電子ウェットケミカル・特殊洗浄剤の世界市場（重要材料）：2024～2025年 (Critical Materials Report)

Electronic Wet Chemicals & Specialty Cleans Market Report 2024-2025 (Critical Materials Report)

出版日: 2024年06月01日
発行: TECHCET
ページ情報: 英文 115 Pages
納期: 即日から翌営業日

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概要
図表
目次

概要

サンプル依頼リストに入れる

当レポートでは、半導体デバイス製造に使用されるウェットケミカルの市場環境とサプライチェーンを網羅しています。また、主要サプライヤーの情報、材料サプライチェーンの課題・動向、サプライヤーの市場シェア推計・予測、材料セグメントの予測といった情報を掲載しています。

サンプルビュー

世界経済と展望
- 半導体産業と世界経済のつながり
- 半導体の売上高成長
- 台湾のアウトソーシングメーカーの月間売上動向
チップの販売動向：電子製品セグメント別
- 電子製品の展望
- 自動車産業の展望
- スマートフォンの展望
- PCの展望
- サーバー/IT市場
半導体製造の成長と拡大
- チップ拡張への巨額投資の真っ只中
- 米国の新しい工場
- 世界各地での工場の拡大が成長を牽引
- 設備投資の動向
- 高度ロジックの技術ロードマップ
- 工場投資の評価
政策と貿易の動向と影響
半導体材料の概要
- ウエハーの投入枚数：将来予測 (～2028年)
- 材料市場の予測 (～2028年)

第4章ウェットケミカル・特殊洗浄剤の市場動向

ウェットケミカル・特殊洗浄剤市場の展望
- ウェットケミカル・特殊洗浄剤市場 (2023年)：2024年へのつながり
ウェットケミカルおよび特殊洗浄剤の出荷予測：セグメント別 (5年間分)
- ウェットケミカル・特殊洗浄剤部門の収益予測：セグメント別 (5年間分)
- H2SO4の予測 (数量ベース)
- H2O2の予測 (数量ベース)
- H3PO4の予測 (数量ベース)
- NH4OHの予測 (数量ベース)
- IPA数の予測 (数量ベース)
- HFの予測 (数量ベース)
- HCLの予測 (数量ベース)
- HNO3の予測 (数量ベース)
- AL PERRの予測 (数量ベース)
- CU PERRの予測 (数量ベース)
- PCMPの予測 (数量ベース)
ウェットケミカル・特殊洗浄剤のサプライヤー：地域別
ウェットケミカル・特殊洗浄剤の生産能力の拡大
- 投資発表の概要
- 投資活動に関する追加コメント
ウェットケミカル・特殊洗浄剤の需給バランス：概要
価格動向
ウェットケミカル・特殊洗浄剤の一般的な技術概要
- ウェットケミカル・特殊洗浄技術の動向
- ウェットケミカル・特殊洗浄剤の新たな用途
地域的な考慮事項
- 地域的側面と促進要因
EHSと貿易/物流の問題
- EHS問題
- 貿易/物流問題
ウェットケミカル・特殊洗浄剤市場動向に関するアナリストの評価

第5章サプライサイド市場の情勢

ウェットケミカルの市場シェア
特殊洗浄剤の市場シェア
企業合併・買収 (M&A) 活動とパートナーシップ
工場閉鎖 - なし
新規参入企業
製造中止の恐れがあるサプライヤーまたは部品/製品ライン - なし
ウェットケミカル・特殊洗浄剤サプライヤーに対するアナリストの評価

第6章下層サプライチェーン：ウェットケミカル・特殊洗浄

下層 (サブティア) サプライチェーン：供給元と市場の概要
- 下層サプライヤー：主要企業の一覧 (網羅的ではない)
- 下層材料市場の背景
- 下層材料市場の動向
- 下層材料工業用 VS 半導体グレード
- 半導体グレードのサブティア材料サプライヤーのニュース
下層サプライチェーンへのアナリストの評価

第7章サプライヤープロファイル

ATOTECH
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL
その他40社以上

図表

LIST OF FIGURES

FIGURE 1.1: WET CHEMICALS AND SPECIALTY CLEANS SHIPMENT FORECAST BY SEGMENT
FIGURE 1.2: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT
FIGURE 1.3: 2023 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 3.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024
FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)
FIGURE 4.1: WET CHEMICALS AND SPECIALTY CLEANS SHIPMENT FORECAST BY SEGMENT
FIGURE 4.2: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT
FIGURE 4.3: H2SO4 VOLUME FORECAST
FIGURE 4.4: H2SO4 REVENUE FORECAST
FIGURE 4.5: H2O2 VOLUME FORECAST
FIGURE 4.6: H2O2 REVENUE FORECAST
FIGURE 4.7: H3PO4 VOLUME FORECAST
FIGURE 4.8: H3PO4 REVENUE FORECAST
FIGURE 4.9: NH4OH VOLUME FORECAST
FIGURE 4.10: NH4OH REVENUE FORECAST
FIGURE 4.11: IPA VOLUME FORECAST
FIGURE 4.12: IPA REVENUE FORECAST
FIGURE 4.13: HF VOLUME FORECAST
FIGURE 4.14: HF REVENUE FORECAST
FIGURE 4.15: HCL VOLUME FORECAST
FIGURE 4.16: HCL REVENUE FORECAST
FIGURE 4.17: HNO3 VOLUME FORECAST
FIGURE 4.18: HNO3 REVENUE FORECAST
FIGURE 4.19: AL PERR VOLUME FORECAST
FIGURE 4.20: AL PERR REVENUE FORECAST
FIGURE 4.21: CU PERR VOLUME FORECAST
FIGURE 4.22: CU PERR REVENUE FORECAST
FIGURE 4.23: PCMP REVENUE FORECAST
FIGURE 4.24: SELECTIVE ISOTROPIC SIGE ETCH
FIGURE 4.25: CMP PROCESSES IN FEOL, MOL, BEOL
FIGURE 4.26: 4NM METALLIZATION STACK EMPLOYING W, CU, TA, CO
FIGURE 4.27: PHOTORESIST PATTERN COLLAPSE
FIGURE 4.28: 2023 WET CHEMICALS AND SPECIALTY CLEANS REVENUE SHARE ESTIMATE BY REGION
FIGURE 5.1: 2023 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
FIGURE 6.1: MATERIAL DEMAND SEMICONDUCTOR VS. GLOBAL
FIGURE 6.2: ENERGY COST TRENDS (NATURAL GAS AND CRUDE OIL REPORTED BY ST. LOUIS FED 5/2024)
FIGURE 6.3: FLUORSPAR PRICING
FIGURE 6.4: PROPYLENE PRICING

LIST OF TABLES

TABLE 1.1: WET CHEMICALS AND SPECIALTY CLEANS GROWTH OVERVIEW
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)
TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
TABLE 4.1: WET CHEMICALS AND SPECIALTY CLEANS LEADING SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIER INVESTMENTS
TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALSAND SPECIALTY CLEANS SUPPLIER INVESTMENTS, CONTINUED
TABLE 4.4: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS
TABLE 4.5: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS, CONTINUED
TABLE 5.1: 2023 TIER 1 WET CHEMICALS SUPPLIER BREADTH OF OFFERINGS
TABLE 6.1: SUB-TIER SUPPLIERS

This report covers the market landscape and supply-chain for wet chemicals 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.

SAMPLE VIEW

1 EXECUTIVE SUMMARY

1.1 WET CHEMICALS AND SPECIALTY CLEANS BUSINESS - MARKET OVERVIEW
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
1.3 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
1.4 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
1.5 WET CHEMICALS AND SPECIALTY CLEANS SEGMENT TRENDS
1.6 TECHNOLOGY TRENDS
1.7 COMPETITIVE LANDSCAPE
1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
1.9 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS

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 WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS

4.1 WET CHEMICALS AND SPECIALTY CLEANS MARKET OUTLOOK
- 4.1.1 2023 WET CHEMICALS AND SPECIALTY CLEANS MARKET LEADING INTO 2024
4.2 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
- 4.2.1 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
- 4.2.2 H2SO4 VOLUME FORECAST
  - 4.2.2.1 H2SO4 REVENUE FORECAST
- 4.2.3 H2O2 VOLUME FORECAST
  - 4.2.3.1 H2O2 REVENUE FORECAST
- 4.2.4 H3PO4 VOLUME FORECAST
  - 4.2.4.1 H3PO4 REVENUE FORECAST
- 4.2.5 NH4OH VOLUME FORECAST
  - 4.2.5.1 NH4OH REVENUE FORECAST
- 4.2.6 IPA VOLUME FORECAST
  - 4.2.6.1 IPA REVENUE FORECAST
- 4.2.7 HF VOLUME FORECAST
  - 4.2.7.1 HF REVENUE FORECAST
- 4.2.8 HCL VOLUME FORECAST
  - 4.2.8.1 HCL REVENUE FORECAST
- 4.2.9 HNO3 VOLUME FORECAST
  - 4.2.9.1 HNO3 REVENUE FORECAST
- 4.2.10 AL PERR VOLUME FORECAST
  - 4.2.10.1 AL PERR REVENUE FORECAST
- 4.2.11 CU PERR VOLUME FORECAST
4.2.11.1.CU PERR REVENUE FORECAST
- 4.2.12 PCMP REVENUE FORECAST
4.3 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS BY REGION
4.4 WET CHEMICALS AND SPECIALTY CLEANS PRODUCTION CAPACITY EXPANSIONS
- 4.4.1 INVESTMENT ANNOUNCEMENTS OVERVIEW
- 4.4.2 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
4.5 WET CHEMICALS AND SPECIALTY CLEANS SUPPLY VS. DEMAND BALANCE - OVERVIEW
4.6 PRICING TRENDS
4.7 WET CHEMICALS AND SPECIALTY CLEANS GENERAL TECHNOLOGY OVERVIEW
- 4.7.1 WET CHEMICALS AND SPECIALTY CLEANS TECHNOLOGY TRENDS
- 4.7.2 EMERGING WET CHEMICALS AND SPECIALTY CLEANS APPLICATION
4.8 REGIONAL CONSIDERATIONS
- 4.8.1 REGIONAL ASPECTS AND DRIVERS
4.9 EHS AND TRADE/LOGISTIC ISSUES
- 4.9.1 EHS ISSUES
- 4.9.2 TRADE/LOGISTICS ISSUES
4.10 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

5.1 WET CHEMICALS MARKET SHARE
5.2 SPECIALTY CLEANS MARKET SHARE
5.3 M&A ACTIVITY AND PARTNERSHIPS
5.4 PLANT CLOSURES - NONE
5.5 NEW ENTRANTS
5.6 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS - NONE
5.7 TECHCET ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS

6 SUB-TIER SUPPLY CHAIN, WET CHEMICALS AND SPECIALTY CLEANS

6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
- 6.1.1 SUB-TIER SUPPLIERS: A REPRESENTATIVE BUT NON-COMPREHENSIVE LIST
- 6.1.2 SUB-TIER MATERIAL MARKET BACKGROUND
- 6.1.3 SUB-TIER MATERIAL MARKET TRENDS
- 6.1.4 SUB-TIER MATERIAL INDUSTRIAL VS. SEMICONDUCTOR GRADE
- 6.1.5 SEMICONDUCTOR-GRADE SUB-TIER MATERIAL SUPPLIER NEWS
6.2 SUB-TIER SUPPLY CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

ATOTECH
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL
...AND 40+ MORE

電子ウェットケミカル・特殊洗浄剤の世界市場（重要材料）：2024～2025年 (Critical Materials Report)

Electronic Wet Chemicals & Specialty Cleans Market Report 2024-2025 (Critical Materials Report)