材料汇·2025-12-30 14:50Key Points - The article discusses the dominance of Japanese companies in the global photoresist market, highlighting key players such as JSR, Tokyo Ohka, Shin-Etsu Chemical, and others, which cover a wide range of semiconductor, display panel, and PCB applications [2][3][4][6]. - It emphasizes the significant market shares held by these companies, with JSR leading in EUV photoresist, Tokyo Ohka excelling in various types of photoresists, and Shin-Etsu being a major supplier of semiconductor materials [2][3][4]. - The article also outlines the competitive landscape in Europe, the US, and South Korea, where companies like DuPont and Merck are noted for their technological advancements in the photoresist sector [5][6]. - Taiwanese companies are highlighted for their strong presence in the PCB and display sectors, with firms like Chang Hsing and Chi Mei leading in market share [7][8]. - The article concludes with an overview of mainland Chinese companies entering the photoresist market, focusing on their production capabilities and market strategies [10][14]. Group 1: Japanese Companies - JSR is a leading supplier of EUV photoresist, with a market share of 24% in ArF photoresist and significant revenue from its semiconductor and life sciences business [2]. - Tokyo Ohka has a comprehensive product line covering all semiconductor process nodes, with a market share of 22.8% in g/i line, 36.6% in KrF, and 38% in EUV photoresist [2]. - Shin-Etsu Chemical holds approximately 20% of the global semiconductor photoresist market and has a diverse range of semiconductor materials [2][3]. Group 2: European and American Companies - DuPont reported a net sales of $12.386 billion in 2024, with a significant portion from its electronic and industrial business, making it one of the top five semiconductor photoresist suppliers [4]. - Merck is recognized for its leadership in the TFT-LCD positive photoresist market and is advancing its EUV photoresist production capabilities [4]. - South Korean companies like Dongjin Semichem and LG Chem are focusing on domestic production of photoresists, leveraging support from major semiconductor firms like Samsung and SK Hynix [5][6]. Group 3: Taiwanese Companies - Chang Hsing is the global leader in PCB dry film photoresist, with a total revenue of approximately 10.2 billion RMB in 2024 [7]. - Chi Mei focuses on TFT-LCD color photoresist and has a market share of 20% in this segment, supported by its mainland subsidiary [7]. - Other notable Taiwanese firms include Eternal Materials and Daxin, which are expanding their product offerings in the semiconductor and display sectors [8]. Group 4: Mainland Chinese Companies - Companies like Jiangsu Nanda and Shanghai Xinyang are developing ArF and KrF photoresists, with Jiangsu Nanda achieving sales of over 10 million RMB from its ArF products [10][14]. - The article notes that while domestic companies are making strides in the photoresist market, they still rely heavily on imports for high-end products like EUV photoresists [14]. - The growth of these companies is supported by increasing demand in the semiconductor and display industries, with many firms actively pursuing R&D and validation processes [10][14].