Friday, July 29, 2016

TECHCET Reports Record Silicon Wafer Shipments

TECHCET reports - The silicon demand outlook for 2016 expected to increase of 6.8% to 11.1 BSI, largely due to the strength of the memory market. Regardless of overall wafer consumption, Issues with wafer supply will likely continue, as demand for 300mm polished wafers increases beyond capacity, while epitaxial wafer supply at that diameter remains in excess. Certain 200mm wafers are also in a tight supply situation given strong demand growth from the discrete device fabs coupled with limited supplier capacity, as explained in by Mike Walden, of TECHCET CA. Their recent report further indicates that declining ASPs are expected as competition for China's 200mm wafer demand increases and the 300mm market continues its evolution toward polished wafer usage. 

Although shipments of silicon by area recovered after 2009, prices have still not recovered to 2008 (pre-US housing / WW credit crisis) levels. Silicon area shipments were relatively flat from 2010 through 2013 before rising 10% in 2014. Meanwhile, silicon revenue peaked in 2010-2011 before declining sharply in 2012 and 2013 to begin 4 stagnant years. TECHCET expects aggregate Si ASPs to fall slightly in 2016 before firming or modestly increasing in 2017. Also noted by Walden, "China will have a major influence on this market in the years to come".

For more detailed information and added insight on SOI, China and 450mm wafers, the reader is referred to TECHCET's Critical Materials Report(TM) on the Silicon Wafer Market and Supply Chain.
For more information, please contact 
or call 1-480-382-8336
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Critical Materials Council and/or China's supply chain? 
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