SEMABIZ, Inc. | ChosaReport.com

日本と海外の市場調査レポート＆サービスを取り扱っております。

半導体製造装置部品用石英市場レポート　2025-2026年

Quartz Equipment Components Market Report 2025-2026

半導体製造装置部品用石英市場レポート　2025-2026年：サプライチェーンと市場分析
Quartz Equipment Components Market Report 2025-2026: Supply-Chain & Market Analysis

商品番号：SMB-3022
出版社TECHCET
出版年月2025年7月
ページ数252
図表数99
価格タイプベーシックライセンス
価格USD 8,900
種別英文調査報告書

半導体製造に使用される石英加工部品の世界市場は2025年に約10％成長し、23億3,000米ドルに達すると米国の半導体専門調査会社TECHCETでは予測しています。この成長は石英部品市場は2024年の5.5％から引き続いています。

TECHCET（テクセット）「半導体製造装置部品用石英市場レポート　2025-2026年 – Quartz Equipment Components Market Report 2025-2026」は半導体デバイス製造に使用される石英ガラス部品の市場とサプライチェーンを調査・分析しています。レポート内で提供される市場データと分析はTECHCETのデータベースとシニアアナリストの経験、一次調査および二次調査の結果の全てが活用されています。高純度石英部品市場、原料となる砂／粉末からのサプライチェーン、基材も調査対象となっています。サプライヤ毎と地域毎の供給および市場のブレークダウンも行っています。さらに、半導体ウェーハ投入数の増加と装置システムの予測、技術開発、地域の動向を基に行った予測結果も提供しています。

当レポートの主な特長

  • 石英基材や石英部品など電子機器／半導体に関連する石英製品市場に着目。
  • 技術動向分析および高純度砂、基材メーカー、石英製造業者の詳細情報を掲載。
  • 業界動向を特定し、需要と供給の現状により業界が直面している欠点や問題を明確化。
  • 購入および業界の品質改善などの企業意思決定の際に参考となる情報を掲載。
  • サプライチェーンの管理者、プロセス統合、研究開発（R&D）幹部に関する情報を提供。事業展開と財政に関する分析も掲載
  • 主要サプライヤ情報、電子機器製品材料のサプライチェーンの問題／動向、サプライヤの市場シェア見込み、電子機器材料市場予測

主な掲載内容

  • エグゼクティブサマリー
  • 調査範囲、目的、メソドロジー
  • 半導体産業市場の現状と展望
  • 石英部品の市場動向
    • 石英製造部品ビジネス
    • 価格動向
    • 石英製造部品の技術概観
    • 地域別考察：石英部品
    • EHSと貿易／物流問題
    • 石英製造部品の市場動向に対するアナリストの評価
  • 供給側の市場勢力図
    • 石英部品の市場シェア：製造市場
    • M&A活動と提携関係
    • 工場拡大／投資
    • 工場閉鎖 – なし
    • 新規参入企業
    • 継続危機にあるサプライヤまたは部品／生産ライン
    • 石英サプライヤーに対するTECHCETのアナリストの評価
  • サブティアのサプライチェーン：石英
    • サブティアのサプライチェーン：原料と市場概観
    • サブティアのサプライチェーン：ディスラプション
    • サブティアのサプライチェンにおけるM&Aあるいは提携関係
    • サブティアのサプライチェーン：EHSと物流問題
    • サブティアのサプライチェーン：新規参入企業 –
    • サブティアのサプライチェーン：工場の最新情報
    • サブティアのサプライチェーン：工場閉鎖
    • サブティアのサプライチェーン：価格動向
    • サブティアのサプライチェーン：TECHCETのアナリストの評価
  • サプライヤの企業情報
    • APPLIED CERAMICS, INC
    • BEIJING KAIDE QUARTZ CO., LTD
    • DONGHAI HONGWEI QUARTZ PRODUCTS CO., LTD.
    • DS TECHNO CO., LTD.
    • FERROTEC HOLDINGS CORPORATION　など
  • 付録
    • 技術動向／技術的促進要因
プレスリリース

Description

This report covers the market and supply-chain for Quartz Fabricated Parts used in semiconductor device fabrication, and the supporting supply chain. 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. Topics include High Purity Fabricated Quartz Parts market, supply chain from raw sand/powder, and base materials. Effort has been made to provide breakdown of the supply and market by supplier as well as region. Forecasts are based on semiconductor wafer starts growth and equipment systems forecast as well as technology developments and regional dynamics.

  • Primarily focuses on the electronics/semiconductor related markets of quartz products, including quartz base materials and quartz components
  • Technological trend analysis, details on the supply-chain from high purity sand, base material manufacturers, and quartz fabricators are provided
  • Identifies trends of the electronics quartz industry, supply and demand highlights, and any shortcomings or issues faced by the industry
  • Provides guidance for business decisions relating to purchasing and industry quality improvement decisions
  • 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 electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments
  • Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst

ANALYST BIOGRAPHY

Danny Elzer – Sr. Technology Analyst

  • Responsible for Specialty Gases and Chemicals, Precursors, Mechanical Components and Assemblies, Ceramics, Quarts and related technologies.
  • Over 33 years experience in the semiconductor and specialty gases industries.
  • Previously Director at Entegris where he developed new applications and expanded the market for electrostatic chucks and specialty gas products. R&D and engineering management, business development, sales.
  • Experience in all wafer fab processes, Device engineering, Analytical lab, Metrology while at Motorola and Micron in fab-centric engineering and management roles.
  • BSEE from Rochester Institute of Technology and an MBA in technology Management from the University of Phoenix

Table of Contents

1 EXECUTIVE SUMMARY – QUARTZ FABRICATED PARTS

1.1 QUARTZ FABRICATED PARTS BUSINESS – MARKET OVERVIEW
1.2 QUARTZ FABRICATED PARTS BUSINESS – MARKET STRUCTURAL OVERVIEW
1.3 2024 QUARTZ FABRICATED PARTS MARKET LEADING INTO 2025
1.4 QUARTZ FABRICATED PARTS MARKET OUTLOOK
1.5 QUARTZ FABRICATED PARTS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
1.6 QUARTZ FABRICATED PARTS TECHNOLOGY TRENDS
1.7 QUARTZ FABRICATED PARTS MARKET SHARE – FABRICATION MARKET
1.8 FIRST QUARTER 2025 FINANCIALS OF TOP-4 SUPPLIERS
1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS – QUARTZ FABRICATED PARTS
1.10 ANALYST ASSESSMENT OF QUARTZ FABRICATED PARTS MARKET TRENDS

2 SCOPE, PURPOSE AND METHODOLOGY

2.1 SCOPE, 26PURPOSE METHODOLOGY
2.2 MARKET OVERVIEW AND DEFINITIONS – QUARTZ FABRICATED PARTS BUSINESS
2.3 OVERVIEW OF TECHCET CMR™ OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1 WORLDWIDE ECONOMY AND OUTLOOK
3.2 WORLDWIDE ECONOMY AND OVERVIEW
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
3.2.3 SEMICONDUCTOR SALES GROWTH
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK
3.3.2 PC OUTLOOK
3.3.3 SMARTPHONE OUTLOOK
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK
3.3.5 SERVERS / IT MARKET
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US
3.4.4 EQUIPMENT SPENDING TRENDS
3.4.5 TECHNOLOGY ROADMAPS
3.5 POLICY & TRADE TRENDS AND IMPACT
3.6 SEMICONDUCTOR PRODUCTION (WAFER STARTS*) AND MATERIALS OVERVIEW
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029
3.6.2 TECHCET ELECTRONIC MATERIALS MARKET FORECAST THROUGH 2028

4 QUARTZ PARTS MARKET TRENDS

4.1 QUARTZ FABRICATED PARTS BUSINESS – MARKET STRUCTURE
4.1.1 QUARTZ FABRICATED PARTS BUSINESS – MARKET OVERVIEW
4.1.2 2024 QUARTZ FABRICATED PARTS MARKET LEADING INTO 2025
4.1.3 QUARTZ FABRICATED PARTS MARKET OUTLOOK
4.1.4 QUARTZ FABRICATED PARTS 5-YEAR REVENUE FORECAST BY SEGMENT
4.1.5 QUARTZ FABRICATED PARTS PRODUCTION CAPACITY OF TOP SUPPLIERS
4.1.6 QUARTZ FABRICATED PARTS PRODUCTION BY REGION
4.1.7 QUARTZ FABRICATED PARTS SUPPLY VS. DEMAND BALANCE – OVERVIEW
4.1.7.1 SUPPLY VS. DEMAND BALANCE – QUARTZ FABRICATED PARTS
4.2 PRICING TRENDS
4.3 QUARTZ FABRICATED PARTS GENERAL TECHNOLOGY OVERVIEW
4.3.1 QUARTZ FABRICATED PARTS APPLICATIONS & TECHNOLOGY
4.3.2 QUARTZ FABRICATED PARTS APPLICATIONS DESCRIPTIONS
4.3.3 QUARTZ FABRICATED PARTS USAGE BY SEMI APPLICATION
4.3.4 QUARTZ FABRICATED PARTS – WAFER SIZE AND EFFECT ON QUARTZ REQUIREMENTS
4.3.5 QUARTZ FABRICATED PARTS TECHNOLOGY TRENDS
4.4 REGIONAL CONSIDERATIONS – QUARTZ FABRICATED PARTS
4.4.1 REGIONAL ASPECTS AND DRIVERS
4.4.2 REGIONAL ASPECTS AND DRIVERS – VOLUMES
4.5 EHS AND TRADE/LOGISTIC ISSUES
4.5.1 RUSSIA INVASION OF UKRAINE
4.5.2 YEMEN’S HOUTHI ATTACKS IN THE RED SEA AND GULF OF ADEN CONTINUE
4.5.3 PANAMA CANAL – HISTORIC DROUGHT IS OVER BUT GEOPOLITICS ARE A FACTOR
4.5.4 EHS ISSUES – ENVIRONMENTAL IMPACT
4.5.5 TRADE/LOGISTICS ISSUES
4.6 ANALYST ASSESSMENT OF QUARTZ FABRICATED PARTS MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

5.1 QUARTZ FABRICATED PARTS MARKET SHARE – FABRICATION MARKET
5.1.1 QUARTZ FABRICATED PARTS MARKET SHARE – COLD FABRICATION (MACHINING)
5.1.2 QUARTZ FABRICATED PARTS MARKET SHARE – HOT FABRICATION (FUSED)
5.1.3 CURRENT QUARTER – SUPPLIERS’ ACTIVITIES & REPORTED REVENUES – QUARTZ
5.1.4 FIRST QUARTER 2025 FINANCIALS OF TOP-4 SUPPLIERS
5.1.5 CURRENT QUARTER ACTIVITY – SHIN-ETSU
5.1.6 CURRENT QUARTER ACTIVITY – TOSOH QUARTZ
5.1.7 CURRENT QUARTER ACTIVITY – FERROTEC
5.1.8 CURRENT QUARTER ACTIVITY – WONIK
5.1.9 CURRENT ACTIVITY – HERAEUS COVANTICS
5.2 M&A ACTIVITY AND PARTNERSHIPS
5.3 PLANT EXPANSIONS / INVESTMENTS
5.4 PLANT CLOSURES – NONE
5.5 NEW ENTRANTS
5.6 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
5.7 TECHCET ANALYST ASSESSMENT OF QUARTZ SUPPLIERS

6 SUB-TIER SUPPLY-CHAIN, QUARTZ

6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
6.1.1 QUARTZ SUB-TIER SUPPLY-CHAIN MARKET BACKGROUND
6.1.2 QUARTZ SUB-TIER SUPPLY-CHAIN MARKET TRENDS
6.1.3 QUARTZ BASE MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT
6.1.4 SUB-TIER SUPPLY CHAIN: FUSED QUARTZ BASE MATERIALS MARKET SHARE – ALL FORMS
6.1.5 SUB-TIER SUPPLY CHAIN: FUSED QUARTZ BASE MATERIALS – TUBES AND RODS MARKET SHARE
6.1.6 SUB-TIER SUPPLY CHAIN: FUSED QUARTZ BASE MATERIALS – INGOTS AND BOULES MARKET SHARE
6.1.7 SUB-TIER SUPPLY CHAIN: QUARTZ BASE MATERIALS – SAND/POWDER MARKET SHARE
6.1.8 SEMICONDUCTOR-GRADE QUARTZ SUPPLY
6.1.9 SEMICONDUCTOR-GRADE QUARTZ SUB-TIER SUPPLIER NEWS
6.2 SUB-TIER SUPPLY-CHAIN – DISRUPTIONS
6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS
6.6 SUB-TIER SUPPLY-CHAIN PLANT UPDATES
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

APPLIED CERAMICS, INC.
BEIJING KAIDE QUARTZ CO., LTD
DONGHAI HONGWEI QUARTZ PRODUCTS CO., LTD.
DS TECHNO CO., LTD.
FERROTEC HOLDINGS CORPORATION
AND MORE …

8 APPENDIX

8.1 TECHNOLOGY TRENDS/TECHNICAL DRIVERS – OUTLINE
8.1.1 QUARTZ GENERAL TECHNOLOGY OVERVIEW & TECHNOLOGY TRENDS
8.1.2 CUSTOMER DRIVEN TECHNOLOGIES
8.1.3 NAND ROADMAPS AND CHALLENGES 3D NAND LEVELS W/ STACKS/TIERS
8.1.4 3D NAND PROCESS ADVANCES REQUIRED
8.1.5 MICRON UNVEILS BREAKTHROUGH NVDRAM: A DUAL-LAYER 32GBIT NON-VOLATILE FERROELECTRIC MEMORY WITH NEAR-DRAM PERFORMANCE
8.1.6 ADVANCED LOGIC ROADMAPS AND CHALLENGES – LOGIC TRANSISTOR EST. ROADMAP
8.1.7 ADVANCED LOGIC (FOUNDRY) NODE HVM ESTIMATE
8.1.7.1 THE SEMICONDUCTOR SHOWDOWN: SAMSUNG AND TSMC’S GAA FETS VS. INTEL’S RIBBONFET
8.1.8 ADV LOGIC FUTURE TECHNOLOGY CHALLENGES
8.1.9 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY
8.1.9.1 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY – DSA
8.1.9.2 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY: CENTURA SCULPTA BY APPLIED MATERIALS: SHAPING THE FUTURE OF SEMICONDUCTOR MANUFACTURING
8.1.9.3 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY: LINE EDGE ROUGHNESS REDUCTION THRU DEPOSITION
8.1.10 CFET ARCHITECTURE: CFET SCALING ADVANTAGE
8.1.10.1 CFET ARCHITECTURE: COMPLEMENTARY FETS (CFETS)
8.1.10.2 CFET ARCHITECTURE: CFET FUTURE PROSPECTS
8.1.11 INORGANIC EUV RESIST – SPIN ON DEPOSITION
8.1.11.1 INORGANIC EUV RESIST – ALD DEPOSITED
8.1.12 SELF ALIGNED MULTI PATTERNING – SADP
8.1.12.1 SELF ALIGNED MULTI PATTERNING – SAQP
8.1.12.2 SELF ALIGNED MULTI PATTERNING – PEALD EQUIPMENT
8.1.12.3 SELF ALIGNED MULTI PATTERNING – CAN SAQP BYPASS EUV BEYOND 7 NM?
8.1.13 EUV, MULTI PATTERNING AND GEOPOLITICS
8.1.14 AREA SELECTIVE DEPOSITION (ASD)
8.1.14.1 AREA SELECTIVE DEPOSITION (ASD) – TU EINDHOVEN SELECTIVE ALD ENABLED BY PLASMA PRETREATMENT
8.1.15 SPECIALTY/EMERGING DIELECTRIC AND APPLICATIONS

FIGURES

FIGURE 1.1: QUARTZ FABRICATED PARTS REVENUE FORECAST BY SEGMENT
FIGURE 1.2: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE (HOT & COLD)
FIGURE 1.3: TOP-4 QUARTZ MAKERS’ QUARTERLY COMBINED SALES
FIGURE 3.1: HISTORICAL AND FORECASTED GDP GROWTH (2000 – 2029)
FIGURE 3.2: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN
FIGURE 3.3: WORLDWIDE SEMICONDUCTOR SALES ($B)
FIGURE 3.4: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) MOMENTUM TRACKER
FIGURE 3.5: 2024 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.6: SMARTPHONE SHIPMENTS, WW ESTIMATES
FIGURE 3.7: GLOBAL LIGHT VEHICLE PRODUCTION FORECAST
FIGURE 3.8: US EV RETAIL SHARE FORECAST
FIGURE 3.9: AUTOMOTIVE SEMICONDUCTOR FORECAST ESTIMATES
FIGURE 3.10: AI VALUE FORECAST ($B’S USD)
FIGURE 3.11: SCALE OF TODAY’S AI-CENTRIC DATA CENTERS
FIGURE 3.12: TSMC PHOENIX FAB INVESTMENT TO EXCEED US $65B
FIGURE 3.13: ESTIMATED GLOBAL FAB INVESTMENT 2024-2029 ($858.6B)
FIGURE 3.14: ANNOUNCED PUBLIC STIMULUS AND RESPECTIVE SEMICONDUCTOR CHIP MANUFACTURING REGIONS
FIGURE 3.15: SEMICONDUCTOR SUPPLY CHAIN EXPANSIONS WITHIN THE US
FIGURE 3.16: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M)
FIGURE 3:17: TSMC LOGIC ROADMAP BY NODE
FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS MILLIONS OF 200MM EQUIVALENTS PER YEAR
FIGURE 3.19: TECHCET WORLDWIDE ELECTRONIC MATERIALS FORECAST
FIGURE 4.1: QUARTZ FABRICATED PARTS REVENUE FORECAST BY SEGMENT
FIGURE 4.2: FABRICATED QUARTZ COMPONENTS MARKET SHARE % BY SUPPLIER
FIGURE 4.3: 2023 QUARTZ FINISHED GOODS PRODUCTION BY COUNTRY (SUPPLY)
FIGURE 4.4: QUARTZ FABRICATED PARTS SUPPLY CAPACITY/DEMAND FORECAST
FIGURE 4.5: QUARTZ PRODUCTS FOR SEMICONDUCTOR APPLICATIONS
FIGURE 4.6: QUARTZ PRODUCTS FOR SEMICONDUCTOR APPLICATIONS
FIGURE 4.7: QUARTZ PRODUCTS FOR DRY ETCH APPLICATIONS
FIGURE 4.8: QUARTZ PRODUCTS FOR EPI APPLICATIONS
FIGURE 4.9: 2023 QUARTZ FABRICATED PARTS REVENUE SHARE BY REGION (SALES)
FIGURE 4.10: PANAMA CANAL SHIPPING
FIGURE 4.11: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES
FIGURE 4.12: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES
FIGURE 5.1: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE (HOT & COLD)
FIGURE 5.2: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE – COLD FABRICATED
FIGURE 5.3: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE – HOT FABRICATED
FIGURE 5.4: TOP-4 QUARTZ MAKERS’ QUARTERLY COMBINED SALES
FIGURE 5.5: WONIK CURRENT QUARTER FINANCIALS
FIGURE 5.6: #2 HERAEUS CONSOLIDATED 2023 FINANCIALS
FIGURE 5.7: REPRESENTATION OF QUARTZ CRUCIBLE IN SI INGOT GROWTH
FIGURE 5.8: REPRESENTATION OF QUARTZ COMPONENTS
FIGURE 6.1: QUARTZ PRODUCTS FOR SEMICONDUCTOR APPLICATIONS
FIGURE 6.2: QUARTZ BASE MATERIALS REVENUE FORECAST BY SEGMENT
FIGURE 6.3: ESTIMATED 2024 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING
FIGURE 6.4: ESTIMATED 2024 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING – TUBES AND RODS
FIGURE 6.5: ESTIMATED 2024 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING – INGOTS AND BOULES
FIGURE 6.6: ESTIMATED 2023 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING
FIGURE 8.1: END USE APPLICATIONS DRIVING NEW DEVICE PROCESSES
FIGURE 8.2: 3D NAND STACKING DRIVES DIELECTRICS AND METALS PRECURSOR VOLUME
FIGURE 8.3: 3D NAND PROGRESSION
FIGURE 8.4: 32 GB NVDRAM WITH 1T 1C MEMORY LAYERS
FIGURE 8.5: GATE STRUCTURE ROADMAP
FIGURE 8.6: ADVANCED LOGIC (FOUNDRY) NODE ROAD MAP
FIGURE 8.7: RIBBON FET
FIGURE 8.8: MONO LAYER NANO SHEETS CHANNELS
FIGURE 8.9: ALD/ALE ENHANCEMENT OF NANO IMPRINT LITHOGRAPHY
FIGURE 8.10: DIRECTED SELF-ASSEMBLY
FIGURE 8.11: DSA PATENT FILING BY COMPANY
FIGURE 8.12: DSA PATENT FILING SINCE 2023
FIGURE 8.13: WHAT IS PATTERN SHAPING?
FIGURE 8.14: REFINING EUV PATTERNING BY APPLIED MATERIALS
FIGURE 8.15: COMPLEMENTARY FET (CFET)
FIGURE 8.16: CFET IMPROVES PERFORMANCE IN TRACK SCALING
FIGURE 8.17: MONOLITHIC CFET PROCESS FLOW EXAMPLE
FIGURE 8.18: MCFET NEW FEATURE: MIDDLE DIELECTRIC ISOLATION
FIGURE 8.19: LOW TEMPERATURE GATE STACK OPTION EXAMPLES
FIGURE 8.20: LOW TEMPERATURE SD/CONTACT OPTION EXAMPLES
FIGURE 8.21: BSPDN ADVANTAGE: IR DROP REDUCTION
FIGURE 8.22: INCREASING NUMBER OF ALD STEPS REQUIRED BY NEXT GENERATION GAA-FET AND CFET
FIGURE 8.23: IMEC SUB-1NM TRANSISTOR ROADMAP, 3D-STACKED CMOS 2.0 PLANS
FIGURE 8.24: INPRIA SPIN ON INORGANIC RESIST IS MUCH THINNER THAN STANDARD STACKS OF PHOTO RESIST
FIGURE 8.25: PATENT FILING FOR MLD DEPOSITED EUV RESIST. SEARCH PERFORMED IN PATBASE
FIGURE 8.26: SADP PROCESS FLOW USING ALD SPACER
FIGURE 8.27: ONE OF MANY FLAVORS OF SAQP PROCESS FLOW
FIGURE 8.28: HUAWEI MAJOR SEMICONDUCTOR R&D CENTER IN SHANGHAI
FIGURE 8.29: SELECTIVE ALD ENABLED BY PLASMA PRETREATMENT
FIGURE 8.30: SPECIALTY/EMERGING DIELECTRIC APPLICATIONS FOR HETEROGENOUS INTEGRATIONS (APPLIED MATERIALS)

TABLES

TABLE 1.1: BREAKOUT OF FABRICATED QUARTZ MARKET BY HOT AND COLD FABRICATION
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: INITIALLY ANNOUNCED* US RECIPROCAL TARIFF SCHEDULE
TABLE 3.3: WORLDWIDE PC FORECAST BY SEGMENT
TABLE 3.4: IT MARKET SPENDING FORECAST, 2025
TABLE 4.1: BREAKOUT OF FABRICATED QUARTZ MARKET BY HOT AND COLD FABRICATION
TABLE 4.2: BREAKOUT OF FABRICATED QUARTZ MARKET BY HOT AND COLD FABRICATION REVENUE
TABLE 4.3: 2024 ESTIMATED FABRICATED QUARTZ COMPONENTS SHARE BY SUPPLIER
TABLE 4.4: QUARTZ FABRICATED PARTS SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.5: QUARTZ VOLUME BY SEMICONDUCTOR PROCESS APPLICATION
TABLE 4.6: COMPARISON OF TUBES AND BOATS ATTRIBUTES FOR 200MM AND 300MM PROCESSES
TABLE 4.7: REGIONAL QUARTZ MARKET ATTRIBUTES AND EXPANSION ACTIVITY
TABLE 4.8: 2024 REGIONAL QUARTZ VOLUMES CONSUMPTION
TABLE 5.1: MOST RECENT QUARTERLY QUARTZ SUPPLIER SALES
TABLE 5.2: SHIN-ETSU CURRENT QUARTER FINANCIALS
TABLE 5.3: TOSOH CORP FY 2025 FINANCIALS
TABLE 5.4: FERROTEC ANNUAL (ENDING 3/2024) FINANCIALS
TABLE 6.1: ESTIMATED HPQ (HIGH PURITY QUARTZ) VOLUMES
TABLE 8.1: LEADING EDGE LOGIC DESCRIPTIONS BY NODE (TSMC, INTEL)
TABLE 8.2: MULTIPATTERNING AT 7NM BY TSMC
TABLE 8.3: SELECTIVE DEPOSITION – SELECTIVELY DEPOSITED MATERIALS

プレスリリース

2025年に回復力を示す半導体製造プロセス用石英部品市場（TECHCET予測）

 限定的だった2024年の復調からの大幅な成長～注目される各地域での好景気と価格動向

2025年7月17日、カリフォルニア州サンディエゴ – 電子部品材料のアドバイザリー企業であるTECHCETは、半導体市場の復調により、AI対応チップを含むロジック、3D NAND、その他メモリーなどの先端ノードの収益に材料市場が部分的に反応したという調査結果を2024年に発表しました。この復調は全ての技術ノードやセクターに及ぶほどのものではなく、2024年の成長への影響はプラス4.5％程度のものでした。

TECHCET Projects Quartz Fabricated Parts Market Shows Resilience Entering 2025

半導体用石英部品市場は2025年に半導体技術ノードおよび応用市場においては幅広い回復を見せ、回復のスピードは2025年に加速されることが期待されています。2024年から2029年までの5年間の年平均成長率(CAGR)は7％になることが予測されています。成長要因としては、産業の回復、工場の強化、技術的発展が挙げられ、このような要因により半導体用石英の需要が促進されると見られています。

主なポイント

  • 先端ロジック、3D NAND、その他のメモリセグメントが産業の回復において重要な役割を担っている。3D NANDはHBM（高帯域幅メモリ）の台頭によりDRAMに比べると弱い状況にあるものの、エンタープライズSSDは有望。
  • 石英部品とそれを支えるサブサプライチェーンは2022年に始まった業界の低迷から回復しつつある。
  • 地域別の業績は地政学的な要因と半導体製品により異なるものの、顧客が供給の自給自足を求めるなか、特に中国では現地生産化への取り組みが活発化している。
  • 市場は現地の小規模企業を含む多くのプレーヤーによって支えられている。基材サプライヤーは特に中国で拡大を続けていることが確認されている。
  • SibelcoやThe Quartz Corpなどの主要原材料サプライヤーによる価格上昇は、価格上昇、マージン低下、あるいはその両方を通じて、石英の下流サプライチェーンに影響を与えています。

「TECHCET「半導体製造装置部品用石英市場レポート　2025-2026年 – Quartz Equipment Components Market Report 2025-2026」では下記をはじめとする半導体製造用石英部品および関連サプライヤについて詳細な調査結果を提供しています。

  • Applied Ceramics, Inc.
  • Beijing Kaide Quartz Co., Ltd.
  • Donghai Hongwei Quartz Products Co., Ltd.
  • Ds Techno Co., Ltd.
  • Ferrotec Holdings Corporation

[プレスリリース原文] TECHCET Projects Quartz Fabricated Parts Market Shows Resilience Entering 2025

Partial 2024 recovery sets up broader growth; regional activity and pricing trends in focus

San Diego, CA, July 18, 2025 – TECHCET— the electronic materials advisory firm—reports that in 2024, the materials market reacted to partial recovery in semiconductors, which was strongly driven by revenues for advanced nodes (Logic, 3D NAND, other memory), including AI-supporting chips. This recovery was not broad-based across all tech nodes or sectors. The total effect was ~+4.5% growth in 2024.

TECHCET Projects Quartz Fabricated Parts Market Shows Resilience Entering 2025

The market outlook for Quartz Fabricated Parts for Semiconductors remains resilient, with growth expected to experience a broader recovery across semi-tech nodes and applications in 2025, with acceleration expected as 2025 progresses. The five-year CAGR from 2024–2029 is estimated at 7%. Factors such as industry recovery, fab ramp-ups, and technological advancements will drive semiconductor quartz demand.

Key Insights:

  • Advanced Logic, 3D NAND, and other memory segments are playing a role in the industry’s recovery. 3D NAND remains weaker than DRAM, due to the rise of HBM (high bandwidth memory), though enterprise SSDs are a positive.
  • Quartz fabricated parts and the supporting sub-supply chain are recovering from the industry downturn that began in 2022.
  • Regional results vary due to geopolitics and semiconductor product mix, with growing localization efforts—especially in China—as customers push for supply self-sufficiency.
  • The market is supported by many players, including small regional companies. Base material suppliers are more defined but expanding—particularly in China.
  • Price increases from major raw materials suppliers such as Sibelco and The Quartz Corp. have impacted downstream quartz supply chain through price increase or margin reduction, or both.”

Additional insights are available in TECHCET’s Critical Materials Report™ on Quartz Fabricated Parts and associated suppliers such as Applied Ceramics, Inc., Beijing Kaide Quartz Co., Ltd, Donghai Hongwei Quartz Products Co., Ltd., Ds Techno Co., Ltd., Ferrotec Holdings Corporation and others, or request a sample report, visit https://chosareport.com/techcet-quartz-equipment-components/

※下記は2024年版のプレスリリースです。

半導体用石英部品市場は2024年に6％近く復調する見通し～市場は21億2,000万ドル規模へ（TECHCET予測）

地政学的リスクによりサプライヤーの現地化が進む

加州サンディエゴ、2024年9月18日 – 半導体材料のサプライチェーン情報を提供する電子材料のアドバイザリー企業であるTECHCETでは半導体用石英部品市場は2024年に6％近くの復調となり、21億2,000万ドル規模に達すると予測しています。特に先端ロジック、3D-NAND、その他の先端メモリーなどをはじめとした先端技術ノード向けのエッチングおよびCVDのステップカバレッジの増加、そして並行して進められた製造工場の生産能力拡大により、石英部品への需要が増加しました。 TECHECTの調査レポート「半導体製造装置部品用石英市場調査　2024-2025年 – QUARTZ EQUIPMENT COMPONENTS」では5年間の年平均成長率（CAGR）は約7％になると予測しています。

ウクライナへの侵攻、米国の対中関税、フーシ派の攻撃などの地政学的な問題が石英の取引における潜在的なリスクとなり、石英部品などの顧客企業が現地化を進める要因でもあります。エンドユーザーが現地サプライヤーに目を向けるようになったことで、中国国内の石英サプライヤーはさらなる成長を遂げています。中国での成長は、民間および政府からの資金提供により、さらに促進されています。中国での現地生産化を促進するもう1つの要因は、中国から輸入される加工部品に対し米国が最大25%の輸入関税を課していることです。

近年、石英材料業界は先端技術ノードに必要な品質パラメータを達成するために材料技術の改善に多大な努力を重ねてきました。先端技術ノードは高純度と成分分析証明書（CoA） による不純物の検証、機械的特性、許容差、再現性に対する要求を強めてきました。このような品質要件の追加はサプライヤーに圧力を与え続け、新規の参入を制限する可能性があります。

TECHCETは新刊レポート「半導体製造装置部品用石英市場調査　2024-2025年 – QUARTZ EQUIPMENT COMPONENTS」において、市場および技術の詳述、そしてサプライヤ情報など提供しています。

プレスリリース原文

Semiconductor Quartz Equipment Components Forecast

Geopolitical issues push end users towards local suppliers

San Diego, CA, September 18, 2024: TECHCET— tthe electronic materials advisory firm providing semiconductor materials supply chain information —is forecasting the semiconductor quartz fabricated parts market to rebound by almost 6% in 2024, reaching approximately $US 2.12 billion. Increasing demand for quartz components is driven by fab expansions alongside increases in etch and CVD steps for advanced tech nodes, especially true for advanced logic, 3DNAND, and other advanced memories. Looking forward, the 5-year CAGR is estimated around 7%, according to TECHCET’s newly released Quartz Equipment Components Critical Materials Report™.

Geopolitical issues such as the invasion of Ukraine, US-China trade tariffs, and the Houthi attacks present potential risks for quartz trade. These factors have increased customer drive toward localization, including for quartz components.  For example, quartz suppliers within China are seeing additional growth as end users turn to local suppliers. Growth in China is further enabled by the availability of funding from private and government sources. Another contributing factor to China localization is the US import tariff up to 25% for fabricated parts imported from China.

In recent years, the quartz material industry has made significant effort to improve material technology in order to achieve required quality parameters for advanced technology nodes. Advanced technology nodes have heightened demand for higher purity and validation of CoA impurity, as well as mechanical properties, tolerances, and repeatability. These additional quality requirements have and will continue to push suppliers, which could limit new ones from entering the space.

The newly released TECHCET Equipment Components Critical Materials Report™ on Quartz contains details on market and technology trends and supplier profiles.

半導体・エレクトロニクスの最新記事8件