化學機械拋光 (CMP) 漿料市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

在預測期內，化學機械拋光 (CMP) 漿料市場預計將以 6.4% 的複合年增長率增長。

製造和半導體工藝的技術進步，主要是為了提高半導體性能，預計將在預測期內推動全球 CMP（化學機械拋光）漿料市場。 此外，製造商為產品創新增加對半導體晶圓製造材料的投資也在推動市場增長。

主要亮點

• 日本、中國、韓國、新加坡和美國是主要的半導體芯片製造商，在消費和投資方面為市場擴張做出了重大貢獻。 CMP 已發展成為半導體公司用來製造集成電路 (IC) 和存儲磁盤的標準製造方法。 因此，這些組件在物聯網、汽車和 5G 等領域的使用增加可能會在預測期內增加對 CMP 漿料的需求。
• CMP 在最小化晶體管和其他互連設備以構建新一代芯片方面發揮著關鍵作用。 晶體管的日益普及以及從 14 納米節點到 5 納米節點的持續行業發展也為市場供應商提供了重要的商機。
• COVID-19 疫情對世界各地的小型企業和大型企業造成了嚴重的經濟破壞。 由於各國封鎖，該病毒還影響了對智能設備的需求，破壞了這些設備的生產和供應鏈。 未來，如果電子設備生產重啟，病毒傳播得到遏制，電子設備需求有望大幅增加，CMP漿料有望在全球擁有較大的市場機會。
• 亞洲國家，尤其是中國，在拓展市場方面發揮著重要作用。 中國還制定了國產芯片計劃，到 2025 年將在 16% 至 70% 的產品中使用國產半導體。 由於對該行業的長期投資，最近的 COVID-19 爆發可能會影響行業供應鏈，但該行業有望迅速復蘇。

主要市場趨勢

內存主導市場

• 隨著需要大存儲容量的智能手機的普及，閃存已成為主要驅動力。 預計非易失性內存將比常規 NAND 更快、更持久，從而刺激內存增長。 有了這些改進，CMP 工藝可能被證明對推動 CMP 漿料市場的增長至關重要。
• 隨著 PC 和智能手機的普及，NAND 閃存的消耗量急劇增加，其中一個原因是智能手機平均容量的增加。 預計這將增加對 CMP 漿料的需求。
• 例如，根據 GSMA 的數據，北美的智能手機普及率將在 2021 年達到 82%，到 2022 年底可能會上升到 85%。 智能手機的日益普及可能會推動 CMP 漿料市場。
• 隨著 NAND 技術從 2D 發展到 3D，引入了額外的 CMP 階段，例如通道多晶 CMP 和階梯 CMP。 通道多晶 CMP 的目的是同時拋光許多材料，如 SiN、氧化物和多晶矽。 因此，需要根據最終形狀調整每種材料的速率，增加了對 CMP 漿料的需求。
• 閃存已成為智能手機的一個重要組成部分，對於消費者來說，隨著內容創作的不斷增長，他們的存儲需求也在不斷增加，對於 OEM 來說，從物料清單 (BoM) 成本的角度來看也是如此。 NAND 閃存的需求呈指數級增長，這主要是由於智能手機平均容量的增長。 預計到 2022 年，支持 5G 的智能手機的日益普及將推動市場增長。

台灣有望成為主要市場區域

• 在台灣，由於半導體製造業的擴張，CMP 漿料的使用正在增加。 台灣政府正在採取謹慎措施，將中國大陸完全排除在其供應鏈之外。 2022年1月，台灣宣布投資2億美元生產微芯片。 它還啟動了一項 10 億美元的投資，重點關注立陶宛和台灣公司之間的項目。
• 台灣台積電是全球最大的合同芯片製造商，擁有超過 50% 的全球市場份額，也將創造對 CMP 漿料的巨大需求。 由於 5G 和汽車行業，電信行業的增長推動了對公司產品的需求，從而為市場供應商開發了一系列產品。
• 例如，華為正在為其 5G 基礎設施購買台灣設備。 該公司的 5G 基站主要由台積電半導體提供動力。 台積電也是卡博特微電子的消費者，卡博特微電子是市場上的主要供應商之一。
• 但在與美國的貿易爭端中，中國實現半導體生產自給自足的雄心給該公司帶來了挑戰。 美國政府還敦促許多台灣公司減少對中國大陸和華為的半導體出貨量。
• 台灣正在通過 5G 部署戰略投資 5G。 由於半導體製造業主要推動這一努力，因此有望滿足 IC 設計客戶的期望，例如 5G 的各種數字信號處理器及其高頻無線調製解調器電路。 預計這一趨勢將推動市場的增長。

競爭格局

化學機械拋光 (CMP) 漿料市場相對集中，頂級廠商佔據了 50% 以上的份額。 市場供應商正在採用協作策略和產品進化來推動市場滲透。 最近的市場發展包括：

• 2021 年 12 月 - Entegris 已同意以 65 億美元收購 CMC Materials，使其成為電子材料領域的領導者。 CMC材料是創新材料的重要供應商，尤其是在半導體領域。 收購 CMC Materials 領先的 CMP 產品組合有可能將 Entergres 的解決方案集擴展為全面的電子材料產品。 兩家公司的互補技術基礎可能使 Entegris 能夠以更快的速度將範圍更廣的創新、高價值解決方案推向市場。
• 2021 年 10 月 - 巴斯夫和 Entegris 達成協議，以 9000 萬美元的價格將巴斯夫的精細微化學品業務出售給 Entegris。 到 2021 年底，該交易將包括技術、知識產權和商標。 精細微化學品業務是巴斯夫塗料部門表面處理業務單元的一部分，該業務單元還包括用於電子材料加工和表面處理的清潔化學品和 CMP 漿料。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 研究假設和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 產業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 買家的議價能力
  • 替代品的威脅
  • 新進入者的威脅
  • 競爭公司之間的敵對關係
• 工業價值鏈分析
• 應用 - 銅和阻擋層、鈷、鎢、氧化物、二氧化鈰和其他應用
• 評估 COVID-19 對市場的影響

第 5 章市場動態

• 市場驅動因素
  • IC 3D 結構的進步和 CMP 技術日益重要
• 市場挑戰
  • 與 CMP 技術相關的技術問題

第 6 章市場細分

• 按設備類型
  • 內存
  • 邏輯
• 按國家
  • 韓國
  • 台灣
  • 美國
  • 日本
  • 歐洲
  • 中國
  • 世界其他地區

第七章競爭格局

• 供應商排名分析
• 公司簡介
  • Cabot Microelectronics Corporation
  • Showa Denko Materials Co. Ltd
  • Hitachi Chemical Co. Ltd
  • Fujifilm Corporation
  • Fujimi Corporation
  • Dow Inc.
  • Merck KGaA（Including Versum Materials）
  • Saint-Gobain Ceramics & Plastics Inc.
  • BASF

第八章投資分析

第九章市場前景與機遇

The chemical mechanical planarization (CMP) slurry market is expected to register a CAGR of 6.4% during the forecast period. The growing technological advancements in fabrication and semiconductor processes, mainly to enhance the performance of the semiconductor, are expected to drive the worldwide market for chemical mechanical planarization (CMP) slurry over the forecast period. Manufacturers' increasing investment in semiconductor wafer fabrication materials for product innovation also drives the market's growth.

Key Highlights

• Japan, China, Korea, Singapore, and United States are significant semiconductor chip makers, contributing considerably to the market expansion in terms of consumption and investment. CMP has evolved into a standardized manufacturing method utilized by semiconductor firms to manufacture integrated circuits (IC) and memory disks. As a result, increasing usage of these components in areas such as IoT, automotive, and 5G may drive the demand for CMP slurries during the forecast period.
• CMP has played a significant role in minimizing transistors, and other interconnect devices for building a new generation of chips. The increase in adoption of transistors and continuous industrial development, down to the 5nm node from the 14nm node, also offers massive opportunities for market vendors.
• The COVID-19 outbreak caused economic havoc in small, medium, and large-scale companies worldwide. The virus also impacted demand for smart devices owing to national lockdowns, which substantially affected the production and supply chain of these devices. Furthermore, with the resumption of production of these gadgets and the lowering of virus propagation, an exponential surge in demand for electronic devices is predicted to open up numerous market opportunities for the CMP slurry on a global scale.
• Asian countries, particularly China, play a vital role in market expansion. China is also establishing a homegrown chip program to utilize local semiconductors in 70% of its products by 2025, up from 16%. Even though the recent COVID-19 outbreak may impact the industry's supply chain due to longer-term investment in the sector, the industry is anticipated to recover fast.

Key Market Trends

Memory Occupies a Significant Share in the Market

• Due to the increasing popularity of smartphones with large storage requirements, flash memory has been a significant driving factor. Emerging technologies like non-volatile memory, which provides faster and longer-lasting performance than regular NAND, are anticipated to drive memory growth. With such improvements, the CMP process may prove to be vital in driving the CMP slurry market's growth.
• With the growing adoption of PCs and smartphones, NAND flash consumption is dramatically increasing, much of which is attributable to the increase in average smartphone capacity. This factor is anticipated to boost the demand for CMP slurry.
• For instance, according to GSMA, as of 2021, North America had the highest smartphone adoption rate, at 82%, which may increase to 85% by the end of 2022. The increasing adoption of smartphones may drive the CMP slurry market.
• As NAND technology evolved from 2D to 3D, additional CMP stages were introduced, such as channel poly CMP and staircase CMP. The purpose of channel poly CMP is to polish many materials simultaneously, such as SiN, oxide, and poly-Si. As a result, individual material rate tunability is required to match the final topographical requirement, thus boosting the demand for CMP slurry.
• Flash memory storage has become a key component in smartphones for consumers whose need for storage continues to grow as content creation increases and for OEMs in terms of bill of materials (BoM) cost. The NAND flash demand has been increasing exponentially, primarily driven by the growth of the average capacity of smartphones. The rising popularity of 5G-enabled smartphones is projected to drive the market's growth through 2022.

Taiwan is Expected to Emerge as a Major Region in the Market

• The country's expanding semiconductor manufacturing is primarily driving the usage of CMP slurry. The Taiwanese government is taking solid steps to cut China from the supply chain entirely. In January 2022, Taiwan announced an investment of USD 200 million to produce microchips. An investment of USD 1 billion was also launched to focus on projects between Lithuanian and Taiwanese companies.
• Taiwan-based TSMC, the world's largest contract chipmaker with more than 50% share in the global market, also significantly creates demand for CMP slurries. Due to 5G and the automotive industry, the growing advancements in the telecom industry are fuelling the company's product demand, hence developing the scope for the market vendors.
• For instance, Huawei purchases Taiwanese equipment for 5G infrastructure. The company's 5G base stations are mostly provided with TSMC semiconductors. TSMC is also a consumer of Cabot Microelectronics, one of the significant vendors in the market.
• However, the company is facing difficulties due to China's ambition to become more self-sufficient in semiconductor production amid its trade battle with United States. The US government is also pushing numerous Taiwanese firms to reduce semiconductor shipments to China or Huawei.
• Taiwan is investing in 5G with its strategy for a 5G rollout. As the semiconductor manufacturing industry is primarily driving the effort, it is expected to meet the expectations of its IC design customers for various digital signal processors for 5G and its high-frequency radio modem circuits. This trend is anticipated to boost the market's growth.

Competitive Landscape

The chemical mechanical planarization (CMP) slurry market is relatively consolidated, with top players accounting for more than 50% of the market share. The market vendors are adopting collaboration strategies and product advancements to drive development in the market. Some recent market developments include.

• December 2021 - Entegris agreed to acquire CMC Materials for USD 6.5 billion to become a leader in electronic materials. CMC Materials is a significant provider of innovative materials, particularly in the semiconductor sector. The acquisition of CMC Materials' leading CMP portfolio may broaden Entegris' solution set, providing a comprehensive electronic materials offering. The complementary nature of the company's technological platforms may allow Entegris to bring a wider range of innovative and high-value solutions to market at a faster pace.
• October 2021 - BASF and Entegris signed an agreement for the sale of BASF's Precision Microchemicals business to Entegris for USD 90 million. By the end of 2021, the transaction included technologies, intellectual property, and trademarks. The Precision Microchemicals business is part of the Surface Treatment business unit of BASF's Coatings division, which also includes cleaning chemistries and CMP slurries employed in the machining and surface conditioning of electronic materials.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of Substitutes
  • 4.2.4 Threat of New Entrants
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Applications - Copper and Barrier, Cobalt, Tungsten, Oxide, Ceria, and Other Applications
• 4.5 Assessment of COVID-19 Impact on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increased Use of 3D Structures in ICs and Growing Importance of CMP Technology
• 5.2 Market Challenges
  • 5.2.1 Technical Challenges Pertaining to CMP Technique

6 MARKET SEGMENTATION

• 6.1 By Device Type
  • 6.1.1 Memory
  • 6.1.2 Logic
• 6.2 By Country
  • 6.2.1 South Korea
  • 6.2.2 Taiwan
  • 6.2.3 United States
  • 6.2.4 Japan
  • 6.2.5 Europe
  • 6.2.6 China
  • 6.2.7 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Vendor Ranking Analysis
• 7.2 Company Profiles
  • 7.2.1 Cabot Microelectronics Corporation
  • 7.2.2 Showa Denko Materials Co. Ltd
  • 7.2.3 Hitachi Chemical Co. Ltd
  • 7.2.4 Fujifilm Corporation
  • 7.2.5 Fujimi Corporation
  • 7.2.6 Dow Inc.
  • 7.2.7 Merck KGaA (Including Versum Materials)
  • 7.2.8 Saint-Gobain Ceramics & Plastics Inc.
  • 7.2.9 BASF

8 INVESTMENT ANALYSIS

9 MARKET OUTLOOK AND OPPORTUNITIES