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市场调查报告书
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半导体微影术设备：市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

Semiconductor Lithography Equipment - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 123 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年半导体微影术设备市场规模将达到 284.3 亿美元，到 2030 年将达到 405.9 亿美元，预测期内（2025-2030 年）的复合年增长率为 7.38%。

半导体光刻设备市场-IMG1

关键亮点

  • 预计半导体微影术设备市场将随着半导体设备製造规模的扩大而成长，半导体设备广泛应用于几乎所有领域，包括家用电子电器、汽车等。智慧型设备的采用正在上升，随着 5G 连接和采用在全球范围内的普及，预计智慧型设备的采用将会成长。根据GSMA预测，到2025年，5G行动宽频连线数预计将达到11亿，5G普及率预计将覆盖全球34%的人口。
  • 超过 50% 的半导体製造（製造）成本来自设备和工具。推动半导体製造流程进步的工具之一是光刻技术。半导体製造的多个方面都依赖微影术设备。从技术面来看，产量比率和缺陷就是两个这样的例子。这就是半导体製造业非常关注采用哪种微影术技术的主要原因。
  • 随着半导体产品变得越来越复杂，它们遇到的缺陷类型也变得越来越复杂。但微影术设备才是支撑这复杂过程的关键。随着半导体製造商专注于下一代先进技术节点，无错误微影术设备变得更加重要。
  • 此外，随着 5G 和物联网连接设备的出现，製造业最近经历了显着增长，预计这将促进无线控制等各种工业 4.0 应用所需的连接。这对于移动工具、机器和机器人来说尤其重要，它们可以在预测期内促进市场成长。
  • 一些工业公司正致力于为广泛的应用提供新的微影术系统。例如，2022年3月，尼康公司宣布将推出新型第8代平板FPD微影术系统，以支援生产用于高阶显示器、大型电视和智慧型装置等高附加价值高阶显示器的各种高画质面板。
  • 半导体产业是最复杂的产业之一，有超过 500 个製造和测试工序。因此，根据製造过程的复杂程度，仅半导体晶圆的完整製造和测试就涉及大约 1,400 个步骤。如此复杂的过程对市场的成长构成了重大障碍。

半导体微影术设备市场趋势

深紫外光微影术（DUV）将主导市场占有率

  • 深紫外光微影术（DUV）是一种光学投影微影术技术，其中光罩上的图案透过4倍或5倍光学系统投射到晶圆表面。这种光刻技术所用的波长是248nm或193nm。这种微影术是一种高速微影术技术，非常适合 22mm x 22mm 以下分立元件的大面积母版製作，这是 DUV 工具的典型晶圆级曝光场尺寸。
  • DUV微影术是领先的下一代微影术技术之一。该技术具有成本效益，并能提供更高的解析度。采用 DUV微影术主要是因为特征尺寸越来越小。微影术用于将定义积体电路 (IC) 的复杂图案印製到半导体晶片上。
  • DUV微影技术使得实现低功耗轻量化电子晶片变得更加容易。该平台提供更高的功率分辨率并且具有成本效益。这些结构共同构成一个积体电路 (IC)，即晶片。半导体产业对更高效微晶片的追求意味着晶片製造商需要研究晶片上的更多结构，使其更快、更有效率，同时降低製造成本。预计这将在预测期内促进市场成长。
  • ASML 表示，向 EUV 的过渡可能会进一步刺激对 DUV 的需求。晶片製造商在晶片製造的早期阶段部署 EUV，以应用电晶体等微小结构、最小的通孔（将源极、闸极和汲极连接到复杂互连层的接点）以及某些情况下的连接层。
  • 根据WSTS统计，2024年1月欧洲半导体销售额达44.2亿美元，较2023年1月的44.8亿美元略有下降。如果将整个市场考虑在内，2024年1月全球半导体销售额将达到476.3亿美元。
  • 预计这一市场发展以及政府促进半导体生产的措施将在预测期内推动市场成长。

美国占很大份额

  • 美国拥有强大的半导体研发能力，正大力投资扩大其半导体製造能力，并正迅速采用先进技术。
  • 此外，美国对半导体的需求也在增加。例如，2021 年 9 月世界半导体贸易统计 (WSTS) 显示，2021 年半导体产业销售额将大幅成长至 5,270 亿美元，较 2020 年的预测上调，这主要归因于 2020 年整个市场需求强劲成长。 WSTS 预测 2022 年全球销售额将达到 5,730 亿美元。
  • 此外，根据国际半导体设备与材料协会的数据，截至 2022 年 4 月，北美半导体设备支出达到 2021 年的 76.1 亿美元，而 2020 年为 65.3 亿美元。
  • 半导体产业组织也表示，美国半导体产业在晶片设计领域处于领先地位。美国无厂半导体公司约占全球无厂半导体公司销售额的 60%，而安排这些业务的一些最大的 IDM 也是美国公司。
  • 根据美国半导体产业现状，运作在半导体晶片上的连网型设备（IoT：物联网）在 2019 年的收入为 226 亿美元，预计到 2025 年将达到 750 亿美元。半导体也是 3D 列印、机器学习和人工智慧 (AI) 等创新的基础，这些创新可以增强医疗保健、降低建筑成本、加强我们的粮食供应并推动科学进步。预计该地区对半导体的强劲需求将在预测期内推动半导体微影术设备的采用。
  • 此外，2022年9月，拜登政府宣布将投资500亿美元发展国内半导体产业，以抵销对中国的依赖，因为美国目前生产的世界最先进晶片为零，而消费量仅为25%，而这些晶片对于国家安全至关重要。 2022 年 8 月，总统拜登签署了价值 2800 亿美元的《晶片法案》，旨在促进国内高科技製造业的发展，加强美国与中国的竞争。该地区对半导体领域的如此强劲的投资预计将为研究市场的成长提供有利的机会。

半导体微影术设备产业概况

市场集中在少数几家供应商手中，包括 ASML、Veeco 和尼康。半导体製造的主要设备基本上被美国、日本企业垄断。不断加强的整合、技术进步和地缘政治局势正在推动研究市场的波动。此外，随着垂直整合的进展，考虑到根据收益进行投资的能力，预计市场竞争将继续加剧。

  • 2022 年 9 月－佳能公司宣布推出半导体曝光设备解决方案平台「Lithography Plus1」。我们将佳能50多年支援半导体光刻设备的经验和大量资料融入系统中，最大限度地提高支援效率，并提案和实施最佳的系统流程。
  • 2022 年 6 月－三星和 ASML 同意合作开发高 NA（高数值孔径）EUV微影术设备。新一代高NA EUV微影术设备能够创造比传统EUV微影术设备更精细的电路。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 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
    • 买家的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 半导体微影术设备技术蓝图
  • 宏观经济趋势如何影响市场

第五章市场动态

  • 市场驱动因素
    • 电动车和先进移动设备对小型化和高性能的需求不断增加
    • 专业设备供应商不断创新，提供新的微影术工具
  • 市场限制
    • 製造过程中图案复杂性的挑战

第六章市场区隔

  • 类型
    • 深紫外光微影术（DUV）
    • 极紫外光微影术（EUV）
  • 应用
    • 先进封装
    • MEMS元件
    • LED 设备
  • 地区
    • 北美洲
    • 欧洲
    • 亚洲
    • 澳洲和纽西兰
    • 拉丁美洲
    • 中东和非洲

第七章竞争格局

  • 公司简介
    • Canon Inc.
    • Nikon Corporation
    • ASML Holding NV
    • Veeco Instruments Inc.
    • SUSS MicroTec SE
    • Shanghai Micro Electronics Equipment（Group）Co. Ltd
    • EV Group（EVG）
    • JEOL Ltd
    • Onto Innovation（Rudolph Technologies Inc.）
    • Neutronix Quintel Inc.（NXQ）
  • 供应商市场占有率分析

第八章投资分析

第九章：市场的未来

简介目录
Product Code: 71419

The Semiconductor Lithography Equipment Market size is estimated at USD 28.43 billion in 2025, and is expected to reach USD 40.59 billion by 2030, at a CAGR of 7.38% during the forecast period (2025-2030).

Semiconductor Lithography Equipment - Market - IMG1

Key Highlights

  • The semiconductor lithography equipment market is expected to grow with the growing manufacturing of semiconductor devices that are widely used in nearly all sectors including consumer electronics, automotive, and many others. Smart device adoption is increasing and is expected to grow as 5G connections and adoption spread over the globe. As per GSMA, 5G mobile broadband connections are expected to reach 1,100 million by 2025, with the 5G rollout expected to cover 34 percent of the world's population by 2025.
  • More than 50 percent of the semiconductor FAB (fabrication) cost is due to equipment and tools. One piece of equipment that drives the semiconductor fabrication process forward is lithography. There are several aspects of semiconductor fabrication that has driven by lithography equipment. Yield and defect are two such examples from the technical point of view. It is the primary reason why semiconductor fabrication focuses a lot on which type of lithography technology to deploy.
  • With the rising complexity in semiconductor products, the types of defects are also getting complex. However, lithography equipment is supposed to handle the complex process. With semiconductor manufacturers focusing on next-gen advanced technology nodes, the importance of error-free lithography equipment is significantly increasing further.
  • Moreover, manufacturing businesses are are lately growing at a signficant rate with the advent of 5G and emergence of IoT connected devices, which is anticipated to facilitate the connection required for various Industry 4.0 applications, such as wireless control. This is especially essential for mobile tools, machines, and robots that can aid market growth during the forecast period.
  • Several industry players are focusing on offering new lithography systems to serve a wide range of applications. For instance, in March 2022, Nikon Corporation announced to launch new Gen 8 plate FPD lithography system to support the production of various high-definition panels for value-added premium displays, such as high-end monitors, large TVs, and smart devices.
  • The semiconductor industry is considered as one of the most complex industries, not only owing to the presence of more than 500 processing steps involved in the manufacturing and inspection and various products but also due to the harsh environment it goes through, e.g., the volatile electronic market and the unpredictable demand. Therefore, depending on the intricacy of the manufacturing process, there are about 1,400 process steps in the complete manufacturing and inspection of semiconductor wafers alone. Such a complex process poses a notable hurdle to the market's growth.

Semiconductor Lithography Equipment Market Trends

Deep Ultraviolet Lithography (DUV) to Hold Major Market Share

  • Deep UV lithography (DUV) is an optical projection lithography technique where the pattern on the mask is projected to the wafer surface through a 4X or 5X optical system. The wavelengths used for this type of lithography are 248 nm or 193 nm. This lithography is a high-speed lithographic technology ideal for large-area masters of discrete components that are not bigger than 22 mm x 22 mm, the typical wafer-level exposure field size of a DUV tool.
  • The DUV lithography type is one of the leading lithography technologies of the next generation. The technology is cost-effective and has increased resolving power. The adoption of DUV lithography is driven primarily by the miniaturization trend. Lithography is used for printing complex patterns that characterize integrated circuits (ICs) on semiconductor wafers.
  • Using DUV lithography, lightweight electronic chips with lower power demands are easy to achieve. The platform features enhanced power resolution and is cost-effective. These structures together form an IC, which is known as a chip. The semiconductor industry's search for even more efficient microchips means chipmakers have to study more structures onto a chip, making the chip faster and more efficient while also reducing production costs. This is expected to boost the market's growth over the forecast period.
  • According to ASML, a transition to EUV may only boost demand for DUV. Chip manufacturers deploy EUV in the early stages of chip fabrication to apply the minor structures: transistors, smallest vias (the contacts that connect the source, gate, and drain to the complex interconnect layers), and possibly the connecting layer.
  • According to WSTS, Semiconductor sales in Europe reached 4.42 billion USD in January 2024, a slight decrease from the 4.48 billion USD reported in January 2023. Global semiconductor sales hit 47.63 billion U.S. dollars in January 2024 when considering the overall market.
  • Such developments by the major vendors, along with the initiatives taken by the government to boost their semiconductor production, are expected to drive market growth over the forecast period.

United States to Witness Significant Share

  • The United States boasts robust semiconductor R&D capabilities, significant investments catering to the expansion of semiconductor manufacturing capabilities, and rapid adoption of advanced technologies.
  • Further, the United States is witnessing an increasing demand for semiconductors. For instance, in September 2021, according to the world semiconductor trade statistics (WSTS), semiconductor industry sales increased significantly to USD 527 billion in 2021, an upward revision from the 2020 forecast for 2021 due mainly to the strong demand growth in the overall market 2020. In 2022, WSTS forecasted global sales totaled to USD 573 billion.
  • Additionally, in April 2022, according to Semiconductor Equipment and Materials International, North America's spending on semiconductor equipment reached USD 7.61 billion in 2021 compared to 2020, which was USD 6.53 billion.
  • Also, the semiconductor industry association stated that the US semiconductor industry is a leader in chip design. The United States fabless firms account for roughly 60 percent of all global fabless firm sales, and some of the largest IDMs, which make their arrangement, are also US firms.
  • According to the state of the US semiconductors industry, the connected devices that run on semiconductor chips (i.e., the Internet of Things (IoT)) registered USD 22.6 billion in 2019 and are expected to reach USD 75 billion by 2025. Semiconductors are also fundamental to innovations, such as 3D printing, machine learning, and artificial intelligence (AI) that enhance healthcare, reduce building costs, strengthen food supply, and enable advancements in science. The region's robust semiconductor demand is likely to boost the adoption of semiconductor lithography equipment during the forecast period.
  • Additionally, in September 2022, the Biden administration announced that it would invest USD 50 billion in building up the domestic semiconductor industry to counter dependency on China, as the US produces zero and consumes 25 percent of the world's leading-edge chips vital for its national security. President Joe Biden signed a USD 280 billion CHIPS bill in August 2022 to boost domestic high-tech manufacturing, part of his administration's push to boost US competitiveness over China. Such robust investments in the semiconductor sector in the region would offer lucrative opportunities for the growth of the studied market.

Semiconductor Lithography Equipment Industry Overview

The market is concentrated due to a few vendors such as ASML, Veeco, and Nikon occupying the majority market share. The key equipment for semiconductor manufacturing is basically monopolized by American and Japanese companies. With growing consolidation and technological advancement, and geopolitical scenarios, the studied market is witnessing fluctuation. In addition, with increasing vertical integration, the intensity of competition in the studied market is expected to continue to rise, considering their ability to invest, which results from their revenues.

  • September 2022 - Canon Inc. launched the "Lithography Plus1" solution platform for semiconductor lithography systems. Canon's more than 50 years of experience in semiconductor lithography system support and the company's vast wealth of data are incorporated into the system to maximize support efficiency and propose and implement optimized system processes.
  • June 2022 - Samsung and ASML have agreed to collaborate on developing High-NA (high numerical aperture) EUV Lithography equipment, which will be available next year. Compared to older EUV Lithography equipment, the next-generation High-NA EUV Lithography equipment can engrave finer circuits.

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 Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Semiconductor Lithography Equipment Technology Roadmap
  • 4.4 The impact of macroeconomic trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Miniaturization and Extra Functionality by Electric Vehicles and Advanced Mobile Devices
    • 5.1.2 Growing Innovation by Specialist Equipment Vendors offering Brand New Lithography Tools
  • 5.2 Market Restraints
    • 5.2.1 Challenges Regarding Complexity of Pattern in Manufacturing Process

6 MARKET SEGMENTATION

  • 6.1 Type
    • 6.1.1 Deep Ultraviolet Lithography (DUV)
    • 6.1.2 Extreme Ultraviolet Lithography (EUV)
  • 6.2 Application
    • 6.2.1 Advanced Packaging
    • 6.2.2 MEMS Devices
    • 6.2.3 LED Devices
  • 6.3 Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Canon Inc.
    • 7.1.2 Nikon Corporation
    • 7.1.3 ASML Holding NV
    • 7.1.4 Veeco Instruments Inc.
    • 7.1.5 SUSS MicroTec SE
    • 7.1.6 Shanghai Micro Electronics Equipment (Group) Co. Ltd
    • 7.1.7 EV Group (EVG)
    • 7.1.8 JEOL Ltd
    • 7.1.9 Onto Innovation (Rudolph Technologies Inc.)
    • 7.1.10 Neutronix Quintel Inc. (NXQ)
  • 7.2 Vendor Market Share Analysis

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET