TECHCET—the advisory services firm providing electronic materials information— announced that the global market for quartz equipment consumable materials used in semiconductor manufacturing is forecasted to drop a mere ~3% to US$1.26 billion in 2019. Base materials are expected to total $425M for 2019, also down ~3% for the year. Much of the reason is being attributed to long lead-times and lean parts inventories, which are positive signs amidst the negative growth of the OEM equipment market this year. Despite the forecasted drop this year, the 5-year compound annual growth rate (CAGR) for both base quartz materials and for fabricated parts is estimated to be approximately 5% over the period 2018-2023, as detailed in the latest Critical Materials Report (CMR) on Quartz Materials (see Figure).
“A major theme for 2019 in the quartz industry serving semiconductor manufacturers is consolidation through mergers and acquisitions,” explained Kuang-Han Ke, TECHCET senior technology analyst and author of the report. “Companies in this sector seek to become more vertically integrated up and down the supply-chain, with fabricators and base materials suppliers merging, and powder suppliers facing internal restructuring.”
Supply of 300mm quartz tubes for diffusion furnaces is limited in 2019 by the need for experienced workers, which faces a lag in development. Supply of machined parts can be increased more easily due to less need for skilled labor. Some portions of the market, especially DRAM and NAND memory fabs, will be affected more than others in 2019.
This report covers the following suppliers: Applied Ceramics, Beijing Kaide, DS Techno, Donghai Baosheng Quartz Products Co., Ferro Tec, GM Associates, Hangzhou Dahe Thermo-magnetics Co., Hanntek, HanYung, Hayward Quartz Technology, Hongwei Quartz, Hsin Yui Technology Co., Heraeus Quarzglas, Hubei Feilihua Quartz Glass Co., Huzhou DongKe, Japan Super Quartz, Jiangsu Pacific Quartz Co., Jinzhou East Quartz, Jinzhou New Century Quartz, Kumkang Quartz (KKQ), Maruwa Quartz, Momentive Performance Materials, Quartz(GE), Quality Quartz Engineering, Quick Gem Optoelectronic S & T Co., Shanghai Qianghua Quartz Co., Polar Quartz, QSIL, Russian Quartz, Shin-Etsu Quartz/Heraeus-Shin-Etsu Quartz Products (HSQP), SungRim, Taicang Huaan Quartz Glass Product Co., Techno Quartz, Tosoh Quartz, The QUARTZ Corp., Topco / Heraeus in Taiwan, Unimin, Wonik QnC, Worldex/West Coast Quartz, XingHu Shanghai, Xycarb Ceramics, Young Shin.
