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半導体デバイス加工向けセラミック/SiC 装置部品

Ceramics / SiC Equipment Components

For Semiconductor Device Process Applications

 

出版社 出版年月電子版価格 ページ数図表数
Techcet
テクセット社
2019年10月US$8,468
サイトライセンス
232 155

サマリー

主な調査内容 (目次から抜粋)

  1. エグゼクティブサマリー
  2. 調査範囲
  3. 産業展望
  4. セラミック加工市場動向
  5. 加工市場環境
  6. セラミック二次(下請け)サプライヤ/メーカー
  7. 二次(下請け)材料サプライチェーン


目次

Table of Contents

1 Executive Summary .................. 7

1.1 Highlight Material Segment Business Trends (M&A, plant closures, new suppliers, etc.) 7

2 Scope ................... 9

2.1 Methodology ................... 10
2.2 TECHCET Reports .................. 10


3 Industry Market Outlook ............... 12

3.1 Worldwide Economy ................. 12
3.2 Electronic Goods Market ................. 18
3.3 Semiconductor Device Outlook .............. 23
3.4 Equipment Spending and Fab and Capital Investments ......... 26
3.5 Wafer Start Forecast ................. 31
3.6 Overall China Market News and Trends ............ 33

4 Ceramics Fabrication Market Trends .............. 36

4.1 Ceramics Supply-Chain Links ..............36
4.2 Materials Trends .................36
4.3 Qualification Challenges ............... 37
4.4 Components shortages and supply chain constraints .......... 37
4.5 Technical Drivers and Opportunities ............. 37
4.6 EHS Concerns .................... 38

5 Fabrication Market Landscape ............. 39

5.1 Ceramics Overall Market Growth ...............39
5.1.1 Ceramic Components Fabricators: .................. 39
5.2 Ceramic Suppliers Total Market Share Roll-up ........... 42
5.3 Ceramics Market Regional Activity ............ 43
5.4 Aluminum Nitride (AlN) Market Segment ............ 45
5.4.1 AlN Competitive Market Shares & Activity ............... 46
5.5 Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) Components ........ 48
5.5.1 Tech Trends & Opportunities for Al2O3 ................. 53
5.5.2 Alumina & Other Oxides M & A Update ................. 55
5.6 Silicon Carbide / CVD SiC Market Segment ............ 55
5.6.1 CVD SiC ...................... 57
5.7 OEM Components Market Segment............. 62
5.8 Ceramic Component Market Summary ............63

6 Ceramics Subtier Suppliers / Manufacturers .......... 65

6.1 Ceramic Blank Manufacturers ................65

7 Sub-tier Material Supply Chain (please provide info on > 3 sub-tier material segments
that have raw materials issues) ................ 67

7.1 Ceramic Raw material source and status .............67
7.2 Aluminia (Al2O3) Production Process .............. 68
7.2.1 Vertically Integrated Alumina Producers ............... 70
7.2.2 Ready to Press Granules and Price Points ............... 71
7.3 Aluminum Nitride .................. 72
7.3.1 AlN Production Process ..................... 73
7.4 Boron Nitride Process , Players and Pricing Trends ........... 74
7.5 Silicon Carbide ? SiC Sub-tier Players & Price Points ......... 74
7.6 Yttria Powder Production Players & Price Points ..........76

8 TECHCET Analyst Assessment ............. 77
9 Supplier Profiles ................. 79- 230
10 Appendix A: Aluminum Nitride & OEM Parts Info from TECHCET’s 2018 CMR Report
231
11 Appendix B: Supplier Consolidation Historical Listing ........232

List of Figures

Figure 1: CVD SiC Top 4 Suppliers Market Shares ............. 8
Figure 2: Global GDP and Semiconductor Revenues ............. 12
Figure 3: 2018 Global Economy and the Electronics Supply Chain .......... 13
Figure 4: Worldwide Semiconductor Sales ................ 14
Figure 5: Global Purchasing Managers Index ............. 15
Figure 6: Global Electronics Production Annual Growth .......... 18
Figure 9: Global Electronics Production Annual Growth ........... 19
Figure 12:: Automotive Electronic Content Growth ............22
Figure 13: Automotive Semiconductor Market Growth ............ 23
Figure 14: 2019 Semiconductor Revenue Growth Forecasts .......... 24
Figure 16: 2019 Semiconductor Market Size by Device Segment ......... 25
Figure 17: Semiconductor Device Unit Growth ............ 26
Figure 21: 200mm Fab Capacity Outlook to 2022 ............ 30
Figure 22: TECHCET Wafer Starts by Technology Node and Device Type ?2/2019 .... 32
Figure 23: China IC Production Share and Consumption Trends ........ 33
Figure 24: Total Ceramics Market Forecast and Growth Estimates (2018-2023) ..... 39
Figure 25: Ceramic Fabricators (including SiC) Offerings ........... 40
Figure 26: 2018 Market Shares for All Ceramics (incl. SiC/CVD SiC) ........ 42
Figure 27: 2018 Equipt. Regional Sales by OEM Head Quarters ........ 44
Figure 28: 2018 Regional Shares of Equipt. Components (% of end-use location) .... 44
Figure 29: Aluminum Nitride (AlN) Components Forecast and Growth Estimate ...... 45
Figure 30: AlN Parts Fabricator Market Share Estimates (as a % of total revenues) ...... 47
Figure 31: Alumina (+ other oxides) Component Revenue Forecast Estimate ...... 51
Figure 32: Alumina + BN, YtO, ZrO Parts Fabricator Market Share Estimate (as a % of total
revenues) ........ 52
Figure 33: Al2O3 Semiconductor Components Revenues ($M's) ........ 54
Figure 34: 99.8% and HPA (99.99) Alumina Components Forecast (metric tons) ...... 54
Figure 35: CVD Components Market Revenues ($M's USD) ............ 56
Figure 36: Total SiC (+ CVD SiC) Components Market Shares (as a % of total revenues) .... 57
Figure 37: CVS SiC Components Market Forecast ............ 58
Figure 38: Total SIC Components Market Revenues Forecast and CVD SiC Split ($M’s USD) ... 58
Figure 39: CVD SiC Components by Share of Application (as % of total revenues) .... 59
Figure 40: 2019 CVD-SiC Components Supplier Market Shares ($113 M USD) ...... 60
Figure 41: CVD SiC Components Relative Pricing ............ 61
Figure 42: WW Ceramics Components Forecast .............. 63
Figure 45: Global Bauxite Mining Locations (as a % of total metric tons) ...... 68
Figure 46: Alumina Production by Region (as a % of total metric tons) ........ 69
Figure 47: 2018 Specialty Alumina Powder by Supplier (Raw Material as a % of total metric
tons) ....................... 70
Figure 49: Applications for Selected Components and Typical Pricing (300mm) ...... 80

List of Tables

Table 1: Ceramic Segment Revenues and CAGRs .............. 7
Table 2: TECHCET Critical Materials Reports? 2019 ............. 11
Table 3: IMF World Economic Outlook.............. 16
Table 4: World Bank GDP Forecast ................ 17
Table 5: Worldwide IT Spending Forecast (Billions of U.S. Dollars) .......... 19
Table 6: Smartphone Vendor Shipments (Millions of Units) ...........20
Table 7: VLSI Research Semiconductor Revenue by Segment ........ 25
Table 8: 2019 Semiconductor Equipment Outlook ............. 27
Table 9: Top IDM and Foundry Capex Spenders ($ Billions, ranked by 2018) ....... 27
Table 10: 2019 Investment Plans for Selected Device Companies .......... 28
Table 11: 2019 TECHCET WW Ceramics Components 5 year Forecast....... 64
Table 12: Ranking of Ceramic Blank Manufacturers ........... 66
Table 13: Ceramic Powder Suppliers & Capabilities ............ 67
Table 14: Product Offerings and Purity of Leading Alumina Powder Producers ..... 72
Table 15: High Purity Alumina Nitride Powder Producers Ranking .......... 73
Table 16: High Purity Silicon Carbide Powder Producers Ranking ........ 75

 

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