Silicon Wafers Market Report (a Critical Materials Report) 2023-2024

Description

List of Tables

This report covers the silicon wafer market and supply-chain for those wafers used in semiconductor device fabrication. The report contains data and analysis from TECHCET's data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. SOI is also covered as it is a growing portion of the overall supply-chain of semiconductor device substrates. SiC wafers is also included for an in-depth look at silicon carbide wafers and SiC manufacturing, we recommend the reader obtain TECHCET's Report on Silicon Carbide Wafers and Manufacturing Challenges. 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. WAFER BUSINESS-MARKET OVERVIEW
1.2. MARKET TRENDS IMPACTING 2023 OUTLOOK
1.3. WAFER BUSINESS-MARKET OVERVIEW
1.4. FIRST QUARTER 2023 FINANCIALS OF TOP 5
1.5. WAFER SEGMENT TRENDS
1.6. SILICON WAFER 5-YEAR FORECAST BY REVENUES
1.7. TECHNOLOGY TRENDS
1.8. COMPETITIVE LANDSCAPE
1.9. EHS ISSUES/CONCERNS
1.10. ANALYST ASSESSMENT

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. WAFERS MARKET TRENDS

4.1. MARKET TRENDS-OUTLINE
- 4.1.1. 2022 WAFER MARKET LEADING INTO 2023
- 4.1.2. WAFER MARKET OUTLOOK
- 4.1.3. TRENDS-SILICON WAFER SHIPMENTS DECLINED IN 1Q2023
4.2. SILICON WAFER SUPPLY CAPACITY AND DEMAND, INVESTMENTS-OUTLINE
- 4.2.1. SILICON WAFER PRODUCTION CAPACITY
- 4.2.2. SILICON WAFER PRODUCTION CAPACITY-EXPANSIONS
- 4.2.3. INVESTMENT ANNOUNCEMENTS-OVERVIEW
- 4.2.4. INVESTMENT ACTIVITY COMMENTS
- 4.2.5. SILICON WAFER PRODUCTION CAPACITY-REGIONAL
- 4.2.6. SILICON WAFER PRODUCTION CAPACITY-300 MM CAPACITY FOR SUPPLIERS
- 4.2.7. SILICON WAFER PRODUCTION CAPACITY-CHINA
- 4.2.8. SUPPLY VS. DEMAND OF 200 MM AND CHINA'S IMPACT
- 4.2.9. SUPPLY VS. DEMAND OF 300 MM
4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS-OUTLINE
- 4.3.1. GENERAL WAFER TECHNOLOGY OVERVIEW
- 4.3.2. SOI AND OTHER ENGINEERED SUBSTRATES AND APPLICATIONS
- 4.3.3. SIC WAFERS
4.4. REGIONAL TRENDS
- 4.4.1. REGIONAL TRENDS AND DRIVERS
4.5. EHS AND LOGISTIC ISSUES
- 4.5.1. EHS ISSUES

5. SUPPLIER MARKET LANDSCAPE

5.1. MARKET STATISTICS & FORECASTS-OUTLINE
- 5.1.1. WAFER MARKET REVENUES ESTIMATE AND FORECAST, SILICON AND SOI
- 5.1.2. SILICON WAFER REVENUES ASP TRENDS
- 5.1.3. SILICON WAFER FORECASTS-WAFER SHIPMENT 5-YEAR FORECAST BY DIAMETER
- 5.1.4. SILICON WAFER FORECASTS-QUARTERLY WAFER SHIPMENT FORECAST THROUGH 4Q2023 BY DIAMETER
- 5.1.5. SUPPLY VS. DEMAND BALANCE-300 MM
- 5.1.6. SUPPLY VS. DEMAND BALANCE-200 MM
- 5.1.7. EPITAXIAL SILICON WAFERS FORECASTS-ANNUAL SILICON EPI WAFER SHIPMENT FORECAST SUMMARY
- 5.1.8. SOI WAFERS-5 YEAR REVENUE FORECAST
- 5.1.9. SILICON WAFER MARKET SHARE
- 5.1.10. FIRST QUARTER 2023-SUPPLIERS' ACTIVITY & REPORTED REVENUES
5.2. M&A ACTIVITY AND PARTNERSHIPS
- 5.2.2. SIC INVESTMENTS & PARTNERSHIPS-SIC
5.3. PLANT CLOSURES
5.4. NEW ENTRANTS
5.5. SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
5.6. PRICING TRENDS
- 5.6.1. WAFER PRICING TRENDS
- 5.6.2. WAFER PRICING TREND GRAPH
5.7. TECHCET ANALYST ASSESSMENT
- 5.7.1. ASSESSMENT OF WAFER SUPPLIERS

6. SUB TIER SUPPLY-CHAIN, POLYSILICON

6.1. SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS
- 6.1.1. POLYSILICON MARKET BACKGROUND
- 6.1.2. POLYSILICON MARKET TRENDS
- 6.1.3. POLYSILICON SOLAR VS. SEMICONDUCTOR GRADE
- 6.1.4. SEMICONDUCTOR GRADE POLYSILICON DEMAND
- 6.1.5. SUB-TIER SUPPLY-CHAIN: POLYSILICON MARKET SHARE
- 6.1.6. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS
- 6.1.7. SEMICONDUCTOR-GRADE POLYSILICON SUPPLIER NEWS`
6.2. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
- 6.2.1. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
6.3. SUB-TIER SUPPLY-CHAIN M&A ACTIVITY
6.4. SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
6.5. SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
6.6. SUB-TIER SUPPLY-CHAIN PLANTS UPDATES
6.7. SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
6.8. SUB-TIER SUPPLY-CHAIN PRICING TRENDS
- 6.8.1. SUB-TIER SUPPLY-CHAIN-POLYSILICON PRICING
6.9. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT
- 6.9.1. SUB-TIER SUPPLY-CHAIN-ANALYST ASSESSMENT

7. SUPPLIER PROFILES

CENGOL
CETC
CHONGQING AST
CREE/WOLFSPEED
ESWIN
GLOBALWAFERS
...and 15+ more

8. APPENDIX

LIST OF FIGURES

FIGURE 1: SILICON WAFER AREA SHIPMENTS
FIGURE 2: COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON
FIGURE 3: TOTAL SILICON WAFER MARKET REVENUES
FIGURE 4: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
FIGURE 5: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
FIGURE 6: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 7: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
FIGURE 8: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
FIGURE 9: 2022 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 10: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 11: WORLDWIDE PC AND TABLET FORECAST
FIGURE 12: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 13: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
FIGURE 14: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
FIGURE 15: CHIP EXPANSIONS 2022-2027 US $366 B
FIGURE 16: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 17: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
FIGURE 18: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
FIGURE 19: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
FIGURE 20: EUROPE CHIP EXPANSION UPSIDE
FIGURE 21: PORT OF LA
FIGURE 22: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
FIGURE 23: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 24: WW QUARTERLY SILICON AREA WAFER SHIPMENTS
FIGURE 25: QUARTERLY WAFER SHIPMENTS FOR 200 MM & 300 MM
FIGURE 26: POTENTIAL IMPACT OF CHINA SUPPLIERS ON 200 MM WAFER CAPACITY
FIGURE 27: 300 MM WAFER SUPPLY/DEMAND FORECAST
FIGURE 28: SOI WAFER APPLICATIONS
FIGURE 29: SIC WAFERING
FIGURE 30: SILICON CARBIDE SEMI-INSULATING WAFER DEMAND
FIGURE 31: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
FIGURE 32: GLOBAL SILICON WAFER REVENUES
FIGURE 33: AGGREGATED ASP TRENDS AND SILICON REVENUES (EXCLUDING SOI)
FIGURE 34: WAFER SHIPMENT FORECAST BY DIAMETER
FIGURE 35: WAFER SHIPMENTS FORECAST THROUGH 4Q2023 BY DIAMETER
FIGURE 36: 300 MM WAFER SUPPLY/DEMAND FORECAST (PREVIOUSLY SHOWN IN SECTION 4.3-PROVIDED HERE FOR COMPLETENESS.)
FIGURE 37: 200 MM WAFER SUPPLY/DEMAND FORECAST
FIGURE 38: EPI WAFER AREA SHIPMENT FORECAST
FIGURE 39: 300 MM EPI WAFER SUPPLY/DEMAND (PREVIOUSLY PROVIDED IN SECTION 4.3. PROVIDED HERE FOR COMPLETENESS)
FIGURE 40: SOI WAFER REVENUE FORECAST
FIGURE 41: 2022 WAFER SUPPLIER MARKET SHARE BY REVENUE
FIGURE 42: TOP 5 WAFER MAKERS' QUARTERLY WAFER SALES COMBINED REVENUES OF SEH, SUMCO, SAS-GLOBALWAFERS, SILTRONIC, SK SILTRON
FIGURE 43: SEH'S ELECTRONIC MATERIAL SALES FY ENDING MARCH 31, 2022
FIGURE 44: SUMCO'S CY1Q2023 SUMMARY
FIGURE 45: GLOBALWAFERS QUARTERLY SALES TRENDS
FIGURE 46: SILTRONIC'S CY1Q2023 SUMMARY
FIGURE 47: SK SILTRON'S CY1Q2022 SUMMARY
FIGURE 48: SOITEC FYQ4 2023 SALES
FIGURE 49: WORLDWIDE SILICON ASP TRENDS (EXCLUDING SOI)
FIGURE 50: AGGREGATED WAFER PRICING TRENDS BY DIAMETER
FIGURE 51: POLYSILICON DEMAND SEMICONDUCTOR VS. SOLAR
FIGURE 52: POLYSILICON DEMAND FORECAST FOR SEMICONDUCTOR WAFERS
FIGURE 53: ENERGY COST TRENDS (REPORTED BY WACKER IN ITS 1Q 2023 REPORT)
FIGURE 54: PRICE TREND IN SOLAR POLYSILICON

LIST OF TABLES

TABLE 1: WAFER MARKET GROWTH OVERVIEW
TABLE 2: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
TABLE 3: IMF ECONOMIC OUTLOOK*
TABLE 4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
TABLE 5: OVERVIEW OF ANNOUNCED 2023 WAFER SUPPLIER INVESTMENTS
TABLE 7: WAFER SUPPLIER MANUFACTURING LOCATIONS
TABLE 8: ESTIMATED 300 MM PRIME WAFER PRODUCTION CAPACITY SHARE
TABLE 9: ESTIMATED CHINA SUPPLIER CAPACITY SHARE
TABLE 10: CHINA WAFER SUPPLIER 300 MM STATUS
TABLE 12: CHINA WAFER SUPPLIER 200 MM STATUS
TABLE 13: ESTIMATED 200 MM WAFER CAPACITY CHINA SUPPLIERS
TABLE 14: REGIONAL WAFER MARKETS
TABLE 16: TOTAL WAFER SHIPMENT GROWTH RATES BY DIAMETER
TABLE 17: EPITAXIAL WAFER SHIPMENT GROWTH RATES BY DIAMETER
TABLE 18: 1Q2023 QUARTERLY WAFER SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
TABLE 19: ESTIMATED 2022 POLYSILICON SUPPLIER RANKING
TABLE 20: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS
TABLE 21: SEMICONDUCTOR -GRADE POLYSILICON SUPPLIERS IN CHINA
TABLE 22: WAFER TECHNOLOGY TRENDS
TABLE 23: GENERAL TRENDS AND ISSUES