Summary
The Silicon Components Report focuses on silicon used for and with semiconductor and LED process equipment. The report includes a parts revenues by OEM tool set, regional shares, and market growth forecasting and fabricator market shares. Future requirements are discussed including a comparison with silicon carbide.
The value chain of silicon equipment parts starts with polysilicon providers that supply to ingot makers. The ingot is then fabricated into parts before being sold to OEMs or Chip makers. This report touches upon each segment of this value chain, with a primary focus on Parts Fabrication.
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Table of Contents
TECHCET-CMR-SiliconParts-CMC-082123LSCY
Table of Contents
1. SCOPE, PURPOSE, METHODOLOGY 10
1.1 SUPPLY CHAIN & VALUE CHAIN OF SILICON PARTS 11
1.2 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 12
2 EXECUTIVE SUMMARY 13
2.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY 14
2.2 OVERVIEW OF THE 2022 SILICON PARTS MARKET 15
2.3 OVERVIEW OF POLYSILICON & SILICON INGOTS 16
2.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY 17
2.5 SILICON PARTS MARKET ASSESSMENT 18
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 19
3.1 SEMICONDUCTOR MATERIALS OVERVIEW 20
3.2 WORLDWIDE ECONOMY 21
3.2.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 23
3.2.2 SEMICONDUCTOR SALES GROWTH 24
3.2.3 TAIWAN MONTHLY SALES TRENDS 25
3.3 UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023 – SLOWER
TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED 26
3.4 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 27
3.4.1 SMARTPHONES 28
3.4.2 PC UNIT SHIPMENTS 29
3.4.3 ELECTRIC VEHICLE (EV) MARKET TRENDS 30
3.4.4 SERVERS / IT MARKET 32
3.5 MATERIALS - WAFER STARTS FORECAST THROUGH 2027 33
3.5.1 TECHCET’S MATERIAL FORECAST 34
4 SILICON PARTS MARKET LANDSCAPE & TRENDS 35
4.1 SI PARTS MARKET SIZE & FORECAST 36
4.2 SILICON - FAB MATERIAL INTRODUCTION & MARKET TREND 37
4.3 SILICON PARTS BY APPLICATION 38
4.4 NON-SEMICONDUCTORAPPLICATIONS SHARING SI
PARTS SUPPLY-CHAIN 39
4.5 TECHNOLOGY TRENDS - SILICON PARTS VS. CVD
SILICON CARBIDE 40
4.6 SUB-TIER /SILICON INGOT COSTS TRENDS 41
4.7 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 42
4.7.1 SILICON FABRICATOR MARKET SHARE BY SUPPLIER, CONTINUED 43
4.8 REGIONAL TRENDS – TRADE & GEOPOLITICS 44
4.9 REGIONAL TRENDS - TRADE & GEOPOLITICS, CONTINUED 45
4.10 REGIONAL TRENDS – PARTS SUPPLIER MARKET DYNAMICS 46
5 CHIP FABS GROWTH & CAPITAL EQUIPMENT SPENDING 48
5.1 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 49
5.1.1 FAB EXPANSION ANNOUNCEMENT SUMMARY 50
5.1.2 WW FAB EXPANSION DRIVING GROWTH 52
5.1.3 FAB EQUIPMENT SPENDING 2019 ~ 2023 53
5.2 EQUIPMENT SPENDING TRENDS 54
5.3 TECHNOLOGY ROADMAPS 55
5.4 FAB INVESTMENT ASSESSMENT 56
5.5 COULD MATERIALS CAPACITY LIMIT CHIP
PRODUCTION SCHEDULES? 57
6 OEM EQUIPMENT MARKET TRENDS 58
6.1 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE 59
6.2 FABRICATION - SILICON PARTS FABRICATORS BY REGION 60
6.3 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT 61
6.4 OEM ACTIVITIES – LAM RESEARCH AND AMAT 62
6.5 OEM ACTIVITY – LAM RESEARCH 63
6.5.1 OEM ACTIVITY – LAM RESEARCH 64
6.6 TOP 3 OEMS – TEL 65
6.7 OEM ACTIVITIES – AMEC 66
6.8 OEM ACTIVITIES – HITACHI HIGH-TECH 67
6.9 OEM INFLUENCE & CONTROL 68
6.10 POLICY & TRADE TRENDS AND IMPACT 69
7 SUPPLIERs OF INTEREST 70
7.1 SILICON PARTS PRODUCTION PERFORMANCE, 71
7.2 SUPPLIERS ACTIVITY - M&A ACTIVITY 72
7.3 SUPPLIERS ACTIVITY - NEW PLANTS/NEW INVESTMENTS 73
