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.
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Focuses on the markets for lithography materials, covering photoresists, extension, and ancillary materials
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Provides focused information for electronics supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
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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
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Technological trend analysis, details on the supply-chain for these specialized lithography materials are discussed.
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Table of Contents
2024-2025 CRITICAL MATERIALS REPORT
PHOTOLITHOGRAPHY MATERIALS
TECHCET-CMR-LITHO-CMCA-051324-CY
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 & 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 & 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 & 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
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 & 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 & 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 & 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 & 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 & 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 & EXTENSION MATERIALS GENERAL TECHNOLOGY OVERVIEW 138
5.3.2 PHOTOLITHOGRAPHY ANCILLARIES & 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 & SUPPLIERS’ ACTIVITIES 147
6.3 M&A 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 & 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
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List of Tables/Graphs
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
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
