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：2022年9月

2022 Silicon Parts: Supply-Chain & Market Analysis
シリコン部品：サプライチェーンと市場分析　2022年
A CRITICAL MATERIALS REPORT

レポート目次　　お問合せ・ご注文　　価格・納期について

Techcet「シリコン部品：サプライチェーンと市場分析　2022年 – 2022 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。

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. 半導体産業市場展望
   1. 世界経済
   2. 電子製品市場
   3. 半導体製造の成長と拡大
   4. 政策＆貿易動向と影響
   5. 半導体材料展望
   6. Techcetでは2026年までのウェハースタートを予測
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. シリコン：ファブの材料導入と市場動向
   3. 用途別シリコン部品
   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. 世界動向：関税と中国
5. 市場環境（加工業者）
   1. シリコン部品のサプライチェーン
   2. 材料市場：実績と予測
   3. 加工：地域別シリコン部品加工業者
   4. OEMエッチング装置の市場シェア
   5. OEM上位3社：LAM RESEARCH, TEL, AMAT
   6. 2021年のサプライヤ別シリコン加工業者の市場シェア
   7. シリコン部品の生産実績
   8. ファブの設備投資　2019-2023年
   9. サプライヤの動き：M&A
   10. 材料市場環境：動向
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. ポリシリコン：原材料の価格実績　2022年
   3. 基材 – シリコンインゴット
   4. サプライチェーンのディスラプション／阻害要因
   5. 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

Report Overview

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 Biography

Lita Shon-Roy–President/CEO and Founder of TECHCET—has worked throughout the semiconductor supply chain at various levels leading strategy, business development, marketing and sales for chip designers, equipment OEMs, and electronics material suppliers for over 30 years. Her experience spans from process development of SRAMs to business development of gases & precursors. She developed new business opportunities for companies such as RASIRC/Matheson Gases, Air Products & Chemicals, and IPEC/Speedfam, and managed marketing and sales in companies such as Air Products/Schumacher, Brooktree/Rockwell, and Hughes Aircraft. Ms. Shon-Roy is considered one of the leading experts in electronic materials market research analysis and business development. She has authored and co-authored 100’s of articles, reports and texts on semiconductor process materials markets, trends, and worldwide supply chain issues. She holds an M.B.A. from California State University, Dominguez Hills, a M.S.E.E. focused on Solid State Physics from the University of Southern California, and a B.S. in Chemical Engineering from UC San Diego.

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

1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY
1.2 OVERVIEW OF THE 2021 SILICON PARTS MARKET
1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS
1.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY
1.5 SILICON PARTS MARKET ASSESSMENT

2 SCOPE, PURPOSE AND METHODOLOGY

2.1 SCOPE
2.2 PURPOSE
2.3 METHODOLOGY
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1 WORLDWIDE ECONOMY
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
3.1.2 SEMICONDUCTOR SALES GROWTH
3.1.3 TAIWAN MONTHLY SALES TRENDS
3.1.4 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 – SLOWER TO NEGATIVE SEMI REVENUE GROWTH EXPECTED
3.2 ELECTRONIC GOODS MARKET
3.2.1 SMARTPHONES
3.2.2 PC UNIT SHIPMENTS
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
3.2.3 SERVERS / IT MARKET
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY
3.3.2 WW FAB EXPANSION DRIVING GROWTH
3.3.3 EQUIPMENT SPENDING TRENDS
3.3.4 TECHNOLOGY ROADMAPS
3.3.5 FAB INVESTMENT ASSESSMENT
3.4 POLICY & TRADE TRENDS AND IMPACT
3.4.1 TRADE ISSUES – TARIFFS AND CHINA
3.4.2 POLICY AND TRADE ISSUES
3.5 SEMICONDUCTOR MATERIALS OUTLOOK
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES? 43
3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD
3.5.3 GLOBAL TRANSPORTATION TRENDS, CONTINUED
3.6 TECHCET WAFER STARTS FORECAST THROUGH 2026
3.6.1 TECHCET WAFER START MODELING METHODOLOGY
3.6.2 TECHCET’S MATERIAL FORECAST

4 SILICON PARTS MARKET TRENDS

4.1 MATERIALS MARKET SIZE & FORECAST
4.2 SILICON – FAB MATERIAL INTRODUCTION & MARKET TREND
4.3 SILICON PARTS BY APPLICATION
4.4 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS SUPPLY-CHAIN
4.5 TECHNOLOGY TRENDS – SILICON PARTS VS. CVD SILICON CARBIDE
4.5.1 TECHNOLOGY TRENDS – SI VS. SIC, ETCH EQUIPMENT
4.5.2 TECHNOLOGY TRENDS – SI VS. SIC, CONTINUED
4.5.3 TECHNOLOGY TRENDS – SILICON PARTS R&D
4.6 GLOBAL TRENDS – TARIFFS AND CHINA
4.6.1 GLOBAL TRENDS – SIFUSION FROM CHINA (FERROTEC)
4.6.2 GLOBAL TRENDS – SPOTLIGHT ON MITSUBISHI MATERIALS
4.6.3 GLOBAL TRENDS – SHIPPING

5 MARKET LANDSCAPE (FABRICATORS)

5.1 SUPPLY CHAIN OF SILICON PARTS
5.2 MATERIALS MARKET – HISTORY AND FORECAST
5.2.1 MATERIALS MARKET – REGIONAL ACTIVITIES
5.3 FABRICATION – SILICON PARTS FABRICATORS BY REGION
5.3.1 FABRICATION – SILICON PARTS FABRICATORS BY REGION, CONTINUED 68
5.4 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE
5.4.1 OEM INFLUENCE & CONTROL
5.5 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT
5.5.1 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT
5.5.2 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT
5.6 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
5.6.1 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER, CONTINUED
5.7 SILICON PARTS PRODUCTION PERFORMANCE
5.7.1 SILICON PARTS PRODUCTION LOCATION – ANALYSIS
5.8 FAB EQUIPMENT SPENDING 2019 ~ 2023
5.8.1 FAB EQUIPMENT SPENDING 2019 ~ 2023, REGIONAL
5.9 SUPPLIERS ACTIVITY – M&A ACTIVITY
5.9.1 SUPPLIERS ACTIVITY – NEW PLANTS/NEW ENTRANTS, CONTINUED
5.9.2 SUPPLIERS ACTIVITY – NEW PLANTS/NEW ENTRANTS, CONTINUED
5.9.3 OEMS ACTIVITY – NEW PLANTS/NEW ENTRANTS, CONTINUED
5.10 MATERIALS MARKET LANDSCAPE – TRENDS
5.10.1MATERIALS MARKET LANDSCAPE TRENDS, CONTINUED

6 SUB-TIER MATERIAL SUPPLY CHAIN

6.1 RAW MATERIAL SOURCE AND STATUS – POLYSILICON
6.1.1 RAW MATERIAL SOURCE AND STATUS – POLYSILICON DEMAND
6.1.2 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
6.2 POLYSILICON – RAW MATERIAL HISTORICAL PRICES 2022
6.2.1 RAW MATERIAL SOURCE AND STATUS – POLYSILICON, ASSESSMENT
6.3 BASE MATERIAL – SILICON INGOT
6.3.1 BASE MATERIAL – SILICON INGOT MANUFACTURERS/SUPPLIERS
6.3.2 CHINA SILICON INGOT MANUFACTURER – THINKONSEMI UPDATE
6.3.3 PRICE FLUCTUATIONS OF RAW MATERIALS OF TOP-3 SUPPLIERS
6.4 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS
6.4.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS, CONTINUED
6.5 OTHER INDUSTRIAL USES

7 TECHCET ANALYST ASSESSMENT

8 SUPPLIER PROFILES

Applied Ceramics, Inc.
Atecom Technology Co.
CoorsTek, Inc.
And 20 more..

FIGURES & TABLES

FIGURES

FIGURE E1: 2021 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE E2: SILICON INGOT
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2021)
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 5: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX*
FIGURE 6: 2022 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
FIGURE 7: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
FIGURE 8: SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 10: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3
FIGURE 11: GLOBAL EV TRENDS
FIGURE 12: SEMICONDUCTOR SPEND PER VEHICLE TYPE
FIGURE 13: TSMC CONSTRUCTION SITE IN ARIZONA.
FIGURE 14: CHIP EXPANSIONS 2021-2026 > US$460 B
FIGURE 15: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 16: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS
FIGURE 17: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP
FIGURE 18: EUROPE CHIP EXPANSION UPSIDE
FIGURE 19: WEIGHTED AVERAGE DWELL TIME IN DAYS(2021)
FIGURE 20: WEIGHTED AVERAGE DWELL TIME IN DAYS(2022JAN-JULY)
FIGURE 21: TECHCET WAFER START FORECAST BY NODE
FIGURE 22: TECHCET MATERIALS FORECAST
FIGURE 23: SILICON PARTS FROM SILFEX
FIGURE 24: 2021 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE 25: 2021 SILICON PARTS BY WAFER SIZE FIGURE 26: 2018 SILICON PARTS BY WAFER SIZE
FIGURE 27: 2021 AMOLED MATERIAL REVENUES FORECAST TV & MOBILE (M USD)
FIGURE 28: SIFUSION HANGZHOU FACTORY
FIGURE 29: MITSUBISHI MATERIALS SANDA PLANT
FIGURE 30: NORTH AMERICA TO CHINA OCEAN SHIPPING PRICE INDEX (JAN 21 – AUG 22)
FIGURE 31: CHINA TO NORTH AMERICA OCEAN SHIPPING PRICE INDEX (JAN 21 – AUG 22)
FIGURE 32: 2021 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 33: 2021 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)
FIGURE 34: 2021 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE
FIGURE 35: 2021 ETCH EQUIPMENT MARKET SHARE
FIGURE 36: 2021 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD)
FIGURE 37: 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
FIGURE 38: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022 (EU, TWD, RMB, KRW, JPY)
FIGURE 39: FAB EQUIPMENT SPENDING
FIGURE 40: FAB EQUIPMENT SPENDING (M USD)
FIGURE 41: HANA MATERIALS ASAN PLANT
FIGURE 42: SIFUSION FERROTEC LOCATION IN CHINA
FIGURE 43: TEL’S NEW MANUFACTURING BUILDING
FIGURE 44: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
FIGURE 45: 2022 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG)
FIGURE 46: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON PARTS FABRICATION
FIGURE 47: THINKONSEMI 550MM SILICON WAFER (2020)
FIGURE 48: POLYSILICON IS WIDELY USED FOR THE MANUFACTURING OF SOLAR CELLS

TABLES

TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 2: IMF ECONOMIC OUTLOOK*
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021
TABLE 4: OEM SYSTEM PUBLICLY REPORTED SALES BY REGION TABLE 5: TEL SALES BY REGION 2019-2021
TABLE 6: 2021 SILICON FABRICATOR MARKET SHARE BY SUPPLIER
TABLE 7: KOREAN BASED SILICON FABRICATOR COSTS & MARGINS
TABLE 8: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS TABLE 9: PRICE FLUCTUATIONS OF POLY-SILICON (USD/KG)

プレスリリース

カリフォルニア州サンディエゴ、2022年9月8日 – チップメーカーと材料サプライヤーへビジネスおよび技術情報を提供するTECHCETは、半導体製造装置向け高純度シリコン部品（シリコンパーツ）に対する強い需要は2022年も続くと予測しています。装置売上の増加と製造工場（ファブ）の拡張が引き続き進んでいることで、TECHCETはこのような予測を行っています。シリコン部品市場は2021年の8億2,400万ドルから10％の増加となる9億ドルを超えると予想されてます。

San Diego, CA, September 8, 2022: TECHCET—the electronic materials advisory firm providing business and technology information to chip fabricators and material suppliers — reports that the demand for high-purity Silicon Parts for semiconductor manufacturing equipment will continue strong in 2022. This forecast is expected as equipment sales grow and fabs expansions continue to ramp. The Silicon Parts market is expected to top US $900 million, a 10% increase from US $824 million in 2021.

TECHCET forecasts the 2021 to 2026 CAGR for this market to grow at an almost 6% rate, as shown in the graph below and described further in TECHCET’s Newly Released Critical Materials Report™ (CMR) on Silicon Equipment Components.

“Silicon Parts are primarily consumed in etch equipment systems, so market growth is heavily tied to chip production and influenced by new etch equipment sales,” states Dan Tracy, senior analyst at TECHCET. Additionally, the replacement part segment represents about 70% of the market as these consumable parts have a finite lifetime, and need to be replaced per a fab’s maintenance schedule. Given industry fab investment trends, about 66% of the new and replacement parts are for the 300 mm fab manufacturing segment.

Silicon parts development and specifications are aligned to the requirements of the Etch Equipment makers, as these OEMs influence silicon parts per tool and the design of each part. TECHCET estimates that sales from part fabricators to equipment OEMs represent approximately 50% of total silicon fabricator sales. This is due to huge equipment growth in 2021, and direct sales from fabricators to chip fabs representing approximately 50%.

A major shift in market shares from US to Asia fabricators has been happening over the past 5-10 years as can be seen from the data provided in TECHCET’s CMR. Key Silicon Part fabricators include Hana Materials, who now leads with nearly 30% share followed by Lam/Silfex, WorldEx, and Coorstek. TECHCET expects China-based silicon part suppliers to play an increasing role in the market, especially in working with equipment makers and fabs in China. These companies will develop their business to serve the global market as well.

For more details on the Silicon Parts market and growth trajectory, including supplier profiles on companies like Silfex, Worldex, Hana Materials, FerroTec, Global Wafers, Hayward Quartz Technology, and more, go to: https://techcet.com/product/silicon-equipment-components-research-report/

ABOUT TECHCET: TECHCET CA LLC is an advisory services firm expert in market analysis and business development of electronic markets and supply-chains for the semiconductor, display, solar/PV, and LED industries. TECHCET offers consulting, reports, and subscription services, including the Critical Materials Council (CMC) of semiconductor fabricators and CM Data subscription services.