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全球光刻材料市场分析（2023-2024年）
市场调查报告书
商品编码
1413690

全球光刻材料市场分析（2023-2024年）

Lithography Materials Market Report (a Critical Materials Report) 2023-2024
出版日期: | 出版商: TECHCET | 英文 260 Pages | 商品交期: 最快1-2个工作天内

价格

本报告分析了用于半导体装置製造的光刻材料的全球市场和供应链，并提供了主要供应商的资讯、材料供应链中的问题和趋势、供应商的市场份额估计和预测以及按材料细分市场的细分。向您提供诸如预测之类的资讯。

有关光刻材料市场最新动态和报告亮点的专题新闻稿：

目录

第一章执行摘要

第二章 研究范围、目的与研究方法

第三章 半导体产业市场现况与展望

  • 世界经济
    • 连结半导体产业与全球经济
    • 半导体销售额成长率
    • 台湾月度销售趋势
    • 2023年高度不确定性－半导体收入成长预计将放缓至负值
  • 晶片销售趋势：按电子设备细分市场
    • 手机
    • PC 出货量
    • 伺服器/IT市场
  • 半导体製造业的成长与扩张
    • 铸造厂扩建公告：概述
    • 透过在世界各地扩大铸造厂来加速成长
    • 资本支出趋势
    • 技术路线图
    • 代工投资评估
  • 政策和贸易趋势及影响
  • 半导体材料概述
    • 晶片生产进度可能受到材料产能限制
    • 减少物流问题
    • Techcet晶圆开始预测至2027年
    • Techcet材料预测

第四章光阻部分

  • 市场宏观趋势
  • 光阻营收预测
    • EUV光阻：市场概况
    • ARF (193)/ARFI (193 Immersion)：市场概览
    • KRF (248NM) 光阻：市场概况
    • G线/I线：市场概况
  • 光阻市场占有率
    • 光阻供应商反思
    • 光阻供应商
  • 光阻技术的发展趋势
    • 图案化技术的趋势
    • 製造层：按光刻曝光类型
    • 3D NAND技术趋势（光刻製程的增加）
    • 光阻技术的趋势（平台的变化）
    • 图案趋势
    • 主要材料（宏观）技术趋势（图案材料显着变化）
  • 按地区划分的趋势
    • 区域趋势：材料公司的扩张，概述
  • 环境、健康与安全问题
  • 光阻段评估

第五章 配套延伸市场

  • 配套市场状况
  • 配套市场预测
    • 辅助（EBR（边珠去除）、显影剂、预湿、冲洗）数量预测
    • 辅助（EBR/Prewett）获利预测
    • 辅助（EBR/预湿）数量预测
    • 辅助（负显影剂/冲洗剂）利润预测
    • 辅助（负显影剂/冲洗剂）数量预测
    • 辅助（积极的开发商）利润预测
    • 预测辅助（正显影剂）数量
  • 主要扩展供应商
    • 选择扩展辅助供应商
  • 延伸预测
    • 外延（底涂）获利预测
    • 延伸（底涂）数量预测
    • 扩展部分的收入预测（SI底部抗反射涂层）
    • 扩展数量预测（SI 底部减反射涂层）
    • 延伸（KRF底部抗反射涂层）营收预测
    • 延伸（KRF底部增透膜）数量预测
    • 延伸（旋涂碳底抗反射涂层）营收预测
    • 延伸（旋涂碳底抗反射涂层）用量预测
    • 延伸（ARF底部抗反射涂层）营收预测
    • 延伸部分（ARF底部抗反射涂层）数量预测
  • 辅助延伸技术
    • 新製程带来的材料变化（193NM 浸入式 EUV）
    • 发展历程
    • 溶剂的影响：从正性光阻到负性光阻的转变
  • 附属情况（光阻以外的製造商）
  • 辅助扩展材料的评估
    • 分析师评级（辅助）
    • 分析师评级（扩展）

第六章 供应链的 "新" 进入者

  • 供应链的 "新" 进入者：LAM RESEARCH
  • "新" 供应链进入者：DONGJIN SEMICHEM（韩国）
    • 供应链扩张：中国
  • 下游供应链：中断
  • 供应链价格趋势
  • 更多关于供应链的思考
  • 参考

第七章 供应商简介

  • Avantor
  • AllresistGesellschaftfürchemische
  • BASF
  • BrewerScience
  • Chang Chun Petrochemical
  • DongjinChemical
  • ...20多家其他公司

This report covers the Photolithography materials market and supply chain for those materials used in semiconductor device fabrication. 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 Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.

