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市场调查报告书
商品编码
1867522
掩模坯料:全球市场份额和排名、总收入和需求预测(2025-2031年)Mask Blanks - Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031 |
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2024年全球掩模坯市场规模预计为31.61亿美元,预计到2031年将成长至47.78亿美元,2025年至2031年的复合年增长率为6.1%。
本报告对近期关税调整和国际战略反制措施对口罩坯料跨境产业布局、资本配置模式、区域经济相互依存关係和供应链重组的影响进行了全面评估。
掩模坯主要由石英玻璃或钠钙玻璃基板构成,基板上涂覆有一层薄薄的铬或钼硅化物薄膜。掩模坯经电子束或雷射光束照射后,涂覆一层耐蚀刻的光敏抗蚀剂剂,从而形成电路图案。
全球主要企业包括信越微硅株式会社、HOYA株式会社、AGC株式会社、S&S Tech和ULCOAT。前五大厂商占据了超过90%的市场。依产品类型划分,低反射铬膜遮罩版是最大的细分市场,市占率约66%。依应用领域划分,半导体应用领域为最大的应用领域,市占率约55%。
市场主要驱动因素包括:
1. 半导体产业需求不断成长
・拓展下游应用
5G 和 AI主导:5G基地台、AI 晶片和汽车电子等领域对高性能半导体的需求激增,推动了采用 28nm 及以上製程技术的晶片生产的扩张。
向先进製程过渡:低于 28nm 的製程(例如 7nm 和 5nm)需要奈米级精度的掩模基板,由于合成石英基基板具有高透射率和低热膨胀係数,因此是最佳选择。
加速国内替代:国内企业(如菲律宾光电和鲁维光电)突破了技术壁垒,预计国内生产率将从 2018 年的不到 10% 上升到 2025 年的 30%,并在 2027 年超过 50%。
独立第三方掩模製造商的市占率正在扩大,晶圆厂成熟製程(28nm及以上)的外包比例已增加至47.3%。 2.显示面板产业正变得越来越复杂。
2. 萤幕尺寸增加的趋势
高世代生产线建设:随着第 8.6 代(例如,第 10.5 代)及以上面板生产线的增加,对大尺寸光掩模坯的需求不断增长,基板尺寸也从第 5 代的 1 米 x 1 米扩大到第 11 代的 3 米 x 3 米。
技术创新:AMOLED、LTPO 和 LTPS 等新型显示技术需要亚微米级精度的掩模基板,从而推动了对高阶基板的需求。
3. 技术进步与材料创新
合成石英基基板的优势
优异的性能:高纯度(杂质含量<10 ppb)、低热膨胀係数(<0.1 ppm/ 度C)和高穿透率(200 nm波长下>90%)使其适用于DUV/EUV微影术。
製程创新:国内製造商已将缺陷密度从每平方英吋 15 个缺陷降低到每平方英吋 5 个缺陷,达到第五代生产线的准入标准。
涂层製程改进
钼硅二元光屏蔽层(OMOG):由工业株式会社开发,该技术取代了传统的铬层,提高了稳定性和蚀刻性能,推动了对高端基板的需求。
适应 EUV 技术:反射掩模基板(由 Ken Kinoshita 等人获得专利)已适应极紫外光刻技术,并已成为 7 nm 以下製程的重要材料。
4. 政策支持与产业链联繫
促进国家政策
本地化目标:诸如「中国製造2025」之类的政策明确设定了2025年将半导体材料的本地化率提高到50%的目标。
资金支持:嘉兴联半导体已为该计划投资30亿元人民币,并建立了完整的光掩模材料供应链。
产业链整合
垂直整合:鲁维光电已建立从 G2.5 到 G11 的全代掩模生产能力,而 Phoebe 已实现从石英砂到基板的垂直整合。
设备在地化:新微电子公司交付了一台 90nm 节点直接成像曝光工具,降低了该公司对进口设备的依赖。
5. 市场竞争的变化
打破国际垄断
日韩公司占据主导地位:工业和东曹晶占据高端市场 50% 的份额,但国内公司正透过技术认证逐步进入市场(例如飞华的东京电子认证)。
6. 成本与供应链因素
优化原料成本
合成石英的规模化生产:飞华科技大规模生产 G8.5 代基板降低了单位价格,促进了高端基板价格的下降。
国产设备:国产微影术设备(例如Core Micro的90nm设备)具有显着的价格优势,并提高了掩模坯的生产效率。
光掩模坯市场的核心驱动因素包括半导体和显示面板产业需求的成长、合成石英等高端材料的技术突破、本土化政策和产业链整合,以及对5G/AI等新兴应用的技术适应。展望未来,随着EUV技术的普及和国内企业技术能力的提升,高端生产、本土化和规模扩张预计将同步推进。
本报告旨在透过按地区/国家、类型和应用进行分析,全面概述全球掩模坯市场,重点关注总销售量、收入、价格、市场份额和主要企业的排名。
掩模坯市场规模、估算和预测以销量(千平方公尺)和收入(百万美元)为单位呈现,以2024年为基准年,并包含2020年至2031年的历史数据和预测数据。我们运用定量和定性分析,帮助读者制定业务/成长策略,评估市场竞争,分析自身在当前市场中的地位,并就掩模坯做出明智的商业决策。
市场区隔
公司
按类型分類的细分市场
应用领域
按地区
The global market for Mask Blanks was estimated to be worth US$ 3161 million in 2024 and is forecast to a readjusted size of US$ 4778 million by 2031 with a CAGR of 6.1% during the forecast period 2025-2031.
This report provides a comprehensive assessment of recent tariff adjustments and international strategic countermeasures on Mask Blanks cross-border industrial footprints, capital allocation patterns, regional economic interdependencies, and supply chain reconfigurations.
Mask Blanks are the products which are formed from a chrome or molybdenum silicide based thin film on mainly quartz or soda-lime glass substrate. And they are coated by photosensitive resist materials which sensitive for electron or laser beam and resist for etching process to make circuit patterns.
Global key players of Mask Blanks include Shin-Etsu MicroSi, Inc., HOYA, AGC, S&S Tech and ULCOAT. The top five players hold a share over 90%. In terms of product, low reflectance chrome-film mask blanks are the largest segment, with a share about 66%. And in terms of application, the largest application is Semiconductor, with a share about 55%.
The main market drivers include the following:
1. Growing demand in the semiconductor industry
Expanding downstream applications
5G and AI-driven: Surges in demand for high-performance semiconductors in areas such as 5G base stations, AI chips, and automotive electronics are driving production growth for chips with process technology of 28nm and above.
Advanced process upgrades: Processes below 28nm (such as 7nm and 5nm) require mask substrates with precision down to the nanometer level, with synthetic quartz substrates becoming the preferred choice due to their high transmittance and low thermal expansion coefficient.
Accelerated domestic substitution: Domestic companies (such as Philihua and Luwei Optoelectronics) have broken through technological barriers, increasing the domestic production rate from less than 10% in 2018 to 30% in 2025, and projected to exceed 50% in 2027.
Independent third-party mask manufacturers are expanding their market share, and wafer fabs are increasing the proportion of outsourced manufacturing for mature processes (above 28nm) to 47.3%. 2. Display Panel Industry Upgrade
2.Large-Screen Trend
High-Generation Line Construction: The increase in panel production lines for Generation 8.6 and above (such as Generation 10.5) is driving demand for large photomask blanks, with substrate sizes expanding from 1mX1m in Generation 5 to 3mX3m in Generation 11.
Technological Iteration: New display technologies such as AMOLED/LTPO/LTPS require submicron precision for mask substrates, driving demand for high-end substrates.
3. Technological Advancement and Material Innovation
Advantages of Synthetic Quartz Substrates
Excellent Performance: High purity (impurity content <10ppb), low thermal expansion coefficient (<0.1ppm/°C), and transmittance (>90% at 200nm wavelength), making them suitable for DUV/EUV lithography.
Process Breakthrough: Domestic companies have reduced defect density from 15 defects per square inch to 5 defects per square inch, meeting the entry standard for Generation 5 lines.
Coating Process Improvements
Molybdenum-silicon binary light shielding layer (OMOG): Shin-Etsu Chemical has developed an alternative to the traditional chromium layer, improving stability and etching performance, driving demand for high-end substrates.
EUV Technology Adaptation: Reflective mask substrates (such as those patented by Ken Kinoshita) are adapted for extreme ultraviolet lithography, becoming a key material for processes below 7nm.
4. Policy Support and Industry Chain Collaboration
National Policy Promotion
Localization Target: "Made in China 2025" and other policies clearly define increasing the localization rate of semiconductor materials, with a target of 50% by 2025.
Financial Support: Jiaxing Lien Semiconductor invested 3 billion yuan in the project, establishing a complete supply chain for photomask materials.
Industry Chain Integration
Vertical Integration: Luwei Optoelectronics has established full-generation mask production capacity from G2.5 to G11, and Philihua has achieved vertical integration from quartz sand to substrates.
Equipment Localization: Xinji Micro-Equipment has delivered 90nm node direct-write lithography equipment, reducing dependence on imported equipment.
5. Changing Market Competition Landscape
Breaking International Monopoly
Dominated by Japanese and Korean Companies: Shin-Etsu Chemical and Tosoh Quartz Crystal hold a 50% share of the high-end market, but domestic companies are gradually penetrating through technical certifications (e.g., Philihua's Tokyo Electron certification).
6. Cost and Supply Chain Factors
Raw Material Cost Optimization
Scale-up of Synthetic Quartz: Philihua's G8.5-generation substrate mass production has reduced unit costs, driving down prices for high-end substrates.
Equipment Localization: Domestic photolithography equipment (e.g., Core Micro's 90nm equipment) offers significant price advantages, improving mask blank production efficiency.
The core drivers of the Mask Blanks market include: escalating demand from the semiconductor and display panel industries, technological breakthroughs in high-end materials like synthetic quartz, localization policies and industry chain integration, and technological adaptation to emerging applications such as 5G/AI. In the future, with the widespread adoption of EUV technology and the improvement of domestic companies' technological capabilities, the market will exhibit a parallel trend of high-end production, localization, and scale.
This report aims to provide a comprehensive presentation of the global market for Mask Blanks, focusing on the total sales volume, sales revenue, price, key companies market share and ranking, together with an analysis of Mask Blanks by region & country, by Type, and by Application.
The Mask Blanks market size, estimations, and forecasts are provided in terms of sales volume (K Sqm) and sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Mask Blanks.
Market Segmentation
By Company
Segment by Type
Segment by Application
By Region
Chapter Outline
Chapter 1: Introduces the report scope of the report, global total market size (value, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 2: Detailed analysis of Mask Blanks manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 5: Sales, revenue of Mask Blanks in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 6: Sales, revenue of Mask Blanks in country level. It provides sigmate data by Type, and by Application for each country/region.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.