Techcetの無料レポート「Briefing on Impact of US Chip Expansion on Chemical Supply-Chains」は2021年6月に出版された「米国の化学品サプライチェーンへのチップ拡張の影響 – Impact of Chip Expansion on US Chemical Supply-Chain」の抜粋版です。
- Short term Industry Outlook
- Announced US Fab Expansions
- Impact on Wafer Starts
- Impact on Bulk Chemical Requirements
- TECHCET Assessment
3rd Quarter Outlook on 2021 Semiconductor Materials
Revenues Top $57B With growth upsides through 2025
San Diego, CA, August 30, 2021: TECHCET—the electronic materials advisory firm providing business and technology information— announced 2021 semiconductor materials revenues will top $57B, growing by 8% to 30%, covering the spectrum of materials segments. CAGR for all materials is estimated to be at least 5.3% through 2025. The highest growth segments include wafers, equipment components, precursors, cleans, CMP, and photoresists. Wafers and chemical revenues are expected to get an extra boost as the supply-demand strain will likely push up ASPs. Additionally, there is a huge upside potential given expansions announced across the globe.
“Given the huge upsurge in chip demand, materials supply-chains are running just at demand, and lead-times are lengthening,” stated TECHCET President/CEO Lita Shon-Roy. “The equipment components area is especially hard hit. Quartz, silicon carbide, and ceramics have been quoting lead times up to nine months or longer. Wafers is another area we expect to see availability challenges, especially as we move into the second half of 2022.” Capacity expansions in several materials segments are starting to occur, which will help ease the demand strain and push up volumes and revenues in 2022. Current forecasts show a bullish 2022, with slower growth to follow as the supply-chain adjusts to easing demand. By mid-2024, the new chip fabs are expected to be ramping, resulting in another wave of good growth.