ペリクル市場レポート：2030年までの動向、予測、競合分析

ペリクルの動向と予測

世界のペリクル市場は、2024年から2030年までのCAGRが10.6%で、2030年までに推定14億米ドルに達すると予想されます。この市場の主な促進要因は、半導体産業の成長と、スマートフォン、ノートパソコン、タブレット端末などの家電製品の高い普及率です。ペリクルの世界市場の将来は、ICバンピング、IC鋳造、IC基板、MEMs、LEDパッケージの各市場における機会で有望視されています。

• Lucintelの予測では、リソグラフィ技術のカテゴリーでは、最先端半導体の応用によりEUVが予測期間中に最も高い成長を遂げる見込みです。
• アプリケーション分野では、ICの欠陥防止とフォトマスクの長寿命化により、IC鋳造が引き続き最大セグメントとなります。
• 地域別では、民生用電子機器と半導体産業の高成長により、APACが予測期間中に最も高い成長を遂げると予想されます。

ペリクル市場の戦略的成長機会

ペリクル市場には、さまざまな用途でいくつかの戦略的成長機会があります。これらの機会を活用することで、半導体製造における市場の拡大とイノベーションを促進することができます。

• 先端半導体アプリケーションの成長：先端半導体アプリケーションの成長には大きな機会があります。半導体技術の進歩に伴い、新しいリソグラフィ技術をサポートする高性能ペリクルの需要が高まっています。高解像度イメージングや超微細パターニングなどの最先端アプリケーション向けのペリクルを開発することで、この拡大する市場セグメントを取り込むことができます。
• 新興市場での拡大：新興市場での拡大は成長の可能性をもたらします。アジアや南米などの地域で半導体産業が成長するにつれ、ペリクルの需要も増加します。現地のニーズに合わせて製品を調整し、現地のメーカーとパートナーシップを確立することで、こうした新興市場を開拓し、成長を促進することができます。
• 費用対効果の高いソリューションの開発：費用対効果の高いソリューションの開発は重要な機会です。性能に妥協することなく手頃な価格のペリクルを作ることで、小規模な半導体工場を含む幅広い顧客を惹きつけることができます。このアプローチは、市場への浸透を高め、高度なフォトリソグラフィ技術の採用を支援することができます。
• 持続可能性と環境に優しい製品への注力：持続可能性と環境に優しい製品への注目は、ますます重要になってきています。環境に優しい材料と持続可能な生産方法を用いたペリクルの開発は、より環境に優しいソリューションを求める顧客にアピールすることができます。この焦点は、より広範な業界動向と、環境への影響を低減するための規制要件と一致しています。
• ペリクルのデザインと機能における革新：ペリクルのデザインと機能における革新は成長機会を提供します。光学性能、耐久性、新しいリソグラフィ技術との互換性を強化したペリクルを開発するための研究開発への投資は、市場での製品の差別化につながります。この技術革新は半導体製造の進歩を支え、最先端のソリューションを求める顧客を惹きつける。

ペリクル市場の戦略的成長機会には、先端半導体アプリケーションのターゲット化、新興国市場への拡大、コスト効率の高いソリューション開発、持続可能性の重視、設計の革新などがあります。これらの機会を活用することで、市場の成長を促進し、イノベーションを促進することができます。

ペリクル市場の促進要因・課題

ペリクル市場は、技術進歩、経済要因、規制上の考慮事項など、さまざまな促進要因・課題によって形成されています。これらの要素を理解することは、市場を効果的にナビゲートする上で極めて重要です。

ペリクル市場を牽引する要因には以下が含まれます：

• 技術の進歩：技術の進歩はペリクル市場の主要な促進要因です。材料、製造プロセス、新しいリソグラフィ技術との統合における革新は、ペリクルの性能を向上させ、最新の半導体製造の要求を満たすことで、市場の成長を促進します。
• 高解像度半導体への需要増加：高解像度半導体への需要の高まりは、高度なペリクルの必要性を煽る。半導体技術の進化に伴い、高精度フォトリソグラフィーをサポートするペリクルへの要求が高まり、技術革新が促進され、市場が拡大します。
• 半導体製造施設の拡大：半導体製造施設の拡張は市場の成長に寄与します。半導体製造施設の新設や既存施設のアップグレードは、ペリクルの需要を高め、先端半導体技術の開発をサポートし、市場機会を促進します。
• 生産コスト削減への注力：製造コスト削減への注力は、ペリクル製造の技術革新を促進します。費用対効果の高い生産ソリューションと自動化技術は、効率を改善し、コストを下げることで、ペリクルをより利用しやすくし、市場での競争力を高めます。
• 持続可能性の重視：持続可能性の重視が市場の成長を促進しています。製造業者は、規制要件を満たし、より環境に優しい生産プロセスを目指す業界の動向に合わせるため、環境に優しい材料と慣行を採用し、市場の魅力を高めています。

ペリクル市場の課題は以下の通り：

• 高い生産コスト：ペリクル市場では、高い製造コストが課題となっています。高度なペリクルの製造の複雑さと特殊な材料の必要性がコストを押し上げ、市場へのアクセス性と収益性に影響を与えます。
• 急速な技術変化：急速な技術革新はメーカーに課題をもたらします。半導体技術やリソグラフィ技術の進歩に対応するには、継続的な技術革新と投資が必要であり、企業にとっては厳しいものとなります。
• 規制遵守：規制遵守は、ペリクルが安全性と環境基準を満たすための課題です。複雑な規制を乗り越え、コンプライアンス要件を満たすことは、メーカーにとってコストと時間のかかることです。

技術の進歩、需要の増加、施設の拡張、コスト削減、持続可能性などの市場促進要因がペリクル市場を形成します。高い生産コスト、急速な技術革新、規制遵守などの課題は、市場をうまく運営するために管理されなければなりません。これらの要因を理解することは、戦略的計画と市場成長に不可欠です。

目次

第1章 エグゼクティブサマリー

第2章 世界のペリクル市場：市場力学

• イントロダクション、背景、分類
• サプライチェーン
• 業界の促進要因と課題

第3章 2018年から2030年までの市場動向と予測分析

• マクロ経済動向（2018～2023年）と予測（2024～2030年）
• 世界のペリクル市場の動向（2018～2023年）と予測（2024～2030年）
• リソグラフィー技術別：世界のペリクル市場
  • ArF
  • EUV
  • KrF
• 用途別：世界のペリクル市場
  • ICバンピング
  • ICファウンドリ
  • IC基板
  • MEMS
  • LEDパッケージ

第4章 2018年から2030年までの地域別市場動向と予測分析

• 地域別：世界のペリクル市場
• 北米：ペリクル市場
• 欧州：ペリクル市場
• アジア太平洋：ペリクル市場
• その他地域：ペリクル市場

第5章 競合分析

• 製品ポートフォリオ分析
• 運用統合
• ポーターのファイブフォース分析

第6章 成長機会と戦略分析

• 成長機会分析
  • リソグラフィー技術別：世界のペリクル市場の成長機会
  • 用途別：世界のペリクル市場の成長機会
  • 地域別：世界のペリクル市場の成長機会
• 世界のペリクル市場の新たな動向
• 戦略分析
  • 新製品開発
  • 世界のペリクル市場の生産能力拡大
  • 世界のペリクル市場における合併、買収、合弁事業
  • 認証とライセンシング

第7章 主要企業の企業プロファイル

• Mitsu Chemicals
• SHIN-ETSU
• Micro Lithography
• S&S
• Fine Semitech
• ASML Holding
• Teledyne DALSA

Pellicle Trends and Forecast

The future of the global pellicle market looks promising with opportunities in the IC bumping, IC foundry, IC substrate, MEMs, and LED package markets. The global pellicle market is expected to reach an estimated $1.4 billion by 2030 with a CAGR of 10.6% from 2024 to 2030. The major drivers for this market are the growth of the semiconductor industry and the high adoption of consumer electronics such as smartphones, laptops, and tablets.

• Lucintel forecasts that, within the lithography technology category, EUV is expected to witness the highest growth over the forecast period due to the application of the most advanced semiconductor.
• Within the application category, IC foundry will remain the largest segment due to preventing defects in the ICs and extending the life of photomasks.
• In terms of regions, APAC is expected to witness the highest growth over the forecast period due to the high growth of the consumer electronics and semiconductor industry.

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Emerging Trends in the Pellicle Market

The pellicle market is experiencing several emerging trends that are shaping the future of semiconductor manufacturing. These trends reflect technological advancements and evolving industry needs.

• Advanced Materials for High-Resolution Lithography: Advanced materials for high-resolution lithography are increasingly used in pellicle production. These materials, such as advanced polymers and composites, offer improved optical clarity and durability, which are essential for next-generation photolithography processes. This trend enhances the performance and reliability of pellicles, supporting the development of more precise semiconductor devices.
• Enhanced Durability and Contamination Resistance: Enhanced durability and contamination resistance are critical trends in pellicle technology. New coatings and treatments are being developed to increase pellicles' resistance to environmental factors and contaminants. This trend improves the longevity and reliability of pellicles, reducing downtime and maintenance costs in semiconductor manufacturing.
• Automation and Cost Reduction: Automation and cost reduction are becoming key focuses in pellicle production. Automated manufacturing processes are being implemented to increase efficiency and consistency while reducing production costs. This trend allows manufacturers to meet growing demand more effectively and make advanced pellicles more accessible to a broader range of semiconductor fabs.
• Integration with Emerging Lithography Technologies: Integration with emerging lithography technologies is driving innovation in pellicle design. Pellicles are being optimized to work with new lithography techniques, such as extreme ultraviolet (EUV) and multiple patterning, which require higher precision and performance. This trend supports the advancement of semiconductor fabrication technologies and the production of more sophisticated devices.
• Sustainable Manufacturing Practices: Sustainable manufacturing practices are increasingly being adopted in the pellicle market. Manufacturers are focusing on reducing waste, improving energy efficiency, and using environmentally friendly materials in pellicle production. This trend aligns with broader industry goals for sustainability and reduces the environmental impact of semiconductor manufacturing processes.

Emerging trends such as advanced materials, enhanced durability, automation, integration with new technologies, and sustainable practices are reshaping the pellicle market. These trends drive technological progress and address the evolving needs of semiconductor manufacturing.

Recent Developments in the Pellicle Market

Recent developments in the pellicle market highlight advancements in technology, manufacturing processes, and material innovations. These developments reflect efforts to meet the increasing demands of semiconductor fabrication and improve pellicle performance.

• Enhanced Material Technologies: Enhanced material technologies are a key development in the pellicle market. Innovations in polymer and composite materials improve pellicle performance, offering better optical clarity and resistance to contamination. These advancements support the production of high-resolution semiconductors and address the challenges of modern photolithography.
• Improved Manufacturing Techniques: Improved manufacturing techniques are shaping the pellicle market. Advances in production methods, such as precision coating and automated processes, enhance the quality and consistency of pellicles. These techniques help reduce defects and increase the efficiency of pellicle manufacturing, meeting the needs of high-volume semiconductor production.
• Cost-Effective Production Solutions: Cost-effective production solutions are becoming more prevalent in the pellicle market. Manufacturers are adopting new technologies and optimizing production processes to lower costs while maintaining high quality. This development makes advanced pellicles more accessible to a broader range of semiconductor fabs and supports market growth.
• Integration with Next-Generation Lithography: Integration with next-generation lithography technologies is a significant development. Pellicles are being designed to work seamlessly with emerging lithography techniques, such as EUV and multiple patterning. This integration ensures compatibility with advanced semiconductor fabrication processes and supports the development of cutting-edge devices.
• Focus on Environmental Sustainability: The focus on environmental sustainability is increasingly influencing the pellicle market. Manufacturers are adopting eco-friendly materials and practices to reduce the environmental impact of pellicle production. This focus aligns with industry goals for sustainability and helps meet regulatory requirements for greener manufacturing processes.

Recent developments in enhanced materials, improved manufacturing techniques, cost-effective production, integration with advanced lithography, and sustainability are impacting the pellicle market. These advancements drive innovation and address the evolving needs of semiconductor manufacturing.

Strategic Growth Opportunities for Pellicle Market

The pellicle market presents several strategic growth opportunities across various applications. Leveraging these opportunities can drive market expansion and innovation in semiconductor manufacturing.

• Growth in Advanced Semiconductor Applications: Growth in advanced semiconductor applications offers significant opportunities. As semiconductor technology advances, the demand for high-performance pellicles that support new lithography techniques grows. Developing pellicles for cutting-edge applications, such as high-resolution imaging and ultra-fine patterning, can capture this expanding market segment.
• Expansion in Emerging Markets: Expansion in emerging markets provides growth potential. As semiconductor industries grow in regions like Asia and South America, the demand for pellicles increases. Tailoring products to meet local needs and establishing partnerships with regional manufacturers can tap into these emerging markets and drive growth.
• Development of Cost-Effective Solutions: The development of cost-effective solutions is a key opportunity. Creating affordable pellicles without compromising performance can attract a wider range of customers, including smaller semiconductor fabs. This approach can increase market penetration and support the adoption of advanced photolithography technologies.
• Focus on Sustainability and Eco-Friendly Products: The focus on sustainability and eco-friendly products is becoming increasingly important. Developing pellicles using environmentally friendly materials and sustainable production practices can appeal to customers seeking greener solutions. This focus aligns with broader industry trends and regulatory requirements for reduced environmental impact.
• Innovation in Pellicle Design and Features: Innovation in pellicle design and features offers growth opportunities. Investing in R&D to develop pellicles with enhanced optical performance, durability, and compatibility with new lithography technologies can differentiate products in the market. This innovation supports the advancement of semiconductor fabrication and attracts customers seeking cutting-edge solutions.

Strategic growth opportunities in the pellicle market include targeting advanced semiconductor applications, expanding into emerging markets, developing cost-effective solutions, focusing on sustainability, and innovating in design. Leveraging these opportunities can drive market growth and foster innovation.

Pellicle Market Driver and Challenges

The pellicle market is shaped by various drivers and challenges, including technological advancements, economic factors, and regulatory considerations. Understanding these elements is crucial for navigating the market effectively.

The factors responsible for driving the pellicle market include:

• Technological Advancements: Technological advancements are a major driver in the pellicle market. Innovations in materials, manufacturing processes, and integration with new lithography techniques enhance pellicle performance and meet the demands of modern semiconductor fabrication, driving market growth.
• Increasing Demand for High-Resolution Semiconductors: The increasing demand for high-resolution semiconductors fuels the need for advanced pellicles. As semiconductor technology evolves, the requirement for pellicles that support high-precision photolithography grows, driving innovation and expanding the market.
• Expansion of Semiconductor Manufacturing Facilities: The expansion of semiconductor manufacturing facilities contributes to market growth. New fabs and upgrades to existing facilities increase the demand for pellicles, supporting the development of advanced semiconductor technologies and driving market opportunities.
• Focus on Reducing Production Costs: The focus on reducing production costs drives innovation in pellicle manufacturing. Cost-effective production solutions and automation technologies improve efficiency and lower costs, making pellicles more accessible and competitive in the market.
• Emphasis on Sustainability: An emphasis on sustainability is driving market growth. Manufacturers are adopting eco-friendly materials and practices to meet regulatory requirements and align with industry trends toward greener production processes, enhancing market appeal.

Challenges in the pellicle market include:

• High Production Costs: High production costs present a challenge in the pellicle market. The complexity of manufacturing advanced pellicles and the need for specialized materials can drive up costs, impacting market accessibility and profitability.
• Rapid Technological Changes: Rapid technological changes pose challenges for manufacturers. Keeping pace with advancements in semiconductor technology and lithography techniques requires continuous innovation and investment, which can be demanding for companies.
• Regulatory Compliance: Regulatory compliance presents challenges in ensuring that pellicles meet safety and environmental standards. Navigating complex regulations and meeting compliance requirements can be costly and time-consuming for manufacturers.

Drivers such as technological advancements, increasing demand, facility expansions, cost reduction, and sustainability shape the pellicle market. Challenges including high production costs, rapid technological changes, and regulatory compliance must be managed to navigate the market successfully. Understanding these factors is essential for strategic planning and market growth.

List of Pellicle Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies pellicle companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the pellicle companies profiled in this report include-

• Mitsu Chemicals
• SHIN-ETSU
• Micro Lithography
• S&S
• Fine Semitech
• ASML Holding
• Teledyne DALSA

Pellicle by Segment

The study includes a forecast for the global pellicle by lithography technology, application, and region.

Pellicle Market by Lithography Technology [Analysis by Value from 2018 to 2030]:

• ArF
• EUV
• KrF

Pellicle Market by Application [Analysis by Value from 2018 to 2030]:

• IC Bumping
• IC Foundry
• IC Substrate
• MEMS
• LED Package

Pellicle Market by Region [Analysis by Value from 2018 to 2030]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the Pellicle Market

The pellicle market, critical for semiconductor manufacturing, has seen notable advancements driven by the need for higher precision and efficiency in photolithography processes. Developments across key regions highlight innovations aimed at improving performance and reducing production costs. As technology evolves, these changes reflect the growing demand for advanced materials and processes in semiconductor fabrication.

• United States: In the United States, recent developments in the pellicle market focus on enhancing the durability and performance of pellicles used in semiconductor photolithography. Advances include the integration of new materials that increase resistance to contamination and improve optical clarity. Additionally, U.S. companies are investing in R&D to develop pellicles that can withstand higher-energy wavelengths, addressing the needs of next-generation photolithography equipment.
• China: China has made significant strides in the pellicle market by accelerating the development and production of high-quality pellicles for advanced semiconductor manufacturing. Recent advancements include improved manufacturing techniques that enhance the precision and consistency of pellicles. Chinese firms are also focusing on reducing production costs through automation and scaling up their facilities to meet the growing demand in the domestic and international markets.
• Germany: Germany is at the forefront of innovation in the pellicle market, with developments emphasizing the use of advanced polymer materials that offer superior performance in extreme photolithography conditions. German manufacturers are also integrating cutting-edge technologies to enhance the reliability and lifespan of pellicles. Additionally, there is a growing emphasis on sustainable production practices, aligning with Germany's broader environmental goals.
• India: In India, recent developments in the pellicle market reflect a growing focus on supporting the country's expanding semiconductor industry. Advances include the adoption of cost-effective pellicle manufacturing processes that cater to the needs of local semiconductor fabs. Indian companies are also exploring partnerships with international players to leverage advanced technologies and improve the quality and reliability of pellicles produced domestically.
• Japan: Japan has been actively advancing its pellicle technology with a focus on increasing precision and performance under high-resolution photolithography conditions.

Recent developments include the introduction of pellicles with enhanced thermal stability and reduced defects. Japanese firms are also investing in research to develop innovative materials that can handle the challenges posed by emerging semiconductor technologies.

Features of the Global Pellicle Market

Market Size Estimates: Pellicle market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.

Segmentation Analysis: Pellicle market size by lithography technology, application, and region in terms of value ($B).

Regional Analysis: Pellicle market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different lithography technology, application, and regions for the pellicle market.

Strategic Analysis: This includes M&A, new product development, and competitive landscape of the pellicle market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

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This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the pellicle market by lithography technology (ArF, EUV, and KrF), application (IC bumping, IC foundry, IC substrate, MEMs, and LED package), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?
• Market Report

Table of Contents

1. Executive Summary

2. Global Pellicle Market : Market Dynamics

• 2.1: Introduction, Background, and Classifications
• 2.2: Supply Chain
• 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1. Macroeconomic Trends (2018-2023) and Forecast (2024-2030)
• 3.2. Global Pellicle Market Trends (2018-2023) and Forecast (2024-2030)
• 3.3: Global Pellicle Market by Lithography Technology
  • 3.3.1: ArF
  • 3.3.2: EUV
  • 3.3.3: KrF
• 3.4: Global Pellicle Market by Application
  • 3.4.1: IC Bumping
  • 3.4.2: IC Foundry
  • 3.4.3: IC Substrate
  • 3.4.4: MEMS
  • 3.4.5: LED Package

4. Market Trends and Forecast Analysis by Region from 2018 to 2030

• 4.1: Global Pellicle Market by Region
• 4.2: North American Pellicle Market
  • 4.2.1: North American Pellicle Market by Lithography Technology: ArF, EUV, and KrF
  • 4.2.2: North American Pellicle Market by Application: IC Bumping, IC Foundry, IC Substrate, MEMS, and LED Package
• 4.3: European Pellicle Market
  • 4.3.1: European Pellicle Market by Lithography Technology: ArF, EUV, and KrF
  • 4.3.2: European Pellicle Market by Application: IC Bumping, IC Foundry, IC Substrate, MEMS, and LED Package
• 4.4: APAC Pellicle Market
  • 4.4.1: APAC Pellicle Market by Lithography Technology: ArF, EUV, and KrF
  • 4.4.2: APAC Pellicle Market by Application: IC Bumping, IC Foundry, IC Substrate, MEMS, and LED Package
• 4.5: ROW Pellicle Market
  • 4.5.1: ROW Pellicle Market by Lithography Technology: ArF, EUV, and KrF
  • 4.5.2: ROW Pellicle Market by Application: IC Bumping, IC Foundry, IC Substrate, MEMS, and LED Package

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Operational Integration
• 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global Pellicle Market by Lithography Technology
  • 6.1.2: Growth Opportunities for the Global Pellicle Market by Application
  • 6.1.3: Growth Opportunities for the Global Pellicle Market by Region
• 6.2: Emerging Trends in the Global Pellicle Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Capacity Expansion of the Global Pellicle Market
  • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global Pellicle Market
  • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

• 7.1: Mitsu Chemicals
• 7.2: SHIN-ETSU
• 7.3: Micro Lithography
• 7.4: S&S
• 7.5: Fine Semitech
• 7.6: ASML Holding
• 7.7: Teledyne DALSA