电子湿化学品和专用清洁剂全球市场分析（2023-2024）

Electronic Wet Chemicals & Specialty Cleans Market Report (a Critical Materials Report) 2023-2024

出版日期: 2023年11月16日 | 出版商:

TECHCET | 英文 392 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录图表

本报告分析了半导体装置製造中使用的湿化学品市场及其供应链面临的问题。我们还彙编和提供有关主要供应商、材料供应链中的问题和趋势、供应商市场份额的估计和预测以及材料预测的资讯。

有关湿化学品市场最新资讯和报告亮点的特色新闻稿：

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：以电子领域分类
- 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
- 持续的物流问题：对西方世界的负面影响
- TECHCET晶圆投入量预测（至2027年）
- TECHCET材料预测

第四章湿化学品市场趋势

CMR 化学品市场分析 (2023)：概述
供给能力、需求和投资
- 化工市场的拓展I
- 化工市场的拓展二
- 化工市场的拓展 III
- 各地区投资趋势
- 化学品市场分析：日本
技术因素/材料变化与转变
- 技术挑战
EHS/物流/能源问题：概述
- EHS（环境、健康与安全）议题
- 物流问题
- 能源成本
- 世界银行的担忧
- 瓦克欧洲能源报告（2022 年 12 月）
- 欧盟的许多物质源自精炼作业
- 影响：巴斯夫可能停产
- 能源消耗大

第五章基础化学品市场及预测

TECHCET 分析师评等：基础化学品
市场趋势
湿化学品细分市场
基础化学预测
供应链趋势与事件：概述
硫酸 (H2SO4)：部分概述
- H2SO4 概述
- 电子级H2SO4市场预测（以数量为基础，5年）
- 硫酸收入
- H2SO4主要供应商和经销商
- 硫酸供应商
- 硫酸的区域趋势
- 供应链：H2SO4 回收
- 电子产品硫酸的生产
- CHEMTRADE：新闻公告
过氧化氢 (H2O2)：部分概述
- H2O2 概述
- 双氧水市场预测（5年）
- H2O2 收入预测
- 双氧水供应商
- H2O2 的区域趋势
- Solvay：双氧水工艺
磷酸 (H3PO4)：部分概述
- 磷酸概述
- H3PO4市场预测（基于数量，5年）
- 磷酸收入
- H3PO4主要供应商/製造商
- H3PO4市场动态
- HSNE混合物
氢氟酸 (HF)：部分概述
- 高频概述
- 高频市场预测（基于数量，5 年）
- 高频获利预测
- HF主要供应商和经销商
- HF的区域供应
- HF的区域供应
- 高频供应链动态
硝酸 (HNO3)：部分概述
- 硝酸概述
- HNO3 市场预测（基于数量，5 年）
- 硝酸收入
- 硝酸供应商
- 硝酸供应链
异丙醇 (IPA)：部分概述
- IPA概述
- 电子产品 IPA 市场预测（基于销量，5 年）
- IPA营收预测
- IPA供应商
- 按地区划分的趋势
- 供应链动态
盐酸 (HCl)：部分概述
- HCL概述
- HCL市场预测（基于数量）
- HCL的收入
- 盐酸供应商
- 按地区划分的趋势
- 供应链动态
NH4OH：部分概述
- NH4OH概述
- NH4OH市场预测（基于数量）
- NH4OH收入预测
- NH4OH厂商
- 按地区划分的趋势
- 供应链动态
估计供应商的估计排名：按地区
基本湿化学品的评价
- Wet Chemical

第 6 章组合清洁剂

PERR(Post Etch Residue Remover)概述：关于内容
- Cu PERR 的相对增长率（按体积）：按设备
- Al PERR 相对增长率（基于体积）（按元件）
- PERR 趋势：现有与前沿
- PER 市占率
- PER 的趋势：清洁难度
- PERR化学添加剂范例
- PER 市场的驱动因素
CMP (PCMP) 后清洁剂：部分概述
- PCMP清洗剂
- PCMP收入预测
- PCMP 清洁剂：依类型
- PCMP清洁剂：按设备
- PCMP清洗剂
- PCMP清洗剂市场动态
- CMP 清洁剂的生长促进因子
- PCMP清洁剂市场趋势与挑战
- PCMP 市场的未来、过去和现在 - 成熟、创新和扩展的 PCMP
- TECHCET评测：PCMP清洁剂市场

第七章概述

2023年
化学品市场分析概论（2023）

第8章附录

第九章供应商简介

ATOTECH
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL
CHEMTRADE
其他40多家公司

简介目录图表

This report covers the wet chemicals market and supply-chain issues for such used in semiconductor device fabrication. The report contains data and analysis from TECHCET's data base 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.

1. EXECUTIVE SUMMARY

1.1. 2023 CHEMICAL CMR REPORT OVERVIEW
1.2. CHEMICAL MARKET OVERVIEW
- 1.2.1. PRICING TRENDS
1.3. YEAR 2022 IN REVIEW-2023 TRENDS/ LESSONS
1.4. MARKET TRENDS
1.5. SEGMENT VOLUME TRENDS
1.6. EHS ISSUES/CONCERNS
1.7. ANALYST ASSESSMENT

2. SCOPE, PURPOSE AND METHODOLOGY

2.1. SCOPE
2.2. PURPOSE
2.3. METHODOLOGY
2.4. 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
- 3.2.3. SERVERS / IT MARKET
3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
- 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
- 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. WET CHEMICAL MARKET TRENDS

4.1. 2023 CHEMICAL CMR REPORT OVERVIEW
4.2. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 4.2.1. CHEMICAL EXPANSIONS I
- 4.2.2. CHEMICAL EXPANSION II
- 4.2.3. CHEMICAL EXPANSION III
- 4.2.4. REGIONAL INVESTMENTS
- 4.2.5. CHEMICAL ANALYSIS JAPAN
4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
- 4.3.1. TECHNOLOGY CHALLENGE
4.4. OVERVIEW OF EHS, LOGISTIC, AND ENERGY ISSUES
- 4.4.1. EHS ISSUES
- 4.4.2. LOGISTICS ISSUES
- 4.4.3. ENERGY COSTS
- 4.4.4. WORLD BANK CONCERNS
- 4.4.5. WACKER ENERGY REPORT EUROPE (DECEMBER 2022)
- 4.4.6. EU MANY MATERIALS RESULT FROM REFINERY OPERATIONS
- 4.4.7. IMPACT: BASF MAY HALT PRODUCTION
- 4.4.8. ENERGY INTENSIVE

5. BASIC CHEMICALS MARKETS & FORECASTS

5.1. TECHCET ANALYST ASSESSMENT-BASIC CHEMICALS
- 5.1.1. PRICING TRENDS-BASIC WET CHEMICALS
- 5.1.2. COMMENTS ON FORECAST MODELING AND METHODOLOGY
5.2. MARKET TRENDS
5.3. WET CHEMICALS MARKET SEGMENT
5.4. BASIC CHEMICAL FORECAST
5.5. SUPPLY-CHAIN TRENDS AND HAPPENINGS HIGHLIGHTS
5.6. SULFURIC ACID H2SO4-SECTION OUTLINE
- 5.6.1. H2SO4 OVERVIEW
- 5.6.2. ELECTRONIC GRADE H2SO4 5-YEAR VOLUME FORECAST
- 5.6.3. SULFURIC ACID REVENUE
- 5.6.4. MAJOR SUPPLIERS OR DISTRIBUTORS OF H2SO4
- 5.6.5. SULFURIC ACID SUPPLIERS
- 5.6.6. SULFURIC ACID REGIONAL TRENDS
- 5.6.7. SUPPLY CHAIN-RECYCLE H2SO4
- 5.6.8. ELECTRONIC SULFURIC ACID PRODUCTION
- 5.6.9. CHEMTRADE PRESS ANNOUNCEMENTS
5.7. HYDROGEN PEROXIDE H2O2-SECTION OUTLINE
- 5.7.1. H2O2 OVERVIEW
- 5.7.2. HYDROGEN PEROXIDE 5-YEAR FORECAST
- 5.7.3. H2O2 REVENUE FORECAST
- 5.7.4. H2O2 SUPPLIERS
- 5.7.5. H2O2 REGIONAL TRENDS
- 5.7.6. SOLVAY H2O2 PROCESS
5.8. PHOSPHORIC ACID H3PO4-SECTION OUTLINE
- 5.8.1. PHOSPHORIC ACID OVERVIEW
- 5.8.2. H3PO4 5-YEAR VOLUME FORECAST
- 5.8.3. PHOSPHORIC ACID REVENUE
- 5.8.4. H3PO4 MAJOR SUPPLIERS /PRODUCERS
- 5.8.5. H3PO4 MARKET DYNAMICS
- 5.8.6. HSNE MIXTURE
5.9. HYDROFLUORIC ACID HF-SECTION OUTLINE
- 5.9.1. HF ACID OVERVIEW
- 5.9.2. HF 5-YEAR VOLUME FORECAST
- 5.9.3. HF REVENUE FORECAST
- 5.9.4. MAJOR SUPPLIERS OR DISTRIBUTORS OF HF
- 5.9.5. HF REGIONAL SUPPLY
- 5.9.6. HF REGIONAL SUPPLY
- 5.9.7. HF SUPPLY-CHAIN DYNAMICS
5.10. NITRIC ACID HNO3-SECTION OUTLINE
- 5.10.1. NITRIC ACID OVERVIEW
- 5.10.2. HNO3 5-YEAR VOLUME FORECAST
- 5.10.3. HNO3 REVENUE
- 5.10.4. NITRIC ACID SUPPLIERS
- 5.10.5. HNO3 SUPPLY CHAIN
5.11. ISOPROPANOL IPA-SECTION OUTLINE
- 5.11.1. IPA OVERVIEW
- 5.11.2. ELECTRONIC IPA 5-YEAR VOLUME FORECAST
- 5.11.3. IPA REVENUE FORECAST
- 5.11.4. IPA SUPPLIERS
- 5.11.5. REGIONAL TRENDS
- 5.11.6. SUPPLY CHAIN DYNAMICS
5.12. HCL-SECTION OUTLINE
- 5.12.1. HCL OVERVIEW
- 5.12.2. HCL VOLUME FORECAST
- 5.12.3. HCL REVENUE
- 5.12.4. HCL SUPPLIERS
- 5.12.5. REGIONAL TRENDS
- 5.12.6. SUPPLY CHAIN DYNAMICS
5.13. NH4OH-SECTION OUTLINE
- 5.13.1. NH4OH OVERVIEW
- 5.13.2. NH4OH VOLUME FORECAST
- 5.13.3. NH4OH REVENUE FORECAST
- 5.13.4. NH4OH SUPPLIERS
- 5.13.5. REGIONAL TRENDS
- 5.13.6. SUPPLY CHAIN DYNAMICS
5.14. ESTIMATED SUPPLIER RANKING BY REGION
5.15. BASIC WET CHEMICALS ASSESSMENT
- 5.15.1. WET CHEMICALS

6. FORMULATED CLEANS

6.1. PERRS OVERVIEW-WHAT DO THEY CONSIST OF
- 6.1.2. CU PERR RELATIVE VOLUME GROWTH BY DEVICE
- 6.1.3. AL PERR RELATIVE VOLUME GROWTH BY DEVICE
- 6.1.4. PERR TRENDS-LEGACY VS. LEADING EDGE
- 6.1.5. PERR MARKET SHARE
- 6.1.6. PERR TRENDS-CLEANING COMPLEXITY
- 6.1.7. PERR CHEMISTRY ADDITIVES EXAMPLES
- 6.1.8. PERR MARKET DRIVERS
6.2. POST CMP CLEANS PCMP-SECTION OUTLINE
- 6.2.1. PCMP CLEANING
- 6.2.2. PCMP REVENUE FORECAST
- 6.2.3. PCMP CLEANS BY TYPE
- 6.2.4. POST CMP CLEANS BY DEVICE
- 6.2.5. PCMP CLEAN
- 6.2.6. PCMP CLEAN MARKET DYNAMICS
- 6.2.7. GROWTH DRIVERS OF CMP CLEANS
- 6.2.8. PCMP CLEANING TRENDS & CHALLENGES
- 6.2.9. PCMP FUTURE PAST AND PRESENT-MATURE, INNOVATE AND EXPAND PCMP
- 6.2.10. TECHCET ASSESSMENT OF PCMP CLEANING MARKET

7. SUMMARY

7.1. YEAR 2023
7.2. 2023 CHEMICAL CMR REPORT OVERVIEW

8. APPENDIX

8.1. SUPPLY CHAIN-RECYCLE H2SO4
- 8.1.1. SUPPLY CHAIN-SULFURIC ACID PRODUCTION
8.2. SUPPLY CHAIN-CHALLENGE OF PRODUCING H3PO4-PURITY
8.3. SUPPLY CHAIN-OLEUM
8.4. SUPPLY CHAIN-HF PRODUCTION
- 8.4.1. SUPPLY CHAIN-HF SUB-TIER-AHF PRODUCTION
- 8.4.2. HF / BOE MARKET
- 8.4.3. SUPPLY CHAIN-HF SUB-TIER FLUORSPAR COST COMPONENTS
8.5. SUB-TIER SUPPLY CHAIN DEPENDENCIES-IPA PRODUCTION
- 8.5.1. ACETONE IN THE SUPPLY-CHAIN FOR IPA

9. SUPPLIER PROFILES

ATOTECH
AUECC
AVANTOR
BASF
CHANG CHUN PETROCHEMICAL
CHEMTRADE
...and 40+ more

简介目录图表

LIST OF FIGURES

FIGURE 1: REVENUE VS YOY % WAFER STARTS AND REVENUE
FIGURE 2 TOTAL CHEMICAL REVENUE($ M)
FIGURE 3: CHEMICALS BY VOLUME (M KG)
FIGURE 4 : GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
FIGURE 5: WORLDWIDE SEMICONDUCTOR SALES
FIGURE 6: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
FIGURE 7: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
FIGURE 8: 2022 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 9: MOBILE PHONE SHIPMENTS WW ESTIMATES
FIGURE 10: WORLDWIDE PC AND TABLET FORECAST
FIGURE 11: ELECTRIFICATION TREND BY WORLD REGION
FIGURE 12: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
FIGURE 13: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
FIGURE 14: CHIP EXPANSIONS 2022-2027 US $366 B
FIGURE 15: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 16: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
FIGURE 17: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
FIGURE 18: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
FIGURE 19: EUROPE CHIP EXPANSION UPSIDE
FIGURE 20: PORT OF LA
FIGURE 21: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
FIGURE 22: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
FIGURE 23: INCREASE IN CLEANING STEPS
FIGURE 24: COMPLEXITY OF DEVICE STRUCTURE AND MATERIALS LEAD TO CLEANING COMPLEXITY
FIGURE 25: PRICE INDEX FORECAST (WORLD BANK GROUP 2023)
FIGURE 26: WACKER RAW MATERIAL PRICING
FIGURE 27: TOTAL CHEMICAL REVENUE($ M)
FIGURE 28: 2023 CHEMICAL REVENUE ($5.6B)
FIGURE 29: 2027 CHEMICAL REVENUE ($7.0 B)
FIGURE 30: BASIC CHEMICAL REVENUE ($ M)
FIGURE 31: H2SO4 VOLUMES (M KG)
FIGURE 32: H2SO4 REVENUES (M $)
FIGURE 33: SULFURIC ACID PRODUCER PRICE INDEX US (FRED)
FIGURE 34: TSMC CIRCULAR ECONOMY ON SULFURIC ACID
FIGURE 35: H2O2 VOLUMES(M KG)
FIGURE 36: H2O2 REVENUES (M $)
FIGURE 37: H3PO4 VOLUMES M KG
FIGURE 38: H3PO4 REVENUE (M $)
FIGURE 39: HF VOLUMES (M KG)
FIGURE 40: HF REVENUES (M $)
FIGURE 41: HNO3 VOLUMES (M KG)
FIGURE 42: HNO3 REVENUES (M $)
FIGURE 43: IPA VOLUME (M KG)
FIGURE 44: IPA REVENUES (M $)
FIGURE 45: HCL VOLUMES (M KG)
FIGURE 46: HCL REVENUES
FIGURE 47: NH4OH VOLUMES (M KG)
FIGURE 48: H4OH REVENUES (M $)
FIGURE 49: BASIC CHEMICAL REVENUE ($ M)
FIGURE 50: CU PERR VOLUME (M KG)
FIGURE 51: CU PERR REVENUE
FIGURE 52: AL PERR VOLUMES (M KG)
FIGURE 53: AL PERR REVENUE
FIGURE 54: PERR MARKET SHARE
FIGURE 55: COMPLEXITY OF CLEANS
FIGURE 56: PCMP CHEMISTRY IN ACTION
FIGURE 57: CMP CLEAN REVENUE ($ M)
FIGURE 58: TOTAL CLEANS BY SLURRY TYPE.
FIGURE 59: CMP CLEANS BY DEVICE
FIGURE 60: PCMP CLEAN MARKET SHARE
FIGURE 61: SHIFT IN CMP SCOPE
FIGURE 62: COMPARISON OF METALS RESISTIVITIES BY DIMENSION
FIGURE 63: 14NM VS. 7NM METALLIZATION TECHNIQUES
FIGURE 64:DRAM NODE HVM ESTIMATES CMP
FIGURE 65: 3D NAND NODE HVM ESTIMATE CMP
FIGURE 66: STACKING FOR 3D NAND
FIGURE 67: TSMC CIRCULAR ECONOMY ON SULFURIC ACID
FIGURE 68: H2SO4 GENERIC PLANT DESIGN
FIGURE 69: HF GENERIC PLANT DESIGN
FIGURE 70: ALF PRODUCTION COST
FIGURE 71: IPA PRODUCTION