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市場調查報告書
商品編碼
1914635
微影術設備市場-全球產業規模、佔有率、趨勢、機會和預測:按類型、深紫外線類型、波長、裝置波長、最終用途、應用、地區和競爭格局分類,2021-2031年Photolithography Equipment Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type, By DUV Type (ArFi ), By Wavelength, By Device Wavelength, By End-Use, By Application, By Region & Competition, 2021-2031F |
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全球微影術設備市場預計將從2025年的149.1億美元成長到2031年的233.1億美元,複合年成長率(CAGR)為7.73%。此設備類別包括用於在半導體製造過程中將幾何圖案從光掩模轉移到塗覆有光敏化學光阻劑的基板上的光學系統。市場成長的主要驅動力是高效能運算領域對小型化積體電路的需求不斷成長,以及汽車電子產品對大規模晶片生產的強勁需求。根據SEMI預測,包括微影術設備在內的晶圓製造設備市場規模預計將在2024年達到1,010億美元,主要得益於對記憶體和邏輯裝置的投資。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 149.1億美元 |
| 市場規模:2031年 | 233.1億美元 |
| 複合年成長率:2026-2031年 | 7.73% |
| 成長最快的細分市場 | 極紫外光 |
| 最大的市場 | 北美洲 |
儘管前景樂觀,但由於先進極紫外線(EUV)系統需要巨額資本投資,市場仍面臨許多障礙。這項資金門檻限制了小型代工廠進入市場,也限制了能夠採用3奈米以下製程節點的製造商數量。因此,高昂的進入成本,加上在先進節點上維持產量比率的技術複雜性,可能會阻礙市場的進一步擴張。
極紫外線 (EUV) 和高數值孔徑 (NA)微影術系統的日益普及,是推動先進節點邏輯晶片和記憶體晶片生產的關鍵成長要素。半導體製造商正致力於開發以人工智慧 (AI) 和高效能運算 (HPC) 應用的 2 奈米以下架構,並持續依賴這些高解析度系統。主要設備製造商的大量資本投資清晰地印證了這項技術變革。例如,ASML 在 2024 年 7 月發布的「2024 會計年度第二季財務業績」中報告稱,其季度淨訂單達到 56 億歐元,其中 25 億歐元訂單EUV 設備。如此強勁的訂單態勢表明,儘管整個產業處於經濟週期波動之中,但下一代微影術設備在電晶體尺寸持續微縮方面仍然發揮著至關重要的作用。
同時,旨在實現國內半導體製造自給自足的政府戰略獎勵正在推動各地採購微影術設備。各國積極補貼新建製造工廠,以確保本地供應鏈並降低地緣政治風險。正如美國商務部在2024年4月發布的公告《拜登-哈里斯政府宣布與台積電達成初步協議》中所述,美國政府提案提供高達66億美元的直接資金,用於支持在亞利桑那州新建三家製造工廠。這些大規模的公共投資減輕了工廠擴建帶來的財務負擔,並直接轉化為設備訂單的成長。 SEMI預測,為滿足此基礎設施需求,2024年全球半導體製造產能將成長6%,凸顯了舉措與設備市場規模之間的關聯性。
先進極紫外線 (EUV) 曝光設備所需的巨額資本投入,是限制全球微影術設備市場成長的一大財務障礙。如此高昂的高成本,使得只有少數資金雄厚的半導體製造商能夠採用下一代微影術技術,也阻礙了小型代工廠向 3nm 以下的製程節點轉型。因此,市場基本客群高度集中,限制了多元化競爭環境所能帶來的潛在銷售額,並有效地阻止了新企業進入先進製造領域。
如此龐大的資本支出需求構成了強大的准入壁壘,阻礙了整個產業的參與,並加劇了市場力量的集中。近期投資數據顯示,這種極高的資本密集度顯而易見:根據SEMI統計,2025年第二季全球半導體製造設備訂單達到330.7億美元。這一龐大的數字表明,在先進製程節點上維持營運需要巨額資源,並強化了這樣一種市場結構:市場擴張僅受限於最具主導地位的行業參與者的投資能力。
先進封裝和異構整合技術的廣泛應用從根本上改變了設備需求,需要能夠處理更大基板並確保晶片結構高套刻精度的微影術設備。隨著產業物理尺寸縮小的極限日益逼近,製造商正將重心轉向3D堆疊技術,而這種技術需要專門的後端微影術系統來實現不同晶粒之間的精確互連。這種轉變推動了對兼具線路重布所需的寬視野和高解析度的設備的需求,而非專注於電晶體尺寸縮小的前端製程。例如,英特爾在2024年1月宣布其新墨西哥州製造地投產的新聞稿中,宣布投資35億美元用於支援先進半導體封裝技術(特別是其3D堆疊技術Foveros)的大規模生產。
同時,將人工智慧整合到微影術刻製程控制中正成為應對反向微影術技術和掩模合成中呈指數級成長的計算複雜性的關鍵趨勢。半導體製造商正在利用生成式人工智慧演算法來顯著加速計算微影術工作負載,而傳統上,計算精確的光掩模圖案需要大量的 CPU 時間。這項技術整合透過將複雜的運算卸載到加速平台,提高了晶圓吞吐量並最佳化了能耗。根據英偉達 (NVIDIA) 於 2024 年 3 月發布的公告“NVIDIA 宣布生成式人工智慧在半導體製造領域得到廣泛應用”,cuLitho 平台將使代工廠處理光掩模的速度比傳統方法快 40 倍,從而顯著縮短先進節點的開發週期。
The Global Photolithography Equipment Market is anticipated to expand from USD 14.91 Billion in 2025 to USD 23.31 Billion by 2031, registering a CAGR of 7.73%. This equipment category consists of optical systems used during semiconductor fabrication to transfer geometric patterns from a photomask onto a substrate treated with light-sensitive chemical photoresist. Market growth is primarily propelled by the rising need for miniaturized integrated circuits in high-performance computing and the substantial demand for automotive electronics, which requires high-volume chip production. According to SEMI, the wafer fab equipment segment, which includes the photolithography sector, was projected to reach $101 billion in 2024, driven by investments in memory and logic devices.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 14.91 Billion |
| Market Size 2031 | USD 23.31 Billion |
| CAGR 2026-2031 | 7.73% |
| Fastest Growing Segment | EUV |
| Largest Market | North America |
Despite this positive outlook, the market encounters a major obstacle due to the immense capital expenditure necessary for advanced Extreme Ultraviolet systems. This financial hurdle restricts market access for smaller foundries and limits the number of manufacturers able to pursue sub-3nm process nodes. Consequently, the combination of high entry costs and the technical complexity involved in maintaining yield rates at advanced nodes may hinder broader market expansion.
Market Driver
The increasing adoption of Extreme Ultraviolet and High-NA lithography systems acts as a primary catalyst for market growth, facilitating the production of logic and memory chips at advanced nodes. As semiconductor manufacturers target sub-2nm architectures for artificial intelligence and high-performance computing applications, reliance on these high-resolution systems is intensifying. This technological shift is highlighted by significant capital commitments from leading equipment providers; for instance, ASML reported in its 'Q2 2024 Financial Results' in July 2024 that quarterly net bookings reached €5.6 billion, with €2.5 billion specifically for EUV system orders. This strong order intake underscores the essential role of next-generation lithography tools in enabling continued transistor downscaling despite broader industry cyclicality.
Simultaneously, strategic government incentives aimed at achieving domestic semiconductor manufacturing sovereignty are stimulating the procurement of photolithography equipment across various regions. Nations are actively subsidizing the construction of new fabrication facilities to secure local supply chains and reduce geopolitical risks. As noted by the U.S. Department of Commerce in April 2024 regarding the 'Biden-Harris Administration Announces Preliminary Terms with TSMC', the government proposed up to $6.6 billion in direct funding to support three greenfield fabrication plants in Arizona. These massive public investments alleviate the financial burden of facility expansion, leading directly to increased equipment orders. SEMI projected in 2024 that global semiconductor manufacturing capacity would rise by 6% to meet this infrastructure demand, highlighting the link between sovereign manufacturing initiatives and equipment market volume.
Market Challenge
The massive capital expenditure necessary for advanced Extreme Ultraviolet systems constitutes a critical financial barrier hampering the growth of the Global Photolithography Equipment Market. This prohibitively high cost limits the adoption of next-generation lithography technologies to a select group of semiconductor manufacturers with deep financial reserves, thereby preventing smaller foundries from transitioning to sub-3nm process nodes. Consequently, the market suffers from a consolidated customer base, which restricts the potential volume sales that would result from a more diversified competitive landscape and effectively bars new entrants from the advanced manufacturing sector.
The requirement for such vast financial outlays creates a rigid entry barrier that stifles broader industry participation and concentrates market power. This intense capital intensity is evident in recent investment data; according to SEMI, global semiconductor equipment billings rose to $33.07 billion in the second quarter of 2025. This substantial figure demonstrates the sheer magnitude of resources needed to sustain operations at advanced nodes, reinforcing a market structure where expansion is constrained by the investment capacity of only the most dominant industry players.
Market Trends
The proliferation of advanced packaging and heterogeneous integration is fundamentally altering equipment requirements, creating a preference for lithography tools capable of handling larger substrates and ensuring high overlay accuracy for chiplet architectures. As the industry nears physical scaling limits, manufacturers are pivoting toward 3D stacking techniques that require specialized back-end lithography systems to create precise interconnects between disparate dies. This shift drives demand for equipment that balances resolution with the wide-field capabilities needed for redistribution layers, distinct from the front-end focus on transistor shrinkage. For example, Intel announced in its January 2024 'Intel Opens New Mexico Manufacturing Hub' press release that it invested $3.5 billion to equip operations for advanced semiconductor packaging technologies, specifically to support mass production of its 3D stacking Foveros capabilities.
Concurrently, the integration of artificial intelligence for lithography process control is emerging as a vital trend to manage the exponential rise in computational complexity associated with inverse lithography technology and mask synthesis. Semiconductor fabricators are utilizing generative AI algorithms to drastically accelerate computational lithography workloads, which traditionally consume massive amounts of CPU time to calculate accurate photomask patterns. This technological integration enhances wafer throughput and optimizes energy consumption by offloading complex calculations to accelerated computing platforms. According to NVIDIA's March 2024 announcement, 'NVIDIA Announces Production Launch of Generative AI for Semiconductor Manufacturing', the cuLitho platform allows foundries to process photomasks up to 40 times faster than conventional methods, significantly shortening the development cycle for advanced nodes.
Report Scope
In this report, the Global Photolithography Equipment 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 Photolithography Equipment Market.
Global Photolithography Equipment 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: