A shortage of sapphire material between 2010 and 2011 created a window of opportunity for new entrants. In just the last two years, more than 80 companies announced their intention to enter the industry. This trend coupled with slow demand from LED makers in 2012, has manifested a challenging environment with cores and wafers often selling at prices at or below manufacturing cost. These difficult market conditions will trigger an industry rationalization through consolidation and attrition that should take place in 2013 and 2014.
The industry is expected to shift toward a more vertically integrated model in order to limit margin stacking.
Global Information Inc (GII) offers a range of market research covering the global electronic components and advanced material markets. Below is a preview of our featured selection of market research reports highlighting sapphire substrates, polycrystalline silicon, and semiconductor chemicals and materials.
Sapphire Substrates 2013
This report provides a detailed analysis of the sapphire industry, including revenue, volume and price trends for all major substrate applications. It also includes an extensive list of manufacturers with current and planned capacity, and an analysis of established and emerging manufacturing technologies. The drivers and dynamics of the LED and SoS markets are analyzed, and a preliminary view and plausible scenario are provided on emerging non-substrate applications in cell phones.
The report is comprised of three major sections: the first presents historical and future price trends for material and finished wafers, as well as a detailed supply/demand analysis. Volume forecasts are presented for material, standard and PSS wafers, along with a revenue forecast for finished wafers. Section two presents an in-depth analysis of the requisite conditions for the success of LED-on-Si, and reveals how GaN could capture some niche markets thanks to higher performance and competitive system-level cost of ownership.
A third section analyzes the most recent trends and potential SoS-related upsides, and provides a revenue forecast. Also, the pros and cons of using sapphire in cell phone cover applications are discussed, and various scenarios are presented to illustrate the potential impact in terms of global sapphire demand.
Chinese Markets for Polycrystalline Silicon
Demand for polycrystalline silicon in China has grown at a fast pace in the past decade. In the next five years, both production and demand will continue to grow. This new study examines China's economic trends, investment environment, industry development, supply and demand, industry capacity, industry structure, marketing channels and major industry participants. Historical data (2001, 2006 and 2011) and long-term forecasts through 2016 and 2021 are presented. Major producers in China are profiled.
Chemicals and Materials for Sub-100 nm IC Manufacturing
Chemicals and materials are used in every processing step in the fabrication of silicon and gallium arsenide integrated circuits. Technological advances in Si and GaAs ICs have resulted in more stringent requirements in the purity and quality of processing chemicals and materials for cleaning, etching, and deposition. As linewidths decrease, the level and size of contaminants in both chemicals and the manufacturing cleanroom become increasingly important as it directly impacts device yield. Each new generation of IC processing requires higher levels of purity.
Chemical and material suppliers, buyers, executives who need to evaluate the available spectrum of products, packaging, and dispensing systems will benefit from reading this report. The study also supplies the criteria for selecting vendors as well as a chemical delivery and dispensing system that will serve specific requirements; provides insights on future user needs; and addresses strategic issues impacting both user and supplier of chemicals and materials.
