日本半导体材料现状

Industry Overview - Japanese companies hold approximately 52% of the global semiconductor materials market, with North America and Europe holding around 15% each [4] - Japan dominates 14 out of 19 key semiconductor materials, including silicon wafers, photoresists, CMP materials, and epoxy molding compounds [4] - Japanese firms hold significant market shares in key materials: 56% for 300mm wafers, 87% for ArF photoresists, and 100% for EUV photoresists [5] Photoresist Market - Photoresists are critical materials for pattern transfer in semiconductor manufacturing, with different types used for various technology nodes [8] - Japanese companies dominate 90% of the global photoresist market, with JSR, TOK, Shin-Etsu, and Sumitomo Chemical leading the sector [10] - The global photoresist market is expected to grow from $2.64 billion in 2022 to $4.5 billion by 2030, with a 6.9% CAGR [15] - Inorganic photoresists, particularly those containing hafnium-zirconium nanoparticles, are emerging as a potential solution for sub-10nm nodes [12][13] Key Companies - Photoresist - Tokyo Ohka Kogyo (TOK) holds 23.1% of the global photoresist market, with strong positions in KrF (33.7%) and g/i-line (18.6%) photoresists [18] - TOK's revenue is expected to grow 19.2% to ¥193.4 billion in FY2024, with operating profit projected to increase 29% to ¥29.3 billion [18] - The company is expanding production capacity, with new facilities planned in Japan and South Korea to meet growing demand [26] Silicon Wafer Market - Silicon wafers are essential for 95% of semiconductor devices and 90% of ICs, with three main types: polished, epitaxial, and SOI wafers [29] - Japanese companies Shin-Etsu and SUMCO hold the top two positions in the global silicon wafer market, with 28% and 22.9% market share respectively [32] - The global silicon wafer market is projected to grow from $12.2 billion in 2023 to $17.5 billion by 2032, with a 4.1% CAGR [34] Key Companies - Silicon Wafers - Shin-Etsu Chemical holds 28% of the global silicon wafer market, with 60% of its electronic materials revenue coming from silicon wafers [36][41] - The company's silicon wafer business focuses on 300mm wafers, with 60% used for memory and 40% for logic applications [41] - Shin-Etsu also leads in EUV photoresists with 35% market share and ArF photomask blanks with 60% market share [41] Epoxy Molding Compounds (EMC) Market - EMC is used in over 95% of microelectronic devices, providing protection and insulation for semiconductor chips [47] - The global EMC market is expected to grow from $7.4 billion in 2021 to $9.9 billion by 2027, driven by EV and data center demand [53] - Japanese and US companies dominate the high-end EMC market, while Chinese manufacturers mainly serve domestic demand for traditional packaging [51] Key Companies - EMC - Sumitomo Bakelite holds approximately 40% of the global EMC market, with semiconductor materials contributing 29% of revenue but 52% of operating profit [55][57] - The company plans to expand production capacity in China and Taiwan to meet growing demand, targeting ¥112 billion in semiconductor materials revenue by 2026 [59][60] - Sumitomo Bakelite is focusing on advanced materials for 5G, automotive, and power module applications, with a goal to increase operating margin to 20.5% by 2026 [59]