스퍼터 타겟의 공급망 및 시장 분석 보고서

출판:Techcet 출판년월:2021년08월

Sputter Targets: Supply-Chain & Market Analysis

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Sputter Targets & Metals Demand Met with COVID-impacted Lead-times and Costs
Delivery lead-times lengthening and costs spike as Targets Revenues push ahead 8.5% to US$740 Million
San Diego, CA, September 13, 2021:  TECHCET—the electronic materials advisory firm providing business and technology information— announced COVID-19 related logistic issues remain, causing increased delivery lead-times and higher logistic costs for targets and metals among other materials. Chip fabricators and sputtering target suppliers both confirm tight supply and long lead-times for Cu/Cu alloy targets, as well as, Cu and Ta Hollow Cathode Magnetron (HCM) targets used in 200 mm Novellus (Lam Research) PVD systems. Longer lead-times for Cu and Cu alloy targets are the result of strong demand for these materials in advanced device fabrication and raw material price increases.


코로나의 영향을 받는 리드 타임 및 비용으로 스퍼터 타겟 및 금속 수요 충족
목표 수익이 8.5% 증가한 7억 4천만 달러로 배송 리드 타임이 길어지고 비용이 급증
캘리포니아 샌디에이고, 2021년 9월 13일: 비즈니스 및 기술 정보를 제공하는 전자 재료 자문 회사인 TECHCET은 COVID-19 관련 물류 문제가 남아 있어 다른 재료 중에서 표적 및 금속에 대한 배송 리드 타임 증가와 물류 비용 증가를 야기한다고 발표했습니다. 칩 제조 업체와 스퍼터링 타겟 공급업체는 200mm Novellus(Lam Research) PVD 시스템에 사용되는 Cu 및 Ta 중공 음극 마그네트론(HCM) 타겟뿐만 아니라 Cu/Cu 합금 타겟에 대한 타이트한 공급과 긴 리드 타임을 확인합니다. Cu 및 Cu 합금 타겟에 대한 더 긴 리드 타임은 고급 장치 제조 및 원자재 가격 상승에서 이러한 재료에 대한 강한 수요의 결과입니다.

 

Raw material metal pricing is increasing in a number of segments, such as Cu, Co, Al, and Ta, given the demand increase with an improving global economy. The limited development of new Cu mines, coupled with aging, less productive existing mines, could also put pressure on future pricing as overall demand is forecasted to increase in the coming decades. The pricing for precious metals, such as Ag, Pd, Ru, and Ir has risen as well: Ag and Pd pricing up 40% from the early 2020 baseline and, versus the same baseline, both Ru and Ir experiencing triple-digit price increases.


원자재 금속 가격은 세계 경제 개선과 함께 수요 증가를 감안할 때 Cu, Co, Al, Ta와 같은 여러 부문에서 인상되고 있습니다. 새로운 Cu 광산의 제한된 개발과 노후화되고 생산성이 떨어지는 기존 광산은 향후 수십 년 동안 전체 수요가 증가할 것으로 예상되므로 향후 가격 책정에 압력을 가할 수 있습니다. Ag, Pd, Ru 및 Ir과 같은 귀금속 가격도 상승했습니다. Ag 및 Pd 가격은 2020년 초 기준선에서 40% 인상되었으며 동일한 기준선과 비교하여 Ru와 Ir 모두 세 자리 수 가격 인상을 경험했습니다.

 

Sputter Targets: Supply-Chain & Market Analysis - Techcet

With supply-demand out of balance especially for Cu/Cu alloy targets, fabs are more receptive to working with “smaller” target suppliers versus the traditionally larger players in the market. TECHCET is aware of memory makers looking at smaller, non-traditional semiconductor industry target suppliers. This drive to pursue alternative sources for Cu/Cu alloy target suppliers may be driven in part to seek more competitive pricing.

The sputtering target (excluding precious metals) market will total US$740 million in 2021, up 8.5% from 2020. Tantalum is the leading target revenue generator due to its high intrinsic cost and selling price, though Ta is replaced in 7nm & below Logic applications.

 

보고서 주요 내용

  • Provides a detailed look and analysis of the sputter targets market and supply chain as applied to semiconductor device manufacturing
  • 반도체 장치 제조에 적용되는 스퍼터 타겟 시장 및 공급망에 대한 자세한 보기 및 분석 제공
  • Included are raw material supply chain dynamics and companies, target manufacturing cost considerations, pricing trends and more
  • 반도체 장치 제조에 적용되는 스퍼터 타겟 시장 및 공급망에 대한 자세한 보기 및 분석 제공
  • Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
  • 공급망 관리자, 프로세스 통합 및 R&D 이사, 비즈니스 개발 및 재무 분석가를 위한 집중 정보 제공
  • Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments
  • 주요 공급업체, 자재 공급망의 문제/동향, 공급업체 시장 점유율 추정 및 자재 부문 예측에 대한 정보를 다룹니다.

보고서 주요 목차

요약
범위, 목적 및 방법론
시장 전망
스퍼터링 타겟 시장 동향
공급업체 시장 풍경
기술 동인/재료 변경 및 전환
하위 계층 공급망 금속
공급업체 프로필
부록


목차

1 EXECUTIVE SUMMARY 11

1.1 TARGET BUSINESS – MARKET OVERVIEW 12
1.2 TARGET MARKET TRENDS 13
1.3 TARGET MARKET ASSESSMENT 14
1.4 TECHNOLOGY TRENDS 15
1.5 TARGET REVENUES 5-YEAR FORECAST 17
1.6 PRECIOUS METAL TARGET MARKET REVENUE FORECAST 18
1.7 COMPETITIVE LANDSCAPE 19
1.8 EHS ISSUES/CONCERNS 20

2 SCOPE, PURPOSE AND METHODOLOGY 21

2.1 SCOPE 22
2.2 PURPOSE 24
2.3 METHODOLOGY 25
2.4 OVERVIEW OF OTHER TECHCET CMR? REPORTS 26

3 MARKET OUTLOOK 27

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 SEMICONDUCTOR INDUSTRY OUTLOOK 34
3.1.5 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST 35
3.2 ELECTRONIC GOODS MARKET 36
3.2.1 SMARTPHONES 37
3.2.2 PC UNIT SHIPMENTS 38
3.2.3 AUTOMOTIVE SALES 39
3.2.3.1 AUTOMOTIVE SALES AND IMPACT ON SEMICONDUCTOR SALES 40
3.2.3.2 ELECTRIC VEHICLE (EV) MARKET TRENDS 41
3.2.3.3 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
3.2.3.4 SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM 43
3.2.4 SERVERS/IT 44
3.2.4.1 SERVERS/IT, CONTINUED ? FORECASTS 45
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 46
3.3.1 SEMICONDUCTOR UNITS AND WAFER SHIPMENT GROWTH FORECAST 47
3.3.2 EQUIPMENT SPENDING TRENDS 48
3.3.3 RECENT INVESTMENT AND FAB/PLANT EXPANSION ACTIVITY 51
3.3.4 OVERALL CHINA MARKET TRENDS 53
3.4 POLICY & TRADE TRENDS AND IMPACT 55
3.4.1 POLICY AND TRADE ISSUES 56
3.4.2 U.S. CHIPS ACT 58
3.4.3 OTHER SEMICONDUCTOR FUNDING ACTIVITY 59
3.5 SEMICONDUCTOR MATERIALS OUTLOOK 60
3.5.1 SEMICONDUCTOR ? LEADING EDGE NODE GROWTH 61
3.5.2 TECHCET WAFER START FORECAST 62
3.5.3 SEMICONDUCTOR MATERIALS FORECAST 63

4 SPUTTERING TARGET MARKET TRENDS 64

4.1 2021 ASSESSMENT 65
4.1.1 CY2021 MARKET ASSESSMENT 66
4.1.2 2021 TARGET MARKET REVENUE ESTIMATE 67
4.1.3 CY2020 IN REVIEW 68
4.1.3.1 2020 TARGET MATERIAL MARKET SHARE 69
4.2 SUB-TIER SUPPLY-CHAIN STATUS & TRENDS FOR 2021 70
4.3 COMMENT ON REGIONAL TRENDS/DRIVERS 71
4.3.1 REGIONAL TRENDS AND ISSUES 72
4.3.2 SPUTTERING TARGET PRODUCTION LOCATIONS ? REGIONAL TRENDS 73
4.3.3 REGIONAL MARKET SIZE AND TRENDS 74
4.4 METAL TARGET COST STRUCTURE 75
4.4.1 ESTIMATED TARGET COST STRUCTURE OVERVIEW 76
4.5 EHS, REGULATIONS, AND LOGISTIC ISSUES 77
4.5.1 LOGISTIC ISSUES 78
4.5.2 EHS ISSUES 79
4.5.3 REGULATIONS: U.S. 80
4.5.4 REGULATIONS: EU 81

5 SUPPLIER MARKET LANDSCAPE 82

5.1 MARKET STATISTICS & FORECASTS 83
5.1.1 TARGET MARKET FORECAST 84
5.1.2 ESTIMATE FOR PRECIOUS METAL TARGET MARKET 85
5.1.3 FORECAST METHODOLOGY 86
5.1.4 ESTIMATED 2020 MARKET SHARE 87
5.1.5 TARGET SUPPLIER UPDATES 88
5.1.6 EMERGING MEMORY TARGETS MATERIAL SUPPLIERS 91
5.1.7 RUTHENIUM TARGET SUPPLIERS 92
5.2 M&A ACTIVITY AND PARTNERSHIPS 93
5.3 PLANT CLOSURES 95
5.4 NEW ENTRANTS 96
5.5 SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF DISCONTINUATION 97
5.5.1 RISKS AND DISCONTINUATIONS 98
5.6 TECHCET ANALYST ASSESSMENT 99

6 TECHNICAL DRIVERS/MATERIAL CHANGES AND TRANSITIONS 102

6.1 TECHNICAL DRIVERS/MATERIAL CHANGES AND TRANSITIONS 103
6.1.1 DEVICE TECHNOLOGY FOUNDRY/LOGIC ROADMAP 104
6.1.2 ALTERNATIVE METAL EXAMPLES FOR LOGIC 105
6.1.3 PVD PROCESSES FOR 10NM & BELOW LOGIC 107
6.1.4 FOUNDRY/LOGIC INTERCONNECTS 108
6.1.5 NAND ROADMAP 109
6.1.6 TECHNOLOGY ROADMAP FOR 3D NAND 110
6.1.7 GENERAL PVD PROCESSES FOR 3D NAND 111
6.1.8 DRAM ROADMAP 112
6.1.9 PVD PROCESSES IN ADVANCED DRAM 113
6.1.10 MEMORY DEVELOPMENT REQUIREMENTS 114
6.1.11 EMERGING MEMORY MATERIALS 115
6.1.12 MRAM TARGET NEEDS AND ISSUES 116
6.1.13 GST FOR PCM 117
6.1.14 PZT FILMS 118
6.1.15 PIEZOELECTRIC MATERIALS ? AL ALLOYS (ALSC AND ALN) 119

7 SUB-TIER SUPPLY-CHAIN METALS 120

7.1 SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS 121
7.1.1 COPPER METAL 122
7.1.2 TANTALUM METAL 125
7.1.3 ALUMINUM METAL 129
7.1.4 TITANIUM METAL 131
7.1.5 TUNGSTEN METAL 136
7.1.6 COBALT METAL 140
7.1.7 PRECIOUS METALS 143
7.1.8 HIGH-PURITY MANGANESE 148
7.1.9 RARE EARTHS 149
7.2SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 154
7.2.1 SUB-TIER SUPPLY-CHAIN DISRUPTIONS 155
7.3 SUB-TIER SUPPLY-CHAIN: M&A ACTIVITY 156
7.4 SUB-TIER SUPPLY CHAIN: EHS AND LOGISTICS ISSUES 157
7.4.1 SUB-TIER SUPPLY-CHAIN EHS AND LOGISICS ISSUES 158
7.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 159
7.6 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 160
7.6.1 CU METAL PRICING 161
7.6.2 AL METAL PRICING 162
7.6.3 TA METAL PRICING 163
7.6.4 TI METAL PRICING 164
7.6.5 W METAL PRICING 165
7.6.6 CO METAL PRICING 166
7.6.7 PRECIOUS METAL PRICING 167
7.7 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 173
7.7.1 ASSESSMENT 174

8 SUPPLIER PROFILES 175

Furuya Metal Co. Ltd.
GO Element Corp.
Grikin
Honeywell Electronic Materials
JX NIPPON
KMFI
Materion Advanced Materials
Pioneer Materials Inc.
Linde (former Praxair)
Solar Applied Materials Technology
Sumitomo Chemical Co.
Tanaka Precious Metals
TOP Metal Material
Tosoh SMD
Umicore Electro Optic Materials
Vacuum Engineering & Materials
Vital Materials Co. Limited
PLASMATERIALS
Kojundo Chemical Laboratory Co., Ltd.

9 APPENDICES 225

APPENDIX A ? INTERCONNECT TRENDS: RUTHENIUM 226
APPENDIX B ? PIEZOELECTRIC MATERIALS: ALN AND ALSC PIEZOELECTRICS 227
APPENDIX C ? TA METAL: CLOSED MARKET ECONOMICS 228
APPENDIX D ? W METAL: FANYA BOURSE 229
TABLE OF FIGURES
FIGURE 1: SPUTTERING TARGET MARKET FORECAST 17
FIGURE 2: PRECIOUS METAL TARGET FORECAST 18
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2020) 31
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES 32
FIGURE 5: WORLDWIDE SEMICONDUCTOR SALES 33
FIGURE 6: SEMICONDUCTOR REVENUES 2021 34
FIGURE 7: SEMICONDUCTOR WAFER AREA SHIPMENTS 35
FIGURE 8: SEMICONDUCTOR CHIP APPLICATIONS 36
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES 37
FIGURE 10: PC NOTEBOOK SHIPMENTS 38
FIGURE 11 : U.S. AUTOMOTIVE SALES 39
FIGURE 12: MONTHLY AUTOMOTIVE SALES TRENDS 40
FIGURE 13: GLOBAL EV TRENDS 41
FIGURE 14: SEMICONDUCTOR SPEND PER VEHICLE TYPE 42
FIGURE 15: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION 43
FIGURE 16: AMAZON SERVER FARM 44
FIGURE 17: SEMICONDUCTOR WAFER AREA SHIPMENTS 47
FIGURE 18: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS 48
FIGURE 19: CAPITAL SPENDING TRENDS BY TECHNOLOGY NODE 49
FIGURE 20: OVERVIEW OF LOGIC ROADMAP TRENDS 50
FIGURE 21: CHINA IC MARKET AND PRODUCTION TRENDS 53
FIGURE 22: 300MM WAFER STARTS 61
FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 63
FIGURE 24: SPUTTERING TARGET 2021 MARKET FORECAST 67
FIGURE 25: 2020 SPUTTERING TARGET MARKET BY REVENUES 69
FIGURE 26: REGIONAL SHARE (AS A % OF TOTAL TARGET DEMAND BY USD) 71
FIGURE 27: SPUTTERING TARGET MARKET FORECAST 84
FIGURE 28: PRECIOUS METAL TARGET FORECAST 85
FIGURE 29: EST. 2020 SUPPLIER MARKET SHARE 87
FIGURE 30: DAMASCENE PROCESS 105
FIGURE 31: ALTERNATIVE METAL EXAMPLES 106
FIGURE 32: ROADMAP FOR 3D NAND 110
FIGURE 33: PVD PROCESSES FOR 3D NAND 111
FIGURE 34: DRAM SEM CROSS SECTION 113
FIGURE 35: 2020 EST. GLOBAL CU MINE PRODUCTION 20 MILLION MT 122
FIGURE 36: 2020 GLOBAL REFINED CU CONSUMPTION 24.5 MILLION MT 124
FIGURE 37: 2020 EST. TANTALUM MINE PRODUCTION 1700 MT 125
FIGURE 38: 2019 TANTALUM PRODUCT DEMAND (~1,900 T) 127
FIGURE 39: EST. WORLD ALUMINUM SMELTING PRODUCTION 2020 65.2 MILLION MT 129
FIGURE 40: EST. 2020 GLOBAL AL DEMAND 89.8 MT 130
FIGURE 41: EST. GLOBAL TI CONCENTRATE MINING PRODUCTION-2020 7,600 KT 131
FIGURE 42: EST. GLOBAL TI SPONGE CAPACITY-2019 >210,000 MT 132
FIGURE 43: EST. 2020 W MINE PRODUCTION 84,000 T 136
FIGURE 44: 2020 GLOBAL W DEMAND ~92,000 137
FIGURE 45: EST. 2020 CO MINE PRODUCTION 140 MILLION MT 140
FIGURE 46: EST. 2020 GLOBAL CO DEMAND >120,000 MT 142
FIGURE 47: 2020 AU MINING PRODUCTION ~3,500 MT 143
FIGURE 48: 2020 AG MINING PRODUCTION ~24,500 MT 144
FIGURE 49: LME CU PRICE CHART 161
FIGURE 50: LME AL PRICE CHART 162
FIGURE 51: APT (W) PRICE CHART 165
FIGURE 52: LME CO METAL PRICE CHART 166
FIGURE 53: GOLD METAL PRICE CHARTS 167
FIGURE 54: SILVER METAL PRICE CHARTS 167
FIGURE 55: PLATINUM METAL PRICE CHARTS 168
FIGURE 56: PALLADIUM METAL PRICE CHARTS 168
FIGURE 57: IRIDIUM METAL PRICE CHARTS 169
FIGURE 58: RUTHENIUM METAL PRICE CHARTS 169
FIGURE 59: SC CONTENT IN AL VS. PIEZOELECTRIC RESPONSE 178
TABLES
TABLE 1: CMR REPORT SCHEDULE 26
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 29
TABLE 3: IMF WORLD ECONOMIC OUTLOOK* 30
TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021 45
TABLE 5: DEVICE MAKER INVESTMENT ACTIVITY 51
TABLE 6: DEVICE MAKER INVESTMENT ACTIVITY 52
TABLE 7: US CHIPS ACT PROVISIONS 58
TABLE 8: SPUTTERING TARGET SUPPLIER MANUFACTURING LOCATIONS 73
TABLE 9: REGIONAL MARKETS 74
TABLE 10: TARGET COST STRUCTURE 76
TABLE 11: PHASE CHANGE MATERIAL AND MRAM TARGET SUPPLIERS 91
TABLE 12: RUTHENIUM TARGET SUPPLIERS 92
TABLE 13: LOGIC/FOUNDRY ROADMAP 104
TABLE 14: METALS ROADMAP FOR LOGIC DEVICES 106
TABLE 15: PVD PROCESSORS FOR 10NM & BELOW LOGIC 107
TABLE 16: NAND ROADMAP 109
TABLE 17: PVD PROCESSES FOR 3D NAND 111
TABLE 18: DRAM ROADMAP 112
TABLE 19: DRAM PVD PROCESS STEPS 113
TABLE 20: STATUSES OF GLOBAL MINING PROJECTS 141
TABLE 21: PRECIOUS METALS APPLICATIONS 145
TABLE 22: RARE EARTH USAGE BY APPLICATION 149
TABLE 23: SC MARKET APPLICATIONS 153
TABLE 24: METAL FUTURE AVAILABILITY 155


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