Summary
This report covers the market landscape and supply-chain for Electronic Gases used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.
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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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Covers information about key electronic gases suppliers, issues/trends in the electronic gases material supply chain, estimates on supplier market share, and forecast for the electronic gases material segments
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Table of Contents
1 EXECUTIVE SUMMARY 11
1.1 ELECTRONIC GASES BUSINESS – MARKET OVERVIEW 12
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK 13
1.3 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT 14
1.4 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT– HIGHLIGHT KEY MATERIALS 15
1.5 ELECTRONIC GASES SEGMENT TRENDS 16
1.6TECHNOLOGY TRENDS 17
1.7COMPETITIVE LANDSCAPE - ELECTRONIC GASES 18
1.7.1 COMPETITIVE LANDSCAPE - INDUSTRIAL GASES 19
1.8 CURRENT QUARTER TOP-5 GLOBAL ELECTRONIC GASES SUPPLIERS’ACTIVITIES & REPORTED REVENUES 20
1.9EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 21
1.10ANALYST ASSESSMENT OF ELECTRONIC GASES 22
2 SCOPE, PURPOSE AND METHODOLOGY 23
2.1 SCOPE 24
2.2 METHODOLOGY 25
2.3 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS 26
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 27
3.1 WORLDWIDE ECONOMY AND OUTLOOK 28
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 30
3.1.2 SEMICONDUCTOR SALES GROWTH 31
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 32
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 33
3.2.1 ELECTRONICS OUTLOOK 34
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK 35
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS 36
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 37
3.2.3 SMARTPHONE OUTLOOK 38
3.2.4 PC OUTLOOK 39
3.2.5 SERVERS / IT MARKET 40
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 41
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 42
3.3.2 NEW FABS IN THE US 43
3.3.3 WW FAB EXPANSION DRIVING GROWTH 44
3.3.4 EQUIPMENT SPENDING TRENDS 45
3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS 46
3.3.5.1 DRAM TECHNOLOGY ROADMAPS 47
3.3.5.2 3D NAND TECHNOLOGY ROADMAPS 48
3.3.6 FAB INVESTMENT ASSESSMENT 49
3.4 POLICY & TRADE TRENDS AND IMPACT 50
3.5 SEMICONDUCTOR MATERIALS OVERVIEW 51
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028 52
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028 53
4 ELECTRONIC GASES MARKET TRENDS 54
4.1 ELECTRONIC GASES MARKET TRENDS – OUTLINE 55
4.1.1 2023 ELECTRONIC GASES MARKET LEADING INTO 2024 56
4.1.2 ELECTRONIC GASES MARKET OUTLOOK 57
4.1.3 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT 58
4.1.4 ELECTRONIC GASES 5-YEAR REVENUE FORECAST BY SEGMENT- HIGHLIGHT KEY MATERIALS 59
4.2 ELECTRONIC GASES SUPPLY CAPACITY AND DEMAND, OVERVIEW 60
4.2.1 ELECTRONIC GASES SUPPLY CAPACITY AND DEMAND, INVESTMENTS 61
4.2.2 ELECTRONIC GASES PRODUCTION BY REGION 65
4.2.3 ELECTRONIC GASES PRODUCTION CAPACITY EXPANSIONS 66
4.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW 67
4.2.4.1 REGIONAL ACTIVITYSPECIALTY GAS INVESTMENTS 68
4.2.5 INVESTMENT ACTIVITY ADDITIONAL COMMENTS 69
4.2.6 RARE GASES – XE, KR, NE - SUPPLY VS. DEMAND BALANCE OVERVIEW 70
4.2.6.1 SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND, SELECT GASES 71
4.2.6.2 SUPPLY VS. DEMAND BALANCE – NEON 72
4.2.6.3 SUPPLY VS. DEMAND BALANCE – NEON (CONTINUED) 73
4.2.6.4 SUPPLY VS. DEMAND BALANCE – XENON 74
4.2.6.5 SUPPLY VS. DEMAND BALANCE – KRYPTON 75
4.2.7 HELIUM SUPPLY V. DEMAND 76
4.2.7.1 SUPPLY VS. DEMAND BALANCE – HELIUM 77
4.2.7.2 SUPPLY VS. DEMAND BALANCE – REGIONAL HELIUM SUPPLY 78
4.2.7.3 HELIUM SUPPLY RISK BY COUNTRY 2030 79
4.2.7.4 KEY PLAYERS IN THE HELIUM SUPPLY CHAIN 80
4.2.8 SUPPLY VS. DEMAND BALANCE – NF3, NITROGEN TRIFLUORIDE 81
4.2.8.1 ELECTRONIC GASES MARKET OUTLOOK – NF3 82
4.2.9 SUPPLY VS. DEMAND BALANCE – WF6, TUNGSTEN HEXAFLUORIDE 83
4.3 PRICING TRENDS 84
4.3.1 PRICING TRENDS – NEON 85
4.3.2 PRICING TRENDS – XENON 86
4.3.3 PRICING TRENDS – KRYPTON 87
4.3.4 HELIUM PRICE TREND & FORECAST 88
4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 89
4.4.1 ELECTRONIC GASES GENERAL TECHNOLOGY OVERVIEW 90
4.4.2 ELECTRONIC GASES TECHNOLOGY TRENDS 91
4.4.3 SPECIALTY/EMERGING MATERIAL AND APPLICATIONS 92
4.4.4 WF6 MARKET DEMAND, POTENTIAL DISPLACEMENT BY MOLYBDENUM 93
4.4.5 ALE ETCH GAS LISTING 94
4.4.6SUMMARY OF TECHNICAL TRENDS AND OPPORTUNITIES 95
4.5 REGIONAL CONSIDERATIONS 96
4.6 EHS AND TRADE/LOGISTIC ISSUES 97
4.6.1 RUSSIA INVASION OF UKRAINE 98
4.6.2 YEMEN’S HOUTHI ATTACKS IN THE RED SEA AND GULF OF ADEN DISRUPT GLOBAL SHIPPING 99
4.6.3 NEW MIDDLE EAST CONFLICT COULD DISRUPT GLOBAL TECH SUPPLY CHAIN AND INTEL'S EXPANSION PLANS 100
4.6.4 PANAMA CANAL HISTORIC DROUGHT 101
4.6.5 EHS ISSUES 102
4.6.6 EHS ISSUES 103
4.6.7 TRADE/LOGISTICS ISSUES 104
4.7 ANALYST ASSESSMENT OF ELECTRONIC GASES MARKET TRENDS 105
5 SUPPLY-SIDE MARKET LANDSCAPE 106
5.1 ELECTRONIC GASES MARKET SHARE 107
5.1.1 INDUSTRIAL GASES MARKET SHARE 108
5.2 CURRENT QUARTER TOP-5 GLOBAL ELECTRONIC GASES SUPPLIERS’ACTIVITIES & REPORTED REVENUES 109
5.2.1 US SUPPLIER RANKING 110
5.3 LINDE PLC FULL YEAR 2023 AND Q4 -ROBUST EARNINGS GROWTH DESPITE SALES DECLINE, FORECASTS CONTINUED STRONG PERFORMANCE 111
5.3.1 AIR LIQUIDE’S Q4 AND 2023 REVENUES WEIGHED BY DECLINING ENERGY PRICES, BUT SHOWING POSITIVE METRICS 112
5.3.2 MERCK'S ELECTRONICS SECTOR FACES 4% ORGANIC SALES DECLINE IN Q3 2023, IMPACTED BY SEMICONDUCTOR SLOWDOWN AND MARKET PRESSURES 113
5.3.3 TAIYO NIPPON SANSO REVENUES Q3 RESULTS 114
5.4 REGIONAL TRENDS– KOREA 115
5.4.1 REGIONAL TRENDS– JAPAN 116
5.4.2 REGIONAL TRENDS– CHINA 117
5.4.3 REGIONAL TRENDS – RUSSIA 118
5.4.4 REGIONAL TRENDS– USA 119
5.4.5 REGIONAL TRENDS– EU 120
5.5 M&A ACTIVITY AND PARTNERSHIPS 121
5.5.1 M&A ACTIVITY AND PARTNERSHIPS 122
5.6 PLANT CLOSURES / DIVESTITURES 123
5.7 NEW ENTRANTS 124
5.8 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS 125
5.9 TECHCET ANALYST ASSESSMENT OF ELECTRONIC GAS SUPPLIERS 126
6 SUB-TIER SUPPLY CHAIN, ELECTRONIC GASES 127
6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW 128
6.1.1 BULK GASES AND THEIR SOURCES 129
6.1.2 FLUORSPAR SUPPLY 130
6.1.2.1 FLUORSPAR WORLD RESERVES 131
6.1.2.2 FLUORSPAR SUPPLY, DEMAND AND PRICING IMPACTS 132
6.1.3 BROMINE SUPPLY 133
6.2 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 134
6.3 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 135
7 SUPPLIER PROFILES 136
Air Liquide (Maker, Purifier, Supplier)
Air Products (Maker, Purifier, Supplier)
Air Water (Maker)
Cryoin Engineering (Purifier, Supplier)
DuPont (Maker, Purifier, Supplier)
…and 20+ more
8 APPENDIX 295
8.1 GASES USED BY MULTIPLE INDUSTRIES 296
8.1.1 SPECIALTY GAS INDUSTRY MATRIX 297
8.1.2 GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING 298
8.1.3 GASES USED IN THE DISPLAY INDUSTRY 299
8.2 SUPPLIER LISTING BY GAS TYPE 302
8.2.1 HYDRIDES 303
8.2.2 SILICON PRECURSORS (SILANES) 304
8.2.3 ETCHANTS/CHAMBER CLEAN 305
8.2.4 DEPOSITION/MISC 306
8.2.5 BULK GASES 307
8.3 ETCH GAS ROADMAPS 308
8.3.1 ETCH ROADMAPS 1 OF 3 309
8.3.2 ETCH ROADMAPS 2 OF 3 310
8.3.3 ETCH ROADMAPS 3 OF 3 311
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List of Tables/Graphs
FIGURES
FIGURE 1.1: ELECTRONIC GAS MARKET 14
FIGURE 1.2: HELIUM DEMAND 2023 - 7.4 BCF 15
FIGURE 1.3: TOTAL ELECTRONIC GAS MARKET SHARE 2023, US$6.01B 18
FIGURE 1.4: TOTAL INDUSTRIAL GAS MARKET SHARE 2023, US$104B 19
FIGURE 1.5: TOP-5 ELECTRONIC GASES MAKERS’ QUARTERLY COMBINED SALES (LINDE, AL, AP, RESONAC, TNSC) 20
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023) 30
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES 31
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) 32
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS 33
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS) 35
FIGURE 3.5: ELECTRIFICATION TREND BY WORLD REGION 36
FIGURE 3.6: AUTOMOTIVE SEMICONDUCTOR PRODUCTION 37
FIGURE 3.7: MOBILE PHONE SHIPMENTS, WW ESTIMATES 38
FIGURE 3.8: WORLDWIDE PC AND TABLET FORECAST 39
FIGURE 3.9: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND 41
FIGURE 3.10:ESTIMATED GLOBAL FAB SPENDING 2022-2027 42
FIGURE 3.11:FAB EXPANSIONS WITHIN THE US 43
FIGURE 3.12: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 44
FIGURE 3.13: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE 45
FIGURE 3.14: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW 46
FIGURE 3.15: DRAM TECHNOLOGY ROADMAP OVERVIEW 47
FIGURE 3.16: 3D NAND TECHNOLOGY ROADMAP OVERVIEW 48
FIGURE 3.17: INTEL OHIO PLANT SITE AS OF FEB. 2024 49
FIGURE 3.18:TECHCET WAFER START FORECAST BY NODE SEGMENTS 52
FIGURE 3.19: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD) 53
FIGURE 4.1: ELECTRONIC GAS MARKET 58
FIGURE 4.2: HELIUM DEMAND 2023 - 7.4 BCF 59
FIGURE 4.3: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND 71
FIGURE 4.4: NEON SUPPLY/DEMAND FORECAST 72
FIGURE 4.5: GLOBAL NEON REVENUES 72
FIGURE 4.6: XENON SUPPLY/DEMAND FORECAST 74
FIGURE 4.7: GLOBAL XENON REVENUES 74
FIGURE 4.8: KRYPTON SUPPLY/DEMAND FORECAST 75
FIGURE 4.9: GLOBAL KRYPTON REVENUES 75
FIGURE 4.10: HELIUM SUPPLY & DEMAND (BCF) 76
FIGURE 4.11: HELIUM DEMAND BY APPLICATION 2023 - 5.9 BCF 77
FIGURE 4.12: WW HELIUM CAPACITY BY REGION 2023 VS. 2028 (BCF) 78
FIGURE 4.13: HELIUM SUPPLY RISK BY COUNTRY 2030 79
FIGURE 4.14: NF3 SUPPLY/DEMAND FORECAST 81
FIGURE 4.15: WF6 SUPPLY/DEMAND FORECAST 83
FIGURE 4.16: WORLDWIDE NOBLE GASES ASP TREND 84
FIGURE 4.17: MO PRECURSORS 93
FIGURE 4.18: PLASMA AND THERMAL ALE PROCESSES 94
FIGURE 4.19: 2023 SEMICONDUCTOR ELECTRONIC GASES REVENUE SHARE BY REGION 96
FIGURE 4.20:GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES 102
FIGURE 4.21:SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES 102
FIGURE 4.22:CO2-EQUIVALENT EMISSIONS FOR TYPICAL FAB 103
FIGURE 5.1: TOTAL ELECTRONIC GAS MARKET SHARE 2023, US$6.01B 107
FIGURE 5.2: TOTAL INDUSTRIAL GAS MARKET SHARE 2023, US$104 B 108
FIGURE 5.3: TOP-5 ELECTRONIC GASES MAKERS’ QUARTERLY COMBINED SALES (LINDE, AL, AP, RESONAC, TNSC) 109
FIGURE 5.4: AIR LIQUIDE’S Q4 AND 2023 REVENUES 112
FIGURE 5.5: MERCK’S 2023 REVENUES 113
FIGURE 5.6: TAIYO NIPPON SANSO REVENUES Q3 RESULTS 114
FIGURE 5.7: KOREA SEMICONDUCTOR DEVELOPMENT PLAN 115
FIGURE 6.1: LEADING COUNTRIES BASED ON MINE PRODUCTION OF FLUORSPAR WORLDWIDE IN 2023 130
FIGURE 6.2: WW RESERVES OF FLUORSPAR IN 2023, BY COUNTRY (US$/KILOTONNE) 131
FIGURE 6.3: FLUORSPAR PRICE IN US 2014-2023 (US$/KILOTONNE) 132
FIGURE 6.4: WW BROMINE SUPPLY 2023 (KILOTONNES) 133
FIGURE 8.1: ELECTRONIC SPECIALTY GASES 301
FIGURE 8.2: BULK GASES 301
TABLES
TABLE 1.1: ELECTRONIC GASES(S) GROWTH OVERVIEW 12
TABLE 1.2: ESTIMATED MARKETSHARE BY SUPPLIER 18
TABLE 1.3: ESTIMATED MARKETSHARE BY SUPPLIER 19
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 28
TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024) 29
TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS 36
TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023 40
TABLE 4.1: ELECTRONIC GASES SUPPLIER MANUFACTURING LOCATIONS 65
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 ELECTRONIC GASES SUPPLIER INVESTMENTS 66
TABLE 4.3: REGIONAL SUMMARY OF GAS MARKET 67
TABLE 4.4: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND 71
TABLE 4.5: SUPPLIERS WITH LOCATIONS IN AREAS OF HIGH RISK 80
TABLE 4.6: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE 95
TABLE 5.1: ESTIMATED MARKETSHARE BY SUPPLIER 107
TABLE 5.2: ESTIMATED MARKETSHARE BY SUPPLIER 108
TABLE 5.3: ESTIMATED SUPPLY CHAIN SUPPLIER RANKING 110
TABLE 6.1: BULK AND INERT GAS APPLICATION AND SOURCE DESCRIPTION 129
TABLE 8.1: SPECIALTY GAS INDUSTRY MATRIX 297
TABLE 8.2: GASES USED IN FPD MANUFACTURING 300
TABLE 8.3: HYDRIDE GAS SUPPLIERS 303
TABLE 8.4: SILICON PRECURSOR SUPPLIERS 304
TABLE 8.5: ETCHANT GAS SUPPLIERS 305
TABLE 8.6: DEPOSITION/MISC. GAS SUPPLIERS 306
TABLE 8.7: BULK GAS SUPPLIERS 307
TABLE 8.8: ETCH ROADMAPS 309
TABLE 8.9: ETCH ROADMAPS 310
TABLE 8.10: ETCH ROADMAPS 311
Press Release
June 6, 2024
Semiconductor Gases Back On Track, Growing 10%+
Sustainability issues drive gas recycling innovations
San Diego, CA, June 6, 2024:
TECHCET — the advisory firm providing materials market information for semiconductor supply chain resilience — is forecasting the Semiconductor Electronic Gases market to increase by around 10% in 2024 to hit US $6.59 billion, returning close to 2022 numbers. This rebound comes after a decline of nearly 12% in 2023 due to the overall industry downturn. Steady growth is expected through 2028, with a potential pause in 2027. For more detailed forecasting and market insights, check out TECHCET’s new Electronic Gases Critical Materials Report.
One of the highest growing segments is NF3, which is expected to increase by 18% in 2024, with a 20% CAGR from 2023-2028. NF3 demand is on pace to outstrip capacity, but adoption of alternate F2 diluted in N2 will help to displace some of this, to address sustainability initiatives. The exact timing for this is unclear, though at least one large Taiwanese multinational foundry is reported to have adopted the alternative F2 in N2 for thermal deposition processes.
Geopolitical tensions have increased sourcing and logistics risks for gases, causing China and many other countries to focus on developing domestic and/or local sourcing to strengthen business continuity planning. For example, several countries are implementing their own ASUs (Air Separation Units) to produce rare gases xenon, neon, and krypton. Helium prices are also experiencing instability due to trade disruptions between Russia and the West.
The industry is becoming more vocal towards reducing the environmental impacts of semiconductor production. There is announcement of at least one new plant with significant infrastructure to recycle “all” argon. Additionally, SK Hynix and EFC Gases & Advanced Materials have both announced the development of neon gas recycling systems. SK Hynix’s technology was developed in partnership with TEMC, and EFC’s was qualified by Cymer. Samsung has also announced that it will use recycled gas in chip manufacturing starting in 2025.
The newly released TECHCET Critical Materials Reports on Electronic Gases contains details on market and technology trends in addition to an extensive list of supplier profiles.
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