This report provides market and technical trend information on inorganic gases and liquid CVD/ALD precursors (metal, metal oxide, high K, dielectric and SOD materials). For the last 20 years, there have been many research papers and patents published regarding ALD and CVD precursors specifically for the semiconductor industry. This report includes detail on the development path and roadmaps for new precursors and any current EHS and regulatory hurdles for these materials to enter into high volume manufacturing (HVM). Forecasts are provided on precursors of all types, with a focus is on the leading-edge front end of the line insulating and conductive materials, including high K, metal electrode, interconnect metallization, sacrificial layers, low-k dielectrics, hard masks, mandrel, and etch stop layers. These process areas are of interest because of the high growth potential associated with leading-edge logic <45 nm, 28 nm to 10/7 nm nodes, and the future 5 & 3 nm nodes, as well as advanced DRAM and 3DNAND volatile and non-volatile memories.
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. REGIONAL TRENDS-METAL PRECURSORS
- 1.2. REGIONAL TRENDS-TOTAL PRECURSOR MARKET
- 1.3. PRECURSOR MARKET-HISTORICAL AND 5-YEAR FORECAST
- 1.4. CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 2021 TO 2027
- 1.5. ASSESSMENT-METAL & HIGH-K
- 1.6. SUPPLY-DEMAND FORECAST-WF6 (UNTIL 2023)
- 1.7. CVD AND ALD EQUIPMENT MARKET
- 1.8. ANALYST ASSESSMENT-HI K & METAL PRECURSORS
- 1.8.2. 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. Precursor Market Trends
- 4.1. MARKET TRENDS
- 4.1.1. MARKET TRENDS-WAFER STARTS
- 4.1.2. MARKET TRENDS-WAFER STARTS LOGIC
- 4.1.3. MARKET TRENDS-WAFER STARTS DRAM
- 4.1.4. MARKET TRENDS-WAFER STARTS NAND
- 4.2. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 4.2.1. WF6 DEMAND DRIVERS
- 4.2.2. WF6 MARKET DEMAND
- 4.2.4. WF6 MARKET DEMAND-MO ALD IP FILING
- 4.2.5. WF6 MARKET DEMAND
- 4.3. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 4.3.1. SUPPLY CAPACITY AND DEMAND, INVESTMENTS: HAFNIUM
- & ZIRCONIUM
- 4.4. REGIONAL TRENDS-METAL PRECURSORS
- 4.4.1. REGIONAL TRENDS-METAL PRECURSORS
- 4.4.2. REGIONAL TRENDS AND DRIVERS
- 4.5. CVD AND ALD EQUIPMENT MARKET
- 4.5.1. WFE FORECAST: ALL TYPES
- 4.5.2. WFE FORECAST: DEPOSITION, ETCH & CLEAN, LITHOGRAPHY, METROLOGY ETC.
- 4.6. TECHNICAL DRIVERS /MATERIAL CHANGES AND TRANSITIONS BY DEVICE TYPE
- 4.6.1. GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD TO PECVD & ALD
- 4.6.2. ADVANCED LOGIC NODE HVM ESTIMATE
- 4.6.3. DRAM NODE HVM ESTIMATE
- 4.6.4. 3D NAND NODE HVM ESTIMATE
- 4.6.5. SUMMARY OF OPPORTUNITIES BY DEVICE SEGMENT
- 4.7. SEMICONDUCTOR PROCESS & MATERIALS TRENDS
- 4.7.1. ETCH PROCESS BY DEVICE TYPE-ATOMIC LAYER ETCHING ALE
- 4.7.2. AREA SELECTIVE DEPOSITION
- 4.7.3. DIRECTED SELF ASSEMBLY (DSA) AND EUV
- 4.7.4. DIRECT SELF ASSEMBLY (DSA) AND EUV
- 4.7.5. 2D TRANSITION METAL DICHALCOGENIDES (TMD)
- 4.7.6. DRY RESIST FOR EUV
- 4.7.7. UNDERLAYERS FOR EUV RESIST
- 4.7.8. OTHER APPLICATIONS-CHAMBER COATINGS BY ALD (Y2O3)
- 4.7.9. OTHER APPLICATIONS-OPTICS
- 4.8. EHS AND LOGISTIC ISSUES-ZIRCONIUM AND HAFNIUM
- 4.8.1. EHS AND LOGISTIC ISSUES-ZIRCONIUM AND HAFNIUM
- 4.8.2. EHS AND LOGISTIC ISSUES-TITANIUM
- 4.8.3. EHS AND LOGISTIC ISSUES-TUNGSTEN
- 4.8.4. EHS AND LOGISTIC ISSUES-TUNGSTEN
- 4.8.5. EHS AND LOGISTIC ISSUES-COBALT
- 4.8.6. EHS AND LOGISTIC ISSUES-RUTHENIUM
- 4.8.7. GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
- 4.8.8. EUV AND ENERGY
- 4.8.9. ASSESSING THE ENVIRONMENTAL IMPACT OF ATOMIC LAYER DEPOSITION (ALD) PROCESSES AND PATHWAYS TO LOWER IT
- 4.9. CHANGES IN STANDARD PACKAGING/VALVE TYPES
- 4.10. MARKET ASSESSMENT
5. Segment Market Statistics & Forecasts
- 5.1. PRECURSOR MARKET-HISTORICAL AND 5-YEAR FORECAST
- 5.1.1. CVD/ALD METAL & HIGH-K PRECURSOR REVENUE 2021 TO 2027
- 5.1.2. SUPPLY-DEMAND FORECAST-WF6 (UNTIL 2023)
- 5.1.3. ASSESSMENT-METAL & HIGH-K
- 5.2. M&A ACTIVITIES
- 5.2.1. M&A ACTIVITIES-MERCK & MECARO
- 5.3. NEW PLANTS
- 5.3.1. NEW PLANTS
- 5.3.2. NEW PLANTS
- 5.3.3. NEW PLANTS
- 5.3.4. NEW PLANTS
- 5.4. SUPPLIER PLANT CLOSURES-NONE REPORTED
- 5.5. NEW ENTRANTS-DRY RESIST CONSORTIUM
- 5.6. PRICING TRENDS
- 5.6.1. PRICING TRENDS-HAFNIUM
6. Sub Tier Material Supply Chain
- 6.1. SUB-TIER SUPPLY-CHAIN: INTRODUCTION
- 6.1.1. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS & CHINA
- 6.2. LOGISTICS
- 6.3. SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS-NONE REPORTED
- 6.4. SUB-TIER SUPPLY-CHAIN PLANTS UPDATES-NEW-NONE REPORTED
- 6.5. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT
7. Supplier profiles
- ADEKA CORPORATION
- AIR LIQUIDE (MAKER, PURIFIER, SUPPLIER)
- AZMAX CO., LTD.
- CITY CHEMICAL LLC
- DNF CO., LTD.
- ...and 20+ more