Summary

Quartz Equipment Components Market Report CMR 2023-2024
QUARTZ:MATERIAL SEGMENT, FABRICATED PARTS,BASE MATERIALS FOR SEMICONDUCTOR APPLICATIONS

• Primarily focuses on the electronics/semiconductor related markets of quartz products, including quartz base materials and quartz components
• Technological trend analysis, details on the supply-chain from high purity sand, base material manufacturers, and quartz fabricators are provided
• Identifies trends of the electronics quartz industry, supply and demand highlights, and any shortcomings or issues faced by the industry
• Provides guidance for business decisions relating to purchasing and industry quality improvement decisions
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments

Description
This report aims to provide an overview of the quartz material and parts supply chain, serving the semiconductor industry. This information about this critical material is essential in the running of the semiconductor wafer fabs across the world. The goal is to annually track the state of the industry; the health of the supply and demand; to pinpoint any shortcomings or issues faced by the industry; and to provide a guidance for purchasing and industry quality improvement decisions. We hope to provide a dialog and feedback opportunities for related stakeholders to fine-tune and better manage the supply ups and downs. The report contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research.

Purpose
This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

This report aims to provide an overview to the above scope quartz material and parts supply chain, serving the semiconductor industry. This information about this critical material is essential in the running of the semiconductor wafer fabs across the world. The goal is to annually track the state of the industry; the health of the supply and demand; to pinpoint any shortcomings or issues faced by the industry; and to provide a guidance for purchasing and industry quality improvement decisions. We hope to provide a dialog and feedback opportunities for related stakeholders to fine-tune and better manage the supply ups and downs.

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Table of Contents

TECHCET-CMR-Quartz-CMCA-060123CY

Table of Contents:

1 EXECUTIVE SUMMARY     8

1.1    Highlight Material Segment Business Overview            8
1.2    Highlight Material Segment Market Trends            9
1.3    Highlight Material Segment Technology Trends            9
1.3.1    5-Year Material Forecast                    9
1.4    Competitive Landscape                        10
1.5    EHS Issues/Concerns                        11
1.6    Analyst Assessment                        11
1.6.1    Base Materials                            11
1.6.2    High-Purity Quartz Powder                    12

2 SCOPE, PURPOSE AND METHODOLOGY   13

2.1    Scope                                13
2.2    Purpose                                13
2.3    Methodology                            13
2.4    Overview of Other TECHCET CMR™ Reports                14

3 MARKET OUTLOOK   15

3.1    Semiconductor Industry Market Status & Outlook            15
3.2    Global Economy                            15
3.2.1    Semiconductor Industries Ties to the Global Economy        17
3.2.2    Semiconductor Sales Growth                    17
3.2.3    Taiwan Monthly Sales Trends                    18
3.2.4    2023 /Semiconductor Industry Outlook                19
3.3    Electronic Goods Market                        20
3.3.1    Electronic Goods Market                        20
3.3.2    Automotive Sales                        22
3.4    Semiconductor Fabrication Growth & Expansion            24
3.4.1    Fab Expansion Announcement Summary                24
3.4.2    Worldwide Fab Expansion Driving Growth                25
3.4.3    Equipment Spending Trends                    26
3.4.4    Technology Roadmaps                        27
3.4.5    Policy and Trade Issues                        28
3.5    Semiconductor Materials Outlook                    28
3.5.1    Could Materials Capacity Limit Chip Production Schedules    29
3.5.2    Continued Logistics Issues Plague the Western World        29
3.5.3    Wafer Start Growth and Materials                29
3.5.4    Materials Forecast                        31

4 MATERIAL MARKET DRIVERS & DYNAMICS    33

4.1    Quartz Material Applications and Suppliers            33
4.1.2    Thermal Processes                        35
4.1.3    Dry Etching Process                        35
4.1.4    Plasma CVD                            36
4.1.5    Epitaxial Process                        36
4.1.6    Lithography Process                        37
4.2    Impact of Silicon Wafer Size Issues on Fabricated Parts        37
4.3    Material Shortages and Supply Chain Constraints            38
4.4    Technical Drivers / Material Changes and Transitions        39
4.4.1    Material Trends for the Leading-Edge                40
4.4.2    Trends/Impact/Status of Legacy Materials (200 mm & 150 mm)    41
4.5    Comment on Regional Trends/Drivers                41
4.6    EHS, Logistic, AND Exogenous (Weather) Market Issues        42

5 Quartz Supplier Market Landscape    44

5.1    M&A Activity                            44
5.2    Expansions or New Plants of Existing Suppliers            44
5.3    Suppliers or Parts/Product Line That Are at Risk of Discontinuation  45
5.4    Pricing Trends                            45
5.5    Market Size and Forecast                    45
5.6    Quartz Fabrication Market Shares                47
5.7    Supply Chain and Innovations                    52
5.8    Quartz Fabrication by Process Segment                 54
5.9    Quartz Fabrication Market Leadership By Region            56

6 SUB TIER MATERIAL SUPPLY CHAIN    58

6.1    Sub-Tier, Quartz Base Materials                    58
6.2    Quartz Powder                            63
6.3    Other Industrial Uses for Quartz Base Material            64
6.4    Raw Supply Chain Disruptions and Logistics Issues        64
6.5    M&A Activity                            64
6.6    Raw Material EHS Issues                        64
6.7    New Entrants                            65
6.8    New Plants or Expansions                    65
6.9    Plant Closures                            65
6.10    Products at risk of discontinuation                65
6.11    Raw Material Pricing Trends                    65

7 SUPPLIER PROFILES (FABRICATORS)    66

Applied Ceramics, Inc.
Beijing Kaide Quartz Co., Ltd.
Tosoh Quartz
DS Techno Co., Ltd.
FerroTec Holdings Corporation
Maruwa
...and 20+ more

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List of Tables/Graphs

TABLE OF FIGURES

Figure 1: Fabricated Quartz Components Market Share by Supplier        10
Figure 2: 2022 Quartz Base Materials Market Share by Supplier        12
Figure 3: Global Economy and the Electronics Supply Chain (2022)    17
Figure 4: Worldwide Semiconductor Sales                    18
Figure 5: Monthly Sales Trends of Taiwan Outsource Manufacturers    19
Figure 6: 2023 Semiconductor Revenue Outlook                19
Figure 7: 2022 Semiconductor Chip Applications                20
Figure 8: Mobile Phone Shipments WW Estimates                21
Figure 9: Worldwide PC and Tablet Forecast, 2021, Q3            21
Figure 10: Electrification Trend by World Region            22
Figure 11: Semiconductor Spend per Vehicle Type                23
Figure 12: Chip Expansions 2022-2027, about US$336 B            24
Figure 13: US Chip Fab Expansions                    25
Figure 14: Semiconductor Chip Manufacturing Regions of the World    26
Figure 15: Global Total Equipment Spending by Segment (USD B        27
Figure 16: Europe Chip Expansion Upside                    29
Figure 17: TECHCET Wafer Start Forecast by Node                30
Figure 18: TECHCET Wafer Start Forecast for < 45 nm and below Logic    31
Figure 19: Global Semiconductor Materials Outlook            32
Figure 20: Quartz Products for Semiconductor Applications        34
Figure 21: Quartz Products for Semiconductor Applications        35
Figure 22: Fabricated Quartz Components for Dry Etching Process        36
Figure 23: Fabricated Quartz Components for Batch Epitaxial Process    37
Figure 24: Fabricated Quartz Revenue History and Forecast        46
Figure 25: 2022 Total Fabricated Quartz Components Market by Supplier    48
Figure 26: 2022 Cold Work (SW) Fabrication Market Share (as a % of Total Revenues)49
Figure 27: 2022 Hot Work (Batch) Fabrication Market Share (as a % of Revenues)    50
Figure 28: Wafer Fabrication Equipment Revenues of Leading Etch and Deposition Companies 55
Figure 29: Estimated 2022 Quartzware Market Size by Region        57
Figure 30: Base Materials Revenue History and Forecast            59
Figure 31: Total 2022 Quartz Base Materials Market Share by Supplier    60
Figure 32: 2022 Ingot Market Share                    62
Figure 33: 2022 Rod/Tube Market Share                    62
Figure 34: Quartz Powder Market Share                    63

TABLES

Table 1: 2023 TECHCET Critical Material Reports                14
Table 2: Global GDP and Semiconductor Revenues                15
Table 3: IMF World Economic Outlook                    16
Table 4: Data Center Systems and Communication Services Forecast 2023    23
Table 5: Quartz Size and Weight Increase from 200mm to 300mm Thermal Process    38
Table 6: Summary of Key Fabricators Expansion Projects            44
Table 7: Total Fabricated Quartz Components Revenue History and Forecast* 46
Table 8: Which Quartz Fabricators Supply to OEM or IDMs?        53
Table 9: Quartz Fabricator Market Ranking by Region 2022        56
Table 10: Total Base Materials Revenue History and Forecast        58

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