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.

Description
This Critical Materials Report primarily focuses on the markets of silicon parts used in semiconductor process equipment, including silicon base materials and silicon equipment components for wafer process tools used for semiconductor device manufacturing. These parts are considered consumables, given that they are eventually require replacing after repeated use. Details on the supply-chain from high purity poly-silicon, base material manufacturers, and silicon fabricators are provided.

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Table of Contents

1 EXECUTIVE SUMMARY    10

 1.1 OVERVIEW OF THE GLOBAL SEMICONDUCTOR INDUSTRY 11
 1.2 OVERVIEW OF THE 2023 SILICON PARTS MARKET  12
 1.3 OVERVIEW OF POLYSILICON & SILICON INGOTS  13
 1.4 TOP CONCERNS ABOUT SUPPLY AVAILABILITY  14
 1.5 SILICON PARTS MARKET ASSESSMENT   15

2 SCOPE, PURPOSE, METHODOLOGY   16

 2.1 SCOPE, PURPOSE AND METHODOLOGY   17
 2.2 OVERVIEW OF OTHER TECHCET CMR REPORTS  18
 
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 19
 3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY OUTLOOK 20
 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 22
 3.1.2 SEMICONDUCTOR SALES GROWTH   23
 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY  SALES TRENDS     24
 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT  25
 3.2.1 ELECTRONICS OUTLOOK   26
 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK   27
 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS  28
 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 29
 3.2.3 SMARTPHONE OUTLOOK   30
 3.2.4 PC OUTLOOK    31
 3.2.5 SERVERS / IT MARKET    32
 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 33
 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 34
 3.3.2 NEW FABS IN THE US    35
 3.3.3 WW FAB EXPANSION DRIVING GROWTH  36
 3.3.4 EQUIPMENT SPENDING TRENDS   37
 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS  38
 3.3.5.1 DRAM TECHNOLOGY ROADMAPS   39
 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS   40
 3.3.6 FAB INVESTMENT ASSESSMENT   41
 3.4 POLICY & TRADE TRENDS AND IMPACT   42
 3.5 SEMICONDUCTOR MATERIALS OVERVIEW  43
 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028  44
 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028 45

4 SILICON PARTS MARKET LANDSCAPE & TRENDS  46

 4.1 SILICON PARTS VALUE CHAIN   47
 4.2 SI PARTS MARKET SIZE & FORECAST   48
 4.3 SILICON - FAB MATERIAL INTRODUCTION & MARKET TREND 49
 4.4 SILICON PARTS BY APPLICATION   50
 4.5 NON-SEMICONDUCTOR APPLICATIONS SHARING SI PARTS SUPPLY-CHAIN    51
 4.6 TECHNOLOGY TRENDS - SILICON PARTS VS. SILICON CARBIDE PARTS 52
 4.7 SUB-TIER /SILICON INGOT COSTS TRENDS  53
 4.8 SILICON FABRICATOR MARKET SHARE BY SUPPLIER  54
 4.9 REGIONAL TRENDS – SILICON PARTS USAGE BY REGION  56
 4.9.1 REGIONAL TRENDS – TRADE & GEOPOLITICS  57
 4.9.2 REGIONAL TRENDS – PARTS SUPPLIER MARKET DYNAMICS 59

5 OEM EQUIPMENT MARKET TRENDS   60

 5.1 OEM ETCH EQUIPMENT MARKET SHARES ESTIMATE  61
 5.2 FABRICATION - SILICON PARTS FABRICATORS BY REGION 62
 5.3 TOP 3 OEMS – LAM RESEARCH, TEL, AMAT  63
 5.4 OEM ACTIVITIES - LAM RESEARCH AND AMAT  64
 5.5 OEM ACTIVITIES – LAM RESEARCH   65
 5.6 TOP 3 OEMS –TEL    67
 5.7 OEM ACTIVITIES - AMEC    68
 5.8 OEM INFLUENCE & CONTROL   69
 5.9 POLICY & TRADE TRENDS AND IMPACT   70

6 SUPPLIERS OF INTEREST    71

 6.1 SILICON PARTS PRODUCTION PERFORMANCE  72
 6.2 GLOBAL TRENDS- NEW PLANTS/NEW INVESTMENTS  73
 6.3 GLOBAL TRENDS – SPOTLIGHT ON SILFEX   74
 6.4 GLOBAL TRENDS – SPOTLIGHT ON MITSUBISHI MATERIALS 75
 6.5 GLOBAL TRENDS – SHIN-ETSU CHEMICAL NEW PLANT  76
 6.6 GLOBAL TRENDS –FERROTEC NEW PLANT  77
 6.7 GLOBAL TRENDS – SK ENPULSE SELLING BUSINESS  78
 6.8 NEW SUPPLIER ENTERING THE MARKET: SHANGHAI SYC  79

7 SUB-TIER SUPPLY: SILICON INGOT GROWERS  80

 7.1 BASE MATERIAL - SILICON INGOT MANUFACTURERS/SUPPLIERS 81
 7.1.1 SINO AMERICAN SILICON – SAS   82
 7.1.2 THINKON SEMI    83
 7.2 CHINA SILICON INGOT MANUFACTURER – THINKON SEMI UPDATE 84

8 POLYSILICON    85

 8.1 RAW MATERIAL SOURCE AND STATUS - POLYSILICON  86
 8.2 EXPANSION – WACKER SILICONES   87
 8.3 EXPANSION – HEMLOCK SEMICONDUCTOR  88
 8.4 EXPANSION – OCI KOREA AND TAKUYAMA  89
 8.5 PLANT CLOSURE - REC    90
 8.6 RAW MATERIAL SOURCE AND STATUS - POLYSILICON DEMAND 91
 8.7 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS  92
 8.8 POLYSILICON – ENERGY COST   93
 8.9 SOLAR GRADE POLYSILICON - PRICING   94
 8.10 POLYSILICON - ASSESSMENT   95
 8.11 POLYSILICON VS. MONOCRYSTALLINE SILICON  96
 
9 SUB-TIER MATERIAL SUPPLY CHAIN   97

 9.1 SUPPLY CHAIN DISRUPTIONS/CONSTRAINTS  98
 9.3 OTHER INDUSTRIAL USES    99
 9.4 SILICON PARTS PRODUCTION LOCATION - ANALYSIS  100
 
10 TECHCET ANALYST ASSESSMENT   101

 10.1 TECHCET ANALYST ASSESSMENT   102
 10.2 MATERIALS MARKET LANDSCAPE TRENDS  104


11 SUPPLIER PROFILES    105

 11.1 SILICON SUPPLIERS LIST 106    
 ADDISON ENGINEERING
 ALLIANCE PRECISION/API
 APPLIED CERAMICS
 BCNC CO., LTD.
 BULLEN ULTRASONICS
 CE-MAT
 COORSTEK
 DAEWON SPI
 DS TECHNO
 GRITEK
 HANA MATERIALS
 HAYWARD QUARTZ TECHNOLOGY
 KC TECH
 KNJ
 LAM RESEARCH (SILFEX)
 LATTICE MATERIALS
 MITSUBISHI MATERIALS
 SANWA ENGINEERING CORP.(三和技研)
 SCHUNK XYCARB TECHNOLOGY
 SHANGHAI SHENGYONGCHENG
 SEMICONDUCTOR TECHNOLOGY CO.,
 LTD./SHANGHAI SYC
 SICO TECHNOLOGIES
 SICREAT(SUZHOU) SEMITECH (新美光)
 SIFUSION (FERROTEC CHINA)(盾源聚芯)
 SILICIUMBEARBEITUNG ANDREA HOLM
 GMBH
 SK ENPULSE
 SUNGRIM/QUARTZ MATERIALS. CO.
 TOKAI CARBON KOREA/TCK
 TECHNO QUARTZ INC.
 TOSOH QUARTZ INC.
 WAH LEE INDUSTRIAL CORP
 WORLDEX/WEST COAST QUARTZ
 YERICO MANUFACTURING INC
 ZINGSEMI (SILICON PART RAW MATERIAL)

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List of Tables/Graphs

FIGURES

 FIGURE 1.1: 2023 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)   12
 FIGURE 1.2: SILFEX SILICON INGOT   13
 FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)     22
 FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES  23
 FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSII) IN 000’S OF NTD   24
 FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS  25
 FIGURE 3.5:GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)     27
 FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION  28
 FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION 29
 FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES  30
 FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST  31
 FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND    33
 FIGURE 3.11:ESTIMATED GLOBAL FAB SPENDING 2023-2028 34
 FIGURE 3.12:FAB EXPANSIONS WITHIN THE US  35
 FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD    36
 FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE    37
 FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW    38
 FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW  39
 FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW  40
 FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024  41
 FIGURE 3.19:TECHCET WAFER START FORECAST BY NODE SEGMENTS    42
 FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)    43
 FIGURE 4.1: SILICON PARTS FROM SILFEX   46
 FIGURE 4.2: SILICON PARTS VALUE CHAIN   47
 FIGURE 4.3: 2023 SILICON FABRICATED PARTS REVENUES AND FORECAST ESTIMATES (M USD)   48
 FIGURE 4.4: 2022 SILICON PARTS BY WAFER SIZE  50
 FIGURE 4.5: 2023 SILICON PARTS BY WAFER SIZE  50
 FIGURE 4.6: OLED SUPPLY/DEMAND FOR MOBILE PANELS 2021-2028 51
 FIGURE 4.7: 2023 SILICON FABRICATOR MARKET SHARE BY SUPPLIER 52
 FIGURE 4.8: 2023 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE    56
 FIGURE 5.1: 2023 ETCH EQUIPMENT MARKET SHARE  61
 FIGURE 5.2: 2023 SILICON PARTS CONSUMPTION BY END USE LOCATION ESTIMATE    62
 FIGURE 5.3: 2023 LAM RESEARCH VS. APPLIED MATERIALS BUSINESS SEGMENT REVENUES (M USD)   64
 FIGURE 5.4: LAM RESEARCH FACILITIES   65
 FIGURE 5.5: LAM’S NEW WAREHOUSE IN BATU KAWAN, MALAYSIA 66
 FIGURE 5.6: TEL’S NEW ETCH SYSTEM BUILDING, COMPLETION SCHEDULED FOR SPRING 2025   67
 FIGURE 5.7: RENDERING: NEW PRODUCTION FACILITY OF AMEC IN SHANGHAI, CHINA    68
 FIGURE 6.1: SIFUSION FERROTEC LOCATION IN CHINA  73
 FIGURE 6.2: SILFEX SPRINGFIELD MANUFACTURING LOCATION 74
 FIGURE 6.3: MITSUBISHI MATERIALS SANDA PLANT  75
 FIGURE 6.4: IMAGE OF THE SHIN-ETSU NEW PLANT  76
 FIGURE 6.5: FERROTEC MAJOR PLANT WITH SIX MAIN MANUFACTURING BUILDINGS   77
 FIGURE 6.6: SK ENPULSE CHINA PLANT INSIDE  78
 FIGURE 6.7: SYC HEADQUARTER IN SHANGHAI  79
 FIGURE 7.1: SAS    82
 FIGURE 7.2: THINKONSEMI HQ IN JINZHOU, CHINA  83
 FIGURE 7.3: THINKONSEMI 550MM SILICON WAFER (2020)  84
 FIGURE 8.1: GROUNDBREAKING CEREMONY IN THE CZECH REPUBLIC 87
 FIGURE 8.2: GROUNDBREAKING CEREMONY IN SAGINAW COUNTY 88
 FIGURE 8.3: OCI IKSAN PLANT I KOREA   89
 FIGURE 8.4: REC POLYSILICON PLANT IN BUTTE, MONTANA  90
 FIGURE 8.5: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS    91
 FIGURE 8.6: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT)  93
 FIGURE 8.7: GPM AND CHINA POLYSILICON PRICE TREND  94
 FIGURE 9.1: MONOCRYSTALLINE SILICON AND POLYSILICON SOLAR PANELS     99
 FIGURE 9.2: US EXCHANGE RATE TRENDS 1/2021 TO 7/2024  100

TABLES

 TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES  20
 TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS 28
 TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023   32
 TABLE 4.1: 2023 VS. 2022 SILICON FABRICATOR MARKET SHARE BY SUPPLIER     55
 TABLE 5.1: 2023 OEM SYSTEM PUBLICLY REPORTED SALES BY REGION     63
 TABLE 5.2: TEL REVENUES BY END USER   67
 TABLE 6.1: LEADING SILICON PARTS FABRICATION REVENUES 72
 TABLE 7.1: SI PARTS SUPPLIERS THAT MAKE AND/OR SELL SILIC ON INGOT FOR SILICON PARTS FABRICATION   81
 TABLE 8.1: SEMICONDUCTOR –GRADE POLYSILICON SUPPLIERS 92
 TABLE11.1: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 1 OF 2     106
 TABLE11.2: SILICON MATERIAL AND PARTS FABRICATOR LISTING, PAGE 2 OF 2     107

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