Currently, lithography masks are mainly made by professional manufacturers worldwide. Since the input-output ratio of the self-built lithography mask production line of the downstream application field is very low, and the lithography mask printing industry has certain technical barriers, the lithography mask is produced by a professional manufacturer.
According to statistics: According to SEMI, the global semiconductor lithography mask market is currently nearly 3.4 billion US dollars, or 21 billion yuan. The future growth rate of lithography masks will be around 5%. In 2015, the market demand for photomasks in China was 5.67 billion yuan. In 2016, the domestic demand market grew to 5.95 billion yuan, a year-on-year increase of 4.9%.
Judging from the demand for photomasks in China, the demand for the industry has grown steadily. In 2016, the demand reached 79,800 square meters.
The development of the photomask industry is mainly affected by the development of the downstream flat panel display industry, the touch industry, the semiconductor industry and the circuit board industry, and the mainstream consumer electronics (mobile phones, tablets, wearable devices), notebook computers, and vehicles in the downstream terminal industry. The development trend of electronic, network communication, household appliances, LED lighting, Internet of Things, medical electronics and other products is closely related. It is expected that China's photomask industry will develop in the direction of large size, fine and industrial chain in the next few years. In 2011, China's photomask production scale was 0.87 million square meters. In 2016, the production scale increased to 16.9 million square meters, and the compound growth rate reached 14.20%.
The semiconductor photomask market is highly concentrated and the oligopoly is serious. Photronics, Dainippon Printing Co., Ltd. DNP and Japan Toppan Printing Co., Ltd. Toppan have more than 80% market share. China's photomask industry can only meet the needs of domestic low-end products market, and high-end photomasks are directly provided by foreign companies. At present, domestic photomask companies are mainly concentrated in Shanghai, Beijing, Shenzhen and Jiangsu and Zhejiang, and their market focus is different.