石英装置部品の世界市場の分析 (2023～2024年)

当レポートでは、世界の半導体産業向け石英材料・部品のサプライチェーンの概要と最新動向について分析し、業界の基本構造や最新情勢、直面する課題、需要・供給の動向とバランスなどを調査すると共に、購買や業界の品質改善の意思決定の指針となる情報を提供しております。

石英市場の最新情報とレポートハイライトに関する注目のプレスリリース：

目次

第1章 エグゼクティブサマリー

第2章 調査範囲、目的、および調査手法

第3章 半導体産業市場の現状と展望

• 世界経済
  • 半導体産業と世界経済の連動
  • 半導体の販売増加率
  • 台湾の月次販売動向
  • 半導体産業の展望 (2023年)
• 電子製品市場
  • 電子製品市場
  • 自動車の販売台数
• 半導体製造の成長と拡大
  • ファウンドリの拡張発表：概要
  • 世界各国でのファウンドリ拡張による成長促進
  • 設備支出の動向
  • 技術ロードマップ
  • 政策と貿易問題
• 半導体材料の概要
  • 材料の生産能力によってチップの生産スケジュールが制限される可能性
  • 物流問題の継続：西側世界にとっての災難
  • ウエハー投入枚数の増加と材料
  • 材料市場の予測

第4章 材料市場の促進要因とダイナミクス

• 石英材料の用途とサプライヤー
  • 熱プロセス
  • ドライエッチング工程
  • プラズマCVD
  • エピタキシャルプロセス
  • リソグラフィープロセス
• シリコンウエハーのサイズ問題が製造部品に及ぼす影響
• 資材不足とサプライチェーンの制約
• 技術的な促進要因/重要な変更と移行
  • 最先端材料の動向
  • レガシー材料の動向/影響/状況 (200mm・150mm)
• 各地域の動向/促進要因についてのコメント
• EHS、物流、外生 (気象) 市場の問題

第5章 石英サプライヤーの市場情勢

• 企業合併・買収 (M&A) 活動
• 既存のサプライヤーの拡張または新しい工場
• 製造中止のリスクがあるサプライヤーまたは部品/製品ライン
• 価格の動向
• 市場規模と予測
• 石英製造の市場シェア
• サプライチェーンとイノベーション
• 石英市場の構造：プロセスセグメント別
• 石英製造市場のリーダー：地域別

第6章 下層の材料サプライチェーン

• 下層：石英ベース材料
• 石英粉末
• 石英ベース材料：その他の産業用途
• 原材料サプライチェーンのディスラプションと物流の問題
• 企業合併・買収 (M&A) 活動
• 原材料のEHS (環境・衛生・安全) 問題
• 新規参入企業
• 新規工場または拡張
• 工場閉鎖
• 生産中止の恐れのある製品
• 原材料の価格動向

第7章 サプライヤーのプロファイル (製造業者)

• Applied Ceramics, Inc.
• Beijing Kaide Quartz Co., Ltd.
• Tosoh Quartz
• DS Techno Co., Ltd.
• FerroTec Holdings Corporation
• Maruwa
• その他20社以上

This report aims to provide an overview of the quartz material and parts supply chain, serving the semiconductor industry. This information about this critical material is essential in the running of the semiconductor wafer fabs across the world. The goal is to annually track the state of the industry; the health of the supply and demand; to pinpoint any shortcomings or issues faced by the industry; and to provide a guidance for purchasing and industry quality improvement decisions. We hope to provide a dialog and feedback opportunities for related stakeholders to fine-tune and better manage the supply ups and downs. 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 report comes with 1 Bi-Yearly Update featuring updated market information and forecasting from the report analyst.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

• 1.1. Highlight Material Segment Business Overview
• 1.2. Highlight Material Segment Market Trends
• 1.3. Highlight Material Segment Technology Trends
  • 1.3.1. 5-Year Material Forecast
• 1.4. Competitive Landscape
• 1.5. EHS Issues/Concerns
• 1.6. Analyst Assessment
  • 1.6.1. Base Materials
  • 1.6.2. High-Purity Quartz Powder

2. SCOPE, PURPOSE AND METHODOLOGY

• 2.1. Scope
• 2.2. Purpose
• 2.3. Methodology
• 2.4. Overview of Other TECHCET CMR™ Reports

3. MARKET OUTLOOK

• 3.1. Semiconductor Industry Market Status & Outlook
• 3.2. Global Economy
  • 3.2.1. Semiconductor Industries Ties to the Global Economy
  • 3.2.2. Semiconductor Sales Growth
  • 3.2.3. Taiwan Monthly Sales Trends
  • 3.2.4. 2023 /Semiconductor Industry Outlook
• 3.3. Electronic Goods Market
  • 3.3.1. Electronic Goods Market
  • 3.3.2. Automotive Sales
• 3.4. Semiconductor Fabrication Growth & Expansion
  • 3.4.1. Fab Expansion Announcement Summary
  • 3.4.2. Worldwide Fab Expansion Driving Growth
  • 3.4.3. Equipment Spending Trends
  • 3.4.4. Technology Roadmaps
  • 3.4.5. Policy and Trade Issues
• 3.5. Semiconductor Materials Outlook
  • 3.5.1. Could Materials Capacity Limit Chip Production Schedules
  • 3.5.2. Continued Logistics Issues Plague the Western World
  • 3.5.3. Wafer Start Growth and Materials
  • 3.5.4. Materials Forecast

4. MATERIAL MARKET DRIVERS & DYNAMICS

• 4.1. Quartz Material Applications and Suppliers
  • 4.1.2. Thermal Processes
  • 4.1.3. Dry Etching Process
  • 4.1.4. Plasma CVD
  • 4.1.5. Epitaxial Process
  • 4.1.6. Lithography Process
• 4.2. Impact of Silicon Wafer Size Issues on Fabricated Parts
• 4.3. Material Shortages and Supply Chain Constraints
• 4.4. Technical Drivers / Material Changes and Transitions
  • 4.4.1. Material Trends for the Leading-Edge
  • 4.4.2. Trends/Impact/Status of Legacy Materials (200 mm & 150 mm)
• 4.5. Comment on Regional Trends/Drivers
• 4.6. EHS, Logistic, AND Exogenous (Weather) Market Issues

5. Quartz Supplier Market Landscape

• 5.1. M&A Activity
• 5.2. Expansions or New Plants of Existing Suppliers
• 5.3. Suppliers or Parts/Product Line That Are at Risk of Discontinuation
• 5.4. Pricing Trends
• 5.5. Market Size and Forecast
• 5.6. Quartz Fabrication Market Shares
• 5.7. Supply Chain and Innovations
• 5.8. Quartz Fabrication by Process Segment
• 5.9. Quartz Fabrication Market Leadership By Region

6. SUB TIER MATERIAL SUPPLY CHAIN

• 6.1. Sub-Tier, Quartz Base Materials
• 6.2. Quartz Powder
• 6.3. Other Industrial Uses for Quartz Base Material
• 6.4. Raw Supply Chain Disruptions and Logistics Issues
• 6.5. M&A Activity
• 6.6. Raw Material EHS Issues
• 6.7. New Entrants
• 6.8. New Plants or Expansions
• 6.9. Plant Closures
• 6.10. Products at risk of discontinuation
• 6.11. Raw Material Pricing Trends

7. SUPPLIER PROFILES (FABRICATORS)

• Applied Ceramics, Inc.
• Beijing Kaide Quartz Co., Ltd.
• Tosoh Quartz
• DS Techno Co., Ltd.
• FerroTec Holdings Corporation
• Maruwa
• ...and 20+ more

TABLE OF FIGURES

• Figure 1: Fabricated Quartz Components Market Share by Supplier
• Figure 2: 2022 Quartz Base Materials Market Share by Supplier
• Figure 3: Global Economy and the Electronics Supply Chain (2022)
• Figure 4: Worldwide Semiconductor Sales
• Figure 5: Monthly Sales Trends of Taiwan Outsource Manufacturers
• Figure 6: 2023 Semiconductor Revenue Outlook
• Figure 7: 2022 Semiconductor Chip Applications
• Figure 8: Mobile Phone Shipments WW Estimates
• Figure 9: Worldwide PC and Tablet Forecast, 2021, Q3
• Figure 10: Electrification Trend by World Region
• Figure 11: Semiconductor Spend per Vehicle Type
• Figure 12: Chip Expansions 2022-2027, about US$336 B
• Figure 13: US Chip Fab Expansions
• Figure 14: Semiconductor Chip Manufacturing Regions of the World
• Figure 15: Global Total Equipment Spending by Segment (USD B
• Figure 16: Europe Chip Expansion Upside
• Figure 17: TECHCET Wafer Start Forecast by Node
• Figure 18: TECHCET Wafer Start Forecast for < 45 nm and below Logic
• Figure 19: Global Semiconductor Materials Outlook
• Figure 20: Quartz Products for Semiconductor Applications
• Figure 21: Quartz Products for Semiconductor Applications
• Figure 22: Fabricated Quartz Components for Dry Etching Process
• Figure 23: Fabricated Quartz Components for Batch Epitaxial Process
• Figure 24: Fabricated Quartz Revenue History and Forecast
• Figure 25: 2022 Total Fabricated Quartz Components Market by Supplier
• Figure 26: 2022 Cold Work (SW) Fabrication Market Share (as a % of Total Revenues)
• Figure 27: 2022 Hot Work (Batch) Fabrication Market Share (as a % of Revenues)
• Figure 28: Wafer Fabrication Equipment Revenues of Leading Etch and Deposition Companies
• Figure 29: Estimated 2022 Quartzware Market Size by Region
• Figure 30: Base Materials Revenue History and Forecast
• Figure 31: Total 2022 Quartz Base Materials Market Share by Supplier
• Figure 32: 2022 Ingot Market Share
• Figure 33: 2022 Rod/Tube Market Share
• Figure 34: Quartz Powder Market Share

TABLES

• Table 1: 2023 TECHCET Critical Material Reports
• Table 2: Global GDP and Semiconductor Revenues
• Table 3: IMF World Economic Outlook
• Table 4: Data Center Systems and Communication Services Forecast 2023
• Table 5: Quartz Size and Weight Increase from 200mm to 300mm Thermal Process
• Table 6: Summary of Key Fabricators Expansion Projects
• Table 7: Total Fabricated Quartz Components Revenue History and Forecast*
• Table 8: Which Quartz Fabricators Supply to OEM or IDMs?
• Table 9: Quartz Fabricator Market Ranking by Region 2022
• Table 10: Total Base Materials Revenue History and Forecast