Summary
This report is focused on technical ceramic materials market and supply-chain which includes SiC/ CVD SiC, AlN, Al2O3, Y2O3, and BN used in the production of components and assemblies for use in semiconductor process equipment. SiC is frequently used for both carriers (boats, gas injectors, and fabware) and components for OEMs where high temperature or specific thermal packages are required, while traditional Al2O3 and AlN ceramics are normally used for lower temperature / etch applications. The machines/tools manufacturers that use these components are referred to as OEMs (Original Equipment Manufacturers). This report targets ceramics used in the manufacture of semiconductors, only.
-
• 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.
-
• Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst.
ページTOPに戻る
Table of Contents
2025-2026 CMR CERAMICS
SUPPLY-CHAIN & MARKET ANALYSIS: A CRITICAL MATERIALS REPORT
TECHCET-CMR-CERAMICS-08142025-VB
1 EXECUTIVE SUMMARY 9
1.1 CERAMICS BUSINESS – MARKET OVERVIEW 10
1.2 MARKET TRENDS IMPACTING 2025 OUTLOOK 11
1.3 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT 12
1.4 CERAMICS SEGMENT TRENDS 13
1.5 CERAMICS TECHNOLOGY TRENDS 14
1.6 CERAMICS MARKET SHARE (INCLUDING ELECTROSTATIC CHUCK) 15
1.6.1 CERAMICS MARKET SHARE (EXCLUDING ELECTROSTATIC CHUCK) 16
1.7 LEADING SUPPLIERS’ ACTIVITIES & REPORTED REVENUES 17
1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 18
1.9 ANALYST ASSESSMENT OF CERAMICS 19
2 SCOPE, PURPOSE AND METHODOLOGY 20
2.1 SCOPE, PURPOSE & METHODOLOGY 21
2.2 OVERVIEW OF TECHCET MATERIALS FOCUS AREAS 22
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 23
3.1 WORLDWIDE ECONOMY AND OUTLOOK 24
3.2 WORLDWIDE ECONOMY AND OVERVIEW 25
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW 26
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 27
3.2.3 TECHCET SEMICONDUCTOR SALES GROWTH OUTLOOK THROUGH 2029 28
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 29
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 30
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK 31
3.3.2 PC OUTLOOK 32
3.3.3 SMARTPHONE OUTLOOK 33
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK 34
3.3.5 SERVERS / IT MARKET 37
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 40
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 41
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE 42
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US 43
3.4.4 TECHCET SEMICONDUCTOR EQUIPMENT MARKET FORECAST THROUGH 2029 44
3.4.5 TECHNOLOGY ROADMAPS 45
3.5 POLICY & TRADE TRENDS AND IMPACT 46
3.6 SEMICONDUCTOR PRODUCTION (WAFER STARTS*) AND MATERIALS OVERVIEW 48
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029 49
3.6.2 TECHCET ELECTRONIC MATERIALS MARKET FORECAST THROUGH 2029 50
4 CERAMICS MARKET TRENDS 51
4.1 CERAMICS MARKET TRENDS – OUTLINE 52
4.2 CERAMICS MARKET TRENDS – 2024 AND INTO 2025 53
4.2.1 2024 CERAMICS MARKET LEADING INTO 2025 55
4.2.2 CERAMICS LANDSCAPE 56
4.2.3 CERAMICS MARKET OUTLOOK 57
4.3 CERAMICS FORECASTS AND MARKET SHARES 58
4.3.1 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT 59
4.3.1.1 CERAMICS MARKET SHARES (INCLUDING ELECTROSTATIC CHUCKS) 60
4.3.2 ALUMINUM NITRIDE (ALN) MARKET SEGMENT 61
4.3.2.1 ALUMINUM NITRIDE (ALN) MARKET SEGMENT 62
