全球電子濕化學品和特殊清潔劑（重要材料）市場，2024～2025年

Electronic Wet Chemicals & Specialty Cleans Market Report 2024-2025 (Critical Materials Report)

出版日期: 2024年06月01日 | 出版商:

TECHCET | 英文 115 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄圖表

本報告涵蓋了半導體裝置製造中使用的濕化學品的市場環境和供應鏈。它還包括有關主要供應商、材料供應鏈中的問題和趨勢、供應商市場份額估計和預測以及材料細分市場預測的資訊。

範例視圖

世界經濟與展望
- 半導體產業和世界經濟的關聯
- 半導體的銷售額成長
- 台灣的外包製造商月銷售趨勢
晶片的銷售趨勢:電子各產品區隔
- 電子產品的展望
- 汽車產業的展望
- 智慧型手機的展望
- PC的展望
- 伺服器/IT市場
半導體製造的成長與擴大
- 對晶片擴張的巨額投資正當中
- 美國的新的工廠
- 全球各地的工廠的擴大推動成長
- 設備投資趨勢
- 先進邏輯技術藍圖
- 工廠投資的評估
政策與貿易的趨勢與影響
半導體材料概要
- 晶圓的投入數量:未來預測 (～2028年)
- 材料市場預測 (～2028年)

第4章濕化學品及特用清洗劑市場趨勢

濕化學品、特殊清洗劑市場展望
- 濕化學品、特殊清洗劑市場 (2023年):2024年的關聯
濕化學品及特殊清洗劑的出貨預測:各市場區隔 (5年)
- 濕化學品、特殊清洗劑部門的收益預測:各市場區隔 (5年)
- H2SO4的預測 (以數量為準)
- H2O2的預測 (以數量為準)
- H3PO4的預測 (以數量為準)
- NH4OH的預測 (以數量為準)
- IPA數的預測 (以數量為準)
- HF的預測 (以數量為準)
- HCL的預測 (以數量為準)
- HNO3的預測 (以數量為準)
- AL PERR的預測 (以數量為準)
- CU PERR的預測 (以數量為準)
- PCMP的預測 (以數量為準)
濕化學品、特殊清洗劑的供應商:各地區
濕化學品、特殊清洗劑的生產能力的擴大
- 投資發表概要
- 投資活動相關追加評論
濕化學品、特殊清洗劑的供需平衡:概要
價格趨勢
濕化學品、特殊清洗劑的一般技術概要
- 濕化學品、特殊清洗技術趨勢
- 濕化學品、特殊清洗劑的新的用途
地區性的考慮事項
- 地區的方面與推動因素
EHS和貿易/物流的問題
- EHS問題
- 貿易/物流問題
濕化學品、特殊清洗劑市場趨勢相關分析師的評估

第5章供應端市場情勢

濕化學品的市場佔有率
特殊清洗劑的市場佔有率
企業合併、收購 (M&A) 活動和夥伴關係
工廠關閉 - 無
新加入企業
供應商或零件/產品線面臨停產風險 - 無
對濕化學品、特殊清洗劑供應商的分析師評估

第6章下游供應鏈：濕化學品/特殊清潔

下游（次級）供應鏈：供應商與市場概覽
- 低階供應商：主要公司清單（並非詳盡無遺）
- 低階材料市場背景
- 低階材料市場趨勢
- 低階材料工業用 VS 半導體等級
- 半導體等級的輔助層級材料供應商的新聞
對低階供應鏈的分析師評估

第7章供應商簡介

ATOTECH
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL
其他40公司以上

簡介目錄圖表

This report covers the market landscape and supply-chain for wet chemicals used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

SAMPLE VIEW

1 EXECUTIVE SUMMARY

1.1 WET CHEMICALS AND SPECIALTY CLEANS BUSINESS - MARKET OVERVIEW
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
1.3 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
1.4 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
1.5 WET CHEMICALS AND SPECIALTY CLEANS SEGMENT TRENDS
1.6 TECHNOLOGY TRENDS
1.7 COMPETITIVE LANDSCAPE
1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
1.9 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS

2 SCOPE, PURPOSE AND METHODOLOGY

2.1 SCOPE
2.2 METHODOLOGY
2.3 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1 WORLDWIDE ECONOMY AND OUTLOOK
- 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
- 3.1.2 SEMICONDUCTOR SALES GROWTH
- 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
- 3.2.1 ELECTRONICS OUTLOOK
- 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK
  - 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
  - 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
- 3.2.3 SMARTPHONE OUTLOOK
- 3.2.4 PC OUTLOOK
- 3.2.5 SERVERS / IT MARKET
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
- 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
- 3.3.2 NEW FABS IN THE US
- 3.3.3 WW FAB EXPANSION DRIVING GROWTH
- 3.3.4 EQUIPMENT SPENDING TRENDS
- 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS
  - 3.3.5.1 DRAM TECHNOLOGY ROADMAPS
  - 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS
- 3.3.6 FAB INVESTMENT ASSESSMENT
3.4 POLICY & TRADE TRENDS AND IMPACT
3.5 SEMICONDUCTOR MATERIALS OVERVIEW
- 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028
- 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028

4 WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS

4.1 WET CHEMICALS AND SPECIALTY CLEANS MARKET OUTLOOK
- 4.1.1 2023 WET CHEMICALS AND SPECIALTY CLEANS MARKET LEADING INTO 2024
4.2 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
- 4.2.1 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
- 4.2.2 H2SO4 VOLUME FORECAST
  - 4.2.2.1 H2SO4 REVENUE FORECAST
- 4.2.3 H2O2 VOLUME FORECAST
  - 4.2.3.1 H2O2 REVENUE FORECAST
- 4.2.4 H3PO4 VOLUME FORECAST
  - 4.2.4.1 H3PO4 REVENUE FORECAST
- 4.2.5 NH4OH VOLUME FORECAST
  - 4.2.5.1 NH4OH REVENUE FORECAST
- 4.2.6 IPA VOLUME FORECAST
  - 4.2.6.1 IPA REVENUE FORECAST
- 4.2.7 HF VOLUME FORECAST
  - 4.2.7.1 HF REVENUE FORECAST
- 4.2.8 HCL VOLUME FORECAST
  - 4.2.8.1 HCL REVENUE FORECAST
- 4.2.9 HNO3 VOLUME FORECAST
  - 4.2.9.1 HNO3 REVENUE FORECAST
- 4.2.10 AL PERR VOLUME FORECAST
  - 4.2.10.1 AL PERR REVENUE FORECAST
- 4.2.11 CU PERR VOLUME FORECAST
4.2.11.1.CU PERR REVENUE FORECAST
- 4.2.12 PCMP REVENUE FORECAST
4.3 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS BY REGION
4.4 WET CHEMICALS AND SPECIALTY CLEANS PRODUCTION CAPACITY EXPANSIONS
- 4.4.1 INVESTMENT ANNOUNCEMENTS OVERVIEW
- 4.4.2 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
4.5 WET CHEMICALS AND SPECIALTY CLEANS SUPPLY VS. DEMAND BALANCE - OVERVIEW
4.6 PRICING TRENDS
4.7 WET CHEMICALS AND SPECIALTY CLEANS GENERAL TECHNOLOGY OVERVIEW
- 4.7.1 WET CHEMICALS AND SPECIALTY CLEANS TECHNOLOGY TRENDS
- 4.7.2 EMERGING WET CHEMICALS AND SPECIALTY CLEANS APPLICATION
4.8 REGIONAL CONSIDERATIONS
- 4.8.1 REGIONAL ASPECTS AND DRIVERS
4.9 EHS AND TRADE/LOGISTIC ISSUES
- 4.9.1 EHS ISSUES
- 4.9.2 TRADE/LOGISTICS ISSUES
4.10 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

5.1 WET CHEMICALS MARKET SHARE
5.2 SPECIALTY CLEANS MARKET SHARE
5.3 M&A ACTIVITY AND PARTNERSHIPS
5.4 PLANT CLOSURES - NONE
5.5 NEW ENTRANTS
5.6 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS - NONE
5.7 TECHCET ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS

6 SUB-TIER SUPPLY CHAIN, WET CHEMICALS AND SPECIALTY CLEANS

6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
- 6.1.1 SUB-TIER SUPPLIERS: A REPRESENTATIVE BUT NON-COMPREHENSIVE LIST
- 6.1.2 SUB-TIER MATERIAL MARKET BACKGROUND
- 6.1.3 SUB-TIER MATERIAL MARKET TRENDS
- 6.1.4 SUB-TIER MATERIAL INDUSTRIAL VS. SEMICONDUCTOR GRADE
- 6.1.5 SEMICONDUCTOR-GRADE SUB-TIER MATERIAL SUPPLIER NEWS
6.2 SUB-TIER SUPPLY CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

ATOTECH
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL
...AND 40+ MORE

簡介目錄圖表

LIST OF FIGURES

FIGURE 1.1: WET CHEMICALS AND SPECIALTY CLEANS SHIPMENT FORECAST BY SEGMENT
FIGURE 1.2: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT
FIGURE 1.3: 2023 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 3.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
FIGURE 4.1: WET CHEMICALS AND SPECIALTY CLEANS SHIPMENT FORECAST BY SEGMENT
FIGURE 4.2: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT
FIGURE 4.3: H2SO4 VOLUME FORECAST
FIGURE 4.4: H2SO4 REVENUE FORECAST
FIGURE 4.5: H2O2 VOLUME FORECAST
FIGURE 4.6: H2O2 REVENUE FORECAST
FIGURE 4.7: H3PO4 VOLUME FORECAST
FIGURE 4.8: H3PO4 REVENUE FORECAST
FIGURE 4.9: NH4OH VOLUME FORECAST
FIGURE 4.10: NH4OH REVENUE FORECAST
FIGURE 4.11: IPA VOLUME FORECAST
FIGURE 4.12: IPA REVENUE FORECAST
FIGURE 4.13: HF VOLUME FORECAST
FIGURE 4.14: HF REVENUE FORECAST
FIGURE 4.15: HCL VOLUME FORECAST
FIGURE 4.16: HCL REVENUE FORECAST
FIGURE 4.17: HNO3 VOLUME FORECAST
FIGURE 4.18: HNO3 REVENUE FORECAST
FIGURE 4.19: AL PERR VOLUME FORECAST
FIGURE 4.20: AL PERR REVENUE FORECAST
FIGURE 4.21: CU PERR VOLUME FORECAST
FIGURE 4.22: CU PERR REVENUE FORECAST
FIGURE 4.23: PCMP REVENUE FORECAST
FIGURE 4.24: SELECTIVE ISOTROPIC SIGE ETCH
FIGURE 4.25: CMP PROCESSES IN FEOL, MOL, BEOL
FIGURE 4.26: 4NM METALLIZATION STACK EMPLOYING W, CU, TA, CO
FIGURE 4.27: PHOTORESIST PATTERN COLLAPSE
FIGURE 4.28: 2023 WET CHEMICALS AND SPECIALTY CLEANS REVENUE SHARE ESTIMATE BY REGION
FIGURE 5.1: 2023 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
FIGURE 6.1: MATERIAL DEMAND SEMICONDUCTOR VS. GLOBAL
FIGURE 6.2: ENERGY COST TRENDS (NATURAL GAS AND CRUDE OIL REPORTED BY ST. LOUIS FED 5/2024)
FIGURE 6.3: FLUORSPAR PRICING
FIGURE 6.4: PROPYLENE PRICING

LIST OF TABLES

TABLE 1.1: WET CHEMICALS AND SPECIALTY CLEANS GROWTH OVERVIEW
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)
TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
TABLE 4.1: WET CHEMICALS AND SPECIALTY CLEANS LEADING SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIER INVESTMENTS
TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALSAND SPECIALTY CLEANS SUPPLIER INVESTMENTS, CONTINUED
TABLE 4.4: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS
TABLE 4.5: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS, CONTINUED
TABLE 5.1: 2023 TIER 1 WET CHEMICALS SUPPLIER BREADTH OF OFFERINGS
TABLE 6.1: SUB-TIER SUPPLIERS