Summary

The Ceramics Report 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.

his 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.

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Table of Contents

1 EXECUTIVE SUMMARY                            9
1.1 CERAMICS BUSINESS – MARKET OVERVIEW                    10
1.2 MARKET TRENDS IMPACTING 2024 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  COMPETITIVE LANDSCAPE                         15
1.7  TOP-4 SUPPLIERS’ ACTIVITIES & REPORTED REVENUES             16
1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS             17
1.9  ANALYST ASSESSMENT OF CERAMICS                     18

2 SCOPE, PURPOSE, AND METHODOLOGY                    19
2.1 SCOPE                                 20
2.2 PURPOSE & METHODOLOGY                         21
2.3 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS                 22

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK            23
3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY OUTLOOK             24
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY        26
3.1.2 SEMICONDUCTOR SALES GROWTH                    27
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS        28
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT                 29
3.2.1 ELECTRONICS OUTLOOK                        30
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK                    31
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS                32
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS            33
3.2.3 SMARTPHONE OUTLOOK                        34
3.2.4 PC OUTLOOK                            35
3.2.5 SERVERS / IT MARKET                        36
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION             37
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS        38
3.3.2 NEW FABS IN THE US                        39
3.3.3 WW FAB EXPANSION DRIVING GROWTH                     40
3.3.4 EQUIPMENT SPENDING TRENDS                        41
3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS                42
3.3.5.1 DRAM TECHNOLOGY ROADMAPS                    43
3.3.5.2 3D NAND TECHNOLOGY ROADMAPS                    44
3.3.6 FAB INVESTMENT ASSESSMENT                        45
3.4 POLICY & TRADE TRENDS AND IMPACT                     46
3.5 SEMICONDUCTOR MATERIALS OVERVIEW                     47
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028            48
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028            49

4 CERAMICS MARKET TRENDS                         50
4.1 CERAMICS MARKET TRENDS – OUTLINE                     51
4.1.1 2023 CERAMICS MARKET LEADING INTO 2024                53
4.1.2 CERAMICS LANDSCAPE                        54
4.1.3 CERAMICS MARKET OUTLOOK                        55
4.2 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT                56
4.2.1 CERAMICS PRODUCTION CAPACITY OF TOP SUPPLIERS – 
(NO ELECTROSTATIC CHUCKS)                        57
4.3 ALUMINUM NITRIDE (ALN) MARKET SEGMENT                58
4.4 AL2O3 + OTHER COMPONENTS MARKET SEGMENT                60
4.4.1 AL2O3 + OTHER COMPONENTS MARKET SEGMENT, CONTINUED        60
4.5 HPA AL2O3                                62
4.6 SIC (ALL AND CVD) COMPONENTS MARKET SEGMENT                63
4.6.1 SIC (ALL AND CVD) COMPONENTS MARKET SEGMENT, CONTINUED        64
4.6.2 CVD-SIC COMPONENTS- 5-YEAR FORECAST                65
4.6.3 CVD-SIC COST COMPONENTS MARKET SHARES                66
4.6.4 CVD-SIC COST CONSIDERATIONS AND ALTERNATIVES            67
4.7 CERAMICS PRODUCTION BY REGION                     68
4.8 CERAMICS PRODUCTION CAPACITY EXPANSIONS                69
4.8.1 CAPACITY EXPANSIONS & INVESTMENT ANNOUNCEMENTS            70
4.8.2 INVESTMENT ACTIVITY ADDITIONAL COMMENTS                71
4.9 CERAMICS SUPPLY VS. DEMAND BALANCE – OVERVIEW            72
4.10 PRICING TRENDS                             73
4.11 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE             74
4.11.1 CERAMICS GENERAL TECHNOLOGY OVERVIEW                75
4.12 CERAMICS PRODUCTION CAPACITY OF TOP SUPPLIERS – INCLUDES
ELECTROSTATIC CHUCKS                            79
4.12.1 GENERAL TECHNOLOGY OVERVIEW - ELECTROSTATIC CHUCKS        80
4.12.2 CERAMICS GENERAL TECHNOLOGY OVERVIEW – ELECTROSTATIC CHUCKS    81
4.12.3 ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST            82
4.13 CERAMICS TECHNOLOGY TRENDS                        83
4.13.1 CERAMICS TECHNOLOGY TRENDS, CONTINUED                83
4.14 REGIONAL CONSIDERATIONS                         86
4.14.1 REGIONAL CONSIDERATIONS – FABRICATORS’ REVENUES BY COUNTRY     87
4.14.2 REGIONAL ASPECTS AND DRIVERS                    88
4.15 EHS AND TRADE/LOGISTIC ISSUES                      91
4.15.1 EHS AND TRADE/LOGISTIC ISSUES- TRANSPORTATION              91
4.15.2 EHS ISSUES – ENVIRONMENTAL IMPACT                96
4.15.3 TRADE/LOGISTICS ISSUES- SUMMARY                    97
4.16  ANALYST ASSESSMENT OF CERAMICS MARKET TRENDS             99

5 SUPPLY-SIDE MARKET LANDSCAPE                      100
5.1 CERAMICS MARKET SHARE                         101
5.1.1 CERAMICS FABRICATORS OFFERINGS                    102
5.1.2  TOP-4 SUPPLIERS’ ACTIVITIES & REPORTED REVENUES         103
5.1.3 ACTIVITY – NGK INSULATORS                        104
5.1.4 ACTIVITY – COORSTEK                        105
5.1.5 ACTIVITY – KYOCERA                        106
5.1.6 ACTIVITY – AGC (ASAHI GLASS)                    107
5.1.7 ACTIVITY – MARUWA                            108
5.1.8 ACTIVITY – FERROTEC                        109
5.2 M&A ACTIVITY AND PARTNERSHIPS                     110
5.3 PLANT CLOSURES                             111
5.4 NEW ENTRANTS                             112
5.5 TECHCET ANALYST ASSESSMENT OF CERAMICS SUPPLIERS             113

6 SUB-TIER SUPPLY-CHAIN, CERAMICS                     114
6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW             115
6.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) - ORES AND POWDERS         116
6.2.1 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) PROCESSING BY REGION     117
6.2.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) BY SUPPLIER         118
6.2.3 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) – SUPPLIER 
PRODUCTS AND GRADES                             119
6.3 SUB-TIER SUPPLY CHAIN: SILICON CARBIDE (SIC) - ORES AND POWDERS     120
6.4 SUB-TIER SUPPLY CHAIN: BLANKS                     121
6.5 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY             123
6.6 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES             124
6.7 SUB-TIER SUPPLY-CHAIN PLANT UPDATES                 125
6.8 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES                 126
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT            127

7 PROFILES                                128
3M COMPANY
AGC INC.
APPLIED CERAMICS, INC.
ASUZAC INC., FINE CERAMICS DIVISION
CARBORUNDUM UNIVERSAL LTD (CUMI)
...AND 30+ MORE

8 APPENDIX                                294
8.1 RAW MATERIAL PRODUCTION DETAILS                     295
8.2 ALUMINA PRODUCTION                             297
8.3 RAW MATERIAL PRODUCTION PROCESSES – ALUMINIUM NITRIDE AND
BORON NITRIDE                                298
8.4 ALUMINUM NITRIDE PRODUCTION PROCESS                    299

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List of Tables/Graphs

FIGURES

FIGURE 1.1: CERAMICS REVENUE FORECAST BY SEGMENT12
FIGURE 1.2: CERAMICS MARKET SHARE % BY SUPPLIER 15
FIGURE 1.3: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES 16

FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  (2023)  26
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 27
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSII) IN 000'S OF NTD 28
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS 29
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES 31
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION 32
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION 33
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES 34
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST  35
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND 37
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028  38
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US 39
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 40
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE 41
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW  42
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW  43
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW  44
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024   45
FIGURE 3.19: TECHCET WAFER START FORECAST BYNODE SEGMENTS 48
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST  49

FIGURE 4.1: TECHCET WAFER START FORECAST BY NODE SEGMENTS 52
FIGURE 4.2: CERAMICS REVENUE FORECAST BY SEGMEN T56
FIGURE 4.3: CERAMICS MARKET SHARE % BY SUPPLIER 57
FIGURE 4.4: ALUMINUM NITRIDE (ALN) COMPONENTS FORECAST 58
FIGURE 4.5: ALUMINUM NITRIDE (ALN) PARTS MARKET SHARE ESTIMATE 59
FIGURE 4.6: AL2O3 & ALL OTHER COMPONENTS FORECAST 60
FIGURE 4.7: AL2O3 & ALL OTHER PARTS MARKET SHARE ESTIMATE 61
FIGURE 4.8: 99.8% AND HPA (99.99) ALUMINA COMPONENTS FORECAST 62
FIGURE 4.9: SIC (ALL INCLUDING CVD) COMPONENTS FORECAS T63
FIGURE 4.10: SIC (ALL INCLUDING CVD) PARTS MARKET SHARE ESTIMATE 64
FIGURE 4.11: CVD-SIC COMPONENTS FORECAST 65
FIGURE 4.12: CVD-SIC PARTS MARKET SHARE ESTIMATE 66
FIGURE 4.13: CVD-SIC PARTS RELATIVE PRICING 67
FIGURE 4.14: CERAMICS BY REGION (CORP HEADQUARTERS) 68
FIGURE 4.15: CERAMICS SUPPLY CHAIN AND APPLICATION 75
FIGURE 4.16: EXAMPLES OF CERAMICS USED FOR THERMAL PROCESSES 76
FIGURE 4.17: EXAMPLES OF CERAMICS USED FOR DRY ETCHING 77
FIGURE 4.18: EXAMPLE OF CERAMICS USED FOR CVD & EPI 78
FIGURE 4.19: CERAMICS MARKET SHARE % BY SUPPLIER WITH ECHUCKS 79
FIGURE 4.20: OVERVIEW OF ELECTROSTATIC CHUCK TECHNOLOGIES 80
FIGURE 4.21: ELECTROSTATIC CHUCK MARKET SHARE 81
FIGURE 4.22: ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST 82
FIGURE 4.23: 2023 CERAMICS REVENUE SHARE BY REGION 86
FIGURE 4.24: 2023/2022 CHANGE IN REVENUES FOR SPECIFIC CERAMICS FABRICATORS BY HEADQUARTER COUNTRY BY REGION 87
FIGURE 4.25: GLOBAL CONTAINER FREIGHT RATE INDEX 91
FIGURE 4.26: ASSESSED CONTROL OF TERRAIN AROUND DONETSK 92
FIGURE 4.27: YEMEN’S HOUTHI ATTACKS DISRUPTINGGLOBAL SHIPPING 93
FIGURE 4.28: MIDDLE EAST CONFLICT 94
FIGURE 4.29: PANAMA CANAL SHIPPING 95
FIGURE 4.30: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES 96
FIGURE 4.31: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES 96

FIGURE 5.1: 2023 CERAMICS SUPPLIER MARKET SHARE BY REVENUE 101
FIGURE 5.2: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES 103
FIGURE 5.3: MARUWA CURRENT QUARTER FINANCIALS 108

FIGURE 6.1: 2023 ALUMINA ORES AND POWDERS BY REGION 116
FIGURE 6.2: 2023 ALUMINA PRODUCTION BY REGION 117
FIGURE 6.3: SPECIALTY ALUMINA POWDER BY SUPPLIER 118

TABLES

TABLE 1.1: ELECTRONIC CERAMICS GROWTH OVERVIEW  10
TABLE 1.2: ESTIMATED MARKET SHARE BY SUPPLIER  15
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 24
TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS 32
TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023   36
TABLE 4.1: ESTIMATED MARKET SHARE BY SUPPLIER 57
TABLE 4.2: CERAMICS SUPPLIER LOCATIONS 68
TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 CERAMIC SUPPLIER INVESTMENTS  70
TABLE 4.4: ESTIMATED CERAMICS SHARE BY SUPPLIER 79
TABLE 4.5: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS 88
TABLE 4.6: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS, CONTINUED 89
TABLE 5.1: 2023 CERAMICS OFFERINGS BY MATERIAL 102
TABLE 5.2: NGK INSULATORS CURRENT QUARTER FINANCIALS 104
TABLE 5.3: #2 KYOCERA CURRENT QUARTER FINANCIALS 106
TABLE 5.4: AGC CURRENT QUARTER FINANCIALS 107
TABLE 5.5: FERROTEC FINANCIALS, SEMI 109
TABLE 5.6: FERROTEC CURRENT QUARTER FINANCIALS 109
TABLE 6.1: PRODUCT OFFERINGS AND PURITY OF LEADING ALUMINA POWDER PRODUCERS  119
TABLE 6.2: HIGH PURITY SILICON CARBIDE POWDER PRODUCERS RANKING  120
TABLE 6.3: RANKING OF CERAMIC BLANK MANUFACTURERS  121
TABLE 8.1: HIGH PURITY ALUMINA NITRIDE POWDER PRODUCERS RANKING  134

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