Investment Rating - The vacuum coating industry is rated as 5 stars [32] Core Insights - The vacuum coating industry has high technical barriers, a wide range of applications, and high profit margins. The market size has been continuously growing, with a compound annual growth rate (CAGR) of 8.47% from 2019 to 2023. It is expected to grow at a CAGR of 9.6% from 2024 to 2028, reaching 460 million RMB [2][29][32] Industry Definition - Vacuum coating is a surface treatment technology that deposits materials in a gaseous or plasma state onto solid substrates in a high vacuum environment, ensuring the purity and quality of the films [3][5] Industry Classification - The vacuum coating industry is mainly classified into Physical Vapor Deposition (PVD), Chemical Vapor Deposition (CVD), and Atomic Layer Deposition (ALD), each with specific operational principles and application scenarios [5][8] Industry Characteristics - The vacuum coating industry features high technical barriers, innovative business models, and high profit margins. Leading international companies have profit margins exceeding 50%, while Chinese companies have slightly lower margins [9][12] Development History - The vacuum coating technology has evolved through three stages: its inception in 1817, industrial application in the 1930s, and large-scale production post-1990, driven by technological advancements and market demand [13][16] Industry Scale - The market size of the vacuum coating industry grew from 208 million RMB in 2019 to 289 million RMB in 2023, with an expected increase to 455 million RMB by 2028 [29][32] Upstream Analysis - The upstream of the vacuum coating industry consists of equipment components, with mechanical parts accounting for the highest cost share. The price changes of these components are influenced by market demand [17][20] Midstream Analysis - The midstream market for vacuum coating equipment is dominated by foreign companies, while domestic manufacturers are working to enhance their technological capabilities [24][25] Downstream Analysis - The downstream applications of vacuum coating technology are primarily in consumer electronics, integrated circuits, and high-end optics, all of which have high technical barriers [27][28] Policy Overview - Government policies are supportive of the vacuum coating industry, promoting technological innovation and market expansion, particularly in new materials and advanced manufacturing sectors [33][35] Competitive Landscape - The high-end vacuum coating market is primarily led by international companies such as Applied Materials and AIXTRON, while Chinese companies are gradually improving their technological capabilities [40][41]
企业竞争图谱：2024年真空镀膜 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-12-12 12:31