
 4.10 FORMULATED CLEANS                                       129
 4.10.1 POST ETCH RESIDUE REMOVERS (PERR) MARKET OVERVIEW     130
 4.10.2 PERRS OVERVIEW – WHAT DO THEY CONSIST OF              131
 4.10.3 PERR 5-YEAR REVENUE FORECAST                          132
 4.10.4 AL PERR RELATIVE VOLUME GROWTH BY TECHNOLOGY NODE     133
 4.10.5 CU PERR RELATIVE VOLUME GROWTH BY TECHNOLOGY NODE     134
 4.10.6 PERR MARKET SHARE                                     135
 4.10.7 PERR TRENDS - LEGACY VS. LEADING EDGE                 136
 4.10.8 PERR MARKET DRIVERS                                   137
 4.11 POST CMP CLEANS PCMP                                    139
 4.11.1 PCMP CLEANING                                         140
 4.11.2 REVENUE PCMP CLEANS 5-YEAR FORECAST                   141
 4.11.3 PCMP CLEANS FOR CU AND BARRIER RELATIVE 
        VOLUME GROWTH BY NODE                                 142
 4.11.4 PCMP CLEANS FOR W (TUNGSTEN) AND STI-OXIDE 
        RELATIVE VOLUME GROWTH BY NODE                        143
 4.11.5 PCMP CLEANS FOR HIKMG RELATIVE VOLUME GROWTH BY NODE  144
 4.11.6 PCMP CLEANS FOR OXIDE AND POLY RELATIVE VOLUME
        GROWTH BY NODE                                        145
 4.11.7 PCMP CLEAN MARKET SHARE                               146
 4.11.8 PCMP CLEANING TRENDS & CHALLENGES                     147
 4.11.9 GROWTH DRIVERS OF CMP CLEANS                          148
 4.11.10 PCMP CLEAN MARKET DYNAMICS                           149
 4.11.11 PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY    150
 4.11.12 PCMP FUTURE PAST AND PRESENT - 
         MATURE, INNOVATE AND EXPAND PCMP                     151
 4.11.13 TECHCET ASSESSMENT OF PCMP CLEANING MARKET           152
 4.12 DISTRIBUTION SYSTEMS FOR PERR AND PCMP                  153
5 MARKET DYNAMICS  154
 5.1 TECHNOLOGY TRENDS                                        155
 5.1.1 TECHNOLOGY CHALLENGE                                   156
 5.1.2 CHEMICALS MUST BE DESIGNED WITH MATERIALS 
       COMPATIBILITY IN MIND                                  157
 5.1.3 TECHNICAL TRENDS SUMMARY                               158
 5.2 COMPETITIVE LANDSCAPE                                    159
 5.2.1 PCMP CLEAN MARKET SHARE (ALSO IN SECTION 4.5.3 – 
       PROVIDED HERE FOR COMPLETENESS)                        160
 5.2.2 PERR MARKET SHARE (ALSO IN SECTION 4.5.3 – 
       PROVIDED HERE FOR COMPLETENESS)                        161
 5.2.3 BULK CHEMICAL SUPPLIER RANKING                         162
 5.2.4 REGIONAL BULK CHEMICAL RANKING                         163
 5.3 RISK FACTORS AND SUPPLY-CHAIN CHALLENGES 2021            164
 5.3.1 RISK FACTORS                                           165
 5.3.2 RISK FACTORS- REFINING                                 166
 5.3.3 RISK FACTORS- LOGISTICS 2021                           167
 5.3.4 SUPPLY CHAIN TRENDS BY REGION                          168
 5.4 M&A ACTIVITY                                             170
 5.4.1 M&A / JV - POSCO CHEMICAL AND OCI COMPANY              171
 5.5 NEW PLANTS OR PLANT CLOSURES                             172
 5.5.1 SUPPLIER ACTIVITIES- NEW                               173
 5.5.2 SUPPLIER NEWS ACTIVITIES                               174
 5.5.3 CLOSURES                                               175
6 WET CHEMICAL SUPPLIER PROFILES  176
 SACHEM
 PEROXYCHEM
 AVANTOR
 GRANDIT
 HUBEI SINOPHOROUS - (XINGFA)
 JIANGHUA MICROELECTRONICS
 MATERIALS
 RUNMA CHEMICALS
 RUDONG ZHENFENG YIYANG
 SUZHOU CRYSTAL CLEAR
 XINGFA
 KANTO CHEMICAL CO
 EASTMAN
 KMG CHEMICALS
 MITSUBISHI GAS CHEMICAL
 SOLVAY
 ORIENTAL CHEMICAL INDUSTRIES
 HANSOL CHEMICAL
 CHANG CHUN PETROCHEMICAL
 LCY
 LG CHEM LTD
 LYONDELL BASELL INDUSTRIES
 HOLDINGS B.V
 MITSUI CHEMICALS, INC
 ISU CHEMICALS
 SHINY CHEMICAL(SHENGYI
 CHEMICAL)
 FUJIFILM
 VERSUM/MERCK
 DUPONT
 MOSES LAKE INDUSTRIES
 BASF
 ATOTECH
 SUNLIT FLUO & CHEMICAL CO., LTD
 OCI
 TOKUYAMA
7 APPENDIX A: 297
 SUPPLY CHAIN- OLEUM                                          298
 SUPPLY CHAIN- SULFURIC ACID PRODUCTION                       299
 SUPPLY CHAIN- SULFUR MARKET                                  300
 SUPPLY CHAIN- HYDROGEN PEROXIDE PRODUCTION                   301
 SUPPLY CHAIN-- ANTHRAQUINONE PROCESS                         302
 SUPPLY CHAIN- PHOSPHORIC ACID WET PROCESS                    303
 SUPPLY CHAIN- PHOSPHORIC ACID (DRY PROCESS)                  304
 SUPPLY CHAIN- PHOSPHORIC ACID WET PROCESS PRODUCTION         306
 NITRIC ACID PRODUCTION                                       306
LIST OF FIGURES
 FIGURE 1: WET CHEMICAL MARKET SEGMENT TRENDS                 12
 FIGURE 2: PERR MARKET SEGMENT TRENDS                         14
 FIGURE 3: PCMP CLEANING MARKET SEGMENT TRENDS                15
 FIGURE 4: PROCESS CHEMICAL FORECAST                          17
 FIGURE 5: 1 YEAR CRUDE OIL                                   21
 FIGURE 6: GLOBAL ECONOMY AND THE ELECTRONICS 
           SUPPLY CHAIN (2020)                                33
 FIGURE 7: WORLDWIDE SEMICONDUCTOR SALES                      34
 FIGURE 8: WORLDWIDE SEMICONDUCTOR SALES 
          (TSMC, UMC, VIS, ASE, CHIPMOS, KYEC)                35
 FIGURE 9: SEMICONDUCTOR REVENUES 2021                        36
 FIGURE 10: SEMICONDUCTOR WAFER AREA SHIPMENTS                37
 FIGURE 11: SEMICONDUCTOR CHIP APPLICATIONS                   38
 FIGURE 12: MOBILE PHONE SHIPMENTS WW ESTIMATES               39
 FIGURE 13: PC NOTEBOOK SHIPMENTS                             40
 FIGURE 14: U.S. AUTOMOTIVE SALES                             41
 FIGURE 15: MONTHLY AUTOMOTIVE SALES TRENDS                   42
 FIGURE 16: GLOBAL EV TRENDS                                  43
 FIGURE 17: SEMICONDUCTOR SPEND PER VEHICLE TYPE              44
 FIGURE 18: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION   45
 FIGURE 19: AMAZON SERVER FARM                                46
 FIGURE 20: SEMICONDUCTOR WAFER AREA SHIPMENTS                49
 FIGURE 21: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLING   50
 FIGURE 22: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE        51
 FIGURE 23: OVERVIEW OF LOGIC ROADMAP TRENDS                  52
 FIGURE 24: CHINA IC MARKET AND PRODUCTION TRENDS             55
 FIGURE 25: 300MM WAFER STARTS                                63
 FIGURE 26 :OTHER LOGIC DEVICE WAFER STARTS                   64
 FIGURE 27: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK            65
 FIGURE 28: TOTAL WET CHEMICAL AND SPECIALTY 
            CLEANING CHEMICALS REVENUE                        70
 FIGURE 29: BASIC WET CHEMICALS 5-YEAR FORECAST               71
 FIGURE 30: 3DNAND TOTAL CLEANING STEPS INCREASING >30% 
            FROM PLANAR TO LEADING EDGE (ESTIMATES)           73
 FIGURE 31: SULFURIC ACID REVENUE                             76
 FIGURE 32: COMMERCIAL SULFURIC ACID PRICES                   80
