シリコンウエハー:サプライチェーンと市場分析 2023年

出版:TECHCET(テクセット) 出版年月:2023年6月

SILICON WAFERS: SUPPLY-CHAIN & MARKET ANALYSIS
シリコンウエハー:サプライチェーンと市場分析 2023年
A CRITICAL MATERIALS REPORT™ – 2023-2024 CMR™

ページ数219 ()
図表数77
価格(ベーシックライセンス)US$8,900.00
種別英文調査報告書

Chapter 7(Supplier Profiles)のページ数も含まれています。

レポート目次  お問合せ・ご注文  価格・納期について

無料サンプル

TECHCET(テクセット)「シリコンウエハー:サプライチェーンと市場分析 2023年 – SILICON WAFERS: SUPPLY-CHAIN & MARKET ANALYSIS」は半導体デバイス加工で使用されるシリコンウエハー市場とそのサプライチェーンを対象に行った調査結果を提供します。データと分析はTECHCETのデータベースとTECHCETのシニアアナリストの経験を基にまとめられています。

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. 半導体産業市場状況と展望
    1. 世界経済
    2. 電子製品セグメント別チップ売上
    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
  4. ウエハー市場動向
    1. 市場動向
    2. シリコンウエハーの供給能力と需要、投資
    3. 技術的促進要因/材料の変化と変遷
    4. 地域別動向
    5. EHSと物流問題
  5. サプライヤー市場概況
    1. 市場統計データと予測
    2. M&A活動と提携
    3. 工場閉鎖
    4. 新規参入
    5. サプライヤあるいは部品 – 中断の危機にある生産ライン
    6. 価格動向
    7. TECHCETアナリストの評価
  6. ティア2サプライヤの材料のサプライチェーン
  7. サプライヤ情報

Report Overview

This report covers the silicon wafer market and supply-chain for those wafers used in semiconductor device fabrication. 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. SOI is also covered as it is a growing portion of the overall supply-chain of semiconductor device substrates. SiC wafers is also included for an in-depth look at silicon carbide wafers and SiC manufacturing, we recommend the reader obtain TECHCET’s Report on Silicon Carbide Wafers and Manufacturing Challenges.

This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

  • Contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research
  • Provides focused silicon wafers supply chain information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
  • Covers information about key silicon wafer suppliers, issues/trends in the silicon wafer supply chain, estimates on supplier market share, and silicon wafer market forecasting
  • Single User License – provides 1 portal access login to techcet.com for one person, using 2FA (two-factor authentication). The 1 user has freedom to use any of the data in the purchased report for internal or external presentations, with proper copyright attribution.*

ANALYST BIOGRAPHY

Dan Tracy, PhD- Sr. Director of Market Research, TECHCET Covers silicon wafers, packaging materials, sputtering targets and deposition materials, Has over 20 years of experience in the electronics industry covering supply-chain topics related to semiconductor packaging, thin films, semiconductor process equipment, and semiconductor materials.

Previously was the senior director of the Industry Research & Statistics group at SEMI. Worked for Rose Associates covering electronic materials, and for National Semiconductor as a Packaging Engineer.

Holds a Ph.D. in Materials Engineering from Rensselaer Polytechnic Institute.


目次

1 EXECUTIVE SUMMARY 10

1.1 WAFER BUSINESS – MARKET OVERVIEW 11
1.2 MARKET TRENDS IMPACTING 2023 OUTLOOK 12
1.3 WAFER BUSINESS – MARKET OVERVIEW 13
1.4 FIRST QUARTER 2023 FINANCIALS OF TOP 5 14
1.5 WAFER SEGMENT TRENDS 15
1.6 SILICON WAFER 5-YEAR FORECAST BY REVENUES 16
1.7 TECHNOLOGY TRENDS 17
1.8 COMPETITIVE LANDSCAPE 18
1.9 EHS ISSUES/CONCERNS 19
1.10 ANALYST ASSESSMENT 20

2 SCOPE, PURPOSE AND METHODOLOGY 23

2.1 SCOPE 24
2.2 PURPOSE 25
2.3 METHODOLOGY 26
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 27

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 28

3.1 WORLDWIDE ECONOMY 29
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 31
3.1.2 SEMICONDUCTOR SALES GROWTH 32
3.1.3 TAIWAN MONTHLY SALES TRENDS 33
3.1.4 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 – SLOWER TO
NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED 34
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 35
3.2.1 SMARTPHONES 36
3.2.2 PC UNIT SHIPMENTS 37
3.2.3 SERVERS / IT MARKET 40
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 41
3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 42
3.3.2 WW FAB EXPANSION DRIVING GROWTH 44
3.3.3 EQUIPMENT SPENDING TRENDS 45
3.3.4 TECHNOLOGY ROADMAPS 46
3.3.5 FAB INVESTMENT ASSESSMENT 47
3.4 POLICY & TRADE TRENDS AND IMPACT 48
3.5 SEMICONDUCTOR MATERIALS OVERVIEW 49
3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP
PRODUCTION SCHEDULES? 50
3.5.2 LOGISTICS ISSUES EASED DOWN 51
3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2027 52
3.5.4 TECHCET’S MATERIAL FORECAST 53

4 WAFERS MARKET TRENDS 54

4.1 MARKET TRENDS – OUTLINE 55
4.1.1 2022 WAFER MARKET LEADING INTO 2023 56
4.1.2 WAFER MARKET OUTLOOK 57
4.1.3 TRENDS – SILICON WAFER SHIPMENTS DECLINED IN 1Q2023 58
4.2 SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS
– OUTLINE 60
4.2.1 SILICON WAFER PRODUCTION CAPACITY 61
4.2.2 SILICON WAFER PRODUCTION CAPACITY – EXPANSIONS 62
4.2.3 INVESTMENT ANNOUNCEMENTS- OVERVIEW 63
4.2.4 INVESTMENT ACTIVITY COMMENTS 65
4.2.5 SILICON WAFER PRODUCTION CAPACITY – REGIONAL 66
4.2.6 SILICON WAFER PRODUCTION CAPACITY – 300 MM CAPACITY
FOR SUPPLIERS 67
4.2.7 SILICON WAFER PRODUCTION CAPACITY – CHINA 68
4.2.8 SUPPLY VS. DEMAND OF 200 MM AND CHINA’S IMPACT 73
4.2.9 SUPPLY VS. DEMAND OF 300 MM 74
4.3 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
– OUTLINE 75
4.3.1 GENERAL WAFER TECHNOLOGY OVERVIEW 76
4.3.2 SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS 77
4.3.3 SIC WAFERS 78
4.4 REGIONAL TRENDS 81
4.4.1 REGIONAL TRENDS AND DRIVERS 82
4.5 EHS AND LOGISTIC ISSUES 84
4.5.1 EHS ISSUES 85

5 SUPPLIER MARKET LANDSCAPE 86

5.1 MARKET STATISTICS & FORECASTS – OUTLINE 87
5.1.1 WAFER MARKET REVENUES ESTIMATE AND FORECAST, SILICON
AND SOI 88
5.1.2 SILICON WAFER REVENUES ASP TRENDS 89
5.1.3 SILICON WAFER FORECASTS – WAFER SHIPMENT 5-YEAR FORECAST
BY DIAMETER 90
5.1.4 SILICON WAFER FORECASTS – QUARTERLY WAFER SHIPMENT
FORECAST THROUGH 4Q2023 BY DIAMETER 91
5.1.5 SUPPLY VS. DEMAND BALANCE – 300 MM 93
5.1.6 SUPPLY VS. DEMAND BALANCE – 200 MM 94
5.1.7 EPITAXIAL SILICON WAFERS FORECASTS – ANNUAL SILICON
EPI WAFER SHIPMENT FORECAST SUMMARY 95
5.1.8 SOI WAFERS – 5 YEAR REVENUE FORECAST 98
5.1.9 SILICON WAFER MARKET SHARE 99
5.1.10 FIRST QUARTER 2023 – SUPPLIERS’ ACTIVITY & REPORTED
REVENUES 100
5.2 M&A ACTIVITY AND PARTNERSHIPS 108
5.2.2 SIC INVESTMENTS & PARTNERSHIPS – SIC 109
5.3 PLANT CLOSURES 110
5.4 NEW ENTRANTS 111
5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF
DISCONTINUATIONS 112
5.6 PRICING TRENDS 113
5.6.1 WAFER PRICING TRENDS 114
5.6.2 WAFER PRICING TREND GRAPH 115
5.7 TECHCET ANALYST ASSESSMENT 116
5.7.1 ASSESSMENT OF WAFER SUPPLIERS 117

6 SUB TIER SUPPLY-CHAIN, POLYSILICON 119

6.1 SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS 120
6.1.1 POLYSILICON MARKET BACKGROUND 121
6.1.2 POLYSILICON MARKET TRENDS 122
6.1.3 POLYSILICON SOLAR VS. SEMICONDUCTOR GRADE 123
6.1.4 SEMICONDUCTOR GRADE POLYSILICON DEMAND 124
6.1.5 SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE 125
6.1.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS 126
6.1.7 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIER NEWS` 127
6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 130
6.2.1 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 131
6.3 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 132
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 133
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 134
6.6 SUB-TIER SUPPLY-CHAIN PLANTS UPDATES 135
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES 136
6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 137
6.8.1 SUB-TIER SUPPLY-CHAIN – POLYSILICON PRICING 138
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 139
6.9.1 SUB-TIER SUPPLY-CHAIN – ANALYST ASSESSMENT 140

7 SUPPLIER PROFILES 141

CENGOL
CETC
CHONGQING AST
CREE/WOLFSPEED
ESWIN
GLOBALWAFERS
…and 15+ more

8 APPENDIX 217

LIST OF FIGURES

FIGURE 1: SILICON WAFER AREA SHIPMENTS 13
FIGURE 2: COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON 14
FIGURE 3: TOTAL SILICON WAFER MARKET REVENUES 16
FIGURE 4: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE 18
FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022) 31
FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES 32
FIGURE 7: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)* 33
FIGURE 8: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS 34
FIGURE 9: 2022 SEMICONDUCTOR CHIP APPLICATIONS 35
FIGURE 10: MOBILE PHONE SHIPMENTS WW ESTIMATES 36
FIGURE 11: WORLDWIDE PC AND TABLET FORECAST 37
FIGURE 12: ELECTRIFICATION TREND BY WORLD REGION 38
FIGURE 13: SEMICONDUCTOR AUTOMOTIVE PRODUCTION 39
FIGURE 14: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B 41
FIGURE 15: CHIP EXPANSIONS 2022-2027 US $366 B 42
FIGURE 16: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 44
FIGURE 17: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B) 45
FIGURE 18: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP 46
FIGURE 19: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM) 47
FIGURE 20: EUROPE CHIP EXPANSION UPSIDE 50
FIGURE 21: PORT OF LA 51
FIGURE 22: TECHCET WAFER START FORECAST BY NODE SEGMENTS** 52
FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 53
FIGURE 24: WW QUARTERLY SILICON AREA WAFER SHIPMENTS 58
FIGURE 25: QUARTERLY WAFER SHIPMENTS FOR 200 MM & 300 MM 59
FIGURE 26: POTENTIAL IMPACT OF CHINA SUPPLIERS ON 200 MM WAFER CAPACITY 73
FIGURE 27: 300 MM WAFER SUPPLY/DEMAND FORECAST 74
FIGURE 28: SOI WAFER APPLICATIONS 77
FIGURE 29: SIC WAFERING 78
FIGURE 30: SILICON CARBIDE SEMI-INSULATING WAFER DEMAND 79
FIGURE 31: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE 80
FIGURE 32: GLOBAL SILICON WAFER REVENUES 88
FIGURE 33: AGGREGATED ASP TRENDS AND SILICON REVENUES (EXCLUDING SOI) 89
FIGURE 34: WAFER SHIPMENT FORECAST BY DIAMETER 90
FIGURE 35: WAFER SHIPMENTS FORECAST THROUGH 4Q2023 BY DIAMETER 91
FIGURE 36: 300 MM WAFER SUPPLY/DEMAND FORECAST (PREVIOUSLY SHOWN IN SECTION 4.3 – PROVIDED HERE FOR COMPLETENESS.) 93
FIGURE 37: 200 MM WAFER SUPPLY/DEMAND FORECAST 94
FIGURE 38: EPI WAFER AREA SHIPMENT FORECAST 96
FIGURE 39: 300 MM EPI WAFER SUPPLY/DEMAND (PREVIOUSLY PROVIDED IN SECTION 4.3. PROVIDED HERE FOR COMPLETENESS) 97
FIGURE 40: SOI WAFER REVENUE FORECAST 98
FIGURE 41: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE 99
FIGURE 42: TOP 5 WAFER MAKERS’ QUARTERLY WAFER SALES COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON 101
FIGURE 43: SEH’S ELECTRONIC MATERIAL SALES FY ENDING MARCH 31, 2022 102
FIGURE 44: SUMCO’S CY1Q2023 SUMMARY 103
FIGURE 45: GLOBALWAFERS QUARTERLY SALES TRENDS 104
FIGURE 46: SILTRONIC’S CY1Q2023 SUMMARY 105
FIGURE 47: SK SILTRON’S CY1Q2022 SUMMARY 106
FIGURE 48: SOITEC FYQ4 2023 SALES 107
FIGURE 49: WORLDWIDE SILICON ASP TRENDS (EXCLUDING SOI) 113
FIGURE 50: AGGREGATED WAFER PRICING TRENDS BY DIAMETER 115
FIGURE 51: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR 123
FIGURE 52: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS 124
FIGURE 53: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT) 128
FIGURE 54: PRICE TREND IN SOLAR POLYSILICON 138

LIST OF TABLES

TABLE 1: WAFER MARKET GROWTH OVERVIEW 11
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 29
TABLE 3: IMF ECONOMIC OUTLOOK* 30
TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022 40
TABLE 5: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS 63
TABLE 6: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS, CONTINUED 64
TABLE 7: WAFER SUPPLIER MANUFACTURING LOCATIONS 66
TABLE 8: ESTIMATED 300 MM PRIME WAFER PRODUCTION CAPACITY SHARE 67
TABLE 9: ESTIMATED CHINA SUPPLIER CAPACITY SHARE 68
TABLE 10: CHINA WAFER SUPPLIER 300 MM STATUS 69
TABLE 11: CHINA WAFER SUPPLIER 300 MM STATUS, CONTINUED 70
TABLE 12: CHINA WAFER SUPPLIER 200 MM STATUS 71
TABLE 13: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS 72
TABLE 14: REGIONAL WAFER MARKETS 82
TABLE 15: REGIONAL WAFER MARKETS, CONTINUED 83
TABLE 16: TOTAL WAFER SHIPMENT GROWTH RATES BY DIAMETER 92
TABLE 17: EPITAXIAL WAFER SHIPMENT GROWTH RATES BY DIAMETER 95
TABLE 18: 1Q2023 QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY) 100
TABLE 19: ESTIMATED 2022 POLYSILICON SUPPLIER RANKING 125
TABLE 20: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS 126
TABLE 21: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS IN CHINA 127
TABLE 22: WAFER TECHNOLOGY TRENDS 218
TABLE 23: GENERAL TRENDS AND ISSUES 219


[プレスリリース]

Slowing Industry Conditions Temporarily Eases Supply Strain in 2023 for Silicon and SOI Wafers

January 10, 2023

Investments in increased capacity not expected to alleviate strain until 2024-2025

San Diego, CA, January 10, 2023:  TECHCET—the advisory firm providing business and technology information on the semiconductor materials supply chain — has announced that the Silicon Wafer market is forecasted to hit a downturn that will result in a decline of at most -2% in 2023. This market decline comes after Silicon Wafer shipments reached an all-time high of 7.8M WSPM in 2022. With this expected decline, the prior strain of tight wafer supply will be temporarily alleviated in 2023. The industry has already begun to slow in recent months, driving improved availability as seen by the wafer spot market in the 3Q quarter of last year.

Silicon Wafers Market Report - TECHCET

“As limited 300 mm brownfield manufacturing capacity expansion existed in 2022 for the top Silicon Wafer suppliers, the total availability capacity was essentially capped at about 7.8 million 300 mm wafers per month (wpm),” states Dan Tracy, Sr. Director at TECHCET. The result was an “aggregate” capacity utilization topping 99% for the wafer industry. For 2023, ongoing yield improvements and process optimization, coupled with emerging greenfield expansion, will boost available 300 mm capacity to around 8 million wpm. With a forecasted decline of at most -1% in 300 mm shipments for 2023; this will result in an “aggregate” 300 mm manufacturing capacity utilization in the range of 95% to 96%.

Additional greenfield capacity will come online in 2024. However, the forecasted 6% growth in 300 mm shipments will return “aggregate” 300 capacity utilization to the upper 90% range. Of course, actual capacity utilization is a function of wafer product type, doping levels, epitaxial layer requirements, and other customer specifications.

As mentioned in TECHCET’s Critical Materials Market Analysis Report on Silicon Wafers, all the top five wafer suppliers have announced new wafering manufacturing capacity, and the full impact of this capacity expansion would impact supply mainly in 2024 and 2025. Since the release of the report, GlobalWafers has announced more details about its 3.2 million-square-foot silicon wafer plant in Sherman, Texas. The facility could eventually produce 1.2 million wafers per month after multiple stages of equipment installation.

SK Siltron announced total investments of 2.3 trillion won ($1.65 billion) in its silicon wafer business over the next five years, which could come online in three phases. Additionally, Wafer Works Corp, announced a NT$15 billion (US$470.7 million) 300 mm wafer plant investment at the Central Taiwan Science Park. This plant will have an installed capacity of 200,000 wpm.

ABOUT TECHCET: TECHCET CA LLC is an advisory research firm focused on analyzing the electronics materials supply chains for the global semiconductor, display, solar/PV, and LED industries. TECHCET offers consulting, supply chain analysis reports, and subscription services, including the Critical Materials Council (CMC) of semiconductor fabricators and CM Data subscription services.