表紙:セラミックス/SiC市場:2024年~2025年(Critical Materials Report)
市場調査レポート
商品コード
1567377

セラミックス/SiC市場:2024年~2025年(Critical Materials Report)

Ceramics / SiC Market Report 2024-2025 (Critical Materials Report)

出版日: | 発行: TECHCET | ページ情報: 英文 | 納期: 即日から翌営業日

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=150.96円
セラミックス/SiC市場:2024年~2025年(Critical Materials Report)
出版日: 2024年10月10日
発行: TECHCET
ページ情報: 英文
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

当レポートでは、セラミックス/SiC市場について調査し、半導体プロセス装置で使用されるコンポーネントやアセンブリの製造に使用されるSiC/CVD SiC、AlN、Al2O3、Y2O3、BNを含む技術セラミック材料市場とサプライチェーンに焦点を当てています。SiCは、キャリア(ボート、ガスインジェクター、ファブウェア)と、高温または特定のサーマル・パッケージが必要なOEM向けコンポーネントの両方に頻繁に使用され、従来のAl2O3およびAlNセラミックは、通常、低温/エッチングに使用されます。これらの部品を使用する機械/工具メーカーは、OEM(Original Equipment Manufacturers)と呼ばれます。ここでは、半導体製造に使用されるセラミックのみを対象としています。

インフォグラフィックス

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、手法

第3章 半導体産業市場の現状と見通し

  • 世界経済と産業全体の見通し
  • 電子製品セグメント別チップ売上
  • 半導体製造の成長と拡大
  • 政策と貿易の動向と影響
  • 半導体材料の概要

第4章 セラミックス市場の動向

  • セラミックス市場の動向-概要
  • セラミックスセグメント別5年間収益予測
  • 窒化アルミニウム(ALN)市場セグメント
  • AL2O3+その他のコンポーネント市場セグメント
  • HPA AL2O3
  • SIC(オールおよびCVD)コンポーネント市場セグメント
  • 地域別セラミックス生産
  • セラミックス生産能力の拡大
  • セラミックスの供給と需要のバランス- 概要
  • 価格動向
  • 技術動向/技術促進要因- 概要
  • 主要サプライヤーのセラミックス生産能力- 静電チャックを含む
  • セラミックス技術の動向
  • 地域的な考慮
  • EHSと貿易/物流の問題
  • セラミックス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情勢

  • セラミックス市場シェア
  • M&A活動とパートナーシップ
  • 工場閉鎖
  • 新規参入企業
  • セラミックスサプライヤーの評価

第6章 サブティアサプライチェーン、セラミックス

  • サブティアサプライチェーン:供給元と市場の概要
  • サブティアサプライチェーン:アルミナ(AL2O3)- 鉱石および粉末
  • サブティアサプライチェーン:シリコンカーバイド(SIC)- 鉱石および粉末
  • サブティアサプライチェーン:ブランク
  • サブティアサプライチェーンのM&Aまたはパートナーシップ活動
  • サブティアサプライチェーンのEHSと物流の問題
  • サブティアサプライチェーン工場の最新情報
  • サブティアサプライチェーンの工場閉鎖
  • サブティアサプライチェーンTECHCETアナリスト評価

第7章 プロファイル

  • 3M COMPANY
  • AGC INC.
  • APPLIED CERAMICS, INC.
  • ASUZAC INC., FINE CERAMICS DIVISION
  • CARBORUNDUM UNIVERSAL LTD (CUMI)
  • その他30社以上

第8章 付録

  • 原材料生産の詳細
  • アルミナ生産
  • 原材料製造プロセス- 窒化アルミニウムおよび窒化ホウ素
  • 窒化アルミニウム製造プロセス
目次

This report is focused on technical ceramic materials market and supply-chain which includes SiC/ CVD SiC, AlN, Al2O3, Y2O3, and BN used in the production of components and assemblies for use in semiconductor process equipment. SiC is frequently used for both carriers (boats, gas injectors, and fabware) and components for OEMs where high temperature or specific thermal packages are required, while traditional Al2O3 and AlN ceramics are normally used for lower temperature / etch applications. The machines/tools manufacturers that use these components are referred to as OEMs (Original Equipment Manufacturers). This report targets ceramics used in the manufacture of semiconductors, only.

