| 出版社 | TECHCET |
| 出版年月 | 2025年6月 |
CVD, ALD And SOD Dielectric Precursors Supply-Chain & Market 2025-2026
TECHCET（テクセット）「CVD、ALD、SOD誘電体前駆体のサプライチェーンと市場分析 2025-2026年 – CVD, ALD And SOD Dielectric Precursors Supply-Chain & Market 2025-2026」は半導体デバイス製造に使用されている前駆体（プリカーサー）、特に化学気相成長（CVD）／原子層堆積法（ALD）／SOD（Spin-on-Dielectric）前駆体市場を調査し、市場状況とサプライチェーンを調査しています。また材料サプライチェーンにおける課題や動向、サプライヤの市場シェアについての評価、材料セグメント予測など、誘電体前駆体関連の主要サプライヤ情報を提供しています。
当レポートの特長
- 無機前駆体（無機プリカーサー）および有機前駆体（有機プリカーサー）関連市場および技術動向に関する情報を提供。ILDs＆Low-k絶縁体、ハードマスク、側壁スペーサ、エッチストップ層を含むCVD、ALD、SOD用途についても解説。
- サプライチェーンマネージャー、生産統合、R&D管理者、事業開発、財務アナリストに関する情報
- 主要サプライヤ、材料供給における問題／動向、サプライヤの市場シェア評価、材料市場予測
主な掲載内容
- エグゼクティブサマリー
- 範囲、目的、調査手法
- 半導体産業の市場状況と展望
- 世界経済と展望
- 電子製品セグメント別チップ売上
- 半導体製造の成長と拡大
- 政策＆貿易動向と影響
- 半導体材料展望
- 材料市場動向
- CVD、ALD金属＆High-K、高度誘電体前駆体市場動向
- 価格動向
- 技術動向／技術的促進要因 – 概略
- EHSおよび貿易／物流問題 – 金属、High-K、誘電体
- 誘電体市場動向：アナリストによる評価
- 供給サイドの市場での活動
- 主要サプライヤ：活動と公表収益
- 事業分離、M&A、提携
- 工場閉鎖
- 新規参入企業：報告なし
- 継続の危機にあるサプライヤーまたは部品／製品ライン：なし
- TECHCETアナリストによるプリカーサーサプライア評価
- サブティア材料サプライチェーン：材料
- サブティアのサプライチェーン：原料と市場概観
- サブティアのサプライチェーン：プリカーサーの主要製造元
- ALD/CVD装置OEMサブティアのM&A
- 産業用と半導体グレードの比較：ティア1とサブティアの品質比較
- サブティアのサプライチェーン：サブティアのプリカーサー市場ランキング
- サブティアサプライチェーンにおける現地投資へのシフト
- サブティアサプライチェーンのEHSと物流問題
- サブティアサプライチェーンにおける工場閉鎖：報告なし
- サプライヤ情報
Report Overview
This report covers the market landscape and supply-chain for Precursors used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.
- Provides market and technical trend information on organic and inorganic precursors, addressing CVD, ALD, and SOD applications including ILDs & low-κ dielectrics, hard masks, sidewall spacers and etch stop layers
- Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
- Covers information about key dielectric precursor suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the electronics material segments
- Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst
Analyst
Jonas Sundqvist, Ph.D., Senior Technology Analyst
Senior Analyst for CVD, ALD Dielectric Precursors and Deposition and Etch Equipment
Jonas Sundqvist is an accomplished professional with a background in inorganic chemistry and semiconductor wafer processing. He received his PhD from Uppsala University and has made significant contributions in the field of thin film deposition processes. Dr. Sundqvist’s expertise spans research, development, and practical applications in the semiconductor industry, including Etch, Epi, ALD and CVD processes, market insights, and co-founding AlixLabs, a company focused on innovative Atomic Layer Etch technology solutions
In 2003, he joined Infineon Memory Development Centre (MDC) as a process engineer, focusing on high-k and metal nitride ALD processes. Later, at Qimonda (2006), he was part of the Materials Management team, responsible for precursor procurement and acquisition, with a specific emphasis on ALD precursors for DRAM development and production. In 2009, Dr. Sundqvist joined Fraunhofer CNT as a group leader and expert in thin film deposition, emphasizing high-k dielectrics and electrode materials for Memory and CMOS. CEO of AlixLabs since 2020.
Degree in electrical engineering (Lars Kagg, Sweden), Master in Inorganic Chemistry & PhD in Inorganic Chemistry (Uppsala University, Sweden), Adjunct Associate Professor in Inorganic Chemistry (Linköping University, Sweden)
プレスリリース
※2024年版のプレスリリースです。
Semiconductor ALD/CVD Precursors Driven by Advanced Applications
Mo, WF6, and Co precursors to see significant growth
San Diego, CA, August 1, 2024: TECHCET— the electronic materials advisory firm providing business and technology information —is forecasting semiconductor metal and oxide precursors to reach US$1.7 B in revenues in 2024, rising 15% over 2023. This is the highest growth rate among all front process materials segments. Metal/Metal-oxide precursors occupy the majority of the market with expected revenues at $972 M, while Dielectric Precursors are expected to total US$742 M. The precursor market is forecasted to increase at a 9% CAGR from 2023-2028. More information on market forecasting and trends is included in TECHCET’s new Critical Materials Reports™ on ALD/CVD Precursors.
Significant investments are being made in advanced process technologies such as GAA FETs, EUV lithography, and high-k/metal gate transistors, all of which are crucial for next-generation Logic, DRAM, and 3D NAND devices. Recovery of precursor revenue growth is being driven by AI and advanced technology applications. Additionally, metallization for backside power delivery at 2nm logic nodes and beyond is also pushing up growth for metal precursors.
Molybdenum (Mo) precursors, specifically MoO2Cl2, are projected to experience high growth due to their favorable electrical properties and application in next-generation devices. Other precursors strongly tied to advanced device nodes include Cobalt precursors (CoCOCp and CCTBA) and Tungsten Hexafluoride (WF6).
The shift towards more sustainable and efficient production methods is influencing the development of new precursors, with a focus on reducing environmental impact and improving manufacturing efficiency.
Major industry players are expanding their production capacities in order to meet growing demand. Companies such as Air Liquide, Merck, and Gelest/Mitsubishi Chemical Group are making significant investments in production facilities in key regions like Taiwan, South Korea, and the US.
The newly released TECHCET Critical Materials Reports™ on ALD/CVD Precursors contains details on market and technology trends and supplier profiles.