4.3.3 AL2O3 + OTHER COMPONENTS MARKET SEGMENT 63
4.3.3.1 AL2O3 + OTHER COMPONENTS MARKET SHARES 64
4.3.4 SIC BULK (EXCLUDING CVD-SIC) COMPONENTS MARKET SEGMENT 65
4.3.4.1 SIC BULK (EXCLUDING CVD) COMPONENTS MARKET SEGMENT 66
4.3.5 CVD-SIC (EXCLUDING NON-CVD) COMPONENTS MARKET SEGMENT 67
4.3.5.1 SIC (ALL AND CVD) COMPONENTS MARKET SHARES 68
4.3.5.2 CVD-SIC COST CONSIDERATIONS AND ALTERNATIVES 69
4.3.6 ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST 70
4.3.6.1 CERAMICS ESC SUPPLIER MARKET SHARES 71
4.4 MATERIALS COMMONLY USED FOR SELECTED APPLICATIONS 72
4.5 PRICING TRENDS 73
4.6 TECHNOLOGY TRENDS/TECHNICAL DRIVERS OVERVIEW 74
4.6.1 CERAMICS GENERAL TECHNOLOGY ECOSYSTEM 75
4.6.2 CERAMICS PARTS AND PROCESS APPLICATIONS 76
4.6.3 CERAMICS PARTS AND PROCESS APPLICATIONS - ELECTROSTATIC CHUCKS 79
4.6.4 CERAMICS TECHNOLOGY TRENDS – LIFT PINS 80
4.7 CERAMICS TECHNOLOGY TRENDS 81
4.7.1 CERAMICS TECHNOLOGY TRENDS – ADVANCED PACKAGING 82
4.7.2 CERAMICS TECHNOLOGY TRENDS – AGILE CERAMIC COMPONENT MANUFACTURING 83
4.8 CERAMICS TECHNOLOGY GENERAL TRENDS 84
4.8.1 CERAMICS TECHNOLOGY TRENDS 86
4.9 REGIONAL CONSIDERATIONS 89
4.9.1 REGIONAL ASPECTS AND DRIVERS 90
4.10 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 92
4.10.1 RUSSIA INVASION OF UKRAINE 94
4.10.2 YEMEN’S HOUTHI ATTACKS IN THE RED SEA AND GULF OF ADEN CONTINUE 95
4.10.3 PANAMA CANAL - HISTORIC DROUGHT IS OVER BUT GEOPOLITICS ARE A FACTOR 96
4.10.4 NEW MIDDLE EAST CONFLICT COULD DISRUPT GLOBAL TECH SUPPLY CHAIN AND INTEL'S EXPANSION PLANS 97
4.10.5 EHS ISSUES – ENVIRONMENTAL IMPACT 98
4.11 ANALYST ASSESSMENT OF CERAMICS MARKET TRENDS 99
5 SUPPLY-SIDE MARKET LANDSCAPE 100
5.1 CERAMICS INCLUDING ELECTROSTATIC CHUCK MARKET SHARES 101
5.2 CERAMICS MARKET SHARE (EXCLUDES ELECTROSTATIC CHUCK) 102
5.3 CERAMICS PRODUCTION BY REGION 103
5.4 LEADING SUPPLIERS’ ACTIVITIES & REPORTED REVENUES 104
5.4.1 ACTIVITY – NGK INSULATORS 105
5.4.2 ACTIVITY – COORSTEK 106
5.4.3 ACTIVITY - KYOCERA 107
5.4.4 ACTIVITY – AGC (ASAHI GLASS) 108
5.4.5 ACTIVITY – MARUWA 109
5.4.6 ACTIVITY – FERROTEC 110
5.5 CERAMICS FABRICATORS OFFERINGS 111
5.6 CERAMICS INDUSTRY NEWS 112
5.7 M&A ACTIVITY AND PARTNERSHIPS 115
5.8 CERAMICS PRODUCTION CAPACITY EXPANSIONS 118
5.9 PLANT CLOSURES 121
5.10 NEW ENTRANTS 122
5.11 TECHCET ANALYST ASSESSMENT OF CERAMICS SUPPLIERS 123
6 SUB-TIER SUPPLY-CHAIN, CERAMICS 124
6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW 125
6.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) - ORES AND POWDERS 126
6.3 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) PROCESSING BY REGION 127
6.4 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) BY SUPPLIER 128
6.4.1 SUB-TIER SUPPLY CHAIN: HPA (HIGH PURITY ALUMINA) (AL2O3) BY SUPPLIER 129
6.5 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) – SUPPLIER PRODUCTS AND GRADES 130
6.6 SUB-TIER SUPPLY CHAIN: SILICON CARBIDE (SIC) - ORES AND POWDERS 131
6.7 SUB-TIER SUPPLY CHAIN - BLANKS 132
6.8 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY 134
6.9 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 135
6.10 SUB-TIER SUPPLY-CHAIN PLANT UPDATES 136
6.11 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES - NONE 137
6.12 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 138
7 SUPPLIER PROFILES 139
3M COMPANY
AGC INC.
APPLIED CERAMICS, INC.
ASUZAC INC., FINE CERAMICS DIVISION
CARBORUNDUM UNIVERSAL LTD (CUMI)
AND MORE
8 APPENDIX 296
8.1 RAW MATERIAL PRODUCTION DETAILS 297
8.2 ALUMINA PRODUCTION 300
8.3 RAW MATERIAL PRODUCTION PROCESSES
– ALUMINUM NITRIDE AND BORON NITRIDE 301
8.4 ALUMINUM NITRIDE PRODUCTION PROCESS 302
ページTOPに戻る
List of Tables/Graphs
FIGURES
FIGURE 1.1: CERAMICS REVENUE FORECAST BY SEGMENT 12
FIGURE 1.2: CERAMICS MARKET SHARE % BY SUPPLIER (INCLUDES ESCS) 15
FIGURE 1.3: CERAMICS MARKET SHARE % BY SUPPLIER (EXCLUDES ESCS) 16
FIGURE 1.4: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES 17
FIGURE 3.1: HISTORICAL AND FORECASTED GDP GROWTH (2000 – 2029) 26
FIGURE 3.2: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2024) 27
FIGURE 3.3: WORLDWIDE SEMICONDUCTOR SALES ($B) 28
FIGURE 3.4: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) MOMENTUM TRACKER 29
FIGURE 3.5: 2024 SEMICONDUCTOR CHIP APPLICATIONS 30
FIGURE 3.6: SMARTPHONE SHIPMENTS, WW ESTIMATES 33
FIGURE 3.7: GLOBAL LIGHT VEHICLE PRODUCTION FORECAST 34
FIGURE 3.8: US EV RETAIL SHARE FORECAST 35
FIGURE 3.9: AUTOMOTIVE SEMICONDUCTOR FORECAST 36
FIGURE 3.10: AI VALUE FORECAST ($B’S USD) 38
FIGURE 3.11: SCALE OF TODAY’S AI-CENTRIC DATA CENTERS 39
FIGURE 3.12: TSMC PHOENIX FAB INVESTMENT TO EXCEED US $65B 40
FIGURE 3.13: ESTIMATED GLOBAL FAB INVESTMENT 2024-2029 41
FIGURE 3.14: ANNOUNCED PUBLIC STIMULUS AND RESPECTIVE
SEMICONDUCTOR CHIP MANUFACTURING REGIONS 42
FIGURE 3.15: SEMICONDUCTOR SUPPLY CHAIN EXPANSIONS WITHIN THE US 43
FIGURE 3.16: TECHCET WORLDWIDE SEMICONDUCTOR EQUIPMENT FORECAST 44
FIGURE 3:17: TSMC LOGIC ROADMAP BY NODE 45
FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS 49
FIGURE 3.19: TECHCET WORLDWIDE ELECTRONIC MATERIALS FORECAST 50
FIGURE 4.1: ELECTRONIC CERAMICS GROWTH OVERVIEW 54
FIGURE 4.2: CERAMICS REVENUE FORECAST BY SEGMENT 59
FIGURE 4.3: CERAMICS MARKET SHARE % BY SUPPLIER (INCLUDES ESCS) 60
FIGURE 4.4: ALUMINUM NITRIDE (ALN) COMPONENTS FORECAST 61
FIGURE 4.5: ALUMINUM NITRIDE (ALN) PARTS MARKET SHARE ESTIMATE 62
FIGURE 4.6: AL2O3 & ALL OTHER COMPONENTS FORECAST 63
FIGURE 4.7: AL2O3 & ALL OTHER PARTS MARKET SHARE ESTIMATE 64
FIGURE 4.8: SIC (EXCLUDING CVD-SIC) COMPONENTS FORECAST 65
FIGURE 4.9: BULK SIC (EXCLUDING CVD-SIC) PARTS MARKET SHARE ESTIMATE 66
FIGURE 4.10: CVD-SIC (EXCLUDING NON-CVD) COMPONENTS FORECAST 67
FIGURE 4.11: CVD-SIC (NOT COATINGS) PARTS MARKET SHARE ESTIMATE 68
FIGURE 4.12: 2024 CVD-SIC PARTS RELATIVE PRICING 69
FIGURE 4.13: ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST 70
FIGURE 4.14: ELECTROSTATIC CHUCK MARKET SHARE 71
FIGURE 4.15: CERAMIC MATERIALS SELECTION BY APPLICATION 72
FIGURE 4.16: CERAMICS PROCESS FLOW 75
FIGURE 4.17: EXAMPLES OF CERAMICS USED FOR THERMAL PROCESSES 76
FIGURE 4.18: EXAMPLES OF CERAMICS USED FOR DRY ETCHING 77
FIGURE 4.19: EXAMPLE OF CERAMICS USED FOR CVD & EPI 78
FIGURE 4.20: OVERVIEW OF ELECTROSTATIC CHUCK TECHNOLOGIES 79
FIGURE 4.21: SAPPHIRE LIFT PINS EXAMPLE 80
FIGURE 4.22: 2024 CERAMICS REVENUE SHARE BY END-USE LOCATION 89
FIGURE 4.23: ESTIMATED CERAMICS MARKET SHARE BY REGION 91
FIGURE 4.24: GLOBAL CONTAINER FREIGHT RATE INDEX 93
FIGURE 4.25: PANAMA CANAL SHIPPING PATHWAY 96
FIGURE 4.26: MIDDLE EAST CONFLICT 97
FIGURE 4.27: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES 98
FIGURE 4.28: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES 98
FIGURE 5.1: CERAMICS MARKET SHARE % BY SUPPLIER (INCLUDES ESCS) 101
FIGURE 5.2: CERAMICS MARKET SHARE % BY SUPPLIER (EXCLUDES ESCS) 102
FIGURE 5.3: CERAMICS PRODUCTION BY REGION 103
FIGURE 5.4: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES 104
FIGURE 5.5: MARUWA FINANCIALS 109
FIGURE 6.1: 2024 ALUMINA ORES AND POWDERS BY REGION 126
FIGURE 6.2: 2024 ALUMINA PRODUCTION BY REGION 127
FIGURE 6.2: 2024 ALUMINA PRODUCTION BY REGION 128
FIGURE 6.4: SPECIALTY ALUMINA POWDER BY SUPPLIER 129
TABLES
TABLE 1.1: ELECTRONIC CERAMICS GROWTH OVERVIEW 10
TABLE 1.2: ESTIMATED CERAMICS SHARE BY SUPPLIER 15
TABLE 1.3: ESTIMATED MARKET SHARE BY SUPPLIER 16
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 24
TABLE 3.2: INITIALLY ANNOUNCED* US RECIPROCAL TARIFF SCHEDULE 25
TABLE 3.3: WORLDWIDE PC FORECAST BY SEGMENT 32
TABLE 3.4: IT MARKET SPENDING FORECAST, 2025 37
TABLE 4.1: ESTIMATED CERAMICS SHARE BY SUPPLIER 60
TABLE 4.2: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS 90
TABLE 4.3: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS, CONTINUED 91
TABLE 5.1: ESTIMATED CERAMICS SHARE BY SUPPLIER 101
TABLE 5.2: TOP CERAMICS SUPPLIER LOCATIONS 103
TABLE 5.3: NGK INSULATORS CURRENT QUARTER FINANCIALS 105
TABLE 5.4: #2 KYOCERA CURRENT QUARTER FINANCIALS 107
TABLE 5.5: AGC CURRENT QUARTER FINANCIALS 108
TABLE 5.6 FERROTEC FINANCIALS, SEMI 110
TABLE 5.7: FERROTEC CURRENT QUARTER FINANCIALS 110
TABLE 5.8: 2024 CERAMICS OFFERINGS BY MATERIAL 111
TABLE 6.1: PRODUCT OFFERINGS AND PURITY OF LEADING ALUMINA POWDER PRODUCERS 130
TABLE 6.2: HIGH PURITY SILICON CARBIDE POWDER PRODUCERS RANKING 131
TABLE 6.3: RANKING OF CERAMIC BLANK MANUFACTURERS 132
TABLE 8.1: HIGH PURITY ALUMINA NITRIDE POWDER PRODUCERS RANKING 301
