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TECHCET CA LLC11622 El Camino Real #100San Diego, CA [email protected]
SILICON WAFERSSupply-Chain & Market Analysisa Critical Materials Report™Prepared By:Daniel Tracy

TABLE OF CONTENTS
1 EXECUTIVE SUMMARY 10
1.1 WAFER BUSINESS – MARKET OVERVIEW 11
1.2 5-YEAR SILICON WAFER SHIPMENT FORECAST TRENDS 12
1.3 WAFER MARKET TRENDS 13
1.4 2019 IN REVIEW 16
1.5 SILICON WAFER MARKET TRENDS 17
1.6 TECHNOLOGY TRENDS 18
1.7 SILICON WAFER SHIPMENT 5-YEAR FORECAST 19
1.8 COMPETITIVE LANDSCAPE 20
1.9 EHS ISSUES/CONCERNS 21
1.10 ANALYST ASSESSMENT 22
2 SCOPE, PURPOSE AND METHODOLOGY 25
2.1 SCOPE 25
2.2 PURPOSE 26
2.3 METHODOLOGY 27
2.4 OVERVIEW OF OTHER TECHCET CMR™ REPORTS 28
3 SEMICONDUCTOR INDUSTRY MARKET OUTLOOK 29
3.1 SEMICONDUCTOR INDUSTRY MARKET STATUS 30
3.2 WORLDWIDE ECONOMY 323.2.1 SEMICONDUCTOR INDUSRTY TIES TO THE GLOBAL ECONOMY 34
3.2.2 SEMICONDUCTOR UNITS FORECAST 35
3.3 ELECTRONIC GOODS MARKET 363.3.1 SMARTPHONES 37
3.3.2 AUTOMOTIVE 38
3.3.2.1 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS 41
3.3.2.2 SEMICONDUCTOR CONTENT BY AUTOMOTIBE ELECTRONIC SYSTEM 42
3.3.3 SERVERS/IT 43
3.3.4 PCS/TABLETS 45
3.4 SEMICONDUCTOR INDUSTRY FORECASTS 46
3.4.1 EQUIPMENT SPENDING AND FAB AND CAPITAL INVESTMENTS 48
3.4.2 OVERALL CHINA MARKET TRENDS 49
3.4.3 WAFER START FORECAST 50
3.5 SEMICONDUCTORE INDUSTRY MARKET OUTLOOK SUMMARY 54
4 WAFERS MARKET TRENDS 56
4.1 2020 FIRST QUARTER 574.1.1 INITIAL 2020 OUTLOOK BEFORE THE CHANGE 58
4.1.2 1Q2020 STATUS: COVID-19 IMPACT 59
4.1.3 COVID-19 IMPACT ON SILICON MARKET 60
4.1.4 FIRST QUARTER 2020 SILICON WAFER SHIPMENTS INCREASING Q1 61
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TABLE OF CONTENTS
4.1.5 FIRST QUARTER 2020 SUPPLIER ACTIVITY & REPORTED REVENUES 63
4.1.6 FIRST QUARTER 2020 SUPPLIER ACTIVITY & REPORTED REVENUES –TOP 5 SILICON SUPPLIERS 64
4.1.6.1 1Q2020 SUPPLIER UPDATES – SHE 654.1.6.2 1Q2020 SUPPLIER UPDATES – GLOBALWAFERS 66
4.1.6.3 1Q2020 SUPPLIER UPDATES – SILTRONIC 67
4.1.6.4 1Q2020 SUPPLIER UPDATES – SOITEC 68
4.1.6.5 1Q2020 SUPPLIER UPDATES – SUMCO 69
4.2 CURRENT CY2020MARKET ASSESSMENT 704.2.1 CY2019 IN REVIEW 714.2.2 CY2019 IN REVIEW – EARLY TRENDS IN 2019 72
4.2.3 CY2019 IN REVIEW – 2016 TO 2019 WAFER SHIPMENTS 73
4.2.4 CY2019 IN REVIEW – 2016 TO 2019 FAB CAPACITY AND UTILIZATION 75
4.2.5 CY2019 IN REVIEW – WAFER REVENUES AND ASP TRENDS 2014-2019 (EXCLUDING SOI) 77
4.2.6 CY2019 IN REVIEW – WAFER REVENUES, SILICON AND SOI FOR 2014-2019 78
4.3 SUB-TIER SUPPLY-CHAIN (POLYSILICON) STATUS & TRENDS FOR 2020 79
4.3.1 2020 POLYSILICON SUPPLY 80
4.4 SILICON WAFER PRODUCTION CAPACITY TRENDS 814.4.1 SILICON WAFER PRODUCTION CAPACITY – DELAYS 82
4.4.2 SILICON WAFER PRODUCTION CAPACITY – EXPANSIONS 83
4.4.3 INVESTMENT ACTIVITY 84
4.4.4 SILICON WAFER PRODUCTION CAPACITY – REGIONAL TRENDS 85
4.4.5 SILICON WAFER PRODUCTION CAPACITY – CHINA 86
4.4.6 INVESTMENT ACTIVITY COMMENTS 87
4.4.7 CHINA SUPPLIERS- 300 MM PLANTS/INVESTMENTS 88
4.4.8 CHINA SUPPLIERS- 200 MM PLANTS/INVESTMENTS 89
4.4.9 CHINA IMPACT ON 200 MM SUPPLY 90
4.5 TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS 92
4.5.1 GENERAL WAFER TECHNOLOGY OVERVEIW 93
4.5.2 TECHNOLOGY TRENDS 94
4.5.3 LEGACY AND SPECIALTY APPLICATION TECHNOLOGY TRENDS 95
4.5.4 SOI AND OTHER ENGINEERED SUBSTRATES 96
4.5.5 SIC WAFERS 97
4.6 COMMENT ON REGIONAL TRENDS/DRIVERS 984.6.1 REGIONAL TRENDS AND ISSUES 99
4.6.2 REGIONAL TRENDS AND DRIVERS 100
4.7 REGIONAL TRENDS AND DRIVERS 1024.7.1 EHS ISSUES 1034.7.2 LOGISTIC ISSUES 104
5 SUPPLIER MARKET LANDSCAPE 105
5.1 MARKET STATISTICS & FORECASTS 1065.1.1 SILICON WAFER FORECASTS – 5-YEAR REVENUE FORECAST 107
5.1.1.1 SILICON WAFER FORECASTS – QUARTERLY WAFER SHIPMENT 5-YEAR FORECAST BY DIAMETER 108
5.1.1.2 SILICON WAFER FORECASTS – QUARTERLY WAFER SHIPMENT FORECASTTHROUGH 4Q-2020 BY DIAMETER 109
5.1.1.3 SILICON WAFER FORECASTS - WAFER BY DIAMETER FORECAST SUMMARY 110
5.1.2 200 MM AND 300 MM SUPPLY/DEMAND OUTLOOK 111
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TABLE OF CONTENTS
5.1.3 EPITAXIAL SILICON WAFERS FORECASTS 112
5.1.3.1 EPITAXIAL SILICON WAFERS FORECASTS –ANNUAL SILICON EPI WAFER SHIPMENT FORECAST SUMMARY 113
5.1.3.2 EPITAXIAL SILICON WAFERS FORECASTS - SUPPLY AND DEMAND BALANCE 1145.1.4 SOI WAFERS – 5 YEAR REVENUE FORECAST 115
5.1.4.1 SOI WAFERS – REVENUES 2016-2019 BY DIAMETER 116
5.1.5 FORECASTS - TOTAL SILICON WAFER REVENUE FORECAST 117
5.1.6 SILICON WAFER MARKET SHARE 118
5.1.7 MARKET SHARE SUMMARY 119
5.2 M&A ACTIVITY AND PARTNERSHIPS 1205.2.1 M&A ACTIVITY 121
5.2.2 SIC INVESTMENTS & PARTNERSHIPS 124
5.2.3 GAN ON SILICON 127
5.3 PLANT CLOSURES 128
5.4 NEW ENTRANTS 1295.4.1 NEW ENTRANTS: CHINA 130
5.4.2 SHIFT IN MARKET DYNAMICS – REGIONAL SHIFT FOR SMALL DIAMETER WATERS 131
5.5 PRICING TRENDS 1325.5.1 WAFER PRICING TRENDS 133
5.5.2 PRICING TRENDS - SILICON WAFERS, COMPLEXITY 134
5.5.3 WAFER PRICING TREND GRAPH 135
5.6 TECHCET ANALYST ASSESSMENT 136
6 SUB TIER SUPPLY-CHAIN, POLYSILICON 137
6.1 SUB TIER SUPPLY-CHAIN: SOURCES & MARKETS 138
6.1.1 POLYSILICON MARKET OVERVIEW 139
6.1.2 POLYSILICON MARKET SHARE 141
6.1.3 SEMICONDUCTOR-GRADE POLYSILICON SUPPLIERS 142
6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 1446.2.1 SUB-TIER SUPPLY-CHAIN: TARIFFS & CHINA 145
6.2.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS – REC SILICON 146
6.3 SUB-TIER SUPPLY-CHAIN M&A ACTIVITY 147
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES 148
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 149
6.6 SUB-TIER SUPPLY-CHAIN PLANTS UPDATES-NEW 150
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES 151
6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS 1526.8.1 SUB-TIER SUPPLY-CHAIN - POLYSILICON PRICING 153
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 154
7 SUPPLIER PROFILES 156AYMONT
CENGOL
CETC
CHONGQING AST
ESWIN
FERROTEC
GLOBALWAFERS
GRITEK
GT ADVANCED TECH
MCL
ZHEJIANG JRH
II-VI
OKMETIC
SHIN-ETSU HANDOTAI
SICRYSTAL
SILTRONIC
CREE/WOLFSPEED
SK SILTRON
SUMCO
TAINERGY
TANKEBLUE
WAFER WORKS
ZHONGHUAN
ZINGSEMI
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FIGURES & TABLES
Figure 1: Silicon Wafer Revenue Forecast 12
Figure 2: Quarterly Silicon Revenue Trends 15
Figure 3: Silicon Wafer Shipment Forecast 19
Figure 4: Global Economy and the Electronics Supply Chain (2019) 34
Figure 5: Worldwide Semiconductor Sales 35
