Oリング市場：2024年～2025年

Oリングは、半導体産業で使用される最も一般的なタイプのシールであり、最先端および成熟した半導体デバイスの製造に使用される他の部品、装置、および化学薬品と同様に、品質と需要の促進要因に直面しています。Oリングには複数のエラストマー材料が使用されていますが、フッ素エラストマー（FKMとFFKMの両方）は、極端な温度で優れた性能を発揮し、さまざまな化学薬品による劣化に強いため、半導体用途では事実上の標準となりつつあります。

当レポートでは、Oリング市場について調査し、半導体用パーフロロエラストマーOリング市場に焦点を当てています。また、従来のエラストマーOリングよりもパーフロロエラストマーを選択する技術的要件、市場規模と予測、競合情勢などをまとめています。

目次

第1章 エグゼクティブサマリー

第2章 調査範囲と手法

第3章 半導体産業の市場動向

• 2024年の経済見通し：ソフトランディング、弱々しい回復
• 世界経済と見通し
• ベアシリコンウエハー出荷予測
• 完成ウエハー出荷動向
• WSTS月間売上動向
• 2024年の業界展望
• 2024年は始まり：チップ拡張への巨額投資
• FAB拡張の利点
• 設備投資の動向

第4章 Oリングの技術要件

• 半導体シール
• Oリングの性能要件
• Oリング材質
• フッ素エラストマーを選ぶ理由
• PFAS-タブーな話題
• 半導体FFKMの用途
• FFKM製造特性の概要

第5章 Oリング市場規模と予測

• 複雑な市場
• パーフルオロエラストマーのコスト
• FFKM市場
• FFKM Oリングの非PFAS代替品
• サプライヤー別非PFASおよびPFAS製品
• FFKMの研究開発と代替品

第6章 競合情勢

• サプライヤー指定
• FFKMサプライチェーンマップ
• 半導体パーフルオロエラストマーの主要サプライヤー

第7章 アナリストの評価

• アナリスト評価- 技術要件
• アナリスト評価- Oリング市場
• アナリスト評価- 競合情勢

第8章 サプライヤープロファイル

• 3M
• AGC
• APPLIED SEALS (TAIWAN)
• ASNA (APPLIED SEALS NORTH AMERICA)
• BASF
• その他20社以上

O-rings are the most common type of seal used in the semiconductor industry and face the same quality and demand drivers as other components, equipment, and chemicals used in the manufacture of leading-edge and mature semiconductor devices. Although multiple elastomeric materials are used in o-ring service, fluoroelastomers (both FKM and FFKM) are becoming the de facto standard in semiconductor applications due to their excellent performance in extreme temperatures and resistance to degradation by a wide range of chemicals. This report focuses on the semiconductor perfluoroelastomer o-ring market. It will cover several aspects of this market:

• Technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings
• Market size and forecast
• Competitive landscape

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

2 SCOPE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 PURPOSE
• 2.3 METHODOLOGY

3 SEMICONDUCTOR INDUSTRY MARKET TRENDS

• 3.1 2024 ECONOMIC OUTLOOK: SOFT LANDING, ANEMIC RECOVERY
• 3.2 WORLDWIDE ECONOMY AND OUTLOOK
• 3.3 BARE SILICON WAFER SHIPMENT FORECAST
• 3.4 FINISHED WAFER SHIPMENT TRENDS
• 3.5 WSTS MONTHLY SALES TRENDS
• 3.6 2024 INDUSTRY OUTLOOK
• 3.7 2024 IS THE START: HUGE INVESTMENT IN CHIP EXPANSIONS
• 3.8 THE UPSIDE WITH FAB EXPNSIONS
• 3.9 EQUIPMENT SPENDING TRENDS

4 O-RING TECHNICAL REQUIREMENTS

• 4.1 SEMICONDUCTOR SEALS
• 4.2 O-RING PERFORMANCE REQUIREMENTS
• 4.3 O-RING MATERIALS
• 4.4 WHY FLUOROELASTOMERS
  • 4.4.1 THE CASE FOR FLUOROELASTOMERS - OUTGASSING
  • 4.4.2 THE CASE FOR FLUOROELASTOMERS - HF
  • 4.4.3 THE CASE FOR PERFLUOROELASTOMERS - SOLVENTS
  • 4.4.4 THE CASE FOR PERFLUOROELASTOMERS - PLASMA
  • 4.4.5 THE CASE FOR PERFLUOROELASTOMERS - TEMPERATURE
  • 4.4.6 THE CASE FOR PERFLUOROELASTOMERS - PURITY
• 4.5 PFAS - THE ELEPHANT IN THE ROOM
  • 4.5.1 THE PROBLEM WITH PFAS
  • 4.5.2 STATUS OF PFAS AVAILABILITY
  • 4.5.3 REPLACING PFAS IS DIFFICULT
  • 4.5.4 FUTURE OUTLOOK FOR PFAS
• 4.6 SEMICONDUCTOR FFKM APPLICATIONS
  • 4.6.1 FFKM APPLICATIONS - CVD
  • 4.6.2 FFKM APPLICATIONS - ETCH CHAMBER
  • 4.6.3 FFKM APPLICATIONS - ALD CHAMBER
• 4.7 SUMMARY OF FFKM MANUFACTURING CHARACTERISTICS

5 O-RING MARKET SIZE AND FORECAST

• 5.1 A COMPLICATED MARKET
• 5.2 PERFLUOROELASTOMER COST
• 5.3 FFKM MARKET
  • 5.3.1 FFKM MARKET BY APPLICATION - CVD SEALS
  • 5.3.2 FFKM MARKET BY APPLICATION - ETCH SEALS
  • 5.3.3 FFKM MARKET BY APPLICATION - ALD SEALS
  • 5.3.4 FFKM MARKET BY APPLICATION - DRY STRIP SEALS
  • 5.3.5 FFKM MARKET BY APPLICATION - RTP SEALS
• 5.4 NON-PFAS ALTERNATIVES TO FFKM O-RINGS
• 5.5 NON-PFAS & PFAS PRODUCTS BY SUPPLIER
• 5.6 R&D AND ALTERNATIVES TO FFKM

6 COMPETITIVE LANDSCAPE

• 6.1 SUPPLIER DESIGNATIONS
• 6.2 FFKM SUPPLY CHAIN MAP
  • 6.2.1 FFKM MARKET LANDSCAPE - TIER 2
  • 6.2.2 FFKM MARKET LANDSCAPE - TIER 1
• 6.3 MAJOR SEMICONDUCTOR PERFLUOROELASTOMER SUPPLIERS
  • 6.3.1 ADDITIONAL PERFLUOROELASTOMER SUPPLIERS

7 ANALYST ASSESSMENT

• 7.1 ANALYST ASSESSMENT - TECHNICAL REQUIREMENTS
• 7.2 ANALYST ASSESSMENT - O-RING MARKET
• 7.3 ANALYST ASSESSMENT - COMPETITIVE LANDSCAPE

8 SUPPLIER PROFILES

• 3M
• AGC
• APPLIED SEALS (TAIWAN)
• ASNA (APPLIED SEALS NORTH AMERICA)
• BASF
• ...AND 20+ MORE

FIGURES

• FIGURE 1.1: FFKM MARKET FORECAST
• FIGURE 3.1: GLOBAL GDP GROWTH
• FIGURE 3.2: SEMICONDUCTOR REVENUE FORECAST
• FIGURE 3.3: SILICON WAFER SHIPMENT FORECAST BY DIAMETER
• FIGURE 3.4: FINISHED WAFER SHIPMENTS BY DEVICE TYPE
• FIGURE 3.5: SEMICONDUCTOR REVENUE MONTHLY FORECAST
• FIGURE 3.6: ESTIMATED GLOBAL FAB SPENDING 2022-2027
• FIGURE 3.7: TOP 6 CHIP MANUFACTURERS CAPITAL SPENDING FORECAST
• FIGURE 3.8: GLOBAL EQUPMENT SPENDING FORECAST
• FIGURE 4.1: CHANGE IN WEIGHT OF EPDM O-RING AFTER EXPOSURE TO CONCENTRATED HYDROFLUORIC ACID
• FIGURE 4.2: CHANGE IN THE WEIGHT OF FKM O-RING AFTER EXPOSURE TO A PHOTORESIST ORGANIC SOLVENT
• FIGURE 4.3: WEIGHT CHANGE OF VARIOUS O-RINGS AFTER F-RADICAL EXPOSURE
• FIGURE 4.4: COMPARING APPEARANCE AND WEIGHT BEFORE AND AFTER F-RADICAL EXPOSURE
• FIGURE 4.5: ELASTOMER OPERATING TEMPERATURE RANGE
• FIGURE 4.6: COMPARISON OF METAL LEACHATE FROM EPDM AND FKM O-RINGS WHEN IMMERSED IN DIW
• FIGURE 4.7: PFAS-CONTAINING PRODUCTS
• FIGURE 4.8: PFAS VILLAGE IN CHANGSHU, CHINA
• FIGURE 4.9: POSITIVE ATTRIBUTES OF FFKM
• FIGURE 4.10: TYPICAL CVD CHAMBER
• FIGURE 4.11: TYPICAL ETCH CHAMBER
• FIGURE 4.12: TYPICAL ALD CHAMBER
• FIGURE 5.1: FKM/FFKM FINISHED GOOD PRICING
• FIGURE 5.2: FFKM MARKET FORECAST
• FIGURE 5.3: CVD SEALS REVENUE FORECAST ESTIMATES
• FIGURE 5.4: ETCH SEAL REVENUE FORECAST ESTIMATES
• FIGURE 5.5: ALD SEALS REVENUES FORECAST ESTIMATES
• FIGURE 5.6: DRY STRIP SEALS REVENUES FORECAST ESTIMATES
• FIGURE 5.7: RTP SEALS REVENUES FORECAST ESTIMATES
• FIGURE 5.8: EUV LITHOGRAPHY OPTICS AND BEAM PATHWAY
• FIGURE 6.1: GENERAL SEMICONDUCTOR MATERIAL SUPPLIER DESIGNATIONS
• FIGURE 7.1: FFKM O-RING MARKET SEGMENT REVENUES FORECAST ESTIMATES

TABLES

• TABLE 4.1: ELASTOMER PROPERTY COMPARISON
• TABLE 4.2: THE RESULTS OF O-RING IMMERSION IN CONCENTRATED HYDROFLUORIC ACID, TYPICALLY USED IN WET CHEMICALS
• TABLE 4.3: MEASUREMENTS OF WEIGHT AT VARIOUS TIME INTERVALS AND PHYSICAL APPEARANCE OF THREE O-RINGS IMMERSED IN AN ORGANIC SOLVENT
• TABLE 5.1: SUPPLIERS OF NON-PFAS AND PFAS O-RINGS
• TABLE 6.1: FFKM SUPPLY CHAIN MAP
• TABLE 6.2: MAJOR SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS
• TABLE 6.3: ADDITIONAL SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS