Abstract:As an important part of semiconductor materials, reticles account for about 12% of the market size of semiconductor materials, second only to silicon wafers and electronic special gases. In 2022, the global semiconductor mask market size will be US$8.376 billion, and the Chinese market will be US$1.668 billion, accounting for 23.24% of the global market share. In the future, with the continuous rise of the capacity of the semiconductor industry, the scale of China's semiconductor mask market will continue to increase, and its global market share will continue to expand.
1. Definitions and Classification
The Mask Template is a key tool used in the lithography process in semiconductor manufacturing. It is a graphical or graphical file that is used to define patterns that form different hierarchies on the surface of a chip. According to its use and design characteristics, semiconductor masks can be divided into lithography mask templates, etching mask templates, metal mask templates, multilayer mask templates, size correction mask templates, special process mask templates, etc. In semiconductor manufacturing, different types of mask templates play a key role in different process steps to ensure the correct manufacturing of the chip.
Second, industry policies
1. Competent departments and regulatory systems
The competent authority of the mask industry is the Ministry of Industry and Information Technology, and the self-regulatory organizations of the industry are mainly China Semiconductor Industry Association and China Electronic Materials Industry Association, and the Ministry of Industry and Information Technology and industry associations constitute the management system of the mask industry.
2. Relevant policies
Relevant national support policies have clarified the strategic position of the semiconductor industry in the national economy. As the upstream core material of the semiconductor industry, the mask has high technical barriers, low domestic production rate, and long-term dependence on foreign imports. The "14th Five-Year Plan for the Development of National Informatization" proposes to accelerate the research and development of key technologies for integrated circuits, accelerate the research and development of key materials such as integrated circuit design tools, key equipment and high-purity targets, and promote breakthroughs in characteristic processes such as insulated gate bipolar transistors (IGBTs) and microelectromechanical systems (MEMS); In terms of intellectual property rights, many preferential policies have been given to the integrated circuit industry and software, and it is clarified that within the specified period, the import of productive raw materials and consumables for the import of production raw materials and consumables by integrated circuit manufacturers with special processes with a line width of less than 0.25 microns (inclusive) shall be exempted. The Chinese government has promulgated a series of policies and regulations to issue and implement policies, which have given policy support to the semiconductor industry and its key materials from multiple perspectives, created a good business environment for the mask industry and its upstream and downstream industries, and effectively promoted the development of China's semiconductor mask industry.
3. Industry barriers
The entry threshold of the third-party semiconductor mask industry is not only reflected in the investment in equipment and talents, but also in the accumulation of proprietary technology. At present, the concentration of the semiconductor mask industry is high, and the main competitors in order to gain more market share, take measures such as increasing capital investment and price competition, which will lead to intensified competition in the industry, which also forms a higher barrier to new entrants.
Fourth, the industrial chain
At present, the industrial chain links of China's semiconductor industry, such as software, equipment and key materials, are not perfect. Semiconductor mask is a key component of the semiconductor manufacturing process, and the upstream of the industrial chain involves multiple steps and fields such as chip circuit design and lithography technology, and these highly specialized technologies and processes play a vital role in the success of semiconductor manufacturing. From the perspective of the core raw materials and equipment for mask manufacturing, quartz substrates, the core raw materials of high-precision semiconductor masks, are still monopolized by Japanese and South Korean companies, and the equipment is still mainly dependent on imports.
The semiconductor mask industry is located in the midstream, and the main competitors include Photronics of the United States, Toppan of Japan, DNP of Japan, Taiwan Mask of China, and China Resources D&S Micro and Micro Mask of Chinese mainland. The downstream of its industrial chain is used in logic circuit manufacturing, analog circuit manufacturing, power device manufacturing, MEMS sensor manufacturing, IC packaging and other fields. Reticles are key materials in the semiconductor manufacturing process and are used in the lithography of semiconductor manufacturing.
Note: This article is transferred from the Zhiyan Industry Encyclopedia platform, if you need to get more industry information and customized services, you can enter the official website of Zhiyan Consulting to search and view.
Zhiyan Industry Encyclopedia is a production and research tool platform launched by Zhiyan Consulting, which is committed to providing you with a full range of encyclopedic industry information query services. Zhiyan Consulting practices the corporate mission of driving industrial development with information, improves and enriches enterprise methodology, relies on the industry encyclopedia platform to enhance the value of information, and continues to empower industry development and enterprise investment decision-making. As a one-stop systematic research tool for the semiconductor mask industry, the semiconductor mask industry encyclopedia comprehensively summarizes the knowledge and information of the semiconductor mask industry, covering the definition, classification, policy, industrial chain, competition pattern, development trend of the semiconductor mask industry, etc., and relies on information technology to establish an industry knowledge graph of intelligent interchain, providing in-depth insight and comprehensive information for industry research practitioners and relevant investors.
Zhiyan Consulting takes "using information to drive industrial development and empower enterprise investment decision-making" as its brand concept. Provide professional industrial consulting services for enterprises, including high-quality industry research reports, special customization, monthly topics, feasibility study reports, business plans, industrial planning, etc. It also provides weekly/monthly/quarterly/annual reports and customized data such as regular reports, covering policy monitoring, corporate dynamics, industry data, product price changes, investment and financing overview, market opportunities and risk analysis, etc.