출판 : TECHCET 출판년월 : 2022년09월
Ceramic: Fabricated Parts, Material Segment For Semi-Conductor Applications
이 보고서는 원료, 시장 점유율, 시장 예측, 원료 공급 업체 및 생산 능력을 포함한 세라믹 시장의 역학 및 공급 체인에 대한 자세한 정보를 제공합니다.
| 구성 | 영문조사보고서 |
| 페이지수 | 83※ |
| 도표수 | 51 |
| 가격（기본 라이센스） | USD 8,900 |
※Chapter 7(Supplier Profiles)의 페이지수는 포함되어 있지 않습니다.
Techcet「세라믹 2022년: 조립 부품, 반도체 재료 시장 – Ceramic: Fabricated Parts, Material Segment For Semi-Conductor Applications」는 원료, 시장 점유율, 시장 예측, 원료 공급 업체 및 생산 능력을 포함한 세라믹 시장의 역학 및 공급 체인에 대한 자세한 정보를 제공합니다.
The Ceramics Report includes in-depth information on the ceramics market dynamics and supply chain, including raw materials. Market shares, market forecast as well as raw material suppliers and capacity are included. Technical trends and requirements are also included along with a full section of supplier profiles.
주요 게시물
- 이그제큐티브 요약
- 재료 세그먼트 사업 개요
- 알루미나
- 질화알루미나(AIN) 및 SiC
- CVD SiC
- Al2O3/HPA
- 기타 재료
- M&A
- 평가
- 조사 범위, 목표, 방법론
- 시장 전망
- 재료시장 촉진요인과 역학
- 세라믹 재료의 용도 및 공급업체
- 재료 부족과 공급망 압박
- 재료 동향
- 기술적 촉진 요인/재료의 변화와 변천(2021년 이후에는 중대한 변화 없음)
- 지역별 동향/촉진 요인 해설
- EHS, 물류, 외인성(기후)에서 볼 수 있는 시장 과제
- 공급업체 시장 환경
- Tier 2 공급업체 소재 공급망
- 공급업체 정보(패브리케이터)
The Ceramics Report includes in-depth information on the ceramics market dynamics and supply chain, including raw materials. Market shares, market forecast as well as raw material suppliers and capacity are included. Technical trends and requirements are also included along with a full section of supplier profiles.
ANALYST BIOGRAPHY
Kuang-Han Ke is TECHCET’s Senior Market Analyst covering consumable equipment components including quartz, silicon, and SiC/ceramics 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 has started 5 companies, mentored startup companies, participated in 3 IPOs in Taiwan, and is working on launching a satellite in 2022. 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.
Tim Dyer is also a TECHCET Senior Market Analyst covering consumable equipment components including alumina, beryllia, and aluminum nitride ceramic components and assemblies. Tim has both bachelor’s and master’s Degrees in Materials Science and Engineering from the University of California, Davis. He has worked for Elcon Precision in San Jose California for almost 8 years and assumed the role of President of Elcon Precision in January 2018.
Tim has over 30 years of product development experience in technical ceramics, refractory metals, and semiconductor capital equipment. Prior to Elcon, Tim worked as a Director of Process Engineering at Enovix Inc. making compact 3-D Silicon-based Lithium batteries for wearable electronics. He was also Chief Technology Officer and Ceramist
for Energy Recovery Inc, Director of Technology at Morgan Ceramics, and Manager of Laser Chamber Technology at ASML in San Diego. He currently holds 34 US patents and has published numerous technical papers that have helped shape best practices within the advanced ceramics, supply chain, and material sciences fields.
[보도자료]
Ceramic Fabricated Parts Market – Positive Demand from OEMs and Fabs
Restructured Supply Chain Responding with Investment Plans
San Diego, CA, October 18, 2022: TECHCET—the electronic materials advisory firm providing business and technology information— recently announced that the Ceramic Fabricated Parts market for semiconductor fabrication equipment consumables is expected to reach US$2.3 billion in 2022, a 15% jump from US$2.0 billion in 2021. The fabricated ceramic components market is strongly affected by the semiconductor production and demand for wafer fabrication equipment, as highlighted in TECHCET’s new Ceramics CMR™ Market Report. The segment includes alumina, aluminum nitride, SiC, and other ceramic materials (e.g., Yttria coated ceramics) used in thermal processing, etch, epitaxial, and other semiconductor process equipment.
캘리포니아주 샌디에고, 2022년 10월 18일: 비즈니스 및 기술 정보를 제공하는 전자 재료 자문 회사인 TECHCET는 최근 반도체 제조 장비 소모품을 위한 세라믹 가공 부품 시장이 2022년에 15% 증가한 23억 달러에 이를 것으로 예상한다고 발표했습니다. 가공된 세라믹 부품 시장은 TECHCET의 새로운 세라믹 CMR™ 시장 보고서에서 강조된 바와 같이 웨이퍼 가공 장비에 대한 반도체 생산 및 수요에 의해 크게 영향을 받습니다. 세그먼트에는 열 처리, 식각, 에피택셜 및 기타 반도체 공정 장비에 사용되는 알루미나, 질화알루미늄, SiC 및 기타 세라믹 재료(예: 산화이트륨 코팅 세라믹)가 포함됩니다.
“Market demand from existing installed equipment in semiconductor fabs and the demand for new processing equipment grew significantly as the equipment market heated back in 2020,” states Karey Holland, PhD., senior analyst at TECHCET. Since then, demand has been sustained through the first half of 2022. Recently, there have been some slight signs of weakness in the memory market, though the ceramic parts market should continue growing into 2023 as current equipment orders get delivered. In the longer term, all the planned fab expansions and new fab investments will drive >8% CAGR through the 2026 forecast period.
Demand for replacement parts is largely supported by spares sold by local suppliers. New equipment OEM sales during an upturn strongly favor parts from suppliers with exclusive agreements with OEMs. There are indications of some price increases over the past years as fabs increased consumption of consumable parts and OEM increased production, resulting in a strain on supply capacity. As such, ceramic parts are sourced from different areas of the world to maximize efficiency and minimize turn-around time. This is possible because many of the leading parts fabricators have multiple locations for manufacturing.
For parts suppliers adding manufacturing capacity, there are some challenges facing the supply chain. For one, it usually takes a year to build a new ceramic fabrication factory and half a year to source the CNC equipment. There is currently 15% price increase for CNC systems, and companies expect delays in shipping CNCs. Additionally, kilns for sintering ceramic components now have lead times of 12 to 15 months. Therefore, a typical ceramic fabrication plant expansion can take up to 2-2.5 years to plan and implement. It takes even longer planning for setting up a high purity ceramic powder production. Historical downturns have caught suppliers by surprise, making them cautious when it comes to new investments, and now part suppliers are cautious about possible changes affecting the 2023 outlook.
목차
1 Executive Summary………………. 8
1.1 Highlight Material Segment Business Overview ………… 8
1.2 Alumina …………………. 10
1.3 Aluminum Nitride (AlN) & SiC ……………. 10
1.4 CVD SiC………………….. 11
1.5 Al2O3 / HPA…………………. 11
1.6 Other Materials ………………. 12
1.7 M & A …………………. 12
1.8 General Comments……………….. 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………………. 16
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……………..19
3.3 Electronic Goods Market……………… 19
3.3.1 Electronic Goods Market………………19
3.3.2 Smartphones …………………20
3.3.3 PC Unit Shipments……………….21
3.3.4 Automotive Sales…………………22
3.3.5 Automotive Sales and Impact on Semiconductor Sales ……….22
3.3.6 Servers / IT………………….23
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
3.5 Policy & Trade Trends And Impact …………… 28
3.5.1 Policy and Trade Issues………………28
3.6 Semiconductor Materials Outlook……………. 28
3.6.1 Could Materials Capacity Limit Chip Production Schedules……….28
3.6.2 Continued Logistics Issues Plague the Western World…………29
3.6.3 Wafer Start Growth ………………..29
3.6.4 Materials Forecast……………….31
4 Material Market Drivers & Dynamics ………….. 32
4.1 Ceramic Material Applications and Suppliers ………….. 32
4.1.1 Thermal Processes……………….34
4.1.2 Dry Etching Process………………..35
4.1.3 Deposition: Plasma CVD and PVD……………..35
4.1.4 Epitaxial Process……………….35
4.2 Material Shortages and Supply Chain Constraints …………. 36
4.3 Materials Trends………………… 37
4.4 Technical Drivers / Material Changes and Transitions (no significant changes since 2021)…. 38
4.4.1 Material Trends for the Leading-Edge (no substantial changes since 2021)……39
4.4.2 Trends/Impact/Status of Legacy Materials (200 mm & 150 mm) (no substantial changes since 2021)…………..40
4.5 Comment on Regional Trends/Drivers …………… 40
4.6 EHS, Logistic, AND Exogenous (Weather) Market Issues………. 41
5 Supplier Market Landscape …………….. 44
5.1 Ceramics Overall Market Size and Forecast………….. 44
5.1.1 Ceramic Components Fabricators: ……………45
5.2 Ceramic Suppliers Total Market Share Roll-up…………. 48
5.2.1 COVID19 Impact on Ceramic Fabrication …………..50
5.3 Ceramic Component Market Summary ………….. 50
5.3.1 2021 to 2022 Market Dynamics – OEMS and Chip Fabs……….52
5.4 M&A Activity ……………….. 53
5.5 Expansions or New Plants of Existing Suppliers………….. 54
5.6 Suppliers or Parts/Product Line that Are at Risk of Discontinuation ……. 55
5.7 Pricing Trends…………………. 55
5.8 Aluminum Nitride (AlN) Market Segment………….. 56
5.8.1 AlN Competitive Market Shares & Activity (no significant changes since 2021)……58
