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US demand to grow 13.3% annually through 2008

Demand for electronic polymer products is forecast to expand 13.3 percent per year to $4.5 billion in 2008. Production of these products will require 510 million pounds of resin valued at $2.2 billion. Growth will be driven by a strong recovery in the semiconductor industry and a shift to new technologies that are more intensive users of polymers.

For example, direct chip attachment is intensifying the need for new materials such as underfills and conductive adhesives. This encourages close collaboration between chipmakers and backend (packaging) operations and favors firms with US operations. These trends in back-end technologies, and the general shift toward higher cost specialty resins, will result in electronic polymer products outpacing gains in electronic component shipments through 2008.

Area array, chip scale packages to spur gains

For electronic polymers used in fundamental applications such as printed circuit board laminates and semiconductor packaging, the primary competitive focus will be the continuing replacement of wire bonded packages by flip chip and other types of area array and chipscale packaging in many applications. Standard wire bonded packages will still predominate, but the move to area array packaging will cause significant shifts in material requirements as formerly niche materials become major segments of the industry.

For instance, chip underfills, used in flip chip assemblies, see annual growth of nearly 30 percent per year through 2008. Conductive adhesives will also see strong gains as these materials replace lead solders due to environmental factors and the use of less expensive compounds in molded interconnect devices. Conversely, epoxy molding compounds and die attach adhesives, both used traditional wire bonded packaging, will post slower gains.

Low-k, liquid crystal, polysulfone polymers among best prospects

A few segments of the electronic polymer products market are expected to experience particularly good growth. For example, annual gains for low-k dielectric polymers are projected to reach $285 million in 2008 from less than $10 million in 2003. Polymers with a low dielectric constant, such as Dow Chemical’s SILK and Rohm and Haas’ ZIRKON materials, are challenging traditional silicon dioxide (SiO2) in crucial ILD (interlayer dielectric) applications in semiconductor fabrication. The primary competition for low-k polymers, which are applied via a spin-on process, is from CVD (chemical vapor deposition) processes utilizing carbondoped SiO2. The outcome of this competition is likely to be a combination of spin-on polymers and CVD-applied materials. Compounds made of high temperature thermoplastics such as liquid crystal polymer and polyethersulfone used in molded interconnect devices are another area of strong growth.

Study coverage

Electronic Polymers, a 302-page Freedonia study. It provides historical demand data (1993, 1998, 2003) plus forecasts to 2008 and 2013 by resin, type and end-use. It also presents company market share data and profiles 36 US industry competitors.

TABLE OF CONTENTS

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

General

Macroeconomic Overview

Population & Demographic Trends

Personal Consumption Expenditures

Manufacturing Sector Overview

Electronic Product Shipments

Electronic Component Shipments

Semiconductors

Passive Components

Printed Circuit Boards

Environmental & Regulatory Trends

III. TECHNOLOGY

General

Electronic Component Manufacturing

Polycrystalline Silicon Production

Silicon Wafer Fabrication

Integrated Circuit Fabrication

Interlayer Dielectrics

Printed Circuit Board Production

Packaging & Assembly Overview

Wire-Bond Technology

Surface Mount Technology

Chip-on-Board Technology

Multichip Module Technology

Chip Scale Packaging

Ball Grid Arrays

Flip Chip Technology

IV. OVERVIEW

General

Industry Flow Chart

Historical Growth & Cyclicality, 1993-2003

Electronic Polymer Pricing Trends

World Demand for Electronic Polymer Products

World Demand by Region

World Demand by Product

V. ELECTRONIC POLYMERS DEMAND BY RESIN

General

Thermoset Electronic Polymers

Thermosets Demand by Resin

Epoxies

Demand by End Use & Application

Suppliers & Products

Polyimides

Demand by End Use & Application

Suppliers & Products

Silicones

Demand by End Use & Application

Suppliers & Products

Phenolics

Demand by End Use & Application

Suppliers & Products

Polyurethanes

Other Thermoset Electronic Polymers

Thermoplastic Electronic Polymers

Thermoplastics Demand by Resin

Polysulfone & Polyethersulfone

Liquid Crystal Polymer

Nylon

Polyphenylene Sulfide

Polybutylene Terephthalate

Polyethylene Terephthalate

Other Thermoplastic Electronic Polymers

VI. ELECTRONIC POLYMER PRODUCTS DEMAND BY TYPE

General

Electronic Laminates

Electronic Laminates by Resin

Epoxy-Based Electronic Laminates

Polyimide-Based Laminates

Phenolic-Based Electronic Laminates

Other Thermoset Electronic Laminates

PET-Based Electronic Laminates

LCP-Based Electronic Laminates

Other Thermoplastic Electronic Laminates

Electronic Laminates Suppliers & Market Share

Packaging Materials

Encapsulants

Packaging Molding Compounds

Other Packaging Materials

Packaging Materials Suppliers & Market Share

Connector Molding Compounds

Polysulfone & Polyethersulfone Molding Compounds

Liquid Crystal Polymer Molding Compounds

Nylon Molding Compounds

Polyphenylene Sulfide Molding Compounds

Polybutylene Terephthalate Molding Compounds

Other Connector Molding Compounds

Connector Molding Compounds Suppliers & Market Share

Electronic Adhesives & Underfill

Die Attach Adhesives

Assembly & Surface Mount Adhesives

Conductive Adhesives

Underfill

Adhesives & Underfill Suppliers & Market Share

Other Electronic Polymer Products

Conformal Coatings

Low-k Dielectric Polymers

All Other Electronic Polymer Products

Other Electronic Polymer Products Suppliers & Market Share

VII. ELECTRONIC POLYMER PRODUCTS DEMAND BY END USE

General

Printed Circuit Boards

Semiconductors

Passive Components

VIII. INDUSTRY STRUCTURE

General

Suppliers & Market Share

Isola (Ruetgers)

DuPont

Cookson

General Electric

National Starch and Chemical (ICI)

Rogers

Park Electrochemical

Henkel Loctite

Other

Acquisitions, Divestitures & Industry Restructuring

Joint Ventures & Cooperative Agreements

Research & Development

Competitive Strategies

Marketing & Distribution

Company Profiles

Ablestik Laboratories, see Imperial Chemical Industries

Acheson Colloids, see Imperial Chemical Industries

Air Products and Chemicals Incorporated

Arch Chemicals Incorporated

Arlon Incorporated, see Bairnco Corporation

Ashland Incorporated

Bairnco Corporation

Bakelite AG, see Ruetgers AG

BASF AG

Bayer AG

Celanese AG

ChemFirst Incorporated, see DuPont (EI) de Nemours

Chevron Phillips Chemical Company LLC

Conap Incorporated, see Cytec Industries Incorporated

Cookson Group plc

CPChem, see ChevronPhillips Chemical Company LP

Cytec Industries Incorporated

Dainippon Ink and Chemicals Incorporated

Degussa AG

Dow Chemical Company

Dow Corning Corporation

DuPont (EI) de Nemours

Durez Corporation, see Sumitomo Chemical

Eastman Chemical Company

Emerson & Cuming, see Imperial Chemical Industries plc

EMS-Chemie Holding AG

Epoxy Technology Incorporated

GE Plastics, see General Electric Company

General Electric Company

HD MicroSystems LLC, see DuPont and Hitachi Limited

Henkel KGaA

Hitachi Limited

Honeywell International Incorporated

Honeywell Plastics, see BASF AG

Huntsman Corporation

Imperial Chemical Industries plc

Isola Laminate Systems Corporation, see Ruetgers AG

Loctite Corporation, see Henkel KGaA

Lord Corporation

Matsushita Electric Works Limited

National Starch and Chemical, see Imperial Chemical (ICI)

Park Electrochemical Corporation

Polyclad Laminates Incorporated, see Cookson Group plc

PPG Industries Incorporated

Promerus LLC, see Sumitomo Chemical Company Limited

Reichhold Incorporated, see Dainippon Ink and Chemicals

Resolution Performance Products LLC

Rogers Corporation

Rohm and Haas Company

Ruetgers AG

Shin-Etsu Chemical Company Limited

Shipley Company LLC, see Rohm and Haas Company

Solvay SA

Sumitomo Chemical Company Limited

Ticona LLC, see Celanese AG

Tra-Con, see Imperial Chemical Industries plc

Vantico AG, see Huntsman Corporation

Wacker-Chemie GmbH

Other Companies in the Electronic Polymers Industry

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

Summary Table

SECTION II -- MARKET ENVIRONMENT

1 Macroeconomic Indicators

2 Population Trends

3 Personal Consumption Expenditures

4 Manufacturers'  Shipments

5 Electronic Product Shipments

6 Electronic Component Shipments by Product

7 Semiconductor Shipments by Type

8 Passive Component Shipments by Type

9 Printed Circuit Board Shipments by Type

SECTION IV -- OVERVIEW

1 Electronic Polymer Products Demand

2 Electronic Polymer Products Demand: Historical Growth & Cyclicality, 1993-2003

3 Electronic Polymers Pricing Trends

SECTION V -- ELECTRONIC POLYMERS DEMAND BY RESIN

1 Electronic Polymers Demand

2 Thermoset Electronic Polymers Demand by End Use & Application

3 Thermoset Electronic Polymers Demand by Resin

4 Epoxies Demand in Electronic Components by End Use & Application

5 Polyimides Demand in Electronic Components by End Use & Application

6 Silicones Demand in Electronic Components by End Use & Application

7 Phenolics Demand in Electronic Components by End Use & Application

8 Polyurethanes Demand in Electronic Components by End Use & Application

9 Other Thermoset Polymers Demand in Electronic Components by End Use & Application

10 Thermoplastic Electronic Polymers Demand by End Use & Application

11 Thermoplastic Polymers Demand by Resin

12 Polysulfone & Polyethersulfone Demand in Electronic Components by End Use & Application

13 Liquid Crystal Polymer Demand in Electronic Components by End Use & Application

14 Nylon Demand in Electronic Components by End Use & Application

15 Polyphenylene Sulfide Demand in Electronic Components by End Use & Application

16 PBT Demand in Electronic Components by End Use & Application

17 PET Demand in Electronic Components by End Use & Application

18 Other Thermoplastic Polymers Demand in Electronic Components by End Use & Application

SECTION VI -- ELECTRONIC POLYMER PRODUCTS DEMAND BY TYPE

1 Electronic Polymer Products Demand by Type

2 Electronic Laminates Demand

3 Electronic Laminate Demand by Resin

4 Epoxy-Based Electronic Laminates Demand

5 Polyimide-Based Electronic Laminates Demand

6 Phenolic-Based Electronic Laminates Demand

7 Other Thermoset Electronic Laminates Demand

8 PET-Based Electronic Laminates Demand

9 LCP-Based Electronic Laminates Demand

10 Other Thermoplastic Electronic Laminates Demand

11 US Electronic Laminate Sales by Company, 2003

12 Packaging Materials Demand by Type

13 Encapsulants Demand

14 Packaging Molding Compound Demand

15 Other Packaging Materials Demand

16 US Electronic Packaging Material Sales by Company, 2003

17 Connector Molding Compound Demand

18 Polysulfone & Polyethersulfone Connector Molding Compounds Demand

19 Liquid Crystal Polymer Connector molding Compounds Demand

20 Nylon Connector Molding Compound Demand

21 Polyphenylene Sulfide Connector Molding Compound Demand

22 Polybutylene Terephthalate Connector Molding Compound Demand

23 Other Connector Molding Compound Demand

24 US Connector Molding Compounds Sales by Company, 2003

25 Adhesives & Underfill Demand by Type

26 Die Attach Adhesives Demand

27 Assembly & Surface Mount Adhesives Demand

28 Conductive Adhesives Demand

29 Underfill Demand

30 US Electronic Adhesives & Underfill Sales by Company, 2003

31 Other Electronic Polymer Products Demand by Type

32 Conformal Coatings Demand

33 Low-k Dielectric Polymers Demand

34 All Other Electronic Polymer Products Demand

35 US Other Electronic Polymer Products Sales by Company, 2003

SECTION VII -- ELECTRONIC POLYMER PRODUCTS DEMAND BY END USE

1 Electronic Polymer Products Demand by End Use

2 Printed Circuit Board Applications for Electronic Polymer Products by Product & PCB Type

3 Semiconductor Applications for Electronic Polymer Products by Product & Packaging Type

4 Passive Components Applications for Electronic Polymer Products

SECTION VIII -- INDUSTRY STRUCTURE

1 US Electronic Polymer Product Sales by Company, 2003

2 Selected Acquisitions & Divestitures in the Electronic Polymers Industry, 2002-2003

3 Selected Cooperative Agreements in the Electronic Polymers Industry

4 Research & Development Expenditures: Selected Electronic Polymer Suppliers

LIST OF CHARTS

SECTION IV -- OVERVIEW

1 Electronic Polymers Flowchart

2 Electronic Polymer Products Demand: Historical Growth & Cyclicality, 1993-2003

3 World Electronic Polymer Products Demand by Region, 2003

4 World Electronic Polymer Products Demand by Product, 2003

SECTION VI -- ELECTRONIC POLYMER PRODUCTS DEMAND BY TYPE

1 Electronic Laminates -- US Market Share by Supplier, 2003

2 Electronic Packaging Materials -- US Market Share by Supplier, 2003

3 Connector Molding Compounds -- US Market Share by Supplier, 2003

4 Electronic Adhesives & Underfill -- US Market Share by Supplier, 2003

5 Other Electronic Polymer Products -- US Market Share by Supplier, 2003

SECTION VIII -- INDUSTRY STRUCTURE

1 Electronic Polymer Products -- US Market Share by Supplier, 2003

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