High-end products rely on imports. my country’s semiconductor photoresist industry still needs to develop towards high-end

Semiconductor photoresist is an important chemical product in the photolithography industry. It is composed of photosensitive resin, solvent and sensitizer. It plays an anti-corrosion role in the photolithography process. Semiconductor photoresist production technology is complex and there are many types of products. According to the exposure light source classification, it can be divided into g-line photoresist, EVU photoresist, Krf photoresist, i-line photoresist, ArFi photoresist, electronic Beam photoresist, UV wide spectrum photoresist, etc. Among them, ArFi photoresist has a relatively high market demand, accounting for 41%, followed by Krf photoresist, which accounts for 34%.

According to the “China Semiconductor Photoresist Industry Market In-depth Research and Development Prospects Forecast Report 2022-2026” released by the Industrial Research Center , Semiconductor photoresists are mainly used in fields such as PCBs, flat panel displays, and semiconductor integrated circuits. Among them, the technical threshold for photoresists for semiconductor integrated circuits is relatively high. Benefiting from the rapid development of the semiconductor industry, the market demand for semiconductor photoresists continues to rise. In 2021, semiconductor photoresist and its supporting reagents will account for 13% of the overall scale of wafer manufacturing materials, ranking third. In 2021, the global semiconductor photoresist market will be US$2 billion. In 2021, the size of my country’s semiconductor photoresist market will be approximately 3.3 billion yuan. According to the current domestic semiconductor development trend, the domestic semiconductor photoresist market size is expected to reach 9.8 billion yuan by 2025.

There are many types of semiconductor photoresist products, and their application prospects in semiconductors are good. Many companies around the world are deployed. Tokyo Chemical Industry currently accounts for the highest market share, about 25%, followed by JSR and Shin-Etsu Chemical, which both account for 20%. Companies such as DuPont and Sumitomo Chemical account for more than 10%. The global semiconductor photoresist market is mainly occupied by Japanese companies, and the market concentration is high, with CR5 reaching 86%.

The technical threshold of the semiconductor photoresist industry is relatively high, but thanks to the transfer of global wafer processing to the Chinese market, the development of my country’s semiconductor photoresist industry has made breakthrough progress, and some companies have already mastered semiconductor photoresist production enterprises. At present, domestic companies that can produce semiconductor photoresists include Rongda Photosensitive, Jingrui Electric Materials, Feikai Materials, Jianghua Micro, Yak Technology, etc. Although Chinese companies have achieved breakthrough progress, the photoresist products currently produced are mainly i/g line photoresists. The more high-end ArFi photoresist and EVU photoresist fields are still dominated by Japanese companies. In the future, domestically produced There is a lot of room for substitution.

Industry analysts said that with the development of intelligent equipment and the gradual shift of global wafer processing to China, my country’s semiconductor lithography The glue market demand continues to rise, and the industry has good development prospects. There are many types of semiconductor photoresists, which are used in different wafer sizes. As wafers have gradually developed towards larger sizes in recent years, the demand for photoresist applications such as ArFi, Krf, and EVU has increased, and the future market development potential is huge. In terms of production, my country has gradually realized the domestic substitution of semiconductor photoresists, but currently most of the production capacity is concentrated in i/g line photoresists, and high-end products still rely on imports.