陶瓷/SiC市場:2024年～2025年(Critical Materials Report)

Ceramics / SiC Market Report 2024-2025 (Critical Materials Report)

出版日期: 2024年10月10日 | 出版商:

TECHCET | 英文 | 商品交期: 最快1-2個工作天內

價格

簡介目錄

本報告調查了陶瓷/SiC 市場，並探討了用於製造半導體製程設備中使用的組件和組件的技術陶瓷材料市場，包括 SiC/CVD SiC、AlN、Al2O3、Y2O3 和 BN。 SiC 經常用於需要高溫或特定熱封裝的 OEM 的載體（船、氣體注射器、工廠器具）和組件，而傳統的 Al2O3 和 AlN 陶瓷通常用於低溫/蝕刻。使用這些零件的機器/工具製造商稱為 OEM（原始設備製造商）。在這裡，我們只關注半導體製造中使用的陶瓷。

資訊圖表

陶瓷市場趨勢 - 概述
陶瓷細分市場五年收入預測
氮化鋁 (ALN) 細分市場
AL2O3+其他成分細分市場
HPA AL2O3
SIC（所有和 CVD）元件細分市場
按地區劃分的陶瓷產量
擴大陶瓷產能
陶瓷供需平衡 - 概述
價格趨勢
技術趨勢/技術推廣因素 - 概述
主要供應商的陶瓷產能 - 包括靜電吸盤
陶瓷技術的趨勢
區域考慮因素
EHS 和貿易/物流問題
分析師對陶瓷市場趨勢的評估

第5章供應端市場形勢

陶瓷市場佔有率
M&A活動和夥伴關係
工廠封閉
新加入企業
陶瓷供應商的評估

第6章次級供應鏈，陶瓷

次級供應鏈：供應商與市場概述
次級供應鏈：氧化鋁 (AL2O3) - 礦石和粉末
次級供應鏈：碳化矽 (SIC) - 礦石和粉末
次級供應鏈：空白
次級供應鏈併購或合作活動
次級供應鏈中的 EHS 與物流問題
次級供應鏈工廠的最新訊息
關閉次級供應鏈中的工廠
Subtier 供應鏈 TECHCET 分析師評估

第7章簡介

3M COMPANY
AGC INC.
APPLIED CERAMICS, INC.
ASUZAC INC., FINE CERAMICS DIVISION
CARBORUNDUM UNIVERSAL LTD (CUMI)
其他30公司以上

第8章附錄

原料生產詳細內容
氧化鋁生產
原料製造流程- 氮化鋁及氮化硼
氮化鋁製造流程

簡介目錄

This report is focused on technical ceramic materials market and supply-chain which includes SiC/ CVD SiC, AlN, Al2O3, Y2O3, and BN used in the production of components and assemblies for use in semiconductor process equipment. SiC is frequently used for both carriers (boats, gas injectors, and fabware) and components for OEMs where high temperature or specific thermal packages are required, while traditional Al2O3 and AlN ceramics are normally used for lower temperature / etch applications. The machines/tools manufacturers that use these components are referred to as OEMs (Original Equipment Manufacturers). This report targets ceramics used in the manufacture of semiconductors, only.

INFOGRAPHICS

1 EXECUTIVE SUMMARY

1.1 CERAMICS BUSINESS - MARKET OVERVIEW
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
1.3 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT
1.4 CERAMICS SEGMENT TRENDS
1.5 CERAMICS TECHNOLOGY TRENDS
1.6 COMPETITIVE LANDSCAPE
1.7 TOP-4 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
1.9 ANALYST ASSESSMENT OF CERAMICS

2 SCOPE, PURPOSE, AND METHODOLOGY

2.1 SCOPE
2.2 PURPOSE & METHODOLOGY
2.3 OVERVIEW OF OTHER TECHCET CMRTM OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY 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 CERAMICS MARKET TRENDS

4.1 CERAMICS MARKET TRENDS - OUTLINE
- 4.1.1 2023 CERAMICS MARKET LEADING INTO 2024
- 4.1.2 CERAMICS LANDSCAPE
- 4.1.3 CERAMICS MARKET OUTLOOK
4.2 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT
- 4.2.1 CERAMICS PRODUCTION CAPACITY OF TOP SUPPLIERS - (NO ELECTROSTATIC CHUCKS)
4.3 ALUMINUM NITRIDE (ALN) MARKET SEGMENT
4.4 AL2O3 + OTHER COMPONENTS MARKET SEGMENT
- 4.4.1 AL2O3 + OTHER COMPONENTS MARKET SEGMENT, CONTINUED
4.5 HPA AL2O3
4.6 SIC (ALL AND CVD) COMPONENTS MARKET SEGMENT
- 4.6.1 SIC (ALL AND CVD) COMPONENTS MARKET SEGMENT, CONTINUED
- 4.6.2 CVD-SIC COMPONENTS- 5-YEAR FORECAST
- 4.6.3 CVD-SIC COST COMPONENTS MARKET SHARES
- 4.6.4 CVD-SIC COST CONSIDERATIONS AND ALTERNATIVES
4.7 CERAMICS PRODUCTION BY REGION
4.8 CERAMICS PRODUCTION CAPACITY EXPANSIONS
- 4.8.1 CAPACITY EXPANSIONS & INVESTMENT ANNOUNCEMENTS
- 4.8.2 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
4.9 CERAMICS SUPPLY VS. DEMAND BALANCE - OVERVIEW
4.10 PRICING TRENDS
4.11 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
- 4.11.1 CERAMICS GENERAL TECHNOLOGY OVERVIEW
4.12 CERAMICS PRODUCTION CAPACITY OF TOP SUPPLIERS - INCLUDES ELECTROSTATIC CHUCKS
- 4.12.1 GENERAL TECHNOLOGY OVERVIEW - ELECTROSTATIC CHUCKS
- 4.12.2 CERAMICS GENERAL TECHNOLOGY OVERVIEW - ELECTROSTATIC CHUCKS
- 4.12.3 ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST
4.13 CERAMICS TECHNOLOGY TRENDS
- 4.13.1 CERAMICS TECHNOLOGY TRENDS, CONTINUED
4.14 REGIONAL CONSIDERATIONS
- 4.14.1 REGIONAL CONSIDERATIONS - FABRICATORS' REVENUES BY COUNTRY
- 4.14.2 REGIONAL ASPECTS AND DRIVERS
4.15 EHS AND TRADE/LOGISTIC ISSUES
- 4.15.1 EHS AND TRADE/LOGISTIC ISSUES- TRANSPORTATION
- 4.15.2 EHS ISSUES - ENVIRONMENTAL IMPACT
- 4.15.3 TRADE/LOGISTICS ISSUES- SUMMARY
4.16 ANALYST ASSESSMENT OF CERAMICS MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

5.1 CERAMICS MARKET SHARE
- 5.1.1 CERAMICS FABRICATORS OFFERINGS
- 5.1.2 TOP-4 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
- 5.1.3 ACTIVITY - NGK INSULATORS
- 5.1.4 ACTIVITY - COORSTEK
- 5.1.5 ACTIVITY - KYOCERA
- 5.1.6 ACTIVITY - AGC (ASAHI GLASS)
- 5.1.7 ACTIVITY - MARUWA
- 5.1.8 ACTIVITY - FERROTEC
5.2 M&A ACTIVITY AND PARTNERSHIPS
5.3 PLANT CLOSURES
5.4 NEW ENTRANTS
5.5 TECHCET ANALYST ASSESSMENT OF CERAMICS SUPPLIERS

6 SUB-TIER SUPPLY-CHAIN, CERAMICS

6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
6.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) - ORES AND POWDERS
- 6.2.1 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) PROCESSING BY REGION
- 6.2.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) BY SUPPLIER
- 6.2.3 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) - SUPPLIER PRODUCTS AND GRADES
6.3 SUB-TIER SUPPLY CHAIN: SILICON CARBIDE (SIC) - ORES AND POWDERS
6.4 SUB-TIER SUPPLY CHAIN: BLANKS
6.5 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY
6.6 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
6.7 SUB-TIER SUPPLY-CHAIN PLANT UPDATES
6.8 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 PROFILES

3M COMPANY
AGC INC.
APPLIED CERAMICS, INC.
ASUZAC INC., FINE CERAMICS DIVISION
CARBORUNDUM UNIVERSAL LTD (CUMI)
...AND 30+ MORE

8 APPENDIX

8.1 RAW MATERIAL PRODUCTION DETAILS
8.2 ALUMINA PRODUCTION
8.3 RAW MATERIAL PRODUCTION PROCESSES - ALUMINIUM NITRIDE AND BORON NITRIDE
8.4 ALUMINUM NITRIDE PRODUCTION PROCESS

FIGURES

FIGURE 1.1: CERAMICS REVENUE FORECAST BY SEGMENT
FIGURE 1.2: CERAMICS MARKET SHARE % BY SUPPLIER
FIGURE 1.3: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES
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 (TTSII) IN 000'S OF NTD
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES
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 BYNODE SEGMENTS
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST
FIGURE 4.1: TECHCET WAFER START FORECAST BY NODE SEGMENTS
FIGURE 4.2: CERAMICS REVENUE FORECAST BY SEGMENT
FIGURE 4.3: CERAMICS MARKET SHARE % BY SUPPLIER
FIGURE 4.4: ALUMINUM NITRIDE (ALN) COMPONENTS FORECAST
FIGURE 4.5: ALUMINUM NITRIDE (ALN) PARTS MARKET SHARE ESTIMATE
FIGURE 4.6: AL2O3 & ALL OTHER COMPONENTS FORECAST
FIGURE 4.7: AL2O3 & ALL OTHER PARTS MARKET SHARE ESTIMATE
FIGURE 4.8: 99.8% AND HPA (99.99) ALUMINA COMPONENTS FORECAST
FIGURE 4.9: SIC (ALL INCLUDING CVD) COMPONENTS FORECAST
FIGURE 4.10: SIC (ALL INCLUDING CVD) PARTS MARKET SHARE ESTIMATE
FIGURE 4.11: CVD-SIC COMPONENTS FORECAST
FIGURE 4.12: CVD-SIC PARTS MARKET SHARE ESTIMATE
FIGURE 4.13: CVD-SIC PARTS RELATIVE PRICING
FIGURE 4.14: CERAMICS BY REGION (CORP HEADQUARTERS)
FIGURE 4.15: CERAMICS SUPPLY CHAIN AND APPLICATION
FIGURE 4.16: EXAMPLES OF CERAMICS USED FOR THERMAL PROCESSES
FIGURE 4.17: EXAMPLES OF CERAMICS USED FOR DRY ETCHING
FIGURE 4.18: EXAMPLE OF CERAMICS USED FOR CVD & EPI
FIGURE 4.19: CERAMICS MARKET SHARE % BY SUPPLIER WITH ECHUCKS
FIGURE 4.20: OVERVIEW OF ELECTROSTATIC CHUCK TECHNOLOGIES
FIGURE 4.21: ELECTROSTATIC CHUCK MARKET SHARE
FIGURE 4.22: ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST
FIGURE 4.23: 2023 CERAMICS REVENUE SHARE BY REGION
FIGURE 4.24: 2023/2022 CHANGE IN REVENUES FOR SPECIFIC CERAMICS FABRICATORS BY HEADQUARTER COUNTRY BY REGION
FIGURE 4.25: GLOBAL CONTAINER FREIGHT RATE INDEX
FIGURE 4.26: ASSESSED CONTROL OF TERRAIN AROUND DONETSK
FIGURE 4.27: YEMEN'S HOUTHI ATTACKS DISRUPTING GLOBAL SHIPPING
FIGURE 4.28: MIDDLE EAST CONFLICT
FIGURE 4.29: PANAMA CANAL SHIPPING
FIGURE 4.30: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES
FIGURE 4.31: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES
FIGURE 5.1: 2023 CERAMICS SUPPLIER MARKET SHARE BY REVENUE
FIGURE 5.2: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES
FIGURE 5.3: MARUWA CURRENT QUARTER FINANCIALS
FIGURE 6.1: 2023 ALUMINA ORES AND POWDERS BY REGION
FIGURE 6.2: 2023 ALUMINA PRODUCTION BY REGION
FIGURE 6.3: SPECIALTY ALUMINA POWDER BY SUPPLIER

TABLES

TABLE 1.1: ELECTRONIC CERAMICS GROWTH OVERVIEW
TABLE 1.2: ESTIMATED MARKET SHARE BY SUPPLIER
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
TABLE 4.1: ESTIMATED MARKET SHARE BY SUPPLIER
TABLE 4.2: CERAMICS SUPPLIER LOCATIONS
TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 CERAMIC SUPPLIER INVESTMENTS
TABLE 4.4: ESTIMATED CERAMICS SHARE BY SUPPLIER
TABLE 4.5: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS
TABLE 4.6: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS , CONTINUED
TABLE 5.1: 2023 CERAMICS OFFERINGS BY MATERIAL
TABLE 5.2: NGK INSULATORS CURRENT QUARTER FINANCIALS
TABLE 5.3: #2 KYOCERA CURRENT QUARTER FINANCIALS
TABLE 5.4: AGC CURRENT QUARTER FINANCIALS
TABLE 5.5: FERROTEC FINANCIALS, SEMI
TABLE 5.6: FERROTEC CURRENT QUARTER FINANCIALS
TABLE 6.1: PRODUCT OFFERINGS AND PURITY OF LEADING ALUMINA POWDER PRODUCERS
TABLE 6.2: HIGH PURITY SILICON CARBIDE POWDER PRODUCERS RANKING
TABLE 6.3: RANKING OF CERAMIC BLANK MANUFACTURERS
TABLE 8.1: HIGH PURITY ALUMINA NITRIDE POWDER PRODUCERS RANKING