Lithography Materials Market Report (a Critical Materials Report) 2023-2024

Description

List of Tables

This report covers the Photolithography materials market and supply chain for those materials used in semiconductor device fabrication. The report contains data and analysis from TECHCET's database and Sr. Analyst experience, as well as that developed from primary and secondary market research. This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

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

1. EXECUTIVE SUMMARY

1.1. MARKET TRENDS IMPACTING LITHOGRAPHY
1.2. TECHNICAL TRENDS IMPACTING LITHOGRAPHY
1.3. PHOTORESIST REVENUE 5-YEAR FORECAST
- 1.3.1. ANCILLARY AND EXTENSION REVENUE 5-YEAR FORECAST
1.4. YEAR 2022 IN REVIEW-2022 LITHOGRAPHY TRENDS/ LESSONS
1.5. MARKET TRENDS IMPACTING LITHOGRAPHY MATERIALS OUTLOOK
1.6. COMPETITIVE LANDSCAPE
1.7. EHS ISSUES/CONCERNS n 0 PFAS
1.8. ANALYST ASSESSMENT
- 1.8.1. ANALYST TECHNOLOGY UPDATE

2. SCOPE, PURPOSE AND METHODOLOGY

2.1. PURPOSE
2.2. METHODOLOGY
2.3. 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
  - 3.2.2.1. ELECTRIC VEHICLE (EV) MARKET TRENDS
  - 3.2.2.2. INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
- 3.2.3. SERVERS / IT MARKET
3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
- 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
  - 3.3.1.1. NEW FABS IN THE US
- 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. PHOTORESIST SEGMENT

4.1. MARKET MACRO TRENDS
4.2. PHOTORESIST REVENUE FORECAST
- 4.2.1. EUV PHOTORESIST-MARKET OVERVIEW
- 4.2.2. ARF (193) & ARFI (193 IMMERSION)-MARKET OVERVIEW
- 4.2.3. KRF (248NM) PHOTORESIST-MARKET OVERVIEW
- 4.2.4. G & I LINE-MARKET OVERVIEW
4.3. PHOTORESIST MARKET SHARES
- 4.3.1. PHOTORESIST SUPPLIER REFLECTION
- 4.3.2. SUPPLIERS PHOTORESIST
  - 4.3.2.1. DUPONT SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.2. DONGJIN SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.3. FUJIFILM SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.4. JSR SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.5. MERCK KGAA, EMD ELECTRONICS SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.6. (SHIN-ETSU) SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.7. SUMITOMO SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.8. TOK SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  - 4.3.2.9. SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
  - 4.3.2.10. SUB-TIER SUPPLY-CHAIN CHINESE PRODUCERS
4.4. PHOTORESIST TECHNOLOGY TRENDS
- 4.4.1. PATTERNING TECHNOLOGY TRENDS
- 4.4.2. PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE
- 4.4.3. 3DNAND TECHNOLOGY TRENDS (INCREASING LITHOGRAPHY STEPS)
- 4.4.4. PHOTORESIST TECHNOLOGY TRENDS (PLATFORM TRANSITIONS)
  - 4.4.4.1. THE EVOLUTION (A LITHO MATERIALS PERSPECTIVE): POLYMER PLATFORM TRANSITION AS WELL AS A DEVELOPER TRANSITION @ EUV
- 4.4.5. PATTERNING TRENDS
  - 4.4.5.1. PATTERNING TECHNOLOGY TRENDS
  - 4.4.5.2. DYNAMIC SELF ASSEMBLY PROCESS
- 4.4.6. KEY MATERIAL (MACRO)TECHNOLOGY TRENDS (PATTERNING MATERIAL TRANSITIONS TO WATCH)
4.5. REGIONAL TRENDS
- 4.5.1. REGIONAL TRENDS-MATERIAL COMPANY EXPANSIONS SUMMARY
4.6. EHS ISSUES
4.7. ASSESSMENT OF PHOTORESIST SEGMENT

