Characterization of selective polysilicon deposition for ...
[SEMI Theater] When is the Next Polysilicon / Silicon Wafer Shortage?
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Transcript of [SEMI Theater] When is the Next Polysilicon / Silicon Wafer Shortage?
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byRICHARD WINEGARNER
SAGE CONCEPTS
SILICON USEAGE IN SEMICONDUCTORSILICON USEAGE IN SEMICONDUCTOR
& PHOTOVOLTAIC APPLICATIONS& PHOTOVOLTAIC APPLICATIONS
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Sage Concepts Inc. is a producer of silicon reports & custom analysis since 1982.Located in Healdsburg, CA www.sageconceptsonline.com
SILICON INDUSTRY 2010 REPORT24 TH EDITION
POLYSILICON 2010 REPORT6 TH EDITION
In depth reports on the manufacture of polysilicon,silicon ingot, silicon wafers, and semi and PV devices.
SAGE CONCEPTS INTRODUCTIONSAGE CONCEPTS INTRODUCTION
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IN THE EARLY 1960'SSILICON DISPLACED GERMANIUMTO BECOME THE MATERIAL OF CHOICEFOR THE SEMICONDUCTOR INDUSTRY
TODAY 200 MM AND 300 MM DIAMETER WAFERSDOMINATE THE SEMICONDUCTOR INDUSTRYACCOUNTING FOR ALMOST 90% OF THE WAFER AREACOMSUMED
SILICON THE MATERIAL OF CHOICESILICON THE MATERIAL OF CHOICE
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THE LEADING CONSUMERS OFSEMICONDUCTOR WAFERS ARE:
SAMSUNG - SOUTH KOREATOSHIBA - JAPANTSMC - TAIWANHYNIX - SOUTH KOREATEXAS INSTRUMENTS - USAST MICRO - EUROPEMICRON TECHNOLOGY - USAINTEL - USARENESAS - JAPANELPIDA - JAPAN
SEMICONDUCTOR WAFER CONSUMERSSEMICONDUCTOR WAFER CONSUMERS
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ASIA PACIFIC46.2%
EUROPE9.1%
JAPAN28.1%
NORTH AMERICA16.0%
OTHER0.6%
REGION SEMI WAFER CONSUMPTIONREGION SEMI WAFER CONSUMPTION
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DR
AM
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ER M
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SMA
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OS
LOG
IC
MC
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EAR
DIS
CR
ETE
IMA
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SEN
SOR
MPU
BIP
OLA
R
0
500
1000
1500
2000
SEMI WAFER CONSUMPTION BY DEVICESEMI WAFER CONSUMPTION BY DEVICE
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THE LEADING PRODUCERS OF SEMICONDUCTOR WAFERS ARE:
SHIN ETSU HANDOTAI- JAPANSUMCO - JAPANSILTRONIC - EUROPEMEMC - USALG SILTRON - SOUTH KOREAOTHERS
TOP 3 HAVE ALMOST 90% MARKET SHARE
LEADING SEMI WAFER PRODUCERSLEADING SEMI WAFER PRODUCERS
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BY REGION
ASIA PACIFIC29.7%
EUROPE8.3%
JAPAN50.7%
NORTH AMERICA11.3%
SEMI WAFER PRODUCTIONSEMI WAFER PRODUCTION
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THE LEADING PRODUCERS OF SEMICONDUCTOR POLYSILICON ARE:
HEMLOCK - USATOKUYAMA - JAPANWACKER - EUROPEMITSUBISHI - JAPANREC SILICON - USAMEMC - USAOTC - JAPANOTHERS
TOP 3 HAVE ALMOST 65% MARKET SHARE
SEMI POLYSILICON PRODUCERSSEMI POLYSILICON PRODUCERS
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BY REGION
EUROPE16.9%
JAPAN32.2%
NORTH AMERICA51.0%
SEMI POLYSILICON PRODUCTIONSEMI POLYSILICON PRODUCTION
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SEMI SILICON FLOWSEMI SILICON FLOW
USA - JAPAN
JAPAN - ASIA
ASIA - JAPAN
POLYSILICON
WAFERS
IC DEVICES
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1985
1986
1987
1988
1989
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1991
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1995
1996
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1998
1999
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2001
2002
2003
2004
2005
2006
2007
2008
2009
0
10
20
30
40
50
60Th
ousa
nds SEMI
PV
PAST WAS DOMINATED BY SEMICONDUCTOR INDUSTRYAND THE FUTURE WILL BE DOMINATED BY THE PHOTOVOLTAIC INDUSTRY
POLYSILICON HISTORYPOLYSILICON HISTORY
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THE LEADING CONSUMERS OFPHOTOVOLTAIC WAFERS ARE:
SUNTECH - CHINASHARP - JAPANYINGLI - CHINAQ-CELLS - GERMANYJA SOLAR - CHINATRINA - CHINASUNPOWER - USAKYOCERA - JAPANMOTECH - TAIWANGINTECH - TAIWAN
PV WAFER CONSUMPTIONPV WAFER CONSUMPTION
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ASIA PACIFIC54.6%
EUROPE19.0%
JAPAN18.4%
NORTH AMERICA2.4%
OTHER5.6%
BY REGION
PV WAFER CONSUMPTIONPV WAFER CONSUMPTION
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THE LEADING PRODUCERS OF PHOTOVOLTAIC WAFERS ARE:
LDK - CHINAGLORY - CHINAREC - NORWAYM SETEK - JAPANGET - TAIWANRENESOLA - CHINALONGI - CHINACRYSTALOX - UK
TOP 3 HAVE ALMOST 30% MARKET SHARE
PV WAFER PRODUCERSPV WAFER PRODUCERS
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BY REGION
ASIA PACIFIC40.5%
EUROPE35.5%
JAPAN15.6%
NORTH AMERICA5.8%
OTHER2.6%
PV WAFER PRODUCTIONPV WAFER PRODUCTION
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THE LEADING PRODUCERS OF PHOTOVOLTAIC POLYSILICON ARE:
HEMLOCK - USAWACKER - EUROPEOCI - SOUTH KOREAREC SILICON - USAMEMC - USAGCL - CHINATOKUYAMA - JAPANOTHERS
TOP 3 HAVE ALMOST 66% MARKET SHARE
PV POLYSILICON PRODUCERSPV POLYSILICON PRODUCERS
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BY REGION
ASIA PACIFIC17.2%
EUROPE27.6%
JAPAN10.3%
NORTH AMERICA44.8%
PV POLYSILICON PRODUCTIONPV POLYSILICON PRODUCTION
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PV SILICON FLOWPV SILICON FLOW
USA - EUROPE
ASIA - EUROPE
ASIA - EUROPE
POLYSILICON
WAFERS
CELLS
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2005 2006 2007 2008 2009 2010 2011 2012 20130
50,000
100,000
150,000
200,000
250,000
SOLAR SEMI
40,400 51,60066,800
150,000
190,000
240,000
SUPPLY
27,000
115,000
POLYSILICON SUPPLY & DEMANDPOLYSILICON SUPPLY & DEMAND