Summary
2024 TECHCET SPECIAL MATERIALS REPORT
CMP ANCILLARIES:
PAD CONDITIONERS, PVA BRUSHES, SLURRY FILTERS & RETAINING RINGS MARKETS
This report looks at the market drivers for pad conditioners, retaining rings, slurry filters, and PVA brushes and forecasts by application market shares suppliers. CMP processes are critical to semiconductor manufacturing as process integration requires the fabrication of thin and uniformly flat layers to build up device structures across the semiconductor wafers. The number of CMP process steps continue to increase with each generation of new device technology. New device technology is characterized by more layers new materials tighter process control requirements and new techniques for advanced packaging.These manufacturing challenges require new and continued optimization for CMP processes.
Description
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Contains information on the semiconductor related CMP Ancillaries market dynamics.
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Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts.
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Includes supply-chain, market, and technical trends information relating to CMP Ancillaries market segment as used for semiconductor device manufacturing.
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Covers information about key CMP Ancillaries suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments.
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Table of Contents
1 EXECUTIVE SUMMARY 9
1.1 CMP ANCILLARIES MARKET OVERVIEW 10
1.2 CMP ANCILLARIES REVENUE TRENDS 11
1.3 MARKET TRENDS IMPACTING CMP ANCILLARIES OUTLOOK 12
1.4 YEAR 2024 IN REVIEW AND FIVE-YEAR FORECAST 13
1.4.1 CMP PAD CONDITIONERS 5-YEAR REVENUE FORECAST 14
1.4.2 CMP POU SLURRY FILTER 5-YEAR REVENUE FORECAST 15
1.4.3 CMP PVA BRUSH 5-YEAR REVENUE FORECAST 16
1.4.4 CMP RETAINING RING FOR WAFER POLISHING HEADS 5-YEAR REVENUE FORECAST 17
1.5 TECHNOLOGY TRENDS 18
1.6 TOTAL PAD CONDITIONERS MARKET SHARE 19
1.7 CMP POU SLURRY FILTER MARKET SHARE ESTIMATE 20
1.8 TOTAL PVA BRUSH MARKET SHARE 21
1.9 TOTAL RETAINING RING MARKET SHARE 22
1.10 ANALYST ASSESSMENT 23
2 SCOPE AND METHODOLOGY 25
2.1 SCOPE 26
2.2 PURPOSE & METHODOLOGY 27
2.3 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS 28
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 29
3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY OUTLOOK 30
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 32
3.1.2 SEMICONDUCTOR SALES GROWTH 33
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 34
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 35
3.2.1 ELECTRONICS OUTLOOK 36
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK 37
3.2.3 SMARTPHONE OUTLOOK 40
3.2.4 PC OUTLOOK 41
3.2.5 SERVERS / IT MARKET 42
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 43
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 44
3.3.2 NEW FABS IN THE US 45
3.3.3 WW FAB EXPANSION DRIVING GROWTH 46
3.3.4 EQUIPMENT SPENDING TRENDS 47
3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS 48
3.3.6 FAB INVESTMENT ASSESSMENT 51
3.4 POLICY & TRADE TRENDS AND IMPACT 52
3.5 SEMICONDUCTOR MATERIALS OVERVIEW 53
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028 54
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028 55
4 CMP ANCILLARIES MARKET TRENDS 56
4.1 CMP ANCILLARIES MARKET TRENDS 57
4.2 TECHNOLOGY DRIVERS, MATERIAL CHANGES AND TRANSITIONS 58
4.2.1 TECHNOLOGY TRENDS 59
4.2.2 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS – MEMORY 62
4.2.3 TECHNOLOGY DRIVERS AND MATERIAL ALTERNATIVES 64
4.2.4 CMP FOR TSV 65
4.2.4 TECHNICAL TRENDS IN ADVANCED PACKAGING 66
4.2.5 CMP FOR GAA BACKSIDE POWER 67
4.2.6 CMP OF SILICON CARBIDE 68
4.3 REGIONAL TRENDS 69
5 CMP PAD CONDITIONING DISKS STATISTICS & FORECASTS 70
5.1 CMP PAD CONDITIONERS 5-YEAR REVENUE FORECAST 71
5.1.1 CMP PAD CONDITIONER TYPE 5-YEAR FORECAST 72
5.2 CMP PAD CONDITIONERS 5-YEAR FORECAST BY UNITS 73
5.3 TOTAL PAD CONDITIONERS MARKET SHARE 74
5.4 CMP PAD CONDITIONERS M&A ACTIVITY- ANNOUNCEMENTS AND PARTNERSHIPS 75
5.5 CMP PAD CONDITIONERS NEW ENTRANTS OR PLANT CLOSURES 76
5.6 CMP PAD CONDITIONERS PRICING TRENDS 77
5.7 TECHCET ANALYST ASSESSMENT OF CMP PAD CONDITIONERS MARKET 78
6 CMP POU* SLURRY FILTER MARKET STATISTICS & FORECASTS 80
6.1 CMP POU SLURRY FILTER 5-YEAR REVENUE FORECAST 81
6.1.1 CMP POU SLURRY FILTERS 5-YEAR FORECAST FORECAST BY UNITS 82
6.2 CMP POU SLURRY FILTER MARKET SHARE ESTIMATE 83
6.3 CMP POU SLURRY FILTER M&A ACTIVITY ANNOUNCEMENTS AND PARTNERSHIPS 84
6.4 TECHCET ANALYST ASSESSMENT 85
7 CMP PVA BRUSH SUPPLIER MARKET STATISTICS & FORECASTS 86
7.1 CMP PVA BRUSH 5-YEAR REVENUE FORECAST 87
7.2 CMP PVA BRUSH 5-YEAR FORECAST BY UNITS 88
7.3 TOTAL PVA BRUSH MARKET DYAMICS AND MARKET SHARE 89
7.4 CMP PVA BRUSH PRICING TRENDS 90
7.5 TECHCET ANALYST ASSESSMENT OF CMP PVA BRUSH MARKET 91
8 CMP RETAINING RING SUPPLIER MARKET STATISTICS & FORECASTS 92
8.1 CMP RETAINING RING FOR WAFER POLISHING HEADS 5-YEAR REVENUE FORECAST 93
8.2 CMP RETAINING RING 5-YEAR FORECAST BY UNITS 94
8.3 TOTAL RETAINING RING MARKET SHARE 95
8.4 TECHCET ANALYST ASSESSMENT OF CMP RETAINING RING MARKET 96
9 SUPPLIER PROFILES 97
3M
Abrasive Technology
Ehwa Diamond
Entegris
Kinik
…AND 20+ MORE
10 APPENDIX 200
APPENDIX A: CMP ANCILLARIES OVERVIEW 201
APPENDIX B: TECHCET WAFER START MODELING METHODOLOGY 202
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List of Tables/Graphs
FIGURES
FIGURE 1.1: FORECAST PERCENT OF CMP WAFER PASSES PER YEAR 10
FIGURE 1.2: TOTAL CMP ANCILLARIES REVENUES ($M USD) 11
FIGURE 1.3: CMP STEPS FOR ADVANCED DEVICES 12
FIGURE 1.4: 2024 CMP ANCILLARIES TRENDS/ LESSONS 13
FIGURE 1.5: CMP PAD CONDITIONERS REVENUE BY WAFER SIZE 14
FIGURE 1.6: CMP POU SLURRY FILTERS REVENUE BY SLURRY TYPE 15
FIGURE 1.7: CMP PVA BRUSH REVENUES BY APPLICATION 16
FIGURE 1.8: CMP RETAINING RING REVENUE ($M USD) BY WAFER SIZE 17
FIGURE 1.9: CMOS TECHNOLOGY ROADMAP 18
FIGURE 1.10: PAD CONDITIONERS SUPPLIER MARKET SHARES IN 2023 19
FIGURE 1.11: 2023 POU SLURRY FILTER MARKET SHARE 20
FIGURE 1.12: PVA BRUSH SUPPLIER MARKET SHARES IN 2023 21
FIGURE 1.13: RETAINING RING SUPPLIER MARKET SHARES IN 2023 22
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023) 32
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 33
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSII) IN 000’S OF NTD 34
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS 35
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS) 37
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION 38
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION 39
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES 40
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST 41
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND 43
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028 44
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US 45
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 46
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE 47
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW 48
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW 49
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW 50
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024 51
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS 54
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD) 55
FIGURE 4.1: CMP ANCILLARIES REVENUE FOR 2024 57
FIGURE 4.2: COMPARISON OF METALS RESISTIVITIES BY DIMENSION 58
FIGURE 4.3: 14NM VS. 7NM METALLIZATION TECHNIQUES 58
FIGURE 4.4: CMOS TECHNOLOGY ROADMAP 59
FIGURE 4.5: CMP STEPS FOR LOGIC NODES 60
FIGURE 4.6: CMOS TECHNOLOGY ROADMAP 61
FIGURE 4.7: NUMBER OF CMP STEPS FOR MEMORY TECHNOLOGY NODES 62
FIGURE 4.8: STACKING FOR 3D NAND` 63
FIGURE 4.9: COMPARISON OF METALS RESISTIVITIES BY DIMENSION 64
FIGURE 4.10: ADV LOGIC TRANSITION TO BACKSIDE POWER 64
FIGURE 4.11: CMP OPPORTUNITIES IN ADVANCED PACKAGING 65
FIGURE 4.12: KEY TRENDS IN ADVANCED PACKAGING 66
FIGURE 4.13: CMP OPPORTUNITIES IN ADVANCED PACKAGING 67
FIGURE 4.14: SILICON CARBIDE-BASED POWER DEVICE 68
FIGURE 4.15: ANCILLARIES % REVENUES 2024 REGIONAL HQ 69
FIGURE 5.1: CMP PAD CONDITIONERS REVENUE BY WAFER SIZE 71
FIGURE 5.2: % REVENUE INCREASE OF PRECISION CVD DIAMOND STONES WITH COMPLEXITY OF CMP APPLICATION FOR GAA AND 3D NAND/3D DRAM 72
FIGURE 5.3: FORECASTED PAD CONDITIONERS VOLUME DEMAND 73
FIGURE 5.4: PAD CONDITIONERS SUPPLIER MARKET SHARES IN 2023 74
FIGURE 6.1: CMP POU SLURRY FILTERS REVENUE BY SLURRY TYPE 81
FIGURE 6.2: CMP POU SLURRY FILTERS UNITS BY SLURRY TYPE 82
FIGURE 6.3: 2023 POU SLURRY FILTER MARKET SHARE 83
FIGURE 7.1: CMP PVA BRUSH REVENUES BY APPLICATION 87
FIGURE 7.2: FORECASTED PVA BRUSH UNITS DEMAND 88
FIGURE 7.3: PVA BRUSH SUPPLIER MARKET SHARES IN 2023 89
FIGURE 8.1: CMP RETAINING RING REVENUE ($M USD) BY WAFER SIZE 93
FIGURE 8.2: FORECASTED RETAINING RING UNITS DEMAND 94
FIGURE 8.3: RETAINING RING SUPPLIER MARKET SHARES IN 2023 95
FIGURE 10.1: CMP FOR IC MANUFACTURING PROCESS 201
TABLES
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 30
TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS 38
TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023 42
