Electronic Wet Chemicals & Specialty Cleans Market Report CMR 2022-2023

$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

This report covers the wet chemicals market and supply-chain issues for such 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. This Critical Materials Report (CMR™) provides focused information for supply-chain managers, process integration and R&D directors, as well as business 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 Wet Chemicals Market Updates and Report Highlights:

Table of Contents:

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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