INFOGRAPHICS

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

  • 1.1 CERAMICS BUSINESS - MARKET OVERVIEW
  • 1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK
  • 1.3 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT
  • 1.4 CERAMICS SEGMENT TRENDS
  • 1.5 CERAMICS TECHNOLOGY TRENDS
  • 1.6 COMPETITIVE LANDSCAPE
  • 1.7 TOP-4 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
  • 1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
  • 1.9 ANALYST ASSESSMENT OF CERAMICS

2 SCOPE, PURPOSE, AND METHODOLOGY

  • 2.1 SCOPE
  • 2.2 PURPOSE & METHODOLOGY
  • 2.3 OVERVIEW OF OTHER TECHCET CMRTM OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

  • 3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY 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 CERAMICS MARKET TRENDS

  • 4.1 CERAMICS MARKET TRENDS - OUTLINE
    • 4.1.1 2023 CERAMICS MARKET LEADING INTO 2024
    • 4.1.2 CERAMICS LANDSCAPE
    • 4.1.3 CERAMICS MARKET OUTLOOK
  • 4.2 CERAMICS 5-YEAR REVENUE FORECAST BY SEGMENT
    • 4.2.1 CERAMICS PRODUCTION CAPACITY OF TOP SUPPLIERS - (NO ELECTROSTATIC CHUCKS)
  • 4.3 ALUMINUM NITRIDE (ALN) MARKET SEGMENT
  • 4.4 AL2O3 + OTHER COMPONENTS MARKET SEGMENT
    • 4.4.1 AL2O3 + OTHER COMPONENTS MARKET SEGMENT, CONTINUED
  • 4.5 HPA AL2O3
  • 4.6 SIC (ALL AND CVD) COMPONENTS MARKET SEGMENT
    • 4.6.1 SIC (ALL AND CVD) COMPONENTS MARKET SEGMENT, CONTINUED
    • 4.6.2 CVD-SIC COMPONENTS- 5-YEAR FORECAST
    • 4.6.3 CVD-SIC COST COMPONENTS MARKET SHARES
    • 4.6.4 CVD-SIC COST CONSIDERATIONS AND ALTERNATIVES
  • 4.7 CERAMICS PRODUCTION BY REGION
  • 4.8 CERAMICS PRODUCTION CAPACITY EXPANSIONS
    • 4.8.1 CAPACITY EXPANSIONS & INVESTMENT ANNOUNCEMENTS
    • 4.8.2 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
  • 4.9 CERAMICS SUPPLY VS. DEMAND BALANCE - OVERVIEW
  • 4.10 PRICING TRENDS
  • 4.11 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
    • 4.11.1 CERAMICS GENERAL TECHNOLOGY OVERVIEW
  • 4.12 CERAMICS PRODUCTION CAPACITY OF TOP SUPPLIERS - INCLUDES ELECTROSTATIC CHUCKS
    • 4.12.1 GENERAL TECHNOLOGY OVERVIEW - ELECTROSTATIC CHUCKS
    • 4.12.2 CERAMICS GENERAL TECHNOLOGY OVERVIEW - ELECTROSTATIC CHUCKS
    • 4.12.3 ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST
  • 4.13 CERAMICS TECHNOLOGY TRENDS
    • 4.13.1 CERAMICS TECHNOLOGY TRENDS, CONTINUED
  • 4.14 REGIONAL CONSIDERATIONS
    • 4.14.1 REGIONAL CONSIDERATIONS - FABRICATORS' REVENUES BY COUNTRY
    • 4.14.2 REGIONAL ASPECTS AND DRIVERS
  • 4.15 EHS AND TRADE/LOGISTIC ISSUES
    • 4.15.1 EHS AND TRADE/LOGISTIC ISSUES- TRANSPORTATION
    • 4.15.2 EHS ISSUES - ENVIRONMENTAL IMPACT
    • 4.15.3 TRADE/LOGISTICS ISSUES- SUMMARY
  • 4.16 ANALYST ASSESSMENT OF CERAMICS MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

  • 5.1 CERAMICS MARKET SHARE
    • 5.1.1 CERAMICS FABRICATORS OFFERINGS
    • 5.1.2 TOP-4 SUPPLIERS' ACTIVITIES & REPORTED REVENUES
    • 5.1.3 ACTIVITY - NGK INSULATORS
    • 5.1.4 ACTIVITY - COORSTEK
    • 5.1.5 ACTIVITY - KYOCERA
    • 5.1.6 ACTIVITY - AGC (ASAHI GLASS)
    • 5.1.7 ACTIVITY - MARUWA
    • 5.1.8 ACTIVITY - FERROTEC
  • 5.2 M&A ACTIVITY AND PARTNERSHIPS
  • 5.3 PLANT CLOSURES
  • 5.4 NEW ENTRANTS
  • 5.5 TECHCET ANALYST ASSESSMENT OF CERAMICS SUPPLIERS

6 SUB-TIER SUPPLY-CHAIN, CERAMICS

  • 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
  • 6.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) - ORES AND POWDERS
    • 6.2.1 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) PROCESSING BY REGION
    • 6.2.2 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) BY SUPPLIER
    • 6.2.3 SUB-TIER SUPPLY CHAIN: ALUMINA (AL2O3) - SUPPLIER PRODUCTS AND GRADES
  • 6.3 SUB-TIER SUPPLY CHAIN: SILICON CARBIDE (SIC) - ORES AND POWDERS
  • 6.4 SUB-TIER SUPPLY CHAIN: BLANKS
  • 6.5 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY
  • 6.6 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
  • 6.7 SUB-TIER SUPPLY-CHAIN PLANT UPDATES
  • 6.8 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
  • 6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

7 PROFILES

  • 3M COMPANY
  • AGC INC.
  • APPLIED CERAMICS, INC.
  • ASUZAC INC., FINE CERAMICS DIVISION
  • CARBORUNDUM UNIVERSAL LTD (CUMI)
  • ...AND 30+ MORE

8 APPENDIX

  • 8.1 RAW MATERIAL PRODUCTION DETAILS
  • 8.2 ALUMINA PRODUCTION
  • 8.3 RAW MATERIAL PRODUCTION PROCESSES - ALUMINIUM NITRIDE AND BORON NITRIDE
  • 8.4 ALUMINUM NITRIDE PRODUCTION PROCESS

FIGURES

  • FIGURE 1.1: CERAMICS REVENUE FORECAST BY SEGMENT
  • FIGURE 1.2: CERAMICS MARKET SHARE % BY SUPPLIER
  • FIGURE 1.3: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES
  • 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 (TTSII) IN 000'S OF NTD
  • FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES
  • 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 BYNODE SEGMENTS
  • FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST
  • FIGURE 4.1: TECHCET WAFER START FORECAST BY NODE SEGMENTS
  • FIGURE 4.2: CERAMICS REVENUE FORECAST BY SEGMENT
  • FIGURE 4.3: CERAMICS MARKET SHARE % BY SUPPLIER
  • FIGURE 4.4: ALUMINUM NITRIDE (ALN) COMPONENTS FORECAST
  • FIGURE 4.5: ALUMINUM NITRIDE (ALN) PARTS MARKET SHARE ESTIMATE
  • FIGURE 4.6: AL2O3 & ALL OTHER COMPONENTS FORECAST
  • FIGURE 4.7: AL2O3 & ALL OTHER PARTS MARKET SHARE ESTIMATE
  • FIGURE 4.8: 99.8% AND HPA (99.99) ALUMINA COMPONENTS FORECAST
  • FIGURE 4.9: SIC (ALL INCLUDING CVD) COMPONENTS FORECAST
  • FIGURE 4.10: SIC (ALL INCLUDING CVD) PARTS MARKET SHARE ESTIMATE
  • FIGURE 4.11: CVD-SIC COMPONENTS FORECAST
  • FIGURE 4.12: CVD-SIC PARTS MARKET SHARE ESTIMATE
  • FIGURE 4.13: CVD-SIC PARTS RELATIVE PRICING
  • FIGURE 4.14: CERAMICS BY REGION (CORP HEADQUARTERS)
  • FIGURE 4.15: CERAMICS SUPPLY CHAIN AND APPLICATION
  • FIGURE 4.16: EXAMPLES OF CERAMICS USED FOR THERMAL PROCESSES
  • FIGURE 4.17: EXAMPLES OF CERAMICS USED FOR DRY ETCHING
  • FIGURE 4.18: EXAMPLE OF CERAMICS USED FOR CVD & EPI
  • FIGURE 4.19: CERAMICS MARKET SHARE % BY SUPPLIER WITH ECHUCKS
  • FIGURE 4.20: OVERVIEW OF ELECTROSTATIC CHUCK TECHNOLOGIES
  • FIGURE 4.21: ELECTROSTATIC CHUCK MARKET SHARE
  • FIGURE 4.22: ELECTROSTATIC CHUCK REVENUE TREND AND FORECAST
  • FIGURE 4.23: 2023 CERAMICS REVENUE SHARE BY REGION
  • FIGURE 4.24: 2023/2022 CHANGE IN REVENUES FOR SPECIFIC CERAMICS FABRICATORS BY HEADQUARTER COUNTRY BY REGION
  • FIGURE 4.25: GLOBAL CONTAINER FREIGHT RATE INDEX
  • FIGURE 4.26: ASSESSED CONTROL OF TERRAIN AROUND DONETSK
  • FIGURE 4.27: YEMEN'S HOUTHI ATTACKS DISRUPTING GLOBAL SHIPPING
  • FIGURE 4.28: MIDDLE EAST CONFLICT
  • FIGURE 4.29: PANAMA CANAL SHIPPING
  • FIGURE 4.30: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES
  • FIGURE 4.31: SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES
  • FIGURE 5.1: 2023 CERAMICS SUPPLIER MARKET SHARE BY REVENUE
  • FIGURE 5.2: MOST RECENT QUARTERLY CERAMICS SUPPLIER SALES
  • FIGURE 5.3: MARUWA CURRENT QUARTER FINANCIALS
  • FIGURE 6.1: 2023 ALUMINA ORES AND POWDERS BY REGION
  • FIGURE 6.2: 2023 ALUMINA PRODUCTION BY REGION
  • FIGURE 6.3: SPECIALTY ALUMINA POWDER BY SUPPLIER

TABLES

  • TABLE 1.1: ELECTRONIC CERAMICS GROWTH OVERVIEW
  • TABLE 1.2: ESTIMATED MARKET SHARE BY SUPPLIER
  • TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
  • TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
  • TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
  • TABLE 4.1: ESTIMATED MARKET SHARE BY SUPPLIER
  • TABLE 4.2: CERAMICS SUPPLIER LOCATIONS
  • TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 CERAMIC SUPPLIER INVESTMENTS
  • TABLE 4.4: ESTIMATED CERAMICS SHARE BY SUPPLIER
  • TABLE 4.5: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS
  • TABLE 4.6: REGIONAL CERAMICS FOR SEMICONDUCTOR MANUFACTURING MARKETS , CONTINUED
  • TABLE 5.1: 2023 CERAMICS OFFERINGS BY MATERIAL
  • TABLE 5.2: NGK INSULATORS CURRENT QUARTER FINANCIALS
  • TABLE 5.3: #2 KYOCERA CURRENT QUARTER FINANCIALS
  • TABLE 5.4: AGC CURRENT QUARTER FINANCIALS
  • TABLE 5.5: FERROTEC FINANCIALS, SEMI
  • TABLE 5.6: FERROTEC CURRENT QUARTER FINANCIALS
  • TABLE 6.1: PRODUCT OFFERINGS AND PURITY OF LEADING ALUMINA POWDER PRODUCERS
  • TABLE 6.2: HIGH PURITY SILICON CARBIDE POWDER PRODUCERS RANKING
  • TABLE 6.3: RANKING OF CERAMIC BLANK MANUFACTURERS
  • TABLE 8.1: HIGH PURITY ALUMINA NITRIDE POWDER PRODUCERS RANKING