Silicon Reclaim Wafer Market Expected to Reach $471 Million by 2014
By Lara Chamness, senior market analyst manager, SEMI Industry Research and Statistics
The worldwide reclaim wafer market is estimated at $441 million in 2012 and is forecasted to reach $471 million by 2014. While the reclaim market grew 10 percent in 2012, reclaim suppliers face a number of issues including: availability of prime test wafers, funding advanced reclamation capacity, including 450mm capability in the face of a depressed pricing environment, increasing raw materials and transportation costs, and maintaining the current balance between supply and demand.
While 300mm reclaim wafers offer the best growth potential for suppliers, suppliers face intense price pressure. After nine years of declining average selling prices, 300mm pricing pressure finally reversed trend in 2011 only to decline another two percent in 2012. Aggregate average 300mm pricing still remains below pre-downturn levels. Several reclaim suppliers attribute the relative stabilization of pricing to supply becoming better aligned to demand, although 300mm capacity increased 30 percent in 2012 when compared to 2011. It remains to be seen what recent 300mm capacity additions will do to future pricing
Japan remains the largest reclaim market in terms of revenue and numbers of wafers because of the large installed fab base. Taiwan claimed the second top spot for the second year in a row.
Japan-based suppliers continue to dominate the market with over 50 percent market share. Globally, 70 percent of the worldwide market is served by domestic suppliers. Suppliers in Asia-Pacific (Korea, Taiwan, China), specifically in Taiwan, significantly increased their coverage of their domestic markets beginning in 2009. With regard to capacity, Japan suppliers account for almost 50 percent of large diameter (200mm and 300mm) capacity in 2012, while companies in Asia Pacific represent less than 30 percent. The remainder of large diameter capacity is provided by companies based in Europe and North America.
Growth of the silicon reclaim wafer market is closely tied to wafer starts and foundry utilization, given positive growth expectations for this year and the next for semiconductors, it is expected that the silicon reclaim market will enjoy similar growth as well, especially if reclaim supply remains in balance with demand.
A recently SEMI published report, Silicon Reclaim Wafer Characterization Summary, provides details on the 2012 silicon wafer reclaim for the semiconductor market and provides a forecast to 2014. 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.
Also, please attend the upcoming SEMI WEBINAR: Outlook on the Semiconductor Manufacturing Industry: Tuesday March 26, 2013 at 10:00 am Pacific Time. Cost: $100.00/webinar; FREE for SEMI members. Register today at www.semi.org/en/node/
March 5, 2013