全球及中国光刻胶行业研究及十五五规划分析报告

Core Viewpoint - The article discusses the significance and growth potential of the photoresist industry, particularly in semiconductor, display panel, and PCB applications, highlighting market size, growth rates, and key players in the sector [4][9][10][11]. Market Overview - The global photoresist market is projected to reach USD 7.3 billion by 2025 and USD 10.84 billion by 2032, with a compound annual growth rate (CAGR) of 5.8% from 2026 to 2032 [4]. - The semiconductor photoresist market is expected to grow from USD 3.339 billion in 2025 to USD 5.206 billion by 2032, with a CAGR of 6.73% [9]. - The display panel photoresist market is forecasted to increase from USD 1.979 billion in 2025 to USD 2.686 billion by 2032, with a CAGR of 4.04% [10]. - The PCB photoresist market is anticipated to grow from USD 1.983 billion in 2025 to USD 2.951 billion by 2032, with a CAGR of 5.89% [11]. Consumption and Production Insights - China is the largest consumer of photoresists, holding a 35.14% market share in 2025, followed by Taiwan and South Korea with 20.39% and 19.49% respectively [11]. - Major production regions include Japan (53.87%), North America (8.59%), Taiwan (10.92%), South Korea (9.45%), and mainland China (9.72%) [11]. - The semiconductor photoresist segment is the largest, accounting for 45.73% of the market in 2025, expected to rise to 48.31% by 2032 [11]. Key Players - Major companies in the semiconductor photoresist market include Tokyo Ohka Kogyo, JSR, Shin-Etsu Chemical, Qnity, Fujifilm, and Sumitomo Chemical, which collectively hold approximately 83.91% of the market share in 2025 [12][13]. - In the display panel photoresist sector, leading firms include Fujifilm, Sumitomo Chemical, Merck KGaA, and JSR, with the top seven companies accounting for about 71.73% of the market share [14]. - For PCB photoresists, key manufacturers include Asahi Kasei, Eternal Materials, Resonac, and others, with the top six companies holding around 67% of the market share [14]. Future Trends - The semiconductor photoresist market is expected to experience moderate recovery and a shift towards advanced processes, particularly with EUV photoresists showing the fastest growth [15][16]. - The demand for DUV photoresists will remain stable due to ongoing advancements in DRAM and 3D NAND technologies, while advanced packaging techniques will increase the use of thick film photoresists [17][18]. Policy Environment - The article outlines various government policies aimed at promoting the semiconductor materials industry, including tax incentives and support for key materials like photoresists [20].