2025年中国自动物料搬送系统（AMHS）行业发展背景、市场规模、企业格局及未来趋势研判：行业规模将突破百亿元，国产化替代空间广阔[图]

Core Insights - The AMHS (Automated Material Handling System) is essential for efficient wafer transport in semiconductor manufacturing, significantly reducing wait times and improving production efficiency [1][4] - The Chinese AMHS market is projected to reach 8.69 billion yuan in 2024, with a year-on-year growth of 38.5%, and is expected to exceed 10 billion yuan in 2025 [7][9] - The market is dominated by Japanese companies Dafa and Murata, which hold over 90% market share, while domestic AMHS adoption remains below 10% [8] AMHS Industry Overview - AMHS is widely used in semiconductor wafer factories, chip manufacturing, and packaging plants, enhancing production efficiency and product yield through standardized and automated processes [1][4] - The system consists of hardware (e.g., OHT, STB, STK) and software components (e.g., MCS, OCS, VCS), with OHT and OCS being the core elements [3] Market Dynamics - The Chinese semiconductor industry is rapidly expanding, with the number of wafer fabs increasing annually, creating significant market opportunities for AMHS [1][7] - The wafer manufacturing sector has stringent production requirements, with AMHS systems expected to handle up to 100,000 transport operations per day [7] Development Trends - The AMHS market in China is expected to grow steadily, with projections indicating a market size of 13.27 billion yuan by the end of 2027 [9] - New technologies such as AI and digital twin applications are anticipated to help domestic AMHS manufacturers overcome existing technological gaps and enhance system reliability [10] Competitive Landscape - Domestic AMHS suppliers are emerging, supported by national semiconductor industry policies, and are beginning to address the challenges posed by foreign suppliers [8] - Companies like MiFei Technology and DaoDa Intelligent Technology are gaining traction, with MiFei's SKYSAIL system achieving successful deployment in a 12-inch wafer fab [8] Investment and Financing - The trend towards domestic AMHS production is attracting investment, with several companies securing funding to enhance their capabilities and market presence [8]