5.9 Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) Components………. 59
5.9.1 Al2O3 Opportunities and Impact of Automotive Applications………61
5.10 Silicon Carbide / CVD SiC Market Segment………… 62
5.10.1 CVD SiC ……………………65
5.10.2 Alternatives to SiC Component Technology ………….67
5.11 Ceramics Market Regional Activity ………….. 68
5.12 Ceramic Fabrication by Process Segment………….. 69
6 Sub tier material supply chain……………. 71
6.1 Sub-Tier, Ceramic Blank Manufacturers ……………. 71
6.2 Aluminia (Al2O3) Production Process………….. 72
6.2.1 Vertically Integrated Alumina Producers……………74
6.3 Silicon Carbide – SiC Sub-tier Players & Price Points………. 75
6.4 Yttria Powder Production Players & Price Points………… 76
6.5 M&A of Raw Materials Companies…………… 77
6.6 New Plants or Expansions……………. 77
6.7 Plant Closures & Products at risk of discontinuation ………… 78
7 Supplier profiles (Fabricators) ……………. 79
8 Appendices ……………….. 209
TABLE OF FIGURES
Figure 1: Total Ceramics Market Forecast and Growth Estimates (2020-2026) …….. 8
Figure 2: Global Economy and the Electronics Supply Chain (2021) ……… 17
Figure 3: Worldwide Semiconductor Sales…………….. 18
Figure 4: 2022 and 2023 Semiconductor Revenue Outlook…………. 18
Figure 5: Monthly Sales Trends of Taiwan Outsource Manufacturers (TSMC, UMC, VIS, ASE, ChipMOS, KYEC) … 19
Figure 6: 2021 Semiconductor Chip Applications………….. 20
Figure 7: Mobile Phone Shipments WW Estimates………….. 21
Figure 8: Worldwide PC and Tablet Forecast, 2021, Q3 …………. 21
Figure 9: EV Sales Trends……………….. 22
Figure 10: Semiconductor Spend per Vehicle Type………….. 23
Figure 11: Chip Expansions 2021-2026 > US$500 B ………….. 25
Figure 12: Semiconductor Chip Manufacturing Regions of the World………. 26
Figure 13: 3-month Average Semiconductor Equipment Billings ………. 27
Figure 14: Overview of Device Technology Roadmaps…………. 27
Figure 15: Europe Chip Expansion Upside……………… 29
Figure 16: TECHCET Wafer Start Forecast by Node …………… 30
Figure 17: Global Semiconductor Materials Outlook………… 31
Figure 18: Ceramic Products for Semiconductor Applications ………. 33
Figure 19: Fabricated Ceramics Components for Thermal Process……… 34
Figure 20: Fabricated Ceramics Components for Dry Etching Process……… 35
Figure 21: Total Ceramics Market Forecast and Growth Estimates (2020-2026) ……. 45
Figure 22: 2021 Market Shares for All Ceramics (incl. SiC/CVD SiC)……… 49
Figure 23: WW Ceramics Components Forecast……………. 51
Figure 24: Aluminum Nitride (AlN) Components Forecast and Growth Estimate…….. 57
Figure 25: AlN Parts Fabricator Market Share Estimates (as a % of total revenues) …. 59
Figure 26: Alumina (+ other oxides) Component Revenue Forecast Estimate…… 60
Figure 27: Alumina + BN, YtO, ZrO Parts Fabricator Market Share Estimate (as a % of total revenues)…………………….. 61
Figure 28: 99.8% and HPA (99.99) Alumina Components Forecast (metric tons)…….. 62
Figure 29: CVD Components Market Revenues ($M’s USD)…………. 63
Figure 30: SiC (+ CVD SiC) Components Market Shares (as a % of total revenues) …… 64
Figure 31: CVD SiC Components Market Forecast …………… 65
Figure 32: CVD SiC Components by Share of Application (as % of total revenues)…… 66
Figure 33: CVD SiC Components Relative Pricing………….. 67
Figure 34: 2021 Regional Shares of Equipment Components (% of end-use location) …. 68
Figure 35: Equipment and Silicon Parts Demand by Technology Nodes……… 70
Figure 36: Global Bauxite Mining Locations (as a % of total metric tons) …….. 73
Figure 37: Alumina Production by Region (as a % of total metric tons) …….. 74
Figure 38: Specialty Alumina Powder by Supplier (Raw Material as a % of total metric tons) …. 74
LIST OF TABLES
Table 1: Ceramic Segment Revenues and CAGRs…………… 11
Table 2: 2021 TECHCET Critical Material Reports……………. 14
Table 3: Global GDP and Semiconductor Revenues………….. 15
Table 4: WorldBank World Economic Outlook………….. 16
Table 5: Data Center Systems and Communication Services Forecast 2022…….. 24
Table 6: Total Fabricated Ceramic Components Revenue History and Forecast*….. 45
Table 7: Ceramic Fabricators (including SiC) Offerings………….. 47
Table 8: 2021 TECHCET WW Ceramics Components 5-year Forecast …….. 51
Table 9: Total SIC Components Market Revenues Forecast and CVD SiC Split ($M’s USD)… 64
Table 10: Production Ranking of Ceramic Blank Manufacturers ………. 72
Table 11: Product Offerings and Purity of Leading Alumina Powder Producers…… 75
Table 12: High Purity Silicon Carbide Powder Producers Ranking………… 76
Table 13: High Purity Alumina Nitride Powder Producers Ranking ……….. 83
