Electronic Gases including Ne & Xe Market Report (a Critical Materials Report) 2023-2024

Description

List of Tables

This report covers the electronic gas materials market and supply-chain for these materials used in semiconductor device fabrication. One of the challenges that the gas companies encounter is profitability due to the timing of investments and industry downturns for large installations like Air Separation Units (ASUs) and Semiconductor fabs. In the meantime, new suppliers are emerging in the China market to support the "Made in China" program backed by the government. When these suppliers gain in capability and capacity, their influence could dramatically impact the gas supply chain in the next 3+ years.

This report comes with 3 Quarterly Updates featuring updated market information and forecasting from the report analyst.

1. EXECUTIVE SUMMARY

1.1. ELECTRONIC GAS MARKET-HISTORICAL AND 5-YEAR FORECAST
1.2. MARKET DRIVERS FOR THE SPECIALTY GAS MARKET
- 1.2.1. SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND
1.3. MARKET TRENDS
1.4. TECHNOLOGY TRENDS-DEVICE ROADMAP
- 1.4.1. TECHNOLOGY TRENDS-DEVICE SEGMENT OPPORTUNITIES
1.5. COMPETITIVE LANDSCAPE-ELECTRONIC GAS MARKET SHARE
1.6. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
1.7. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM LOGIC PRODUCTION
1.8. MARKET ASSESSMENT SUMMARY

2. SCOPE, PURPOSE AND METHODOLOGY

2.1. SCOPE
2.2. PURPOSE
2.3. METHODOLOGY
2.4. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

3. SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

3.1. WORLDWIDE ECONOMY
- 3.1.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
- 3.1.2. SEMICONDUCTOR SALES GROWTH
- 3.1.3. TAIWAN MONTHLY SALES TRENDS
- 3.1.4. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
3.2. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
- 3.2.1. SMARTPHONES
- 3.2.2. PC UNIT SHIPMENTS
- 3.2.3. SERVERS / IT MARKET
3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
- 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
- 3.3.2. WW FAB EXPANSION DRIVING GROWTH
- 3.3.3. EQUIPMENT SPENDING TRENDS
- 3.3.4. TECHNOLOGY ROADMAPS
- 3.3.5. FAB INVESTMENT ASSESSMENT
3.4. POLICY & TRADE TRENDS AND IMPACT
3.5. SEMICONDUCTOR MATERIALS OVERVIEW
- 3.5.1. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?
- 3.5.2. LOGISTICS ISSUES EASED DOWN
- 3.5.3. TECHCET WAFER STARTS FORECAST THROUGH 2027
- 3.5.4. TECHCET'S MATERIAL FORECAST

4. ELECTRONIC GASES MARKET TRENDS

4.1. MARKET TRENDS DRIVING THE ELECTRONIC GAS BUSINESS
4.2. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 4.2.1. WF6 DEMAND DRIVERS
- 4.2.2. WF6 MARKET DEMAND
- 4.2.3. WF6 MARKET DEMAND-MO ALD IP FILING
- 4.2.4. WF6 MARKET DEMAND
4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
- 4.3.1. GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD TO PECVD
- 4.3.2. MARKET TRENDS BY DEVICE TYPE AND NODE-ADVANCED DEVICES
- 4.3.3. MARKET TRENDS-ADVANCED LOGIC
- 4.3.4. MARKET TRENDS-WAFER STARTS DRAM
- 4.3.5. MARKET TRENDS-WAFER STARTS NAND
- 4.3.6. DEPOSITION PROCESS BY DEVICE TYPE AND MATERIAL-AN OVERVIEW
- 4.3.7. ETCH PROCESS BY DEVICE TYPE-ATOMIC LAYER ETCHING ALE
- 4.3.8. SUMMARY OF TECHNICAL TRENDS AND OPPORTUNITIES
4.4. REGIONAL TRENDS
- 4.4.1. REGIONAL TRENDS-LINDE
- 4.4.2. REGIONAL TRENDS-AIR LIQUIDE
- 4.4.3. REGIONAL TRENDS-AIR PRODUCTS
- 4.4.5. REGIONAL TRENDS-TAIYO NIPPON SANO
- 4.4.6. REGIONAL TRENDS-KOREA
- 4.4.7. REGIONAL TRENDS-JAPAN
- 4.4.8. REGIONAL TRENDS-JAPAN & KOREA
- 4.3.15. REGIONAL TRENDS-CHINA
- 4.4.9. REGIONAL TRENDS-RUSSIA
- 4.4.10. REGIONAL TRENDS-USA
4.5. GENERAL COMMENTS ON SPECIFICATIONS AND PURITY
4.6. ELECTRONIC GAS SUPPLY CHAIN RISK FACTORS
- 4.6.1. GEOPOLITICAL RISKS
- 4.6.2. RUSSIA RISKS
- 4.6.3. SUPPLY CHAIN RISKS-RAW MATERIAL PRICING
- 4.6.4. LOGISTICS
4.7. MARKET TRENDS ASSESSMENT

5. EHS AND SUSTAINABILITY ISSUES

5.1. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
5.2. EHS AND LOGISTICS ISSUES
5.3. EHS AND LOGISTIC ISSUE-GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
5.4. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM AIR GASES (NEON)
- 5.4.1. ASU ENERGY CONSUMPTION-GHG EMISSIONS
- 5.4.2. ASU ENERGY CONSUMPTION-GHG EMISSIONS
- 5.4.3. CARBON FOOTPRINT OF SHIFTING NEON SUPPLY FROM UKRAINE TO CHINA
- 5.4.4. CARBON FOOTPRINT OF NEON PRODUCTION
- 5.4.5. CARBON FOOTPRINT OF NEON SHIPPING IN GAS ISO CONTAINER
- 5.4.6. DRAFT CALCULATION TRANSPORT: CHINA VS UKRAINE
5.5. SUSTAINABLE SEMICONDUCTOR PROCESSES AND MANUFACTURING TECHNOLOGIES
5.6. HELIUM-SUSTAINABLE PRODUCTION-GREEN HELIUM
5.7. HELIUM-SUSTAINABLE PRODUCTION-GREEN HELIUM
5.8. NF3 REPLACEMENT: F2 GAS
- 5.8.1. FLUORINATED GAS REGULATIONS
- 5.8.3. LINDE F-GAS INSTALLATION
- 5.8.4. ENVIRONMENT REGULATION RISK-IMPLEMENTED TREATIES AND PROTOCOLS

6. ELECTRONIC GASES MARKET STATISTICS & FORECASTS

6.1. ELECTRONIC GAS MARKET-HISTORICAL AND 5-YEAR FORECAST
- 6.1.1. INDUSTRIAL GAS MARKET
- 6.1.2. ELECTRONIC GAS MA
- 6.1.3. SUPPLIER LIST, FINANCIALS AND PROFILES
- 6.1.4. MARKET DRIVERS FOR THE SPECIALTY GAS MARKET
6.2. SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND RKET SHARE
- 6.2.1. HE 5-YEAR SUPPLY & DEMAND
- 6.2.2. NE 5-YEAR SUPPLY & DEMAND
- 6.2.3. NEON
- 6.2.4. XE 5-YEAR SUPPLY & DEMAND
- 6.2.5. NF3 5-YEAR SUPPLY & DEMAND
- 6.2.6. TUNGSTEN HEXAFLUORIDE 5-YEAR SUPPLY & DEMAND
6.3. M&A ACTIVITIES
6.4. NEW PLANTS
- 6.4.1. NEW PLANTS, LINDE EXPANSIONS 2023
- 6.4.2. NEW PLANTS, AIR LIQUIDE EXPANSIONS 2022/2023
- 6.4.3. NIHON SUO HOLDING CO., LTD. TO INCREASE DIBORANE CAPACITY
6.5. SUPPLIER PLANT CLOSURES
- 6.5.1. NEW ENTRANTS-SK MATERIALS, SHOWA DENKO SEEK JOINT ENTRY INTO US SEMICONDUCTOR GAS MARKET
- 6.5.2. NEW ENTRANTS-RESONAC
- 6.5.3. NEW ENTRANTS-NEON, CHINA
6.6. PRICING TRENDS
6.7. GAS SUPPLY ASSESSMENT

7. SUB TIER MATERIAL SUPPLY CHAIN

7.1. SALES CHANNELS
7.2. LOGISTICS REQUIREMENTS
- 7.2.1. SUB-TIER SUPPLY-CHAIN: TUNGSTEN DISRUPTIONS
7.3. SUB-TIER SUPPLY-CHAIN M&A ACTIVITY
7.4. SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
7.5. SUB-TIER SUPPLY-CHAIN PRICING TRENDS
7.6. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

8. SUPPLIER PROFILES

ADEKA CORPORATION
AIR LIQUIDE
AZMAX CO., LTD
DNF CO., LTD
ENTEGRIS
...and 20+ more

9. APPENDIX

9.1. GASES USED BY MULTIPLE INDUSTRIES
- 9.1.1. SPECIALTY GAS INDUSTRY MATRIX
- 9.1.2. GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING
- 9.1.3. GASES USED IN THE DISPLAY INDUSTRY
9.2. SUPPLIER LISTING BY GAS TYPE
- 9.2.1. HYDRIDES
- 9.2.2. SILICON PRECURSORS (SILANES)
- 9.2.3. ETCHANTS/CHAMBER CLEAN
- 9.2.4. DEPOSITION/MISC
- 9.2.5. BULK GASES
9.3. ETCH GAS ROADMAPS
- 9.3.1. ETCH ROADMAPS 1 OF 3
- 9.3.2. ETCH ROADMAPS 2 OF 3
- 9.3.3. ETCH ROADMAPS 3 OF 3

LIST OF FIGURES

FIGURE 1: ELECTRONIC GAS MARKET
FIGURE 2: ELECTRONIC GAS MARKET SEGMENTATION
FIGURE 3: TECHCET WAFER START FORECAST BY NODE
FIGURE 4: TECHNOLOGY ROADMAP DEVICES
FIGURE 5: TOTAL ELECTRONIC GAS MARKET SHARE 2021, US$6,3 BILLION
FIGURE 6: AIR GAS BOILING POINT
FIGURE 7: COMPARISON OF CO2 EMISSIONS FROM VARIOUS TRANSPORTATION MODES
FIGURE 8: OCEAN CONTAINER PRICE INDEX-JULY '20 TO MARCH '23
FIGURE 9: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
FIGURE 10: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 11: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
FIGURE 12: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
FIGURE 13: 2022 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 14: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 15: WORLDWIDE PC AND TABLET FORECAST
FIGURE 16: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 17: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
FIGURE 18: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
FIGURE 19: CHIP EXPANSIONS 2022-2027 US$366 B
FIGURE 20: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 21: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
FIGURE 22: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
FIGURE 23: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
FIGURE 24: EUROPE CHIP EXPANSION UPSIDE
FIGURE 25: PORT OF LA
FIGURE 26: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
FIGURE 27: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 28: 2D PHASE OF BORON AS POSSIBLE FUTURE TRANSISTOR CHANNEL
FIGURE 29: 3DNAND MARKET SHARE 2022
FIGURE 30: 3DNAND STRUCTURE
FIGURE 31: MO PRECURSORS
FIGURE 32: PATENT FAMILIES FILED FOR MOLYBDENUM ALD IN THE MEMORY SPACE
FIGURE 33: WAFER START FORECAST SHOWING TWO TIMING SCENARIOS WHERE MO COULD BE INTRODUCED (MILLIONS OF 200 MM EQUIVALENT / YEAR)
FIGURE 34: 3D DEVICE ARCHITECTURES
FIGURE 35: FORECASTS--WAFER STARTS 2021 TO 2027
FIGURE 36: FORECASTS--WAFER STARTS LOGIC 300 MM
FIGURE 37: SAMSUNG START 3 NM PILOT RAMP USING GAA-FET TECHNOLOGY JUNE 2022
FIGURE 38: IMEC 2022 LOGIC ROADMAP
FIGURE 39: APPLIED MATERIALS CENTURA PATTERN SHAPING CLUSTER
FIGURE 40: FORECASTS--WAFER STARTS DRAM 300 MM
FIGURE 41: IP FILING IN THE FIELD OF 3DRAM IS ACCELERATING
FIGURE 42: FORECASTS--WAFER STARTS NAND 300 MM
FIGURE 43: PATHWAYS FOR CONTINUED 3D NAND SCALING
FIGURE 44: 3DNAND SCALING FROM 1 STACK TO 4 STACKS
FIGURE 45: SELECTIVE W LOWERS RESISTANCE
FIGURE 46: FINFET/GAA TRANSITION
FIGURE 47: SELECTIVITY IMPROVEMENT WITH ALE
FIGURE 48: ALD AND ALE ROADMAPS OF INTEL, TSMC AND SAMSUNG
FIGURE 49: DEP-ALE STI FILL AND RECESS ETCH
FIGURE 50: PLASMA AND THERMAL ALE PROCESSES
FIGURE 51: AIR LIQUIDE FINANCIALS (ANNUAL REPORT 2022 PENDING)
FIGURE 52: KOREA 2021 NEON IMPORTS
FIGURE 53: RESONAC BUSINESS SEGMENT REVENUE 2022
FIGURE 54: TOTAL HELIUM PRODUCTION 160 MILLION M3
FIGURE 55: FLUORSPAR PRICE IN US 2014-2022
FIGURE 56: OCEAN CONTAINER PRICE INDEX-JULY '20 TO MARCH '23
FIGURE 57: CO2 EMISSIONS CONTRIBUTIONS WITHIN A CHIP FAB
FIGURE 58: GLOBAL WARMING IMPACT FROM VARIOUS PROCESS GASES
FIGURE 59: TOTAL EMISSIONS AND ENERGY USE PROJECTION PER LOGIC NODE
FIGURE 60: CO2EQ OUTPUT FROM ETCH GASES
FIGURE 61: AIR SEPARATION UNIT FLOW CHART
FIGURE 62: AIR GAS BOILING POINT
FIGURE 63: CARBON GENERATION FROM AIR SEPARATION PROCESSES
FIGURE 64: COMPARISON OF CO2 EMISSIONS FROM VARIOUS TRANSPORTATION MODES
FIGURE 65: F2 AND NF3 ACTIVATION
FIGURE 66: ELECTRONIC GAS MARKET
FIGURE 67: TOTAL INDUSTRIAL GAS MARKET 2021, US$97 BILLION
FIGURE 68: TOTAL ELECTRONIC GAS MARKET 2021, US$6,3 BILLION
FIGURE 69: ELECTRONIC GAS MARKET SEGMENTATION
FIGURE 70: HE WW SUPPLY AND DEMAND
FIGURE 71: 2027 HELIUM SUPPLY
FIGURE 72: TOTAL NEON DEMAND VS. SUPPLY
FIGURE 73: KOREA 2021 NEON IMPORTS
FIGURE 74: TOTAL XENON DEMAND VS. SUPPLY (MILLION LITERS/YR)
FIGURE 75: TOTAL KRYPTON DEMAND VS. SUPPLY (MILLION LITERS/YR)
FIGURE 76: NF3 SUPPLY/DEMAND
FIGURE 77: AWF6 FORECAST
FIGURE 78: HARDMASK SCHEMATIC
FIGURE 79: LATEST SITUATION MAP IN UKRAINE, SHOWING TAKEN MAURIUPOL BUT ODESSA STILL FREE
FIGURE 80: RESONAC BUSINESS SEGMENT REVENUE 2022
FIGURE 81: RARE GAS PRICE ESCALATION
FIGURE 65: F2 AND NF3 ACTIVATION
FIGURE 66: ELECTRONIC GAS MARKET
FIGURE 67: TOTAL INDUSTRIAL GAS MARKET 2021, US$97 BILLION
FIGURE 68: TOTAL ELECTRONIC GAS MARKET 2021, US$6,3 BILLION
FIGURE 69: ELECTRONIC GAS MARKET SEGMENTATION
FIGURE 70: HE WW SUPPLY AND DEMAND
FIGURE 71: 2027 HELIUM SUPPLY
FIGURE 72: TOTAL NEON DEMAND VS. SUPPLY
FIGURE 73: KOREA 2021 NEON IMPORTS
FIGURE 74: TOTAL XENON DEMAND VS. SUPPLY (MILLION LITERS/YR)
FIGURE 75: TOTAL KRYPTON DEMAND VS. SUPPLY (MILLION LITERS/YR)
FIGURE 76: NF3 SUPPLY/DEMAND
FIGURE 77: AWF6 FORECAST
FIGURE 78: HARDMASK SCHEMATIC
FIGURE 79: LATEST SITUATION MAP IN UKRAINE, SHOWING TAKEN MAURIUPOL BUT ODESSA STILL FREE
FIGURE 80: RESONAC BUSINESS SEGMENT REVENUE 2022
FIGURE 81: RARE GAS PRICE ESCALATION
FIGURE 82: HE MATERIALS SUPPLIER TIER STRUCTURE
FIGURE 83: TUNGSTEN USE BY INDUSTRY (TECHCET ESTIMATE)
FIGURE 84: ELECTRONIC SPECIALTY GASES
FIGURE 85: BULK GASES 177

LIST OF TABLES

TABLE 1: SPECIALTY AND BULK GAS REVENUE 2022, 2027
TABLE 2: ELECTRONIC GAS MARKET GROWTH RATES BY END MARKET
TABLE 3: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND
TABLE 4: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE & PROCESS TECHNOLOGY
TABLE 5: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 6: IMF ECONOMIC OUTLOOK*
TABLE 7: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
TABLE 8: OVERVIEW OF DEPOSITION PROCESSES BY DEVICE TYPE AND MATERIAL
TABLE 9: ETCH GASES SUMMARY TABLE
TABLE 10: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE
TABLE 11: LINDE FINANCIALS AND REGIONAL SALES
TABLE 12: AIR PRODUCTS REGIONAL FINANCIALS
TABLE 13: TAIYO NIPPON SANSO REGIONAL FINANCIALS
TABLE 14: ESTIMATED SUPPLY CHAIN SUPPLIER RANKING
TABLE 15: REGIONAL SUMMARY OF GAS MARKET
TABLE 16: CO2 EMISSIONS PER TONS SHIPPED BY OCEAN, TRUCK OR RAIL
TABLE 17: GAS GWP AND ATMOSPHERIC LIFETIME
TABLE 18: ELECTRONIC GAS MARKET SIZE AND GROWTH
TABLE 19: TOTAL REVENUE 2022 COMPARED TO 2021 OF MAJOR GAS COMPANIES AND GAS SUPPLIERS
TABLE 20: ELECTRONIC GAS MARKET GROWTH RATES BY END MARKET
TABLE 21: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND
TABLE 22: M&A ACTIVITIES
TABLE 23: SPECIALTY GAS INDUSTRY MATRIX
TABLE 24: GASES USED IN FPD MANUFACTURING
TABLE 25: HYDRIDE GAS SUPPLIERS
TABLE 26: SILICON PRECURSOR SUPPLIERS
TABLE 27: ETCHANT GAS SUPPLIERS
TABLE 28: DEPOSITION/MISC. GAS SUPPLIERS
TABLE 29: BULK GAS SUPPLIERS
TABLE 30: ETCH ROADMAPS
TABLE 31: ETCH ROADMAPS
TABLE 32: ETCH ROADMAPS