반도체 디바이스 제조 프로세스용 습식 화학품과 전용 세정제 2022년

출판 : Techcet   출판년월 : 2022년05월

WET CHEMICALS AND SPECIALTY CLEANING CHEMISTRY 2022: For Semiconductor Device Process Applications

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리포트목차    주문/문의    납기/라이센스안내

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TECHCET「반도체 디바이스 제조 프로세스용 습식 화학품과 전용 세정제 2022년 – WET CHEMICALS AND SPECIALTY CLEANING CHEMISTRY 2022: For Semiconductor Device Process Applications」는 반도체 제조공정 등에서 사용되고 있는 습식화학품(습식케미칼)과 전용세정제(스페셜티클리닝) 시장을 조사하여 시장개황과 공급체인에 관한 정보를 제공하고 있습니다。

보고서 개요

  • 반도체 디바이스 제조 등에 사용되는 습식 화학물질(습식 화학) 시장 및 공급망에 대한 정보 제공
  • TECHCET 데이터베이스와 수석 분석가의 경험을 바탕으로 데이터와 분석을 게시합니다. 또 1차 조사와 2차 조사에서 얻은 정보도 게재.
  • 공급망 관리자, 프로세스 통합 및 연구회 셔츠 책임자, 업무 및 재무 분석가를 위한 정보를 엄선.
  • 주요 공급업체 정보, 재료 공급망의 문제/동향, 공급업체의 시장 점유율 평가, 재료 세그먼트 예측 등을 게시합니다.

주요 게시물

  1. 이그제큐티브 요약
  2. 조사 범위, 목적, 조사 기법
  3. 반도체 산업의 시장 상황과 전망
    1. 세계 경제
    2. 전자 제품 시장
    3. 반도체 제조 성장 및 확장
    4. 정책 및 무역 추세 및 영향
    5. 반도체 재료 전망
  4. 습식 화학품 시장 동향
    1. 시장 동향
    2. 기술 동향
    3. EHS, 물류, 에너지 문제
  5. 벌크 화학 시장 및 예측
    1. 화학품 총 수익 5년 예측
    2. 황산 (H2SO4)
    3. 과산화수소(H2O2)
    4. 인산(H3PO4)
    5. 불화수소산(HF)/BOE(Buffered Oxide Etch)
    6. 질산(HNO3)
    7. 이소프로판올
    8. HCL
    9. 수산화암모늄(NH4OH)
    10. 경쟁 환경
    11. 벌크 습식 화학 평가
  6. 세정제 처방
    1. 에칭 후 잔류물 제거액(PERRS)
    2. CMP 공정 후 세척
  7. 공급업체 정보

Report Overview

  • Covers the wet chemicals market and supply-chain issues for such used in semiconductor device fabrication.
  • 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 information for supply-chain managers, process integration and R&D directors, as well as business and financial analysts.
  • Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

목차

1 EXECUTIVE SUMMARY 12

1.1 PROCESS CHEMICALS – MARKET OVERVIEW 13
1.2 2022 CHEMICAL CMR REPORT CHANGES 14
1.3 MARKET TRENDS IMPACTING MATERIALS PROCESS CHEMICAL OUTLOOK 15
1.4 YEAR 2021 IN REVIEW 16
1.5 SEGMENT 5-YEAR REVENUE FORECAST 17
1.6 BULK SEGMENT VOLUME TRENDS 18
1.7 TECHNOLOGY TRENDS 19
1.8 COMPETITIVE LANDSCAPE 20
1.9 EHS ISSUES/CONCERNS 21
1.10 PROCESS CHEMICALS MARKET ASSESSMENT 22

2 SCOPE, PURPOSE AND METHODOLOGY 26

2.1 SCOPE 27
2.2 PURPOSE 28
2.3 METHODOLOGY 29
2.4 OVERVIEW OF OTHER TECHCET CMR? REPORTS 30

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 31

3.1 WORLDWIDE ECONOMY 32

3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 34
3.1.2 SEMICONDUCTOR SALES GROWTH 35
3.1.3 TAIWAN MONTHLY SALES TRENDS 36

