世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

化学機械研磨(CMP)消耗品:半導体向けのスラリー、パッド、コンディショニングディスク

CMP Consumables - Slurry, Pads and Conditioning Disk Markets

for Semiconductor Applications

 

出版社 出版年月電子版価格 ページ数
Techcet
テクセット社
2020年5月US$8,568
サイトライセンス
305

サマリー

半導体材料専門の米国の調査会社テクセット社の調査レポート「」は、CMP消耗品市場の動向や技術を調査し、関連製品のサプライヤ情報を掲載しています。

Overview

  • Contains information on the overall market dynamics
  • Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
  • Includes supply-chain, market, and technical trends information relating to CMP pads, slurry, and disks as used for semiconductor device manufacturing.
  • Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments


目次

Table of Contents

1    EXECUTIVE SUMMARY    10

CMP CONSUMABLES BUSINESS GROWTH OVERVIEW    10
CMP CONSUMABLES MARKET TRENDS    11
CMP CONSUMABLES TECHNOLOGY TRENDS    11
COMPETITIVE LANDSCAPE    12
EHS ISSUES/CONCERNS    13
ANALYST ASSESSMENT    13

2    SCOPE, PURPOSE AND METHODOLOGY    15

SCOPE    15
PURPOSE    15
METHODOLOGY    16
OVERVIEW OF OTHER TECHCET CMR? REPORTS    16

3    SEMICONDUCTOR INDUSTRY MARKET OUTLOOK    17

WORLDWIDE ECONOMY    19
SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY    21
ELECTRONIC GOODS MARKET    22
SMARTPHONES    23
AUTOMOTIVE    24
SERVERS / IT    28
PCS / TABLETS    29
SEMICONDUCTOR INDUSTRY OUTLOOK    31
EQUIPMENT SPENDING AND FAB AND CAPITAL INVESTMENTS    32
OVERALL CHINA MARKET NEWS AND TRENDS    35
WAFER START FORECAST    36
SEMICONDUCTOR MARKET OVERVIEW SUMMARY    40

4    CMP CONSUMABLES MARKET DRIVERS & DYNAMICS    42

FAB MATERIAL SUPPLY/DEMAND    42
MATERIAL SHORTAGES AND SUPPLY CHAIN CONSTRAINTS    42
TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS    43
TECHNICAL TRENDS IN SIC    43
COMMENT ON REGIONAL TRENDS/DRIVERS    48
EHS AND LOGISTIC ISSUES    49

5    CMP SLURRY SUPPLIER MARKET LANDSCAPE    50

M&A ACTIVITY    50
EXPANSIONS OR NEW PLANTS OF EXISTING SUPPLIERS    51
PLANT CLOSURES AND PRODUCT DISCONTINUATIONS    52
NEW ENTRANTS    52
SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF DISCONTINUATIONS    52
PRICING TRENDS    52
MARKET SIZE AND FORECAST    53
OXIDE (CERIA) SLURRIES    58
HKMG SLURRIES    59
POLYSILICON SLURRIES    61
OXIDE (SILICA) SLURRIES    63
TUNGSTEN SLURRIES    64
COBALT SLURRIES    65
COPPER BULK SLURRIES    66
COPPER BARRIER SLURRIES    68
SUPPLIER MARKET SHARES    69
TECHCET ANALYST ASSESSMENT AND SLURRY SUMMARY    70

6    SUB TIER MATERIAL SUPPLY CHAIN -ABRASIVES    74

RAW MATERIAL SOURCES    74
RAW MATERIAL SUPPLY CHAIN DISRUPTIONS AND LOGISTICS ISSUES    75
M&A ACTIVITY    75
RAW MATERIAL EHS ISSUES    76
NEW ENTRANTS    76
NEW PLANTS OR EXPANSIONS    76
PLANT CLOSURES    76
PRODUCTS AT RISK OF DISCONTINUATION    76
RAW MATERIAL PRICING TRENDS    76

7    CMP PAD SUPPLY CHAIN    77

M&A ACTIVITY    77
PLANTS AND NEW ENTRANTS    77
PLANT CLOSURES    77
NEW ENTRANTS    77
SUPPLIERS OR PRODUCTS AT RISK OF DISCONTINUANCE    79
CMP PAD MARKET SIZE AND FORECAST    79
CMP PAD MARKET SHARE    82
INFORMATION ON OTHER MARKETS THAT SHARE SUPPLY-CHAIN    83
ANALYST ASSESSMENT    84
MANUFACTURING COST DRIVERS    85

8    CMP CONDITIONING DISK SUPPLY CHAIN    89

M&A ACTIVITY    89
NEW PLANTS AND NEW ENTRANTS    89
PLANT CLOSURES    89
NEW ENTRANTS    89
SUPPLIERS OR PRODUCTS THAT ARE AT RISK OF DISCONTINUANCE    89
CMP PAD CONDITIONING DISK MARKET SIZE AND FORECAST    89
SUPPLIER MARKET SHARE    92
INFORMATION ON OTHER MARKETS THAT SHARE SUPPLY-CHAIN    93
ANALYST ASSESSMENT    93
MANUFACTURING COST DRIVERS    95

9    SUPPLIER PROFILES    96

10    HISTORICAL REFERENCES FOR THE READHISTORICAL SUMMARY OF COMPANY MERGERS AND REFERENCES FOR THE READER:    305

TABLE  OF FIGURES

Figure 1.1: 2020 Consumables the Triad    10
Figure 1.2: Overall Slurry Market Share by Supplier    12
Figure 1.3: CMP Pad Market Share    13
Figure 1.4: Pad Conditioning Disk Market Share    13
Figure 3.1: IMF World Economic Outlook    20
Figure 3.2: Global Economy and the Electronics Supply Chain (2019)    21
Figure 3.3: Worldwide Semiconductor Sales    22
Figure 3.4: Mobile Phone Shipments WW Estimates    24
Figure 3.5: Oil Price per Barrel US WTI    26
Figure 3.6: 2020 Auto Industry Growth Impact Factors    26
Figure 3.7: Semiconductor Spend per Vehicle Type    27
Figure 3.8: Semiconductor Content by Automotive Application    28
Figure 3.9: Semiconductor Revenue Growth Forecasts (as of April 19, 2020)    31
Figure 3.10: Semiconductor Units History and Forecast    32
Figure 3.11:  200 mm Fab Capacity Outlook to 2022    37
Figure 3.12: TECHCET Wafer Starts by Technology Node and Device Type    39
Figure 5.1: CMP Slurry Revenue by Application 2018-2024    54
Figure 5.2: Slurry Revenue % by Application (pie chart)    55
Figure 5.3: Estimated Slurry Volume at Point of Use (POU) by Application for 2018-2024    56
Figure 5.4: Oxide (ceria) Slurry Market Shares    59
Figure 5.5: HKMG/front-end Slurry Market Shares    61
Figure 5.6: MEMS CMP Cross Section    62
Figure 5.7: Polysilicon Slurry Market Shares    63
Figure 5.8: Oxide Slurry Market Shares    64
Figure 5.9: Tungsten Slurry Market Shares    65
Figure 5.10: Cobalt Slurry Market Shares    66
Figure 5.11: Cu-Bulk Slurry Market Shares    67
Figure 5.12: Cu-Barrier CMP Slurry Market Share    69
Figure 5.13: Overall Slurry Market Shares by Supplier    70
Figure 5.14: Slurry Revenue (% of TAM) by Application    70
Figure 7.1: 2020 CMP Pad Forecast    80
Figure 7.2: 2020 CMP Pad Revenue Forecast by wafer size    81
Figure 7.3: 2020 300 mm CMP Pad forecast y process    81
Figure 7.4: 2020 200 mm CMP Pad forecast by process    82
Figure 7.5: 2020 CMP Pad Supplier Market Share    83
Figure 7.6: IC1000 like Pad Cross-Section    87
Figure 7.7: IC1000 SEM Cross-Section    87
Figure 7.8: Pad Cost Structure    88
Figure 8.1: 2020 CMP Pad Conditioning Disk Forecast    91
Figure 8.2: 2020 Pad Conditioner Market by Number of Units    91
Figure 8.3: CMP Conditioning Disk Market Share    93

TABLES

Table 2.1 2019 TECHCET Critical Material Reports    16
Table 3.1 Lockdown & Restrictions by Country    18
Table 3.2 Global GDP and Semiconductor Revenues (Source: IMF and WSTS)    19
Table 3.3  Semiconductor Chip Applications    23
Table 3.4: Data Center Systems and Communication Services Forecast 2020    28
Table 3.5:  Worldwide Device Shipments by Device Type, 2020-2022 (Jan 2020)    30
Table 3.6: 2019 Investment Plans for Selected Device Companies (as of March 2020)    33
Table 3.7: 2020/ 2019 Growth Estimates for 3DNAN, DRAM and Logic Devices (advanced nodes and leading edge)    38
Table 4.1: Increasing Impact of Materials Innovation on Chip Performance (Source: Semico Research)    43
Table 4.2: Physical and Electrical Property Comparison of Si and SiC    44
Table 5.1: 2020 Q2 Slurry Forecast    54
Table 5.2: 2020 Slurry TAM by Application    57
Table 5.3: Table of 2020 Slurry Suppliers    72
Table 6.1: Table of 2020 Abrasive Suppliers    74
Table 7.1: 2020 CMP Pad Forecast by process type (US$ millions)    79
Table 7.2: 2019 CMP Pad Suppliers    83
Table 8.1: CMP Established Conditioning Disk Suppliers    92

SUPPLIER PROFILES

SLURRIES    99

1    ACE NANOCHEM    99
2    ANJI MICRO SHANGHAI    102
3    ASAHI GLASS    107
4    BASF    112
5    CABOT MICROELECTRONICS    120
6    DUPONT    125
7    EMINESS TECHNOLOGIES, INC    126
8    FERRO    128
9    FUJIFILM PLANAR SOLUTIONS    134
10    FUJIMI CORP    139
11    HITACHI CHEMICAL    143
12    JSR CORPORATION    153
13    KC TECH COMPANY    159
14    NALCO COMPANY (ECOLAB)    163
15    NITTA DUPONT INCORPORATED (NITA-HAAS)    169
16    SINMAT    172
17    VERSUM (MERCK KGAA/EMD/AZ)    174

DISKS    177

1    3M COMPANY -SEE PAD SUPPLIER    177
2    ABRASIVE TECHNOLOGY    177
3    EHWA DIAMOND    180
4    KINIK    182
5    MORGAN ADVANCED MATERIALS    186
6    SAESOL DIAMOND    189
7    SHINHAN DIAMOND INDUSTRIAL CO    191

PADS    194

1    3M    194
2    CABOT ELECTRONIC MATERIALS ( SEE SLURRY SUPPLIERS)    197
3    DUPONT    198
4    EMINESS TECHNOLOGIES, INC. (SEE SLURRY SUPPLIER)    205
5    FUJIBO HOLDINGS, INC    205
6    IV TECHNOLOGIES CO    208
7    ROGERS CORP    209
8    SEKISUI VOLTEK    215
9    THOMAS WEST, INC. (TWI)    219

PARTICLE    221

1    BAIKOWSKI    221
2    CABOT CORPORATION    224
3    EKA CHEMICAL/AKZO NOBEL/ NOURYON    227
4    ELCHEM ASA    233
5    EVONIK INDUSTRIES AG    238
6    FUSO CHEMICAL COMPANY    246
7    GENERAL ENGINEERING & RESEARCH    251
8    W.R. GRACE & COMPANY    254
9    MERCK KGAA/EMD/AZ    257
10    MITSUI MINING AND SMELTING CO/MITSUI KINZOKU    260
11    NANOPHASE TECHNOLOGIES CORPORATION    267
12    PRECISION COLLOIDS    270
13    SAINT GOBAIN    274
14    SHOWA DENKO    279
15    SOLVAY    287
16    UK ABRASIVES    295
17    UNIVERSAL PHOTONICS    297
18    WACKER CHEMIE AG    299

 

ページTOPに戻る

あなたが最近チェックしたレポート一覧

  • 最近チェックしたレポートはありません。

お問合は、お電話またはWEBから承ります。お見積もりの作成もお気軽にご相談ください。

webからのお問合せはこちらのフォームから承ります

このレポートへのお問合せ

03-3582-2531

電話お問合せもお気軽に

<無料>メルマガに登録する

 

 

ページTOPに戻る