5. ANCILLARY AND EXTENSIONS MARKET SEGMENT

5.1. MARKET LANDSCAPE FOR ANCILLARIES
5.2. ANCILLARY FORECASTS
- 5.2.1. ANCILLARIES (EBR, DEVELOPERS, PREWETS AND RINSES) VOLUMES FORECAST
- 5.2.2. ANCILLARIES (EDGE BEAD REMOVAL AND PREWET) REVENUE FORECAST
- 5.2.3. ANCILLARIES (EDGE BEAD REMOVAL AND PREWET) VOLUMES FORECAST
- 5.2.4. ANCILLARIES (NEGATIVE TONE RESIST DEVELOPER AND RINSE) REVENUES FORECAST
- 5.2.5. ANCILLARIES (NEGATIVE TONE RESIST DEVELOPER AND RINSE) VOLUMES FORECAST
- 5.2.6. ANCILLARIES (POSITIVE TONE RESIST DEVELOPER) REVENUE FORECAST
- 5.2.7. ANCILLARIES (POSITIVE TONE RESIST DEVELOPER) VOLUMES FORECAST
5.3. KEY SUPPLIERS OF EXTENSION MATERIALS
- 5.3.1. SELECT EXTENSION AND ANCILLARY SUPPLIERS
5.4. EXTENSION MATERIALS FORECASTS
- 5.4.1. EXTENSIONS (BOTTOM COATINGS) REVENUE FORECAST
- 5.4.2. EXTENSIONS (BOTTOM COATINGS) VOLUMES FORECAST
- 5.4.3. EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST
- 5.4.4. EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST
- 5.4.5. EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST
- 5.4.6. EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST
- 5.4.7. EXTENSIONS SPIN-ON CARBON BOTTOM ANTIREFLECTIVE COATING REVENUE FORECAST
- 5.4.8. EXTENSIONS SPIN-ON CARBON BOTTOM ANTIREFLECTIVE COATING VOLUMES FORECAST
- 5.4.9. EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST
- 5.4.10. EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST
5.5. ANCILLARY AND EXTENSION MATERIALS TECHNOLOGIES
- 5.5.1. MATERIAL CHANGES DRIVEN BY NEW PROCESSES (193NM IMMERSION TO EUV)
- 5.5.2. THE DEVELOPER TRANSITION
- 5.5.3. SOLVENT IMPACT: TRANSITION FROM POSITIVE PHOTORESIST TO NEGATIVE PHOTORESIST
5.6. ANCILLARY SUPPLY LANDSCAPE (NON-PHOTORESIST MAKERS)
5.7. ANCILLARY AND EXTENSION MATERIALS ASSESSMENT
- 5.7.1. ANALYST ASSESSMENT (ANCILLARIES)
- 5.7.2. ANALYST ASSESSMENT (EXTENSIONS)

6. SUPPLY-CHAIN "NEW" ENTRANTS

6.1. SUPPLY-CHAIN "NEW" ENTRANTS-LAM RESEARCH
6.2. SUPPLY-CHAIN "NEW" ENTRANTS-S. KOREA-DONGJIN SEMICHEM
- 6.2.1. SUPPLY CHAIN EXPANSIONS-CHINA
6.3. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
6.4. SUPPLY-CHAIN PRICING TRENDS
6.5. SUPPLY-CHAIN OTHER THOUGHTS
6.6. REFERENCES

7. SUPPLIER PROFILES

Avantor
AllresistGesellschaftfürchemische
BASF
BrewerScience
Chang Chun Petrochemical
DongjinChemical
...and 20+ more

LIST OF FIGURES

FIGURE 1: PHOTORESIST REVENUE FORECAST
FIGURE 2: TOTAL ANCILLARY AND EXTENSION REVENUE FORECAST
FIGURE 3: BOTTOM ANTI-REFLECTIVE COATINGS (BARCS) HOW THEY WORK, EXAMPLE
FIGURE 4: 2022 MARKET SHARE ESTIMATES OF TOP 3 PHOTORESIST COMPANIES
FIGURE 5: ASML EUV SYSTEM BEAM PATH NXE: 3400B
FIGURE 6: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
FIGURE 7: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 8: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
FIGURE 9: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
FIGURE 10: 2022 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 11: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 12: WORLDWIDE PC AND TABLET FORECAST
FIGURE 13: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 14: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
FIGURE 15: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
FIGURE 16: CHIP EXPANSIONS 2022-2027 US$366 B
FIGURE 17: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 18: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
FIGURE 19: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP
FIGURE 20: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
FIGURE 21: EUROPE CHIP EXPANSION UPSIDE
FIGURE 22: PORT OF LA
FIGURE 23: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
FIGURE 24: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 25: PHOTORESIST REVENUE FORECAST
FIGURE 26: EUV PHOTORESIST REVENUE FORECAST (US$ MILLIONS)
FIGURE 27: EUV PHOTORESIST VOLUME FORECAST
FIGURE 28: ARF PHOTORESIST REVENUE FORECAST
FIGURE 29: ARF PHOTORESIST VOLUME FORECAST
FIGURE 30: KRF PHOTORESIST REVENUE FORECAST
FIGURE 31: KRF (248NM) PHOTORESIST VOLUME FORECAST
FIGURE 32: G&I PHOTORESIST REVENUE FORECAST
FIGURE 33: G&I PHOTORESIST VOLUME FORECAST
FIGURE 34: 2022 PHOTORESIST MARKET SHARES ESTIMATES (% OF WW REVENUES)
FIGURE 35: GENERAL SCHEMATIC OF LITHO EXPOSURES BY DEVICE TYPE
FIGURE 36: EXAMPLE OF 3D NAND SCALING BY STACKS/TIERS
FIGURE 37: SCANNER TECHNOLOGY TRENDS ARF TO EUV
FIGURE 38: EVOLUTION OF PHOTORESIST CHEMISTRY
FIGURE 39: NANO IMPRINT LITHOGRAPHY:
FIGURE 40: CONVENTIONAL AND SELECTIVE DIRECTED SELF-ASSEMBLY
FIGURE 41: ANCILLARY REVENUES FORECAST
FIGURE 42: ANCILLARY VOLUME FORECAST
FIGURE 43: EBR AND PREWET REVENUE FORECAST
FIGURE 44: EBR AND PREWET VOLUME FORECAST
FIGURE 45: NTD CHEMICALS REVENUE FORECAST
FIGURE 46: NTD CHEMICALS VOLUME FORECAST
FIGURE 47: POSITIVE TONE DEVELOPER REVENUES FORECAST (US$M)
FIGURE 48: PTD VOLUME FORECAST (KILOLITERS/YR)
FIGURE 49: EXTENSION MATERIALS REVENUE FORECAST
FIGURE 50: EXTENSION VOLUME FORECAST
FIGURE 51: SI BARC REVENUE FORECAST (US$M)
FIGURE 52: SI BARC VOLUME FORECAST
FIGURE 53: KRF BARAC REVENUE FORECAST
FIGURE 54: KRF BARC VOLUME FORECAST
FIGURE 55: SOC REVENUE FORECAST
FIGURE 56: SOC VOLUME FORECAST
FIGURE 57: ARF BARC REVENUE FORECAST
FIGURE 58: ARF BARC VOLUMES/YEAR FORECAST
FIGURE 59: DEVELOPER TRANSITION
FIGURE 60: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST
FIGURE 61: LAM RESEARCH DRY RESIST

LIST OF TABLES

TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 2: IMF ECONOMIC OUTLOOK*
TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
TABLE 4: REGIONAL SEMICONDUCTOR TRENDS
TABLE 5: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY
TABLE 6: SOLVENT SUPPLIERS
TABLE 7: KEY SUPPLIERS OF EXTENSION MATERIALS
TABLE 8: ANCILLARY SUPPLIER LANDSCAPE