半導体向け石英市場調査　2023年

出版：TECHCET（テクセット）　出版年月：2023年6月

QUARTZ: Material Segment, Fabricated Parts, Base Materials For Semiconductor Applications
半導体向け石英市場調査　2023年：半導体向け材料セグメント、二次加工品、母材

※Chapter 7（Supplier Profiles）のページ数は含まれていません。

レポート目次　　お問合せ・ご注文　　価格・納期について

Techcet（テクセット）「半導体向け石英市場調査　2023年：半導体向け材料セグメント、二次加工品、母材 – QUARTZ: Material Segment, Fabricated Parts, Base Materials For Semiconductor Applications」は半導体製造に欠かせない石英（クオーツ）市場を対象に、半導体向け材料、二次加工品、母材などに関する調査・分析結果を掲載しています。また関連企業情報も提供します。

当レポートの主な特長

• 石英基材および石英部品を含む石英製品市場に着目。
• 技術動向分析および高純度砂、母材メーカー、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。サプライヤの市場シェアも提供。

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
   1. 半導体産業市場の現状と展望
   2. 世界経済
   3. 電子製品市場
   4. 半導体製造の成長と拡大
   5. 半導体材料展望
4. 材料市場の促進要因と阻害要因
5. 石英サプライヤー市場環境
6. 二次材料供給業者のサプライチェーン
7. サプライヤの企業情報（ファブリケータ）

Description

This report aims to provide an overview of the quartz material and parts supply chain, serving the semiconductor industry. This information about this critical material is essential in the running of the semiconductor wafer fabs across the world. The goal is to annually track the state of the industry; the health of the supply and demand; to pinpoint any shortcomings or issues faced by the industry; and to provide a guidance for purchasing and industry quality improvement decisions. We hope to provide a dialog and feedback opportunities for related stakeholders to fine-tune and better manage the supply ups and downs. The report contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research.

• 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
  material segments

ANALYST BIOGRAPHY

Kuang-Han Ke is TECHCET’s Senior Analyst covering consumable equipment components including quartz, silicon, and ceramics/SiC parts. He has over 25 years of semiconductor industry experience, including systems engineering design of four
generations of plasma etch chambers for Applied Materials, leading to an installed base of nearly 10,000 chambers worth more than US$3.5 billion. He troubleshot etch, CVD, PVD, and CMP process equipment, was in charge of the semiconductor
equipment and precision machine tools industries in the Ministry of Economic Affairs in Taiwan and was an expert adviser for the Taiwan “Industry 4.0/Productivity 4.0” national initiative. At SEMI, he oversaw industry technology, standards, and market
statistics in Taiwan. He taught semiconductor equipment courses at Yuan-Zi University. He started 5 companies, mentored startup companies, participated in 3 IPOs in Taiwan, and launched a satellite in 2022. His interests cover semiconductor, new space, medical equipment, and precision machinery industries. He holds a M.S. in Aeronautics and Astronautics from Stanford
University, a B.S. in Aerospace Engineering & Mechanics from the University of Minnesota, Twin Cities, and more than 10 patents.

目次

Table of Contents

1 Executive Summary……………… 8

1.1 Highlight Material Segment Business Overview…………8
1.2 Highlight Material Segment Market Trends ………….9
1.3 Highlight Material Segment Technology Trends ………..9
1.3.1 5-Year Material Forecast……………. 9
1.4 Competitive Landscape………………10
1.5 EHS Issues/Concerns ……………..11
1.6 Analyst Assessment …………….11
1.6.1 Base Materials………………. 11
1.6.2 High-Purity Quartz Powder………….. 12

2 Scope, Purpose and Methodology………… 13

2.1 Scope…………………13
2.2 Purpose …………………13
2.3 Methodology………………13
2.4 Overview of Other TECHCET CMR™ Reports……….14

3 Market Outlook…………….. 15

3.1 Semiconductor Industry Market Status & Outlook………15
3.2 Global Economy ………………15
3.2.1 Semiconductor Industries Ties to the Global Economy…… 17
3.2.2 Semiconductor Sales Growth…………… 17
3.2.3 Taiwan Monthly Sales Trends……………. 18
3.2.4 2023 /Semiconductor Industry Outlook……….. 19
3.3 Electronic Goods Market …………….20
3.3.1 Electronic Goods Market……………. 20
3.3.2 Automotive Sales…………….. 22
3.4 Semiconductor Fabrication Growth & Expansion……….24
3.4.1 Fab Expansion Announcement Summary ………… 24
3.4.2 Worldwide Fab Expansion Driving Growth ……….. 25
3.4.3 Equipment Spending Trends………….. 26
3.4.4 Technology Roadmaps …………… 27
3.4.5 Policy and Trade Issues ……………. 28
3.5 Semiconductor Materials Outlook ………….28
3.5.1 Could Materials Capacity Limit Chip Production Schedules….. 29
3.5.2 Continued Logistics Issues Plague the Western World ……. 29
3.5.3 Wafer Start Growth and Materials…………. 29
3.5.4 Materials Forecast ……………… 31

4 Material Market Drivers & Dynamics ………… 33

4.1 Quartz Material Applications and Suppliers……….33
4.1.2 Thermal Processes……………. 35
4.1.3 Dry Etching Process ……………. 35
4.1.4 Plasma CVD ………………. 36
4.1.5 Epitaxial Process……………. 36
4.1.6 Lithography Process ……………… 37
4.2 Impact of Silicon Wafer Size Issues on Fabricated Parts ……..37
4.3 Material Shortages and Supply Chain Constraints ……..38
4.4 Technical Drivers / Material Changes and Transitions ……..39
4.4.1 Material Trends for the Leading-Edge…………. 40
4.4.2 Trends/Impact/Status of Legacy Materials (200 mm & 150 mm)….. 41
4.5 Comment on Regional Trends/Drivers ………….41
4.6 EHS, Logistic, AND Exogenous (Weather) Market Issues……..42

5 Quartz Supplier Market Landscape ………….. 44

5.1 M&A Activity……………….44
5.2 Expansions or New Plants of Existing Suppliers ………..44
5.3 Suppliers or Parts/Product Line That Are at Risk of Discontinuation …..45
5.4 Pricing Trends ………………..45
5.5 Market Size and Forecast…………….45
5.6 Quartz Fabrication Market Shares…………..47
5.7 Supply Chain and Innovations …………….52
5.8 Quartz Fabrication by Process Segment 55 ……….54
5.9 Quartz Fabrication Market Leadership By Region………56

6 Sub tier Material Supply Chain…………. 58

6.1 Sub-Tier, Quartz Base Materials ……………58
6.2 Quartz Powder……………….63
6.3 Other Industrial Uses for Quartz Base Material…………64
6.4 Raw Supply Chain Disruptions and Logistics Issues……….64
6.5 M&A Activity……………….64
6.6 Raw Material EHS Issues ………………64
6.7 New Entrants ……………….65
6.8 New Plants or Expansions…………….65
6.9 Plant Closures ………………..65
6.10 Products at risk of discontinuation ………….65
6.11 Raw Material Pricing Trends……………65

7 Supplier Profiles (Fabricators)…………… 66

TABLE OF FIGURES

Figure 1: Fabricated Quartz Components Market Share by Supplier ………10
Figure 2: 2022 Quartz Base Materials Market Share by Supplier …………12
Figure 3: Global Economy and the Electronics Supply Chain (2022)……….17
Figure 4: Worldwide Semiconductor Sales ……………..18
Figure 5: Monthly Sales Trends of Taiwan Outsource Manufacturers……….19
Figure 6: 2023 Semiconductor Revenue Outlook ……………19
Figure 7: 2022 Semiconductor Chip Applications……………20
Figure 8: Mobile Phone Shipments WW Estimates……………21
Figure 9: Worldwide PC and Tablet Forecast, 2021, Q3…………..21
Figure 10: Electrification Trend by World Region…………..22
Figure 11: Semiconductor Spend per Vehicle Type…………..23
Figure 12: Chip Expansions 2022-2027, about US$336 B …………..24
Figure 13: US Chip Fab Expansions ………………25
Figure 14: Semiconductor Chip Manufacturing Regions of the World ……….26
Figure 15: Global Total Equipment Spending by Segment (USD B ………..27
Figure 16: Europe Chip Expansion Upside…………….29
Figure 17: TECHCET Wafer Start Forecast by Node…………….30
Figure 18: TECHCET Wafer Start Forecast for < 45 nm and below Logic……..31
Figure 19: Global Semiconductor Materials Outlook …………32
Figure 20: Quartz Products for Semiconductor Applications ………..34
Figure 21: Quartz Products for Semiconductor Applications ………..35
Figure 22: Fabricated Quartz Components for Dry Etching Process……..36
Figure 23: Fabricated Quartz Components for Batch Epitaxial Process……..37
Figure 24: Fabricated Quartz Revenue History and Forecast………..46
Figure 25: 2022 Total Fabricated Quartz Components Market by Supplier………48
Figure 26: 2022 Cold Work (SW) Fabrication Market Share (as a % of Total Revenues)….49
Figure 27: 2022 Hot Work (Batch) Fabrication Market Share (as a % of Revenues) ….50
Figure 28: Wafer Fabrication Equipment Revenues of Leading Etch and Deposition Companies 55
Figure 29: Estimated 2022 Quartzware Market Size by Region ………..57
Figure 30: Base Materials Revenue History and Forecast …………..59
Figure 31: Total 2022 Quartz Base Materials Market Share by Supplier ……….60
Figure 32: 2022 Ingot Market Share ………………..62
Figure 33: 2022 Rod/Tube Market Share ………………62
Figure 34: Quartz Powder Market Share ………………63

TABLES

Table 1: 2023 TECHCET Critical Material Reports…………..14
Table 2: Global GDP and Semiconductor Revenues…………..1
Table 3: IMF World Economic Outlook ………………16
Table 4: Data Center Systems and Communication Services Forecast 2023 ……..23
Table 5: Quartz Size and Weight Increase from 200mm to 300mm Thermal Process…..38
Table 6: Summary of Key Fabricators Expansion Projects…………..44
Table 7: Total Fabricated Quartz Components Revenue History and Forecast*……46
Table 8: Which Quartz Fabricators Supply to OEM or IDMs? …………53
Table 9: Quartz Fabricator Market Ranking by Region 2022…………56
Table 10: Total Base Materials Revenue History and Forecast …………58

Strained but Expansion Plans being Pulled-in

San Diego, CA, May 31, 2022: TECHCET—the electronic materials advisory firm providing business and technology information— announced the 2021 worldwide market for fabricated quartz parts reached US$1,718 million, growing 25% above 2020, with segments of the market in Taiwan and Korea growing over 30%. The global fabricated quartz parts market will expand another 18% in 2022.

In addition to the fabricated parts segment of the quartz market, the base material segment (tubes, rods, ingots, and boules) underwent 27% revenue growth in 2021 and is forecasted to increase 18% or so in 2022. The base material industry segment is in a healthy position because of this positive revenue growth. Base material suppliers are able to invest so to keep up with forecasted industry demand going forward, thus TECHCET does not foresee any shortage of quartz base materials. However, fabricated components supply remains constrained.

As outlined in TECHCET’s newly released report on the Quartz Materials , fabricated quartz components supply is out of balance with demand and strained given the hot market conditions that started in 2021 that are continuing into 2022. The supply chain continues to adapt and work through production and logistic issues; however TECHCET observes backlogs and extended lead-times for these products.

“Production issues were the norm in 2021 given strong market demand, and issues have remained so far in 2022”, said Kuang-Han Ke, TECHCET’s Senior Analyst covering consumable equipment parts. “Current sentiment is that quartz suppliers are starting to pull in expansion plans scheduled for 2023 into 2022. Expansion plans are starting to happen”.

Like other semiconductor industry supply chain sectors, the fabricators need to address issues with delivery schedules, planning for the acquisition of needed production equipment, and the hiring and training of new personnel.

It is interesting to observe that both fab and QEM customers focused quartz parts sourcing in 2021 towards the major and mid-size fabricators. This trend has contributed to the supply chain strain and delivery backlogs. There are options available for customers to work with and develop smaller suppliers to address supply chain issues, though this approach has some risks.