5年翻3倍！玻璃晋升半导体关键材料

Group 1 - The core viewpoint is that glass is transitioning from a niche material to a strategic material in the semiconductor industry, with applications expected to grow nearly threefold by 2030 [1][2][5] - Glass is becoming a core material for both temporary and permanent functions in semiconductor manufacturing, with carrier wafers being the largest revenue source [2][5] - The demand for glass is projected to grow at a compound annual growth rate (CAGR) of 10.2% from 2025 to 2030, driven by the increasing complexity of packaging processes transitioning from 2D to 3D [2][5] Group 2 - By 2030, glass material revenue is expected to grow at a CAGR of 9.8%, solidifying its position as a mainstream semiconductor processing platform [5] - The most dynamic sector for glass is the CIS field, which is anticipated to account for two-thirds of total glass revenue by 2025, driven by high demand in smartphone and automotive imaging applications [5] - The memory segment is projected to have the highest growth potential, with a CAGR of 33% from 2025 to 2030, particularly in HBM applications [5][6] Group 3 - The glass supply chain is expected to evolve similarly to the IC substrate industry by 2030, characterized by regional redundancy and detailed specification requirements [9] - Major companies like AGC, PlanOptik, Corning, and Schott are projected to account for about 90% of global revenue by 2025, indicating high market concentration [9] - The transition in the glass supply chain will provide competitive advantages to companies that master capacity and reuse strategies [9] Group 4 - Glass substrates are being developed to replace traditional PCB materials, enhancing power efficiency and thermal resistance, with significant advantages in reducing warpage [10] - South Korean companies, including Samsung, SK, and LG, are actively pursuing the commercialization of glass substrates to expand their market presence in next-generation semiconductor applications [10]