Ceramics / SiC Market Report (a Critical Materials Report) 2023-2024

Description

List of Tables

This report is focused on technical ceramic materials market and supply-chain which includes SiC/ CVD SiC, AlN, Al2O3, Y2O3, and BN used in the production of components and assemblies for use in semiconductor process equipment. SiC is frequently used for both carriers (boats, gas injectors, and fabware) and components for OEMs where high temperature or specific thermal packages are required, while traditional Al2O3 and AlN ceramics are normally used for lower temperature / etch applications. The machines/tools manufacturers that use these components are referred to as OEMs (Original Equipment Manufacturers). This report targets ceramics used in the manufacture of semiconductors, only.

This report comes with 1 Bi-Yearly Update featuring updated market information and forecasting from the report analyst.

1. Executive Summary

1.1. Highlight Material Segment Business Overview
1.2. Alumina
1.3. Aluminum Nitride (AlN) & SiC
1.4. CVD SiC
1.5. Al2O3 / HPA
1.6. Other Materials
1.7. M & A
1.8. General Comments

2. Scope, Purpose and Methodology

2.1. Scope
2.2. Purpose
2.3. Methodology
2.4. Overview of Other TECHCET CMR™ Reports

3. Market Outlook

3.1. Semiconductor Industry Market Status & Outlook
3.2. Global Economy
- 3.2.1. Semiconductor Industries Ties to the Global Economy
- 3.2.2. Semiconductor Sales Growth
- 3.2.3. Taiwan Monthly Sales Trends
3.3. Electronic Goods Market
- 3.3.1. Electronic Goods Market
- 3.3.2. Automotive Sales
- 3.3.3. Servers / IT
3.4. Semiconductor Fabrication Growth & Expansion
- 3.4.1. Fab Expansion Announcement Summary
- 3.4.2. Worldwide Fab Expansion Driving Growth
- 3.4.3. Equipment Spending Trends
- 3.4.4. Technology Roadmaps
- 3.4.5. Policy and Trade Issues
3.5. Semiconductor Materials Outlook
- 3.5.1. Could Materials Capacity Limit Chip
Production Schedules
- 3.5.2. Continued Logistics Issues Plague the Western World
- 3.5.3. Wafer Start Growth
- 3.5.4. Materials Forecast

4. Material Market Drivers & Dynamics

4.1. Ceramic Material Applications and Suppliers
- 4.1.1. Thermal Processes
- 4.1.2. Dry Etching Process
- 4.1.3. Deposition: Plasma CVD and PVD
- 4.1.4. Epitaxial Process
4.2. Material Shortages and Supply Chain Constraints
4.3. Materials Trends
4.4. Technical Drivers / Material Changes and Transitions
- 4.4.1. Material Trends for the Leading-Edge
- 4.4.2. Trends/Impact/Status of Legacy Materials (200 mm & 150 mm)
4.5. Comment on Regional Trends/Drivers
4.6. EHS, Logistic, AND Exogenous (Weather) Market Issues

5. Supplier Market Landscape

5.1. Ceramics Overall Market Size and Forecast
- 5.1.1. Ceramic Components Fabricators:
5.2. Ceramic Suppliers Total Market Share Roll-up
5.3. Ceramic Component Market Summary
- 5.3.1. 2022 to 2023 Market Dynamics-OEMS and Chip Fabs
5.4. M&A Activity
5.5. Expansions or New Plants of Existing Suppliers
5.6. Suppliers or Parts/Product Line that Are at Risk of Discontinuation
5.7. Pricing Trends
5.8. Aluminum Nitride (AlN) Market Segment
- 5.8.1. AlN Competitive Market Shares & Activity
5.9. Alumina (Al2O3) and Other Oxides (BN, YtO, ZrO) Components
- 5.9.1. Al2O3 Opportunities and Impact of Automotive Applications
5.10. Silicon Carbide / CVD SiC Market Segment
- 5.10.1. CVD SiC
- 5.10.2. Alternatives to SiC Component Technology
5.11. Ceramics Market Regional Activity
5.12. Ceramic Fabrication by Process Segment

6. Sub tier material supply chain

6.1. Sub-Tier, Ceramic Blank Manufacturers
6.2. Aluminia (Al2O3) Production Process
- 6.2.1. Vertically Integrated Alumina Producers
6.3. Silicon Carbide-SiC Sub-tier Players & Price Points
6.4. Yttria Powder Production Players & Price Points
6.5. M&A of Raw Materials Companies
6.6. New Plants or Expansions
6.7. Plant Closures & Products at risk of discontinuation

7. Supplier profiles (Fabricators)

8. Appendices

Table of figures

Figure 1: Total Ceramics Market Forecast and Growth Estimates (2022-2027)
Figure 2: Global Economy and the Electronics Supply Chain
Figure 3: Worldwide Semiconductor Sales
Figure 4: Monthly Sales Trends of Taiwan Outsource Manufacturers
Figure 5: 2022 Semiconductor Chip Applications
Figure 6: Mobile Phone Shipments WW Estimates
Figure 7: Worldwide PC and Tablet Forecast, 2021, Q3
Figure 8: Electrification Trend by World Region
Figure 9: Semiconductor Spend per Vehicle Type
Figure 10: Chip Expansions 2022-2027, about US$336 B
Figure 11: US Chip Fab Expansions
Figure 12: Overview of Logic Device Technology Roadmaps
Figure 13: Europe Chip Expansion Upside
Figure 14: 200mm Wafer Equiv Starts/year
Figure 15: Global Semiconductor Materials Outlook
Figure 16: Ceramic Products for Semiconductor Applications
Figure 17: Fabricated Ceramics Components for Thermal Process
Figure 18: Fabricated Ceramics Components for Dry Etching Process
Figure 19: Total Ceramics Market Forecast and Growth Estimates (2020-2027)
Figure 20: 2022 Market Shares for All Ceramics (incl. SiC/CVD SiC)
Figure 21: WW Ceramics Components Forecast
Figure 22: Aluminum Nitride (AlN) Components Forecast and Growth Estimate
Figure 23: AlN Parts Fabricator Market Share Estimates (as a % of total revenues)
Figure 24: Alumina (+ other oxides) Component Revenue Forecast Estimate
Figure 25: Alumina + BN, Yt2O3, ZrO2 Parts Fabricator Market Share Estimate (as a % of total revenues)
Figure 26: 99.8% and HPA (99.99) Alumina Components Forecast (metric tons)
Figure 27: SiC Components Market Revenues ($M's USD)
Figure 28: SiC (+ CVD SiC) Components Market Shares (as a % of total revenues)
Figure 29: CVD SiC Components Market Forecast
Figure 30: CVD SiC Components by Share of Application (as % of total revenues)
Figure 31: CVD SiC Components Relative Pricing
Figure 32: 2022 Regional Sales / Shares of Equipment Components (% of end-use location)
Figure 33: 2023 Regional Performance Comparison of Fabricators by Country (1=2022 Revenue)
Figure 34: 2022 Equipment and Ceramic Parts Demand by Technology Nodes
Figure 35: Global Bauxite Mining Locations (as a % of total metric tons)
Figure 36: Alumina Production by Region (as a % of total metric tons)
Figure 37: Specialty Alumina Powder by Supplier (Raw Material as a % of total metric tons)

LIST OF TABLES

Table 1: Ceramic Segment Revenues and CAGRs
Table 2: TECHCET Critical Material Reports
Table 3: Global GDP and Semiconductor Revenues
Table 4: Table 3: IMF World Economic Outlook
Table 5: Total Fabricated Ceramic Components Revenue History and Forecast*
Table 6: Ceramic Fabricators (including SiC) Offerings
Table 7: 2022 TECHCET WW Ceramics Components 5-year Forecast
Table 8: Total SIC Components Market Revenues Forecast and CVD SiC Split ($M's USD)
Table 9: Production Ranking of Ceramic Blank Manufacturers
Table 10: Product Offerings and Purity of Leading Alumina Powder Producers
Table 11: High Purity Silicon Carbide Powder Producers Ranking
Table 12: High Purity Alumina Nitride Powder Producers Ranking