セラミックス

出版:Techcet(テクセット)  出版年月:2021年10月

セラミックス:組立部品、半導体用途向け市場
CERAMIC: Fabricated Parts, Material Segment for Semi-conductor Applications

ページ数 248
図表数 194
価格(サイトライセンス) US$8,599
種別 英文調査報告書

 

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TechCet「セラミックス:組立部品、半導体用途向け市場 – CERAMIC: Fabricated Parts, Material Segment for Semi-conductor Applications」は原材料、市場シェア、市場予測、原材料サプライヤと生産能力など、セラミック市場のダイナミクスとサプライチェーンに関する詳細な情報を提供しています。

The Ceramics Report includes in-depth information on the ceramics market dynamics and supply chain, including raw materials. Market shares, market forecast as well as raw material suppliers and capacity are included. Technical trends and requirements are also included along with a full section of supplier profiles.

主な掲載内容

  1. エグゼクティブサマリー
  2. 調査範囲、目的、メソドロジー
  3. 市場展望
  4. 材料市場の促進要因とダイナミクス
  5. サプライヤ市場環境
  6. ティア2サプライヤの材料のサプライチェーン
  7. サプライヤ情報(ファブリケーター)

The Ceramics Report includes in-depth information on the ceramics market dynamics and supply chain, including raw materials. Market shares, market forecast as well as raw material suppliers and capacity are included. Technical trends and requirements are also included along with a full section of supplier profiles.


目次

1 Executive Summary 13

1.1 Highlight Material Segment Business Overview 13
1.2 Alumina 15
1.3 Aluminum nitride & SiC 15
1.4 CVD SiC 16
1.5 Al2O3 / HPA 16
1.6 Other Materials 16
1.7 M & A 16

2 Scope, Purpose and Methodology 18

2.1 Scope 18
2.2 Purpose 18
2.3 Methodology 18
2.4 Overview of Other TECHCET CMR™ Reports 19

3 Market Outlook 20

3.1 Semiconductor Industry Market Status & Outlook 20
3.2 Global Economy 20
3.2.1 Semiconductor Industries Ties to the Global Economy 22
3.2.2 Semiconductor Sales Growth 22
3.2.3 Taiwan Monthly Sales Trends 23
3.2.4 Semiconductor Industry Outlook 24
3.2.5 Semiconductor Units and Wafer Shipment Growth Forecast 25
3.3 Electronic Goods Market 26
3.3.1 Smartphones 26
3.3.2 PC Unit Shipments 27
3.4 Automotive Sales 28
3.4.1 Automotive Sales and Impact on Semiconductor Sales 28
3.4.2 Electric Vehicle (EV) Market Trends 29
3.4.3 Increase in Semiconductor Content for Autos 30
3.4.4 Semiconductor Content by Automotive Electronic System 31
3.4.5 Servers / IT 31
3.5 Semiconductor Fabrication Growth & Expansion 32
3.5.1 Equipment Spending Trends 32
3.5.2 Overall China Market Trends 35
3.5.3 Policy & Trade Trends and Impact 36
3.5.4 Policy and Trade Issues 36
3.5.5 U.S. CHIPS Act 37
3.5.6 Other Semiconductor Funding Activity 37
3.6 Semiconductor Materials Outlook 38
3.6.1 Wafer Start Growth 38
3.6.2 Materials Forecast 40

4 Material Market Drivers & Dynamics 42

4.1 Ceramic Material Applications and Suppliers 42
4.1.1 Thermal Processes 44
4.1.2 Dry Etching Process 45
4.1.3 Deposition: Plasma CVD and PVD 45
4.1.4 Epitaxial Process 45
4.2 Material Shortages and Supply Chain Constraints 46
4.3 Materials Trends (no significant changes since 2020) 47
4.4 Technical Drivers / Material Changes and Transitions (no significant changes since 2020) 47
4.4.1 Material Trends for the Leading-Edge 48
4.4.2 Trends/Impact/Status of Legacy Materials (200 mm & 150 mm) 48
4.5 Comment on Regional Trends/Drivers – China & Taiwan 49
4.6 EHS, Logistic, AND Exogenous (Weather) Market Issues 50

