市场调查报告书
商品编码
1558328
2030 年 SOC(旋涂碳)市场预测:按材料类型、技术、应用、最终用户和地区进行的全球分析Spin on Carbon Market Forecasts to 2030 - Global Analysis By Material Type (Hot-Temperature Spin on Carbon and Normal-Temperature Spin on Carbon), Technology (Photolithography, Deposition, Etching and Etching), Application, End User and Geography |
根据 Stratistics MRC 的数据,2024 年全球 SOC(旋涂碳)市场规模将达到 2.5 亿美元,预计到 2030 年将达到 11.4 亿美元,在预测期内复合年增长率为 28.4%。
旋涂碳(SOC)是一种在半导体製造中用作微影术和蚀刻製程中的牺牲层的特殊材料。 SOC 以液体形式涂布在晶圆上并旋转形成均匀的碳层,作为保护或绝缘屏障。 SOC 在先进节点中至关重要,可在储存装置、逻辑元件、3D NAND 中建立精细图案,并实现更小、更有效率的半导体元件的精确蚀刻和沈积。
根据半导体产业协会(SIA)统计,2024年第二季全球半导体产业销售额为1,499亿美元,较2023年第二季成长18.3%,较2024年第一季成长6.5%。
半导体产业需求增加
半导体产业的快速成长和不断发展正在推动对 SOC(旋涂碳)材料的需求。这些材料在尖端半导体製造製程中发挥关键作用,尤其是微影製程和蚀刻。随着晶片製造商努力开发更小、更有效率的装置,旋涂碳 (SOC) 提高图案转移精度和改善整体装置性能的能力变得越来越有价值。半导体製造商不断增长的需求是推动 SOC(旋涂碳)市场向前发展的关键因素。
应用复杂性
旋涂碳(SOC)材料在半导体製造的应用需要精确的控制和专业知识。此製程涉及涂覆、烘烤、蚀刻等复杂步骤,需要专门的设备和熟练的技术人员。涂布错误可能会导致最终产品出现缺陷并降低产量比率。这种复杂性对采用造成了障碍,特别是对于小型製造商或那些希望过渡到先进製程的製造商,并且是限制市场成长的一个因素。
先进半导体製程的研究与开发
先进半导体製程的研发进展代表着 SOC(旋涂碳)市场的重大机会。随着产业朝向更小的节点尺寸和更复杂的 3D架构发展,对能够应对这些挑战的创新材料的需求不断增长。 SOC(旋涂碳)材料可以很好地满足这些需求,提供改进图案转移、耐蚀刻性和整体装置性能的潜力。这为市场相关人员提供了开发新配方和应用并扩大产品系列和市场范围的机会。
原物料价格不稳定
旋装碳市场面临原料价格波动的威胁。这些材料的生产通常依赖专门的化学前体,价格可能会因多种因素而波动,包括供应链中断、地缘政治事件和产能变化。这些价格变化可能会影响製造商的利润率并导致终端用户的成本更高。这种原材料成本的不确定性可能会威胁市场稳定并降低采用率。
COVID-19 大流行最初扰乱了半导体供应链,并影响了 SOC(旋涂碳)市场。然而,由于远距工作和数位转型,对电子设备的需求增加加速了半导体生产,进而推动了 SOC(旋涂碳)市场。此次疫情也凸显了国内半导体製造能力的重要性,这可能会推动各地区的长期成长。
常温SOC(旋涂碳)领域预计将在预测期内成为最大的领域
常温SOC(旋涂碳)领域由于其多功能性且易于整合到现有半导体製造流程中,可能会主导市场。这些材料在性能和成本效率之间取得了良好的平衡,使其适合半导体产业的广泛应用。它对于大批量生产特别有吸引力,因为它可以在标准加工温度下提供出色的耐蚀刻性和图案转移精度。随着半导体产业的不断发展,对这些材料的需求预计将成长并增强其市场主导地位。
预计整合集成设备製造商 (IDM) 领域的复合年增长率将在预测期内达到最高。
由于多种因素,整合设备製造商 (IDM) 领域预计将呈现最高成长率。 IDM 自行设计、製造和销售半导体晶片,越来越多地采用先进的製造流程来保持竞争力。因此,对SOC(旋涂碳)等高性能材料的需求不断增加。此外,与其他领域相比,IDM 通常拥有快速引入新材料和製程的资源和专业知识。随着 IDM 不断突破半导体技术的界限,SOC(旋涂碳)材料的采用预计将加速并为市场成长做出重大贡献。
由于亚太地区在半导体製造领域的强大影响力,预计亚太地区将主导 SOC(旋涂碳)市场。台湾、韩国和中国等国家/地区是主要半导体代工厂和 IDM 的所在地,推动了对先进材料的巨大需求。该地区半导体基础设施的持续投资和产能扩张正在进一步推动市场成长。此外,中国和印度等国政府为增加国内半导体产能所做的努力可能有助于巩固该地区的市场主导地位。
预计亚太地区的 SOC(旋涂碳)市场也将呈现最高的成长率。这种快速成长是由该地区不断扩大的半导体行业、先进製造流程的采用增加以及对电子设备的需求不断增长所推动的。全球半导体製造向亚洲的转移,加上对最先进工厂和研发中心的持续投资,正在为市场扩张创造肥沃的土壤。此外,5G、人工智慧和物联网等新兴技术也越来越受到该地区的关注,预计将进一步增加对包括SOC(旋涂碳)在内的先进半导体材料的需求。
According to Stratistics MRC, the Global Spin on Carbon Market is accounted for $0.25 billion in 2024 and is expected to reach $1.14 billion by 2030, growing at a CAGR of 28.4% during the forecast period. Spin on Carbon (SOC) is a specialized material used in semiconductor manufacturing as a sacrificial layer during photolithography and etching processes. It is applied as a liquid and spun onto the wafer to form a uniform carbon layer, which acts as a protective or insulating barrier. SOC is essential in advanced nodes for creating fine patterns in memory devices, logic devices, and 3D NAND, enabling precise etching and deposition for smaller, more efficient semiconductor components.
According to the Semiconductor Industry Association (SIA), global semiconductor industry sales totaled $149.9 billion during the second quarter of 2024, an increase of 18.3% compared to the second quarter of 2023 and 6.5% more than the first quarter of 2024.
Increasing demand in semiconductor industry
The semiconductor industry's rapid growth and constant evolution are driving the demand for spin on carbon materials. These materials play a crucial role in advanced semiconductor manufacturing processes, particularly in photolithography and etching. As chip manufacturers strive for smaller, more efficient devices, spin on carbon's ability to enhance pattern transfer accuracy and improve overall device performance becomes increasingly valuable. This growing demand from semiconductor manufacturers is a key factor propelling the spin on carbon market forward.
Complexity in application
The application of spin on carbon materials in semiconductor manufacturing requires precise control and expertise. The process involves complex steps such as coating, baking, and etching, which demand specialized equipment and skilled technicians. Any errors in application can lead to defects in the final product, potentially causing yield losses. This complexity can be a barrier to adoption, especially for smaller manufacturers or those transitioning to advanced processes, thus restraining market growth.
R&D in advanced semiconductor processes
Ongoing research and development in advanced semiconductor processes present significant opportunities for the spin on carbon market. As the industry moves towards smaller node sizes and more complex 3D architectures, there is a growing need for innovative materials that can meet these challenges. Spin on carbon materials are well-positioned to address these needs, offering potential improvements in pattern transfer, etch resistance, and overall device performance. This creates opportunities for market players to develop new formulations and applications, expanding their product portfolios and market reach.
Volatile raw material prices
The spin on carbon market faces a threat from volatile raw material prices. The production of these materials often relies on specialized chemical precursors, which can be subject to price fluctuations due to various factors such as supply chain disruptions, geopolitical events, or changes in production capacities. These price volatilities can impact manufacturers' profit margins and potentially lead to increased costs for end-users. This uncertainty in raw material costs poses a threat to market stability and could potentially slow down adoption rates.
The COVID-19 pandemic initially disrupted semiconductor supply chains, impacting the spin on carbon market. However, increased demand for electronic devices due to remote work and digital transformation accelerated semiconductor production, subsequently boosting the spin on carbon market. The pandemic also highlighted the importance of domestic semiconductor manufacturing capabilities, potentially driving long-term growth in various regions.
The normal-temperature spin on carbon segment is expected to be the largest during the forecast period
The normal-temperature spin on carbon segment is likely to dominate the market due to their versatility and ease of integration into existing semiconductor manufacturing processes. These materials offer a good balance of performance and cost-effectiveness, making them suitable for a wide range of applications in the semiconductor industry. Their ability to provide excellent etch resistance and pattern transfer accuracy at standard processing temperatures makes them particularly attractive for high-volume manufacturing. As the semiconductor industry continues to evolve, the demand for these materials is expected to grow, driving their market dominance.
The integrated device manufacturers (IDMs) segment is expected to have the highest CAGR during the forecast period
The integrated device manufacturers (IDMs) segment is projected to witness the highest growth rate due to several factors. IDMs, which design, manufacture, and sell their own semiconductor chips, are increasingly adopting advanced manufacturing processes to maintain competitiveness. This drives their demand for high-performance materials like spin on carbon. Additionally, IDMs often have the resources and expertise to implement new materials and processes more quickly than other segments. As IDMs continue to push the boundaries of semiconductor technology, their adoption of spin on carbon materials is expected to accelerate, contributing significantly to market growth.
Asia Pacific region is expected to dominate the spin on carbon market due to its strong presence in semiconductor manufacturing. Countries like Taiwan, South Korea, and China are home to major semiconductor foundries and IDMs, driving significant demand for advanced materials. The region's continued investment in semiconductor infrastructure and capacity expansion further supports market growth. Additionally, government initiatives to boost domestic semiconductor capabilities in countries like China and India are likely to contribute to the region's market dominance.
Asia Pacific region is also anticipated to witness the highest growth rate in the spin on carbon market. This rapid growth is fueled by the region's expanding semiconductor industry, increasing adoption of advanced manufacturing processes, and rising demand for electronic devices. The shift of global semiconductor manufacturing towards Asia, coupled with ongoing investments in cutting-edge fabs and R&D centers, creates a fertile ground for market expansion. Moreover, the growing focus on emerging technologies like 5G, AI, and IoT in the region is expected to drive further demand for advanced semiconductor materials, including spin on carbon.
Key players in the market
Some of the key players in Spin on Carbon Market include Shell, Amazon, Deutsche Telekom, Samsung, Google, South Pole Group, 3Degrees, Finite Carbon, EKI Energy Services Ltd, IETA, Merck KGaA, Shin-Etsu Chemical Co., Brewer Science, Inc., JSR Micro, Inc., Nano-C, DNF Co., Ltd., DGB Group, and NativeEnergy.
In February 2023, Merck expanded its presence in Kaohsiung, Taiwan, with a new production facility for its semiconductor solutions business. This expansion could potentially impact their involvement in spin-on carbon materials, which are used in semiconductor manufacturing.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.