市場調查報告書
商品編碼
1561659
2024-2032 年光罩市場報告(按產品(光罩、Master 等)、光罩車間類型(自營、商用)、應用(光學元件、分立元件、顯示器、MEMS 等)和區域Photomask Market Report by Product (Reticle, Master, and Others), Mask Shop Type (Captive, Merchant), Application (Optical Devices, Discrete Components, Displays, MEMS, and Others), and Region 2024-2032 |
對先進半導體元件不斷成長的需求
先進半導體裝置的成長可歸因於不同的新興因素,例如物聯網的廣泛採用、5G 技術的成長以及雲端運算及其資料中心的擴展。美國商務部報告稱,2021年美國半導體銷售額成長29%,顯示該產業市場需求強勁。這些發展要求生產更快、更好和更高性能的晶片,用於各種用途,例如智慧型手機和筆記型電腦、汽車電子和工業設備等,這極大地推動了光掩模市場的成長。
電子和汽車行業的快速擴張
全球電子產業正在經歷前所未有的成長,這主要是由於技術進步、客戶對電子設備品味的不斷提高以及物聯網和穿戴式技術的出現。國際貿易管理局預計,到 2025 年,全球電子產業的市值將超過 5 兆美元,這表明半導體製造商以及光掩模製造商面臨越來越多的機會。此外,汽車產業向電動車(EV)和自動駕駛技術方向發展以及連網汽車的需求很可能刺激先進半導體解決方案的發展,加速光掩模產業的成長。
光刻工藝的技術進步
光刻技術的創新對於製造小型但更複雜的半導體裝置、具有更好的性能和效率至關重要。極紫外線(EUV)微影技術的應用對於整個半導體產業來說是一個巨大的技術進步。國際半導體技術路線圖 (ITRS) 報告稱,2021 年 EUV 工具的出貨量較 2020 年增加了 50% 之多,反映出業界對這種尖端光刻技術的採用率加快。透過 EUV 微影,可以實現更小的特徵尺寸和更高的解析度,從而提高晶片性能和成本效益。這些技術進步吸引了針對 EUV 光刻應用最佳化的光掩模,成為光掩模市場成長曲線背後的主要驅動力。
IMARC Group提供了每個細分市場的主要趨勢的分析,以及 2024-2032 年全球、區域和國家層面的預測。我們的報告根據產品、面膜店類型和應用對市場進行了分類。
Master佔大部分市場佔有率
該報告根據產品提供了詳細的市場細分和分析。這包括十字線、主線和其他。根據該報告,Master 代表了最大的細分市場。
光掩膜版的關鍵生產項目,以母版作為產品類型,導致光掩膜版市場對母版的需求很大。母版用於透過電子束光刻或雷射寫入等技術生產光掩模。然後它們成為被複製以創建光掩模的來源圖案。此製程可確保將電路精確且準確地轉移到半導體晶圓上。為了生產用於製造最現代半導體技術的具有複雜結構和亞微米尺寸圖案的光掩模,大師至關重要。
自保擁有業界最大佔有率
報告還根據面膜店類型對市場進行了詳細的細分和分析。這包括俘虜和商人。報告稱,自保佔據了最大的市場佔有率。
由於垂直整合的半導體工廠需要將光掩模生產設施設置在製造車間附近,自營掩模車間佔據了市場主導地位。這使公司有機會更好地控制其供應鏈、縮短交貨時間並確保其智慧財產權的安全。自有掩模車間適用於生產量大且擁有複雜專有設計流程的半導體工廠和大型整合裝置製造商。這些企業透過擁有自己的口罩生產工廠,可以順暢生產流程,有效安排生產計劃,確保品質良好。
光學元件代表了領先的細分市場
該報告根據應用程式提供了詳細的市場細分和分析。這包括光學元件、分立元件、顯示器、MEMS 等。根據該報告,光學設備佔據了最大的佔有率。
對光學元件的需求不斷成長是光掩模市場最重要的促進因素,因為它們是半導體生產所需的光刻工具的關鍵要素。這些設備稱為光學對準器和投影對準器,在將圖案從光掩模精確轉移到半導體基板的過程中尤其重要。隨著半導體技術朝向更小的特徵尺寸和更高的解析度發展,光學元件的重要性變得更加明顯。必須以光學元件的正確精度和性能來確保半導體元件的品質和完整性。根據美國經濟分析局的數據,這些設備(包括用於半導體製造的光學儀器)的產量在第三季之後的 2021 年最後一個季度增加了 8%。
亞太地區引領市場,佔據最大的光掩模市場佔有率
該報告還對所有主要區域市場進行了全面分析,其中包括北美(美國和加拿大);亞太地區(中國、日本、印度、韓國、澳洲、印尼等);歐洲(德國、法國、英國、義大利、西班牙、俄羅斯等);拉丁美洲(巴西、墨西哥等);以及中東和非洲。報告稱,亞太地區是光掩模最大的區域市場。
亞太地區在市場上佔據主導地位,因為該地區擁有一些全球最大的半導體製造商,這吸引了大量的光掩模訂單。此外,該地區的電子產業主要集中在中國、韓國和台灣,對於半導體製造的光掩模製造非常重要。此外,值得一提的是,該地區對技術和基礎設施的投資對全球光掩模市場的成長發揮著重要作用。
根據政府部門公佈的2022年以來的最新統計數據顯示,亞太地區半導體產業正在不斷擴張。據韓國貿易部稱,2023年第一季該國半導體出口較2022年同期成長12%。
(請注意,這只是關鍵參與者的部分列表,報告中提供了完整列表。)
Growing Demand for Advanced Semiconductor Devices
The growth of advanced semiconductor devices can be attributed to different emerging factors such as the wide adoption of the Internet of Things, growth in 5G technologies, and the cloud computing expansion and its data centers. As stated by a report of the U.S. Department of Commerce, in 2021, U.S. semiconductor sales rose by 29 % suggesting a strong market demand for the industry. These developments are demanding the production of faster, better, and higher-performance chips that are used for various purposes, such as smartphones and laptops, automotive electronics, and industrial equipment alike, which substantially drives the photomask market growth.
Rapid Expansion of Electronics and Automotive Industries
The global electronics industry is witnessing unprecedented growth which is mainly because of technological improvements, the rising customer taste for electronic devices, and the advent of Internet of things and wearable technology. The International Trade Administration projects that the global electronics industry will reach a market value of over $5 trillion by 2025 as an indication that more and more opportunities await semiconductor manufacturers, and hence, photomask makers. Also, the movement of the automotive industry into the direction of electric vehicles (EVs) and autonomous driving technology together with the connected vehicles demand is very likely to stimulate the development of advanced semiconductor solutions and thereby accelerate the photomask sector's growth.
Technological Advancements in Lithography Processes
Innovation in lithography is crucial to allow the technology for fabrication of small, but more complicated semiconductor devices, with better performance and efficiency. The application of Extreme Ultraviolet (EUV) lithography is a tremendous technical step to the whole semiconductor industry's world. The International Technology Roadmap of Semiconductors (ITRS) reports that the number of EUV tools shipped has increased by as much as 50% in 2021 compared to 2020, reflecting the industry's accelerated adoption rate of this cutting-edge lithography technology. Through EUV lithography, smaller feature sizes are achieved to higher resolution, translating to both improved chip performance and cost effectiveness. Such technological advances attract photomasks optimized for EUV lithography applications to be the main driver behind the photomask market's growth curve.
IMARC Group provides an analysis of the key trends in each segment of the market, along with forecasts at the global, regional, and country levels for 2024-2032. Our report has categorized the market based on product, mask shop type and application.
Master accounts for the majority of the market share
The report has provided a detailed breakup and analysis of the market based on the product. This includes reticle, master, and others. According to the report, master represented the largest segment.
The key production item of photomasks, which uses master as a product type, leads to high demand for master in the photomask market. Master sets are used in the production of photomasks by using techniques like e-beam lithography or laser writing. They then become the source pattern that is replicated onto to create a photomask. This process ensures precise and accurate transfer of circuits onto semiconductor wafers. To produce photomasks with complex structures and submicron-sized patterns that are used for the fabrication of the most modern semiconductor technologies, masters are of utmost importance.
Captive holds the largest share of the industry
A detailed breakup and analysis of the market based on the mask shop type have also been provided in the report. This includes captive and merchant. According to the report, captive accounted for the largest market share.
Captive mask shops dominate the market due to the necessity of vertically integrated semiconductor fabs to have their photo mask production facilities near the manufacturing floor. This gives companies the opportunity to have much more control of their supply chain, cut down the lead times and ensure the safety of their intellectual property. Captive mask shops are suitable for semiconductor factories and big integrated device manufacturers that produce large volumes and have complex proprietary design processes. Through the possession of their own mask making factories, these enterprises can smooth their manufacturing process, efficiently arrange their production plan, and make sure the quality is good.
Optical devices represent the leading market segment
The report has provided a detailed breakup and analysis of the market based on the application. This includes optical devices, discrete components, displays, MEMs, and others. According to the report, optical devices represented the largest segment.
Rising demand for optical devices is the most essential driving factor in the photomask market as they are crucial elements of the lithography tool that is required for the production of semiconductors. These devices, called optical aligners and projection aligners, are especially important in the process of exactly transferring the patterns from photomasks to semiconductor substrates. As semiconductor technology moves towards smaller feature sizes and higher resolutions, the importance of optical devices gets more pronounced. It is necessary to ensure the quality and integrity of semiconductor devices with the correct precision and performance of optical devices. As per the U.S Bureau of Economic Analysis indicates, the production of these equipment, which consists of optical instruments used for semiconductor manufacturing, went up by 8% in the last quarter of the year 2021 after the third quarter.
Asia Pacific leads the market, accounting for the largest photomask market share
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, Asia Pacific represents the largest regional market for photomask.
Asia pacific dominates the market as the the region comprises some of the largest global makers of semiconductors and this attracts high photomasks order placements. Moreover, the region has an electronics sector, which is based in China, South Korea, and Taiwan and is of great importance for the manufacturing of photomasks in semiconductor fabrication. In addition, it is worth mentioning that the investments in technology and infrastructures that the region make play a significant role in the growth of the global photomask market.
As per the latest statistics released by government departments since 2022 suggest that the semiconductor industry in the Asia Pacific region is expanding. As per the Ministry of Trade of South Korea, semiconductor exports of the country in the first quarter of 2023 grew 12% compared to the same period of the year 2022. This is an expansion that shows the continuous requirements of photomasks in the Asia Pacific Asia region, thus taking the prime position in the photomask global market.
(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)