Figure 6: Semiconductor Chip Applications 36
Figure 7: Mobile Phone Shipments WW Estimates 37
Figure 8: Automotive Manufacturing Plant 38
Figure 9: Oil Price per Barrel US WTI 39
Figure 10: Semiconductor Spend per Vehicle Type 41
Figure 11: Semiconductor Content by Automotive Application 42
Figure 12: Amazon Server Farm 43
Figure 13: Semiconductor Revenue Growth Forecasts (as of April 19, 2020) 46
Figure 14: Semiconductor Units History and Forecast 47
Figure 15: 200 mm Wafer Capacity Forecast 50
Figure 16: 2020/ 2019 Growth Estimates for 3DNAN, DRAM and Logic Devices (advanced nodes and leading edge) 52
Figure 17: 2020 Outlook 55
Figure 18: Quarterly Wafer Shipments 61
Figure 19: Quarterly Wafer Shipments by Diameter 62
Figure 20: Worldwide Quarterly Wafer Sales 64
Figure 21: Summary of SEH’s FY2020 Results 65
Figure 22: GlobalWafers Quarterly Sales 66
Figure 23: Siltronic’s 1Q Summary 67
Figure 24: Soitec 4QFY200 Sales (1QCY2020) 68
Figure 25: Sumco’s 1Q2020 Summary 69
Figure 26: Quarterly Wafer Shipment 73
Figure 27: Annual Wafer Shipments by Diameter 74
Figure 28: Annual Wafer Shipments by Diameter 76
Figure 29: Silicon Revenues and Aggregate ASP 77
Figure 30: Global Silicon Wafer Revenues 78
Figure 31: Polysilicon Demand 80
Figure 32: Potential Impact of China Suppliers 91
Figure 33: SOI Wafer Applications 96
TABLE OF FIGURES
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FIGURES & TABLES
Figure 34: Total 2019 Revenue 98
Figure 35: Silicon Revenue Forecast 107
Figure 36: TECHCET Wafer Shipment Forecast 108
Figure 37: Wafer Shipments Forecast through 4Q2020 by Diameter 109
Figure 38: Wafer Supply/Demand Forecast 111
Figure 39: Wafer Supply/Demand Forecast 112
Figure 40: 300 mm Epi Wafer Supply/Demand 114
Figure 41: SOI Wafer Revenue Forecast 115
Figure 42: SOI Wafer Revenues by Diameter 116
Figure 43: Total Silicon Wafer Revenue Forecast 117
Figure 44: 2018 Wafer Supplier Market Share 118
Figure 45: 2019 Wafer Supplier Market Share 118
Figure 46: Worldwide Silicon Revenues 133
Figure 47: Aggregated Wafer Pricing Trends by Diameter 135
Figure 48: Polysilicon Demand 140
Figure 49: 2018 Polysilicon Market Share 149
Figure 50: Price Trend in Solar Polysilicon 153
TABLE OF FIGURES
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FIGURES & TABLES
Table 1: COVID-19 Lockdowns and Restrictions by Region (April 2020) 14
Table 2: Global GDP and Semiconductor Revenues* 32
Table 3: IMF World Economic Outlook* 33
Table 4: 2020 Auto Industry Growth Impact Factors 40
Table 5: Data Center Systems and Communication Services Forecast 2020 44
Table 6: Worldwide Device Shipments by Device Type,2020-2022 (Jan 2020) 45
Table 7: 2019 Investment Plans for Selected Device Companies (as of March 2020) 48
Table 8: China Fabs Capabilities Status 49
Table 9: 2020/ 2019 Growth Estimates for 3DNAN, DRAM and Logic Devices (advanced nodes and leading edge) 51
Table 10: 1Q2020 Quarterly Wafer Supplier Sales 63
Table 11: Estimated Fab Capacity Utilization 75
Table 12: Summary of 2020 Investment Activity 84
Table 13: Wafer Supplier Manufacturing Locations 85
Table 14: Estimated China Supplier Capacity Share 86
Table 15: China Wafer Supplier 300 mm Investment Activity 88
Table 16: China Wafer Supplier 200 mm Investment Activity 89
Table 17: Estimated 200 mm Wafer Capacity China Suppliers 90
Table 18: Technology Trends/Challenges 94
Table 19: Legacy Device Trends 95
Table 20: Regional Wafer Markets 100
Table 21: Regional Wafer Markets 101
Table 22: Total Wafer Shipment Growth Rates by Diameter 110
Table 23: Epitaxial Wafer Shipment Growth Rates by Diameter 113
Table 24: Semiconductor-Grade Polysilicon Suppliers 142
TABLES
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WAFER SUPPLIER PROFILES1. AYMONT .................................................................................................................. 165
1.1. Company Overview ..............................................................................................................165
1.2. Business Segments ...............................................................................................................165
1.3. Financial Overview ...............................................................................................................165
1.4. News ...................................................................................................................................165
1.5. Key Customers .....................................................................................................................166
1.6. Manufacturing Locations, Capabilities, and Certifications ......................................................166
1.7. JVs and Partnerships ............................................................................................................166
1.8. Sales Reps and Distributors by Region ..................................................................................166
1.9. TECHCET Analyst Assessment ...............................................................................................166
2. Cengol ...................................................................................................................... 167
2.1. Company Overview ..............................................................................................................167
2.2. Business Segments ...............................................................................................................167
2.3. Financial Overview ...............................................................................................................167
2.4. News ...................................................................................................................................167
2.5. Key Customers .....................................................................................................................168
2.6. Manufacturing Locations, Capabilities, and Certifications .....................................................168
2.7. Sales Reps and Distributors by Region ..................................................................................169
2.8. TECHCET Analyst Assessment ...............................................................................................169
3. CETC ......................................................................................................................... 169
3.1. Company Overview ..............................................................................................................169
3.2. Business Segments ...............................................................................................................170
3.3. Financial Overview ...............................................................................................................170
3.4. News ...................................................................................................................................171
3.5. Key Customers .....................................................................................................................171
3.6. Research and Manufacturing Locations, Capabilities, and Certifications.................................171
3.7. JVs and Partnerships ............................................................................................................172
3.8. Sales Reps and Distributors by Region ..................................................................................172
3.9. TECHCET Analyst Assessment ...............................................................................................172
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4. Chongqing AST ......................................................................................................... 173
4.1. Company Overview ..............................................................................................................173
4.2. Business Segments ...............................................................................................................173
4.3. Financial Overview ...............................................................................................................173
4.4. News ...................................................................................................................................174
4.5. Key Customers .....................................................................................................................174
4.6. Manufacturing Locations, Capabilities, and Certifications ......................................................174
4.7. JVs and Partnerships ............................................................................................................174
4.8. Sales Reps and Distributors by Region ..................................................................................175
4.9. TECHCET Analyst Assessment ...............................................................................................175
5. ESWIN ...................................................................................................................... 175
5.1. Company Overview ..............................................................................................................175
5.2. Business Segments ...............................................................................................................176
5.3. Financial Overview ...............................................................................................................176
5.4. News ...................................................................................................................................176
5.5. Key Customers .....................................................................................................................176
5.6. Manufacturing Locations, Capabilities, and Certifications ......................................................176
5.7. JVs and Partnerships ............................................................................................................177
5.8. Sales Reps and Distributors by Region ..................................................................................177
5.9. TECHCET Analyst Assessment ...............................................................................................177
6. Ferrotec ................................................................................................................... 177
6.1. Company Overview ..............................................................................................................177
6.2. Business Segments ...............................................................................................................178
6.3. Financial Overview ...............................................................................................................178
6.4. News ...................................................................................................................................179
6.5. Key Customers .....................................................................................................................179
6.6. JVs and Partnerships ............................................................................................................180
6.7. Sales Reps and Distributors by Region ..................................................................................180
6.8. TECHCET Analyst Assessment ...............................................................................................180
7. GlobalWafers ........................................................................................................... 181
7.1. Company Overview ..............................................................................................................181
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7.2. Business Segments ...............................................................................................................181
7.3. Financial Overview ...............................................................................................................182
7.4. News ...................................................................................................................................182
7.5. Key Customers .....................................................................................................................183
7.6. Manufacturing Locations, Capabilities, and Accreditations ....................................................183
7.7. JVs and Partnership ..............................................................................................................184
7.8. Sales Reps and Distributors by Region ..................................................................................184
7.9. TECHCET Analyst Assessment ...............................................................................................185
8. Gritek ....................................................................................................................... 185
8.1. Company Overview ..............................................................................................................185
8.2. Business Segments ...............................................................................................................185
8.3. Financial Overview ...............................................................................................................186
8.4. News ...................................................................................................................................186
8.5. Key Customers .....................................................................................................................186
8.6. Manufacturing Locations, Capabilities, and Accreditations ....................................................186
8.7. JVs and Partnerships ............................................................................................................187
8.8. Sales Reps and Distributors by Region ..................................................................................187
8.9. TECHCET Analyst Assessment ...............................................................................................187
9. GT Advanced Tech .................................................................................................... 187
9.1. Company Overview ..............................................................................................................187
9.2. Business Segments ...............................................................................................................188
9.3. Financial Overview-GT Advanced Tech ..................................................................................188
9.4. News ...................................................................................................................................188
9.5. Key Customers .....................................................................................................................188
9.6. Manufacturing Locations, Capabilities, and Accreditations ....................................................188
9.7. JVs and Partnerships ............................................................................................................189
9.8. Sales Reps and Distributors by Region ..................................................................................189
9.9. TECHCET Analyst Assessment ...............................................................................................189
10. MCL ......................................................................................................................... 189
10.1. Company Overview ............................................................................................................189
10.2. Business Segments .............................................................................................................190
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10.3. Financial Overview .............................................................................................................190
10.4. News .................................................................................................................................190
10.5. Key Customers ...................................................................................................................190
10.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................191
10.7. JVs and Partnerships ..........................................................................................................191
10.8. Sales Reps and Distributors by Region.................................................................................191
10.9. TECHCET Analyst Assessment .............................................................................................191
11. Zhejiang JRH ............................................................................................................. 192
11.1. Company Overview ............................................................................................................192
11.2. Business Segments .............................................................................................................192
11.3. Financial Overview .............................................................................................................192
11.4. News .................................................................................................................................192
11.5. Key Customers ...................................................................................................................193
11.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................194
11.7. JVs and Partnerships ..........................................................................................................194
11.8. Sales Reps and Distributors by Region.................................................................................195
11.9. TECHCET Analyst Assessment-Zhejiang JRH .........................................................................195
12. II-VI .......................................................................................................................... 195
12.1. Company Overview ............................................................................................................195
12.2. Business Segments .............................................................................................................196
12.3. Financial Overview .............................................................................................................196
12.4. NewsI ................................................................................................................................196
12.5. Key Customers ...................................................................................................................197
12.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................197
12.7. JVs and Partnerships ..........................................................................................................198
12.8. Sales Reps and Distributors by Region.................................................................................198
12.9. TECHCET Analyst Assessment .............................................................................................199
13. Okmetic ................................................................................................................... 200
13.1. Company Overview ............................................................................................................200
13.2. Business Segments .............................................................................................................200
13.3. Financial Overview .............................................................................................................200
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13.4. News .................................................................................................................................200
13.5. Key Customers ...................................................................................................................201
13.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................201
13.7. JVs and Partnerships ..........................................................................................................201
13.8. Sales Reps and Distributors by Region.................................................................................202
13.9. TECHCET Analyst Assessment .............................................................................................202
14. Shin-Etsu Handotai ................................................................................................... 202
14.1. Company Overview ............................................................................................................202
14.2. Business Segments .............................................................................................................203
14.3. Financial Overview .............................................................................................................203
14.4. News .................................................................................................................................204
14.5. Key Customers ...................................................................................................................204
14.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................204
14.7. JVs and Partnerships ..........................................................................................................204
14.8. Sales Reps and Distributors by Region.................................................................................205
14.9. TECHCET Analyst Assessment .............................................................................................205
15. SiCrystal ................................................................................................................... 205
15.1. Company Overview ............................................................................................................205
15.2. Business Segments .............................................................................................................205
15.3. Financial Overview .............................................................................................................206
15.4. News .................................................................................................................................206
15.5. Key Customers ...................................................................................................................206
15.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................206
15.7. JVs and Partnerships ..........................................................................................................206
15.8. Sales Reps and Distributors by Region.................................................................................206
15.9. TECHCET Analyst Assessment .............................................................................................207
16. Siltronic .................................................................................................................... 207
16.1. Company Overview ............................................................................................................207
16.2. Business Segments .............................................................................................................208
16.3. Financial Overview .............................................................................................................208
16.4. News .................................................................................................................................208
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16.5. Key Customers ...................................................................................................................209
16.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................209
16.7. JVs and Partnerships ..........................................................................................................210
16.8. Sales Reps and Distributors by Region.................................................................................210
16.9. TECHCET Analyst Assessment .............................................................................................211
17. Cree/Wolfspeed ....................................................................................................... 211
17.1. Company Overview ............................................................................................................211
17.2. Business Segments .............................................................................................................211
17.3. Financial Overview .............................................................................................................211
17.4. News .................................................................................................................................212
17.5. Key Customers ...................................................................................................................212
17.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................212
17.7. JVs and Partnerships ..........................................................................................................213
17.8. Sales Reps and Distributors by Region.................................................................................213
17.9. TECHCET Analyst Assessment .............................................................................................214
18. SK Siltron ................................................................................................................. 214
18.1. Company Overview ............................................................................................................214
18.2. Business Segments .............................................................................................................215
18.3. Financial Overview .............................................................................................................215
18.4. News .................................................................................................................................216
18.5. Key Customers ...................................................................................................................216
18.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................216
18.7. JVs and Partnerships ..........................................................................................................217
18.8. Sales Reps and Distributors by Region.................................................................................217
18.9. TECHCET Analyst Assessment .............................................................................................217
19. Sumco ...................................................................................................................... 218
19.1. Company Overview ............................................................................................................218
19.2. Business Segments .............................................................................................................218
19.3. Financial Overview .............................................................................................................219
19.4. News .................................................................................................................................219
19.5. Key Customers ...................................................................................................................219
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19.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................219
19.7. JVs and Partnerships ..........................................................................................................220
19.8. Sales Reps and Distributors by Region.................................................................................220
19.9. TECHCET Analyst Assessment .............................................................................................221
20. Tainergy ................................................................................................................... 221
20.1. Company Overview ............................................................................................................221
20.2. Business Segments .............................................................................................................221
20.3. Financial Overview .............................................................................................................221
20.4. News .................................................................................................................................222
20.5. Key Customers ...................................................................................................................222
20.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................222
20.7. JVs and Partnerships ..........................................................................................................222
20.8. Sales Reps and Distributors by Region.................................................................................223
20.9. TECHCET Analyst Assessment .............................................................................................223
21. TankeBlue ................................................................................................................ 223
21.1. Company Overview ............................................................................................................223
21.2. Business Segments .............................................................................................................223
21.3. Financial Overview .............................................................................................................224
21.4. News .................................................................................................................................224
21.5. Key Customers ...................................................................................................................224
21.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................225
21.7. JVs and Partnerships ..........................................................................................................225
21.8. Sales Reps and Distributors by Region.................................................................................225
21.9. TECHCET Analyst Assessment .............................................................................................225
22. Wafer Works ............................................................................................................ 226
22.1. Company Overview ............................................................................................................226
22.2. Business Segments .............................................................................................................226
22.3. Financial Overview .............................................................................................................226
22.4. News .................................................................................................................................227
22.5. Key Customers ...................................................................................................................227
22.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................227
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22.7. JVs and Partnerships ..........................................................................................................228
22.8. Sales Reps and Distributors by Region.................................................................................228
22.9. TECHCET Analyst Assessment .............................................................................................229
23. Zhonghuan ............................................................................................................... 229
23.1. Company Overview ............................................................................................................229
23.2. Business Segments .............................................................................................................229
23.3. Financial Overview .............................................................................................................229
23.4. News .................................................................................................................................230
23.5. Key Customers ...................................................................................................................230
23.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................231
23.7. Sales Reps and Distributors by Region.................................................................................231
23.8. TECHCET Analyst Assessment .............................................................................................232
24. ZingSemi .................................................................................................................. 232
24.1. Company Overview ............................................................................................................232
24.2. Business Segments .............................................................................................................232
24.3. Financial Overview .............................................................................................................232
24.4. News .................................................................................................................................232
24.5. Key Customers ...................................................................................................................233
24.6. Manufacturing Locations, Capabilities, and Accreditations ..................................................233
24.7. JVs and Partnerships ..........................................................................................................233
24.8. Sales Reps and Distributors by Region.................................................................................234
24.9. TECHCET Analyst Assessment .............................................................................................234
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2 SCOPE, PURPOSE AND METHODOLOGY
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SCOPE
• This report covers the silicon wafer market and supply-chain for those wafers 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. For more information on TECHCET Critical materials Reports™ please go to https://TECHCET.com
• Silicon wafers are a critical in semiconductor manufacturing as most semiconductor devices are fabricated on silicon, thus silicon wafers are also the largest material spend of the semiconductor manufacturers. One of the challenges that the silicon wafer manufacturers encounter is profitability due to the timing of investments and industry downturns. Wafer pricing declined sharply from 2007 through 2016. The resulting rise and fall of profitability has led to a considerable consolidation in the market over the years, such that six manufacturers account for most of the wafer revenue and shipments. Despite this trend, new suppliers are emerging in the China market to support the “Made in China” program backed by the government. When these suppliers gain in capability and capacity, their influence could dramatically impact the silicon supply chain in the next 3+ years.
2.1
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PURPOSE
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.2.2
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METHODOLOGY
TECHCET employs subject matter experts having first-hand experience within the industries which they analyze. Most of TECHCET’s analysts have over 25 years of direct and relevant experience in their field. Our analysts survey the commercial and technical staff of IC manufacturers and their suppliers and conduct extensive research of literature and commerce statistics to ascertain the current and future market environment and global supply risks. Combining this data with TECHCET’s proprietary, quantitative wafer forecast results in a viable long-term market forecast for a variety of process materials.
2.3
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OVERVIEW OFOTHER TECHCET CMR™ REPORTS
• TECHCET produces electronic material supply chain reports each year as one of its functions for the Critical Materials Council. Reports to be published in 2020 can be found at www.techcet.com and are listed in the table below:
2.4TECHCET CRITICAL MATERIALS™ REPORTS
1. CMP Consumables (Slurry, Pads, Disks)
2. ALD/CVD Precursors (Metals & Dielectrics)
3. Equipment Components- Quartz
4. Equipment Components- Silicon, SiC, Ceramics
5. Gases- Electronic Specialty, Bulk, & Rare
6. Rare Earth Market
7. Photoresist, Ancillary, & Extensions
8. Silicon Wafers
9. Sputter Targets
10. Metal Chemicals
11. Wet Chemical
12. Roadmaps & Device Technology
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