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半導體微影術設備：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Semiconductor Lithography Equipment - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 123 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年半導體微影術設備市場規模將達到 284.3 億美元，到 2030 年將達到 405.9 億美元，預測期內（2025-2030 年）的複合年成長率為 7.38%。

半導體光刻設備市場-IMG1

關鍵亮點

  • 預計半導體微影術設備市場將隨著半導體設備製造規模的擴大而成長，半導體設備廣泛應用於幾乎所有領域，包括家用電子電器、汽車等。智慧型設備的採用正在上升，隨著 5G 連接和採用在全球範圍內的普及，預計智慧型設備的採用將會成長。根據GSMA預測，到2025年，5G行動寬頻連線數預計將達到11億，5G普及率預計將覆蓋全球34%的人口。
  • 超過 50% 的半導體製造（製造）成本來自設備和工具。推動半導體製造流程進步的工具之一是光刻技術。半導體製造的多個方面都依賴微影術設備。從技術面來看，產量比率和缺陷就是兩個這樣的例子。這就是半導體製造業非常關注採用哪種微影術技術的主要原因。
  • 隨著半導體產品變得越來越複雜，它們遇到的缺陷類型也變得越來越複雜。但微影術設備才是支撐這複雜過程的關鍵。隨著半導體製造商專注於下一代先進技術節點，無錯誤微影術設備變得更加重要。
  • 此外，隨著 5G 和物聯網連接設備的出現，製造業最近經歷了顯著成長，預計這將促進無線控制等各種工業 4.0 應用所需的連接。這對於移動工具、機器和機器人來說尤其重要，它們可以在預測期內促進市場成長。
  • 一些工業公司正致力於為廣泛的應用提供新的微影術系統。例如，2022年3月，尼康公司宣布將推出新型第8代平板FPD微影術系統，以支援生產用於高階顯示器、大型電視和智慧型裝置等高附加價值高階顯示器的各種高畫質面板。
  • 半導體產業是最複雜的產業之一，有超過 500 個製造和測試工序。因此，根據製造過程的複雜程度，僅半導體晶圓的完整製造和測試就涉及大約 1,400 個步驟。如此複雜的過程對市場的成長構成了重大障礙。

半導體微影術設備市場趨勢

深紫外光微影術（DUV）將主導市場佔有率

  • 深紫外光微影術（DUV）是一種光學投影微影術技術，其中光罩上的圖案透過4倍或5倍光學系統投射到晶圓表面。這種光刻技術所用的波長是248nm或193nm。這種微影術是一種高速微影術技術，非常適合 22mm x 22mm 以下分立元件的大面積母版製作，這是 DUV 工具的典型晶圓級曝光場尺寸。
  • DUV微影術是領先的下一代微影術技術之一。該技術具有成本效益，並能提供更高的解析度。採用 DUV微影術主要是因為特徵尺寸越來越小。微影術用於將定義積體電路 (IC) 的複雜圖案印製到半導體晶片上。
  • DUV微影技術使得實現低功耗輕量化電子晶片變得更加容易。該平台提供更高的功率解析度並且具有成本效益。這些結構共同構成一個積體電路 (IC)，即晶片。半導體產業對更高效微晶片的追求意味著晶片製造商需要研究晶片上的更多結構，使其更快、更有效率，同時降低製造成本。預計這將在預測期內促進市場成長。
  • ASML 表示，向 EUV 的過渡可能會進一步刺激對 DUV 的需求。晶片製造商在晶片製造的早期階段部署 EUV，以應用電晶體等微小結構、最小的通孔（將源極、閘極和汲極連接到複雜互連層的接點）以及某些情況下的連接層。
  • 根據WSTS統計，2024年1月歐洲半導體銷售額達44.2億美元，較2023年1月的44.8億美元略有下降。如果將整個市場考慮在內，2024年1月全球半導體銷售額將達到476.3億美元。
  • 預計這一市場發展以及政府促進半導體生產的措施將在預測期內推動市場成長。

美國佔很大佔有率

  • 美國擁有強大的半導體研發能力，正大力投資擴大其半導體製造能力，並正迅速採用先進技術。
  • 此外，美國對半導體的需求也在增加。例如，2021 年 9 月世界半導體貿易統計 (WSTS) 顯示，2021 年半導體產業銷售額將大幅成長至 5,270 億美元，較 2020 年的預測上調，這主要歸因於 2020 年整個市場需求強勁成長。 WSTS 預測 2022 年全球銷售額將達到 5,730 億美元。
  • 此外，根據國際半導體設備與材料協會的數據，截至 2022 年 4 月，北美半導體設備支出達到 2021 年的 76.1 億美元，而 2020 年為 65.3 億美元。
  • 半導體產業組織也表示，美國半導體產業在晶片設計領域處於領先地位。美國無廠半導體公司約佔全球無廠半導體公司銷售額的 60%，而安排這些業務的一些最大的 IDM 也是美國公司。
  • 根據美國半導體產業現狀，運作在半導體晶片上的連網型設備（IoT：物聯網）在 2019 年的收入為 226 億美元，預計到 2025 年將達到 750 億美元。半導體也是 3D 列印、機器學習和人工智慧 (AI) 等創新的基礎，這些創新可以增強醫療保健、降低建築成本、加強我們的糧食供應並推動科學進步。預計該地區對半導體的強勁需求將在預測期內推動半導體微影術設備的採用。
  • 此外，2022年9月，拜登政府宣布將投資500億美元發展國內半導體產業，以抵銷對中國的依賴，因為美國目前生產的世界最先進晶片為零，而消費量僅為25%，而這些晶片對於國家安全至關重要。 2022 年 8 月，總統拜登簽署了價值 2800 億美元的《晶片法案》，旨在促進國內高科技製造業的發展，加強美國與中國的競爭。該地區對半導體領域的如此強勁的投資預計將為研究市場的成長提供有利的機會。

半導體微影術設備產業概況

市場集中在少數幾家供應商手中，包括 ASML、Veeco 和尼康。半導體製造的主要設備基本上被美國、日本企業壟斷。不斷加強的整合、技術進步和地緣政治局勢正在推動研究市場的波動。此外，隨著垂直整合的進展，考慮到根據收益進行投資的能力，預計市場競爭將繼續加劇。

  • 2022 年 9 月－佳能公司宣布推出半導體曝光設備解決方案平台「Lithography Plus1」。我們將佳能50多年支援半導體光刻設備的經驗和大量資料融入系統中，最大限度地提高支援效率，並提案和實施最佳的系統流程。
  • 2022 年 6 月－三星和 ASML 同意合作開發高 NA（高數值孔徑）EUV微影術設備。新一代高NA EUV微影術設備能夠創造比傳統EUV微影術設備更精細的電路。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
  • 產業吸引力-波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 半導體微影術設備技術藍圖
  • 宏觀經濟趨勢如何影響市場

第5章市場動態

  • 市場促進因素
    • 電動車和先進移動設備對小型化和高性能的需求不斷增加
    • 專業設備供應商不斷創新，提供新的微影術工具
  • 市場限制
    • 製造過程中圖案複雜性的挑戰

第6章市場區隔

  • 類型
    • 深紫外光微影術（DUV）
    • 極紫外光微影術（EUV）
  • 應用
    • 先進封裝
    • MEMS元件
    • LED 設備
  • 地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲和紐西蘭
    • 拉丁美洲
    • 中東和非洲

第7章競爭格局

  • 公司簡介
    • Canon Inc.
    • Nikon Corporation
    • ASML Holding NV
    • Veeco Instruments Inc.
    • SUSS MicroTec SE
    • Shanghai Micro Electronics Equipment（Group）Co. Ltd
    • EV Group（EVG）
    • JEOL Ltd
    • Onto Innovation（Rudolph Technologies Inc.）
    • Neutronix Quintel Inc.（NXQ）
  • 供應商市場佔有率分析

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 71419

The Semiconductor Lithography Equipment Market size is estimated at USD 28.43 billion in 2025, and is expected to reach USD 40.59 billion by 2030, at a CAGR of 7.38% during the forecast period (2025-2030).

Semiconductor Lithography Equipment - Market - IMG1

Key Highlights

  • The semiconductor lithography equipment market is expected to grow with the growing manufacturing of semiconductor devices that are widely used in nearly all sectors including consumer electronics, automotive, and many others. Smart device adoption is increasing and is expected to grow as 5G connections and adoption spread over the globe. As per GSMA, 5G mobile broadband connections are expected to reach 1,100 million by 2025, with the 5G rollout expected to cover 34 percent of the world's population by 2025.
  • More than 50 percent of the semiconductor FAB (fabrication) cost is due to equipment and tools. One piece of equipment that drives the semiconductor fabrication process forward is lithography. There are several aspects of semiconductor fabrication that has driven by lithography equipment. Yield and defect are two such examples from the technical point of view. It is the primary reason why semiconductor fabrication focuses a lot on which type of lithography technology to deploy.
  • With the rising complexity in semiconductor products, the types of defects are also getting complex. However, lithography equipment is supposed to handle the complex process. With semiconductor manufacturers focusing on next-gen advanced technology nodes, the importance of error-free lithography equipment is significantly increasing further.
  • Moreover, manufacturing businesses are are lately growing at a signficant rate with the advent of 5G and emergence of IoT connected devices, which is anticipated to facilitate the connection required for various Industry 4.0 applications, such as wireless control. This is especially essential for mobile tools, machines, and robots that can aid market growth during the forecast period.
  • Several industry players are focusing on offering new lithography systems to serve a wide range of applications. For instance, in March 2022, Nikon Corporation announced to launch new Gen 8 plate FPD lithography system to support the production of various high-definition panels for value-added premium displays, such as high-end monitors, large TVs, and smart devices.
  • The semiconductor industry is considered as one of the most complex industries, not only owing to the presence of more than 500 processing steps involved in the manufacturing and inspection and various products but also due to the harsh environment it goes through, e.g., the volatile electronic market and the unpredictable demand. Therefore, depending on the intricacy of the manufacturing process, there are about 1,400 process steps in the complete manufacturing and inspection of semiconductor wafers alone. Such a complex process poses a notable hurdle to the market's growth.

Semiconductor Lithography Equipment Market Trends

Deep Ultraviolet Lithography (DUV) to Hold Major Market Share

  • Deep UV lithography (DUV) is an optical projection lithography technique where the pattern on the mask is projected to the wafer surface through a 4X or 5X optical system. The wavelengths used for this type of lithography are 248 nm or 193 nm. This lithography is a high-speed lithographic technology ideal for large-area masters of discrete components that are not bigger than 22 mm x 22 mm, the typical wafer-level exposure field size of a DUV tool.
  • The DUV lithography type is one of the leading lithography technologies of the next generation. The technology is cost-effective and has increased resolving power. The adoption of DUV lithography is driven primarily by the miniaturization trend. Lithography is used for printing complex patterns that characterize integrated circuits (ICs) on semiconductor wafers.
  • Using DUV lithography, lightweight electronic chips with lower power demands are easy to achieve. The platform features enhanced power resolution and is cost-effective. These structures together form an IC, which is known as a chip. The semiconductor industry's search for even more efficient microchips means chipmakers have to study more structures onto a chip, making the chip faster and more efficient while also reducing production costs. This is expected to boost the market's growth over the forecast period.
  • According to ASML, a transition to EUV may only boost demand for DUV. Chip manufacturers deploy EUV in the early stages of chip fabrication to apply the minor structures: transistors, smallest vias (the contacts that connect the source, gate, and drain to the complex interconnect layers), and possibly the connecting layer.
  • According to WSTS, Semiconductor sales in Europe reached 4.42 billion USD in January 2024, a slight decrease from the 4.48 billion USD reported in January 2023. Global semiconductor sales hit 47.63 billion U.S. dollars in January 2024 when considering the overall market.
  • Such developments by the major vendors, along with the initiatives taken by the government to boost their semiconductor production, are expected to drive market growth over the forecast period.

United States to Witness Significant Share

  • The United States boasts robust semiconductor R&D capabilities, significant investments catering to the expansion of semiconductor manufacturing capabilities, and rapid adoption of advanced technologies.
  • Further, the United States is witnessing an increasing demand for semiconductors. For instance, in September 2021, according to the world semiconductor trade statistics (WSTS), semiconductor industry sales increased significantly to USD 527 billion in 2021, an upward revision from the 2020 forecast for 2021 due mainly to the strong demand growth in the overall market 2020. In 2022, WSTS forecasted global sales totaled to USD 573 billion.
  • Additionally, in April 2022, according to Semiconductor Equipment and Materials International, North America's spending on semiconductor equipment reached USD 7.61 billion in 2021 compared to 2020, which was USD 6.53 billion.
  • Also, the semiconductor industry association stated that the US semiconductor industry is a leader in chip design. The United States fabless firms account for roughly 60 percent of all global fabless firm sales, and some of the largest IDMs, which make their arrangement, are also US firms.
  • According to the state of the US semiconductors industry, the connected devices that run on semiconductor chips (i.e., the Internet of Things (IoT)) registered USD 22.6 billion in 2019 and are expected to reach USD 75 billion by 2025. Semiconductors are also fundamental to innovations, such as 3D printing, machine learning, and artificial intelligence (AI) that enhance healthcare, reduce building costs, strengthen food supply, and enable advancements in science. The region's robust semiconductor demand is likely to boost the adoption of semiconductor lithography equipment during the forecast period.
  • Additionally, in September 2022, the Biden administration announced that it would invest USD 50 billion in building up the domestic semiconductor industry to counter dependency on China, as the US produces zero and consumes 25 percent of the world's leading-edge chips vital for its national security. President Joe Biden signed a USD 280 billion CHIPS bill in August 2022 to boost domestic high-tech manufacturing, part of his administration's push to boost US competitiveness over China. Such robust investments in the semiconductor sector in the region would offer lucrative opportunities for the growth of the studied market.

Semiconductor Lithography Equipment Industry Overview

The market is concentrated due to a few vendors such as ASML, Veeco, and Nikon occupying the majority market share. The key equipment for semiconductor manufacturing is basically monopolized by American and Japanese companies. With growing consolidation and technological advancement, and geopolitical scenarios, the studied market is witnessing fluctuation. In addition, with increasing vertical integration, the intensity of competition in the studied market is expected to continue to rise, considering their ability to invest, which results from their revenues.

  • September 2022 - Canon Inc. launched the "Lithography Plus1" solution platform for semiconductor lithography systems. Canon's more than 50 years of experience in semiconductor lithography system support and the company's vast wealth of data are incorporated into the system to maximize support efficiency and propose and implement optimized system processes.
  • June 2022 - Samsung and ASML have agreed to collaborate on developing High-NA (high numerical aperture) EUV Lithography equipment, which will be available next year. Compared to older EUV Lithography equipment, the next-generation High-NA EUV Lithography equipment can engrave finer circuits.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Semiconductor Lithography Equipment Technology Roadmap
  • 4.4 The impact of macroeconomic trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Miniaturization and Extra Functionality by Electric Vehicles and Advanced Mobile Devices
    • 5.1.2 Growing Innovation by Specialist Equipment Vendors offering Brand New Lithography Tools
  • 5.2 Market Restraints
    • 5.2.1 Challenges Regarding Complexity of Pattern in Manufacturing Process

6 MARKET SEGMENTATION

  • 6.1 Type
    • 6.1.1 Deep Ultraviolet Lithography (DUV)
    • 6.1.2 Extreme Ultraviolet Lithography (EUV)
  • 6.2 Application
    • 6.2.1 Advanced Packaging
    • 6.2.2 MEMS Devices
    • 6.2.3 LED Devices
  • 6.3 Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Canon Inc.
    • 7.1.2 Nikon Corporation
    • 7.1.3 ASML Holding NV
    • 7.1.4 Veeco Instruments Inc.
    • 7.1.5 SUSS MicroTec SE
    • 7.1.6 Shanghai Micro Electronics Equipment (Group) Co. Ltd
    • 7.1.7 EV Group (EVG)
    • 7.1.8 JEOL Ltd
    • 7.1.9 Onto Innovation (Rudolph Technologies Inc.)
    • 7.1.10 Neutronix Quintel Inc. (NXQ)
  • 7.2 Vendor Market Share Analysis

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET