The Global Outlook for Chemicals and Materials in Compound Semiconductors, 2002-2007

The Global Outlook for Chemicals and Materials in Compound Semiconductors, 2002-2007

Published By: Kline & Company, Inc.
October 2003
R379-0118
Print Copy (Up to 3 Copies) $19,500.00
Online Access Plus Print Copy $21,000.00

Description

Compound semiconductors are used in many types of communications and photonic devices. The total market for these devices is approximately $11 billion in 2003 and is growing rapidly. Wireless devices, light-emitting diodes, lasers, UV detectors, solar cells, and many other types of photonic devices rely on compound semiconductors. Compared to conventional silicon-based semiconductors, compound semiconductors produce integrated circuits that are:

Faster
Operable to higher frequencies (hence, greater bandwidth)
Capable of emitting or detecting visible light and infrared radiation
Radiation-resistant
Heat-resistant

There are many types of compound semiconductors being produced commercially. The main categories, which will be the subject of exhaustive analysis in this report, include:

Combinations of Group IV elements, such as
Combinations of Group III with Group V elements, including

Using information garnered from interviews with device fabricators, tool producers, materials suppliers, and other value chain participants and market makers around the world, Kline has profiled the markets for these compound semiconductors, as well as the critical and ancillary materials needed to produce them. Ancillaries include photoresists, etchants, and cleaning compounds. The profiles include segmented estimates of volume of production, market value, growth, and supplier shares.

In the preparation of its market projections, Kline has employed a forecast model that takes into account changes in device fabrication techniques expected in the years to come. In assembling the model, Kline has undertaken an extensive assessment of technological as well as economic trends.

BACKGROUND

Compound semiconductors have been around for many years, but the market is minor compared to silicon-based chips. They are more expensive to build, melting points are lower (which compromises fabrication), and they lack a natural oxide that can serve as a dielectric medium. The basic boules from which wafers are cut are much smaller in diameter, and some compounds such as gallium nitride are not at all available in bulk boules. As a result, semiconductor processing has gone overwhelmingly to silicon.

But compound chips have some valuable advantages: They can react to microwaves in real time, converting them to electrical signals; they emit light; and they withstand radiation (a property put to good use in satellite circuitry) and extreme operating temperatures.

Superior performance in photonics, however, explains most of the current excitement over compound semiconductors.

Applications exist today that were not around when gallium arsenide was first developed, especially digital display appliances and mobile communications. The market has caught up to this technology, and compound semiconductors are finally poised for strong growth-growth that should exceed that of silicon-based integrated circuits in the years to come.

Understanding the market for consumables in compound semicondustors can assist suppliers and other companies in developing the strategies needed to win in this market.

RESEARCH METHODOLOGY

Kline has employed a proven approach to this study in order to gather, analyze, and confirm the informational inputs that are required to construct a comprehensive report for THE GLOBAL OUTLOOK FOR CHEMICALS AND MATERIALS IN COMPOUND SEMICONDUCTORS, 2002-2007. The components of this multi-method approach include the following:

Field interviews
The foundation of information and insight needed to complete these studies has been developed through an extensive series of field interviews with key industry participants in Europe, Japan, Taiwan, and the United States, including (1) leading electronic device and semiconductor manufacturers, (2) manufacturers of consumables and process equipment, and (3) all pertinent government agencies and trade factors.
Analysis of key insights and industry trends
Technology, economic, market, and supply factors has been be analyzed to assess the current industry structure and to identify key trends. During this analysis, we have utilized knowledge and expertise from our previous programs to realistically predict likely future process scenarios.
Market modeling
Kline has applied the knowledge gained through primary research and a review of technical and trade literature with a proprietary modeling algorithm that takes individual process steps into account for purposes of a bottoms-up transformation of chip counts to raw material consumption.
Technical experts
Kline has engaged a technical adviser for this report. Previously published studies in Kline's series on semiconductor materials relied on the advice of process technology managers from fabricating companies. It should be noted, however, that experts participating in this study do so on an individual basis, not as representatives of their companies.

