シリコン部品:サプライチェーンと市場分析

出版:Techcet(テクセット) 出版年月:2021年11月

シリコン部品:サプライチェーンと市場分析
Silicon Parts: SUPPLY-CHAIN & MARKET ANALYSIS
A CRITICAL MATERIALS REPORT

ページ数 172
図表数 77
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「シリコン部品:サプライチェーンと市場分析Silicon Parts: SUPPLY-CHAIN & MARKET ANALYSIS」レポートはシリコンパーツ市場および関連サプライヤーを詳細に調査・分析しています。サプライヤーについては企業毎の基本情報を提供しています。

主な掲載内容(目次より抜粋)

  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. 半導体産業の市場展望
  4. シリコン部品の市場動向
    1. シリコン部品の市場規模と予測
    2. 市場動向概観
    3. シリコン部品の用途
    4. シリコン部品を使用する非半導体用途でのサプライチェーン
    5. 技術動向:シリコン部品とシリコンカーバイドの比較
    6. 貿易問題
    7. サブティアサプライチェーン:REC Silicon
    8. 最前線における材料動向
    9. 既存材料の動向/影響/状況
    10. 地域別動向/成長促進要因
    11. 世界の運輸動向
  5. 市場環境(加工業者)
    1. 材料市場規模と予測
    2. 加工:地域別シリコン部品加工業者
    3. 加工:シリコン部品加工業者の市場シェア
    4. OEM上位3社:LAM RESEARCH, TEL, AMAT
    5. 2020年のサプライヤ別シリコン加工業者の市場シェア
    6. ファブの設備投資
    7. サプライヤの動き
  6. サブティアのサプライチェーン
    1. 原材料源と状況 – ポリシリコン
    2. 基材 – シリコンインゴット
    3. サプライチェーンのディスラプション/阻害要因
    4. その他の産業における使用状況
  7. テクセットのアナリストによる評価
  8. サプライヤ情報

The Silicon Components Report focuses on silicon used for and with semiconductor and LED process equipment. Parts revenues by OEM tool set and regional shares are provided in addition to market growth forecast and fabricator market shares. Future requirements are discussed including a comparison with silicon carbide.

Analyst

Allan Wiesnoski – Sr Analyst of TECHCET in charge of market analysis of Silicon Parts Components. He has worked in the semiconductor industry for more than 30 years as an expert in etch and deposition applications and business development. Before TECHCET he was Aixtron’s Sr. Group Manager focused on their deposition tool product line, providing direction on manufacturing and development to meet customer requirements. He was Co-Founder and VP of Product Development of PlasmaSi, which was acquired by Aixtron. Prior to PlasmaSi, he worked at Mattson Technology, where he oversaw Etch Systems Strategic Marketing, and at LAM Research where he developed and tested various etch processes as their Sr. Etch Process Engineer. He holds a BS in Chemical Engineering from University of California at San Diego and has co-authored multiple patents and publications on etch and deposition technology.

Shaoyan(Yan) Luo – Jr.Analyst of TECHCET in charge of identification of economic trends, market research and forecast modeling. She is tri-lingual in English, Chinese and Korean and works to support the Company’s customers from Far East to West. She has a B.S. degree in Mathematics/Economics from the University of California at San Diego.


目次

1 EXECUTIVE SUMMARY 10

1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR MARKET 11
1.2 OVERVIEW OF THE 2020 SILICON PARTS MARKET 12
1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS 13
1.4 TOP 3 CONCERNS ABOUT SUPPLY AVAILABILITY 14
1.5 TOP 3 OPPORTUNITIES FOR GROWTH IN THE INDUSTRY 15

2 SCOPE, PURPOSE AND METHODOLOGY 16

2.1 SCOPE 17
2.2 PURPOSE 18
2.3 METHODOLOGY 19
2.4 OVERVIEW OF OTHER TECHCET CMR? REPORTS 20

3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK 21

3.0 SEMICONDUCTOR INDUSTRY STATUS & OUTLOOK 22
3.1 SEMICONDUCTOR INDUSTRY TIED TO WORLDWIDE ECONOMY 23
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 25
3.1.2 SEMICONDUCTOR SALES GROWTH 26
3.1.3 TAIWAN MONTHLY SALES TRENDS 27
3.1.4 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST 28
3.2 ELECTRONIC GOODS MARKET 29
3.2.1 SMARTPHONES 30
3.2.2 PC UNIT SHIPMENTS 31
3.2.3 AUTOMOTIVE SALES 32
3.2.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES 33
3.2.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS 34
3.2.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 35
3.2.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM 36
3.2.4 SERVERS / IT 37
3.2.4.1 SERVERS / IT, CONTINUED – FORECASTS 38
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 39
3.3.1 EQUIPMENT SPENDING TRENDS 40
3.3.2 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY 42
3.4 POLICY & TRADE TRENDS AND IMPACT 44
3.4.1 POLICY AND TRADE ISSUES 45
3.4.2 U.S. CHIPS ACT 47
3.4.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY 48
3.4.4 OVERALL CHINA MARKET TRENDS 49
3.5 SEMICONDUCTOR MATERIALS OUTLOOK 51
3.5.1 TECHCET WAFER START FORECAST 52
3.5.2 SEMICONDUCTOR – LEADING EDGE NODE GROWTH 53
3.5.3 WAFER STARTS OTHER DEVICES 54
3.5.4 SEMICONDUCTOR MATERIALS MARKET FORECAST 55

4 SILICON PARTS MARKET TRENDS 56

4.1 SILICON PARTS MARKET SIZE AND FORECAST 57
4.2 MARKET TRENDS OVERVIEW 58
4.3 SILICON PARTS APPLICATIONS 59
4.3.1 LARGE VS. SMALL DIAMETER PARTS – CAPITAL EXPENDITURE OF FAB EQUIPMENT 60
4.3.2 200MM EQUIPMENT MARKET TRENDS 61
4.4 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS SUPPLY-CHAIN 62
4.5 TECHNOLOGY TRENDS – SILICON PARTS VS. SILICON CARBIDE 63
4.6 TRADE ISSUES – TARIFFS AND CHINA 64
4.7 SUB-TIER SUPPLY-CHAIN: DISTRIBUTIONS – REC SILICON 65
4.7.1 SUB-TIER SUPPLY-CHAIN: SILICON PARTS NEW ENTRANTS – OCI 66
4.8 MATERIAL TRENDS FOR THE LEADING-EDGE 67
4.9 TRENDS/IMPACT/STATUS OF LEGACY MATERIALS, 5G 68
4.10 REGIONAL TRENDS/DRIVERS 69
4.11 GLOBAL TRANSPORTATION TRENDS 70

5 MARKET LANDSCAPE (FABRICATORS) 71

5.1 MATERIALS MARKET SIZE & FORECAST 72
5.1.1 MATERIALS MARKET SIZE & FORECAST, CONTINUED 73
5.1.2 MATERIALS MARKET SIZE & FORECAST, CONTINUED 74
5.2 FABRICATION – SILICON PARTS FABRICATORS BY REGION 75
5.2.1 FABRICATION – SILICON PARTS FABRICATORS BY REGION, CONTINUED 76
5.3 FABRICATION – SILICON PARTS FABRICATORS MARKET SHARE 77
5.3.1 FABRICATION – SILICON PARTS FABRICATORS MARKET SHARE,CONTINUED 78
5.4 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT: LAM RESEARCH 79
5.4.1 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT: LAM RESEARCH 80
5.4.2 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT 81
5.4.3 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT 82
5.5 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 83
5.5.1 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER, CONTINUED 84
5.5.2 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER,ANALYSIS 85
5.5.3 2020 SILICON FABRICATOR BY REGION, CONTINUED 86
5.6 FAB EQUIPMENT SPENDING 2016 ~ 2022 87
5.6.1 FAB EQUIPMENT SPENDING BY REGION 88
5.7 SUPPLIERS ACTIVITY – M&A ACTIVITY 89
5.7.1 SUPPLIERS ACTIVITY – NEW PLANTS/NEW ENTRANTS 90
5.7.2 SUPPLIERS ACTIVITY – NEW PLANTS/NEW ENTRANTS, CONTINUED 91
5.7.3 SUPPLIERS ACTIVITY – RECENTLY CLOSED PLANTS OR ”TO BE” CLOSED PLANTS 92

6 SUB-TIER MATERIAL SUPPLY CHAIN 93

6.1 RAW MATERIAL SOURCE AND STATUS – POLYSILICON 94
6.1.1 RAW MATERIAL SOURCE AND STATUS – POLYSILICON, CONTINUED 95
6.1.2 RAW MATERIAL SOURCE AND STATUS – POLYSILICON, ANALYSIS 96
6.1.3 RAW MATERIAL SOURCE AND STATUS – POLYSILICON, ANALYSIS, CONTINUED 97
6.2 BASE MATERIAL – SILICON INGOT 98
6.2.1 BASE MATERIAL – SILICON INGOT MANUFACTURERS/SUPPLIERS 99
6.2.2 CHINA SILICON INGOT MANUFACTURER ? THINKONSEMI 100
6.2.3 SILICON INGOT – HISTORICAL PRICES 2002~2019 101
6.4 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS 102
6.4.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS, CONTINUED 103
6.5 OTHER INDUSTRIAL USES 104

7 TECHCET ANALYST ASSESSMENT 105

7.1 BENEFITS OF SILICON AS A MATERIAL FOR EQUIPMENT PARTS 106
7.1.1 BENEFITS OF SILICON AS A MATERIAL FOR EQUIPMENT PARTS, CONTINUED 107
7.2 TECHCET ANALYST ASSESSMENT 108
7.2.1 TECHCET ANALYST ASSESSMENT, CONTINUED 109

8 SUPPLIER PROFILES 110

Silfex Inc.
Worldex/West Coast Quartz
HANA Materials Inc.
Hayward Quartz Technology, Inc.
Applied Ceramics, Inc.
FerroTec Corporation
CoorsTek, Inc.
Siliciumbearbeitung Andrea Holm GmbH
Dahe Thermo-magnetics Co., Ltd (Hangzhou)
Global Wafers (SunEdison Semiconductor, LLC)
Techno Quartz Inc.
DS Techno Co., Ltd.
SKC Solmics Co. Ltd.
Yerico Manufacturing Inc.
Thinkon Semiconductor Jinzhou Corp.
Sanwa Engineering Corp.
SungRim/Quartz Materials. Co.
Schunk Xycarb Technology Co.
Atecom Technology Co.
DAEWON/IMS DAEWON

FIGURES

FIGURE 1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY
CHAIN (2020) 25
FIGURE 2: WORLDWIDE SEMICONDUCTOR SALES 26
FIGURE 3: WORLDWIDE SEMICONDUCTOR SALES (TSMC, UMC, VIS, ASE,
CHIPMOS, KYEC) 27
FIGURE 4: SEMICONDUCTOR WAFER AREA SHIPMENTS 28
FIGURE 5: SEMICONDUCTOR CHIP APPLICATIONS 29
FIGURE 6: MOBILE PHONE SHIPMENTS WW ESTIMATES 30
FIGURE 7: PC NOTEBOOK SHIPMENTS 31
FIGURE 8 : U.S. AUTOMOTIVE SALES 32
FIGURE 9: MONTHLY AUTOMOTIVE SALES TRENDS 33
FIGURE 10: GLOBAL EV TRENDS 34
FIGURE 11: SEMICONDUCTOR SPEND PER VEHICLE TYPE. 35
FIGURE 12: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION. 36
FIGURE 13: AMAZON SERVER FARM 37
FIGURE 14: SEMICONDUCTOR REVENUE GROWTH FORECASTS (AS OF
MARCH 2020) 39
FIGURE 15: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE. 40
FIGURE 16: OVERVIEW OF LOGIC ROADMAP TRENDS 41
FIGURE 17: CHINA IC MARKET AND PRODUCTION TRENDS 49
FIGURE 18: 300 mm WAFER STARTS 53
FIGURE 19: > 32NM NODE LOGIC DEVICES GROWTH FORECAST
(200 mm EQUIV.) 54
FIGURE 20: GLOBAL SEMICONDUCTOR MATERIALS HISTORY & FORECAST 55
FIGURE 21: SILICON PARTS FROM SILFEX 56
FIGURE 22: 2020 SILICON PARTS BY EQUIVALENT WAFER SIZE 59
FIGURE 23: 2018 SILICON PARTS BY EQUIVALENT WAFER SIZE 59
FIGURE 24: TSMC FOUNDRY FACILITY 60
FIGURE 25: USED APPLIED MATERIALS 200 mm EQUIPMENT 61
FIGURE 26: AMOLED MATERIAL REVENUES – TV & MOBILE (M USD) 62
FIGURE 27: POLYSILICON PLANT IN MOSES LAKE 65
FIGURE 28: PRICING TREND IN POLYSILICON PROVIDED BY OCI 66
FIGURE 29: INCREASING DEGREE OF DIFFICULTIES WITH NODAL
TRANSITIONS 67
FIGURE 30: CONGESTION AT PORT OF LONG BEACH 70
FIGURE 31: 2020 SILICON FABRICATED PARTS REVENUES AND FORECAST
ESTIMATES (M USD) 72
FIGURE 32: 2020 SILICON FABRICATED PARTS REVENUES AND FORECAST
ESTIMATES (M USD) 73
FIGURE 33: 2020 SILICON PARTS CONSUMPTION BY END USE
LOCATION ESTIMATE 75
FIGURE 34: 2020 ETCH EQUIPMENT MARKET SHARE 77
FIGURE 35: GLOBAL ETCH EQUIPMENT MARKET SIZE (B USD) 78
FIGURE 36: LAM RESEARCH’S NEW PLASMA ETCHING SYSTEM FOR
CHIPMAKING PROCESS 79
FIGURE 37: LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT
REVENUES (M USD) 82
FIGURE 38: 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 83
FIGURE 39: PROJECTED HIGH-VOLUME FABS STARTING CONSTRUCTION 86
FIGURE 40: FAB EQUIPMENT SPENDING 87
FIGURE 41: 2020 FAB EQUIPMENT SPENDING (BILLION USD) 88
FIGURE 42: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR 95
FIGURE 43: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON
PARTS FABRICATION 99
FIGURE 44: THINKONSEMI 550MM SILICON WAFER (2020) 100
FIGURE 45: 2020~2019 AVERAGE POLYSILICON SPOT
MARKET PRICE ($/KG) 101
FIGURE 46: FERROTEC WAFER CLEANING ROOM 106

TABLES

TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 23
TABLE 2: WORLD BANK ECONOMIC OUTLOOK* 24
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES
FORECAST 2021. 38
TABLE 4: DEVICE MAKER INVESTMENT ACTIVITY 42
TABLE 5: DEVICE MAKER INVESTMENT ACTIVITY, CONTINUED 43
TABLE 6: US CHIPS ACT PROVISIONS 47
TABLE 7: 2020 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 84
TABLE 8: RAW MATERIAL SOURCE AND STATUS 97


プレスリリース

2021年のシリコン部品需要は供給量が上回る~市場成長率30%超が要因に

部品収益は9億ドルを超えると予測

[全文] 2021 Silicon Parts Demand Outstrips Supply as Market Grows >30%

Parts Revenues Expected to Exceed US $900M

San Diego, CA, November 19, 2021: TECHCET—the electronic materials advisory firm — announced silicon parts demand is outpacing supply given pandemic-induced needs for increased safety stocks and high chip production. Even if the pandemic subsides next year, the supply tightness is expected to continue beyond 2022 as parts will be needed to support growing 3DNAND and leading-edge logic device production.

Top Concerns About Supply Availability

  • Silicon Parts capacity is likely to remain below demand for the next year as equipment and ingot materials needed to increase volumes are experiencing long lead-times 2-3X normal.
  • Strong growth in 3DNAND and advanced logic devices is expected to drive healthy parts revenue growth through 2025, growing 8.7% per year (CAGR 2020-2025)
  • The OLED market, which also depends upon silicon parts, is experiencing strong growth adding to the supply availability issues

As identified in TECHCET’s latest Critical Materials Report™ on Silicon Equipment Components, these concerns about supply availability are revealing opportunities for smaller and potentially new fabricators. IDMs are increasingly receptive to engaging with smaller suppliers in hopes of alleviating supply-chain shortages.

Opportunities for Fabricators of Si and SiC Parts

  • The upturn in equipment components sales stimulates opportunities for smaller fabricators, “Mom & Pop” shops, that can cater to requests from larger fabricators or IDMs that own the parts designs. This is most prevalent in Asia.
    The shorter lifetime and potentially lower cost of ownership of silicon parts compared with CVD SiC parts are essential factors that will continue to stimulate a transition away from silicon to CVD SiC. Additionally, because SiC is not dependent on the silicon ingot supply-chain, CVD SiC may also have better availability over the next few years.

2021 is estimated to be up 33% to total $911M in 2021, an unprecedented 2nd year of high growth.

For more information on the silicon parts market, check out our new Critical Materials Report™ on silicon parts: https://techcet.com/product/silicon-equipment-components-research-report/ which includes detailed profiles on Applied Ceramics, CoorsTek, Daewon, DS Techno, FerroTec, Global Wafers, HANA Materials, Hayward , Quartz Materials/ Sungrim, Sanwa, Schunk Xycarb, Silfex, SKC Solmics, Techno Quartz, WorldEx/ WCQ, and others.


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