O型環市場:2024-2025
市場調查報告書
商品編碼
1567381

O型環市場:2024-2025

O-Ring Market Report 2024-2025

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

O型環是半導體產業中最常用的密封類型,與用於製造尖端和成熟半導體裝置的其他組件、設備和化學品一樣,O型環是且面臨著需求驅動因素。儘管O型環中使用了多種彈性體材料,但氟彈性體(FKM 和FFKM)因其在極端溫度下的卓越性能以及對各種化學品的耐降解性而成為半導體應用中的首選,成為事實上的標準。

本報告調查了O型環市場,重點關注半導體用全氟彈性體O型環市場。它還總結了選擇全氟彈性體相對於傳統彈性體O型環的技術要求、市場規模和預測、競爭格局等。

目錄

第1章 執行摘要

第2章 研究範圍與方法

第3章 半導體產業市場趨勢

  • 2024年經濟展望:軟著陸、復甦乏力
  • 世界經濟與展望
  • 裸矽片出貨量預測
  • 成品晶圓出貨趨勢
  • WSTS月度銷售趨勢
  • 2024年產業展望
  • 2024年開始:巨額投資晶片擴張
  • FAB 擴充的優點
  • 資本投資趨勢

第4章O型環技術要求

  • 半導體密封件
  • O型環性能要求
  • O型環材料
  • 為什麼選擇氟橡膠?
  • PFAS-禁忌話題
  • 半導體FFKM的應用
  • FFKM 製造特性摘要

第5章O型環市場規模及預測

  • 複雜的市場
  • 全氟彈性體成本
  • FFKM 市場
  • FFKMO型環的非 PFAS 替代品
  • 按供應商劃分的非 PFAS 和 PFAS 產品
  • FFKM 研究、開發與替代方案

第6章 競爭態勢

  • 供應商規範
  • FFKM 供應鏈地圖
  • 半導體全氟橡膠主要供應商

第7章 分析師評價

  • 分析師評估 - 技術要求
  • 分析師評等 - O型環市場
  • 分析師評估 - 競爭格局

第8章 供應商簡介

  • 3M
  • AGC
  • APPLIED SEALS (TAIWAN)
  • ASNA (APPLIED SEALS NORTH AMERICA)
  • BASF
  • 超過20家其他公司
簡介目錄

O-rings are the most common type of seal used in the semiconductor industry and face the same quality and demand drivers as other components, equipment, and chemicals used in the manufacture of leading-edge and mature semiconductor devices. Although multiple elastomeric materials are used in o-ring service, fluoroelastomers (both FKM and FFKM) are becoming the de facto standard in semiconductor applications due to their excellent performance in extreme temperatures and resistance to degradation by a wide range of chemicals. This report focuses on the semiconductor perfluoroelastomer o-ring market. It will cover several aspects of this market:

  • Technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings
  • Market size and forecast
  • Competitive landscape

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

2 SCOPE AND METHODOLOGY

  • 2.1 SCOPE
  • 2.2 PURPOSE
  • 2.3 METHODOLOGY

3 SEMICONDUCTOR INDUSTRY MARKET TRENDS

  • 3.1 2024 ECONOMIC OUTLOOK: SOFT LANDING, ANEMIC RECOVERY
  • 3.2 WORLDWIDE ECONOMY AND OUTLOOK
  • 3.3 BARE SILICON WAFER SHIPMENT FORECAST
  • 3.4 FINISHED WAFER SHIPMENT TRENDS
  • 3.5 WSTS MONTHLY SALES TRENDS
  • 3.6 2024 INDUSTRY OUTLOOK
  • 3.7 2024 IS THE START: HUGE INVESTMENT IN CHIP EXPANSIONS
  • 3.8 THE UPSIDE WITH FAB EXPNSIONS
  • 3.9 EQUIPMENT SPENDING TRENDS

4 O-RING TECHNICAL REQUIREMENTS

  • 4.1 SEMICONDUCTOR SEALS
  • 4.2 O-RING PERFORMANCE REQUIREMENTS
  • 4.3 O-RING MATERIALS
  • 4.4 WHY FLUOROELASTOMERS
    • 4.4.1 THE CASE FOR FLUOROELASTOMERS - OUTGASSING
    • 4.4.2 THE CASE FOR FLUOROELASTOMERS - HF
    • 4.4.3 THE CASE FOR PERFLUOROELASTOMERS - SOLVENTS
    • 4.4.4 THE CASE FOR PERFLUOROELASTOMERS - PLASMA
    • 4.4.5 THE CASE FOR PERFLUOROELASTOMERS - TEMPERATURE
    • 4.4.6 THE CASE FOR PERFLUOROELASTOMERS - PURITY
  • 4.5 PFAS - THE ELEPHANT IN THE ROOM
    • 4.5.1 THE PROBLEM WITH PFAS
    • 4.5.2 STATUS OF PFAS AVAILABILITY
    • 4.5.3 REPLACING PFAS IS DIFFICULT
    • 4.5.4 FUTURE OUTLOOK FOR PFAS
  • 4.6 SEMICONDUCTOR FFKM APPLICATIONS
    • 4.6.1 FFKM APPLICATIONS - CVD
    • 4.6.2 FFKM APPLICATIONS - ETCH CHAMBER
    • 4.6.3 FFKM APPLICATIONS - ALD CHAMBER
  • 4.7 SUMMARY OF FFKM MANUFACTURING CHARACTERISTICS

5 O-RING MARKET SIZE AND FORECAST

  • 5.1 A COMPLICATED MARKET
  • 5.2 PERFLUOROELASTOMER COST
  • 5.3 FFKM MARKET
    • 5.3.1 FFKM MARKET BY APPLICATION - CVD SEALS
    • 5.3.2 FFKM MARKET BY APPLICATION - ETCH SEALS
    • 5.3.3 FFKM MARKET BY APPLICATION - ALD SEALS
    • 5.3.4 FFKM MARKET BY APPLICATION - DRY STRIP SEALS
    • 5.3.5 FFKM MARKET BY APPLICATION - RTP SEALS
  • 5.4 NON-PFAS ALTERNATIVES TO FFKM O-RINGS
  • 5.5 NON-PFAS & PFAS PRODUCTS BY SUPPLIER
  • 5.6 R&D AND ALTERNATIVES TO FFKM

6 COMPETITIVE LANDSCAPE

  • 6.1 SUPPLIER DESIGNATIONS
  • 6.2 FFKM SUPPLY CHAIN MAP
    • 6.2.1 FFKM MARKET LANDSCAPE - TIER 2
    • 6.2.2 FFKM MARKET LANDSCAPE - TIER 1
  • 6.3 MAJOR SEMICONDUCTOR PERFLUOROELASTOMER SUPPLIERS
    • 6.3.1 ADDITIONAL PERFLUOROELASTOMER SUPPLIERS

7 ANALYST ASSESSMENT

  • 7.1 ANALYST ASSESSMENT - TECHNICAL REQUIREMENTS
  • 7.2 ANALYST ASSESSMENT - O-RING MARKET
  • 7.3 ANALYST ASSESSMENT - COMPETITIVE LANDSCAPE

8 SUPPLIER PROFILES

  • 3M
  • AGC
  • APPLIED SEALS (TAIWAN)
  • ASNA (APPLIED SEALS NORTH AMERICA)
  • BASF
  • ...AND 20+ MORE

FIGURES

  • FIGURE 1.1: FFKM MARKET FORECAST
  • FIGURE 3.1: GLOBAL GDP GROWTH
  • FIGURE 3.2: SEMICONDUCTOR REVENUE FORECAST
  • FIGURE 3.3: SILICON WAFER SHIPMENT FORECAST BY DIAMETER
  • FIGURE 3.4: FINISHED WAFER SHIPMENTS BY DEVICE TYPE
  • FIGURE 3.5: SEMICONDUCTOR REVENUE MONTHLY FORECAST
  • FIGURE 3.6: ESTIMATED GLOBAL FAB SPENDING 2022-2027
  • FIGURE 3.7: TOP 6 CHIP MANUFACTURERS CAPITAL SPENDING FORECAST
  • FIGURE 3.8: GLOBAL EQUPMENT SPENDING FORECAST
  • FIGURE 4.1: CHANGE IN WEIGHT OF EPDM O-RING AFTER EXPOSURE TO CONCENTRATED HYDROFLUORIC ACID
  • FIGURE 4.2: CHANGE IN THE WEIGHT OF FKM O-RING AFTER EXPOSURE TO A PHOTORESIST ORGANIC SOLVENT
  • FIGURE 4.3: WEIGHT CHANGE OF VARIOUS O-RINGS AFTER F-RADICAL EXPOSURE
  • FIGURE 4.4: COMPARING APPEARANCE AND WEIGHT BEFORE AND AFTER F-RADICAL EXPOSURE
  • FIGURE 4.5: ELASTOMER OPERATING TEMPERATURE RANGE
  • FIGURE 4.6: COMPARISON OF METAL LEACHATE FROM EPDM AND FKM O-RINGS WHEN IMMERSED IN DIW
  • FIGURE 4.7: PFAS-CONTAINING PRODUCTS
  • FIGURE 4.8: PFAS VILLAGE IN CHANGSHU, CHINA
  • FIGURE 4.9: POSITIVE ATTRIBUTES OF FFKM
  • FIGURE 4.10: TYPICAL CVD CHAMBER
  • FIGURE 4.11: TYPICAL ETCH CHAMBER
  • FIGURE 4.12: TYPICAL ALD CHAMBER
  • FIGURE 5.1: FKM/FFKM FINISHED GOOD PRICING
  • FIGURE 5.2: FFKM MARKET FORECAST
  • FIGURE 5.3: CVD SEALS REVENUE FORECAST ESTIMATES
  • FIGURE 5.4: ETCH SEAL REVENUE FORECAST ESTIMATES
  • FIGURE 5.5: ALD SEALS REVENUES FORECAST ESTIMATES
  • FIGURE 5.6: DRY STRIP SEALS REVENUES FORECAST ESTIMATES
  • FIGURE 5.7: RTP SEALS REVENUES FORECAST ESTIMATES
  • FIGURE 5.8: EUV LITHOGRAPHY OPTICS AND BEAM PATHWAY
  • FIGURE 6.1: GENERAL SEMICONDUCTOR MATERIAL SUPPLIER DESIGNATIONS
  • FIGURE 7.1: FFKM O-RING MARKET SEGMENT REVENUES FORECAST ESTIMATES

TABLES

  • TABLE 4.1: ELASTOMER PROPERTY COMPARISON
  • TABLE 4.2: THE RESULTS OF O-RING IMMERSION IN CONCENTRATED HYDROFLUORIC ACID, TYPICALLY USED IN WET CHEMICALS
  • TABLE 4.3: MEASUREMENTS OF WEIGHT AT VARIOUS TIME INTERVALS AND PHYSICAL APPEARANCE OF THREE O-RINGS IMMERSED IN AN ORGANIC SOLVENT
  • TABLE 5.1: SUPPLIERS OF NON-PFAS AND PFAS O-RINGS
  • TABLE 6.1: FFKM SUPPLY CHAIN MAP
  • TABLE 6.2: MAJOR SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS
  • TABLE 6.3: ADDITIONAL SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS