Electronic Wet Chemicals & Specialty Cleans Market Report CMR 2023-2024 (Single User License)

$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 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 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  2023 CHEMICAL CMR REPORT OVERVIEW    			13
1.2 CHEMICAL MARKET OVERVIEW 					14
1.2.1  PRICING TRENDS						15
1.3 YEAR 2022 IN REVIEW- 2023 TRENDS/ LESSONS 			16
1.4 MARKET TRENDS 						17
1.5 SEGMENT VOLUME  TRENDS 					18
1.6  EHS ISSUES/CONCERNS 					19
1.7 ANALYST ASSESSMENT 						20

2 SCOPE, PURPOSE AND METHODOLOGY  21
2.1 SCOPE 							22
2.2 PURPOSE 							23
2.3 METHODOLOGY 						24
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 			25

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 26
3.1 WORLDWIDE ECONOMY 						27
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 	29
3.1.2 SEMICONDUCTOR SALES GROWTH				30
3.1.3 TAIWAN MONTHLY SALES TRENDS				31
3.1.4 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 - SLOWER TO 
NEGATIVE SEMICONDUCTOR  REVENUE GROWTH EXPECTED			32
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 			33
3.2.1 SMARTPHONES 						34
3.2.2 PC UNIT SHIPMENTS 					35
3.2.3  SERVERS / IT MARKET					38
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION		39
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY			40
3.3.2 WW FAB EXPANSION DRIVING GROWTH 				42
3.3.3 EQUIPMENT SPENDING TRENDS					43
3.3.4 TECHNOLOGY ROADMAPS					44
3.3.5 FAB INVESTMENT ASSESSMENT					45
3.4 POLICY & TRADE TRENDS AND IMPACT 				46
3.5 SEMICONDUCTOR MATERIALS OVERVIEW  				47
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?	48
3.5.2 LOGISTICS ISSUES EASED DOWN 				49
3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2027		50
3.5.4 TECHCET’S MATERIAL FORECAST				51

4 WET CHEMICAL MARKET TRENDS  52
4.1  2023 CHEMICAL CMR REPORT OVERVIEW 				53
4.2  SUPPLY CAPACITY AND DEMAND, INVESTMENTS 			54
4.2.1  CHEMICAL EXPANSIONS I					55
4.2.2  CHEMICAL EXPANSION II					56
4.2.3  CHEMICAL EXPANSION III					57
4.2.4  REGIONAL INVESTMENTS					58
4.2.5  CHEMICAL ANALYSIS JAPAN 					59
4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 	60
4.3.1 TECHNOLOGY CHALLENGE 					61
4.4 OVERVIEW OF EHS, LOGISTIC, AND ENERGY ISSUES		62  
4.4.1 EHS ISSUES						63
4.4.2 LOGISTICS ISSUES						64
4.4.3 ENERGY COSTS						65
4.4.4  WORLD BANK CONCERNS 					66
4.4.5 WACKER ENERGY REPORT EUROPE (DECEMBER 2022)		67
4.4.6  EU MANY MATERIALS RESULT FROM REFINERY OPERATIONS	69
4.4.7 IMPACT: BASF MAY HALT PRODUCTION				70
4.4.8  ENERGY INTENSIVE 					71

5 BASIC CHEMICALS MARKETS & FORECASTS  72
5.1 TECHCET ANALYST ASSESSMENT - BASIC CHEMICALS 		73
5.1.1  PRICING TRENDS – BASIC WET CHEMICALS			74
5.1.2  COMMENTS ON FORECAST MODELING AND METHODOLOGY		75
5.2  MARKET TRENDS 						76
5.3  WET CHEMICALS MARKET SEGMENT 				77
5.4  BASIC CHEMICAL FORECAST 					78
5.5 SUPPLY-CHAIN TRENDS AND HAPPENINGS HIGHLIGHTS 		79
5.6 SULFURIC ACID H2SO4 – SECTION OUTLINE 			80
5.6.1 H2SO4 OVERVIEW						81
5.6.2 ELECTRONIC GRADE H2SO4 5-YEAR VOLUME FORECAST  		82
5.6.3 SULFURIC ACID REVENUE 					83
5.6.4  MAJOR SUPPLIERS OR DISTRIBUTORS OF H2SO4 		84
5.6.5 SULFURIC ACID SUPPLIERS 					85
5.6.6 SULFURIC ACID REGIONAL TRENDS 				86
5.6.7 SUPPLY CHAIN- RECYCLE H2SO4				87
5.6.8 ELECTRONIC SULFURIC ACID PRODUCTION 			88
5.6.9  CHEMTRADE PRESS ANNOUNCEMENTS 				89
5.7 HYDROGEN PEROXIDE H2O2– SECTION OUTLINE 			90
5.7.1 H2O2 OVERVIEW						91
5.7.2 HYDROGEN PEROXIDE 5-YEAR FORECAST				92
5.7.3 H2O2 REVENUE FORECAST					93
5.7.4  H2O2 SUPPLIERS						94
5.7.5  H2O2 REGIONAL TRENDS					95
5.7.6 SOLVAY H2O2 PROCESS 					96
5.8 PHOSPHORIC ACID H3PO4 – SECTION OUTLINE 			97
5.8.1 PHOSPHORIC ACID OVERVIEW 					98
5.8.2  H3PO4 5-YEAR VOLUME FORECAST 				99
5.8.3 PHOSPHORIC ACID REVENUE  					100
5.8.4  H3PO4  MAJOR SUPPLIERS /PRODUCERS 			101
5.8.5  H3PO4  MARKET DYNAMICS					102
5.8.6  HSNE MIXTURE 						103
5.9 HYDROFLUORIC ACID HF– SECTION OUTLINE 			104
5.9.1 HF ACID OVERVIEW 						105
5.9.2 HF  5-YEAR VOLUME FORECAST 				106
5.9.3 HF REVENUE FORECAST					107
5.9.4  MAJOR SUPPLIERS OR DISTRIBUTORS  OF HF 			108
5.9.5 HF REGIONAL SUPPLY 					110
5.9.6 HF REGIONAL SUPPLY 					111
5.9.7 HF SUPPLY-CHAIN DYNAMICS					112
5.10 NITRIC ACID HNO3– SECTION OUTLINE 				113
5.10.1 NITRIC ACID OVERVIEW 					114
5.10.2 HNO3 5-YEAR VOLUME FORECAST 				115
5.10.3 HNO3 REVENUE  						116
5.10.4 NITRIC ACID SUPPLIERS 					117
5.10.5  HNO3 SUPPLY CHAIN					118
5.11 ISOPROPANOL IPA– SECTION OUTLINE 				119
5.11.1 IPA OVERVIEW 						120
5.11.2  ELECTRONIC IPA 5-YEAR VOLUME FORECAST			121
5.11.3  IPA REVENUE FORECAST					122
5.11.4 IPA SUPPLIERS 						123
5.11.5 REGIONAL TRENDS  					124
5.11.6 SUPPLY CHAIN DYNAMICS					126
5.12 HCL– SECTION OUTLINE 					127
5.12.1 HCL OVERVIEW 						128
5.12.2 HCL VOLUME FORECAST					129
5.12.3 HCL REVENUE 						130
5.12.4 HCL SUPPLIERS 						131
5.12.5 REGIONAL TRENDS						132
5.12.6 SUPPLY CHAIN DYNAMICS					133
5.13 NH4OH – SECTION OUTLINE 					134
5.13.1 NH4OH OVERVIEW 						135
5.13.2 NH4OH VOLUME FORECAST					136
5.13.3 NH4OH REVENUE FORECAST  					137
5.13.4 NH4OH SUPPLIERS  					138
5.13.5 REGIONAL TRENDS						139
5.13.6 SUPPLY CHAIN DYNAMICS					140
5.14 ESTIMATED SUPPLIER RANKING BY REGION 			141
5.15 BASIC WET CHEMICALS ASSESSMENT 				142
5.15.1 WET CHEMICALS						143

