市场调查报告书
商品编码
1561659
2024-2032 年光罩市场报告(按产品(光罩、Master 等)、光罩车间类型(自营、商用)、应用(光学元件、分立元件、显示器、MEMS 等)和区域Photomask Market Report by Product (Reticle, Master, and Others), Mask Shop Type (Captive, Merchant), Application (Optical Devices, Discrete Components, Displays, MEMS, and Others), and Region 2024-2032 |
对先进半导体元件不断增长的需求
先进半导体装置的成长可归因于不同的新兴因素,例如物联网的广泛采用、5G 技术的成长以及云端运算及其资料中心的扩展。美国商务部报告称,2021年美国半导体销售额成长29%,显示该产业市场需求强劲。这些发展要求生产更快、更好和更高性能的晶片,用于各种用途,例如智慧型手机和笔记型电脑、汽车电子和工业设备等,这极大地推动了光掩模市场的成长。
电子和汽车行业的快速扩张
全球电子产业正在经历前所未有的成长,这主要是由于技术进步、客户对电子设备品味的不断提高以及物联网和穿戴式技术的出现。国际贸易管理局预计,到 2025 年,全球电子产业的市值将超过 5 兆美元,这表明半导体製造商以及光掩模製造商面临越来越多的机会。此外,汽车产业向电动车(EV)和自动驾驶技术方向发展以及连网汽车的需求很可能刺激先进半导体解决方案的发展,加速光掩模产业的成长。
光刻工艺的技术进步
光刻技术的创新对于製造小型但更复杂的半导体装置、具有更好的性能和效率至关重要。极紫外线(EUV)微影技术的应用对于整个半导体产业来说是一个巨大的技术进步。国际半导体技术路线图 (ITRS) 报告称,2021 年 EUV 工具的出货量较 2020 年增加了 50% 之多,反映出业界对这种尖端光刻技术的采用率加快。透过 EUV 微影,可以实现更小的特征尺寸和更高的分辨率,从而提高晶片性能和成本效益。这些技术进步吸引了针对 EUV 光刻应用优化的光掩模,成为光掩模市场成长曲线背后的主要驱动力。
IMARC Group提供了每个细分市场的主要趋势的分析,以及 2024-2032 年全球、区域和国家层面的预测。我们的报告根据产品、面膜店类型和应用对市场进行了分类。
Master占大部分市场份额
该报告根据产品提供了详细的市场细分和分析。这包括十字线、主线和其他。根据该报告,Master 代表了最大的细分市场。
光掩膜版的关键生产项目,以母版作为产品类型,导致光掩膜版市场对母版的需求很大。母版用于透过电子束光刻或雷射写入等技术生产光掩模。然后它们成为被复製以创建光掩模的来源图案。此製程可确保将电路精确且准确地转移到半导体晶圆上。为了生产用于製造最现代半导体技术的具有复杂结构和亚微米尺寸图案的光掩模,大师至关重要。
自保拥有业界最大份额
报告还根据面膜店类型对市场进行了详细的细分和分析。这包括俘虏和商人。报告称,自保占据了最大的市场份额。
由于垂直整合的半导体工厂需要将光掩模生产设施设置在製造车间附近,自营掩模车间占据了市场主导地位。这使公司有机会更好地控制其供应链、缩短交货时间并确保其智慧财产权的安全。自有掩模车间适用于生产量大且拥有复杂专有设计流程的半导体工厂和大型整合装置製造商。这些企业透过拥有自己的口罩生产工厂,可以顺畅生产流程,有效安排生产计划,确保品质良好。
光学元件代表了领先的细分市场
该报告根据应用程式提供了详细的市场细分和分析。这包括光学元件、分立元件、显示器、MEMS 等。根据该报告,光学设备占据了最大的份额。
对光学元件的需求不断增长是光掩模市场最重要的驱动因素,因为它们是半导体生产所需的光刻工具的关键要素。这些设备称为光学对准器和投影对准器,在将图案从光掩模精确转移到半导体基板的过程中尤其重要。随着半导体技术朝向更小的特征尺寸和更高的解析度发展,光学元件的重要性变得更加明显。必须以光学元件的正确精度和性能来确保半导体元件的品质和完整性。根据美国经济分析局的数据,这些设备(包括用于半导体製造的光学仪器)的产量在第三季之后的 2021 年最后一个季度增加了 8%。
亚太地区引领市场,占据最大的光掩模市场份额
该报告还对所有主要区域市场进行了全面分析,其中包括北美(美国和加拿大);亚太地区(中国、日本、印度、韩国、澳洲、印尼等);欧洲(德国、法国、英国、义大利、西班牙、俄罗斯等);拉丁美洲(巴西、墨西哥等);以及中东和非洲。报告称,亚太地区是光掩模最大的区域市场。
亚太地区在市场上占据主导地位,因为该地区拥有一些全球最大的半导体製造商,这吸引了大量的光掩模订单。此外,该地区的电子产业主要集中在中国、韩国和台湾,对于半导体製造的光掩模製造非常重要。此外,值得一提的是,该地区对技术和基础设施的投资对全球光掩模市场的成长发挥着重要作用。
根据政府部门公布的2022年以来的最新统计数据显示,亚太地区半导体产业正在不断扩张。据韩国贸易部称,2023年第一季该国半导体出口较2022年同期增长12%。
(请注意,这只是关键参与者的部分列表,报告中提供了完整列表。)
Growing Demand for Advanced Semiconductor Devices
The growth of advanced semiconductor devices can be attributed to different emerging factors such as the wide adoption of the Internet of Things, growth in 5G technologies, and the cloud computing expansion and its data centers. As stated by a report of the U.S. Department of Commerce, in 2021, U.S. semiconductor sales rose by 29 % suggesting a strong market demand for the industry. These developments are demanding the production of faster, better, and higher-performance chips that are used for various purposes, such as smartphones and laptops, automotive electronics, and industrial equipment alike, which substantially drives the photomask market growth.
Rapid Expansion of Electronics and Automotive Industries
The global electronics industry is witnessing unprecedented growth which is mainly because of technological improvements, the rising customer taste for electronic devices, and the advent of Internet of things and wearable technology. The International Trade Administration projects that the global electronics industry will reach a market value of over $5 trillion by 2025 as an indication that more and more opportunities await semiconductor manufacturers, and hence, photomask makers. Also, the movement of the automotive industry into the direction of electric vehicles (EVs) and autonomous driving technology together with the connected vehicles demand is very likely to stimulate the development of advanced semiconductor solutions and thereby accelerate the photomask sector's growth.
Technological Advancements in Lithography Processes
Innovation in lithography is crucial to allow the technology for fabrication of small, but more complicated semiconductor devices, with better performance and efficiency. The application of Extreme Ultraviolet (EUV) lithography is a tremendous technical step to the whole semiconductor industry's world. The International Technology Roadmap of Semiconductors (ITRS) reports that the number of EUV tools shipped has increased by as much as 50% in 2021 compared to 2020, reflecting the industry's accelerated adoption rate of this cutting-edge lithography technology. Through EUV lithography, smaller feature sizes are achieved to higher resolution, translating to both improved chip performance and cost effectiveness. Such technological advances attract photomasks optimized for EUV lithography applications to be the main driver behind the photomask market's growth curve.
IMARC Group provides an analysis of the key trends in each segment of the market, along with forecasts at the global, regional, and country levels for 2024-2032. Our report has categorized the market based on product, mask shop type and application.
Master accounts for the majority of the market share
The report has provided a detailed breakup and analysis of the market based on the product. This includes reticle, master, and others. According to the report, master represented the largest segment.
The key production item of photomasks, which uses master as a product type, leads to high demand for master in the photomask market. Master sets are used in the production of photomasks by using techniques like e-beam lithography or laser writing. They then become the source pattern that is replicated onto to create a photomask. This process ensures precise and accurate transfer of circuits onto semiconductor wafers. To produce photomasks with complex structures and submicron-sized patterns that are used for the fabrication of the most modern semiconductor technologies, masters are of utmost importance.
Captive holds the largest share of the industry
A detailed breakup and analysis of the market based on the mask shop type have also been provided in the report. This includes captive and merchant. According to the report, captive accounted for the largest market share.
Captive mask shops dominate the market due to the necessity of vertically integrated semiconductor fabs to have their photo mask production facilities near the manufacturing floor. This gives companies the opportunity to have much more control of their supply chain, cut down the lead times and ensure the safety of their intellectual property. Captive mask shops are suitable for semiconductor factories and big integrated device manufacturers that produce large volumes and have complex proprietary design processes. Through the possession of their own mask making factories, these enterprises can smooth their manufacturing process, efficiently arrange their production plan, and make sure the quality is good.
Optical devices represent the leading market segment
The report has provided a detailed breakup and analysis of the market based on the application. This includes optical devices, discrete components, displays, MEMs, and others. According to the report, optical devices represented the largest segment.
Rising demand for optical devices is the most essential driving factor in the photomask market as they are crucial elements of the lithography tool that is required for the production of semiconductors. These devices, called optical aligners and projection aligners, are especially important in the process of exactly transferring the patterns from photomasks to semiconductor substrates. As semiconductor technology moves towards smaller feature sizes and higher resolutions, the importance of optical devices gets more pronounced. It is necessary to ensure the quality and integrity of semiconductor devices with the correct precision and performance of optical devices. As per the U.S Bureau of Economic Analysis indicates, the production of these equipment, which consists of optical instruments used for semiconductor manufacturing, went up by 8% in the last quarter of the year 2021 after the third quarter.
Asia Pacific leads the market, accounting for the largest photomask market share
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, Asia Pacific represents the largest regional market for photomask.
Asia pacific dominates the market as the the region comprises some of the largest global makers of semiconductors and this attracts high photomasks order placements. Moreover, the region has an electronics sector, which is based in China, South Korea, and Taiwan and is of great importance for the manufacturing of photomasks in semiconductor fabrication. In addition, it is worth mentioning that the investments in technology and infrastructures that the region make play a significant role in the growth of the global photomask market.
As per the latest statistics released by government departments since 2022 suggest that the semiconductor industry in the Asia Pacific region is expanding. As per the Ministry of Trade of South Korea, semiconductor exports of the country in the first quarter of 2023 grew 12% compared to the same period of the year 2022. This is an expansion that shows the continuous requirements of photomasks in the Asia Pacific Asia region, thus taking the prime position in the photomask global market.
(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)