Summary

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

TECHCET’s Special Report on O-Rings focuses on the semiconductor perfluoroelastomer o-ring market. It will covers technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings​, market size and forecast​, and competitive landscape.

Who will benefit from this report? Chip fabricators, O-Ring makers, investors, and policymakers.

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Table of Contents

2024-2025  O-RINGS MARKET REPORT
SUPPLY-CHAIN and MARKET ANALYSIS ASPECIAL EDITION REPORT

Table of Contents

1 EXECUTIVE SUMMARY 8
2 SCOPE AND METHODOLOGY 10

2.1 SCOPE 11
2.2 PURPOSE 12
2.3 METHODOLOGY 13

3 SEMICONDUCTOR INDUSTRY MARKET TRENDS 14

3.1 2024 ECONOMIC OUTLOOK: SOFT LANDING, ANEMIC RECOVERY 15
3.2 WORLDWIDE ECONOMY AND OUTLOOK 16
3.3 BARE SILICON WAFER SHIPMENT FORECAST 17
3.4 FINISHED WAFER SHIPMENT TRENDS 18
3.5 WSTS MONTHLY SALES TRENDS 19
3.6 2024 INDUSTRY OUTLOOK 20
3.7 2024 IS THE START: HUGE INVESTMENT IN CHIP EXPANSIONS 21
3.8 THE UPSIDE WITH FAB EXPNSIONS 22
3.9 EQUIPMENT SPENDING TRENDS 23

4 O-RING TECHNICAL REQUIREMENTS 24

4.1 SEMICONDUCTOR SEALS 25
4.2 O-RING PERFORMANCE REQUIREMENTS 26
4.3 O-RING MATERIALS 27
4.4 WHY FLUOROELASTOMERS 29
4.4.1 THE CASE FOR FLUOROELASTOMERS – OUTGASSING 30
4.4.2 THE CASE FOR FLUOROELASTOMERS – HF 31
4.4.3 THE CASE FOR PERFLUOROELASTOMERS – SOLVENTS 32
4.4.4 THE CASE FOR PERFLUOROELASTOMERS – PLASMA 33
4.4.5 THE CASE FOR PERFLUOROELASTOMERS – TEMPERATURE 34
4.4.6 THE CASE FOR PERFLUOROELASTOMERS – PURITY 35
4.5 PFAS – THE ELEPHANT IN THE ROOM 36
4.5.1 THE PROBLEM WITH PFAS 37
4.5.2 STATUS OF PFAS AVAILABILITY 38
4.5.3 REPLACING PFAS IS DIFFICULT 39
4.5.4 FUTURE OUTLOOK FOR PFAS 40
4.6 SEMICONDUCTOR FFKM APPLICATIONS 41
4.6.1 FFKM APPLICATIONS – CVD 42
4.6.2 FFKM APPLICATIONS - ETCH CHAMBER 43
4.6.3 FFKM APPLICATIONS - ALD CHAMBER 44
4.7 SUMMARY OF FFKM MANUFACTURING CHARACTERISTICS 45

5 O-RING MARKET SIZE AND FORECAST 46

5.1 A COMPLICATED MARKET 47
5.2 PERFLUOROELASTOMER COST 48
5.3 FFKM MARKET 49
5.3.1 FFKM MARKET BY APPLICATION - CVD SEALS 50
5.3.2 FFKM MARKET BY APPLICATION - ETCH SEALS 51
5.3.3 FFKM MARKET BY APPLICATION - ALD SEALS 52
5.3.4 FFKM MARKET BY APPLICATION – DRY STRIP SEALS 53
5.3.5 FFKM MARKET BY APPLICATION – RTP SEALS 54
5.4 NON-PFAS ALTERNATIVES TO FFKM O-RINGS 55
5.5 NON-PFAS and PFAS PRODUCTS BY SUPPLIER 56
5.6 RandD AND ALTERNATIVES TO FFKM 57

6 COMPETITIVE LANDSCAPE 58

6.1 SUPPLIER DESIGNATIONS 59
6.2 FFKM SUPPLY CHAIN MAP 60
6.2.1 FFKM MARKET LANDSCAPE – TIER 2 61
6.2.2 FFKM MARKET LANDSCAPE – TIER 1 62
6.3 MAJOR SEMICONDUCTOR PERFLUOROELASTOMER SUPPLIERS 63
6.3.1 ADDITIONAL PERFLUOROELASTOMER SUPPLIERS 64
7 ANALYST ASSESSMENT 65
7.1 ANALYST ASSESSMENT – TECHNICAL REQUIREMENTS 66
7.2 ANALYST ASSESSMENT – O-RING MARKET 67
7.3 ANALYST ASSESSMENT – COMPETITIVE LANDSCAPE 68

8 SUPPLIER PROFILES 69

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

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List of Tables/Graphs

FIGURES

FIGURE 1.1: FFKM MARKET FORECAST 9
FIGURE 3.1: GLOBAL GDP GROWTH 15
FIGURE 3.2: SEMICONDUCTOR REVENUE FORECAST 16
FIGURE 3.3: SILICON WAFER SHIPMENT FORECAST BY DIAMETER 17
FIGURE 3.4: FINISHED WAFER SHIPMENTS BY DEVICE TYPE 18
FIGURE 3.5: SEMICONDUCTOR REVENUE MONTHLY FORECAST 19
FIGURE 3.6: ESTIMATED GLOBAL FAB SPENDING 2022-2027 21
FIGURE 3.7: TOP 6 CHIP MANUFACTURERS CAPITAL SPENDING FORECAST 22
FIGURE 3.8: GLOBAL EQUPMENT SPENDING FORECAST 23
FIGURE 4.1: CHANGE IN WEIGHT OF EPDM O-RING AFTER EXPOSURE TO CONCENTRATED HYDROFLUORIC ACID 31
FIGURE 4.2: CHANGE IN THE WEIGHT OF FKM O-RING AFTER EXPOSURE TO A PHOTORESIST ORGANIC SOLVENT 32
FIGURE 4.3: WEIGHT CHANGE OF VARIOUS O-RINGS AFTER F-RADICAL EXPOSURE 33
FIGURE 4.4: COMPARING APPEARANCE AND WEIGHT BEFORE AND AFTER F-RADICAL EXPOSURE 33
FIGURE 4.5: ELASTOMER OPERATING TEMPERATURE RANGE 34
FIGURE 4.6: COMPARISON OF METAL LEACHATE FROM EPDM AND FKM O-RINGS WHEN IMMERSED IN DIW 35
FIGURE 4.7: PFAS-CONTAINING PRODUCTS 36
FIGURE 4.8: PFAS VILLAGE IN CHANGSHU, CHINA 38
FIGURE 4.9: POSITIVE ATTRIBUTES OF FFKM 39
FIGURE 4.10: TYPICAL CVD CHAMBER 42
FIGURE 4.11: TYPICAL ETCH CHAMBER 43
FIGURE 4.12: TYPICAL ALD CHAMBER 44
FIGURE 5.1: FKM/FFKM FINISHED GOOD PRICING 48
FIGURE 5.2: FFKM MARKET FORECAST 49
FIGURE 5.3: CVD SEALS REVENUE FORECAST ESTIMATES 50
FIGURE 5.4: ETCH SEAL REVENUE FORECAST ESTIMATES 51
FIGURE 5.5: ALD SEALS REVENUES FORECAST ESTIMATES 52
FIGURE 5.6: DRY STRIP SEALS REVENUES FORECAST ESTIMATES 53
FIGURE 5.7: RTP SEALS REVENUES FORECAST ESTIMATES 54
FIGURE 5.8: EUV LITHOGRAPHY OPTICS AND BEAM PATHWAY 57
FIGURE 6.1: GENERAL SEMICONDUCTOR MATERIAL SUPPLIER DESIGNATIONS 59
FIGURE 7.1: FFKM O-RING MARKET SEGMENT REVENUES FORECAST ESTIMATES 66

TABLES

TABLE 4.1: ELASTOMER PROPERTY COMPARISON 30
TABLE 4.2: THE RESULTS OF O-RING IMMERSION IN CONCENTRATED HYDROFLUORIC ACID, TYPICALLY USED IN WET CHEMICALS 31
TABLE 4.3: MEASUREMENTS OF WEIGHT AT VARIOUS TIME INTERVALS AND PHYSICAL APPEARANCE OF THREE O-RINGS IMMERSED IN AN ORGANIC SOLVENT 32
TABLE 5.1: SUPPLIERS OF NON-PFAS AND PFAS O-RINGS 56
TABLE 6.1: FFKM SUPPLY CHAIN MAP 59
TABLE 6.2: MAJOR SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS 62
TABLE 6.3: ADDITIONAL SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS 63

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