Core Viewpoint - The demand for anti-reflective coatings (ARC) is expected to grow significantly in China, driven by the rapid development of the semiconductor manufacturing industry and advancements in technology [2][3]. Group 1: Industry Overview - Anti-reflective coatings are functional thin film materials that suppress interface light reflection and enhance light transmittance, primarily used in photolithography processes within the semiconductor manufacturing sector [1]. - The types of anti-reflective coatings include organic and inorganic coatings, top anti-reflective coatings (TARC), bottom anti-reflective coatings (BARC), multi-layer, and single-layer coatings [1]. - BARC is noted for its ability to control reflection at interfaces and effectively reduce standing wave effects, making it widely applicable [1]. Group 2: Market Trends and Projections - According to a report by the New Thinking Industry Research Center, the Chinese chip production is projected to reach 451.4 billion units in 2024, representing a year-on-year growth of 22.2% [2]. - The application of anti-reflective coatings in the chip manufacturing process is crucial for absorbing reflective light generated during photolithography [2]. - The market for anti-reflective coatings in China is expected to expand further as downstream industry conditions improve [2][3]. Group 3: Key Players - Major global producers of anti-reflective coatings include DuPont, Shin-Etsu, JSR, DONGJIN SEMICHEM, and Merck [2]. - In China, leading manufacturers include Hengkun New Materials and Mega Chip Color, with Hengkun New Materials already capable of large-scale production of BARC, leading in sales within the domestic industry [2].
光刻核心材料突围！抗反射涂层（ARC）打破欧美日韩垄断，国产龙头已实现规模化量产