SUBSCRIPTION TERMS AND PRIVILEGES

THE GLOBAL OUTLOOK FOR CHEMICALS AND MATERIALS IN COMPOUND SEMICONDUCTORS, 2002-2007 is available only by subscription. In order to maximize the value and usefulness of this report to each subscriber, the following privileges and services will be made available:

One day of consultation with members of the project team. This meeting can be scheduled at the Kline Group's offices in Little Falls, NJ, or Brussels, Belgium, to be used at the client's discretion within three months of receipt of the report. This meeting can be used as a company specific work session to help each subscriber obtain maximum value from the program.
The option of hard copy or online versions of the report. Subscribers can elect to receive three hard copies of the report or, alternatively, the online version. The online version includes unlimited online access to the report contents for members of the subscribing company plus one hard copy. Additional hard copies will be made available for a nominal fee. Details regarding subscription options and rates are described in the attached subscription agreement.

Table of Contents

TABLE OF CONTENTS

2. INTRODUCTION

3. TECHNOLOGY OVERVIEW Figure 3-1 MARKET GROWTH FOR INTEGRATED CIRCUITS BUILT FROM COMPOUND SEMICONDUCTORS Figure 3-2 MARKET GROWTH FOR OPTOELECTRONICS Table 3-1 COMPOUND SEMICONDUCTOR DEVICES BY SUBCATEGORY

4. APPLICATIONS Table 4-1 APPLICATIONS FOR COMPOUND SEMICONDUCTOR DEVICES IN ELECTRONICS Table 4-2 APPLICATIONS FOR COMPOUND SEMICONDUCTOR DEVICES IN BROADBAND MARKETS Figure 4-1 APPLICATIONS FOR COMPOUND SEMICONDUCTORS IN TELECOMMUNICATIONS: ELECTRONIC AND OPTOELECTRONIC DEVICES Figure 4-2 COMPOUND SEMICONDUCTOR ELECTRONIC DEVICES BY SUBSTRATES, 2002 TO 2007 Figure 4-3 COMPOUND SEMICONDUCTOR MARKET SHARES FOR ELECTRONIC DEVICES BY TYPE Figure 4-4 LEADING PRODUCERS OF GaAs ELECTRONIC DEVICES Figure 4-5 GLOBAL HIGH-BRIGHTNESS LED MARKET, 1999 TO 2002 Figure 4-6 HIGH-BRIGHTNESS LED MARKET BY TECHNOLOGY, 2002 Figure 4-7 HIGH-BRIGHTNESS LED MARKET BY END USE, 2002 Figure 4-8 INTELLECTUAL PROPERTY RELATIONSHIPS AMONG COMPANIES IN THE NITRIDE OPTOELECTRONICS FIELD Figure 4-9 GLOBAL HIGH-BRIGHTNESS LED MARKET FORECAST, 2002 TO 2007 Figure 4-10 LEADING PRODUCERS OF HIGH-BRIGHTNESS BLUE LEDs, 2002 Figure 4-11 COMPOUND SEMICONDUCTOR LASER DIODE MARKET, 1999 TO 2003 Figure 4-12 COMPOUND SEMICONDUCTOR LASER DIODE MARKET BY APPLICATION, 2002