6 FORMULATED CLEANS  144
6.1 PERRS OVERVIEW – WHAT DO THEY CONSIST OF 			145
6.1.2  CU PERR RELATIVE VOLUME GROWTH BY DEVICE 		146
6.1.3  AL PERR RELATIVE VOLUME GROWTH BY DEVICE 		148
6.1.4  PERR TRENDS - LEGACY VS. LEADING EDGE 			150
6.1.5  PERR MARKET SHARE 					151
6.1.6  PERR TRENDS - CLEANING COMPLEXITY 			152
6.1.7  PERR CHEMISTRY ADDITIVES EXAMPLES 			153
6.1.8 PERR MARKET DRIVERS 					154
6.2 POST CMP CLEANS PCMP- SECTION OUTLINE 			156
6.2.1  PCMP CLEANING						157
6.2.2 PCMP REVENUE FORECAST					158
6.2.3 PCMP CLEANS  BY TYPE 					159
6.2.4 POST CMP CLEANS BY DEVICE 				160
6.2.5  PCMP CLEAN						161
6.2.6  PCMP CLEAN MARKET DYNAMICS 				162
6.2.7 GROWTH DRIVERS OF CMP CLEANS 				163
6.2.8  PCMP CLEANING TRENDS & CHALLENGES			168
6.2.9  PCMP FUTURE PAST AND PRESENT - MATURE, INNOVATE 
AND EXPAND PCMP 						170
6.2.10 TECHCET ASSESSMENT OF PCMP CLEANING MARKET		171

7 SUMMARY 172
7.1 YEAR 2023 							173
7.2  2023 CHEMICAL CMR REPORT OVERVIEW   			174 

8 APPENDIX 175
8.1  SUPPLY CHAIN - RECYCLE H2SO4 				176
8.1.1 SUPPLY CHAIN -  SULFURIC ACID PRODUCTION 			177
8.2  SUPPLY CHAIN - CHALLENGE OF PRODUCING H3PO4 - PURITY 	178
8.2.1  SUPPLY CHAIN - CHALLENGE OF PRODUCING H3PO4 – PURITY, 
CONTINUED							179
8.3 SUPPLY CHAIN - OLEUM 					180
8.4 SUPPLY CHAIN - HF PRODUCTION 				181
8.4.1  SUPPLY CHAIN - HF SUB-TIER - AHF PRODUCTION 		182
8.4.2  HF / BOE MARKET						183
8.4.3   SUPPLY CHAIN - HF SUB-TIER FLUORSPAR COST COMPONENTS	184  
8.5  SUB-TIER SUPPLY CHAIN DEPENDENCIES -  IPA PRODUCTION 	185
8.5.1  ACETONE IN THE SUPPLY - CHAIN FOR IPA			186

​9 SUPPLIER PROFILES 187
ATOTECH 
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL 
CHEMTRADE
...and 40+ more

​LIST OF FIGURES
FIGURE 1: REVENUE VS YOY % WAFER STARTS AND REVENUE		14
FIGURE 2 TOTAL CHEMICAL REVENUE($ M)				17
FIGURE 3:  CHEMICALS BY VOLUME (M KG)				18
FIGURE 4 : GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN 
(2022)								29
FIGURE 5: WORLDWIDE SEMICONDUCTOR SALES 			30
FIGURE 6: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX 
(TTSI)*								31
FIGURE 7: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS	32
FIGURE 8: 2022 SEMICONDUCTOR CHIP APPLICATIONS			33
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES 			34
FIGURE 10: WORLDWIDE PC AND TABLET FORECAST			35
FIGURE 11: ELECTRIFICATION TREND BY WORLD REGION 		36
FIGURE 12: SEMICONDUCTOR AUTOMOTIVE PRODUCTION			37
FIGURE 13: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B	39
FIGURE 14: CHIP EXPANSIONS 2022-2027 US $366 B			40
FIGURE 15: SEMICONDUCTOR CHIP MANUFACTURING REGIONS 
OF THE WORLD							42
FIGURE 16: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)	43
FIGURE 17: OVERVIEW OF ADVANCED LOGIC DEVICE 
TECHNOLOGY ROADMAP						44
FIGURE 18: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING 
(ON BOTTOM)							45
FIGURE 19: EUROPE CHIP EXPANSION UPSIDE				48
FIGURE 20: PORT OF LA						49
FIGURE 21: TECHCET WAFER START FORECAST BY NODE SEGMENTS**	50
FIGURE 22: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK		51
FIGURE 23: INCREASE IN CLEANING STEPS 				60
FIGURE 24: COMPLEXITY OF DEVICE STRUCTURE AND MATERIALS LEAD 
TO CLEANING COMPLEXITY 						61
FIGURE 25: PRICE INDEX FORECAST (WORLD BANK GROUP 2023)		66
FIGURE 26: WACKER RAW MATERIAL PRICING				67  
FIGURE 27: TOTAL CHEMICAL REVENUE($ M)				76
FIGURE 28: 2023 CHEMICAL REVENUE ($5.6B)			77
FIGURE 29: 2027 CHEMICAL REVENUE ($7.0 B)			77
FIGURE 30: BASIC CHEMICAL REVENUE ($ M)				78
FIGURE 31: H2SO4 VOLUMES (M KG)					82	
FIGURE 32: H2SO4 REVENUES (M $)					83
FIGURE 33: SULFURIC ACID PRODUCER PRICE INDEX US (FRED)		86
FIGURE 34: TSMC CIRCULAR ECONOMY ON SULFURIC ACID		87
FIGURE 35: H2O2 VOLUMES(M KG)					92
FIGURE 36: H2O2 REVENUES (M $)					93
FIGURE 37: H3PO4 VOLUMES M KG					99
FIGURE 38: H3PO4 REVENUE (M $)					100
FIGURE 39: HF VOLUMES (M KG)					106
FIGURE 40: HF REVENUES (M $)					107
FIGURE 41: HNO3 VOLUMES (M KG)					115
FIGURE 42: HNO3 REVENUES (M $)					116
FIGURE 43: IPA VOLUME (M KG)					121
FIGURE 44: IPA REVENUES (M $)					122
FIGURE 45: HCL VOLUMES (M KG)					129
FIGURE 46: HCL REVENUES						130
FIGURE 47: NH4OH VOLUMES (M KG)					136
FIGURE 48: H4OH REVENUES (M $)					137
FIGURE 49: BASIC CHEMICAL REVENUE ($ M)				143
FIGURE 50: CU PERR VOLUME (M KG)				146
FIGURE 51: CU PERR REVENUE					147
FIGURE 52: AL PERR VOLUMES  (M KG)				148
FIGURE 53: AL PERR REVENUE 					149
FIGURE 54: PERR MARKET SHARE 					151
FIGURE 55: COMPLEXITY OF CLEANS 				152
FIGURE 56: PCMP CHEMISTRY IN ACTION				156
FIGURE 57: CMP CLEAN REVENUE ($ M) 				158
FIGURE 58: TOTAL CLEANS BY SLURRY TYPE. 			159
FIGURE 59: CMP CLEANS BY DEVICE 				160
FIGURE 60:  PCMP CLEAN MARKET SHARE 				161
FIGURE 61: SHIFT IN CMP SCOPE					163
FIGURE 62: COMPARISON OF METALS RESISTIVITIES BY DIMENSION	164
FIGURE 63: 14NM VS. 7NM METALLIZATION TECHNIQUES		164
FIGURE 64:DRAM NODE HVM ESTIMATES CMP 				165
FIGURE 65: 3D NAND NODE HVM ESTIMATE CMP			166
FIGURE 66:  STACKING FOR 3D NAND				167
FIGURE 67: TSMC CIRCULAR ECONOMY ON SULFURIC ACID		176
FIGURE 68: H2SO4 GENERIC PLANT DESIGN 				177
FIGURE 69: HF GENERIC PLANT DESIGN  				181
FIGURE 70: ALF PRODUCTION COST 					184	
FIGURE 71: IPA PRODUCTION 					185

​LIST OF TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*			27
TABLE 2: IMF ECONOMIC OUTLOOK* 					28
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES 
MARKET SPENDING 2022						38
TABLE 4: CHEMICAL EXPANSIONS I					55
TABLE 5: CHEMICAL EXPANSIONS II					56
TABLE 6: CHEMICAL EXPANSIONS III				57
TABLE 7: PRICE TREND HEAT MAP					74
TABLE 8: SULFURIC ACID SUPPLIERS				84
TABLE 9: SULFURIC ACID SUPPLIER ASIA				85
TABLE 10: H2O2 SUPPLIERS 					94
TABLE 11: HF SUPPLIERS 						108
TABLE 12: HF SUPPLIERS ASIA 					109
TABLE 13: IPA SUPPLIERS						123
 TABLE 14: IPA US SUPPLY-CHAIN 					125
TABLE 15: NH4OH SUPPLIERS					138
TABLE 16: REGIONAL SUPPLIERS EVALUATION 			141
TABLE 17: PCMP REVENUE CAGR 					158
TABLE 18: SPECIFIC PCMP CLEAN BY TYPE CAGR 			159
TABLE 19: PCMP CLEANS BY DEVICE CAGR				160
TABLE 20: PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY 	169


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