5 Supplier Market Landscape 52

5.1 Ceramics Overall Market Size and Forecast 52
5.1.1 Ceramic Components Fabricators: 53
5.2 Ceramic Suppliers Total Market Share Roll-up 56
5.2.1 COVID19 Impact on Ceramic Fabrication 57
5.3 Ceramic Component Market Summary 58
5.3.1 2020 to 2021 Market Dynamics – OEMS and Chip Fabs 59
5.4 M&A Activity 61
5.5 Expansions or New Plants of Existing Suppliers 62
5.6 Suppliers or parts/product line that are at risk of discontinuation 63
5.7 Pricing Trends 63
5.8 Aluminum Nitride (AlN) Market Segment 64
5.8.1 AlN Competitive Market Shares & Activity (no significant changes since 2020) 66
5.9 Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) Components 67
5.9.1 Tech Trends & Opportunities for Al2O3 69
5.10 Silicon Carbide / CVD SiC Market Segment 71
5.10.1 CVD SiC 75
5.10.2 Alternatives to SiC Component Technology 77
5.11 Ceramics Market Regional Activity 77
5.12 Ceramic Fabrication by Process Segment 78

6 Sub tier material supply chain 80

6.1 Sub-Tier, Ceramic Blank Manufacturers (no significant changes since 2020) 80
6.2 Aluminia (Al2O3) Production Process 81
6.2.1 Vertically Integrated Alumina Producers 84
6.3 Silicon Carbide – SiC Sub-tier Players & Price Points 84
6.4 Yttria Powder Production Players & Price Points 85
6.5 M&A of Raw Materials Companies 85
6.6 New Plants or Expansions 86
6.7 Plant Closures & Products at risk of discontinuation 86

7 Supplier profiles (Fabricators) 87

7.1 Applied Ceramics 87
7.1.1 Business Segments 87
7.1.2 Regions Served 88
7.1.3 Sales Reps and Distributors 88
7.2 Ariake Material Company 89
7.2.1 Business Segments 89
7.2.2 Financial Overview 90
7.2.3 Manufacturing Locations, Capabilities, and Accreditations 90
7.2.4 Sales Reps and Distributors by Region 90
7.3 Asahi Glass Company, Ltd. (AGC) 91
7.3.1 Business Segments 91
7.3.2 Financial Overview 92
7.3.3 News 92
7.3.4 Key Customers 92
7.3.5 Manufacturing Locations, Capabilities, and Accreditations 92
7.3.6 Sales Reps and Distributors by Region 93
7.4 Asuzac 94
7.4.1 Business Segments 94
7.4.2 Financial Overview 94
7.4.3 Manufacturing Locations, Capabilities, and Accreditations 94
7.4.4 Sales Reps and Distributors by Region 95
7.5 Carborundum Universal Ltd (CUMI) 95
7.5.1 Business Segments 95
7.5.2 Fiscal Year Financial Overview 96
7.5.3 Manufacturing Locations, Capabilities, and Certifications 96
7.5.4 JVs and Partnerships 96
7.6 Ceradyne (3M) 97
7.6.1 Business Segments 97
7.6.2 Fiscal Year Financial Overview 97
7.6.3 JVs and Partnerships 97
7.7 Ceramic Tech 97
7.7.1 Business Segments 98
7.7.2 Recent Company Specific News and New Product Offerings 98
7.7.3 Manufacturing Locations, Capabilities, and Certifications 98
7.7.4 Sales Reps and Distributors 99
7.8 CeramTec 99
7.8.1 Business Segments 99
7.8.2 Fiscal Year Financial Overview 100
7.8.3 Manufacturing Locations, Capabilities, and Certifications 100
7.8.4 Recent Company Specific News and New Product Offerings 101
7.8.5 JVs and Partnerships 102
7.8.6 Sales Reps and Distributors 102
7.9 CoorsTek, Inc. 103
7.9.1 Business Segments 104
7.9.2 Manufacturing Locations, Capabilities, and Certifications 104
7.9.3 Recent Company Specific News and New Product Offerings 106
7.9.4 JVs and Partnerships 107
7.9.5 Sales Reps and Distributors 107
7.10 Dow DuPont (DuPont Electronics & Imaging) 108
7.10.1 Business Segments 108
7.10.2 Fiscal Year Financial Overview 109
7.10.3 Recent Company Specific News and New Product Offerings 109
7.10.4 Sales Reps and Distributors Locations 110
7.11 Entegris 110
7.11.1 Business Segments 111
7.11.2 Fiscal Year Financial Overview 112
7.11.3 Recent Company Specific News and New Product Offerings 112
7.11.4 JVs and Partnerships 112
7.11.5 Sales Reps and Distributors 112
7.12 Ferrotec Corporation 113
7.12.1 Business Segments 113
7.12.2 Fiscal Year Financial Overview 113
7.12.3 Recent Company Specific News and New Product Offerings 113
7.12.4 Manufacturing Locations, Capabilities, and Certifications 114
7.12.5 JVs and Partnerships 114
7.12.6 Sales Reps and Distributors 115
7.13 ADMAP INC. (Ferrotec Holding Company) 115
7.13.1 Business Segments 116
7.13.2 Financial Overview 116
7.13.3 News 116
7.13.4 Key Customers 117
7.13.5 Manufacturing Locations, Capabilities, and Accreditations 117
7.13.6 JVs and Partnerships 117
7.13.7 Sales Reps and Distributors by Region 117
7.14 Fiven (SiC group from Saint-Gobain) 118
7.14.1 Business Segments 119
7.14.2 Fiscal Year Financial Overview 119
7.14.3 Recent Company Specific News and New Product Offerings 119
7.14.4 Manufacturing Locations, Capabilities, and Certifications 120
7.14.5 JVs and Partnerships 120
7.15 Gran Systems Co., LTD. 121
7.15.1 Business Segments 121
7.15.2 Regions Served 121
7.15.3 Manufacturing Locations, Capabilities, and Certifications 121
7.15.4 TECHCET Analyst Assessment 121
7.16 H.C. Starck GmbH (Fabricator and Powder Mgr.) 122
7.16.1 Business Segments 122
7.16.2 Fiscal Year Financial Overview 122
7.16.3 Recent Company Specific News and New Product Offerings 122
7.16.4 Manufacturing Locations, Capabilities, and Certifications 123
7.16.5 JVs and Partnerships 123
7.17 HANA Materials Inc. – Company Overview 124
7.17.1 Business Segments 124
7.17.2 Electronic materials products offered: 124
7.17.3 Regions Served 127
7.17.4 Key Customers 127
7.17.5 Fiscal Year Financial Overview 127
7.17.6 JVs and Partnerships 128
7.17.7 Sales Reps and Distributors 128
7.17.8 TECHCET Analyst Assessment 128
7.18 Hitachi Chemical 128
7.18.1 Business Segments 129
7.18.2 Financial Overview 130
7.18.3 News 130
7.18.4 Key Customers 131
7.18.5 Manufacturing Locations, Capabilities, and Accreditations 131
7.18.6 JVs and Partnerships 131
7.18.7 Sales Reps and Distributors by Region 132
7.19 KoMiCo Ltd. – Coatings 134
7.19.1 Business Segments 134
7.19.2 Fiscal Year Financial Overview 135
7.19.3 Recent Company Specific News and New Product Offerings 135
7.19.4 Manufacturing Locations, Capabilities, and Certifications 136
7.19.5 Sales Reps and Distributors 136
7.20 KYOCERA Corporation 137
7.20.1 Business Segments 137
7.20.2 Financial Overview 138
7.20.3 News 138
7.20.4 Manufacturing Locations, Capabilities, and Accreditations 139
7.20.5 Sales Reps and Distributors by Region 140
7.21 Maruwa Co., LTD. 140
7.21.1 Business Segments 141
7.21.2 Financial Overview 141
7.21.3 Manufacturing Locations, Capabilities, and Accreditations 141
7.21.4 JVs and Partnerships 142
7.21.5 Sales Reps and Distributors by Region 142
7.22 Bridgestone Inc. / Merged to Maruwa 142
7.22.1 Business Segments 143
7.22.2 Financial Overview 144
7.22.3 News 144
7.23 Mersen 145
7.23.1 Business Segments 145
7.23.2 Fiscal Year Financial Overview 146
7.23.3 Recent Company Specific News and New Product Offerings 146
7.23.4 Manufacturing Locations, Capabilities, and Certifications 146
7.23.5 JVs and Partnerships 146
7.23.6 Sales Reps and Distributors 147
7.24 Modern Ceramics 147
7.24.1 Business Segments 147
7.24.2 Manufacturing Locations, Capabilities, and Certifications 147
7.25 Momentive Performance Ceramics 148
7.25.1 Business Segments 148
7.25.2 Recent Company Specific News and New Product Offerings 149
7.25.3 Manufacturing Locations, Capabilities, and Certifications 150
7.25.4 JVs and Partnerships 151
7.25.5 Sales Reps and Distributors 151
7.26 Morgan Technical Ceramics 151
7.26.1 Business Segments 152
7.26.2 Manufacturing Locations, Capabilities, and Certifications 153
7.26.3 Sales Reps and Distributors 155
7.27 NGK Insulators, Ltd. 155
7.27.1 Business Segments 156
7.27.2 Financial Overview 156
7.27.3 Manufacturing Locations, Capabilities, and Accreditations 156
7.27.4 JVs and Partnerships 157
7.27.5 Sales Reps and Distributors by Region 157
7.28 NTK (Nihon) Ceratec Co., Ltd. 158
7.28.1 Business Segments 158
7.28.2 Financial Overview 159
7.28.3 Manufacturing Locations, Capabilities, and Accreditations 159
7.28.4 JVs and Partnerships 159
7.28.5 Sales Reps and Distributors by Region 159
7.29 Precision Ceramics 160
7.29.1 Business Segments 160
7.29.2 Recent Company Specific News and New Product Offerings 160
7.29.3 Manufacturing Locations, Capabilities, and Certifications 161
7.29.4 Key Customers 161
7.29.5 Sales Reps and Distributors 161
7.30 SGL Carbon GmbH 162
7.30.1 Business Segments 162
7.30.2 Fiscal Year Financial Overview 163
7.30.3 Recent Company Specific News and New Product Offerings 163
7.30.4 Manufacturing Locations, Capabilities, and Certifications 163
7.30.5 Sales Reps and Distributors 163
7.31 Shanghai Companion Precision Ceramics Co.,Ltd. 164
7.31.1 Business Segments 164
7.31.2 Manufacturing Locations, Capabilities, and Certifications 165
7.31.3 Sales Reps and Distributors 165
7.32 SKC Solmics Co., Ltd. 165
7.32.1 Business Segments 165
7.32.2 Manufacturing Locations, Capabilities, and Certifications 166
7.32.3 Sales Reps and Distributors 167
7.33 Superior Technical Ceramics Corp. (STC) 169
7.33.1 Business Segments 169
7.33.2 Recent Company Specific News and New Product Offerings 170
7.33.3 Manufacturing Locations, Capabilities, and Certifications 170
7.33.4 JVs and Partnerships 170
7.34 Tokai Carbon Korea Co., Ltd. 171
7.34.1 Business Segments 171
7.34.2 Fiscal Year Financial Overview 171
7.34.3 Manufacturing Locations, Capabilities, and Certifications 172
7.35 Tokuyama Corporation 172
7.35.1 Business Segments 172
7.35.2 Financial Overview 173
7.35.3 News 173
7.35.4 Manufacturing Locations, Capabilities, and Accreditations 173
7.35.5 JVs and Partnerships 174
7.35.6 Sales Reps and Distributors by Region 174
7.36 Toyo Tanso Co., LTD. 176
7.36.1 Business Segments 177
7.36.2 Financial Overview 177
7.36.3 News 177
7.36.4 Manufacturing Locations, Capabilities, and Accreditations 177
7.36.5 JVs and Partnerships 178
7.36.6 Sales Reps and Distributors by Region 178
7.37 US Technical Ceramics, Inc. (USTC) 180
7.37.1 Business Segments 180
7.37.2 Manufacturing Locations, Capabilities, and Certifications 181
7.38 Watlow Electric MFG Co (CRC Division) 181
7.38.1 Business Segments 181
7.38.2 Manufacturing Locations, Capabilities, and Certifications 182
7.38.3 Recent Company Specific News and New Product Offerings 182
7.38.4 JVs and Partnerships 182
7.38.5 Sales Reps and Distributors 183
7.39 Worldex 183
7.39.1 Business Segments 183
7.39.2 Fiscal Year Financial Overview 183
7.39.3 Manufacturing Locations, Capabilities, and Certifications 184
7.39.4 JVs and Partnerships 184
7.39.5 Sales Reps and Distributors 184
7.40 Xycarb Ceramics (now Schunk Xycarb Technology) 185
7.40.1 Business Segments 185
7.40.2 Fiscal Year Financial Overview 186
7.40.3 Recent Company Specific News and New Product Offerings 186
7.40.4 Manufacturing Locations, Capabilities, and Certifications 186
7.40.5 Sales Reps and Distributors 186

8 Appendices 187

TABLE OF FIGURES

Figure 1: Total Ceramics Market Forecast and Growth Estimates (2018-2025) 13
Figure 2: Global Economy and the Electronics Supply Chain (2020) 22
Figure 3: Worldwide Semiconductor Sales 23
Figure 4: Monthly Sales Trends of Taiwan Outsource Manufacturers 24
Figure 5: Semiconductor Revenues 2021 25
Figure 6: Semiconductor Wafer Area Shipments 25
Figure 7: 2020 Semiconductor Chip Applications 26
Figure 8: Mobile Phone Shipments WW Estimates 27
Figure 9: PC Notebook Shipments 27
Figure 10: U.S. Automotive Sales 28
Figure 11: Monthly Automotive Sales Trends 29
Figure 12: Global EV Trends 30
Figure 13: Semiconductor Spend per Vehicle Type 30
Figure 14: Semiconductor Content by Automotive Application 31
Figure 15: 3-month Average Semiconductor Equipment Billings 32
Figure 16: Capital Spending Trends by Technology Node 33
Figure 17: Overview of Logic Roadmap Trends 33
Figure 18: China IC Market and Production Trends 35
Figure 19: Leading-Edge Device Node Wafer Starts 38
Figure 20: Other Logic (12nm & above) and Device Wafer Starts 39
Figure 21: Global Semiconductor Materials Outlook 41
Figure 22: Ceramic Products for Semiconductor Applications 43
Figure 23: Fabricated Ceramics Components for Thermal Process 44
Figure 24: Fabricated Ceramics Components for Dry Etching Process 45
Figure 25: Total Ceramics Market Forecast and Growth Estimates (2018-2025) 53
Figure 26: 2020 Market Shares for All Ceramics (incl. SiC/CVD SiC) 56
Figure 27: WW Ceramics Components Forecast 59
Figure 28: Aluminum Nitride (AlN) Components Forecast and Growth Estimate 64
Figure 29: AlN Parts Fabricator Market Share Estimates (as a % of total revenues) 67
Figure 30: Alumina (+ other oxides) Component Revenue Forecast Estimate 68
Figure 31: Alumina + BN, YtO, ZrO Parts Fabricator Market Share Estimate (as a % of total revenues) 69
Figure 32: Al2O3 Semiconductor Components Revenues ($M’s) 70
Figure 33: 99.8% and HPA (99.99) Alumina Components Forecast (metric tons) 71
Figure 34: Silicon Parts, SiC Segments as a Percent of Total Revenues 72
Figure 35: CVD Components Market Revenues ($M’s USD) 72
Figure 36: SiC (+ CVD SiC) Components Market Shares (as a % of total revenues) 74
Figure 37: CVD SiC Components Market Forecast 75
Figure 38: CVD SiC Components by Share of Application (as % of total revenues) 76
Figure 39: CVD SiC Components Relative Pricing 77
Figure 40: 2020 Regional Shares of Equipment Components (% of end-use location) 78
Figure 41: Equipment and Silicon Parts Demand by for Logic and DRAM Technology Nodes 79
Figure 42: Global Bauxite Mining Locations (as a % of total metric tons) 82
Figure 43: Alumina Production by Region (as a % of total metric tons) 83
Figure 44: Specialty Alumina Powder by Supplier (Raw Material as a % of total metric tons) 83

TABLES

Table 1: Ceramic Segment Revenues and CAGRs 15
Table 2: 2021 TECHCET Critical Material Reports 19
Table 3: Global GDP and Semiconductor Revenues* 20
Table 4: World Bank World Economic Outlook 21
Table 5: Data Center Systems and Communication Services Forecast 2021 32
Table 6: Recent Investment and Fab/Plant Expansion Activity 34
Table 7: US Chips Act Provisions 37
Table 8: Total Fabricated Ceramic Components Revenue History and Forecast* 52
Table 9: Ceramic Fabricators (including SiC) Offerings 54
Table 10: 2020 TECHCET WW Ceramics Components 5-year Forecast 59
Table 11: Total SIC Components Market Revenues Forecast and CVD SiC Split ($M’s USD) 74
Table 12: Ranking of Ceramic Blank Manufacturers 81
Table 13: Product Offerings and Purity of Leading Alumina Powder Producers 84
Table 14: High Purity Silicon Carbide Powder Producers Ranking 85
Table 15: Ceramic Powder Suppliers & Capabilities 191
Table 16: High Purity Alumina Nitride Powder Producers Ranking 193


プレスリリース

好調なチップ需要はいつまで続くか?

材料の生産能力の制約が増加、2023年には改善の可能性(加州サンディエゴ、2021年10月11日)

[プレスリリース原文]

Chip Demand Riding High but for How Long?

Materials Capacity Constraints on the rise with possible correction in 2023

San Diego, CA, October 11, 2021: TECHCET warns of possible bull-whip effect from the 2020-2021 steep chip growth. A key factor that may ease any sudden inventory correction is limited materials capacity. All materials from wafers to wet chemicals are seeing signs of strain as lead-times are steadily increasing. Leadtime push outs result from the supply-demand imbalances and logistic bottlenecks caused by the still lingering effects from the COVID19 pandemic in 2020.

As shown below, from TECHCET’s proprietary Wafer Start Forecast, leading-edge device wafer starts are growing in excess of 12% in 2021. This, combined with the legacy devices, drives robust growth rates and adds to the supply-demand strain. Wafer suppliers and other process materials companies are challenged to meet demand from chip fabricators worldwide. TECHCET is hearing complaints of lead-time increases from nearly every material market segment, including wafers, targets, wet chemicals, and equipment consumables, among others. Lead-times of equipment consumables (parts) are at an all-time high, increasing 50% to 100% in most cases; some delivery lead-times are exceeding 9 months as opposed to 1-2 months, as stated in TECHCET’s recent Critical Materials Reports™ on Ceramics and Silicon Parts.

Chip Demand Riding High but for How Long? - Techcet

Over the past 15-20 years, materials suppliers have been hesitant to invest in additional capacity, especially in those regions of the world (US and Europe) that are losing chip production share relative to Asia. Past experience with unpredictable swings in the semiconductor market has lead some materials companies to over-invest, not aware of the downturn; the result is having to operate at a loss or close their doors. Looking at history, lower or negative growth dips tend to occur every 3-5 years. Hence, suppliers have experienced these cycles at least 4 times over the past 2 decades. As a result, suppliers have been very hesitant to invest. This behavior will likely limit overall growth throughout the value chain.

“As chip-making capacity grows, inventories will start to build; this type of behavior typically results in a slower growth by year 3,” stated Lita Shon-Roy, TECHCET’s President & CEO. “We normally don’t see more than two years of strong consecutive wafer start growth, and it is not clear whether this will result in a hard correction by 2023 or a soft landing. The bull-whip effect happens when a large swell in demand pulls on the supply-chain. Like a traffic jam, everyone speeds up just to get halted somewhere along the Highway. And as capacity is finally put online, the market corrects itself, demand drops, and supply shoots past demand.” Shon-Roy expects to see this occur sometime in 2H2023 or early 2024, cautioning that the economy will play a role in whether we come to a screeching halt or if the slow-down will be gradual enough for suppliers to adjust production levels to match demand.

Despite these cycles, the semiconductor market is expected to maintain strength over the next 5 years with CAGRs well above 5% YoY in spite of the challenges that COVID19 has brought to the world. As a result, growth investment in semiconductor production and materials is strong and is expected to continue in upcoming years.

 


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