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半導体製造用スパッタリングターゲット材市場調査

Sputtering Targets for Semiconductor Manufacturing Applications

 

出版社 出版年月電子版価格 ページ数図表数
Techcet
テクセット社
2020年8月US$8,468
サイトライセンス
155 56

サマリー

半導体材料専門の米国の調査会社テクセット社の調査レポート「半導体製造用スパッタリングターゲット材市場調査 - Sputtering Targets for Semiconductor Manufacturing Applications」は、半導体製造用スパッタリングターゲット材市場について、広範な調査・分析を行っています。

主な掲載内容 (目次より抜粋)

  1. エグゼクティブサマリー
  2. 調査範囲とメソドロジー
  3. 半導体市場概要
  4. ビジネス動向と分析
  5. 原材料のサプライチェーン
    1. タンタル
    2. アルミニウム
    3. チタンスポンジ
    4. タングステン
    5. コバルト
    6. 貴金属
    7. 希土類金属(レアアースメタル)
    8. マイナーメタル(レアメタル) - スカンジウム
  6. サプライチェーン分析と価格
    1. タンタル
    2. アルミニウム
    3. チタン
    4. タングステン
    5. その他
    6. ターゲット材
    7. 貴金属
  7. 技術動向
  8. 法規制の最新情報
  9. サプライヤ情報と会社概要

This report provides supply chain information as well as business and technical trends on sputter targets used for semiconductor devices.

  • Provides a detailed look and analysis of the sputter targets market and supply chain as applied to semiconductor device manufacturing
  • Included are raw material supply chain dynamics and companies, target manufacturing cost considerations, pricing trends and more
  • 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 material supply chain, estimates on supplier market share, and forecast for the material segments

 



目次

Table of Contents

1  EXECUTIVE SUMMARY  10

1.1    TARGET BUSINESS - MARKET OVERVIEW     11
1.2    TARGET MARKET TRENDS             12
1.3    2019 IN REVIEW                     13
1.4    TECHNOLOGY TRENDS             14
1.5    TARGET REVENUES 5-YEAR FORECAST     16
1.6    PRECIOUS METAL TARGET MARKET REVENUE FORECAST   17
1.7    COMPETITIVE LANDSCAPE             18
1.8    EHS ISSUES/CONCERNS             19

2  SCOPE, PURPOSE AND METHODOLOGY  20

2.1    SCOPE                    21
2.2    PURPOSE                        22
2.3    METHODOLOGY                23
2.4    OVERVIEW OF OTHER TECHCET CMR - REPORTS    24

3  MARKET OUTLOOK  25

3.1    SEMICONDUCTOR INDUSTRY  MARKET STATUS OVERVIEW    26
3.2    WORLDWIDE ECONOMY            28
    3.2.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY  30
    3.2.2  SEMICONDUCTOR SALE TRENDS        31
3.3    ELECTRONIC GOODS MARKET            32
    3.3.1 SMARTPHONES            33
    3.3.2  AUTOMOTIVE            34
    3.3.2.1 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS  37
    3.3.2.2  SEMICONDUCTOR CONTENT BY AUTOMOTIVE ELECTRONIC SYSTEM  38
    3.3.3  SERVERS / IT            39
    3.3.4  PCS / TABLETS            41
3.4    SEMICONDUCTOR INDUSTRY FORECASTS    42
    3.4.1 SEMICONDUCTOR UNITS GROWTH FORECAST  43
    3.4.2 EQUIPMENT SPENDING AND FAB AND CAPITAL INVESTMENTS  44
    3.4.3 OVERALL CHINA MARKET TRENDS    45
    3.4.4 WAFER START FORECAST        46

4  SPUTTERING TARGET MARKET TRENDS  50

4.1    2020 FIRST HALF                51
    4.1.1  BEGINNING OF 2020 LOOKED MORE POSITIVE THAN NOW - INITIAL 2020 OUTLOOK BEFORE THE CHANGE     52
    4.1.2  1Q2020 STATUS: COVID-19 IMPACT    53
    4.1.3  INITIAL COVID-19 IMPACT ON TARGET MARKET    54
        4.1.4  CURRENT CY2020 MARKET ASSESSMENT        55
        4.1.5  2020 TARGET MARKET REVENUE ESTIMATE    56
    4.1.6  CY2019 IN REVIEW                57
    4.1.6.1 2019 TARGET MATERIAL MARKET SHARE    58
4.2     SUB-TIER SUPPLY-CHAIN STATUS & TRENDS FOR 2020    59
4.3    TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 60
    4.3.1  200 MM TARGET MARKET SEGMENT DRIVERS     61
    4.3.2  300 MM TARGET MARKET SEGMENT DRIVERS DEVICES  62
    4.3.3  METALLIZATION TRENDS            63
    4.3.4  INTERCONNECT TRENDS: RUTHENIUM        64
    4.3.5  MEMORY MATERIALS                    65
    4.3.6  PIEZOELECTRIC MATERIALS - PZT        66
    4.3.7  PIEZOELECTRIC MATERIALS - AL ALLOYS (ALSC AND ALN)  67
    4.3.8  PIEZOELECTRIC MATERIALS: ALN AND ALSC PIEZOELECTRICS  68
    4.3.9  WAFER LEVEL AND PANEL LEVEL PACKAGING    69
    4.3.10 PACKAGING PVD TOOL MAKERS        70
4.4    COMMENT ON REGIONAL TRENDS/DRIVERS        71
    4.4.1  REGIONAL TRENDS AND ISSUES        72
    4.4.2  SPUTTERING TARGET PRODUCTION LOCATIONS?REGIONAL TRENDS 73
    4.4.3  REGIONAL MARKET SIZE AND TRENDS        74
4.5     EHS, REGULATIONS, AND LOGISTIC ISSUES         75
    4.5.1  LOGISTIC ISSUES: COVID-19        76
    4.5.2  EHS ISSUES                77
    4.5.3  REGULATIONS: U.S.            78
    4.5.4  REGULATIONS: EU                79
    4.5.5  U.S. TARIFFS- ALUMINUM            80
    4.5.6  U.S. TARIFFS- TITANIUM            81

5  SUPPLIER MARKET LANDSCAPE  82

5.1    MARKET STATISTICS & FORECASTS            83
    5.1.1  TARGET MARKET FORECAST            84
    5.1.2  ESTIMATE FOR PRECIOUS METAL TARGET MARKET  85
    5.1.3  ESTIMATED 2019 MARKET SHARE        87
    5.1.4  TARGET SUPPLIER UPDATES             88
    5.1.5  EMERGING MEMORY TARGETS MATERIAL SUPPLIERS 90
    5.1.6  RUTHENIUM TARGET SUPPLIERS        91
5.2    M&A ACTIVITY AND PARTNERSHIPS            92
5.3    PLANT CLOSURES                        94
5.4    NEW ENTRANTS                        95
5.5    SUPPLIERS OR PARTS/PRODUCT LINE THAT ARE AT RISK OF DISCONTINUATION  97
5.6    TECHCET ANALYST ASSESSMENT            99

6  SUB TIER SUPPLY-CHAIN, METALS  102

6.1    SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS    103
    6.1.1  CU METAL- RAW MATERIAL            104
    6.1.1.1  CU METAL- MARKET DEMAND        105
    6.1.1.2  CU METAL-  RAW MATERIAL SUPPLY CHAIN    106
    6.1.2  TANTALUM- RAW MATERIAL            107
    6.1.2.1  TA METAL- MINING SUPPLY CHAIN TRENDS    108
    6.1.2.2  TA METAL- AUSTRALIAN MINING        109
    6.1.2.3  TA METAL- GLOBAL DEMAND        110
    6.1.2.4  TA METAL- GENERAL MARKET TRENDS    111
    6.1.2.5  TA METAL- CAPACITOR MARKETS        112
    6.1.2.6  TA METAL SUPPLIER ACTIVITY - GLOBAL ADVANCED METALS  113
    6.1.2.7  TA METAL SUPPLIER ACTIVITY - H.C. STARCK GMBH.    114
    6.1.2.8  TA METAL- CLOSED MARKET ECONOMICS    115
    6.1.3   ALUMINUM (AL) METAL- SMELTING        116
    6.1.3.1  AL METAL- GLOBAL DEMAND        117
    6.1.3.2  AL METAL-  HIGH PURITY REFINERS    118
    6.1.4  TITANIUM (TI) METAL-  TI MINERAL CONCENTRATE  119
        6.1.4.1  TI METAL-SPONGE SUPPLY                120
    6.1.4.2  TI METAL- SPONGE DEMAND        121
    6.1.4.3  TI METAL- TI SPONGE FOR SEMICONDUCTOR    122
    6.1.4.4  TI METAL-  TI SPONGE PRODUCTION ACTIVITY IN CHINA  123
    6.1.5  TUNGSTEN (W) METAL- MINING        124
    6.1.5.1  W METAL- GLOBAL DEMAND            125
    6.1.5.2  W METAL- HIGH PURITY W POWDER SUPPLIERS  126
    6.1.5.3  W MINING ACTIVITY            127
    6.1.5.4  W SUPPLY CHAIN:  CHINA            128
    6.1.5.5  W METAL- FANYA BOURSE            129
    6.1.6  COBALT (CO)  METAL- MINING        130
    6.1.6.1  CO METAL- GLOBAL MINING PROJECTS    131
    6.1.6.2  CO METAL- POSSIBLE NORTH AMERICA PROJECTS  132
    6.1.6.3  CO METAL- DEMAND            133
    6.1.7  PRECIOUS METALS                134
    6.1.7.1  PRECIOUS METAL SUPPLY CHINA        135
    6.1.7.2  PRECIOUS METALS-  PLATINUM GROUP METAL TRENDS    136
    6.1.8  RARE EARTHS                137
6.2     SUB-TIER SUPPLY-CHAIN: DISRUPTIONS            138
6.3    SUB-TIER SUPPLY-CHAIN M&A ACTIVITY        139
    6.3.1  SUB-TIER M&A                140
6.4    SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES    141
6.5    SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS        142
6.6    SUB-TIER SUPPLY-CHAIN DISRUPTIONS        143
    6.6.1  SUB-TIER SUPPLY-CHAIN DISRUPTIONS- COVID-19 144
    6.6.2  SUB-TIER SUPPLY-CHAIN DISRUPTIONS- OTHER    145
6.7     SUB-TIER SUPPLY-CHAIN PRICING TRENDS        146
    6.7.1  METAL PRICING TRENDS            147
    6.7.2  CU METAL PRICING                    148
    6.7.3  AL METAL PRICING                149
    6.7.4  CO METAL PRICING                    150
    6.7.5  PRECIOUS METAL PRICING            151
    6.7.6  RU PRICING TRENDS            152
6.8    SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT  153

7  SUPPLIER PROFILES  155

1  Furuya Metal Co. Ltd.  161
1.1 Furuya Metal Co. Ltd. - Company Overview            161
1.2 Furuya Metal Co. Ltd. - Business Segments            161
1.3 Furuya Metal Co. Ltd. - Recent Company Specific News and New Product Offerings  161
1.4 Furuya Metal Co. Ltd. - Fiscal Year Financial Overview  162
1.5 Furuya Metal Co. Ltd. - Manufacturing Locations, Capabilities, and Certifications 162
1.6 Furuya Metal Co. Ltd. - Analyst Assessment            163
2  GO Element Corp.  163
2.1 GO Element Corp. - Company Overview                    163
2.2 GO Element Corp. - Business Segments            163
2.3 GO Element Corp. - Manufacturing Locations, Capabilities, and Certifications  164
2.4 GO Element Corp. - Analyst Assessment            164
3  Grikin  164
3.1 Grikin - Company Overview                            164
3.2 Grikin - Business Segments                            165
3.3 Grikin - Recent Company Specific News and New Product Offerings    165
3.4 Grikin - Manufacturing Locations, Capabilities, and Certifications    165
3.5 Grikin - Analyst Assessment                            167
4  Honeywell Electronic Materials  167
4.1 Honeywell Electronic Materials - Company Overview    167
4.2 Honeywell Electronic Materials - Business Segments    167
4.3 Honeywell Electronic Materials - Manufacturing Locations, Capabilities, and Certifications    168
4.4 Honeywell Electronic Materials - Analyst Assessment    169
5  JX NIPPON  169
5.1 JX Nippon - Company Overview                    169
5.2 JX Nippon - Business Segments                    169
5.3 JX Nippon - Recent Company Specific News and New Product Offerings    169
5.4 JX Nippon - Fiscal Year Financial Overview            170
5.5 JX Nippon - Manufacturing Locations, Capabilities, and Certifications 170
5.6 JX Nippon - Analyst Assessment                    171
6  KMFI     171
6.1 KMFI - Company Overview                            171
6.2 KMFI? Business Segments                            171
6.3 KMFI - Recent Company Specific News and New Product Offerings    172
6.4 KMFI - Manufacturing Locations, Capabilities, and Certifications    172
6.5 KMFI - Analyst Assessment                            174
7  Materion Advanced Materials    174
7.1 Materion Advanced Materials - Company Overview    174
7.2 Materion Advanced Materials - Business Segments    174
7.3 Materion Advanced Materials - Recent Company Specific News and New Product Offering    175
7.4 Materion Advanced Materials - Financial Overview    175
7.5 Materion Advanced Materials - Manufacturing Locations, Capabilities, and Certifications 175
7.6 Materion Advanced Materials - Analyst Assessment    176
8  Pioneer Materials Inc.  176
8.1 Pioneer Materials Inc. - Company Overview            176
8.2 Pioneer Materials Inc. - Business Segments            176
8.3 Pioneer Materials Inc. - Manufacturing Locations, Capabilities, and Certifications    177
8.4 Pioneer Materials Inc. - Analyst Assessment            177
9  Linde/Praxair  177
9.1 Linde/Praxair - Company Overview                    177
9.2 Linde/Praxair? Business Segments                    178
9.3 Linde/Praxair - Recent Company Specific News and New Product Offerings  179
9.4 Linde/Praxair - Fiscal Year Financial Overview    179
9.5 Linde/Praxair - Manufacturing Locations, Capabilities, and Certifications 180
9.6 Linde/Praxair - Analyst Assessment                    180
10  Solar Applied Materials Technology    181
10.1 Solar Applied Materials Technology - Company Overview  181
10.2 Solar Applied Materials Technology - Business Segments 181
10.3 Solar Applied Materials Technology - Recent Company Specific News and New Product Offerings  181
10.4 Solar Applied Materials Technology - Fiscal Year Financial Overview  182
10.5 Solar Applied Materials Technology - Manufacturing Locations, Capabilities, and Certifications  182
10.6 Solar Applied Materials Technology - Analyst Assessment    183
11  Sumitomo Chemical Co.  184
11.1 Sumitomo Chemical Co. - Company Overview            184
11.2 Sumitomo Chemical Co. - Business Segments            184
11.3 Sumitomo Chemical Co. - Recent Company Specific News and New Product Offerings  184
11.4 Sumitomo Chemical Co. - Fiscal Year Financial Overview  185
11.5 Sumitomo Chemical Co. - Manufacturing Locations, Capabilities, and Certifications    185
11.6 Sumitomo Chemical Co. - Analyst Assessment            185
12  Tanaka Precious Metals  186
12.1 Tanaka Precious Metals - Company Overview            186
12.2 Tanaka Precious Metals - Business Segments    186
12.3 Tanaka Precious Metals - Recent Company Specific News and New Product Offerings  186
12.4 Tanaka Precious Metals - Fiscal Year Financial Overview  187
12.5 Tanaka Precious Metals - Manufacturing Locations, Capabilities, and Certifications    187
12.6 Tanaka Precious Metals - Analyst Assessment    187
13  TOP Metal Material    188
13.1 TOP Metal Material - Company Overview            188
13.2 TOP Metal Material - Business Segments            188
13.3 TOP Metal Material - Manufacturing Locations, Capabilities, and Certifications    188
13.4 TOP Metal Material - Analyst Assessment            189
14  Tosoh SMD    189
14.1 Tosoh SMD - Company Overview                    189
14.2 Tosoh SMD - Business Segments                    189
14.3 Tosoh SMD - Recent Company Specific News and New Product Offerings     189
14.4 Tosoh SMD - Fiscal Year Financial Overview            190
14.5 Tosoh SMD - Manufacturing Locations, Capabilities, and Certifications  190
14.6 Tosoh SMD - Analyst Assessment                    191
15  Umicore Electro Optic Materials  191
15.1 Umicore Electro Optic Materials - Company Overview    191
15.2 Umicore Electro Optic Materials - Business Segments  191
15.3 Umicore Electro Optic Materials - Recent Compant Specific News and New Product Offerings    192
15.4 Umicore Electro Optic Materials - Fiscal Year Financial Overview    192
15.5 Umicore Electro Optic Materials - Manufacturing Locations, Capabilities, and Certifications  193
15.6 Umicore Electro Optic Materials - Analyst Assessment 193
16  Vacuum Engineering & Materials  193
16.1 Vacuum Engineering & Materials - Company Overview    193
16.2 Vacuum Engineering & Materials - Business Segments    194
16.3 Vacuum Engineering & Materials - Manufacturing Locations, Capabilities, and Certifications    194
17  Vital Materials Co. Limited     194
17.1 Vital Materials Co. - Company Overview            194
17.2 Vital Materials Co. - Business Segments            195
17.3 Vital Materials Co. -Recent Company Specific News and New Product Offerings  196
17.4 Vital Materials Co. - Manufacturing Locations, Capabilities, and Certifications  196
17.5 Vital Materials Co. - Analyst Assessment            197

TABLE OF FIGURES

FIGURE 1: SPUTTERING TARGET MARKET FORECAST        16
FIGURE 2: PRECIOUS METAL TARGET FORECAST        17
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2019)  30
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES         31
FIGURE 5: SEMICONDUCTOR CHIP APPLICATIONS         32
FIGURE 6: MOBILE PHONE SHIPMENTS WW ESTIMATES         33
FIGURE 7: OIL PRICE PER BARREL US WTI             35
FIGURE 8: SEMICONDUCTOR SPEND PER VEHICLE TYPE        37
FIGURE 9: SEMICONDUCTOR CONTENT BY AUTOMOTIVE APPLICATION  38
FIGURE 10: SEMICONDUCTOR REVENUE GROWTH FORECASTS (JULY 2020)     42
FIGURE 11: SEMICONDUCTOR UNITS HISTORY AND FORECAST    43
FIGURE 12: 200 MM WAFER CAPACITY FORECAST        46
FIGURE 13: 2020/ 2019 GROWTH ESTIMATES FOR 3DNAN, DRAM AND LOGIC DEVICES (ADVANCED NODES AND LEADING EDGE) 48
FIGURE 14: SPUTTERING TARGET MARKET FORECAST        56
FIGURE 15: 2019 SPUTTERING TARGET MARKET BY REVENUES    58
FIGURE 16: 2019 SPUTTERING TARGET MARKET BY VOLUME    58
FIGURE 17: AMAT CO METALLIZATION TECHNOLOGY        63
FIGURE 18: SC CONTENT IN AL VS. PIEZOELECTRIC RESPONSE    68
FIGURE 19 REGIONAL SHARE (AS A % OF TOTAL TARGET DEMAND BY USD)    71
FIGURE 20: SPUTTERING TARGET MARKET FORECAST        84
FIGURE 21: PRECIOUS METAL TARGET FORECAST        85
FIGURE 22: EST. 2019 SUPPLIER MARKET SHARE        87
FIGURE 23: 2019 EST. GLOBAL CU MINE PRODUCTION 20.3 MILLION MT     104
FIGURE 24: 2019 GLOBAL REFINED CU CONSUMPTION 24.5 MILLION MT   105
FIGURE 25: 2019 EST. TANTALUM MINE PRODUCTION 1840 MT        107
FIGURE 26: 2018 TANTALUM PRODUCT DEMAND                110
FIGURE 27: EST. WORLD ALUMINUM SMELTING PRODUCTION 2019 64 MILLION MT 116
FIGURE 28: ALUMINUM DEMAND BY END USE APPLICATION  2019 89.8 M METRIC MT  117
FIGURE 29: EST. GLOBAL TI CONCENTRATE MINING PRODUCTION-2019  7,600 KT    119
FIGURE 30: EST. GLOBAL TI SPONGE CAPACITY-2019  >210,O00 MT    120
FIGURE 31: EST. GLOBAL 2018 TI MILL PRODUCT OUTPUT, ~200,000 MT    121
FIGURE 32: EST. 2019 W MINE PRODUCTION  84,600 T    124
FIGURE 33: 2018 GLOBAL W DEMAND  106,00            125
FIGURE 34: EST. 2018 CO MINE PRODUCTION  143,000 MT     130
FIGURE 35: EST. 2018 GLOBAL CO DEMAND 125,000 MT     133
FIGURE 36: LME CU PRICE CHART                    147
FIGURE 37: LME AL PRICE CHART                    149
FIGURE 38: LME CO METAL PRICE CHART             150
FIGURE 39: PRECIOUS METAL PRICE CHARTS            151

TABLES

TABLE 1: COVID-19 LOCKDOWNS AND RESTRICTIONS BY REGION  (APRIL 2020)  27
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*        28
TABLE 3: IMF WORLD ECONOMIC OUTLOOK*             29
TABLE 4: 2020 AUTO INDUSTRY GROWTH IMPACT FACTORS    36
TABLE 5: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES FORECAST 2020  40
TABLE 6: WORLDWIDE DEVICE SHIPMENTS BY DEVICE TYPE,2020-2022 (JAN 2020) 41
TABLE 7: 2019 INVESTMENT PLANS FOR SELECTED DEVICE COMPANIES (AS OF MARCH 2020) 44
TABLE 8: CHINA FABS CAPABILITIES STATUS            45
TABLE 9: 2020/ 2019 GROWTH ESTIMATES FOR 3DNAND, DRAM AND LOGIC DEVICES    47
TABLE 10: PVD PACKAGING  TOOL MAKERS             70
TABLE 11: SPUTTERING TARGET SUPPLIER MANUFACTURING LOCATIONS 73
TABLE 12: REGIONAL SPUTTERING MARKETS            74
TABLE 13: PHASE CHANGE MATERIAL TARGET SUPPLIERS    90
TABLE 14: MRAM TARGET SUPPLIERS                    90
TABLE 15: RUTHENIUM TARGET SUPPLIERS            91
TABLE 16: POSSIBLE CO MINES IN N. AMERICA        132
TABLE 17: RARE EARTH USAGE BY APPLICATION        137

 

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