7.4 GLOBAL TRENDS - SIFUSION FROM CHINA (FERROTEC) 74
7.5 GLOBAL TRENDS – SPOTLIGHT ON GRITEK 75
7.6 GLOBAL TRENDS – SPOTLIGHT ON MITSUBISHI MATERIALS 76
7.7 NEW SUPPLIER ENTERING THE MARKET: LATTICE MATERIALS 77
7.8 NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC 78
7.9 NEW SUPPLIER ENTERING THE MARKET: API 79
8 SUB-TIER SUPPLY: SILICON INGOT GROWERS 80
8.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS 81
8.1.1 SINO AMERICAN SILICON – SAS 82
8.1.2 THINKON SEMI 83
8.2 CHINA SILICON INGOT MANUFACTURER – THINKON SEMI UPDATE 84
9 POLYSILICON 85
9.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON 86
9.2 RAW MATERIAL SOURCE AND STATUS - POLYSILICON DEMAND 87
9.3 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS 88
9.4 POLYSILICON - RAW MATERIAL HISTORICAL PRICES 2023 89
9.5 RAW MATERIAL SOURCE AND STATUS - POLYSILICON, ASSESSMENT 90
9.6 BASE MATERIAL – SILICON SUPPLIERS USING POLYSILICON 91
10 SUB-TIER MATERIAL SUPPLY CHAIN 92
10.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS 93
10.2 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS, CONTINUED 94
10.3 OTHER INDUSTRIAL USES 95
10.4 SILICON PARTS PRODUCTION LOCATION - ANALYSIS 96
11 TECHCET ANALYST ASSESSMENT 97
11.1 TECHCET ANALYST ASSESSMENT 98
11.2 TECHCET ANALYST ASSESSMENT, CONTINUED 99
11.3 TECHCET ANALYST ASSESSMENT, CONTINUED 100
11.4 MATERIALS MARKET LANDSCAPE TRENDS 101
12 SUPPLIER PROFILES 102
Addison Engineering
Alliance Precision/API
Applied Ceramics
BCnC Co., Ltd.
Bullen Ultrasonics
…and 20+ more
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List of Tables/Graphs
FIGURES
FIGURE 1: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD) 15
FIGURE 2: SILICON INGOT 16
FIGURE 3: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022) 23
FIGURE 4: WORLDWIDE SEMICONDUCTOR SALES 24
FIGURE 5: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)* 25
FIGURE 6: 2023 SEMICONDUCTOR REVENUE OUTLOOK 26
FIGURE 7: 2022 SEMICONDUCTOR CHIP APPLICATIONS 27
FIGURE 8: MOBILE PHONE SHIPMENTS WW ESTIMATES 28
FIGURE 9: WORLDWIDE PC AND TABLET FORECAST 29
FIGURE 10: ELECTRIFICATION TREND BY WORLD REGION 30
FIGURE 11: SEMICONDUCTOR AUTOMOTIVE PRODUCTION 31
FIGURE 12: TECHCET WAFER START FORECAST BY NODE SEGMENTS** 33
FIGURE 13: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK 34
FIGURE 14: SILICON PARTS FROM SILFEX 35
FIGURE 15: 2022 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD) 36
FIGURE 16: 2021 SILICON PARTS BY WAFER SIZE 38
FIGURE 17: 2022 SILICON PARTS BY WAFER SIZE 38
FIGURE 18: 2023 AR/VR SHIPMENT (1,000 UNITS) 39
FIGURE 19: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 42
FIGURE 20: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE 48
FIGURE 21: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B 49
FIGURE 22: CHIP EXPANSIONS 2022-2027 US $473.6B 50
FIGURE 23: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 52
FIGURE 24: FAB EQUIPMENT SPENDING 53
FIGURE 25: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B) 54
FIGURE 26: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP 55
FIGURE 27: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING 56
FIGURE 28: EUROPE CHIP EXPANSION UPSIDE 57
FIGURE 29: 2022 ETCH EQUIPMENT MARKET SHARE 59
FIGURE 30: 2022 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE 60
FIGURE 31: 2022 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD) 62
FIGURE 32: LAM RESEARCH FACILITIES 63
FIGURE 33: SK ENPULSE’S PLANTS IN KOREA 72
FIGURE 34: SIFUSION FERROTEC LOCATION IN CHINA 73
FIGURE 35: SIFUSION HANGZHOU FACTORY 74
FIGURE 36: GRITEK MANUFACTURING LOCATION INSIDE 75
FIGURE 37: MITSUBISHI MATERIALS SANDA PLANT 76
FIGURE 38: SYC HEADQUARTER IN SHANGHAI 78
FIGURE 39: OPERATION CEREMONY OF API IN 2019 79
FIGURE 40: SAS 82
FIGURE 41: THINKONSEMI HQ IN JINZHOU, CHINA 83
FIGURE 42: THINKONSEMI 550MM SILICON WAFER (2020) 84
FIGURE 43: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS 87
FIGURE 44: 2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG) 89
FIGURE 45: 2014-2023 AVERAGE POLYSILICON SPOT MARKET PRICE ($/KG) 90
FIGURE 46: YOY POLYSILICON (KG) CONSUMPTION ESTIMATES 91
FIGURE 47: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS 95
FIGURE 48: US EXCHANGE RATE TRENDS 1/2020 TO 8/2022
(EU, TWD, RMB, KRW, JPY) 96
TABLES
TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES* 21
TABLE 2: IMF ECONOMIC OUTLOOK* 22
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022 32
TABLE 4: 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 43
TABLE 5: 2022 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION 61
TABLE 6: TEL REVENUES BY END USER 65
TABLE 7: LEADING SILICON PARTS FABRICATION REVENUES 71
TABLE 8: SI PARTS SUPPLIERS THAT SELL SILICON INGOT FOR SILICON PARTS FABRICATION 81
TABLE 9: SEMICONDUCTOR – GRADE POLYSILICON SUPPLIERS 88
TABLE 10: SILICON MATERIAL AND PARTS FABRICATOR LISTING 101
Press Release
Silicon Fabricated Parts Market Forecasting High Growth
August 22, 2023
Increased layer technology and OLED growth driving demand for silicon parts
San Diego, CA, August 22, 2023: TECHCET — the electronic materials advisory firm providing business and technology information on semiconductor supply chains — is forecasting revenues for Silicon Fabricated Parts to decrease by 5% in 2023, reaching a total of US$856 million. This slowdown is due to overall downtrends within the semiconductor industry, alongside lower numbers of wafer starts. TECHCET is forecasting a sharp rebound of near 11% for the Silicon Parts market in 2024, as explained in the newly released Silicon Parts Critical Materials Report(TM).
Silicon parts purchases from OEMs for new etch and deposition tools grew in 2022 to make up about 50% of all sales. This increase in OEM purchases was due to higher demand for equipment. OEM tool sales are expected to ease over the next 2 years as demand from chip fabs for spare parts increases.
Over the past decade, global polysilicon production capacity has ramped significantly, from 30,000 or so metric tons in the 2000s, to almost 700,000 metric tons currently. However, demand for silicon parts continues to grow steadily, requiring even more additional capacity needs. Beyond 2023, supply tightness for silicon parts is currently expected as etch and deposition steps increase for 3DNAND and leading-edge logic devices. Additionally, strong growth in the OLED market may cause supply chain problems for silicon parts equipment. Semiconductor equipment companies may consider buying parts in advance to alleviate future supply chain bottlenecks.
Higher pricing and lead time issues may also occur without silicon parts capacity increasing. As long-term purchase agreements expire, the price of raw materials has gone up for major suppliers. Additionally, inflation, logistics, and labor shortages will all play a role in the silicon parts segment going forward.
For more details on the Semiconductor Silicon Parts market & supply chains, including profiles on companies such as FerroTec, Coorstek, Tosoh, Mitsubishi Materials, Sungrim, HANA Materials, and more, go to
