Market demand
In 2022, the global semiconductor mask market will reach $4.9 billion, of which 87% are mature processes. Globally, the size of the semiconductor mask market has grown steadily in recent years, and from 2018 to 2022, the global semiconductor mask market size has increased from $4.041 billion to $4.00 billion, with a compound growth rate of 4.9%. According to the process, the global semiconductor mask shipping structure in 2022 is mainly concentrated in the field of mature processes above 28nm, and mature processes above 130nm occupy the main market share in 2022, accounting for 54% of shipments, 28-90nm accounted for 33%, and advanced processes below 28nm accounted for only 13% of shipments.
With the acceleration of product iteration and upgrading in downstream application fields such as the semiconductor chip industry in China, the mask plate industry is booming. The mask version of the certainty premium is obvious, the domestic replacement demand is urgent, is expected to 2028, China's mask version market size will reach 36 billion yuan.