工业激光系统市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在预测期内，工业激光市场预计将以 7.1% 的复合年增长率增长。

随着工业 4.0 和工业物联网的出现，工业自动化、工业机器人和 3D 打印等工业环境中的各种技术进步有望推动激光系统在工业中的应用。 公司正在将现有的製造工艺与激光和激光系统的多项技术进步相结合，以提高生产率并在竞争中保持领先地位。

主要亮点

• 随着工业 4.0 和工业物联网的出现，工业自动化、工业机器人和 3D 打印等工业环境中的各种技术进步有望推动激光系统在工业中的采用。 製造业和其他行业对精度的需求也推动了终端用户行业对激光解决方案的采用。
• 激光在各个行业中以多种不同的形式和类型得到应用，但其中很大一部分应用是在材料加工领域。 据 Laser Focus World 报导，光纤激光源主要用于材料加工，其次是直接二极管激光器。
• 随着自动化变得越来越普遍以及对精密製造的需求增加，激光的应用和需求也越来越大。 公司正在将他们现有的製造工艺与激光和激光系统等多项技术进步相结合，以提高生产率并击败竞争对手。
• 此外，全球对自动化的投资是由大流行造成的情况推动的，这增加了对 CNC 系统和过程自动化的需求，这反过来又增加了对基于激光的钻孔、切割和标记设备的需求。有望进一步加速。 据瑞银称，到 2021 年，专门用于过程自动化的全球自动化投资预计将占 740 亿美元的显着份额。
• 随着对基于激光的解决方案的需求增加，各种供应商都在寻求扩展其产品范围。 例如，MKS Instruments Inc. 发布了高功率紫外激光器光谱物理 Talon 355-45。 这加快了 UV 处理，同时显着降低了每个零件的成本。 它非常适合用于消费电子、清洁能源和其他要求苛刻的应用的 PC 板、电子元件、半导体、平板显示器、锂离子电池和 LED 的工业生产。
• COVID-19 危机的影响迫使企业遵守严格的要求，以确保其员工和客户的持续安全。 因此，对自动化的需求呈指数级增长。 预计这一趋势将继续下去。
• 在这种情况下，世界製造业正在经历收入的大幅下降、僱员和工人数量的减少以及工业生产活动的整体损失。
• 只有少数行业被政府视为必不可少的行业，例如食品、饮料和製药。 但製造业受疫情影响大幅萎缩，供应炼和原材料采购面临前所未有的困难，製造商损失惨重。
• 不过，工业激光系统正被多个最终用户行业所采用，包括航空航天和国防、汽车、医疗和半导体。 汽车行业主要将激光系统用于切割和焊接应用。 因此，可以提高生产率并缩短停机时间，这有望显着降低製造成本。 我们还拥有广泛的製造能力，涵盖航空航天和国防工业的全方位金属加工、连接和涂层。

工业激光系统市场趋势

半导体和电子领域有望大幅增长

• 使用激光的设备在半导体的製造和加工过程中发挥着重要作用。 晶圆製造中常用的两种激光器是近红外 (NIR) 激光器和绿光激光器。 NIR 激光器用途广泛，适用于许多机械应用，例如半导体製造。 它们之所以有效，是因为能量范围与产生所需晶圆标记所需的光谱场一致。
• 绿色激光由二次谐波生成过程产生，也称为倍频。 这项技术有助于将两盏灯结合起来，创造出一种能量翻倍的新灯。 这允许在保持激光相干性的同时放大输出。 激光打标可实现整个市场晶圆的可追溯性和可读性，是晶圆製造中的必要步骤。
• 全球对硅晶圆的需求正在飙升，而目前汽车等各行业的芯片短缺有望提振需求。 根据中芯国际发布的数据，2020年全球硅片需求量将达到124.1亿平方英寸，上年为118.1亿平方英寸。 在我们 2019 年面临需求放缓和整个市场波动之后，在电子产品需求增加的推动下，全球市场预计在未来几年将加速增长。
• 半导体加工和 PCB 加工在激光设备的应用中占有很大份额。 该设备用于去除工艺、粘合工艺、检查、测量和修改工艺。 使用激光可提高产量和产量，降低破损风险/模具质量，避免无残留颗粒，并且具有成本效益。 预计纳秒和皮秒型激光器将主导市场，其次是 CO2、飞秒和准分子激光器。
• 除半导体行业外，激光设备还广泛用于电子设备製造过程。 微钻孔等激光应用，IPG Photonics 等知名供应商提供重要产品。 随着物联网、工业物联网和智能家居解决方案的普及，製造过程中对激光器的需求预计将快速增长。
• 由于技术革新，智能手机的更新换代率正在下降，5G 引入的运动变得更加活跃。 .
• 根据爱立信 2021 年 6 月的报告，超过 160 家电信服务提供商已推出 5G 服务，超过 300 款 5G 智能手机型号已发布或上市，预计将有 5 亿 5G 用户诞生。 到2020年底，智能手机在手机订阅中的渗透率为76%，智能手机订阅量60亿部，我来了。
• 电子产品需求的加速增长预计会增加对使用激光的製造和检测设备的需求，这预计会影响对半导体设备的需求。

预计北美将占据很大份额

• 由于製造业、航空航天和汽车等各个领域的技术进步，预计北美将主导该市场。 它也是 IPG Photonics 和 Coherent Inc. 等主要供应商的所在地。
• 北美地区公司增加产品发布预计将促进该地区的增长。 例如，2021 年 8 月，相干公司宣布了 ExactWeld IP 聚合物焊接技术。 ExactWeld IP 是一种聚合物焊接方法，可产生大量无变形或无颗粒的焊缝。 它包括一个热视觉检查、一个用于组件识别和偏移校正的内置视觉系统，以及一个提高过程稳定性和一致性的自动激光功率校准模块。
• 许多公司，尤其是中小型企业 (SME) 和初创企业，开始筹集大量资金来打造尖端的激光技术解决方案。 例如，总部位于托斯卡纳并致力于将亚利桑那大学的发现、产品、技术和服务商业化的 UAVenture Capital Fund 投资了 DeUVe Photonics Inc. 以推进其技术并帮助该业务扩展到新兴和现有的深紫外线领域它使垄断激光市场成为可能。
• 为了提高生产力并在竞争中脱颖而出，公司正在将当前的製造工艺与激光和激光系统的技术进步相结合。 例如，2020 年 1 月，通快集团收购了 GLOphotonics，这是一家专注于空芯光纤的法国激光技术公司。 这种光纤使激光能够更有效、更快速地从源头传输到目的地，而不会影响功率。
• 由于对高功率和紧凑型功率的需求，预计光纤激光器业务将会增长。 光纤激光器的高可靠性有望推动北美的工业激光产业。

工业激光系统市场的竞争对手分析

由于存在多家供应商，工业激光系统市场竞争激烈。 市场看起来相当集中。 除了最大的供应商之外，每个地区还有较小的供应商服务于各自的市场。 市场上的供应商正在优先考虑研究、创新和产品开发作为他们的增长战略。 随着这些发展，公司正在增加他们在这一领域的存在。 由于是资本高度密集的市场，盈利规模较小的企业退出壁垒较高，往往被高利润企业收购。 适度的企业集中度和市场整合进一步加剧了竞争对手之间的竞争。

• 2022 年 1 月 - 通快与 Fraunhofer Institute for Laser Technology ILT（亚琛）建立了合作伙伴关係，后者製造最先进的激光束源以及出色的光学元件和系统。 通过这次合作，我们希望推进激光材料沉积的研究，并加快这项技术的推广。
• 2021 年 3 月 - II-VI Incorporated 以 63 亿美元收购 Coherent Inc.。 II-VI 将通过现金和股票交易收购相干公司所有已发行股票。 相干公司是全球领先的激光器、激光技术和激光系统解决方案供应商。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• 工业价值链分析
• Covid-19 市场评估

第 5 章市场动态

• 市场驱动因素
  • 比传统替代品具有更高的准确度和精确度
  • 组件精简
• 市场製约因素
  • 与激光使用相关的法规遵从性

第 6 章市场细分

• 按激光类型
  • 纤维
  • 固态
  • 二氧化碳
  • 其他激光
• 通过申请
  • 切
  • 焊接
  • 标记
  • 钻孔
  • 其他用途（表面处理、增材製造）
• 按最终用户行业
  • 半导体和电子元件
  • 汽车行业
  • 航空航天与国防
  • 医疗
  • 其他最终用户
• 区域信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲

第7章竞争格局

• 公司简介
  • JENOPTIK AG
  • Newport Corporation
  • TRUMPF GmbH+Co. KG
  • Coherent Inc.
  • IPG Photonics Corporation
  • ACSYS Lasertechnik US Inc.
  • nLIGHT Inc.
  • Han's Laser Technology Co. Ltd
  • II-VI Incorporated

第8章 投资分析

第9章 市场将来性

The industrial lasers market is anticipated to witness a CAGR of 7.1% during the forecast period. The various technological advancements in the industrial environment, such as industrial automation, industrial robots, 3D Printing, etc., due to the advent of Industry 4.0 and Industrial IoT, are expected to boost the adoption of laser systems in industries. Companies integrate the existing manufacturing processes with several technological advancements across lasers and laser systems to enhance productivity and stay ahead of the competition.

Key Highlights

• The various technological advancements in an industrial environment, like industrial automation, industrial robots, 3D Printing, etc., due to the advent of Industry 4.0 and Industrial IoT, are expected to boost the adoption of laser systems in industries. The demand for precision in manufacturing and other industries is also adding to the adoption of laser solutions in the end-user industries.
• Lasers find applications in various industries in different forms and types, but a prominent share of their application lies in material processing. According to Laser Focus World, optical fiber laser sources are being used mainly for material processing, followed by Direct Diode Laser.
• With the proliferation of automation and growing demand for precision manufacturing, lasers are witnessing higher application and demand. Companies are integrating the existing manufacturing processes with several technological advancements across lasers and laser systems to enhance productivity and stay ahead of the competition.
• In addition, the global investment in automation is expected to accelerate even further due to the conditions created by the pandemic resulting in higher demand for CNC systems and process automation, where the demand for laser-based equipment for drilling, cutting, and marking is increasing. According to UBS, by 2021, the global automation investment specific to process automation was expected to command a prominent share at USD 74.0 billion.
• Due to the growing demand for laser-based solutions, various vendors are looking to expand their product offerings. For instance, MKS Instruments Inc. launched the spectra-physics Talon 355-45, a high-power UV laser that results in faster UV processing at a significantly lower cost per part. It is ideal for the industrial manufacturing of PC boards, electronic components, semiconductors, flat panel displays, lithium-ion batteries, and LEDs for consumer electronics, clean energy, and other demanding applications.
• The impact of the COVID-19 crisis has forced businesses to adhere to strict requirements to ensure the ongoing safety of their employees and customers alike. As a result, the need for automation has witnessed a sudden spike. This could be observed as a notable trend in the foreseeable future.
• Under these circumstances, manufacturing industries worldwide witnessed a significant decline in revenue and profits, leading to a significant cut down of employees and workers and an overall loss to industrial production activities.
• Few industries, such as food and beverage and pharmaceutical, were deemed essential by governments. However, the manufacturing industry shrunk significantly due to the pandemic as the industry faced unprecedented challenges in the supply chain and procurement of raw materials, which resulted in significant losses for manufacturers.
• However, industrial laser systems are being adopted in several end-user industries, such as aerospace and defense, automotive, medical, and semiconductor, amongst others. In the automotive sector, laser systems deployed are used mainly for cutting and welding applications. This enables higher productivity and reduction of downtime while substantially reducing manufacturing costs. Also, in the aerospace and defense industry, extensive manufacturing capabilities encompass all areas of metal fabrication, joining, and coating.

Industrial Laser System Market Trends

Semiconductor and Electronics Segment Is Expected To Grow Significantly

• Laser-based equipment plays a vital role in the manufacturing and processing of semiconductors; two of the widely used lasers in wafer manufacturing are near-infrared (NIR) and green lasers. NIR Lasers are versatile and suitable for many machine applications like semiconductor creation. They are effective because of the energy range that falls squarely within the spectral field needed to make wafers' necessary markings.
• Green lasers are the result of second-harmonic generation processes, also called frequency doubling. This technology helps combine two photos to make a new one with twice the energy. This amplifies the power while conserving the coherence of the laser. Laser marking helps in the traceability and readability of wafers across the market and is one of the necessary steps in wafer manufacturing.
• The global demand for silicon wafers is increasing at a rapid pace, with a shortage of chips in various industries currently, such as automotive, which is expected to fuel the demand. According to data published by Semiconductor Equipment and Materials International, in 2020, the global silicon wafer demand stood at 12.41 billion square inches, which was 11.81 billion square inches during the previous year. Since the slump in demand and overall market demand fluctuation faced in 2019, the global market is expected to witness accelerated growth in the coming years, augmented by growing demand for electronics.
• A prominent share of the application of laser equipment is in semiconductor processing and PCB processing. This equipment is used for the removal process, bonding process, inspection, metrology, and reforming process; the use of lasers results in higher yields and throughput, reduces the risk of breakage/die quality, avoids particles with no residue, and is cost-effective. Nanosecond and Picosecond types of lasers are expected to command a prominent share of the market, followed by CO2, Femtosecond, and Excimer, in that order.
• Apart from the semiconductor industry, the application of laser equipment in the electronics manufacturing process is significant. Laser applications like micro-drilling where prominent vendors, such as IPG Photonics, have significant product offerings. With the proliferation of IoT, IIoT, and smart home solutions, the demand for lasers is expected to increase rapidly in the manufacturing process.
• With the reduced replacement rate of smartphones due to innovation and the growing push toward the adoption of 5G, the demand for smartphones and connected devices capable of 5G connectivity are expected to witness high demand over the coming years.
• According to Ericsson's June 2021 report, over 160 communications service providers launched 5G services, and over 300 5G smartphone models were announced or launched commercially; the report estimated half a billion 5G users across the world by the end of 2021. At the end of 2020, smartphone penetration among mobile phone subscriptions stood at 76%, with 6 billion smartphone subscriptions, and it is expected to reach 7.7 billion within the next four years, with smartphones reaching 88% penetration among mobile users.
• Such accelerated demand in electronics is expected to increase the demand for laser-based manufacturing and inspection equipment and impact the demand for semiconductor equipment.

North America is Expected to Hold Significant Share

• The market is expected to be dominated by North America due to technological improvements in various sectors, including manufacturing, aerospace, and automotive. Similarly, the site is home to several significant vendors, including IPG Photonics and Coherent Inc.
• Increasing product launches by companies in the North American region are expected to contribute to the region's growth. For instance, in August 2021, the ExactWeld IP polymer welding technology was introduced by Coherent. ExactWeld IP is a polymer welding method that generates enormous volumes of distortion- and particle-free welds. A Thermal Vision Check, an incorporated vision system for component identification or offset correction, and an automated laser power calibration module for improved process stability and consistency are all included in the system.
• Many businesses, particularly small and medium-sized enterprises (SMEs) and startups, have started raising large sums of money to create cutting-edge laser technological solutions. For instance, UAVenture Capital Fund, based in Tuscan and committed to the commercialization of discoveries, products, technologies, and services from the University of Arizona, invested in DeUVe Photonics Inc. to advance its technology, allowing the business to dominate emerging and established deep UV laser markets.
• In order to increase productivity and remain ahead of the competition, businesses are fusing current manufacturing processes with technical advancements in lasers and laser systems. For instance, in January 2020, TRUMPF Group acquired GLOphotonics, a French laser technology company focused on hollow-core fibers. The fiber enables more efficient and quick laser light transportation from the source to the intended location without compromising power.
• The business of fiber lasers is expected to grow due to the requirement for high-output power and compact power. The great dependability of fiber lasers is expected to propel the industrial laser industry in North America.

Industrial Laser System Market Competitor Analysis

The Industrial Laser Systems Market is highly competitive, owing to the presence of multiple vendors. The market appears to be moderately concentrated. It is home to some of the largest vendors as well as various smaller regional vendors operating and catering to their markets. Vendors in the market are prioritizing research, innovation, and product development as their growth strategy. Such developments enabled the companies to increase their presence in the space. As it is a highly capital-intensive market, the smaller revenue companies are subjected to higher barriers to exit and, in most cases, get acquired by high-revenue companies. Moderate firm concentration and the consolidated state of the market further intensify the competitive rivalry.

• January 2022 - TRUMPF established a partnership with Fraunhofer Institute for Laser Technology ILT, an Aachen-based manufacturer of cutting-edge laser beam sources and superior optical parts and systems. Through this partnership, it hopes to advance laser material deposition research and hasten the technology's introduction.
• March 2021 - II-VI Incorporated acquired Coherent Inc. in a USD 6.3 billion deal. II-VI will acquire all outstanding Coherent shares in a cash and stock transaction. Coherent Inc. is one of the world's leading providers of lasers, laser-based technologies, and laser-based system solutions.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Consumers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Intensity of Competitive Rivalry
  • 4.2.5 Threat of Substitute Products
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Enhanced Precision and Accuracy over Conventional Alternatives
  • 5.1.2 Miniaturization of Component Parts
• 5.2 Market Restraints
  • 5.2.1 Regulation Compliance Associated with Laser Usage

6 MARKET SEGMENTATION

• 6.1 By Type of Laser
  • 6.1.1 Fiber
  • 6.1.2 Solid-state
  • 6.1.3 CO2
  • 6.1.4 Other Types of Lasers
• 6.2 By Application
  • 6.2.1 Cutting
  • 6.2.2 Welding
  • 6.2.3 Marking
  • 6.2.4 Drilling
  • 6.2.5 Other Applications (Surface treatment, Additive manufacturing)
• 6.3 By End-user Industry 
  • 6.3.1 Semiconductor and Electronics
  • 6.3.2 Automotive
  • 6.3.3 Aerospace and Defense
  • 6.3.4 Medical
  • 6.3.5 Other End-user Industries
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 JENOPTIK AG
  • 7.1.2 Newport Corporation
  • 7.1.3 TRUMPF GmbH + Co. KG
  • 7.1.4 Coherent Inc.
  • 7.1.5 IPG Photonics Corporation
  • 7.1.6 ACSYS Lasertechnik US Inc.
  • 7.1.7 nLIGHT Inc.
  • 7.1.8 Han's Laser Technology Co. Ltd
  • 7.1.9 II-VI Incorporated

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET