倒计时4天！江苏路芯、宁波冠石、圣泉集团、华睿芯材、徐州博康、中科院纳米所、复旦、上海光源齐聚【第2届光掩模与光刻胶产业论坛】

Core Viewpoint - The article discusses the rapid growth of China's demand for high-end photomasks and the challenges faced in technology development, production capacity, and industry integration, highlighting the market opportunities and future prospects for the photomask and photoresist industries in China [3]. Group 1: Industry Overview - The global semiconductor photomask market grew from $4.04 billion in 2018 to $4.9 billion in 2022, with a compound annual growth rate (CAGR) of 4.9%. It is expected to reach approximately $5.5 billion by 2025 [3]. - By 2025, it is anticipated that the third-party photomask market in China will account for about 70% of the total market, with projections indicating that the Chinese photomask market could reach 12 billion yuan by 2030 [3]. Group 2: Domestic Market Dynamics - Major global players in the photomask market include Photronics, Toppan, and DNP, which collectively hold over 80% market share. In China, local companies such as Luvi Optoelectronics, Qingyi Optoelectronics, and Guanshi Technology are enhancing their competitiveness and making progress in domestic substitution [3]. - The market size for semiconductor photoresists in China is projected to be 3.96 billion yuan in 2023, with domestic sales revenue at 1.01 billion yuan. It is expected to grow to 1.31 billion yuan in 2024 [3]. Group 3: Technological Advancements - Domestic manufacturers are accelerating research and development in the ArF photoresist sector, achieving significant breakthroughs. Leading companies in this field include Shanghai Xinyang, Nanda Optoelectronics, and Rongda Photosensitive [3][6].