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陶瓷/SiC市場:2024年～2025年(Critical Materials Report)
市場調查報告書
商品編碼
1567377

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: | 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

目錄

第1章 摘要整理

第2章 調查範圍，目的，手法

第3章 半導體產業市場現況與展望

  • 全球經濟與整個產業的展望
  • 以電子產品細分市場劃分的晶片銷售額
  • 半導體製造業的成長與擴張
  • 政策和貿易趨勢及影響
  • 半導體材料概述

第4章 陶瓷市場趨勢

  • 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

TABLE OF CONTENTS

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