3.2 ELECTRONIC GOODS MARKET 37

3.2.1 SMARTPHONES 38
3.2.2 PC UNIT SHIPMENTS 39
3.2.1.1 ELECTRIC VEHICLE (EV) MARKET TRENDS 40
3.2.1.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 41
3.2.2 SERVERS / IT MARKET 42

3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 43

3.3.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 44
3.3.2 WW FAB EXPANSION DRIVING GROWTH 45
3.3.3 EQUIPMENT SPENDING TRENDS 46
3.3.4 TECHNOLOGY ROADMAPS 47
3.3.5 FAB INVESTMENT ASSESSMENT 48

3.4 POLICY & TRADE TRENDS AND IMPACT 49

3.4.1 POLICY AND TRADE ISSUES 50

3.5 SEMICONDUCTOR MATERIALS OUTLOOK 51

3.5.1 COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES? 52
3.5.2 CONTINUED LOGISTICS ISSUES PLAGUE THE WESTERN WORLD 53
3.5.3 TECHCET WAFER STARTS FORECAST THROUGH 2026 54
3.5.4 TECHCET WAFER START FORECAST 55
3.5.3 TECHCET’S MATERIALS FORECAST 56

4 WET CHEMICAL MARKET TRENDS 57

4.1 MARKET TRENDS 58

4.1.1 MARKET TRENDS- ISSUES 59
4.1.2 WET CHEMICALS MARKET SEGMENT TRENDS 60
4.1.3 REVENUE PCMP CLEANS 5-YEAR FORECAST 61
4.1.4 KEY POINTS – CHEMICAL MARKET ASSESSMENT / ANALYSIS 62

4.2 TECHNICAL TRENDS 63

4.2.1 SUPPLIER INVESTMENTS 64
4.2.1.1 EXPANSION US 65
4.2.1.2 US CAPACITY SHORT FALL-EXERT FROM 66
4.2.2 SUPPLIER INVESTMENTS- TAIWAN 67
4.2.3 SUPPLIER INVESTMENTS- KOREA 68
4.2.4 SUPPLIER ACTIVITY CHINA 69
4.2.5 SUPPLIER INVESTMENTS- JAPAN 70
4.2.6 CHEMICAL DEMAND GROWTH IN EUROPE 71
4.2.7 SUMMARY OF REGIONAL INVESTMENTS & LOCALIZATION TRENDS 72

4.3 TECHNICAL TRENDS 73

4.3.1 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 74
4.3.2 TECHNOLOGY CHALLENGE 75
4.3.3 DEVICE ARCHITECTURE ROADMAP REVEAL CLEANING CHALLENGES  – LOGIC (IMEC) 76
4.3.3.1 CMOS CLEANING CHALLENGES(IMEC) 77
4.3.4 LESSON BEYOND – <10NM 78

4.4 EHS, LOGISTICS, AND ENERGY ISSUES 79

4.4.1 OVERVIEW OF EHS, LOGISTIC, AND ENERGY ISSUES 80
4.4.2 LOGISTICS ISSUES 81
4.4.2.1 US LOGISTIC ISSUE PARTICULARLY CHALLENGING FOR IMPORTED CHEMICALS 82
4.4.2.2 PORT OF LOS ANGELES (POLA) OPERATIONS 83
4.4.2.3 VOLUMES OF FREIGHT CONTAINERS 84
4.4.2.4 OCEAN FREIGHT COSTS 85
4.4.2.5 US FREIGHT ISSUES AND RATES 86
4.4.3 ENERGY COSTS 87
4.4.3.1 ENERGY COST 88
4.4.3.2 OIL PRICE FORECAST 89
4.4.3.3 EU ELECTRICITY COST 90

5 BULK CHEMICALS MARKETS & FORECASTS 91

5.1 TOTAL CHEMICAL FIVE YEAR FORECAST BY REVENUE 92

5.1.2 BULK CHEMICAL FIVE YEAR FORECAST BY VOLUME 93
5.1.3 COMMERCIAL CHEMICAL APPLICATIONS AND END MARKETS 94
5.1.4 TECHCET ANALYST ASSESSMENT- BULK CHEMICALS 95
5.1.5 SUPPLY-CHAIN TRENDS AND HAPPENINGS HIGHLIGHTS 96

5.2 SULFURIC ACID H2SO4 97

5.2.1 H2SO4 ELECTRONIC GRADE 5-YEAR REVENUE FORECAST 98
5.2.2 SULFURIC ACID REVENUES 99
5.2.3 MAJOR SUPPLIERS OR DISTRIBUTORS OF H2SO4 100
5.2.3 SULFURIC ACID SUPPLIERS 101
5.2.4 H2SO4 SUB-TIER SUPPLY-CHAIN – BY REGION 102
5.2.5 COMMERCIAL H2SO4 PRICES 103

5.3 HYDROGEN PEROXIDE H2O2 104

5.3.1 HYDROGEN PEROXIDE 5-YEAR FORECAST 105
5.3.2 H2O2 REVENUE FORECAST 106
5.3.3 SUPPLIERS 107
5.3.4 H2O2 REGIONAL TRENDS 108
5.3.4.1 COMMERCIAL H2O2- REGIONAL TRENDS 109
5.3.5 COMMERCIAL H2O2 PRICE TRENDS 110
5.3.6 H2O2 SUPPLY DYNAMICS 111

5.4 PHOSPHORIC ACID H3PO4 112

5.4.1 H3PO4 5-YEAR VOLUME FORECAST 113
5.4.2 PHOSPHORIC ACID REVENUE 114
5.4.3 H3PO4 MAJOR SUPPLIERS /PRODUCERS 115
5.4.4 COMMERCIAL GRADE H3PO4 – PRICE 116
5.4.5 PRICING TRENDS 117
5.4.6 MARKET DYNAMICS: COMMERCIAL GRADE VS. SEMI GRADE 118
5.4.6.1 COMMERCIAL MARKET VIEWS 119
5.4.7 H3PO4 MARKET DYNAMICS 120

5.5 HYDROFLUORIC ACID HF / BOE (BUFFERED OXIDE ETCH) 121

5.5.1 HF VOLUME FORECAST 122 5.5.2 HF REVENUE FORECAST 123
5.5.3 MAJOR SUPPLIERS OF DISTRIBUTORS OF HF 124
5.5.3 MAJOR SUPPLIERS ARE DISTRIBUTORS OF HF 125
5.5.4 HF REGIONAL TRENDS 126 5.5.5 FLUORSPAR SPOT PRICE 128
5.5.6 HF SUPPLY-CHAIN DYNAMICS 129

5.6 NITRIC ACID HNO3 130

5.6.1 HNO3 131
5.6.2 HNO3 5-YEAR VOLUME FORECAST 132
5.6.3 HNO3 REVENUE 133
5.6.5 NITRIC ACID SUPPLIERS 134
5.6.6 NITRIC ACID PRICING 135
5.6.7 AMMONIA FEEDSTOCK 136

5.7 ISOPROPANOL IPA 137

5.7.1 ELECTRONIC IPA 5-YEAR VOLUME FORECAST 138
5.7.2 IPA REVENUE FORECAST 139
5.7.3 IPA SUPPLIERS 140
5.7.3.1 US IPA CAPABILITY 141
5.7.4 IPA PRICE TRENDS 142
5.7.5 IPA REGIONAL TRENDS 143
5.7.6 SEMICONDUCTOR IPA APPLICATIONS AND TRENDS 144
5.7.7 FEEDSTOCK FOR IPA: ACETONE STATUS BY REGION 145

5.8 HCL 146

5.8.1 HCL VOLUME FORECAST 147
5.8.2 HCL REVENUE 148
5.8.3 HCL SUPPLIERS 149
5.8.4 HCL SUPPLY-CHAIN DYNAMICS 150

5.9 NH4OH 151

5.9.1 NH4OH VOLUME FORECAST 152
5.9.2 NH4OH REVENUE FORECAST 153
5.9.3 NH4OH SUPPLIERS 154
5.9.4 COMMERCIAL AMMONIUM FRED INDEX 155

5.10 COMPETITIVE LANDSCAPE 156

5.10.1 BULK CHEMICAL SUPPLIER RANKING 157
5.10.2 ESTIMATED SUPPLIER RANKING BY REGION 158

5.11 BULK WET CHEMICALS ASSESSMENT 159

5.11.1 WET CHEMICAL MARKET ASSESSMENT / ANALYSIS 160

6 FORMULATED CLEANS 161

6.1 PERRS OVERVIEW – WHAT DO THEY CONSIST OF 162

6.1.1 AL PERR RELATIVE VOLUME GROWTH BY DEVICE 163
6.1.1.1 AL PERR REVENUE 164
6.1.2 CU PERR RELATIVE VOLUME GROWTH BY DEVICE 165
6.1.2.1 CU PERR REVENUE 166
6.1.3 PERR MARKET SHARE 167
6.1.4 PERR TRENDS – LEGACY VS. LEADING EDGE 168
6.1.4.1 PERR TRENDS – CLEANING COMPLEXITY 169
6.1.5 PERR CHEMISTRY ADDITIVES EXAMPLE 170
6.1.6 PERR MARKET DRIVERS 171
6.1.7 METAL CLEANS GROWTH DRIVERS 172
6.1.8 PERR MARKET ASSESSMENT 173

6.2 POST CMP CLEANS PCMP 174

6.2.1 PCMP CLEANING 175 6.2.2 PCMP CLEANS BY TYPE 176
6.2.3 POST CMP CLEANS BY DEVICE 177
6.2.4 PCMP REVENUE FORECAST 178
6.2.5 PCMP CLEAN MARKET SHARE 179
6.2.6 PCMP CLEAN MARKET DYNAMICS 180
6.2.7 GROWTH DRIVERS OF CMP CLEANS 181
6.2.8 PCMP CLEANING TRENDS & CHALLENGES 182
6.2.8.1 PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY 183
6.2.9 PCMP FUTURE PAST AND PRESENT – MATURE, INNOVATE AND EXPAND PCMP 184
6.2.10 TECHCET ASSESSMENT OF PCMP CLEANING MARKET 185

7 SUPPLIER PROFILES

FIGURES

FIGURE 1: TOTAL CHEMICAL REVENUES 13
FIGURE 2: CHEMICAL REVENUES BY TYPE 17
FIGURE 3: BULKS CHEMICAL VOLUMES 18
FIGURE 4: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2021) 34
FIGURE 5: WORLDWIDE SEMICONDUCTOR SALES 35
FIGURE 6: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX* 36
FIGURE 7: 2021 CHIP REVENUE 37
FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES 38
FIGURE 9: WORLDWIDE PC AND TABLET FORECAST, 2021, Q3 39
FIGURE 10: GLOBAL EV TRENDS 40
FIGURE 11: SEMICONDUCTOR SPEND PER VEHICLE TYPE 41
FIGURE 12: TSMC CONSTRUCTION SITE IN ARIZONA. 43
FIGURE 13: CHIP EXPANSIONS 2021-2026 > US$460 B 44
FIGURE 14: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 45
FIGURE 15: 3-MONTH AVERAGE SEMICONDUCTOR EQUIPMENT BILLINGS 46
FIGURE 16: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP 47
FIGURE 17: EUROPE CHIP EXPANSION UPSIDE 52
FIGURE 18: TECHCET WAFER START FORECAST BY NODE 54
FIGURE 19: TECHCET WAFER START FORECAST BY LOGIC NODE 55
FIGURE 20: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 56
FIGURE 21: Cu PERR REVENUE GROWTH 58
FIGURE 22: 2021 BULK CHEMICAL MARKET SEGMENT TRENDS 60
FIGURE 23: 2026 BULK CHEMICAL MARKET SEGMENT TRENDS 60
FIGURE 24: PCMP CLEANS AND FORECAST 61
FIGURE 25: INCREASE IN CLEANING STEPS 74
FIGURE 26: COMPLEXITY OF DEVICE STRUCTURE AND MATERIALS LEAD TO CLEANING COMPLEXITY 75
FIGURE 27: LOGIC DEVICE ARCHITECTURE ROADMAP 76
FIGURE 28: POLA CONTAINER VOLUMES 84
FIGURE 29: CHINA TO EUROPE FREIGHT PRICES 85
FIGURE 30: CHINA TO US FREIGHT PRICES 85
FIGURE 31: EUROPE ELECTRICITY PRICE TRENDS 90
FIGURE 32: TOTAL CHEMICAL REVENUE FORECAST 92
FIGURE 33: BULK CHEMICAL VOLUME FORECAST 93
FIGURE 34: H2SO4 VOLUME FORECAST 98
FIGURE 35: H2SO4 REVENUE FORECAST 99
FIGURE 36: H2SO4 PRICE INDEX 103
FIGURE 37: H2O2 VOLUME FORECAST 105
FIGURE 38: H2O2 REVENUE FORECAST 106
FIGURE 39: H2O2 PRICE TRENDS 110
FIGURE 40: H3PO4 VOLUME FORECAST 113
FIGURE 41: H3PO4 REVENUE FORECAST 114
FIGURE 42: COMMERCIAL H3PO4 PRICE 116
FIGURE 43: HF VOLUME FORECAST 122
FIGURE 44: HF REVENUE FORECAST 123
FIGURE 45: HNO3 VOLUME FORECAST 132
FIGURE 46: HNO3 REVENUE FORECAST 133
FIGURE 47: IPA VOLUME FORECAST 138
FIGURE 48: IPA REVENUE FORECAST 139
FIGURE 49: IPA PRICE VOLATILITY 142
FIGURE 50: IPA VOLUME FORECAST 147
FIGURE 51: HCL REVENUE FORECAST 148
FIGURE 52: NH4OH REVENUE FORECAST 152
FIGURE 53: NH4OH REVENUE FORECAST
FIGURE 54: COMMERCIAL AMMONIA FEEDSTOCK PRICE INDEX 155
FIGURE 55: AL PERR VOLUME GROWTH 163
FIGURE 56: AL PERR REVENUE GROWTH 164
FIGURE 57: CU PERR VOLUME GROWTH 165
FIGURE 58: CU PERE REVEN GROWTH 166
FIGURE 59: 2021 PERR MARKET SHARE 167
FIGURE 60: COMPLEXITY OF CLEANS 169
FIGURE 61: PCMP CHEMISTRY IN ACTION 174
FIGURE 62: RELATIVE NUMBER OF PCMP CLEANS FORECAST 176
FIGURE 63: RELATIVE NUMBER OF PCMP CLEANS FORECAST BY DEVICE TYPE 177
FIGURE 64: PCMP REVENUE FORECAST 178
FIGURE 65: 2021 PCMP CLEAN MARKET SHARE 179
FIGURE 66: LOGIC PCMP CLEANS 181
FIGURE 67 :TSMC CIRCULAR ECONOMY ON SULFURIC ACID 370
FIGURE 68: H2SO4 GENERIC PLANT DESIGN 373
FIGURE 69: IPA PRODUCTION 375
FIGURE 70: HF GENERIC PLANT DESIGN 378
FIGURE 71: ALF PRODUCTION COST 380

TABLES

TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 32
TABLE 2: IMF ECONOMIC OUTLOOK* 33
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2021 42
TABLE 4: CURRENT MARKET ISSUES FOR KEY CHEMICALS 59
TABLE 5: US CAPACITY SHORTFALLS EXPECTED 66
TABLE 6: WET CHEMICAL DEMAND GROWTH IN THE EUROPE 2027/2021 71
TABLE 7: OIL AND NATURAL GAS PRICE TRENDS 88
TABLE 8: OIL PRICE FORECAST FOR 2022, 2023, 2024, 2025 AND 2026 89
TABLE 9: KEY BULK CHEMICAL APPLICATIONS AND END MARKETS 94
TABLE 10: H2SO4 SUPPLIERS 100
TABLE 11: H2SO4 SUPPLIERS, ASIA 101
TABLE 12: KEY H2O2 SUPPLIERS 107
TABLE 13: ANNUAL PRODUCTION OF COMMERCIAL PHOSPHORIC ACID 118
TABLE 14: HF SUPPLIERS 124
TABLE 15: HF SUPPLIERS, ASIA 125
TABLE 16: IPA SUPPLIERS 140
TABLE 17: IPA PRICE VOLATILITY 141
TABLE 18: WAFER DRYING TECHNOLOGY 144
TABLE 19: NH4OH SUPPLIERS 154
TABLE 20- 2021 SUPPLIER RANKING ? OVERVIEW 157
TABLE 21: 2021 REGIONAL BULK CHEMICAL RANKING 158
TABLE 22: PCMP CLEANING CHEMISTRY AND SURFACE COMPATIBILITY 183


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