研判！2025年中国二维半导体材料行业发展背景、相关政策、市场规模及未来趋势分析：二维半导体材料产业应用逐步推进[图]

Core Viewpoint - The development of two-dimensional (2D) materials, particularly graphene, has gained significant attention due to their unique electrical properties and potential applications in various fields, including semiconductors, photonics, and quantum computing [1][2][9]. Industry Overview - Two-dimensional materials are defined as materials with atomic layer thickness in one dimension while maintaining larger dimensions in the other two. Graphene is the most well-known example, first isolated in 2004, showcasing exceptional electrical properties [1][2]. - The global market for 2D semiconductor materials is projected to reach $1.8 billion by 2024, with graphene accounting for 45% of this market due to its superior conductivity and mechanical strength [14]. Market Status - The semiconductor materials market is expected to generate $67.5 billion in revenue in 2024, with a year-on-year growth of 3.8%. This growth is driven by the recovery of the semiconductor industry and the increasing demand for advanced materials in high-performance computing and high-bandwidth memory [5][7]. - Taiwan, mainland China, and South Korea are the top three markets for semiconductor materials, collectively accounting for 65% of the global market share. Taiwan leads with a market size of $20.09 billion, while mainland China is projected to reach $13.458 billion in 2024, growing by 5.3% [7]. Development Background - The evolution of semiconductor materials has transitioned from first-generation silicon and germanium to second-generation compound semiconductors and third-generation wide-bandgap semiconductors. 2D semiconductor materials have emerged as a key area of research since the discovery of graphene, addressing the limitations of traditional materials [9][20]. - The Chinese government has included 2D semiconductor materials in its list of frontier materials, providing substantial policy support to encourage development and commercialization [11][13]. Technological Advancements - Significant breakthroughs in 2D semiconductor technology have been achieved, including the successful batch production of transition metal dichalcogenides (TMDs) and the development of a 32-bit RISC-V architecture microprocessor based on 2D materials [16][18]. - The industry is witnessing advancements in channel engineering, contact engineering, gate stacking, and integration technology, which are crucial for the large-scale fabrication of 2D semiconductor devices [18][19]. Future Trends - The unique physical properties and broad application potential of 2D semiconductor materials position them as a critical technology direction in the post-Moore era. With ongoing support from policies and market demand, the industry is expected to overcome key technological bottlenecks and drive a new wave of industrial revolution in fields such as optoelectronics and flexible electronics [20].