세계의 실리콘 웨이퍼 시장 시장(중요 재료)(2024-2025년)

This report covers the market landscape and supply-chain for silicon wafers 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.

Silicon wafers are the fundamental starting point for nearly all semiconductor device fabrication. As such, the criticality of the role that this material plays in the semiconductor supply chain is hard to refute and is treated as such accordingly in this Critical Materials Reports(TM).

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

• 1.1 SILICON WAFER BUSINESS - MARKET OVERVIEW
• 1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
• 1.3 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
• 1.4 SILICON WAFER 5-YEAR REVENUE FORECAST BY SEGMENT, INCLUDING SOI
• 1.5 SILICON WAFER SEGMENT TRENDS
• 1.6 TECHNOLOGY TRENDS
• 1.7 COMPETITIVE LANDSCAPE
• 1.8 MOST RECENTLY REPORTED QUARTERLY FINANCIALS OF TOP- 5
• 1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
• 1.10 ANALYST ASSESSMENT OF SILICON WAFERS

2 SCOPE, PURPOSE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 METHODOLOGY
• 2.3 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

• 3.1 WORLDWIDE ECONOMY AND OUTLOOK
  • 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
  • 3.1.2 SEMICONDUCTOR SALES GROWTH
  • 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
• 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
  • 3.2.1 ELECTRONICS OUTLOOK
  • 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK
    • 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
    • 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
  • 3.2.3 SMARTPHONE OUTLOOK
  • 3.2.4 PC OUTLOOK
  • 3.2.5 SERVERS / IT MARKET
• 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
  • 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
  • 3.3.2 NEW FABS IN THE US
  • 3.3.3 WW FAB EXPANSION DRIVING GROWTH
  • 3.3.4 EQUIPMENT SPENDING TRENDS
  • 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS
    • 3.3.5.1 DRAM TECHNOLOGY ROADMAPS
    • 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS
  • 3.3.6 FAB INVESTMENT ASSESSMENT
• 3.4 POLICY & TRADE TRENDS AND IMPACT
• 3.5 SEMICONDUCTOR MATERIALS OVERVIEW
  • 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028
  • 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028

4 SILICON WAFER MARKET TRENDS

• 4.1 SILICON WAFERS MARKET TRENDS - OUTLINE
  • 4.1.1 2023 SILICON WAFER MARKET LEADING INTO 2024
  • 4.1.2 SILICON WAFER MARKET OUTLOOK
    • 4.1.2.1 SILICON WAFER 5-YEAR UNIT SHIPMENT FORECAST BY DIAMETER
    • 4.1.2.2 SILICON WAFER 5-YEAR EPI UNIT SHIPMENT FORECAST BY DIAMETER
    • 4.1.2.3 SILICON WAFER 2024 SHIPMENT FORECAST BY DIAMETER
    • 4.1.2.4 SILICON WAFER 5-YEAR REVENUE FORECAST INCLUDING SOI
• 4.2 SILICON WAFER PRODUCTION CAPACITY OF TOP SUPPLIERS
  • 4.2.1 SILICON WAFER CAPACITY / PRODUCTION BY REGION
• 4.3 SILICON WAFER EXPANSIONS AND INVESTMENTS- OVERVIEW
  • 4.3.1 SILICON WAFER EXPANSIONS AND INVESTMENTS- ANNOUNCEMENTS
  • 4.3.2 SILICON WAFER EXPANSIONS AND INVESTMENTS - COMMENTS
• 4.4 SILICON WAFER SUPPLY VS. DEMAND BALANCE - OVERVIEW
  • 4.4.1 SUPPLY VS. DEMAND BALANCE - 300MM SILICON WAFERS
  • 4.4.2 SUPPLY VS. DEMAND BALANCE - 200MM SILICON WAFERS
  • 4.4.3 SUPPLY VS. DEMAND BALANCE - 300MM SILICON EPI WAFERS
• 4.5 PRICING TRENDS
• 4.6 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
  • 4.6.1 SILICON WAFER GENERAL TECHNOLOGY OVERVIEW
  • 4.6.2 SILICON WAFER TECHNOLOGY TRENDS
  • 4.6.3 SPECIALTY/EMERGING SILICON WAFER AND APPLICATIONS
• 4.7 REGIONAL CONSIDERATIONS
  • 4.7.1 REGIONAL ASPECTS AND DRIVERS
• 4.8 EHS AND TRADE/LOGISTIC ISSUES
  • 4.8.1 EHS ISSUES
  • 4.8.2 TRADE/LOGISTICS ISSUES
• 4.9 ANALYST ASSESSMENT OF SILICON WAFER MARKET TRENDS

5 ACTIVITY OF LEADING WAFER SUPPLIERS

• 5.1 SILICON WAFER MARKET SHARE
  • 5.1.1 CURRENT QUARTER - SUPPLIERS' ACTIVITIES & REPORTED REVENUES
  • 5.1.2 CURRENT QUARTER TOP-5 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
  • 5.1.3 CURRENT QUARTER ACTIVITY - SHIN ETSU
  • 5.1.4 CURRENT QUARTER ACTIVITY - SUMCO
  • 5.1.5 CURRENT QUARTER ACTIVITY - GLOBALWAFERS
  • 5.1.6 CURRENT QUARTER ACTIVITY - SILTRONIC
  • 5.1.7 CURRENT QUARTER ACTIVITY - SK SILTRON
• 5.2 M&A ACTIVITY AND PARTNERSHIPS - NONE
• 5.3 PLANT CLOSURES
• 5.4 NEW ENTRANTS
• 5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
• 5.6 TECHCET ANALYST ASSESSMENT OF SILICON WAFER SUPPLIERS

6 SUB TIER SUPPLY-CHAIN, POLYSILICON

• 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
  • 6.1.1 POLYSILICON MARKET BACKGROUND
  • 6.1.2 POLYSILICON MARKET TRENDS
  • 6.1.3 POLYSILICON - INDUSTRIAL 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 & EXPANSION PLANS
  • 6.1.7 SEMICONDUCTOR-GRADE POLYSILICON EXPANSION PLANS &NEWS
• 6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
• 6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP 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 PLANT UPDATES
• 6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
• 6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS
• 6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

• CENGOL
• CETC
• CHONGQING AST
• CREE/WOLFSPEED
• ESWIN
• ...and 20+ more

8 APPENDIX

• 8.1 INVESTMENT ANNOUNCEMENTS - SUPPLEMENTAL
• 8.2 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
• 8.3 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS - SUPPLEMENTAL
• 8.4 CHINA IMPACT ON GLOBAL 200 MM SUPPLY
• 8.5 SIC WAFERS - SUPPLEMENTAL
• 8.6 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS - SUPPLEMENTAL