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中国光刻设备进口分析(2023-2032)Research Report on China's Lithography Machine Import 2023-2032 |
光刻系统是芯片製造最重要的技术,它影响着芯片的功耗和性能,包括半导体线路的精度。 由于曝光设备研製难度大,我国芯片製造业曝光设备严重依赖进口。
2021年中国进口光刻设备406台(同比增长69.87%),价值11.41亿美元(同比下降38.47%)。 2022年1-10月,中国进口光刻设备271台(同比下降20.76%),价值12.37亿美元(同比增长49.72%)。
中国曝光设备进口平均价格从2018年的435.6万美元/台到2020年的776.11万美元/台间歇性变化。
2021年我国共从11个国家/地区进口光刻设备。 从数量上看,日本、荷兰、德国、美国和奥地利是主要的进口来源地。 其中,日本是中国曝光设备最大的进口来源地。
2021年中国将从日本进口曝光设备283台(占进口总额的69.70%),进口额3.52亿美元(占进口总额的30.86%)。 荷兰是第二大进口来源地,2021年进口7.66亿美元(占进口总额的67.15%)或75台(占进口总额的18.47%)光刻设备。
短期内难以用中国製造的生产半导体设备(曝光设备)覆盖中国芯片企业的全部需求,预计进口量将继续增长。
在本报告中,我们分析了中国曝光设备进口市场,包括总体进口量和进口额、主要进口来源地(2018-2022 年)、按类型分类的详细趋势、进口价格变化、主要市场驱动因素和製约因素,主要公司概况和战略,未来进口趋势展望(2023-2032)等。
Photolithography is the most critical technology in chip manufacturing, which determines the precision of semiconductor lines as well as the power consumption and performance of the chip. Lithography is the core equipment in chip manufacturing. Due to the difficulty of developing lithography machines, the lithography machines used in China's chip manufacturing industry are heavily dependent on imports.
In 2021, China imported 406 units of lithography machines, up 69.87% year-on-year, with an import value of US$1.141 billion, down 38.47% year-on-year. According to CRI analysis, from January to October 2022, China imported 271 units of lithography machines, down 20.76% year-on-year, with an import value of US$1.237 billion, up 49.72% year-on-year.
From 2018 to October 2022, the average price of China's lithography machine imports fluctuates widely. From 2018 to 2020, the average price of China's lithography machine imports grows continuously, from US$4,356,000 per unit in 2018 to US$7,761,100 per unit in 2020. According to CRI analysis, in 2021, the average price of China's lithography imports plummeted to US$281.11 per unit, down 63.78% y-o-y. From January to October 2022, the average price of China's photolithography imports increased 88.95% y-o-y to US$456.56 per unit.
In 2021, China imported lithography machines from a total of 11 countries and regions. CRI analysis, by import volume, Japan, the Netherlands, Germany, the United States and Austria are the main sources of China's lithography machine imports. Among them, Japan is the main importer of lithography machines in China.
In 2021, China imported 283 lithography machines from Japan, accounting for 69.70% of total lithography machine imports in that year, and the import value of $352 million, accounting for 30.86% of the total import value. By import volume, then the Netherlands is the main source of China's lithography imports, mainly because ASML is located in the Netherlands. 2021, China imported US$ 766 million of Dutch lithography, accounting for 67.15% of the total import volume, and 75 units, accounting for 18.47% of the total import volume.
CRI expects that in the short term it will be difficult for China's locally manufactured semiconductor equipment such as lithography to cover all the needs of Chinese chip companies, so China's lithography imports are expected to continue to rise in 2023-2032.
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