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. MARKET TRENDS IMPACTING LITHOGRAPHY
  • 1.2. TECHNICAL TRENDS IMPACTING LITHOGRAPHY
  • 1.3. PHOTORESIST REVENUE 5-YEAR FORECAST
    • 1.3.1. ANCILLARY AND EXTENSION REVENUE 5-YEAR FORECAST
  • 1.4. YEAR 2022 IN REVIEW-2022 LITHOGRAPHY TRENDS/ LESSONS
  • 1.5. MARKET TRENDS IMPACTING LITHOGRAPHY MATERIALS OUTLOOK
  • 1.6. COMPETITIVE LANDSCAPE
  • 1.7. EHS ISSUES/CONCERNS n 0 PFAS
  • 1.8. ANALYST ASSESSMENT
    • 1.8.1. ANALYST TECHNOLOGY UPDATE

2. SCOPE, PURPOSE AND METHODOLOGY

  • 2.1. PURPOSE
  • 2.2. METHODOLOGY
  • 2.3. 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
      • 3.2.2.1. ELECTRIC VEHICLE (EV) MARKET TRENDS
      • 3.2.2.2. INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
    • 3.2.3. SERVERS / IT MARKET
  • 3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
    • 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
      • 3.3.1.1. NEW FABS IN THE US
    • 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. PHOTORESIST SEGMENT

  • 4.1. MARKET MACRO TRENDS
  • 4.2. PHOTORESIST REVENUE FORECAST
    • 4.2.1. EUV PHOTORESIST-MARKET OVERVIEW
    • 4.2.2. ARF (193) & ARFI (193 IMMERSION)-MARKET OVERVIEW
    • 4.2.3. KRF (248NM) PHOTORESIST-MARKET OVERVIEW
    • 4.2.4. G & I LINE-MARKET OVERVIEW
  • 4.3. PHOTORESIST MARKET SHARES
    • 4.3.1. PHOTORESIST SUPPLIER REFLECTION
    • 4.3.2. SUPPLIERS PHOTORESIST
      • 4.3.2.1. DUPONT SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.2. DONGJIN SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.3. FUJIFILM SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.4. JSR SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.5. MERCK KGAA, EMD ELECTRONICS SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.6. (SHIN-ETSU) SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.7. SUMITOMO SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.8. TOK SUPPLY CAPACITY AND DEMAND, INVESTMENTS
      • 4.3.2.9. SUB-TIER SUPPLY-CHAIN "NEW" ENTRANTS
      • 4.3.2.10. SUB-TIER SUPPLY-CHAIN CHINESE PRODUCERS
  • 4.4. PHOTORESIST TECHNOLOGY TRENDS
    • 4.4.1. PATTERNING TECHNOLOGY TRENDS
    • 4.4.2. PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE
    • 4.4.3. 3DNAND TECHNOLOGY TRENDS (INCREASING LITHOGRAPHY STEPS)
    • 4.4.4. PHOTORESIST TECHNOLOGY TRENDS (PLATFORM TRANSITIONS)
      • 4.4.4.1. THE EVOLUTION (A LITHO MATERIALS PERSPECTIVE): POLYMER PLATFORM TRANSITION AS WELL AS A DEVELOPER TRANSITION @ EUV
    • 4.4.5. PATTERNING TRENDS
      • 4.4.5.1. PATTERNING TECHNOLOGY TRENDS
      • 4.4.5.2. DYNAMIC SELF ASSEMBLY PROCESS
    • 4.4.6. KEY MATERIAL (MACRO)TECHNOLOGY TRENDS (PATTERNING MATERIAL TRANSITIONS TO WATCH)
  • 4.5. REGIONAL TRENDS
    • 4.5.1. REGIONAL TRENDS-MATERIAL COMPANY EXPANSIONS SUMMARY
  • 4.6. EHS ISSUES
  • 4.7. ASSESSMENT OF PHOTORESIST SEGMENT

5. ANCILLARY AND EXTENSIONS MARKET SEGMENT

  • 5.1. MARKET LANDSCAPE FOR ANCILLARIES
  • 5.2. ANCILLARY FORECASTS
    • 5.2.1. ANCILLARIES (EBR, DEVELOPERS, PREWETS AND RINSES) VOLUMES FORECAST
    • 5.2.2. ANCILLARIES (EDGE BEAD REMOVAL AND PREWET) REVENUE FORECAST
    • 5.2.3. ANCILLARIES (EDGE BEAD REMOVAL AND PREWET) VOLUMES FORECAST
    • 5.2.4. ANCILLARIES (NEGATIVE TONE RESIST DEVELOPER AND RINSE) REVENUES FORECAST
    • 5.2.5. ANCILLARIES (NEGATIVE TONE RESIST DEVELOPER AND RINSE) VOLUMES FORECAST
    • 5.2.6. ANCILLARIES (POSITIVE TONE RESIST DEVELOPER) REVENUE FORECAST
    • 5.2.7. ANCILLARIES (POSITIVE TONE RESIST DEVELOPER) VOLUMES FORECAST
  • 5.3. KEY SUPPLIERS OF EXTENSION MATERIALS
    • 5.3.1. SELECT EXTENSION AND ANCILLARY SUPPLIERS
  • 5.4. EXTENSION MATERIALS FORECASTS
    • 5.4.1. EXTENSIONS (BOTTOM COATINGS) REVENUE FORECAST
    • 5.4.2. EXTENSIONS (BOTTOM COATINGS) VOLUMES FORECAST
    • 5.4.3. EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST
    • 5.4.4. EXTENSIONS (SI BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST
    • 5.4.5. EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST
    • 5.4.6. EXTENSIONS (KRF BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST
    • 5.4.7. EXTENSIONS SPIN-ON CARBON BOTTOM ANTIREFLECTIVE COATING REVENUE FORECAST
    • 5.4.8. EXTENSIONS SPIN-ON CARBON BOTTOM ANTIREFLECTIVE COATING VOLUMES FORECAST
    • 5.4.9. EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) REVENUE FORECAST
    • 5.4.10. EXTENSIONS (ARF BOTTOM ANTIREFLECTIVE COATINGS) VOLUMES FORECAST
  • 5.5. ANCILLARY AND EXTENSION MATERIALS TECHNOLOGIES
    • 5.5.1. MATERIAL CHANGES DRIVEN BY NEW PROCESSES (193NM IMMERSION TO EUV)
    • 5.5.2. THE DEVELOPER TRANSITION
    • 5.5.3. SOLVENT IMPACT: TRANSITION FROM POSITIVE PHOTORESIST TO NEGATIVE PHOTORESIST
  • 5.6. ANCILLARY SUPPLY LANDSCAPE (NON-PHOTORESIST MAKERS)
  • 5.7. ANCILLARY AND EXTENSION MATERIALS ASSESSMENT
    • 5.7.1. ANALYST ASSESSMENT (ANCILLARIES)
    • 5.7.2. ANALYST ASSESSMENT (EXTENSIONS)

6. SUPPLY-CHAIN "NEW" ENTRANTS

  • 6.1. SUPPLY-CHAIN "NEW" ENTRANTS-LAM RESEARCH
  • 6.2. SUPPLY-CHAIN "NEW" ENTRANTS-S. KOREA-DONGJIN SEMICHEM
    • 6.2.1. SUPPLY CHAIN EXPANSIONS-CHINA
  • 6.3. SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
  • 6.4. SUPPLY-CHAIN PRICING TRENDS
  • 6.5. SUPPLY-CHAIN OTHER THOUGHTS
  • 6.6. REFERENCES

7. SUPPLIER PROFILES

  • Avantor
  • AllresistGesellschaftfürchemische
  • BASF
  • BrewerScience
  • Chang Chun Petrochemical
  • DongjinChemical
  • ...and 20+ more

LIST OF FIGURES

  • FIGURE 1: PHOTORESIST REVENUE FORECAST
  • FIGURE 2: TOTAL ANCILLARY AND EXTENSION REVENUE FORECAST
  • FIGURE 3: BOTTOM ANTI-REFLECTIVE COATINGS (BARCS) HOW THEY WORK, EXAMPLE
  • FIGURE 4: 2022 MARKET SHARE ESTIMATES OF TOP 3 PHOTORESIST COMPANIES
  • FIGURE 5: ASML EUV SYSTEM BEAM PATH NXE: 3400B
  • FIGURE 6: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
  • FIGURE 7: WORLDWIDE SEMICONDUCTOR SALES
  • FIGURE 8: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
  • FIGURE 9: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
  • FIGURE 10: 2022 SEMICONDUCTOR CHIP APPLICATIONS
  • FIGURE 11: MOBILE PHONE SHIPMENTS WW ESTIMATES
  • FIGURE 12: WORLDWIDE PC AND TABLET FORECAST
  • FIGURE 13: ELECTRIFICATION TREND BY WORLD REGION
  • FIGURE 14: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
  • FIGURE 15: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
  • FIGURE 16: CHIP EXPANSIONS 2022-2027 US$366 B
  • FIGURE 17: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
  • FIGURE 18: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
  • FIGURE 19: OVERVIEW OF DEVICE TECHNOLOGY ROADMAP
  • FIGURE 20: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
  • FIGURE 21: EUROPE CHIP EXPANSION UPSIDE
  • FIGURE 22: PORT OF LA
  • FIGURE 23: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
  • FIGURE 24: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
  • FIGURE 25: PHOTORESIST REVENUE FORECAST
  • FIGURE 26: EUV PHOTORESIST REVENUE FORECAST (US$ MILLIONS)
  • FIGURE 27: EUV PHOTORESIST VOLUME FORECAST
  • FIGURE 28: ARF PHOTORESIST REVENUE FORECAST
  • FIGURE 29: ARF PHOTORESIST VOLUME FORECAST
  • FIGURE 30: KRF PHOTORESIST REVENUE FORECAST
  • FIGURE 31: KRF (248NM) PHOTORESIST VOLUME FORECAST
  • FIGURE 32: G&I PHOTORESIST REVENUE FORECAST
  • FIGURE 33: G&I PHOTORESIST VOLUME FORECAST
  • FIGURE 34: 2022 PHOTORESIST MARKET SHARES ESTIMATES (% OF WW REVENUES)
  • FIGURE 35: GENERAL SCHEMATIC OF LITHO EXPOSURES BY DEVICE TYPE
  • FIGURE 36: EXAMPLE OF 3D NAND SCALING BY STACKS/TIERS
  • FIGURE 37: SCANNER TECHNOLOGY TRENDS ARF TO EUV
  • FIGURE 38: EVOLUTION OF PHOTORESIST CHEMISTRY
  • FIGURE 39: NANO IMPRINT LITHOGRAPHY:
  • FIGURE 40: CONVENTIONAL AND SELECTIVE DIRECTED SELF-ASSEMBLY
  • FIGURE 41: ANCILLARY REVENUES FORECAST
  • FIGURE 42: ANCILLARY VOLUME FORECAST
  • FIGURE 43: EBR AND PREWET REVENUE FORECAST
  • FIGURE 44: EBR AND PREWET VOLUME FORECAST
  • FIGURE 45: NTD CHEMICALS REVENUE FORECAST
  • FIGURE 46: NTD CHEMICALS VOLUME FORECAST
  • FIGURE 47: POSITIVE TONE DEVELOPER REVENUES FORECAST (US$M)
  • FIGURE 48: PTD VOLUME FORECAST (KILOLITERS/YR)
  • FIGURE 49: EXTENSION MATERIALS REVENUE FORECAST
  • FIGURE 50: EXTENSION VOLUME FORECAST
  • FIGURE 51: SI BARC REVENUE FORECAST (US$M)
  • FIGURE 52: SI BARC VOLUME FORECAST
  • FIGURE 53: KRF BARAC REVENUE FORECAST
  • FIGURE 54: KRF BARC VOLUME FORECAST
  • FIGURE 55: SOC REVENUE FORECAST
  • FIGURE 56: SOC VOLUME FORECAST
  • FIGURE 57: ARF BARC REVENUE FORECAST
  • FIGURE 58: ARF BARC VOLUMES/YEAR FORECAST
  • FIGURE 59: DEVELOPER TRANSITION
  • FIGURE 60: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST
  • FIGURE 61: LAM RESEARCH DRY RESIST

LIST OF TABLES

  • TABLE 1: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
  • TABLE 2: IMF ECONOMIC OUTLOOK*
  • TABLE 3: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
  • TABLE 4: REGIONAL SEMICONDUCTOR TRENDS
  • TABLE 5: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY
  • TABLE 6: SOLVENT SUPPLIERS
  • TABLE 7: KEY SUPPLIERS OF EXTENSION MATERIALS
  • TABLE 8: ANCILLARY SUPPLIER LANDSCAPE