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市場調査レポート
商品コード
1624869
フォトレジスト市場:タイプ別、化学タイプ別、用途別、地域別、2024年~2031年Photoresist Market By Type, Chemical Type, Application (Semiconductors, Printed Circuit Boards, Microelectromechanical Systems ), & Region for 2024-2031 |
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フォトレジスト市場:タイプ別、化学タイプ別、用途別、地域別、2024年~2031年 |
出版日: 2024年08月10日
発行: Verified Market Research
ページ情報: 英文 202 Pages
納期: 2~3営業日
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家電、自動車、通信などの業界からの需要増加により、より小型で高性能なチップの必要性が高まり、半導体製造におけるフォトレジストの使用量が増加しています。この需要は、洗練された高性能チップを必要とする5G技術、モノのインターネット(IoT)、人工知能(AI)の拡大によってさらに促進され、2024年には50億8,000万米ドル、2031年には79億7,000万米ドルに達しています。
さらに、極端紫外線(EUV)リソグラフィなどのリソグラフィ技術の進歩は、現代の半導体製造の精度と品質要件を満たすことができる高度なフォトレジストへの需要を押し上げており、2024年から2031年にかけて約6.39%のCAGRで成長する見込みです。
フォトレジスト市場定義/概要
フォトレジストは、半導体ウエハーやプリント基板(PCB)、その他の電子部品にパターンを形成するフォトリソグラフィーや写真製版プロセスで使用される感光性材料です。主に半導体産業において、集積回路、微小電気機械システム(MEMS)、ディスプレイパネルの製造に使用されています。フォトレジストの将来は、先端エレクトロニクス、5G技術、人工知能、小型化デバイスに対する需要の高まりにより、有望視されています。極端紫外線(EUV)リソグラフィと環境に優しいフォトレジストにおける革新は、次世代半導体製造におけるフォトレジストの用途を広げると期待されています。
極端紫外線リソグラフィ(EUV)の利用拡大は、フォトレジスト市場の重要な促進要因です。この最先端技術は、より小さく、より強力で、エネルギー効率の高いマイクロチップの製造を可能にすることで、半導体産業を変革しています。EUVリソグラフィは、7ナノメートル以下のフィーチャーサイズの回路パターンの作成を可能にし、これは電子デバイスの継続的な進歩に不可欠です。
半導体産業協会(SIA)の報告書によると、世界の半導体売上高は2022年に5,735億米ドルに達し、その後もさらなる成長が見込まれています。この増加は主に、5Gネットワーク、人工知能、モノのインターネット(IoT)機器など、さまざまな用途で高度なチップに対する需要が高まっているためです。EUV技術の利用は、需要を満たす上で重要な役割を果たしています。例えば、2024年1月、ASMLは、これまでに100台のEUVシステムを出荷したと報告し、需要の増加に対応するために生産を増強する計画であることを明らかにしました。このようなEUVシステム導入の増加は、特殊なEUVフォトレジストに対する需要の増加に直接対応するものであり、EUVを新たに導入するたびに、チップ生産用のこれらの材料の安定供給が必要となるからです。
2024年3月、サムスン電子は、2030年までに先端チップ技術に1,160億米ドルを投資する計画を発表したが、その大部分はEUVベースの生産ラインに向けられたものです。この投資はEUVフォトレジストの需要を大幅に押し上げると予想されます。さらに、2022年8月に成立した米国CHIPS・科学法では、米国の半導体研究開発・生産のために527億米ドルが確保されました。この資金の一部は、特にEUV技術とフォトレジストなどの関連材料の発展を目的としています。
特に半導体製造が複雑化し、より高度な材料が求められるようになると、高いコストと継続的なメンテナンス費用がフォトレジスト市場の成長を阻害する可能性があります。特に極端紫外線(EUV)リソグラフィのような最先端技術向けの高性能フォトレジストを作るには、研究開発に多額の投資をする必要があります。これらのコストは、精密な製造と厳しい品質管理対策が要求されるため、製造コストが上昇し、さらに悪化します。フォトレジストメーカーは、これらのコストを半導体企業に転嫁するため、財務的負担の増大により、特に小規模な企業や予算が厳しい企業での採用が遅れる可能性があります。
初期開発コストに加え、フォトリソグラフィ装置の継続的なメンテナンスやアップグレードが全体的な費用に上乗せされます。最先端の半導体製造プロセスで使用されるフォトレジストは、頻繁な処方変更と、進化するリソグラフィ技術との互換性が必要です。このため、装置の再キャリブレーション、材料テスト、プロセスの最適化などの追加コストが発生します。これらの要因は、不安定な原材料価格と相まって、生産コストと業務効率のコントロールが困難な環境を生み出し、特定の地域や産業における市場の成長を制限する可能性があります。
Rising demand from industries such as consumer electronics, automotive, and telecommunications has increased the need for smaller, more powerful chips, resulting in greater use of photoresists in semiconductor manufacturing. This demand has been fueled further by the expansion of 5G technology, the Internet of Things (IoT), and artificial intelligence (AI), all of which require sophisticated, high-performance chips is suppressing USD 5.08 Billion in 2024 and reachingUSD 7.97 Billion by 2031.
Furthermore, advances in lithography techniques, such as extreme ultraviolet (EUV) lithography, are driving up demand for advanced photoresists that can meet the precision and quality requirements of modern semiconductor fabrication is expected to grow at aCAGR of about 6.39% from 2024 to 2031.
Photoresist Market: Definition/ Overview
Photoresist is a light-sensitive material used in photolithography and photoengraving processes to create patterns on semiconductor wafers, printed circuit boards (PCBs), and other electronic components. It is primarily used in the semiconductor industry to manufacture integrated circuits, microelectromechanical systems (MEMS), and display panels. The future of photoresists looks promising, thanks to rising demand for advanced electronics, 5G technology, artificial intelligence, and miniaturized devices. Innovations in extreme ultraviolet (EUV) lithography and environmentally friendly photoresists are expected to broaden its applications in next-generation semiconductor manufacturing.
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The growing use of Extreme Ultraviolet Lithography (EUV) is a significant driver for the photoresist market. This cutting-edge technology is transforming the semiconductor industry by enabling the creation of smaller, more powerful, and energy-efficient microchips. EUV lithography enables the creation of circuit patterns with feature sizes as small as 7 nanometers or less, which is critical for the continued advancement of electronic devices.
According to a Semiconductor Industry Association (SIA) report, global semiconductor sales will reach USD 573.5 Billion in 2022, with further growth expected in subsequent years. This increase is primarily due to the growing demand for advanced chips in a variety of applications, including 5G networks, artificial intelligence, and Internet of Things (IoT) devices. The use of EUV technology is playing an important role in meeting demand. For instance, in January 2024, ASML reported that it had shipped 100 EUV systems to date, with plans to ramp up production to meet rising demand. This increase in EUV system deployment corresponds directly to an increase in demand for specialized EUV photoresists, as each new EUV installation necessitates a steady supply of these materials for chip production.
In March 2024, Samsung Electronics announced plans to invest USD 116 Billion in advanced chip technology by 2030, with a significant portion going toward EUV-based production lines. This investment is expected to boost demand for EUV photoresists significantly. Furthermore, in August 2022, the US CHIPS and Science Act, passed, sets aside USD 52.7 Billion for American semiconductor research, development, and production. A portion of this funding is specifically intended to advance EUV technology and its associated materials, such as photoresists.
High costs and ongoing maintenance expenses may stymie the growth of the photoresist market, especially as semiconductor manufacturing becomes more complex and requires more advanced materials. Creating high-performance photoresists, particularly for cutting-edge technologies such as extreme ultraviolet (EUV) lithography, necessitates significant investment in R&D. These costs are exacerbated by the requirement for precision manufacturing and stringent quality control measures, which raises production costs. As photoresist manufacturers pass these costs on to semiconductor companies, the increased financial burden may slow adoption, especially among smaller players or those with tighter budgets.
In addition to the initial development costs, ongoing maintenance and upgrades to photolithography equipment add to the overall expenses. Photoresists used in advanced semiconductor fabrication processes necessitate frequent formulation changes and compatibility with evolving lithography technologies. This incurs additional costs for machine recalibration, material testing, and process optimization. These factors, combined with volatile raw material prices, create an environment in which controlling production costs and operational efficiency becomes difficult, potentially limiting market growth in certain regions or industries.
The growing demand for positive photoresists is expected to drive the photoresist market. Positive photoresists provide superior resolution and precision, making them highly desirable in advanced semiconductor manufacturing processes like microchips, memory devices, and integrated circuits. As industries such as consumer electronics, telecommunications, and automotive shift to smaller and more powerful devices, the demand for positive photoresists grows. In July 2024, JSR Corporation announced that it would expand its research into extreme ultraviolet (EUV) photoresists, with a focus on positive photoresist formulations to meet the semiconductor industry's growing demand. This highlights the market's growing reliance on positive photoresists.
In May 2024, the United States government announced funding initiatives to support domestic semiconductor manufacturing under the CHIPS Act. A portion of this funding will go toward advancing photolithography technologies, such as the creation of high-resolution positive photoresists to support local semiconductor production. These investments are likely to drive further growth in the positive photoresist market, as countries seek to strengthen their semiconductor supply chains in response to rising global demand for advanced electronic devices.
However, the negative photoresists segment is expanding at the fastest rate, owing to its growing use in applications such as flexible electronics, MEMS, and sensors, which require thicker films and greater durability. This expansion is fueled by advancements in technologies such as 5G and AI, as well as increased government investment in semiconductor research.
The growing use of ArF immersion photoresists is a major driver boosting growth of the photoresist market, especially as semiconductor manufacturers seek more advanced and precise lithography techniques. ArF immersion photoresists are required to create smaller, more powerful nodes (7nm and below), which are critical in the development of high-performance processors, memory chips, and other advanced electronic components. As industries like 5G, AI, and IoT expand, so does the demand for high-precision photoresists. In June 2024, Tokyo Electron announced a collaboration with major semiconductor manufacturers to improve its ArF immersion lithography systems, with a focus on compatibility with advanced photoresists to meet the growing demand for miniaturization in semiconductor fabrication.
In April 2024, South Korea's Ministry of Trade, Industry, and Energy launched an initiative to strengthen its semiconductor ecosystem by investing in advanced photolithography technologies such as ArF immersion. This program aims to increase local production capabilities while reducing reliance on foreign suppliers. Such government support, combined with increased investments in semiconductor manufacturing infrastructure, is expected to drive demand for ArF immersion photoresists, resulting in overall market growth as countries compete to lead in cutting-edge semiconductor technologies.
KrF photoresists are the second fastest-growing segment, driven by their use in mid-range semiconductor manufacturing. KrF photoresists are used in larger node processes (above 90nm), making them useful in industries like automotive electronics and industrial equipment. As these industries grow and require more durable chips, the demand for KrF photoresists increases.
Country/Region-wise
The robust and rapidly expanding semiconductor manufacturing industry in Asia Pacific is a major driver of the global photoresist market. Taiwan, South Korea, China, and Japan are the primary drivers of this growth, having established themselves as key players in the global semiconductor supply chain.
In February 2024, According to a Semiconductor Industry Association (SIA) report published the Asia Pacific region accounted for 67% of global semiconductor manufacturing capacity in 2023, with projections indicating that share could reach 70% by 2026.
Government initiatives in the Asia Pacific region are also playing an important role in boosting the semiconductor industry, and thus the photoresist market. In China, the government's "Made in China 2025" initiative aims to boost the country's semiconductor self-sufficiency to 70% by 2025. As part of this strategy, the Chinese government announced a USD 150 Billion investment package in December 2023 to boost domestic semiconductor research and manufacturing, including advances in photoresist technology. In April 2024, According to an International Trade Administration report published the photoresist market in Asia Pacific will grow at a CAGR of 7.5% from 2024 to 2029, outpacing the global average of 6.2% and cementing the region's role as a key driver of the global photoresist market.
Growing government initiatives in North America are expected to boost the photoresist market significantly. Recent policy actions and funding programs aimed at strengthening domestic semiconductor production have been key drivers of this growth. For instance, in August 2024, the US Department of Commerce announced an expansion of CHIPS Act funding, which includes significant investments in photolithography technologies and materials, such as photoresists. This initiative aims to increase local manufacturing capabilities and reduce reliance on foreign suppliers, thereby directly impacting demand for advanced photoresists as semiconductor companies ramp up production to meet new technological standards.
In May 2023, Canada's government announced its Semiconductor Action Plan, committing CAD USD 250 Million (approximately USD 185 Million) to strengthen the country's semiconductor ecosystem. This strategy includes substantial investments in photonics and advanced materials research, which are critical for developing next-generation photoresists. Additionally, in March 2024 , Journal of Photopolymer Science and Technology, it is predicted that these government initiatives will result in a 30% increase in advanced photoresist consumption in North America by 2028, compared to 2023 levels, highlighting the significant impact of government support on the photoresist market.
The competitive landscape of the photoresist market is shaped by the rapid advancements in semiconductor manufacturing, increasing demand for advanced lithography techniques, and the rise of smaller, more efficient electronic devices. Companies focus on innovation and strategic partnerships with semiconductor manufacturers to meet the growing demand for high-performance photoresist materials. Regional players in Asia-Pacific, particularly in Japan and South Korea, are also expanding their market presence due to the strong growth of electronics and semiconductor industries in these regions. Furthermore, environmental regulations are pushing manufacturers to develop eco-friendly photoresists.
Some of the prominent players operating in the photoresist market include:
JSR Corporation (JSR)
Fujifilm Holdings America Corporation
DuPont Electronics & Imaging
Sumitomo Chemical Co. Ltd.
Asahi Kasei Corporation
DJ Microlaminates
KOLON Industries, Inc.
Microchemicals GmbH.
In November 2024, Foundries announced that it had implemented new ArF immersion photoresists from a leading supplier to improve its semiconductor fabrication processes. This move is consistent with their strategy to improve manufacturing capabilities and meet the growing demand for high-performance chips.
In December 2024, BASF announced the introduction of a new line of photoresists with improved performance characteristics for 3D NAND memory devices. This development aims to support the increasing complexity and density of memory chip production.
In September 2024 Dow Inc. announced the acquisition of a photoresist technology firm to strengthen its portfolio in the semiconductor materials industry. Dow's acquisition aims to strengthen its capabilities in the development of advanced photoresists for high-precision applications.