電子ガス市場調査レポート – CMRショートレポートシリーズ

出版：Techcet（テクセット）　出版年月：2021年7月

2021 CMR Short Report- Gases

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Techcet出版の当調査レポートは電子ガス市場を簡潔に解説・分析したCMRショートレポートシリーズの一冊です。

当レポートの特徴

• 半導体製造に使用されるガスに関する有用な情報を50ページで提供。さらに40ページの主要サプライヤ情報
• 電子ガスのうち、He、Xe、Ne、NF 3、Kr 6の動向と5年予測
• 技術動向に関する情報
  • ロジックおよびメモリーウエハーの予測
  • 3D NANDのロードマップ
  • ロジック、DRAM、NANDなどの中国の状況
• アナリスト評価を含む主要サプライヤ情報をコンパクトに掲載

NEW for 2021: TECHCET Short Report on the Electronic Gases Market

• 50 pages of actionable information on critical gases for semiconductor processing
• Electronic gases trends for He, Xe, Ne, NF3, Kr, WF6 and 5 year forecasts
•  Provides informative Technology Trends for Logic and Memory Wafer Forecast, 3D NAND roadmaps, China Status for Logic, DRAM, NAND and more!
• Included in this short but compact report are selected Supplier Profiles with analyst assessments.

目次

1 EXECUTIVE SUMMARY 7
1.1 Electronic Gas Market Size and Growth 8
1.2 5-year Specialty Gas Demand 9
1.3 Competitor Positioning and M&A 10
1.4 Changes and Market Shifts 11

2 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 12
2.1 Semiconductor Industries Ties to the Global Economy 13
2.1.1 Semiconductor Sales Growth 14
2.1.2 Taiwan Monthly Sales Trends 15
2.2 Changes and Shifts in the Industrial Gas Market 16
2.3 Equipment Spending Trends 17
2.4 Recent Investment and Fab/Plant Expansion Activity 19
2.5 Leading Edge Nodes Drive Materials Growth 21
2.6 Semiconductor Process Materials Market Forecast 22
2.7 Overall China Market Trends 23

3 ELECTRONIC GASES TRENDS 25
3.1 Helium Demand 26
3.2 Xenon Demand 27
3.3 Neon Demand 28
3.4 Krypton Demand 29
3.5 NF3 Demand 30
3.6 WF6 Demand 31

4 MARKET DYNAMICS 32
4.1 Helium Projects 33
4.1.1 HE Production Share Shifting East 35
4.1.2 Pricing Trend – U.S. Helium 36
4.2 Supply Chain Disruptions Due to COVID-19 37
4.2.1 Carbon Dioxide Shortages Continue Due to COVID-19 38
4.3 Texas Freeze 39
4.4 China New Entrant – Huate Gas 40

5 TECHNOLOGY TRENDS 41
5.1 Logic and Memory Wafer Forecast 42
5.2 DRAM Peripheral Transistor High- Metal Gate
(HKMG) and EUV 43
5.3 Foundry & Logic Roadmaps 44
5.4 Leading Edge Logic Roadmap 45
5.5 3DNAND Technology Roadmap 47
5.6 China Status Logic, DRAM and NAND 48

6 NON-SEMI MARKET OPPORTUNITIES 49
6.1 Photovoltaics 50
6.2 Flat Panel Display (LCD & G7) 51
6.2.1 Flat Panel Display Supply/Demand 52
6.3 Segmentation of Gases for FDP 53
6.4 Key Takeaways of Non-Semi Market Opportunities 54

7 SUPPLIER PROFILES 55

Air Liquide 58
DuPont 64
Linde 68
Merck/EMD Electronics 75
Taiyo Nippon Sans Corp 82
Guangdong Huate Gas 90

APPENDIX 94
Summary Table M&A Activities 95

List of Figures
Figure 1: Electronic Market Growth, US$ M) 8
Figure 2: Global Economy and the Electronics Supply Chain(2020) 13
Figure 3: Worldwide Semiconductor Sales 14
Figure 4: Worldwide Semiconductor Sales
(TSMC, UMC, VIS, ASE, 
ChipMOS, KYEC) 15
Figure 5: 3-month Average Semiconductor Equipment Billings 17
Figure 6: Capital Spending Trends by Technology Nodev 18
Figure 7: Advanced Nodes Wafer Starts History & Forecast 21
Figure 8: Global Semiconductor Materials Outlook 22
Figure 9: China IC Market and Production Trends 23
Figure 10: He WW Demand (Million Liters/Yr) 26
Figure 11: Total Xenon Demand (Million Liters/yr) 27
Figure 12: Total Neon Demand (Million Liters/Yr) 28
Figure 13: Total Krypton Demand (Million Liters/Yr) 29
Figure 14: NF3 Demand 30
Figure 15: WF6 Forecast 31
Figure 16: HE Production Share Shifting East 35
Figure 17: US Plant Production of Ethanol 38
Figure 18: Annual Wafer Starts 42
Figure 19: Samsung DRAM Cell D/R Trend 43
Figure 20: Logic/Foundry Roadmap for Volume Production
(IC Insights, Feb 2021) 44
Figure 21: IMEC 2021 Logic Roadmap 45
Figure 22: IMEC 2021 Logic Roadmap 46
Figure 23: 3DNAND Technology Roadmap 47
Figure 24: Figure 24: SMIC Locations and YMTC 64 layer 
3D NAND 48
Figure 25: Diversification of Global Solar PV Market 50
Figure 26: OLED Display Capacity Growth 51
Figure 27: Large Are Supply/Demand by quarter 52
Figure 28:Electronic Specialty Gases & Bulk Gases 53

List of Tables
Table 1: 5-Year Electronic Gas Supply & Demand 9
Table 2: Major Asset Change Due to Linde-Praxair Merger 16
Table 3: Major Asset Change Due to Linde-Praxair Merger 19
Table 4: M&A Activities – For All Major Gas Suppliers
(Regardless of Industry) 57