Sputter Targets-NEW

$8,599.00

• Provides a detailed look and analysis of the sputter targets market and supply chain
as applied to semiconductor device manufacturing
• Included are raw material supply chain dynamics and companies, target manufacturing cost considerations, pricing trends and more
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development 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

TECHCET Reports can be Included with CMC Associate Membership, and include Quarterly Updates for most CMR, emailed Analyst’s Alerts of breaking news, and phone consultation with the analyst – Click Here for Membership Info!

Description

Click here for PDF download of full Table of Contents

1  EXECUTIVE SUMMARY  11
 1.1 TARGET BUSINESS – MARKET OVERVIEW			                  12
 1.2 TARGET MARKET TRENDS				                  13
 1.3 TARGET MARKET ASSESSMENT			                          14
 1.4 TECHNOLOGY TRENDS				                          15
 1.5 TARGET REVENUES 5-YEAR FORECAST			                  17
 1.6 PRECIOUS METAL TARGET MARKET REVENUE FORECAST	                  18
 1.7 COMPETITIVE LANDSCAPE			                          19
 1.8 EHS ISSUES/CONCERNS			                          20
2  SCOPE, PURPOSE AND METHODOLOGY  21
 2.1 SCOPE					                          22
 2.2 PURPOSE					                          24
 2.3 METHODOLOGY				                          25
 2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS		                  26
3  MARKET OUTLOOK  27
 3.1 WORLDWIDE ECONOMY				                          29
 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY                31
 3.1.2 SEMICONDUCTOR SALES GROWTH		                          32
 3.1.3 TAIWAN MONTHLY SALES TRENDS		                          33
 3.1.4 SEMICONDUCTOR INDUSTRY OUTLOOK		                          34
 3.1.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST	          35
 3.2 ELECTRONIC GOODS MARKET			                          36
 3.2.1 SMARTPHONES				                          37
 3.2.2 PC UNIT SHIPMENTS			                          38
 3.2.3 AUTOMOTIVE SALES			                                  39
 3.2.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES	          40
 3.2.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS		                  41
 3.2.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
 3.2.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM	          43
 3.2.4 SERVERS/IT				                          44
 3.2.4.1 SERVERS/IT, CONTINUED – FORECASTS                                45
 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION	                  46
 3.3.1 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST             47
 3.3.2 EQUIPMENT SPENDING TRENDS		                          48
 3.3.3 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY	          51
 3.3.4 OVERALL CHINA MARKET TRENDS		                          53
 3.4 POLICY & TRADE TRENDS AND IMPACT			                  55
 3.4.1 POLICY AND TRADE ISSUES			                          56
 3.4.2 U.S. CHIPS ACT				                          58
 3.4.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY		                  59
 3.5 SEMICONDUCTOR MATERIALS OUTLOOK		                          60
 3.5.1 SEMICONDUCTOR – LEADING EDGE NODE GROWTH	                          61
 3.5.2 TECHCET WAFER START FORECAST		                          62
 3.5.3 SEMICONDUCTOR MATERIALS FORECAST		                          63
4  SPUTTERING TARGET MARKET TRENDS  64
 4.1 2021 ASSESSMENT				                          65
 4.1.1 CY2021 MARKET ASSESSMENT			                          66
 4.1.2 2021 TARGET MARKET REVENUE ESTIMATE		                  67
 4.1.3 CY2020 IN REVIEW			                                  68
 4.1.3.1 2020 TARGET MATERIAL MARKET SHARE		                  69
 4.2 SUB-TIER SUPPLY-CHAIN STATUS & TRENDS FOR 2021		          70
 4.3 COMMENT ON REGIONAL TRENDS/DRIVERS		                          71
 4.3.1 REGIONAL TRENDS AND ISSUES		                          72
 4.3.2 SPUTTERING TARGET PRODUCTION LOCATIONS – REGIONAL TRENDS	          73
 4.3.3 REGIONAL MARKET SIZE AND TRENDS		                          74
 4.4 METAL TARGET COST STRUCTURE			                  75
 4.4.1 ESTIMATED TARGET COST STRUCTURE OVERVIEW	                          76
 4.5 EHS, REGULATIONS, AND LOGISTIC ISSUES		                  77
 4.5.1 LOGISTIC ISSUES			                                  78
 4.5.2 EHS ISSUES				                          79
 4.5.3 REGULATIONS: U.S.			                          80
 4.5.4 REGULATIONS: EU			                                  81
5  SUPPLIER MARKET LANDSCAPE  82
 5.1 MARKET STATISTICS & FORECASTS			                  83
 5.1.1 TARGET MARKET FORECAST			                          84
 5.1.2 ESTIMATE FOR PRECIOUS METAL TARGET MARKET	                  85
 5.1.3 FORECAST METHODOLOGY			                          86
 5.1.4 ESTIMATED 2020 MARKET SHARE		                          87
 5.1.5 TARGET SUPPLIER UPDATES			                          88
 5.1.6 EMERGING MEMORY TARGETS MATERIAL SUPPLIERS	                  91
 5.1.7 RUTHENIUM TARGET SUPPLIERS			                  92
 5.2 M&A ACTIVITY AND PARTNERSHIPS			                  93
 5.3 PLANT CLOSURES				                          95
 5.4 NEW ENTRANTS				                          96
 5.5 SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF DISCONTINUATION  97
 5.5.1 RISKS AND DISCONTINUATIONS		                          98
 5.6 TECHCET ANALYST ASSESSMENT			                          99
6  TECHNICAL DRIVERS/MATERIAL CHANGES AND TRANSITIONS	102
 6.1 TECHNICAL DRIVERS/MATERIAL CHANGES AND TRANSITIONS 	          103
 6.1.1 DEVICE TECHNOLOGY FOUNDRY/LOGIC ROADMAP	                          104 
 6.1.2 ALTERNATIVE METAL EXAMPLES FOR LOGIC		                  105
 6.1.3 PVD PROCESSES FOR 10NM & BELOW LOGIC		                  107
 6.1.4 FOUNDRY/LOGIC INTERCONNECTS		                          108
 6.1.5 NAND ROADMAP			                                  109
 6.1.6 TECHNOLOGY ROADMAP FOR 3D NAND		                          110
 6.1.7 GENERAL PVD PROCESSES FOR 3D NAND		                  111
 6.1.8 DRAM ROADMAP			                                  112
 6.1.9 PVD PROCESSES IN ADVANCED DRAM		                          113
 6.1.10 MEMORY DEVELOPMENT REQUIREMENTS		                          114
 6.1.11 EMERGING MEMORY MATERIALS		                          115
 6.1.12 MRAM TARGET NEEDS AND ISSUES		                          116
 6.1.13 GST FOR PCM 				                          117
 6.1.14 PZT FILMS				                          118
 6.1.15 PIEZOELECTRIC MATERIALS – AL ALLOYS (ALSC AND ALN)	          119
7  SUB-TIER SUPPLY-CHAIN METALS	   120
 7.1 SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS		                  121
 7.1.1 COPPER METAL			                                  122
 7.1.2 TANTALUM METAL			                                  125
 7.1.3 ALUMINUM METAL			                                  129
 7.1.4 TITANIUM METAL			                                  131
 7.1.5 TUNGSTEN METAL			                                  136
 7.1.6 COBALT METAL			                                  140
 7.1.7 PRECIOUS METALS			                                  143
 7.1.8 HIGH-PURITY MANGANESE			                          148
 7.1.9 RARE EARTHS				                          149
 7.2SUB-TIER SUPPLY-CHAIN: DISRUPTIONS			                  154
 7.2.1 SUB-TIER SUPPLY-CHAIN DISRUPTIONS		                  155
 7.3 SUB-TIER SUPPLY-CHAIN: M&A ACTIVITY			          156
 7.4 SUB-TIER SUPPLY CHAIN: EHS AND LOGISTICS ISSUES		          157
 7.4.1 SUB-TIER SUPPLY-CHAIN EHS AND LOGISICS ISSUES	                  158 
 7.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS		                  159
 7.6 SUB-TIER SUPPLY-CHAIN PRICING TRENDS		                  160
 7.6.1 CU METAL PRICING			                                  161
 7.6.2 AL METAL PRICING			                                  162
 7.6.3 TA METAL PRICING			                                  163
 7.6.4 TI METAL PRICING			                                  164
 7.6.5 W METAL PRICING			                                  165
 7.6.6 CO METAL PRICING			                                  166
 7.6.7 PRECIOUS METAL PRICING			                          167
 7.7 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT	                  173
 7.7.1 ASSESSMENT                                                         174
8 SUPPLIER PROFILES	175
Furuya Metal Co. Ltd.
GO Element Corp.
Grikin
Honeywell Electronic Materials 
JX NIPPON
KMFI
Materion Advanced Materials
Pioneer Materials Inc. 
Linde (former Praxair)
Solar Applied Materials Technology
Sumitomo Chemical Co.
Tanaka Precious Metals
TOP Metal Material
Tosoh SMD
Umicore Electro Optic Materials
Vacuum Engineering & Materials
Vital Materials Co. Limited
PLASMATERIALS
Kojundo Chemical Laboratory Co., Ltd.
9 APPENDICES	225
APPENDIX A – INTERCONNECT TRENDS: RUTHENIUM		                  226
APPENDIX B – PIEZOELECTRIC MATERIALS: ALN AND ALSC PIEZOELECTRICS	  227
APPENDIX C – TA METAL: CLOSED MARKET ECONOMICS		                  228
APPENDIX D – W METAL: FANYA BOURSE			                  229
TABLE OF FIGURES
FIGURE 1: SPUTTERING TARGET MARKET FORECAST		                  17
FIGURE 2: PRECIOUS METAL TARGET FORECAST		                  18
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2020)          31
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES 		                  32
FIGURE 5: WORLDWIDE SEMICONDUCTOR SALES		                          33
FIGURE 6: SEMICONDUCTOR REVENUES 2021			                  34
FIGURE 7: SEMICONDUCTOR WAFER AREA SHIPMENTS		                  35
FIGURE 8: SEMICONDUCTOR CHIP APPLICATIONS		                  36
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES 		                  37
FIGURE 10: PC NOTEBOOK SHIPMENTS			                  38
FIGURE 11 : U.S. AUTOMOTIVE SALES			                  39
FIGURE 12: MONTHLY AUTOMOTIVE SALES TRENDS		                  40
FIGURE 13: GLOBAL EV TRENDS			                          41
FIGURE 14: SEMICONDUCTOR SPEND PER VEHICLE TYPE		                  42
FIGURE 15: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION	          43
FIGURE 16: AMAZON SERVER FARM			                          44
FIGURE 17: SEMICONDUCTOR WAFER AREA SHIPMENTS		                  47
FIGURE 18: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS	          48
FIGURE 19: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE	                  49
FIGURE 20: OVERVIEW OF LOGIC ROADMAP TRENDS		                  50
FIGURE 21: CHINA IC MARKET AND PRODUCTION TRENDS		          53
FIGURE 22: 300MM WAFER STARTS 			                          61
FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK		          63
FIGURE 24: SPUTTERING TARGET 2021 MARKET FORECAST		          67
FIGURE 25: 2020 SPUTTERING TARGET MARKET BY REVENUES		          69
FIGURE 26: REGIONAL SHARE (AS A % OF TOTAL TARGET DEMAND BY USD)	  71
FIGURE 27: SPUTTERING TARGET MARKET FORECAST		                  84
FIGURE 28: PRECIOUS METAL TARGET FORECAST		                  85
FIGURE 29: EST. 2020 SUPPLIER MARKET SHARE			          87
FIGURE 30: DAMASCENE PROCESS			                          105
FIGURE 31: ALTERNATIVE METAL EXAMPLES			                  106
FIGURE 32: ROADMAP FOR 3D NAND			                          110
FIGURE 33: PVD PROCESSES FOR 3D NAND			                  111
FIGURE 34: DRAM SEM CROSS SECTION			                  113
FIGURE 35: 2020 EST. GLOBAL CU MINE PRODUCTION 20 MILLION MT 	          122
FIGURE 36: 2020 GLOBAL REFINED CU CONSUMPTION 24.5 MILLION MT      	  124 
FIGURE 37: 2020 EST. TANTALUM MINE PRODUCTION 1700 MT		          125
FIGURE 38: 2019 TANTALUM PRODUCT DEMAND (~1,900 T)		          127
FIGURE 39: EST. WORLD ALUMINUM SMELTING PRODUCTION 2020 65.2 MILLION MT	  129
FIGURE 40: EST. 2020 GLOBAL AL DEMAND 89.8 MT		                  130
FIGURE 41: EST. GLOBAL TI CONCENTRATE MINING PRODUCTION-2020 7,600 KT	  131
FIGURE 42: EST. GLOBAL TI SPONGE CAPACITY-2019  >210,000 MT	          132
FIGURE 43: EST. 2020 W MINE PRODUCTION 84,000 T 		          136
FIGURE 44: 2020 GLOBAL W DEMAND ~92,000		                          137
FIGURE 45: EST. 2020 CO MINE PRODUCTION 140 MILLION MT    	          140
FIGURE 46: EST. 2020 GLOBAL CO DEMAND >120,000 MT 		          142
FIGURE 47: 2020 AU MINING PRODUCTION ~3,500 MT		                  143
FIGURE 48: 2020 AG MINING PRODUCTION ~24,500 MT		                  144
FIGURE 49: LME CU PRICE CHART			                          161
FIGURE 50: LME AL PRICE CHART			                          162
FIGURE 51: APT (W) PRICE CHART 			                          165
FIGURE 52: LME CO METAL PRICE CHART 			                  166
FIGURE 53: GOLD METAL PRICE CHARTS 			                  167
FIGURE 54: SILVER METAL PRICE CHARTS 			                  167
FIGURE 55: PLATINUM METAL PRICE CHARTS 		                          168
FIGURE 56: PALLADIUM METAL PRICE CHARTS 		                  168
FIGURE 57: IRIDIUM METAL PRICE CHARTS 			                  169
FIGURE 58: RUTHENIUM METAL PRICE CHARTS 		                  169
FIGURE 59: SC CONTENT IN AL VS. PIEZOELECTRIC RESPONSE		          178
TABLES
TABLE 1: CMR REPORT SCHEDULE			                          26
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*		                  29
TABLE 3: IMF WORLD ECONOMIC OUTLOOK* 			                  30
TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021	  45
TABLE 5: DEVICE MAKER INVESTMENT ACTIVITY		                  51
TABLE 6: DEVICE MAKER INVESTMENT ACTIVITY		                  52
TABLE 7: US CHIPS ACT PROVISIONS			                  58
TABLE 8: SPUTTERING TARGET SUPPLIER MANUFACTURING LOCATIONS 	          73
TABLE 9:  REGIONAL MARKETS				                  74
TABLE 10: TARGET COST STRUCTURE			                          76
TABLE 11:  PHASE CHANGE MATERIAL AND MRAM TARGET SUPPLIERS	          91
TABLE 12: RUTHENIUM TARGET SUPPLIERS			                  92
TABLE 13: LOGIC/FOUNDRY ROADMAP			                          104
TABLE 14: METALS ROADMAP FOR LOGIC DEVICES		                  106
TABLE 15: PVD PROCESSORS FOR 10NM & BELOW LOGIC		                  107
TABLE 16: NAND ROADMAP				                          109
TABLE 17: PVD PROCESSES FOR 3D NAND			                  111
TABLE 18: DRAM ROADMAP				                          112
TABLE 19: DRAM PVD PROCESS STEPS			                  113
TABLE 20: STATUSES OF GLOBAL MINING PROJECTS		                  141
TABLE 21: PRECIOUS METALS APPLICATIONS			                  145
TABLE 22: RARE EARTH USAGE BY APPLICATION		                  149
TABLE 23: SC MARKET APPLICATIONS			                  153
TABLE 24: METAL FUTURE AVAILABILITY			                  155

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