5. PRODUCTS

5A. SUBSTRATES

Figure 5A-1 SUBSTRATE AND EPI MARKET CHANNELS

Figure 5A-2 GALLIUM ARSENIDE SUBSTRATE PLACEMENT BY APPLICATION, 2002

Figure 5A-3 SUPPLIERS OF MERCHANT GALLIUM ARSENIDE SUBSTRATE, 2002

Figure 5A-4 SAPPHIRE SUBSTRATE CONSUMPTION IN COMPOUND SEMICONDUCTOR DEVICES BY APPLICATION, 2002

Figure 5A-5 SUPPLIERS OF MERCHANT SAPPHIRE SUBSTRATE, 2002

Figure 5A-6 INDIUM PHOSPHIDE SUBSTRATE SALES BY APPLICATION, 2002

Figure 5A-7 SUPPLIERS OF MERCHANT INDIUM PHOSPHIDE SUBSTRATE, 2002

5B. EPITAXIAL WAFERS

Figure 5B-1 SUBSTRATE MARKET CHANNELS

Table 5B-1 MAJOR EPITAXY PRODUCERS BY PROCESS CATEGORY

Figure 5B-2 SUPPLIERS OF EPI WAFERS, 2002

Figure 5B-3 OUTSOURCING TRENDS, 1995 TO 2002

Table 5C-1 SPECIFICATIONS OF MAJOR MOCVD PRECURSOR MATERIALS

Table 5C-2 PRICING FOR MOCVD AND MBE DEPOSITION MATERIALS, 2002

Table 5C-3 CONSUMPTION OF DEPOSITION MATERIALS FOR COMPOUND SEMICONDUCTORS, 2002

Figure 5C-1 CONSUMPTION OF GROUP III LIQUID PRECURSORS FOR COMPOUND SEMICONDUCTORS BY REGION, 2002

Figure 5C-2 CONSUMPTION OF GROUP V GAS PRECURSORS FOR COMPOUND SEMICONDUCTORS BY REGION, 2002

Figure 5C-3 SUPPLIERS OF LIQUID MOCVD PRECURSORS, 2002

Figure 5C-4 SUPPLIERS OF GASEOUS MOCVD PRECURSORS, 2002

Table 5C-4 OUTLOOK FOR COMPOUND SEMICONDUCTOR PRECURSORS, 2002 TO 2007

5D. METALLIZATION

Figure 5D-1 REGIONAL DISTRIBUTION OF METALLIZATION PRECURSORS FOR COMPOUND SEMICONDUCTORS, 2002

Figure 5D-2 SUPPLIERS OF METALLIZATION PRECURSORS FOR COMPOUND SEMICONDUCTOR FABRICATIONS, 2002

5E. ANCILLARY CHEMICALS

Figure 5E-1 COMMON LITHOGRAPHY SCHEMES FOR COMPOUND SEMICONDUCTOR FABRICATION

Figure 5E-2 LIFT-OFF LAYER FABRICATION

Table 5E-1 COMMON ETCHING COMPOUNDS FOR COMPOUND SEMICONDUCTOR DEVICES

Table 5E-2 CONSUMPTION OF ANCILLARIES FOR COMPOUND SEMICONDUCTORS, 2002

Table 5E-3 PRICES OF COMPOUND SEMICONDUCTOR ANCILLARIES, 2002

Figure 5E-3 SUPPLIERS OF ANCILLARIES FOR COMPOUND SEMICONDUCTOR FABRICATIONS, 2002

Table 5E-4 OUTLOOK FOR CONSUMPTION OF ANCILLARIES FOR COMPOUND SEMICONDUCTORS, 2002 TO 2007

6. SUPPLIERS Table 6-1 LEADING MERCHANT SUPPLIERS OF MATERIALS FOR COMPOUND SEMICONDUCTOR FABRICATION Figure 6-1 TOP 20 SUPPLIERS OF MATERIALS FOR COMPOUND SEMICONDUCTOR MANUFACTURING, 2002 Figure 6-2a LEADING SUPPLIERS OF MERCHANT GALLIUM ARSENIDE SUBSTRATE, 2002 Figure 6-2b LEADING SUPPLIERS OF MERCHANT SAPPHIRE SUBSTRATE, 2002 Figure 6-2c LEADING SUPPLIERS OF MERCHANT INDIUM PHOSPHIDE SUBSTRATE, 2002 Figure 6-3 LEADING SUPPLIERS OF COMPOUND SEMICONDUCTOR EPI-WAFER, 2002 Figure 6-4a LEADING SUPPLIERS OF LIQUID MOCVD PRECURSORS, 2002 Figure 6-4b LEADING SUPPLIERS OF GASEOUS MOCVD PRECURSORS, 2002 Figure 6-5 LEADING SUPPLIERS OF METAL WIRING PRECURSORS FOR COMPOUND SEMICONDUCTORS, 2002 Figure 6-6 LEADING SUPPLIERS OF ANCILLARIES FOR COMPOUND SEMICONDUCTORS, 2002 HITACHI CABLE LTD. SUMITOMO ELECTRIC INDUSTRIES KYOCERA SHOWA DENKO MITSUBISHI CHEMICAL AMERICAN XTAL TECHNOLOGY KOPIN WILLIAMS ADVANCED MATERIALS PRAXAIR SHINKOSHA CO. SHIPLEY CO. IQE EMCORE AIR PRODUCTS AND CHEMICALS EPICHEM HONEYWELL ELECTRONIC MATERIALS FREIBERGER COMPOUND MATERIALS NIPPON SANSO/MATHESON TRI-GAS SAINT-GOBAIN CREE INC. DOWA MINING ENTHONE AKZO METALORGANICS JAPAN ENERGY OTHER SUPPLIERS

7. BUSINESS ANALYSIS Figure 7-1 WORLDWIDE SEMICONDUCTOR INDUSTRY BOOM AND BUST CYCLES Figure 7-2 SCOPE OF THE COMPOUND SEMICONDUCTOR MATERIALS BUSINESS Figure 7-3 MARKET DYNAMICS OF COMPOUND SEMICONDUCTORS

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