電子濕化學品和專用清潔劑全球市場分析（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個工作天內

價格

簡介目錄圖表

本報告分析了半導體裝置製造中使用的濕化學品市場及其供應鏈面臨的問題。我們還彙編和提供有關主要供應商、材料供應鏈中的問題和趨勢、供應商市場份額的估計和預測以及材料預測的資訊。

有關濕化學品市場最新資訊和報告亮點的特色新聞稿：

世界經濟
- 連結半導體產業與全球經濟
- 半導體銷售額成長率
- 台灣月度銷售趨勢
- 2023年高度不確定性－半導體收入成長預計將放緩至負值
晶片銷售：以電子領域分類
- 手機
- PC 出貨量
- 伺服器/IT市場
半導體製造業的成長與擴張
- 鑄造廠擴建公告：概述
- 透過在世界各地擴大鑄造廠來加速成長
- 資本支出趨勢
- 技術路線圖
- 代工投資評估
政策和貿易趨勢及影響
半導體材料概述
- 晶片生產進度可能受到材料產能限制
- 持續的物流問題：對西方世界的負面影響
- TECHCET晶圓投入量預測（至2027年）
- TECHCET材料預測

第四章濕化學品市場趨勢

CMR 化學品市場分析 (2023)：概述
供給能力、需求和投資
- 化工市場的拓展I
- 化工市場的拓展二
- 化工市場的拓展 III
- 各地區投資趨勢
- 化學品市場分析：日本
技術因素/材料變化與轉變
- 技術挑戰
EHS/物流/能源問題：概述
- EHS（環境、健康與安全）議題
- 物流問題
- 能源成本
- 世界銀行的擔憂
- 瓦克歐洲能源報告（2022 年 12 月）
- 歐盟的許多物質源自精煉作業
- 影響：巴斯夫可能停產
- 能源消耗大

第五章基礎化學品市場及預測

TECHCET 分析師評等：基礎化學品
市場趨勢
濕化學品細分市場
基礎化學預測
供應鏈趨勢與事件：概述
硫酸 (H2SO4)：部分概述
- H2SO4 概述
- 電子級H2SO4市場預測（以數量為基礎，5年）
- 硫酸收入
- H2SO4主要供應商和經銷商
- 硫酸供應商
- 硫酸的區域趨勢
- 供應鏈：H2SO4 回收
- 電子產品硫酸的生產
- CHEMTRADE：新聞公告
過氧化氫 (H2O2)：部分概述
- H2O2 概述
- 雙氧水市場預測（5年）
- H2O2 收入預測
- 雙氧水供應商
- H2O2 的區域趨勢
- Solvay：雙氧水工藝
磷酸 (H3PO4)：部分概述
- 磷酸概述
- H3PO4市場預測（基於數量，5年）
- 磷酸收入
- H3PO4主要供應商/製造商
- H3PO4市場動態
- HSNE混合物
氫氟酸 (HF)：部分概述
- 高頻概述
- 高頻市場預測（基於數量，5 年）
- 高頻獲利預測
- HF主要供應商和經銷商
- HF的區域供應
- HF的區域供應
- 高頻供應鏈動態
硝酸 (HNO3)：部分概述
- 硝酸概述
- HNO3 市場預測（基於數量，5 年）
- 硝酸收入
- 硝酸供應商
- 硝酸供應鏈
異丙醇 (IPA)：部分概述
- IPA概述
- 電子產品 IPA 市場預測（基於銷量，5 年）
- IPA營收預測
- IPA供應商
- 按地區劃分的趨勢
- 供應鏈動態
鹽酸 (HCl)：部分概述
- HCL概述
- HCL市場預測（基於數量）
- HCL的收入
- 鹽酸供應商
- 按地區劃分的趨勢
- 供應鏈動態
NH4OH：部分概述
- NH4OH概述
- NH4OH市場預測（基於數量）
- NH4OH收入預測
- NH4OH廠商
- 按地區劃分的趨勢
- 供應鏈動態
估計供應商的估計排名：按地區
基本濕化學品的評價
- Wet Chemical

第 6 章組合清潔劑

PERR(Post Etch Residue Remover)概述：關於內容
- Cu PERR 的相對增長率（按體積）：按設備
- Al PERR 相對增長率（基於體積）（按元件）
- PERR 趨勢：現有與前沿
- PER 市佔率
- PER 的趨勢：清潔難度
- PERR化學添加劑範例
- PER 市場的驅動因素
CMP (PCMP) 後清潔劑：部分概述
- PCMP清洗劑
- PCMP收入預測
- PCMP 清潔劑：依類型
- PCMP清潔劑：按設備
- PCMP清洗劑
- PCMP清洗劑市場動態
- CMP 清潔劑的生長促進因子
- PCMP清潔劑市場趨勢與挑戰
- PCMP 市場的未來、過去和現在 - 成熟、創新和擴展的 PCMP
- TECHCET評測：PCMP清潔劑市場

第七章概述

2023年
化學品市場分析概論（2023）

第8章附錄

第九章供應商簡介

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

簡介目錄圖表

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

簡介目錄圖表

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