O-ring Market Report
| 出版社 | TECHCET |
| 出版年月 | 2024年5月 |
| ページ数 | 69 |
| 図表数 | 38 |
| 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 |
TECHCET（テクセット）「Oリング市場レポート – O-ring Market Report」は半導体製造用パーフルオロエラストマー（FFKM）Oリング／オーリング市場を調査し、従来型エストラマーOリングからパーフルオロエラストマーへの選択を促進する技術的要件、市場規模、競争環境などを分析・解説しています。
当レポートは下記業界をはじめとした方々のお役に立てると自負しています。
- チップファブ
- リングメーカ
- 投資家
- 政策立案者
主な掲載内容
- Oリングの技術的要件
- 半導体製造装置用シール材
- Oリングの性能要件
- Oリング材料
- なぜパーフルオロエラストマー（FFKM）なのか
- PFAS（有機フッ素化合物）- 難題
- 半導体用FFKM用途
- FFKM製造の特性
- Oリングの市場規模と予測
- 競争環境
- 分析評価
- サプライヤ情報
Report Overview
TECHCET’s Special Report on O-Rings focuses on the semiconductor perfluoroelastomer o-ring market. It will covers technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings, market size and forecast, and competitive landscape.
Who will benefit from this report?
- Chip fabricators,
- Ring makers
- Investors
- Policymakers.
O-rings are the most common type of seal used in the semiconductor industry and face the same quality and demand drivers as other components, equipment, and chemicals used in the manufacture of leading-edge and mature semiconductor devices. Although multiple elastomeric materials are used in o-ring service, fluoroelastomers (both FKM and FFKM) are becoming the de facto standard in semiconductor applications due to their excellent performance in extreme temperatures and resistance to degradation by a wide range of chemicals. This report focuses on the semiconductor perfluoroelastomer o-ring market. It will cover several aspects of this market:
- Technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings
- Market size and forecast
- Competitive landscape
Table of Contents
1 EXECUTIVE SUMMARY 8
2 SCOPE AND METHODOLOGY 10
2.1 SCOPE 11
2.2 PURPOSE 12
2.3 METHODOLOGY 13
3 SEMICONDUCTOR INDUSTRY MARKET TRENDS 14
3.1 2024 ECONOMIC OUTLOOK: SOFT LANDING, ANEMIC RECOVERY 15
3.2 WORLDWIDE ECONOMY AND OUTLOOK 16
3.3 BARE SILICON WAFER SHIPMENT FORECAST 17
3.4 FINISHED WAFER SHIPMENT TRENDS 18
3.5 WSTS MONTHLY SALES TRENDS 19
3.6 2024 INDUSTRY OUTLOOK 20
3.7 2024 IS THE START: HUGE INVESTMENT IN CHIP EXPANSIONS 21
3.8 THE UPSIDE WITH FAB EXPNSIONS 22
3.9 EQUIPMENT SPENDING TRENDS 23
4 O-RING TECHNICAL REQUIREMENTS 24
4.1 SEMICONDUCTOR SEALS 25
4.2 O-RING PERFORMANCE REQUIREMENTS 26
4.3 O-RING MATERIALS 27
4.4 WHY FLUOROELASTOMERS 29
4.4.1 THE CASE FOR FLUOROELASTOMERS – OUTGASSING 30
4.4.2 THE CASE FOR FLUOROELASTOMERS – HF 31
4.4.3 THE CASE FOR PERFLUOROELASTOMERS – SOLVENTS 32
4.4.4 THE CASE FOR PERFLUOROELASTOMERS – PLASMA 33
4.4.5 THE CASE FOR PERFLUOROELASTOMERS – TEMPERATURE 34
4.4.6 THE CASE FOR PERFLUOROELASTOMERS – PURITY 35
4.5 PFAS – THE ELEPHANT IN THE ROOM 36
4.5.1 THE PROBLEM WITH PFAS 37
4.5.2 STATUS OF PFAS AVAILABILITY 38
4.5.3 REPLACING PFAS IS DIFFICULT 39
4.5.4 FUTURE OUTLOOK FOR PFAS 40
4.6 SEMICONDUCTOR FFKM APPLICATIONS 41
4.6.1 FFKM APPLICATIONS – CVD 42
4.6.2 FFKM APPLICATIONS – ETCH CHAMBER 43
4.6.3 FFKM APPLICATIONS – ALD CHAMBER 44
4.7 SUMMARY OF FFKM MANUFACTURING CHARACTERISTICS 45
5 O-RING MARKET SIZE AND FORECAST 46
5.1 A COMPLICATED MARKET 47
5.2 PERFLUOROELASTOMER COST 48
5.3 FFKM MARKET 49
5.3.1 FFKM MARKET BY APPLICATION – CVD SEALS 50
5.3.2 FFKM MARKET BY APPLICATION – ETCH SEALS 51
5.3.3 FFKM MARKET BY APPLICATION – ALD SEALS 52
5.3.4 FFKM MARKET BY APPLICATION – DRY STRIP SEALS 53
5.3.5 FFKM MARKET BY APPLICATION – RTP SEALS 54
5.4 NON-PFAS ALTERNATIVES TO FFKM O-RINGS 55
5.5 NON-PFAS & PFAS PRODUCTS BY SUPPLIER 56
5.6 R&D AND ALTERNATIVES TO FFKM 57
6 COMPETITIVE LANDSCAPE 58
6.1 SUPPLIER DESIGNATIONS 59
6.2 FFKM SUPPLY CHAIN MAP 60
6.2.1 FFKM MARKET LANDSCAPE – TIER 2 61
6.2.2 FFKM MARKET LANDSCAPE – TIER 1 62
6.3 MAJOR SEMICONDUCTOR PERFLUOROELASTOMER SUPPLIERS 63
6.3.1 ADDITIONAL PERFLUOROELASTOMER SUPPLIERS 64
7 ANALYST ASSESSMENT 65
7.1 ANALYST ASSESSMENT – TECHNICAL REQUIREMENTS 66
7.2 ANALYST ASSESSMENT – O-RING MARKET 67
7.3 ANALYST ASSESSMENT – COMPETITIVE LANDSCAPE 68
8 SUPPLIER PROFILES 69
3M
AGC
APPLIED SEALS (TAIWAN)
ASNA (APPLIED SEALS NORTH AMERICA)
BASF
…AND 20+ MORE
FIGURES
FIGURE 1.1: FFKM MARKET FORECAST 9
FIGURE 3.1: GLOBAL GDP GROWTH 15
FIGURE 3.2: SEMICONDUCTOR REVENUE FORECAST 16
FIGURE 3.3: SILICON WAFER SHIPMENT FORECAST BY DIAMETER 17
FIGURE 3.4: FINISHED WAFER SHIPMENTS BY DEVICE TYPE 18
FIGURE 3.5: SEMICONDUCTOR REVENUE MONTHLY FORECAST 19
FIGURE 3.6: ESTIMATED GLOBAL FAB SPENDING 2022-2027 21
FIGURE 3.7: TOP 6 CHIP MANUFACTURERS CAPITAL SPENDING FORECAST 22
FIGURE 3.8: GLOBAL EQUPMENT SPENDING FORECAST 23
FIGURE 4.1: CHANGE IN WEIGHT OF EPDM O-RING AFTER EXPOSURE TO CONCENTRATED HYDROFLUORIC ACID 31
FIGURE 4.2: CHANGE IN THE WEIGHT OF FKM O-RING AFTER EXPOSURE TO A PHOTORESIST ORGANIC SOLVENT 32
FIGURE 4.3: WEIGHT CHANGE OF VARIOUS O-RINGS AFTER F-RADICAL EXPOSURE 33
FIGURE 4.4: COMPARING APPEARANCE AND WEIGHT BEFORE AND AFTER F-RADICAL EXPOSURE 33
FIGURE 4.5: ELASTOMER OPERATING TEMPERATURE RANGE 34
FIGURE 4.6: COMPARISON OF METAL LEACHATE FROM EPDM AND FKM O-RINGS WHEN IMMERSED IN DIW 35
FIGURE 4.7: PFAS-CONTAINING PRODUCTS 36
FIGURE 4.8: PFAS VILLAGE IN CHANGSHU, CHINA 38
FIGURE 4.9: POSITIVE ATTRIBUTES OF FFKM 39
FIGURE 4.10: TYPICAL CVD CHAMBER 42
FIGURE 4.11: TYPICAL ETCH CHAMBER 43
FIGURE 4.12: TYPICAL ALD CHAMBER 44
FIGURE 5.1: FKM/FFKM FINISHED GOOD PRICING 48
FIGURE 5.2: FFKM MARKET FORECAST 49
FIGURE 5.3: CVD SEALS REVENUE FORECAST ESTIMATES 50
FIGURE 5.4: ETCH SEAL REVENUE FORECAST ESTIMATES 51
FIGURE 5.5: ALD SEALS REVENUES FORECAST ESTIMATES 52
FIGURE 5.6: DRY STRIP SEALS REVENUES FORECAST ESTIMATES 53
FIGURE 5.7: RTP SEALS REVENUES FORECAST ESTIMATES 54
FIGURE 5.8: EUV LITHOGRAPHY OPTICS AND BEAM PATHWAY 57
FIGURE 6.1: GENERAL SEMICONDUCTOR MATERIAL SUPPLIER DESIGNATIONS 59
FIGURE 7.1: FFKM O-RING MARKET SEGMENT REVENUES FORECAST ESTIMATES 66
TABLES
TABLE 4.1: ELASTOMER PROPERTY COMPARISON 30
TABLE 4.2: THE RESULTS OF O-RING IMMERSION IN CONCENTRATED HYDROFLUORIC ACID, TYPICALLY USED IN WET CHEMICALS 31
TABLE 4.3: MEASUREMENTS OF WEIGHT AT VARIOUS TIME INTERVALS AND PHYSICAL APPEARANCE OF THREE O-RINGS IMMERSED IN AN ORGANIC SOLVENT 32
TABLE 5.1: SUPPLIERS OF NON-PFAS AND PFAS O-RINGS 56
TABLE 6.1: FFKM SUPPLY CHAIN MAP 59
TABLE 6.2: MAJOR SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS 62
TABLE 6.3: ADDITIONAL SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS 63
プレスリリース
High-end O-Rings to Grow 2x Faster than Wafer Starts
FFKM O-Rings remains low-risk pathway for semiconductor manufacturing
San Diego, CA, July 16, 2024: TECHCET—the electronic materials advisory firm providing market and supply-chain information – sees upward growth for perfluoroelastomer (FFKM)-based O-Rings required in semiconductor applications, including ALD, CVD, RTP, dry strip, and etch, as well as seals used in the sub-fab. In 2023, the FFKM O-ring market size was approximately $600M, and the future outlook is expected to rise up to $900M by 2028, as highlighted in TECHCET’s new Market Report on O-Rings.
FFKM-based O-rings are favored in the semiconductor industry due to superior properties including chemical resistance, high temperature stability, low temperature resilience, and purity. While not all semiconductor manufacturing requires these materials, it is increasingly the low-risk pathway throughout the industry. The FFKM seals revenue growth is around 2x that of wafer start growth, primarily due to process temperature increases in the fab and sub-fab.
Currently, a small number of players hold the majority of the FFKM seals market. However, market position can easily shift due to changes in chip manufacturer processes and warranty period expirations. Market position can also be highly impacted by regulations and PFAS-free alternatives.
These high-end O-Rings are dependent on PFAS raw materials, which are currently under threat of being eliminated by regulatory policies. Alternative materials do exist, but performance may be compromised and the industry is hesitant to adopt them. Europe has already implemented regulations against some PFAS materials, and the US is considering similar measures.
The newly released TECHCET Critical Materials Reports™ on O-Rings contains details on market and technology trends along with supplier profiles.
TECHCET（テクセット）の半導体材料市場調査レポートは半導体製造に欠かせない半導体材料市場についての詳細な調査・分析結果を提供しています。また半導体および半導体材料市場における関連サプライヤー情報も豊富に掲載されています。
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