電子化学品の米国市場

US market value to grow 11% per year through 2008

Demand for electronic chemicals in the US is projected to increase 11 percent per year to over $6 billion in 2008, led by extraordinary growth in lowk dielectric materials, as well as healthy growth in higher-value, high-performance products such as chemical mechanical planarization (CMP) slurries, thermoplastic packaging materials, and advanced photoresists. These chemicals will principally be involved in aiding the technological advances that facilitate ever greater circuit densities and smaller, lighter, more powerful devices.

Volume growth to also be strong despite downward pressure

Volume growth will also be strong at 6 percent annually through 2008, despite the shift toward highervalue materials, a continued emphasis on recycling and a shift by the semiconductor industry to production on 300 mm wafers that require less material on a per-chip basis. Thermoplastic polymers will be a growth driver, with volume increases expected to more than double that of electronic chemicals as a whole.

Demand for electronic chemicals is closely related to production and technology trends in the electronic components industry, with trends in the semiconductor industry, by virtue of its size and rapid adoption of new technology, having the biggest effect. Market volatility will continue to be an issue in the semiconductor industry, though to a lesser extent than that witnessed at the beginning of the decade when an exceptional decline in 2001 followed strong growth in 1999 and stellar growth in 2000. Chemical suppliers will need to remain diligent in order to capitalize on opportunities and minimize losses.

Technological advances to drive gains in demand

Rapid technological advances within the semiconductor industry, such as the planned introduction of 65 nanometer lithography by Intel beginning in 2005, will continue to afford some of the greatest opportunities for growth. New materials such as low-k dielectrics and advanced photoresists will grow well above average, and opportunities will also emerge in existing technologies as chemical compositions are adapted for compatibility purposes.

In PWBs (printed wiring boards) producers will continue to emphasize advanced manufacturing abilities that enable the production of sophisticated, highly integrated, and smaller boards. Chemicals such as newer photoresists and etchants, as well as advanced laminates and packaging materials with the correct mix of enhanced properties and processing characteristics, will benefit. In passive components the growing use of thermoplastic polymers as packaging materials, particularly in capacitors, will spur strong growth in thermoplastics as a whole.

Study coverage

Details on these and other findings are available in the new Freedonia industry study, Electronic Chemicals, which study provides historical US demand data (1993, 1998, 2003) and forecasts to 2008 and 2013 by electronic chemical product and application. The study also considers the market environment, discusses relevant technology, describes industry structure, presents company market share data and profiles 45 industry competitors.

TABLE OF CONTENTS

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

General

Macroeconomic Outlook

Electronics Industry Outlook

Electronic Components Outlook

Semiconductors

Passive Components

Printed Wiring Boards

Wafer Outlook

Silicon Wafers

Gallium Arsenide & Other Wafers

Historical Market Trends

Pricing Trends

Environmental & Regulatory Issues

International Activity & Foreign Trade

III. TECHNOLOGY

General

Polycrystalline Silicon Production

Silicon Wafer Production

Integrated Circuit Fabrication

Discrete Device Formation

Interconnect Layer Formation

Printed Wiring Board Production

Packaging & Assembly Overview

Wire-Bond Technology

Surface Mount Technology

Chip-on-Board Technology

Multichip Module Technology

Chip Scale Packaging

Ball Grid Arrays

Flip Chip Technology

Other Technology Developments

IV. PRODUCTS

General

Substrate & Packaging Polymers

Thermosets

Epoxy

Polyimide

Silicone

Other Thermosets

Thermoplastics

Polysulfone & Polyethersulfone

Liquid Crystal Polymer

Nylon

Polyphenylene Sulfide

Other Thermoplastics

Market Share & Producers

Gases

Bulk Gases

Nitrogen

Argon

Hydrogen

Oxygen

Helium & Other

Specialty Gases

Etchant & Cleaning Gases

Dopant Gases

Silicon Precursor Gases

Other Specialty Gases

Market Share & Producers

Photoresists & Adjuncts

Photoresists

Standard Photoresists

Advanced Photoresists

Photoresist Adjuncts

Market Share & Producers

Photoresists

Photoresist Adjuncts

Acids, Etchants & Solvents

Hydrogen Peroxide

Solvents

Sulfuric Acid

Hydrofluoric Acid

Other

Market Share & Producers

Semiconducting Materials

Polycrystalline Silicon

Gallium Arsenide & Other

Market Share & Producers

CMP Slurries

Plating Chemicals

Copper

Other

Market Share & Producers

Other

Electronic Adhesives

Low-k Dielectrics

All Other

V. APPLICATIONS

General

Semiconductors

Gases

Photoresists & Adjuncts

Semiconducting Substrate Materials

Substrate & Packaging Polymers

CMP Slurries

Other

Printed Wiring Boards

Laminate Polymers

Photoresists & Adjuncts

Plating Chemicals

Other

Passive Components

VI. INDUSTRY STRUCTURE

General

Market Share

Industry Restructuring

Competitive Strategies

Cooperative Agreements

Marketing & Distribution

Company Profiles

Ablestik Laboratories, see Imperial Chemical Industries

Acheson Colloids, see Imperial Chemical Industries

Advanced Silicon Materials LLC, see Komatsu Limited

AGA Gas Incorporated, see Linde AG

Air Liquide America LP, see LAir Liquide SA

Air Products and Chemicals Incorporated

Airgas Incorporated

Albemarle Corporation

Arch Chemicals Incorporated

Ashland Incorporated

ASM International NV

Astaris LLC, see FMC Corporation

Atotech USA Incorporated, see Total SA

AZ Electronic Materials

BASF AG

Bayer AG

BOC Group plc

Cabot Microelectronics Corporation

Celanese Corporation

Cheil Industries Incorporated

Chemetall GmbH, see Rockwood Specialties Group

ChemFirst Incorporated, see DuPont (EI) de Nemours

Ciba Specialty Chemicals Holding Incorporated

Clariant International Limited

Cookson Group plc

Cyantek Corporation, see Rockwood Specialties Group

Dow Chemical Company

Dow Corning Corporation

DuPont Air Products NanoMaterials, see Air Products and

DuPont (EI) de Nemours

DuPont Dow Elastomers, see Dow Chemical and DuPont

DuPont (EI) de Nemours

DuPont Teijin Films US Limited Partnership, see DuPont

Eastman Chemical Company

EKC Technology, see DuPont (EI) de Nemours

Electrochemicals, see Rockwood Specialties Group

Emerson & Cuming, see Imperial Chemical Industries

EnCompass Materials Group, see Isonics

Enthone Incorporated, see Cookson Group plc

FMC Corporation

FUJIFILM Arch Company Limited, see Arch Chemicals

GE Silicones, see General Electric Company

GEM Microelectronic Materials, see Honeywell

General Chemical Corporation, see GenTek Incorporated

General Electric Company

GenTek Incorporated

HC Starck GmbH, see Bayer AG

Hemlock Semiconductor, see Dow Corning and Shin-Etsu

Henkel KGaA

Hitachi Chemical DuPont MicroSystems, see DuPont and

Hitachi Limited

Hitachi Limited

Holox Limited, see Linde AG

Honeywell International Incorporated

Huntsman LLC

Imperial Chemical Industries plc

Isonics Corporation

JSR Corporation

JT Baker, see Tyco International Limited

Kanto Kagaku

Komatsu Limited

LAir Liquide SA

Lanxess, see Bayer AG

Linde AG

MacDermid Incorporated

Mallinckrodt Baker Incorporated, see Tyco International

Martinswerk GmbH, see Albemarle Corporation

Matheson Tri-Gas, see Taiyo Nippon Sanso

MEMC Electronic Materials Incorporated

Merck KGaA

Mitsubishi Chemical Corporation

Mitsui Chemicals Incorporated

National Starch and Chemical Company, see Imperial Chemical

Industries plc

Nippon Sanso, see Taiyo Nippon Sanso Corporation

OSi Specialties, see General Electric Company

Planar Solutions, see Arch Chemicals and Wacker-Chemie

Polyclad Laminates Incorporated, see Cookson Group plc

Praxair Incorporated

Resolution Performance Products LLC

Rhodia SA

Rockwood Specialties Group Incorporated

Rodel Incorporated, see Rohm and Haas Company

Rohm and Haas Company

SACHEM Incorporated

Shin-Etsu Chemical Company Limited

Shipley Company LLC, see Rohm and Haas Company

Siltronic AG, see Wacker-Chemie GmbH

Solvay SA

Sumitomo Chemical Company Limited

Taiyo Nippon Sanso Corporation

3M Company

Total SA

Tra-Con Incorporated, see Imperial Chemical Industries

Tyco International Limited

Wacker-Chemie GmbH

Other Companies Mentioned in Study

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

Summary Table

SECTION II -- MARKET ENVIRONMENT

1 Macroeconomic Indicators

2 Electronic Product Shipments

3 Electronic Component Shipments

4 Semiconductor Shipments

5 Passive Component Shipments

6 Printed Wiring Board Shipments

7 Wafer Shipments

8 Electronic Chemical Market, 1993-2003

9 Electronic Chemical Pricing

SECTION IV -- PRODUCTS

1 Electronic Chemical Demand by Type

2 Substrate & Packaging Polymer Demand

3 Thermoset Resin Demand in Electronics

4 Epoxy Resin Demand in Electronics

5 Polyimide Resin Demand in Electronics

6 Silicone Resin Demand in Electronics

7 Other Thermoset Resin Demand in Electronics

8 Thermoplastic Resin Demand in Electronics

9 Polysulfone & Polyether Sulfone Resin Demand in Electronics

10 Liquid Crystal Polymer Demand in Electronics

11 Nylon Resin Demand in Electronics

12 Polyphenylene Sulfide Resin Demand in Electronics

13 Other Thermoplastic Resin Demand in Electronics

14 Electronic Gases Demand

15 Bulk Electronic Gases Demand

16 Nitrogen Gas Demand in Electronics

17 Argon Gas Demand in Electronics

18 Hydrogen Gas Demand in Electronics

19 Oxygen Gas Demand in Electronics

20 Helium & Other Bulk Gases Demand in Electronics

21 Specialty Electronic Gases Demand

22 Etchant & Cleaning Gases Demand

23 Dopant Gases Demand

24 Silicon Precursor Gases Demand

25 Other Specialty Electronic Gases Demand

26 Photoresist & Adjunct Demand in Electronics

27 Photoresist Demand in Electronics

28 Standard Photoresist Demand

29 Advanced Photoresist Demand

30 Photoresist Adjunct Demand

31 Acid, Etchant & Solvent Demand in Electronic Applications

32 Hydrogen Peroxide Demand in Electronic Applications

33 Electronic Solvent Demand

34 Sulfuric Acid Demand in Electronic Applications

35 Hydrofluoric Acid Demand in Electronic Applications

36 Other Acids & Etchants Demand in Electronic Applications

37 Semiconducting Material Demand

38 Polycrystalline Silicon Demand

39 Gallium Arsenide & Other Semiconducting Materials Demand

40 CMP Slurry Demand in Electronics

41 Plating Chemical Demand in Electronics

42 Other Electronic Chemical Demand by Type & Application

43 Electronic Adhesive Demand

44 Low-k Dielectrics Demand in Electronics

45 All Other Electronic Chemical Demand

SECTION V -- APPLICATIONS

1 Electronic Chemical Demand by Application

2 Semiconductor Chemical Demand by Type

3 Semiconductor Gases Demand

4 Semiconductor Photoresist & Adjunct Demand

5 Semiconducting Substrate Materials Demand

6 Semiconductor Packaging Polymer Demand

7 Semiconductor CMP Slurry Demand

8 Other Semiconductor Chemical Demand

9 Printed Wiring Board Chemical Demand by Type

10 Printed Wiring Board Laminate Polymer Demand

11 Printed Wiring Board Photoresist & Adjunct Demand

12 Printed Wiring Board Plating Chemical Demand

13 Other Printed Wiring Board Chemical Demand

14 Passive Component Electronic Chemical Demand

SECTION VI -- INDUSTRY STRUCTURE

1 US Electronic Chemical Sales by Company, 2003

2 Selected Acquisitions & Divestitures

3 Selected Cooperative Agreements

LIST OF CHARTS

SECTION II -- MARKET ENVIRONMENT

1 Electronic Chemical Market, 1993-2003

SECTION IV -- PRODUCTS

1 Electronic Chemical Demand by Type, 2003

2 Substrate & Packaging Polymers Market Share, 2003

3 Electronic Gases Market Share, 2003

4 Photoresist & Adjunct Market Share, 2003

5 Photoresist Market Share, 2003

6 Photoresist Adjunct Market Share, 2003

7 Acid, Etchant & Solvent Market Share, 2003

8 Semiconductor Material Market Share, 2003

9 CMP Slurry Market Share, 2003

10 Plating Chemical Market Share, 2003

SECTION V -- APPLICATIONS

1 Electronic Chemical Demand by Application, 2003

SECTION VI -- INDUSTRY STRUCTURE

1 Electronic Chemical Market Share, 2003