Summary

This report covers the market and supply-chain for Photolithography Materials used in semiconductor device fabrication. The report contains data and analysis from TECHCET’s data base and Sr. Analyst experience, as well as that developed from primary and secondary market research.

• Focuses on the markets for lithography materials, covering photoresists, extension, and ancillary materials.
• Provides focused information for electronics supply-chain managers, process integration and R&D directors, as well as business development and financial analysts.
• Covers information about key lithography materials suppliers, issues/trends in the lithography materials supply chain, estimates on supplier market share, and lithography materials market forecasting.
• Technological trend analysis, details on the supply-chain for these specialized lithography materials are discussed.
• Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst.

ページTOPに戻る

Table of Contents

1  EXECUTIVE SUMMARY  10

1.1  PHOTOLITHOGRAPHY MARKET OVERVIEW      11
1.2 PHOTOLITHOGRAPHY MATERIALS BUSINESS – MARKET OVERVIEW   12
1.2.1 PHOTOLITHOGRAPHY MATERIALS BUSINESS – MARKET OVERVIEW  13
1.3 INTERNATIONAL TRENDS IMPACTING PHOTOLITHOGRAPHY 2024 OUTLOOK  15
1.4 PHOTOLITHOGRAPHY APPLICATIONS EFFECTING MARKET TRENDS   16
1.5  PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT   17
1.6 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT  18
1.7 TECHNOLOGY TRENDS        19
1.8 PHOTOLITHOGRAPHY COMPETITIVE LANDSCAPE     23
1.9  EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS    25
1.10  ANALYST ASSESSMENT OF PHOTOLITHOGRAPHY MATERIALS    26

2  SCOPE, PURPOSE AND METHODOLOGY  28

2.1 SCOPE         29
2.2 PURPOSE         30
2.3 METHODOLOGY        31
2.4 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS     32

3  SEMICONDUCTOR INDUSTRY MARKET STATUS  and OUTLOOK  33

3.1 WORLDWIDE ECONOMY AND OUTLOOK      34
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY  36
3.1.2 SEMICONDUCTOR SALES GROWTH     37
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS  38
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT     39
3.2.1 ELECTRONICS OUTLOOK      40
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK     41
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS    42
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS   43
3.2.3  SMARTPHONE OUTLOOK      44
3.2.4  PC OUTLOOK       45
3.2.5  SERVERS / IT MARKET      46
3.3 SEMICONDUCTOR FABRICATION GROWTH  and EXPANSION    47
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS  48
3.3.2 NEW FABS IN THE US      49
3.3.3 WW FAB EXPANSION DRIVING GROWTH      50
3.3.4 EQUIPMENT SPENDING TRENDS      51
3.3.4.1 ADVANCED LOGIC TECHNOLOGY ROADMAPS    52
3.3.4.2 DRAM TECHNOLOGY ROADMAPS     53
3.3.4.3 3D NAND TECHNOLOGY ROADMAPS     54
3.3.5 FAB INVESTMENT ASSESSMENT      55
3.4 POLICY  and TRADE TRENDS AND IMPACT      56
3.5 SEMICONDUCTOR MATERIALS OVERVIEW      57
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028   58
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028   59
   
4 PHOTORESIST SEGMENT MARKET TRENDS   60

4.1 PHOTORESIST SEGMENT MARKET TRENDS – OUTLINE     61
4.1.1  2023 PHOTORESIST SEGMENT MARKET LEADING INTO 2024  62
4.1.2 PHOTORESIST SEGMENT MARKET OUTLOOK    64
4.1.3  PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT  66
4.1.3.1  EUV PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 67
4.1.3.2  ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT       68
4.1.3.3 KRF, I  and G-LINE PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT       69
4.1.4  PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 70
4.1.4.1  EUV PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 71
4.1.4.2  ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT       72
4.1.4.3  KRF, I  and G-LINE PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT       73
4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE    74
4.2.1 PHOTORESIST MATERIALS PRODUCTION CAPACITY OF TOP SUPPLIERS 75
4.2.2 PHOTORESIST MATERIALS PRODUCTION BY REGION    76
4.2.3 PHOTORESIST PRODUCTION CAPACITY EXPANSIONS   77
4.2.3.1 CANON PRODUCTION CAPACITY EXPANSIONS    78
4.2.3.2 DUPONT PRODUCTION CAPACITY EXPANSIONS    79
4.2.3.3 DONGJIN PRODUCTION CAPACITY EXPANSIONS    80
4.2.3.4 FUJIFILM PRODUCTION CAPACITY EXPANSIONS    81
4.2.3.5 JSR PRODUCTION CAPACITY EXPANSIONS    82
4.2.3.6 MERCK KGAA, EMD ELECTRONICS PRODUCTION CAPACITY EXPANSIONS 83
4.2.3.7 SHIN-ETSU PRODUCTION CAPACITY EXPANSIONS   84
4.2.3.8 SUMITOMO PRODUCTION CAPACITY EXPANSIONS    85
4.2.3.9 TOK PRODUCTION CAPACITY EXPANSIONS    86
4.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW     87  
4.3 PRICING TRENDS        88
4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE    89
4.4.1.1 PHOTORESIST MATERIALS GENERAL TECHNOLOGY OVERVIEW  90
4.4.1.2  PATTERNING TECHNOLOGY TRENDS     91
4.4.1.3  PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE  97
4.4.1.4  3D NAND TRENDS       98
4.4.2 PHOTORESIST TECHNOLOGY TRENDS     99
4.4.3 SPECIALTY/EMERGING PHOTORESIST MATERIALS/RELATED   101
4.5 REGIONAL CONSIDERATIONS       102
4.5.1 REGIONAL ASPECTS AND DRIVERS     103
4.5.2 EHS ISSUES       105
4.7 ANALYST ASSESSMENT OF PHOTORESIST SEGMENT MARKET TRENDS  108

5 PHOTOLITHOGRAPHY ANCILLARIES  and EXTENSIONS SEGMENT MARKET TRENDS   111

5.1 ANCILLARIES AND EXTENSIONS SEGMENT MARKET TRENDS – OUTLINE  112
5.1.1 ANCILLARIES AND EXTENSION SEGMENT MARKET OUTLOOK   113
5.1.2  ANCILLARIES MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT  114
5.1.2.1  ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR VOLUME FORECAST BY SEGMENT       115
5.1.2.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR VOLUME FORECAST BY SEGMENT       116
5.1.2.3 ANCILLARIES MATERIALS (PTD) 5-YEAR VOLUME FORECAST BY SEGMENT 117
5.1.3  ANCILLARIES MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT  118
5.1.3.1  ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR REVENUE FORECAST BY SEGMENT       119
5.1.3.2  ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR REVENUE FORECAST BY SEGMENT       120
5.1.3.3  ANCILLARIES MATERIALS (PTD) 5-YEAR REVENUE FORECAST BY SEGMENT       121
5.1.4  EXTENSIONS MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT  122
5.1.4.1 EXTENSIONS (KRF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT 123
5.1.4.2 EXTENSIONS (ARF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT 124
5.1.4.3 EXTENSIONS (SOC) 5-YEAR VOLUME FORECAST BY SEGMENT  125
5.1.4.4 EXTENSIONS (SI BARC) 5-YEAR VOLUME FORECAST BY SEGMENT  126
5.1.5 EXTENSIONS MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT  127
5.1.5.1 EXTENSIONS (KRF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT 128
5.1.5.2 EXTENSIONS (ARF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT 129
5.1.5.3 EXTENSIONS (SOC) 5-YEAR REVENUE FORECAST BY SEGMENT  130
5.1.5.4 EXTENSIONS (SI BARC) 5-YEAR REVENUE FORECAST
BY SEGMENT 131
5.2 ANCILLARIES AND EXTENSIONS MATERIALS MARKET LANDSCAPE AND INVESTMENTS - OUTLINE        132
5.2.1 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES   133
5.2.2 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES (NON-PHOTORESIST MAKERS)      134
5.2.3 MARKET LANDSCAPE / KEY SUPPLIERS OF EXTENSION MATERIALS  135
5.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW     136
5.3 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE    137
5.3.1 PHOTOLITHOGRAPHY ANCILLARIES  and EXTENSION MATERIALS GENERAL TECHNOLOGY OVERVIEW       138
5.3.2 PHOTOLITHOGRAPHY ANCILLARIES  and EXTENSION MATERIALS TECHNOLOGY TRENDS         139
5.4 EHS AND TRADE/LOGISTIC ISSUES FOR ANCILLARIES AND EXTENSION MATERIALS          142
5.5.1 ANALYST ASSESSMENT OF ANCILLARIES SEGMENT MARKET TRENDS  143
5.5.2 ANALYST ASSESSMENT OF EXTENSIONS SEGMENT MARKET TRENDS  144

6  PHOTOLITHOGRAPHY MATERIALS MARKET SUPPLIER LANDSCAPE   145

6.1 PHOTORESIST MATERIALS MARKET SHARE      146
6.2.1  CURRENT QUARTER - REPORTED REVENUES  and SUPPLIERS’ ACTIVITIES 147
6.3 M andA ACTIVITY AND PARTNERSHIPS – NON REPORTED    149
6.4 PLANT CLOSURES – NONE REPORTED      150
6.5 NEW ENTRANTS        151
6.6 SUPPLIER DISRUPTIONS       155
6.6.1 SUPPLIERS OR PARTS/PRODUCT LINES AT RISK OF DISCONTINUATION – NONE REPORTED        156
6.7 OTHER THOUGHTS        157
6.8 TECHCET ANALYST ASSESSMENT OF PHOTOLITHOGRAPHIC MATERIALS SUPPLIERS         158

7 SUB-TIER SUPPLY-CHAIN, PHOTOLITHOGRAPHY MATERIALS   159

7.1 SUB-TIER SUPPLY CHAIN: PHOTORESISTS COMPONENTS    160
7.2 PHOTORESIST RESINS        161
7.2.1 PHOTORESIST RESINS      162
7.3 PHOTORESIST SOLVENTS 7.4 PHOTORESIST OTHER COMPONENTS  164
7.5 PHOTORESIST COMPONENTS REFERENCES  and SOURCES    165

8 SUPPLIER PROFILES   166
AUECC  
AVANTOR
ALLRESIST GESELLSCHAFT FÜR CHEMISCHE
BASF
BREWER SCIENCE
...and 20+ more

9 APPENDIX   167

SELECT EXTENSION AND ANCILLARY SUPPLIERS*    168

ページTOPに戻る

List of Tables/Graphs

LIST OF FIGURES


FIGURE 1.1: A HISTORY OF PHOTOLITHOGRAPHY ADVANCEMENT   13
FIGURE 1.2: PHOTOLITHOGRAPHY MATERIALS VOLUME FORECAST BY SEGMENT 17
FIGURE 1.3: PHOTOLITHOGRAPHY MATERIALS REVENUE FORECAST BY SEGMENT 18
FIGURE 1.4: TRADE OFFS WITH EUV      21
FIGURE 1.5: BOTTOM ANTI-REFLECTIVE COATING (BARC)   22
FIGURE 1.6: 2023 MARKET SHARE ESTIMATES OF TOP 3 PHOTORESIST COMPANIES 23
FIGURE 1.7: ASML HIGH NA EUV SYSTEM     26
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  (2023) 36
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES     37
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) 38
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS   39
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS) 41
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION    42
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION    43
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES    44
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST    45
FIGURE 3.10: TSMC PHOENIX INVESTMENT ESTIMATED TO BE US $40 B  47
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2022-2027   48
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US    49
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 50
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE 51
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW  52
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW    53
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW   54
FIGURE 3.18: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)       55
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS  58
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)  59
FIGURE 4.1: PHOTORESIST VOLUME FORECAST BY SEGMENT   66
FIGURE 4.2: EUV PHOTORESIST VOLUME FORECAST BY SEGMENT   67
FIGURE 4.3: ARF AND ARFI PHOTORESIST VOLUME FORECAST BY SEGMENT 68
FIGURE 4.4: KRF, I  and G-LINE PHOTORESIST VOLUME FORECAST BY SEGMENT 69
FIGURE 4.5: PHOTORESIST REVENUE FORECAST BY SEGMENT   70
FIGURE 4.6: EUV PHOTORESIST REVENUE FORECAST BY SEGMENT   71
FIGURE 4.7: ARF AND ARFI PHOTORESIST REVENUE FORECAST BY SEGMENT 72
FIGURE 4.8: KRF, I  and G-LINE PHOTORESIST REVENUE FORECAST BY SEGMENT 73
FIGURE 4.9: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2023  75
FIGURE 4.10: OVERVIEW AND EVOLUTION OF PHOTORESIST CHEMISTRY  90
FIGURE 4.11: SCANNER TECHNOLOGY TRENDS ARF TO EUV   92
FIGURE 4.12: EUV RESIST RECTIFICATION     93
FIGURE 4.13: SELECTIVE DSA EXAMPLE     94
FIGURE 4.14. RECTIFICATION FLOW USING DSA      95
FIGURE 4.15: NANOIMPRINT LITHOGRAPHY      96
FIGURE 4.16: GENERAL SCHEMATIC OF LITHO EXPOSURES BY DEVICE TYPE 97
FIGURE 4.17: EXAMPLE OF 3D NAND SCALING BY STACKS/TIERS   98
FIGURE 4.18: CHINESE VERSION OF EUV LITHOGRAPHY TOOL IN DEVELOPMENT 101
FIGURE 4.19: 2023 ESTIMATED PHOTORESIST REVENUE SHARE BY REGION 102
FIGURE 5.1: ANCILLARIES VOLUME FORECAST BY SEGMENT   114
FIGURE 5.2: EBR AND PREWET VOLUME FORECAST BY SEGMENT   115
FIGURE 5.3: NTD CHEMICALS VOLUME FORECAST BY SEGMENT   116
FIGURE 5.4: PTD VOLUME FORECAST BY SEGMENT    117
FIGURE 5.5: ANCILLARIES REVENUE FORECAST BY SEGMENT   118
FIGURE 5.6: EBR AND PREWET REVENUE FORECAST BY SEGMENT   119
FIGURE 5.7: NTD CHEMICALS REVENUE FORECAST BY SEGMENT   120
FIGURE 5.8: PTD REVENUE FORECAST BY SEGMENT    121
FIGURE 5.9: EXTENSIONS VOLUME FORECAST BY SEGMENT   122
FIGURE 5.10: KRF BARC VOLUME FORECAST BY SEGMENT   123
FIGURE 5.11: ARF BARC VOLUME FORECAST BY SEGMENT   124
FIGURE 5.12: SOC VOLUME FORECAST BY SEGMENT    125
FIGURE 5.13: SI BARC VOLUME FORECAST BY SEGMENT    126
FIGURE 5.14: EXTENSIONS REVENUE FORECAST BY SEGMENT   127
FIGURE 5.15: KRF BARC REVENUE FORECAST BY SEGMENT   128
FIGURE 5.16: ARF BARC REVENUE FORECAST BY SEGMENT   129
FIGURE 5.17: SOC REVENUE FORECAST BY SEGMENT    130
FIGURE 5.18: SI BARC REVENUE FORECAST BY SEGMENT   131
FIGURE 5.19: DEVELOPER TRANSITION     140
FIGURE 5.20: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST 141
FIGURE 6.1: LAM RESEARCH DRY RESIST     153


LIST OF TABLES

TABLE 1.1: PHOTOLITHOGRAPHY MATERIALS GROWTH OVERVIEW   11
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES   34
TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)    35
TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS  42
TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023        46
TABLE 4.1: MATERIAL SUPPLIER MANUFACTURING LOCATIONS   76
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 PHOTORESIST MATERIALS SUPPLIER INVESTMENTS       87
TABLE 4.3: REGIONAL PHOTOLITHOGRAPHY MATERIALS TRENDS   103
TABLE 4.4: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY 104
TABLE 4.5: COMPARISON OF PERFORMANCE OF PAGS VERSUS ALTERNATIVES 107
TABLE 5.1: SOLVENT SUPPLIERS      133
TABLE 5.2: ANCILLARY SUPPLIER LANDSCAPE     134
TABLE 5.3: KEY SUPPLIERS OF EXTENSION MATERIALS    135
TABLE 5.4: OVERVIEW OF ANNOUNCED 2023/2024 ANCILLARY  and EXTENSION MATERIALS SUPPLIER INVESTMENTS      136
TABLE 6.1: ESTIMATED TOTAL PHOTORESIST MARKET SHARE BY SUPPLIER 146
TABLE 6.2: MOST RECENT REPORTED QUARTERLY LITHO MATERIAL SUPPLIER SALES         147

Press Release