2017 january monthly meeting - cmc fabs · xtechnically grounded professionals with deep experience...
TRANSCRIPT
2017 JANUARY MONTHLY MEETING
LITA SHON-ROY, PRESIDENT / CEODIANE SCOTT PH.D., SENIOR ANALYSTMIKE WALDEN, DIRECTOR OF CMC
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Agenda
X Opening / Hot Topic Identification* 5 minutesX CMC Update and 2017 Overview 15 minutesX TECHCET Analyst Update – CMP Cons. 15 minutesX Hot Topic Discussion TBDX Other / Closing TBD
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* Allot time as appropriate – discuss after analyst update
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Insert Your Hot Topics Here
X Hot topic 1 Chemical Inventory Reset on TSCA X Hot topic 2 Nitrous Oxide FMX Etc.
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TECHCET: a Fab Centric Organization
A Semiconductor Materials Markets & Supply Chain Advisory Firm
For more info go to : www.cmcfabs.org
TECHCET started in 2000 to support the CMC hosted by Sematech / ISMI and the materials supply chain.
Supporting the CMC / SEMATECH for > 15 years
CMC Fabs now include:BroadcomCypressInfineonIntelGlobalFoundriesMicronNXPQorvoSamsungSematechTexas InstrumentsTowerJazzPanasonic& Others tbd
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TECHCET DifferentiationX Fab Centric
X Technically grounded professionals with deep experience in materials supply chain analysisX Analysts ea. possess > 25 yrs. of indispensable supply chain / semi
materials experience
X Company with a strong track record >15 years of hands-on supply chain analysis and service
TECHCET Analysts + Data = High Quality Information
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Techcet Group Analysts (& Experience)
X Jonas, Sundqvist, Ph.D. – Sr. Technology Analyst• Fraunhofer, Quimonda
X Terry Francis – Sr. Technology Analyst• Matheson Gases, Applied Materials, Air Products
X Brooks Hurd– Sr. Technology Analyst• Quantum Clean, Matheson Gas, SAES Getters, Air Products
X Diane Scott, Ph.D. – Sr. Market Analyst• NexPlanar, CMP Solutions, Rohm & Haas, 3M
X Chris Blatt – Sr. Market Analyst• Zeon Chemicals, Fujifilm, Arch, IPEC/Athens, Air Products
► Tim Dyer – Sr. Technology Analyst• Elcon, Matsci, Morgan Ceramics, IPEC/Speedfam
X Lita Shon-Roy – President / CEO• Rasirc/Matheson Gas, IPEC/Athens, Air Products, Rockwell/
Brooktree, Hughes Aircraft
► Karey Holland, Ph.D. – Chief Technical Officer• MegaFluid Systems, FEI, NexPlanar, IPEC, Motorola, IBM
► Mike Walden – Director, Business Development / Sr. Analyst• SunEdison, SUMCO, IBM
► Ed Korczynski – Director, Marketing / Sr. Analyst• Solid State Technology, Intermolecular, Nanomarkets, Applied
Materials
► Yu Bibby, Ph. D. – Sr. Technology Analyst• UV Global, ipCapital Group, Wilkes University
► Bruce Adams – Sr. Market Analyst• Matheson Gas, Air Products, & Chemicals, Honeywell
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Critical Materials Report™ Advisories 2017
TECHCET Critical Materials Report Advisories Issue Date
1 Device Technology and Material Requirements Now2 Dielectric Precursors Feb3 Neon Supply & Demand March
4 Electronic Gases Apr5 Wet Process Chemicals June6 Silicon Wafers June7 Photoresists and Ancillaries June8 CMP July9 Sputtering Targets June 30
10* 2015 -16 Quartz -Equipt Components Updated April’16
11* 2015-16 Ceramics & SiC - Equipt Components Updated July’16
Advisory Reports include Quarterly Updates on Forecast and Supply Chain activities, and ALERTS - urgent news that may have an immediate impact on a materials’ supply and availability.
* These reports do not come with Quarterly Updates or Alerts at this time.
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Please make your selections by Feb 14 - notify [email protected]
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2017 PlansX Expand MembershipX Continue meeting template as set in 2016
X Infuse meetings with analyst content and hot topic discussions
X Address geographical meeting engagement concerns
X Host annual CMC Conference (business environment/ materials market & technology)
X Host annual CMC Seminar (supply / logistics)
X Conduct two double-blind surveys
X Facilitate discussions between CMC and Associates on topics of common interest
X Continue to innovate and provide value where possible
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2017 Plans (cont.)
X Continually improve supply chain analysis quality X Find / establish analyst support in ChinaX Establish written procedures and standards
X Grow CMC Conference Attendance and Branding
X Further develop custom consulting and training into separate P/L center, i.e. Online Training Business, and Independent Consulting Projects
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Monthly Meeting Engagement
X Ensure frequent engagement from all geographies while minimizing member inconvenienceX Leverage semiannual F2F meetings (2Q and 4Q)X Conduct multiple calls to accommodate time differencesX Rotate call starting times to afford improved convenience for EU
and Asia (once per quarter during 1Q and 3Q)
X We will provide a brief survey following the meeting to solicit input from the council with respect to various options
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CMC 12 Month ObjectivesX CMC Fabs and Associate Membership
X Target: 14 CMC Fabs and 20+ Associates
X All memberships renewed plus focus additions
X Currently 11 Fabs and 6 Associates (Heraeus, Cryoin, Dow Chemical, Momentive, Matheson, Zing - soon Wonik, AL, etc.)
X Additional Fabs to add in 2017, i.e.X STX SonyX TSMCX Hynix
X UMCX QualcommX RenesasX OnSemi
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CMC 12 Month Objectives (cont.)
X Associate Member approach - focus on market share leaders but also include companies new to the IC market:
X Air LiquideX AP/ VersumX SumcoX GlobalWafers/SEX Cabot
X HemlockX HoneywellX Praxair/LindeX JSRX Brewer
X ATMI/ Entegris
X LGSiltronX KMGX Solvay
X KFMIX GrikinX DigitalSpec
ialty ChemX Merck
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Double-blind Survey Update
X Thanks again for all of those members who participatedX Eight companies respondedX Results were distributed in the first week of January
X We understand that this is viewed as a key benefit by many members and will continue to conduct these in the future X We will look at ways to help streamline inputs (interested in your
feedback regarding this point)X Next survey timing and details will be provided separately
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Future Meetings / CMC Conf. 2017
X CMC Monthly – February 16 – Equipment Components
X CMC 2017 Conference and F2F – May 9,10 and 11,12 - Dallas, TX X Conference will focus on a blend of business and technology interests
X Call for papers has went out – looking for presentations which deal with future materials and practical supply chain concerns addressing the semiconductor industry
X Please contact [email protected] for additional conference information
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TECHET Critical MaterialsAnalyst Update – CMP Consumables
DIANE SCOTT PH.D., SENIOR ANALYST
JANUARY 19, 2017
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Confidential Information
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X The information contained in this presentation is for the use of TECHCET’s representatives and customers or prospective customers. It is considered confidential in nature and should not be shared with others outside of the aforementioned parties. Your cooperation is much appreciated.
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TOC for CMR CMP Consumables-Sept 2016 1. Report Scope 82. Report Highlights 83. Market Overview 93.1 Key Factors Influencing the Semiconductor Industry & CMP 93.2 Techcet Wafer Forecasting Model: 133.3 450mm Conversion 154. CMP Slurries 164.1 Executive Summary: CMP Slurry Market 164.2 Slurry Business Environment 174.3 Slurry Business Dynamics by Slurry Type 244.3.1 ILD Slurry 244.3.2 Selective STI (S-STI) Slurry 244.3.3 Tungsten Slurry 254.3.4 Copper & Barrier Slurry 264.3.5 TSV Slurry 284.3.6 Metal Gate (HkMG) Slurry 294.3.7 Polysilicon Slurry 304.4 3D Structures Process Considerations 314.5 Emerging Applications 334.6 Abrasive Supplier Business Environment 344.7 Supply Chain Issues Reality Check 344.8 CMP Slurry IP 354.9 CMP-Slurry Market Assessment & Outlook 354.9.1 CMP-Slurry Pricing Trends 364.9.2 CMP Slurry and Asia 364.9.3 3-5 Year Outlook 374.10 CMP Abrasive and Slurry Suppliers Profiles
5. CMP Pad Suppliers 655.1 Executive Summary Pad Market - 2016 655.2 The CMP Pad Market 655.3 Pad Design 725.4. Pad Patents 735.5. Subpads 745.6. CMP-Pad Market Assessment & Outlook 755.7. Supply Chain Challenges 755.8. Pricing Trends 755.9. CMP Pad Suppliers Chart 775.10. CMP Pad Suppliers
***Report includes updates on :45 slurry supplies
22 pad suppliers
***Full TOC available at www.techcet.com
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Wafer Starts per Year (200mm equiv.)
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TECHCET wafer-forecasting modelo updated by analysts to predict the market trends in wafer starts per yearo CMP report uses this model
Total CMP Wafer Passes Per Year
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o Uses TECHCET wafer forecast model up to 2020o Validated model through interviews with suppliers and end users
Slurry Revenue Forecast 12/16
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*models predicts to 2020 ( data not included)
Pad Revenue Forecast 12/16
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Model predicts to 2020 ( data not included)
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Market Assessment / AnalysisX The CMP supply chain is well positioned to meet customer needs
for 2017
X M&A likely to continue in CMP Consumables SectorX Financial barriers to get into marketX Brand recognitionX New opportunities in IoT market
X New entrants to CMP market is slow paced. Suppliers are working to gain market share in Asian markets, especially China as it pushes to grow away from foreign dependence
X Global CMP corporations continue to increase their presence in Asia beyond sales offices (manufacturing, development)
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CMP M&A Activity - 1Dow Electronic Materials/DuPont (DowDuPont)
X Dow has the lion’s share of the CMP pad market
X Dow and DuPont remain focused on closing the transaction and continue to work constructively with regulatory agencies in all relevant jurisdictions
X Given current regulatory agency status, merger closing would be expected to occur in the first quarter of 2017
X Post merger, DowDuPont will split into three companiesX Materials Science (CMP consumables will be organized)
X Specialty Products
X Agricultural Chemical
X Announced May 12, 2016 Dow will assume full ownership of its subsidiary Dow Corning effective June 1, 2016
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CMP M&A Activity - 2Versum/Air Products Materials Technology Spin Off
X October 2016: Air Products completed the separation of its Electronics Materials Division through the spin-off of Versum Materials, Inc. located in Arizona
X https://www.versummaterials.com/
X Technology includes:
X CMP slurries
X Post CMP Cleans
X Precursors
X Equipment for delivering specialty gases and chemicals
X Versum Materials will operate as a 100% wholly owned subsidiary of Air Products
X 1900 employees
X 1 US$ Billion in sales
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CMP M&A Activity – 3
Air Products to Sell Its Performance Materials Division
X January 3, 2017: Air Products sells Performance Materials Division to Evonik Industries for $3.B in cash
X Per the agreement supplier contracts, operational facilities, labs, customers, employees and other contracts will transfer to Evonik
X Evonik plans to continue to operate this division from Allentown, PA
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CMP News HighlightsCabot is dominant in the slurry market
X Cabot Microelectronics reports Record Quarterly Revenue of $123 Million, 22.5 Percent Higher Than 2015
X Cabot Microelectronics: November 2016 Press release announced collaboration with KonFoong Materials (KFMI)to provide advanced CMP pads to China’s rapidly growing semiconductor industry
X Cabot W2000 slurry patent expiresX Cabot protects with new patented formulationsX Watching market for new players
X Fujifilm announced it will launch the operation of a third plant in Taiwan late 2016. The plant is located in Tainan and is 5,120 sq ft. In Asia, Fujifilm also has production sites in Shizuoka Japan, Suzhou China and CheonanKorea.
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Thank You – Let Us Know How We Can Be of Assistance!
Mike Walden – Director of CMC [email protected]+1-859-274-8240
Meena Sher – CMCFabs Customer Service [email protected]+1-480-382-8336 x 102
Lita Shon-Roy – President / [email protected]+1-925-413-9373
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