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
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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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