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市场调查报告书
商品编码
1943615
稀有气体市场 - 全球产业规模、份额、趋势、机会及预测(按类型、应用、运输方式、地区和竞争格局划分,2021-2031年)Rare Gas Market - Global Industry Size, Share, Trends, Opportunity and Forecast, Segmented By Type, By Application, By Mode of Transport, By Region & Competition, 2021-2031F |
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全球稀有气体市场预计将从 2025 年的 45.1 亿美元成长到 2031 年的 68.9 亿美元,复合年增长率为 7.32%。
该市场涵盖氦、氖、氩、氪和氙等化学惰性稀有气体的商业性提取和分销。半导体产业的快速发展是推动该产业成长的主要动力,因为这些气体是晶圆製造的必需品。此外,医疗领域对这些气体的需求也十分旺盛,它们被用于磁振核磁共振造影系统的低温冷却。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 45.1亿美元 |
| 市场规模:2031年 | 68.9亿美元 |
| 复合年增长率:2026-2031年 | 7.32% |
| 成长最快的细分市场 | 製造业 |
| 最大的市场 | 北美洲 |
然而,由于主要生产地区的地缘政治不稳定,供应链波动可能导致供不应求和价格波动,从而为市场带来潜在障碍。为了了解该产业的经济规模,欧洲工业气体协会 (EIGA) 的一份报告预测,到 2024 年,全球工业气体市场规模将达到 869 亿欧元,并强调支持特种惰性气体产业所需的大规模基础设施。
人工智慧和5G技术的持续成长推动了全球半导体製造业的发展,也成为稀有气体市场的主要驱动力。高纯度稀有气体是现代光刻和晶圆製造的关键要素。氖气是晶片图形化准分子雷射的必需气体,而氦气则确保了高通量设备所需的冷却。随着行业向更先进的工艺节点迈进,对稀有气体的需求还在不断增长。 SEMI发布的《2024年全球晶圆厂预测》反映了这一趋势,预测全球半导体年产能将增长6%,而要维持这一增长速度,就需要增加稀有气体的采购量,以支持主要製造地的运作。
同时,航太领域正受惠于卫星发射数量的激增和电气推进系统日益广泛的应用,从而创造强劲的收入来源。这些系统依赖氙和氪这两种重稀有气体,它们因其高储存密度和高电离效率而成为霍尔效应推进器的理想选择,而这些特性对于维持近地轨道至关重要。根据卫星工业协会2024年6月发布的报告,2023年商业卫星发射数量创下历史新高,达到2781颗,推动了推进气体的消耗。为了满足这项需求,林德公司公布其2023年全年销售额为329亿美元,显示全球稀有气体分销领域获得了巨大的资本投入。
地缘政治不稳定是全球稀有气体市场面临的主要阻碍因素,因为它会导致供应链显着波动,并带来阻碍稳定商业性成长的营运风险。关键生产区域的中断会限制氖气和氪气等重要稀有气体的供应,导致价格突然上涨和物流挑战。这使得供应商难以按时交货,并给医疗和半导体行业的关键终端用户造成预算不确定性。这导致采购延迟和低效率的库存积压,从而扰乱供需平衡,阻碍内部成长。
半导体产业在晶圆製造中对这些材料的深度依赖,进一步加剧了这个问题的严重性。根据SEMI发布的2024年数据,全球晶圆製造材料收入预计将达到429亿美元,凸显了这项依赖稳定供应惰性气体等前驱体材料的产业规模之庞大。供应链的波动威胁着这个价值数十亿美元的生态系统,难以确保材料的稳定供应。这种不确定性阻碍了基础设施投资和长期供应合约的签订,最终限制了市场的整体扩张潜力。
半导体製造工厂正越来越多地采用闭合迴路回收系统,将其作为稳定供应链和控制采购成本波动的关键策略。此方法从设备废气流中回收和纯化氦气、氖气等稀有气体,并在不排放下重复使用。这使得製造商能够减少对外部市场波动的依赖。作为此方法有效性的案例研究,SK海力士于2024年4月宣布,已开发出一套氖气回收率高达72.7%的回收系统,显着降低了半导体製造对进口氖气的依赖。
同时,半导体产业正日益推进供应链区域化,主要工业气体供应商纷纷在靠近终端用户的地方建设基础设施,以降低地缘政治风险。这种在地化策略旨在透过建立关键材料的国内生产能力,保护半导体生态系统免受物流瓶颈和贸易限制的影响。例如,液化空气集团于2024年6月宣布投资超过2.5亿美元,在爱达荷州建造一座先进的工业气体工厂,以支援国内记忆体晶片製造。
The Global Rare Gas Market is projected to expand from USD 4.51 billion in 2025 to USD 6.89 billion by 2031, registering a CAGR of 7.32%. This market encompasses the commercial extraction and distribution of chemically inert noble gases, including helium, neon, argon, krypton, and xenon. The industry's trajectory is largely fueled by the booming semiconductor sector, where these gases are vital for wafer fabrication, alongside enduring demand from the healthcare field for cryogenic cooling in MRI machines.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 4.51 Billion |
| Market Size 2031 | USD 6.89 Billion |
| CAGR 2026-2031 | 7.32% |
| Fastest Growing Segment | Manufacturing |
| Largest Market | North America |
However, the market faces potential obstacles due to supply chain volatility caused by geopolitical instability in primary production zones, leading to scarcity and erratic pricing. To understand the sector's economic scope, the European Industrial Gases Association reported that the global industrial gas market was valued at €86.9 billion in 2024, highlighting the massive infrastructure that underpins the specialized rare gas segment.
Market Driver
The relentless growth of global semiconductor manufacturing, driven by AI and 5G technologies, acts as the main engine for the rare gas market, with high-purity noble gases being essential for modern lithography and wafer fabrication. Neon is indispensable for the excimer lasers used in chip patterning, while helium ensures necessary cooling for high-throughput tools, with demand intensifying as the industry moves toward advanced nodes. Reflecting this trend, SEMI's 'World Fab Forecast' from June 2024 anticipates a 6% rise in global semiconductor capacity for the year, a growth rate that necessitates increased rare gas procurement to sustain operations at major fabrication hubs.
In parallel, the aerospace sector provides a strong revenue channel through the surge in satellite launches and the use of electric propulsion systems, which rely on xenon and krypton. These heavy noble gases are favored for Hall-effect thrusters because of their storage density and high ionization efficiency, characteristics critical for maintaining low-Earth orbits. According to the Satellite Industry Association's June 2024 report, a record 2,781 commercial satellites were deployed in 2023, boosting propulsion gas consumption. Highlighting the scale of suppliers meeting this demand, Linde plc reported full-year 2023 sales of $32.9 billion in 2024, demonstrating the substantial capital involved in global rare gas distribution.
Market Challenge
Geopolitical instability causes significant supply chain volatility, serving as a major constraint on the Global Rare Gas Market by introducing operational risks that hinder steady commercial growth. Disruptions in key production regions constrain the supply of essential noble gases such as neon and krypton, leading to sudden price hikes and logistical challenges that prevent suppliers from meeting delivery schedules. As a result, major end-users in the healthcare and semiconductor industries encounter budgetary unpredictability, forcing them to delay purchases or stockpile inefficiently, which upsets the supply-demand balance and stifles organic growth.
The severity of this issue is compounded by the semiconductor sector's deep reliance on these materials for wafer fabrication. Data from SEMI in 2024 indicates that global wafer fabrication materials revenue reached $42.9 billion, underscoring the massive scale of the industrial segment dependent on a reliable flow of precursors like rare gases. Volatility in the supply chain threatens this multi-billion dollar ecosystem, making it difficult to secure material availability; this uncertainty discourages infrastructure investments and long-term supply agreements, thereby restricting the market's overall expansion potential.
Market Trends
Semiconductor fabrication plants are increasingly adopting closed-loop recycling systems as a vital strategy to stabilize supply lines and control volatile procurement costs. This approach entails capturing and purifying noble gases, such as helium and neon, from equipment exhaust streams for reuse instead of venting them, allowing manufacturers to reduce their dependence on external market shifts. Demonstrating the efficacy of this method, SK Hynix announced in April 2024 that it had developed a recovery system achieving a 72.7% neon gas recovery rate, substantially decreasing its reliance on imports for chip production.
Simultaneously, the industry is witnessing a shift toward supply chain regionalization, with major industrial gas suppliers building infrastructure near end-users to reduce geopolitical exposure. This localization strategy seeks to protect the semiconductor ecosystem from logistical bottlenecks and trade restrictions by establishing domestic production capabilities for essential materials. For example, Air Liquide announced in June 2024 an investment exceeding $250 million to construct a cutting-edge industrial gas facility in Idaho, dedicated to supporting domestic memory chip manufacturing.
Report Scope
In this report, the Global Rare Gas Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Rare Gas Market.
Global Rare Gas Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: