The current status and market size of China's semiconductor photomasks (commonly known as masks or photomasks) in 2023 can be summarized from the following aspects:
Current Status
1. Localization Trend:
- With the continuous advancement of semiconductor localization, the status of semiconductor masks has gradually improved, and the localization rate has also shown an upward trend.
Domestic companies such as SMIC Photomask Factory, China Resources Disi Micro (a subsidiary of China Resources Microelectronics), Longtu Photomask, Qingyi Optoelectronics, and Luwei Optoelectronics have all made layouts in this field.
- Among them, SMIC Photomask Factory and China Resources Disi Micro are mainly self-built supporting factories for wafer fabs, and their products are mainly used internally and partially provided to the outside world; while Longtu Photomask, Qingyi Optoelectronics, Luwei Optoelectronics, etc. are independent third-party mask manufacturers, and their process level and market share are among the best among domestic companies.
2. Technology and Application:
- Semiconductor masks play the role of photolithography molds in semiconductor production. They have high technical barriers, high entry barriers, and strong dependence on proprietary technologies.
- Mask products can be exposed and reused multiple times, and their demand depends not only on the overall scale of the semiconductor industry, but also on product innovation in the downstream semiconductor industry. With the continuous iteration and innovation of semiconductor products, the demand for masks is also increasing.
3. Market competition:
- The global semiconductor mask market is mainly controlled by companies such as Photronics in the United States, Toppan in Japan, and DNP in Japan, with a high market concentration. Domestic companies have a relatively small market share in this field, but are gradually increasing.
Market size
1. Overall market size:
- According to relevant reports, the global semiconductor mask market size continues to grow. Specifically for the Chinese market, although the market size in 2023 is not directly given in specific figures, it can be inferred from relevant data and trends.
- For example, according to SEMI data, masks account for about 12% of the semiconductor material market size.
According to another report, the semiconductor material market size in mainland China is expected to be US$16.3 billion in 2023.
It is estimated that the market size of China's semiconductor mask in 2023 will be approximately US$1.956 billion (approximately RMB 13.96 billion, the exchange rate is based on the current situation, and the actual value may fluctuate).
2. Market size by segment:
- From the perspective of application structure, semiconductor chips are the main application field of mask, accounting for up to 60%. Therefore, the market size of semiconductor chip mask dominates the overall mask market.
- In addition, with the development of flat panel display, touch industry, circuit board and other fields, the demand for mask in these fields is also increasing, providing a new growth point for the mask market.
In summary, in 2023, China's semiconductor photomask industry will continue to grow and develop under the impetus of the localization trend, and the market size will continue to grow.
At the same time, with the continuous innovation of semiconductor products and the expansion of downstream application fields, the demand for mask will continue to increase.
However, it should be noted that due to the timeliness and volatility of market data, the above data and information are for reference only.