한글목차

O링은 반도체 산업에서 사용되는 가장 일반적인 유형의 실이며, 최첨단 및 성숙한 반도체 디바이스의 제조에 사용되는 기타 부품, 장비 및 화학제품과 마찬가지로 품질 및 수요 촉진요인에 직면하고 있습니다, 플루오로엘라스토머(FKM 및 FFKM)는 극한의 온도에서 우수한 성능을 발휘하고 다양한 화학 물질에 의한 열화에 대한 내성이 뛰어나 반도체 용도에서 사실상 표준이 되고 있습니다.

O링 시장에 대해 조사했으며, 반도체용 퍼플루오로엘라스토머 O링 시장에 초점을 맞추고 있습니다. 또한 기존 엘라스토머 O링보다 퍼플루오로엘라스토머를 선택하는 기술적 요건, 시장 규모와 예측, 경쟁 구도 등을 정리하여 전해드립니다.

목차

제1장 개요

제2장 조사 범위와 방법

제3장 반도체 산업의 시장 동향

• 2024년 경제 전망 : 소프트 랜딩, 빈약한 회복
• 세계 경제와 전망
• 베어 실리콘 웨이퍼 출하 예측
• 완성 웨이퍼 출하 동향
• WSTS 월간 판매 동향
• 2024년 업계 전망
• 2024년은 시작 : 칩 확장에 대한 거액의 투자
• FAB 확장의 이점
• 설비투자의 동향

제4장 O링 기술 요건

• 반도체 실
• O링 성능 요건
• O링 재질
• 플루오로엘라스토머를 선택하는 이유
• PFAS - 숨겨진 문제
• 반도체 FFKM의 용도
• FFKM 제조 특성의 개요

제5장 O링 시장 규모와 예측

• 복잡한 시장
• 퍼플루오로엘라스토머의 비용
• FFKM 시장
• FFKM O링의 비PFAS 대체품
• 공급업체별 비PFAS 및 PFAS 제품
• FFKM의 연구개발과 대체품

제6장 경쟁 구도

• 공급업체 지정
• FFKM 공급망 맵
• 반도체 퍼플루오로엘라스토머의 주요 공급업체

제7장 애널리스트의 평가

• 애널리스트 평가 - 기술 요건
• 애널리스트 평가 - O링 시장
• 애널리스트 평가 - 경쟁 구도

제8장 공급업체 개요

• 3M
• AGC
• APPLIED SEALS(TAIWAN)
• ASNA(APPLIED SEALS NORTH AMERICA)
• BASF
• 기타 20사 이상

영문목차

O-rings are the most common type of seal used in the semiconductor industry and face the same quality and demand drivers as other components, equipment, and chemicals used in the manufacture of leading-edge and mature semiconductor devices. Although multiple elastomeric materials are used in o-ring service, fluoroelastomers (both FKM and FFKM) are becoming the de facto standard in semiconductor applications due to their excellent performance in extreme temperatures and resistance to degradation by a wide range of chemicals. This report focuses on the semiconductor perfluoroelastomer o-ring market. It will cover several aspects of this market:

• Technical requirements driving the selection of perfluoroelastomers over traditional elastomer o-rings
• Market size and forecast
• Competitive landscape

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

2 SCOPE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 PURPOSE
• 2.3 METHODOLOGY

3 SEMICONDUCTOR INDUSTRY MARKET TRENDS

• 3.1 2024 ECONOMIC OUTLOOK: SOFT LANDING, ANEMIC RECOVERY
• 3.2 WORLDWIDE ECONOMY AND OUTLOOK
• 3.3 BARE SILICON WAFER SHIPMENT FORECAST
• 3.4 FINISHED WAFER SHIPMENT TRENDS
• 3.5 WSTS MONTHLY SALES TRENDS
• 3.6 2024 INDUSTRY OUTLOOK
• 3.7 2024 IS THE START: HUGE INVESTMENT IN CHIP EXPANSIONS
• 3.8 THE UPSIDE WITH FAB EXPNSIONS
• 3.9 EQUIPMENT SPENDING TRENDS

4 O-RING TECHNICAL REQUIREMENTS

• 4.1 SEMICONDUCTOR SEALS
• 4.2 O-RING PERFORMANCE REQUIREMENTS
• 4.3 O-RING MATERIALS
• 4.4 WHY FLUOROELASTOMERS
  • 4.4.1 THE CASE FOR FLUOROELASTOMERS - OUTGASSING
  • 4.4.2 THE CASE FOR FLUOROELASTOMERS - HF
  • 4.4.3 THE CASE FOR PERFLUOROELASTOMERS - SOLVENTS
  • 4.4.4 THE CASE FOR PERFLUOROELASTOMERS - PLASMA
  • 4.4.5 THE CASE FOR PERFLUOROELASTOMERS - TEMPERATURE
  • 4.4.6 THE CASE FOR PERFLUOROELASTOMERS - PURITY
• 4.5 PFAS - THE ELEPHANT IN THE ROOM
  • 4.5.1 THE PROBLEM WITH PFAS
  • 4.5.2 STATUS OF PFAS AVAILABILITY
  • 4.5.3 REPLACING PFAS IS DIFFICULT
  • 4.5.4 FUTURE OUTLOOK FOR PFAS
• 4.6 SEMICONDUCTOR FFKM APPLICATIONS
  • 4.6.1 FFKM APPLICATIONS - CVD
  • 4.6.2 FFKM APPLICATIONS - ETCH CHAMBER
  • 4.6.3 FFKM APPLICATIONS - ALD CHAMBER
• 4.7 SUMMARY OF FFKM MANUFACTURING CHARACTERISTICS

5 O-RING MARKET SIZE AND FORECAST

• 5.1 A COMPLICATED MARKET
• 5.2 PERFLUOROELASTOMER COST
• 5.3 FFKM MARKET
  • 5.3.1 FFKM MARKET BY APPLICATION - CVD SEALS
  • 5.3.2 FFKM MARKET BY APPLICATION - ETCH SEALS
  • 5.3.3 FFKM MARKET BY APPLICATION - ALD SEALS
  • 5.3.4 FFKM MARKET BY APPLICATION - DRY STRIP SEALS
  • 5.3.5 FFKM MARKET BY APPLICATION - RTP SEALS
• 5.4 NON-PFAS ALTERNATIVES TO FFKM O-RINGS
• 5.5 NON-PFAS & PFAS PRODUCTS BY SUPPLIER
• 5.6 R&D AND ALTERNATIVES TO FFKM

6 COMPETITIVE LANDSCAPE

• 6.1 SUPPLIER DESIGNATIONS
• 6.2 FFKM SUPPLY CHAIN MAP
  • 6.2.1 FFKM MARKET LANDSCAPE - TIER 2
  • 6.2.2 FFKM MARKET LANDSCAPE - TIER 1
• 6.3 MAJOR SEMICONDUCTOR PERFLUOROELASTOMER SUPPLIERS
  • 6.3.1 ADDITIONAL PERFLUOROELASTOMER SUPPLIERS

7 ANALYST ASSESSMENT

• 7.1 ANALYST ASSESSMENT - TECHNICAL REQUIREMENTS
• 7.2 ANALYST ASSESSMENT - O-RING MARKET
• 7.3 ANALYST ASSESSMENT - COMPETITIVE LANDSCAPE

8 SUPPLIER PROFILES

• 3M
• AGC
• APPLIED SEALS (TAIWAN)
• ASNA (APPLIED SEALS NORTH AMERICA)
• BASF
• ...AND 20+ MORE

FIGURES

• FIGURE 1.1: FFKM MARKET FORECAST
• FIGURE 3.1: GLOBAL GDP GROWTH
• FIGURE 3.2: SEMICONDUCTOR REVENUE FORECAST
• FIGURE 3.3: SILICON WAFER SHIPMENT FORECAST BY DIAMETER
• FIGURE 3.4: FINISHED WAFER SHIPMENTS BY DEVICE TYPE
• FIGURE 3.5: SEMICONDUCTOR REVENUE MONTHLY FORECAST
• FIGURE 3.6: ESTIMATED GLOBAL FAB SPENDING 2022-2027
• FIGURE 3.7: TOP 6 CHIP MANUFACTURERS CAPITAL SPENDING FORECAST
• FIGURE 3.8: GLOBAL EQUPMENT SPENDING FORECAST
• FIGURE 4.1: CHANGE IN WEIGHT OF EPDM O-RING AFTER EXPOSURE TO CONCENTRATED HYDROFLUORIC ACID
• FIGURE 4.2: CHANGE IN THE WEIGHT OF FKM O-RING AFTER EXPOSURE TO A PHOTORESIST ORGANIC SOLVENT
• FIGURE 4.3: WEIGHT CHANGE OF VARIOUS O-RINGS AFTER F-RADICAL EXPOSURE
• FIGURE 4.4: COMPARING APPEARANCE AND WEIGHT BEFORE AND AFTER F-RADICAL EXPOSURE
• FIGURE 4.5: ELASTOMER OPERATING TEMPERATURE RANGE
• FIGURE 4.6: COMPARISON OF METAL LEACHATE FROM EPDM AND FKM O-RINGS WHEN IMMERSED IN DIW
• FIGURE 4.7: PFAS-CONTAINING PRODUCTS
• FIGURE 4.8: PFAS VILLAGE IN CHANGSHU, CHINA
• FIGURE 4.9: POSITIVE ATTRIBUTES OF FFKM
• FIGURE 4.10: TYPICAL CVD CHAMBER
• FIGURE 4.11: TYPICAL ETCH CHAMBER
• FIGURE 4.12: TYPICAL ALD CHAMBER
• FIGURE 5.1: FKM/FFKM FINISHED GOOD PRICING
• FIGURE 5.2: FFKM MARKET FORECAST
• FIGURE 5.3: CVD SEALS REVENUE FORECAST ESTIMATES
• FIGURE 5.4: ETCH SEAL REVENUE FORECAST ESTIMATES
• FIGURE 5.5: ALD SEALS REVENUES FORECAST ESTIMATES
• FIGURE 5.6: DRY STRIP SEALS REVENUES FORECAST ESTIMATES
• FIGURE 5.7: RTP SEALS REVENUES FORECAST ESTIMATES
• FIGURE 5.8: EUV LITHOGRAPHY OPTICS AND BEAM PATHWAY
• FIGURE 6.1: GENERAL SEMICONDUCTOR MATERIAL SUPPLIER DESIGNATIONS
• FIGURE 7.1: FFKM O-RING MARKET SEGMENT REVENUES FORECAST ESTIMATES

TABLES

• TABLE 4.1: ELASTOMER PROPERTY COMPARISON
• TABLE 4.2: THE RESULTS OF O-RING IMMERSION IN CONCENTRATED HYDROFLUORIC ACID, TYPICALLY USED IN WET CHEMICALS
• TABLE 4.3: MEASUREMENTS OF WEIGHT AT VARIOUS TIME INTERVALS AND PHYSICAL APPEARANCE OF THREE O-RINGS IMMERSED IN AN ORGANIC SOLVENT
• TABLE 5.1: SUPPLIERS OF NON-PFAS AND PFAS O-RINGS
• TABLE 6.1: FFKM SUPPLY CHAIN MAP
• TABLE 6.2: MAJOR SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS
• TABLE 6.3: ADDITIONAL SEMICONDUCTOR FLUOROELASTOMER SUPPLIERS