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.
TABLE OF CONTENTS
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