数家平台型上市企业在光刻材料领域的业务及项目布局（二）

Core Viewpoint - The article discusses the current state and future prospects of the semiconductor mask market in China, highlighting the dominance of international players and the low domestic production rates of high-end masks [1]. Group 1: Market Overview - The global semiconductor mask market is primarily consumed by wafer fabs or IDM manufacturers, with low-end products outsourced to independent third-party manufacturers [1]. - Major international companies such as Photronics (USA), Toppan (Japan), and DNP (Japan) dominate the Chinese semiconductor mask market [1]. - The domestic production rate of semiconductor masks in China is approximately 10%, with 90% of masks imported, and the localization rate for high-end masks is only 3% [1]. Group 2: Company Performance - Longtu Optoelectronics achieved a revenue growth of 17.59% in 2024 for flat panel display masks, driven by increased new product development and production scale [4]. - The revenue from semiconductor chip masks for Longtu Optoelectronics grew by 33.98% in 2024, attributed to enhanced technical capabilities and optimized product structure [4]. - The company has reached international standards for semiconductor masks above the 130nm process node, with successful mass production of 130nm masks and ongoing development for higher nodes [5]. Group 3: Product Capabilities - Longtu Optoelectronics has developed high-precision TFT masks and is advancing in high-specification semi-transparent masks and PSM technology [6]. - Lu Wei Optoelectronics reported a revenue increase of 30.21% in 2024, with significant growth in OLED masks and advanced packaging masks becoming a second growth curve [6]. - The company has achieved mass production of 180nm process node semiconductor masks and is working on 150nm and 130nm mask technologies [8]. Group 4: Industry Events - The 2025 TrendBank (5th) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts and industry leaders to discuss advancements and challenges in lithography technology [10].