SIA Webinar: A Review of the 2020 Semiconductor Market and a Look to 2021

2020 proved to be one of the more unique years in recent times in terms of semiconductor market performance. Pre-2020 market forecasts were quickly and fundamentally rethought at the start of the year, as the COVID-19 pandemic upended the world. Significant uncertainly on how semiconductor sales would react to the pandemic existed for much of the year, especially during the first half. As monthly World Semiconductor Trade Statistics sales figures rolled in through the latter half of 2020, it became clear 2020 sales would end up better than most had initially feared.

Please join a panel of semiconductor market experts to help us make sense of the trends that shaped the semiconductor market in 2020 and look ahead to what the market has in store for 2021. Panelists include: Andrea Lati, Vice President, Market Research at VLSI Research; Dale Ford, Chief Analyst at the Electronic Components Industry Association (ECIA); and C.J. Muse, Senior Managing Director, Head of Global Semiconductor Research at Evercore ISI. The session will be moderated by Falan Yinug, Director of Industry Statistics and Economy Policy at SIA.

Presentations:

Chipmaking Market Overview

Andrea Lati, VLSI Research

The global semiconductor market is projected to grow by 8.4 percent in 2021 according to WSTS Forecast

WSTS has released it latest forecast for the global semiconductor industry. The Worldwide Semiconductor Market is forecasted to be US$ 433 billion in 2020 - an increase of 5.1 percent from 2019- growth in all major product categories, except Optoelectronics and Discrete Semiconductors. The largest growth contributors are Memory with 12.2 percent, followed by Sensors with 7.4 percent. In 2020, Americas and Asia. Pacific regions are expected to grow.

2021, the global semiconductor market is projected to grow by 8.4 percent, driven by double-digit growth of Memory and Optoelectronics.

LINK: https://www.wsts.org/esraCMS/extension/media/f/WST/4820/WSTS_nr-2020_11.pdf

TECHCET Critical Materials Reports(TM) and Market Briefs on CVD & ALD

TECHCET CA LLC is an advisory services firm focused on materials supply-chain market analysis and technologies for electronic device markets. Now integrated with the Critical Material Council (CMC), TECHCET works with leading IC fabricators to solve supply-chain issues by way of CMC activities, Critical Material Reports™ (CMRs), Analyst meetings, and other services. Favorite topics include Silicon wafers, ALD/CVD precursors, CMP consumables, Gases, Photoresists, Metals/chemicals, Wet chemicals and China.

Jonas Sundqvist, Ph.D. – Sr. Technology Analyst of TECHCET— covers ALD and CVD precursors and related technologies, and is the co-chair of the Critical Materials Council (CMC) Conference. His over 20 years of work experience includes group leader of the High-k devices group at Fraunhofer’s Center Nanoelectronic Technologies (CNT), which included 28nm node work for GLOBALFOUNDRIES Fab1. While there, he founded the ALD Lab Dresden together with TU Dresden. At Infineon Memory Development Centre (MDC) he developed high-k and metal nitride ALD processes, and at Qimonda he was a materials manager focused on the ALD / CVD precursors supply-chain. He is the founder of BALD Engineering, an independent blog and networking platform for ALD. He holds a Ph.D. and a M.S. in inorganic chemistry from Uppsala University, Sweden, a B.S. in electrical and electronics engineering from Lars Kagg, and nine patents.

CVD/ALD High K Metal Precursors – NEW!

The High K / ALD Metal Precursors report provides information on the applications and markets associated with front end and back end of line precursors used to produce high dielectric constant (K) dielectrics and atomic layer deposition metal oxides and nitrides.

GET THE REPORT

Dielectric Precursors 2018 – Just Released!

The Dielectric Precursors Report provide detailed market, supply chain and technology trend information required for anyone developing strategy for their business, be it a materials supplier or semiconductor chip manufacturer. Precursor types include, gapfill, ILD, low K, and multi-patterning.

