市場調查報告書
商品編碼
1558328
2030 年 SOC(旋塗碳)市場預測:按材料類型、技術、應用、最終用戶和地區進行的全球分析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 |
根據 Stratistics MRC 的數據,2024 年全球 SOC(旋塗碳)市場規模將達到 2.5 億美元,預計到 2030 年將達到 11.4 億美元,在預測期內複合年成長率為 28.4%。
旋塗碳(SOC)是一種在半導體製造中用作微影術和蝕刻製程中的犧牲層的特殊材料。 SOC 以液體形式塗布在晶圓上並旋轉形成均勻的碳層,作為保護或絕緣屏障。 SOC 在先進節點中至關重要,可在儲存裝置、邏輯元件、3D NAND 中建立精細圖案,並實現更小、更有效率的半導體元件的精確蝕刻和沈積。
根據半導體產業協會(SIA)統計,2024年第二季全球半導體產業銷售額為1,499億美元,較2023年第二季成長18.3%,較2024年第一季成長6.5%。
半導體產業需求增加
半導體產業的快速成長和不斷發展正在推動對 SOC(旋塗碳)材料的需求。這些材料在尖端半導體製造製程中發揮關鍵作用,尤其是微影製程和蝕刻。隨著晶片製造商努力開發更小、更有效率的裝置,旋塗碳 (SOC) 提高圖案轉移精度和改善整體裝置性能的能力變得越來越有價值。半導體製造商不斷成長的需求是推動 SOC(旋塗碳)市場向前發展的關鍵因素。
應用複雜性
旋塗碳(SOC)材料在半導體製造的應用需要精確的控制和專業知識。此製程涉及塗覆、烘烤、蝕刻等複雜步驟,需要專門的設備和熟練的技術人員。塗布錯誤可能會導致最終產品出現缺陷並降低產量比率。這種複雜性對採用造成了障礙,特別是對於小型製造商或那些希望過渡到先進製程的製造商,並且是限制市場成長的一個因素。
先進半導體製程的研究與開發
先進半導體製程的研發進展代表著 SOC(旋塗碳)市場的重大機會。隨著產業朝向更小的節點尺寸和更複雜的 3D架構發展,對能夠應對這些挑戰的創新材料的需求不斷成長。 SOC(旋塗碳)材料可以很好地滿足這些需求,提供改進圖案轉移、耐蝕刻性和整體裝置性能的潛力。這為市場相關人員提供了開發新配方和應用並擴大產品系列和市場範圍的機會。
原物料價格不穩定
旋裝碳市場面臨原料價格波動的威脅。這些材料的生產通常依賴專門的化學前體,價格可能會因多種因素而波動,包括供應鏈中斷、地緣政治事件和產能變化。這些價格變化可能會影響製造商的利潤率並導致終端用戶的成本更高。這種原料成本的不確定性可能會威脅市場穩定並降低採用率。
COVID-19 大流行最初擾亂了半導體供應鏈,並影響了 SOC(旋塗碳)市場。然而,由於遠距工作和數位轉型,對電子設備的需求增加加速了半導體生產,進而推動了 SOC(旋塗碳)市場。此次疫情也凸顯了國內半導體製造能力的重要性,這可能會推動各地區的長期成長。
常溫SOC(旋塗碳)領域預計將在預測期內成為最大的領域
常溫SOC(旋塗碳)領域由於其多功能性且易於整合到現有半導體製造流程中,可能會主導市場。這些材料在性能和成本效率之間取得了良好的平衡,使其適合半導體產業的廣泛應用。它對於大批量生產特別有吸引力,因為它可以在標準加工溫度下提供出色的耐蝕刻性和圖案轉移精度。隨著半導體產業的不斷發展,對這些材料的需求預計將成長並增強其市場主導地位。
預計整合整合設備製造商 (IDM) 領域的複合年成長率將在預測期內達到最高。
由於多種因素,整合設備製造商 (IDM) 領域預計將呈現最高成長率。 IDM 自行設計、製造和銷售半導體晶片,擴大採用先進的製造流程來保持競爭力。因此,對SOC(旋塗碳)等高性能材料的需求不斷增加。此外,與其他領域相比,IDM 通常擁有快速引入新材料和製程的資源和專業知識。隨著 IDM 不斷突破半導體技術的界限,SOC(旋塗碳)材料的採用預計將加速並為市場成長做出重大貢獻。
由於亞太地區在半導體製造領域的強大影響力,預計亞太地區將主導 SOC(旋塗碳)市場。台灣、韓國和中國等國家/地區是主要半導體代工廠和 IDM 的所在地,推動了對先進材料的巨大需求。該地區半導體基礎設施的持續投資和產能擴張正在進一步推動市場成長。此外,中國和印度等國政府為增加國內半導體產能所做的努力可能有助於鞏固該地區的市場主導地位。
預計亞太地區的 SOC(旋塗碳)市場也將呈現最高的成長率。這種快速成長是由該地區不斷擴大的半導體行業、先進製造流程的採用增加以及對電子設備的需求不斷成長所推動的。全球半導體製造向亞洲的轉移,加上對最先進工廠和研發中心的持續投資,正在為市場擴張創造肥沃的土壤。此外,5G、人工智慧和物聯網等新興技術也越來越受到該地區的關注,預計將進一步增加對包括SOC(旋塗碳)在內的先進半導體材料的需求。
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.