O型环市场:2024-2025
市场调查报告书
商品编码
1567381

O型环市场:2024-2025

O-Ring Market Report 2024-2025

出版日期: | 出版商: TECHCET | 英文 | 商品交期: 最快1-2个工作天内

价格
简介目录

O型环是半导体产业中最常用的密封类型,与用于製造尖端和成熟半导体装置的其他组件、设备和化学品一样,O型环是且面临着需求驱动因素。儘管O型环中使用了多种弹性体材料,但氟弹性体(FKM 和FFKM)因其在极端温度下的卓越性能以及对各种化学品的耐降解性而成为半导体应用中的首选,成为事实上的标准。

本报告调查了O型环市场,重点关注半导体用全氟弹性体O型环市场。它还总结了选择全氟弹性体相对于传统弹性体O型环的技术要求、市场规模和预测、竞争格局等。

目录

第1章 执行摘要

第2章 研究范围与方法

第3章 半导体产业市场趋势

  • 2024年经济展望:软着陆、復苏乏力
  • 世界经济与展望
  • 裸硅片出货量预测
  • 成品晶圆出货趋势
  • WSTS月度销售趋势
  • 2024年产业展望
  • 2024年开始:巨额投资晶片扩张
  • FAB 扩充的优点
  • 资本投资趋势

第4章O型环技术要求

  • 半导体密封件
  • O型环性能要求
  • O型环材料
  • 为什么选择氟橡胶?
  • PFAS-禁忌话题
  • 半导体FFKM的应用
  • FFKM 製造特性摘要

第5章O型环市场规模及预测

  • 复杂的市场
  • 全氟弹性体成本
  • FFKM 市场
  • FFKMO型环的非 PFAS 替代品
  • 按供应商划分的非 PFAS 和 PFAS 产品
  • FFKM 研究、开发与替代方案

第6章 竞争态势

  • 供应商规范
  • FFKM 供应链地图
  • 半导体全氟橡胶主要供应商

第7章 分析师评价

  • 分析师评估 - 技术要求
  • 分析师评等 - O型环市场
  • 分析师评估 - 竞争格局

第8章 供应商简介

  • 3M
  • AGC
  • APPLIED SEALS (TAIWAN)
  • ASNA (APPLIED SEALS NORTH AMERICA)
  • BASF
  • 超过20家其他公司
简介目录

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