GET THE REPORT

Market Briefs – Precursor Bulk Delivery Systems

Coming Soon – Detailed report about the precursor bulk delivery systems

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Market Briefs – Precursor Development – ALD / CVD Systems and Precursors

The report details about the Precursor Development in ALD/CVD Systems and Precursors

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Market Briefs – Precursor Development – How to take a precursor from lab to fab

Coming Soon – The precursor development briefing explains all about how to take it from lab to fab.

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Market Briefs - China ALD / CVD Market

Coming Soon

For additional information about CMRs or CMC membership please contact us by clicking here,  call +1-480-332-8336, x 1, or go to www.techcet.com or www.cmcfabs.org.

SAVE the DATE for the 2019 CMC Conference, scheduled for April 25-26 in the Malta/Albany, New York area.

Confernce Page

IC Deposition Materials Market Forecast of $1.2B by 2021

Precursors for metals and dielectrics in strong demand for finFETs and 3D-NAND

San Diego, CA, July 11, 2017: TECHCET CA—the advisory service firm providing electronic materials information—today announced that specialty chemical precursor market for the deposition of dielectrics and metals in integrated circuit (IC) fabrication is forecasted to increase at ~10% CAGR through the year 2021. TECHCET’s proprietary Wafer Forecast Model (WFM) shows that 3D-NAND devices are expected to grow at a rapid pace from 2016 and become one of the top three market segments by 2020. Logic ICs will continue to evolve, from 3D finFET devices to Gate-All-Around Nano-Wires (GAA-NW), enabled by new critical materials and manufacturing processes as detailed in new reports from TECHCET, “Advanced Insulating Dielectric Precursors,” and "ALD/CVD High-k & Metal Precursors." 

Precursors tracked by TECHCET for ALD/CVD of metal and high-k dielectric films on IC wafers include sources of aluminum, cobalt, hafnium, tantalum, titanium, tungsten, and zirconium. The total market for 2017 is now estimated to be US$435M, growing to US$638M in 2021. The top-2 suppliers are estimated to hold more than half of the total available market, with many players competing to supply the next enabling molecule. In particular, cobalt precursor demand is forecasted to reach >$80M in 2021 as foundries transition to below 14nm-node processing. As a potential conflict mineral, TECHCET tracks the sub-suppliers of cobalt.

“Metal precursors have had double-digit growth over an extended period of time, and we expect that to continue as the IC industry transitions to 10nm- and 7nm-node logic and 3D-NAND fabrication, with an average long term CAGR of 11% over 2013 to 2021,” says Dr. Jonas Sundqvist, lead author of the report, senior technology analyst with TECHCET and researcher with Fraunhofer IKTS. “Dielectric precursors growth today is clearly driven by dielectric PEALD deposition in multiple patterning, and by dielectric CVD in 3D-NAND.”

Precursors tracked by TECHCET for ALD/CVD/SOD of advanced dielectric films on IC wafers include multiple sources of silicon. The total market for 2017 is now estimated to be just over US$400M, growing to US$560M in 2021. Current growth over 10% is expected to slow slightly to be in the 8-10% range over 2019-2021. Anticipated near-term developments include transitions from CVD to ALD for several IC fab modules.

Fab Equipment Spending Ascending according to SEMI

The Fab Equipment Spending is ascending according to a report that SEMI’s Industry Research and Statistics group has published its August update of the World Fab Forecast report.

Fab Equipment Spending by Quarter (SEMI)

The largest growth drivers according to the reporty are 3D NAND and Logic 10nm/7nm for mobile devices and future IoT devices - obviously fully loaded with numerous ALD process steps!

Continue here for the full story.

TECHCET -Dielectric Precursors – NEW – Just Released!

The Dielectric Precursors Report provide detailed market, supply chain and technology trend information required for anyone developing strategy for their business, be it a materials supplier or semiconductor chip manufacturer. Precursor types include, gapfill, ILD, low K, and multi-patterning.

Click here for full table of contents:

http://techcet.com/wp-content/uploads/2015/09/DielectricPrecursorsTOC2015preprint.pdf

ALD and VTT in Finland mentioned in report on the Global Packaging Coatings Market, 2015

Crazy day first a call on non-semi applications with a dear old friend and then multiple reports popping up on the same topic. Yeah I know I once owned a Citroen and since then I see them all the time. Anyhow, here is another non-semi ALD future where ALD and VTT in Finland mentioned in report on the Global Packaging Coatings Market, 2015. However a CAGR of 4.2% is not that much to hang in the christmas tree as we say in Sweden compared to many reports saying ALD growth is above CAGR 30%. But then again ALD can for sure grow at high speed within a large market!

Research and Markets (http://www.researchandmarkets.com/research/qk7q2n/global_packaging) has announced the addition of the "Global Packaging Coatings Market 2015-2019" report to their offering.

The increase in consumer preference for eco-friendly products is an important trend being witnessed in the global packaging coatings market. The manufacturers of packaging coatings, which include beverage packaging and food packaging, and are developing new and eco-friendly coatings to comply with regulations and to meet the increasing demand for sustainable products that do not harm the ecosystem. 

This in turn is expected to propel the growth of the market during the forecast period. The VTT technical research center has developed technology for recyclable and eco-friendly packaging coatings solutions. These coatings help in the manufacture of thin, lightweight, fully recyclable, and air-tight packaging materials. They use the atomic layer deposition (ALD) method, which are helpful in food and pharmaceutical packaging as they have a good gas permeation resistance. Moreover, these recyclable coatings do not use barrier materials such as aluminum film, thereby using less raw materials compared to traditional packaging coatings materials.

According to the report, the global packaging coatings market to grow at a CAGR of 4.2% over the period 2014-2019. The growth of the global packaging industry is a major driving factor in the growth of the global packaging coatings market. The packaging industry is expected to grow by 2018. The growth will be characterized by the growing demand for packaging coatings from the packaging industry because of the increased demand for plastic packaging from the food and beverage industry.

Suppliers of raw materials determine the prices of raw materials, which in turn has a negative impact on the growth of the packaging market, thereby increasing the price of packaging coatings.

Here is an rather old press release form VTT on the topic :

The ALD thin coating considerably reduces the need for aluminium in packaging solutions

VTT Technical Research Centre of Finland has developed an environmentally-friendly packaging coating solution. Especially suitable for food and pharmaceutical packaging, the coating offers a new method for manufacturing fully recyclable, thin, light and air-tight packaging materials.

http://www.vttresearch.com/media/news/vtt-has-developed-a-fully-recyclable-coating-for-food-pharmaceuticals

ALD listed as Top 10 Advanced Manufacturing and Automation Technologies

Research and Markets has announced the addition of the "2015 Top Technologies in Advanced Manufacturing and Automation" report to their offering and Atomic layer Deposition is up in the Top 10 among technologies like Advanced Lithography, Agile Robots and Magnetic Leviatation(!)

Top 10 Advanced Manufacturing and Automation Technologies - Deep Dive Analysis

1. 3D Printing
2. Multimaterial Joining Technologies
3. Composites Manufacturing
4. Atomic Layer Deposition
5. Nanomanufacturing
6. Digital Manufacturing
7. Micromanufacturing
8. Agile Robots
9. Advanced Lithography
10. Magnetic Levitation

Research and Markets: 2015 ALD/CVD High K and Metal Precursors for the Semiconductor IC Market

Pretty impressive to know that "The semiconductor CVD/ALD industry utilizes precursors for over 29 different metals and metal oxides provided globally by 23 suppliers." Thanks Rob for sharing this one in the ALD LinkedIn Group!

Research and Markets has announced the addition of the "2015 ALD/CVD High K and Metal Precursors for the Semiconductor IC Market" report to their offering.

The High K / ALD Precursors report provides information on the applications and markets associated with front end and back end of line precursors used to produce high dielectric constant (K) dielectrics and atomic layer deposition dielectrics and metals. Market size, growth, and market share statistics are provided.

Rancho Santa Fe, CA, June 15: Use of front-end Ta and W metal gate and Hf gate dielectric precursors will grow over 2.5x by 2020, according to a new report from this research industry, 2015ALD/CVD High K and Metal Precursors for the Semiconductor IC Market. The overall precursor market sits at $185M today, and is expected to grow 18% over the next five years. The advanced metal gate and gate dielectric segments within that market are expected to grow at 168%, more than compensating for the 25% decline anticipated for the high memory precursor segment.

The 2014 market size for CVD/ALD precursors for interconnect applications was approximately $93M, up 19% over 2013. 2015 is forecast to be up another 15%. By 2016, growth in this segment will be dominated by cobalt barrier precursors, as WF for contact and plug applications begins to decline. The 5-year CAGR for this area is forecast to be 9.4% overall.

The precursor market for capacitor CVD/ALD applications, which includes DRAM and a variety of memory devices, is expected to be flat for the next 5 years, fluctuating in the range of $55M to $70M. The difficulties in forecasting conventional memory demand are compounded by the emergence of a host of new memory device structures, not all of which depend on these materials.

The semiconductor CVD/ALD industry utilizes precursors for over 29 different metals and metal oxides provided globally by 23 suppliers. In addition to market analysis, process flow details, precursor candidates and critical supply chain issues, the report includes regional ranking for major suppliers of vapor deposition precursors.

JUST RELEASED - TEHCHET's 2015 Materials Market and Business Trends, Supply Chain Reports

IoT is growing those materials considered trailing edge. 3D devices is driving growth on the front end. Enabling packaging technologies paving the way for mid-high end device connectivity. Gases, Targets, CMP Consumables, WLP Polymers and Silicon Wafers Reports just released.

Scandinavian Nanotechnology Market Reports from AZO Nano

AZO Nano has published Market Reposrts on Scandinavian Nanotechnology (Norway is missing) The reports are available online and include the following :

• A brief introduction to the key nanotechnology-related organizations
• The major nanotechnology-related companies are listed below along with a brief introduction to each of them.
• The leading academic institutes in that are offering courses and research programs in nanoscience and nanotechnology are listed

Direct links to the reports:

Nanotechnology in Sweden: Market Report
Nanotechnology in Finland: Market Report
Nanotechnology in Denmark: Market Report

Worldwide Smart Coatings Markets forecast 2013-2020

A new report on how "Smart Coatings" will evolve the years to come. No mentioning of ALD in the Index, but it must be in there and rest assured that ALD will expand in many of these Smart Coating technologie. Many times not as stand alone but in a combo with CVD and PVD. I think that the recent years strong focus on especially PEALD and Spatial ALD Technologies paves the way. Thanks Wendy at Colnatec for sharing this one!

 

Worldwide Smart Coatings Markets: 2013-2020

 

 

 

Summary of the report:       

Smart coatings change in response to external stimuli and are finding a fast growing number of applications in several industries including construction, automotive, medical, consumer electronic goods and the military.  NanoMarkets believes that these materials present a strong business case because of their unique functionality and their ability to be highly customized.  We think smart coatings will do especially well in medical, military and other applications, where quality and performance, rather than price, shape purchasing decisions.  Consumer markets where the customer is willing to pay a premium for functionality such as scratch resistance or enhanced energy efficiency will also be important.

 

NanoMarkets commenced coverage of smart coatings in 2011.  As such it has a solid understanding of the dynamics of the smart coatings business and it brings this experience to this report.  The report covers all the major markets for smart coatings including energy, automotive, medical, electronics, textiles and military.   And it includes an assessment of the product/marketing strategies of key firms supplying smart coatings, as well as eight-year forecasts by applications sector and by type of coating.  These forecasts are both in volume and in value terms.

 

This report also assesses the latest technical developments in the smart coatings space; smart coatings are becoming smarter and more biological, for example Based on the latest R&D and university research, we also examines future directions for smart coatings including important developments in manufacturing.  We believe that this report will provide guidance to coatings and other specialty chemical firms, as well as firms making production equipment, and others planning to make investments of all kinds in smart materials.