Silicon Reclaim Wafer Market Expected to Reach $348M by 2012
By Lara Chamness, senior market analyst, SEMI Industry Research and Statistics
The worldwide reclaim wafer market is estimated at $312 million in 2010 and forecasted to reach $348 million by 2012. Pricing pressure in 2009 caused aggregate pricing for 300 mm wafers to decline 32 percent and an additional 16 percent in 2010.
Current reclaim prices are reportedly at or below break even levels for suppliers. As a result, many reclaim service providers are reluctant to fully staff facilities or invest in advanced cleaning technologies until pricing recovers. In face of the bleak business environment, Rasa, a dominant supplier, sold its reclaim assets to RSTec (a joint venture between Eiki Shoji Co and Global Silicon Technologies) in December of last year. Despite the difficult headwinds, at least 21 suppliers continue to serve the silicon reclaim market.
Japan is the largest reclaim market in terms of revenue and numbers of wafers and is expected to remain so for the duration of the forecast because of the installed fab base and prominent position of reclaim companies there. Japan suppliers account for over 50 percent of large wafer diameter (greater than or equal to 200 mm) capacity, while companies in Asia Pacific represent about 30 percent. The remainder of large diameter capacity is provided by companies based in Europe and North America.
In revenues, North America claimed the second market region position from Taiwan in 2010 because of intense downward price pressure on reclaim services in Taiwan. While Japan-based suppliers continue to dominate the market, domestic suppliers based in Asia Pacific and North America have made significant gains in market share in recent years.
Source: Silicon Wafer Reclaim Characterization Summary Report, January 2011
A recently SEMI published report, Silicon Reclaim Wafer Characterization Summary, provides details on the 2010 silicon wafer reclaim for the semiconductor market and provides a forecast to 2012. Seven regions of the world are covered in this report including North America, Japan, Europe, Korea, Taiwan, China, and Rest of World (ROW). Market estimates for reclaim wafers include semiconductor applications including equipment and IC manufacturing markets. Regional reclaim pricing and capacity are also discussed.
Please click here for additional information about this new report as well as a list of tables and figures.
March 1, 2011