 FIGURE 33: TSMC CIRCULAR ECONOMY ON SULFURIC ACID            81
 FIGURE 34: HYDROGEN PEROXIDE REVENUES 2019-2024              86
 FIGURE 35: PHOSPHORIC ACID REVENUE                           92
 FIGURE 36: COMMERCIAL H3PO4 PRICE                            94
 FIGURE 37: HF/BOE REVENUE                                    102
 FIGURE 38: FLUORSPAR SPOT PRICE                              105
 FIGURE 39: HF GENERIC PLANT DESIGN                           106
 FIGURE 40: ALF PRODUCTION COST                               107
 FIGURE 41: ELECTRONIC NITRIC ACID                            110
 FIGURE 42: CELECTRONIC GRADE IPA                             114
 FIGURE 43: IPA PRICE VOLATILITY                              118
 FIGURE 44: IPA SUB-TIER - INDUSTRIAL PRICE TRENDS            115
 FIGURE 45: PDH PROCESS                                       117
 FIGURE 46: IPA PRODUCTION                                    121
 FIGURE 47: CU & AL PERR REVENUE                              132
 FIGURE 48: AL PERR RELATIVE VOLUME GROWTH - CLEANING STEPS   133
 FIGURE 49: PERR MARKET SHARE                                 135
 FIGURE 50: PCMP CHEMISTRY IN ACTION                          139
 FIGURE 51: REVENUE PCMP CLEANS                               141
 FIGURE 52: CU PCMP AND BARRIER PCMP NORMALIZED VOLUMES       142
 FIGURE 53: TUNGSTEN PCMP CLEANING VOLUME FORECAST NORMALIZED 143
 FIGURE 54: PCMP STI + OXIDE CLEANING VOLUME FORECAST 
            NORMALIZED (CERIA POLISH CLEANS)                  143
 FIGURE 55: HKMG ELECTRODE PCMP CLEANING VOLUME 
            FORECAST NORMALIZED                               144
 FIGURE 56: HKMG OXIDE PCMP CLEANING VOLUME 
            FORECAST NORMALIZED                               144
 FIGURE 57: OXIDE PCMP CLEANING VOLUMES NORMALIZED            145
 FIGURE 58: POLY SI PCMP CLEANING VOLUMES NORMALIZED          145
 FIGURE 59: PCMP CLEAN MARKET SHARE                           146
 FIGURE 60: LOGIC PCMP CLEANS                                 148
 FIGURE 61: COMPLEXITY OF DEVICE STRUCTURE AND MATERIALS 
            LEAD TO CLEANING COMPLEXITY                       156
 FIGURE 62: PCMP CLEAN MARKET SHARE                           160
 FIGURE 63: PERR MARKET SHARE                                 161
 FIGURE 64: H2SO4 GENERIC PLANT DESIGN                        179
 FIGURE 65: H2O2 GENERIC PLANT DESIGN                         181
 FIGURE 66: PHOSPHORIC ACID PRODUCTION                        184
 FIGURE 67: NITRIC ACID PRODUCTION PLANT 
LIST OF TABLES
 TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*              31
 TABLE 2: IMF WORLD ECONOMIC OUTLOOK*                         32
 TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION
          SERVICES FORECAST 2021                              47
 TABLE 4: SPENDING/INVESTMENT/(POSSIBLE) ACQUISITION TRENDS   53
 TABLE 5: US CHIPS ACT PROVISIONS                             60
 TABLE 6: ANNUAL PRODUCTION OF COMMERCIAL PHOSPHORIC ACID     95
 TABLE 7: IPA PRICE VOLATILITY                                119  
 TABLE 8: WAFER DRYING TECHNOLOGY                             120
 TABLE 9: PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY   150
 TABLE 10: 2020-2021 CHEMICAL SUPPLIER TOP 3 LEADERS          162
 TABLE 11: REGIONAL BULK CHEMICAL RANKING                     163
 TABLE 12: SUPPLY CHAIN TRENDS BY REGION                      168

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