極端紫外(EUV)リソグラフィー市場 – 2029年までの世界予測

Extreme Ultraviolet (EUV) Lithography Market - Global Forecast To 2029

極端紫外(EUV)リソグラフィー市場 - コンポーネント (光源、光学部品、マスク、EUV 計測、EUV センサー、EUV サブアセンブリ) およびエンドユーザー (統合デバイス製造業者 (IDM)、ファウンドリ) - 2029年までの世界予測
Extreme Ultraviolet (EUV) Lithography Market by Component (Light Sources, Optics, Masks, EUV Metrology, EUV Sensors, EUV Subassembly) and End User (Integrated Device Manufacturers (IDMs), Foundries) - Global Forecast to 2029

商品番号 : SMB-39028

出版社MarketsandMarkets
出版年月2024年12月
ページ数164
図表数154
価格タイプシングルユーザライセンス
価格USD 4,950
種別英文調査報告書

Report Overview

The EUV lithography market is expected to reach USD 22.69 billion by 2029 from USD 12.18 billion in 2024, at a CAGR of 13.2% during the 2024-2029 period.

極端紫外(EUV)リソグラフィー市場は、2024年の121億8000万米ドルから2029年までに226億9000万米ドルに達し、2024年から2029年までのCAGRは13.2%になると予想されています。

Continuing advances in consumer electronics increase demand for extreme ultraviolet lithography markets. With an increase in thinner, more powerful, energy-efficient devices, the usage of extreme ultraviolet lithography also increases. Advanced functionality with high performance is achieved using a smaller semiconductor chip in modern smartphones, smartwatch, laptops, and also a whole smart home device. EUVL has the ability to etch extremely intricate patterns down at nanometer scales, making it absolutely necessary to produce next-generation chips.

家庭用電化製品の継続的な進歩により、極端紫外線リソグラフィー市場の需要が増加しています。より薄く、より強力でエネルギー効率の高いデバイスの増加に伴い、極端紫外線リソグラフィーの使用も増加しています。最新のスマートフォン、スマートウォッチ、ラップトップ、さらにはスマートホーム デバイス全体において、より小型の半導体チップを使用して、高性能の高度な機能が実現されています。 EUVL は非常に複雑なパターンをナノメートルスケールでエッチングできるため、次世代チップの製造には不可欠です。

極端紫外(EUV)リソグラフィー市場 - 2029年までの世界予測
extreme-ultraviolet-lithography-market

The increasing deployment of technologies such as 5G, artificial intelligence (AI), and augmented reality/virtual reality rises the demand for high-performance processors, memory chips, and other semiconductor components, which in turn increases the need for EUV systems. Consumer expectations for longer battery life, faster processing speeds, and sleek designs also reinforce the trend towards miniaturization, which EUV lithography facilitates. Also, in the quest for technological superiority among leading consumer electronics brands, investments in advanced semiconductor manufacturing processes fuel the growth of the EUV lithography market. In this interaction between innovation in consumer electronics and semiconductor fabrication, the EUV lithography stands out as a key to future technologies.

極端紫外(EUV)リソグラフィー市場 - 2029年までの世界予測 12
extreme-ultraviolet-lithography-market-impact

“South Korea is projected to grow at the highest CAGR during the forecast period from 2024-2029”

The South Korean region is expected to have the highest compound annual growth rate (CAGR) for the EUV lithography market over the forecast period due to the country’s leadership in semiconductor manufacturing and aggressive investments in advanced lithography technologies. South Korea is also the home of some of the world’s largest makers of semiconductors, notably Samsung and SK Hynix, key adopters of EUV for producing high-performance chips at such advanced nodes as 5nm and lower.

The government of South Korea considers the development of a robust ecosystem of semiconductors with considerable support in terms of finance and with policy incentives to reduce imports and thus establish a stronger position in markets around the world. Moreover, South Korean manufacturers are under rising pressure from the increasing demands of AI, 5G, IoT, and automotive applications in both home and international markets.

Continuous collaborations with EUV equipment vendors, such as ASML, will provide South Korean fabs with the most advanced lithography tools. The strategic move of South Korea to scale up EUV lithography, in addition to the semiconductor industry’s push toward smaller, more energy-efficient, and powerful chips, drives the market to the robust CAGR in the region.

In-depth interviews have been conducted with chief executive officers (CEOs), Directors, and other executives from various key organizations operating in the EUV lithography market.

極端紫外(EUV)リソグラフィー市場 - 2029年までの世界予測 region
extreme-ultraviolet-lithography-market-region

The break-up of the profile of primary participants in the EUV lithography market-

  • By Company Type: Tier 1 – 30%, Tier 2 – 50%, Tier 3 – 20%
  • By Designation Type: C Level Executive – 25%, Directors – 35%, Others – 40%
  • By Region Type: Americas – 25%, Europe –35 %, Asia Pacific– 40%

The major players in the EUV lithography market are ASML (Netherlands), Carl Zeiss AG (Germany), NTT Advanced Technology Corporation (Japan), KLA Corporation (US), ADVANTEST CORPORATION (Japan), Ushio Inc. (Japan), SUSS MicroTec SE (Germany), AGC Inc. (Japan), Lasertec Corporation (Japan), TOPPAN Inc. (Japan), Energetiq Technology, Inc. (Japan), NuFlare Technology Inc. (US), Photronics, Inc. (Japan), HOYA Corporation (Japan), TRUMPF (Germany), Rigaku Holdings Corporation (Japan), Edmund Optics Inc. (US), Imagine Optic (France), Applied Materials, Inc. (US), Park Systems (South Koria), EUV Tech (US), Mloptic Crop. (China), MKS Instruments (US), Brooks Automation (US), and Pfeiffer Vacuum GmbH (Germany).

極端紫外(EUV)リソグラフィー市場 - 2029年までの世界予測 ecosystem
extreme-ultraviolet-lithography-market-ecosystem

Research Coverage

The report segments the EUV lithography market and forecasts its size by region. It also comprehensively reviews drivers, restraints, opportunities, and challenges influencing market growth. The report covers qualitative aspects in addition to quantitative aspects of the market.

This report has categorized the EUV lithography market by component (light sources, optics, masks, others), end user (integrated device manufacturers, foundries), and region (Americas, Europe, and Asia Pacific)

Reasons to buy the report:

The report will help the market leaders/new entrants in this market with information on the closest approximate revenues for the overall EUV lithography market and related segments. This report will help stakeholders understand the competitive landscape and gain more insights to strengthen their position in the market and plan suitable go-to-market strategies. The report also helps stakeholders understand the objectives of the market and provides information on key market drivers, restraints, opportunities, and challenges.

The report provides insights on the following pointers:

  • Analysis of key drivers (adoption of EUV lithography for advanced semiconductor nodes), restraint (significant upfront capital investment in EUV lithography), opportunity (rising investments in advanced EUV lithography and semiconductor devices), and challenges (competition from alternative lithography techniques)
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product launches in the EUV lithography market
  • Market Development: Comprehensive information about lucrative markets – the report analyses the EUV lithography market across varied regions.
  • Market Diversification: Exhaustive information about new products, untapped geographies, recent developments, and investments in the EUV lithography market
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and product offerings of leading players like KLA Corporation (US), Carl Zeiss AG (Germany), TRUMPF (Germany), TOPPAN Inc. (Japan), and AGC Inc. (Japan).

Table of Contents

 

 

1            INTRODUCTION            16

1.1         STUDY OBJECTIVES      16

1.2         MARKET DEFINITION   17

1.3         STUDY SCOPE  17

1.3.1      MARKETS COVERED AND REGIONAL SCOPE     17

1.3.2      INCLUSIONS AND EXCLUSIONS             18

1.3.3      YEARS CONSIDERED     18

1.4         CURRENCY CONSIDERED          18

1.5         UNIT CONSIDERED       19

1.6         LIMITATIONS   19

1.7         STAKEHOLDERS            19

1.8         SUMMARY OF CHANGES            19

2            RESEARCH METHODOLOGY     20

2.1         RESEARCH DATA           20

2.1.1      SECONDARY DATA       21

2.1.1.1   Key data from secondary sources     22

2.1.1.2   Key secondary sources       22

2.1.2      PRIMARY DATA              22

2.1.2.1   Key data from primary sources        23

2.1.2.2   Key participants in primary interviews          23

2.1.2.3   Breakdown of primary interviews    24

2.1.2.4   Key industry insights         24

2.1.3      SECONDARY AND PRIMARY RESEARCH 25

2.2         MARKET SIZE ESTIMATION       25

2.2.1      BOTTOM-UP APPROACH           27

2.2.1.1   Approach to arrive at market size using bottom-up analysis

(Demand side)    28

2.2.2      TOP-DOWN APPROACH             28

2.2.2.1   Approach to arrive at market size using top-down analysis

(Supply side)       29

2.3         DATA TRIANGULATION             30

2.4         RISK ASSESSMENT         31

2.5         RESEARCH ASSUMPTIONS AND LIMITATIONS  32

2.5.1      RESEARCH ASSUMPTIONS         32

2.5.2      RESEARCH LIMITATIONS           32

3            EXECUTIVE SUMMARY 33

4            PREMIUM INSIGHTS     36

4.1         ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN EUV LITHOGRAPHY MARKET            36

4.2         EUV LITHOGRAPHY MARKET, BY END USER     36

4.3         EUV LITHOGRAPHY MARKET, BY COMPONENT              37

4.4         EUV LITHOGRAPHY MARKET, BY REGION         37

5            MARKET OVERVIEW     38

5.1         INTRODUCTION            38

5.2         MARKET DYNAMICS     38

5.2.1      DRIVERS            39

5.2.1.1   Adoption of EUV lithography for advanced semiconductor nodes              39

5.2.1.2   Rising demand for high-performance computing         39

5.2.1.3   Increasing complexity of integrated circuits   40

5.2.1.4   Advancements in consumer electronics         40

5.2.2      RESTRAINTS     41

5.2.2.1   Need for significant upfront capital investment           41

5.2.2.2   Requirement for advanced infrastructure and skilled workforce              41

5.2.3      OPPORTUNITIES           42

5.2.3.1   Increasing investments in advanced EUV lithography and semiconductor devices       42

5.2.3.2   Expanding deployment of EUV lithography in emerging applications         42

5.2.3.3   Advancement in memory module and chip development for

next-generation devices     43

5.2.3.4   Commercialization of advanced displays for enhanced

visual experiences 43

5.2.3.5   Application of advanced patterning technologies in photonics

and optics production        44

5.2.4      CHALLENGES   45

5.2.4.1   Competition from alternative lithography techniques  45

5.2.4.2   Difficulty in sustaining high source power and productivity              46

5.2.4.3   Detecting and addressing mask defects and yield challenges              46

5.3         VALUE CHAIN ANALYSIS            47

5.3.1      R&D ENGINEERS            48

5.3.2      COMPONENT MANUFACTURERS           48

5.3.3      SYSTEM INTEGRATORS              48

5.3.4      MARKETING & SALES SERVICES PROVIDERS     48

5.3.5      END USERS       48

5.4         TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS          48

5.5         ECOSYSTEM ANALYSIS 49

5.6         TECHNOLOGY ANALYSIS           51

5.6.1      KEY TECHNOLOGIES    51

5.6.1.1   Light source        51

5.6.1.2   EUV masks          52

5.6.2      COMPLEMENTARY TECHNOLOGIES     52

5.6.2.1   Mask pellicles      52

5.6.2.2   Plasma generation             52

5.6.3      ADJACENT TECHNOLOGIES     53

5.6.3.1   Extreme ultraviolet reflectometry (EUVR)    53

5.6.3.2   Atomic layer deposition (ALD)       53

5.7         INVESTMENT AND FUNDING SCENARIO            54

5.8         PRICING ANALYSIS        54

5.8.1      AVERAGE SELLING PRICE OF EUV LITHOGRAPHY SYSTEM             55

5.8.2      AVERAGE SELLING PRICE TREND, BY REGION, 2020−2023         55

5.9         CASE STUDY ANALYSIS 56

5.9.1      INTEL SECURES EXCLUSIVE HIGH-NA EUV MACHINES              56

5.9.2      LAM COLLABORATED WITH ASML TO DEVELOP DRY RESIST TECHNOLOGY THAT ADVANCES EUV LITHOGRAPHY              56

5.9.3      TSMC ACQUIRED EUV SYSTEMS TO BOOST PRODUCTION CAPACITY          57

5.10       PATENT ANALYSIS        58

5.11       TRADE ANALYSIS          60

5.11.1    IMPORT SCENARIO (HS CODE 8442)      60

5.11.2    EXPORT SCENARIO (HS CODE 8442)      61

5.12       PORTER’S FIVE FORCES ANALYSIS         63

5.12.1    INTENSITY OF COMPETITIVE RIVALRY 64

5.12.2    THREAT OF NEW ENTRANTS    64

5.12.3    THREAT OF SUBSTITUTES        64

5.12.4    BARGAINING POWER OF BUYERS          64

5.12.5    BARGAINING POWER OF SUPPLIERS     64

5.13       KEY STAKEHOLDERS AND BUYING CRITERIA   65

5.13.1    KEY STAKEHOLDERS IN BUYING PROCESS        65

5.13.2    BUYING CRITERIA         66

5.14       TARIFF AND REGULATORY LANDSCAPE            66

5.14.1    TARIFF ANALYSIS          66

5.14.2    REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS 67

5.14.3    REGULATIONS 68

5.15       KEY CONFERENCES AND EVENTS, 2024–2025     69

5.16       IMPACT OF GEN AI/AI ON EUV LITHOGRAPHY MARKET              69

5.16.1    INTRODUCTION            69

6            EUV LITHOGRAPHY MARKET, BY COMPONENT              71

6.1         INTRODUCTION            72

6.2         LIGHT SOURCES            73

6.2.1      GROWING ADOPTION OF LPP EUV LIGHT SOURCES IN COMMERCIAL SYSTEMS TO PROPEL MARKET  73

6.3         OPTICS 73

6.3.1      HIGH PRECISION AND ACCURACY OF EUV OPTICS TO DRIVE ADOPTION         73

6.4         MASKS 74

6.4.1      GROWING EMPHASIS ON DEVELOPING NEXT-GENERATION SEMICONDUCTOR DEVICES TO PROPEL MARKET            74

6.5         OTHERS            74

7            EUV LITHOGRAPHY MARKET, BY END USER     76

7.1         INTRODUCTION            77

7.2         INTEGRATED DEVICE MANUFACTURERS          78

7.2.1      EMPHASIS ON DEVELOPING ADVANCED, ENERGY-EFFICIENT MICROCHIPS AND ICS TO DRIVE GROWTH 78

7.3         FOUNDRIES      80

7.3.1      INNOVATIONS IN SEMICONDUCTOR NODES TO ACCELERATE ADOPTION OF EUV LITHOGRAPHY BY FOUNDRIES      80

8            EUV LITHOGRAPHY MARKET, BY REGION         83

8.1         INTRODUCTION            84

8.2         AMERICAS         85

8.2.1      PRESENCE OF STRONG SEMICONDUCTOR ECOSYSTEM TO

PROPEL MARKET GROWTH      85

8.2.2      MACROECONOMIC OUTLOOK FOR AMERICAS 86

8.3         EUROPE             87

8.3.1      STRATEGIC INVESTMENTS IN R&D BY GERMANY, NETHERLANDS,

AND FRANCE TO STRENGTHEN MARKET GROWTH      87

8.3.2      MACROECONOMIC OUTLOOK FOR EUROPE    88

8.4         ASIA PACIFIC    89

8.4.1      MACROECONOMIC OUTLOOK FOR ASIA PACIFIC              89

8.4.2      CHINA  92

8.4.2.1   Advanced semiconductor production capabilities

fueling market growth       92

8.4.3      JAPAN  93

8.4.3.1   Strong semiconductor ecosystem driving market growth              93

8.4.4      SOUTH KOREA 93

8.4.4.1   Advancement in EUV lithography fueling semiconductor innovation           93

8.4.5      TAIWAN            94

8.4.5.1   Significant investments in eco-friendly EUV system components to drive growth    94

8.4.6      REST OF ASIA PACIFIC  95

9            COMPETITIVE LANDSCAPE       96

9.1         OVERVIEW        96

9.2         KEY PLAYER STRATEGIES/RIGHT TO WIN, 2023–2024              96

9.3         REVENUE ANALYSIS, 2021–2023 98

9.4         MARKET SHARE ANALYSIS, 2023             98

9.5         COMPANY VALUATION AND FINANCIAL METRICS              101

9.6         COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023              102

9.6.1      STARS  103

9.6.2      EMERGING LEADERS    103

9.6.3      PERVASIVE PLAYERS     103

9.6.4      PARTICIPANTS 103

9.6.5      COMPANY FOOTPRINT: KEY PLAYERS, 2023      105

9.6.5.1   Company footprint            105

9.6.5.2   Region footprint  106

9.6.5.3   Component footprint        107

9.6.5.4   End user footprint             108

9.7         COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023      109

9.7.1      PROGRESSIVE COMPANIES       109

9.7.2      RESPONSIVE COMPANIES          109

9.7.3      DYNAMIC COMPANIES 109

9.7.4      STARTING BLOCKS       109

9.7.5      COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023              111

9.7.5.1   Detailed list of startups/SMEs         111

9.7.5.2   Competitive benchmarking of startups/SMEs             111

9.8         COMPETITIVE SCENARIO          112

9.8.1      PRODUCT LAUNCHES  112

9.8.2      DEALS  112

10          COMPANY PROFILES    113

10.1       INTRODUCTION            113

10.2       KEY PLAYERS    113

10.2.1    ASML    113

10.2.1.1 Business overview             113

10.2.1.2 Products/Solutions/Services offered             115

10.2.1.3 Recent developments        116

10.2.1.3.1            Deals     116

10.2.1.4 MnM view           116

10.2.1.4.1            Key strengths      116

10.2.1.4.2            Strategic choices  116

10.2.1.4.3            Weaknesses and competitive threats              116

10.3       KEY COMPONENT MANUFACTURERS   117

10.3.1    CARL ZEISS AG 117

10.3.1.1 Carl Zeiss AG: Business overview    117

10.3.1.2 Products/Solutions/Services offered             119

10.3.1.3 Recent developments        119

10.3.1.3.1            Product launches 119

10.3.1.4 MnM view           120

10.3.1.4.1            Key strengths      120

10.3.1.4.2            Strategic choices  120

10.3.1.4.3            Weaknesses and competitive threats              120

10.3.2    NTT ADVANCED TECHNOLOGY CORPORATION              121

10.3.2.1 Business overview             121

10.3.2.2 Products/Solutions/Services offered             122

10.3.2.3 MnM view           122

10.3.2.3.1            Key strengths      122

10.3.2.3.2            Strategic choices  122

10.3.2.3.3            Weaknesses and competitive threats              123

10.3.3    KLA CORPORATION      124

10.3.3.1 Business overview             124

10.3.3.2 Products/Solutions/Services offered             126

10.3.3.3 MnM view           126

10.3.3.3.1            Key strengths      126

10.3.3.3.2            Strategic choices  126

10.3.3.3.3            Weaknesses and competitive threats              126

10.3.4    ADVANTEST CORPORATION    127

10.3.4.1 Business overview             127

10.3.4.2 Products/Solutions/Services offered             129

10.3.4.3 MnM view           130

10.3.4.3.1            Key strengths      130

10.3.4.3.2            Strategic choices  130

10.3.4.3.3            Weaknesses and competitive threats              130

10.3.5    USHIO INC.       131

10.3.5.1 Business overview             131

10.3.5.2 Products/Solutions/Services offered             132

10.3.6    SUSS MICROTEC SE       133

10.3.6.1 Business overview             133

10.3.6.2 Products/Solutions/Services offered             134

10.3.7    AGC INC.           135

10.3.7.1 Business overview             135

10.3.7.2 Products/Solutions/Services offered             136

10.3.8    LASERTEC CORPORATION        137

10.3.8.1 Business overview             137

10.3.8.2 Products/Solutions/Services offered             138

10.3.9    TOPPAN INC.   139

10.3.9.1 Business overview             139

10.3.9.2 Products/Solutions/Services offered             141

10.4       OTHER PLAYERS           142

10.4.1    ENERGETIQ TECHNOLOGY, INC.           142

10.4.2    NUFLARE TECHNOLOGY INC.  143

10.4.3    PHOTRONICS, INC.       144

10.4.4    HOYA CORPORATION  145

10.4.5    TRUMPF            146

10.4.6    RIGAKU HOLDINGS CORPORATION      147

10.4.7    EDMUND OPTICS INC. 148

10.4.8    IMAGINE OPTIC             149

10.4.9    APPLIED MATERIALS, INC.        150

10.4.10  PARK SYSTEMS 151

10.4.11  EUV TECH         152

10.4.12  MLOPTIC CROP.            153

10.4.13  MKS INSTRUMENTS      154

10.4.14  BROOKS AUTOMATION             155

10.4.15  PFEIFFER VACUUM GMBH         156

11          APPENDIX         157

11.1       INSIGHTS FROM INDUSTRY EXPERTS   157

11.2       DISCUSSION GUIDE      158

11.3       KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL            160

11.4       CUSTOMIZATION OPTIONS      162

11.5       RELATED REPORTS       162

11.6       AUTHOR DETAILS         163

LIST OF TABLES

 

TABLE 1             EUV LITHOGRAPHY MARKET: RISK FACTOR ANALYSIS          31

TABLE 2             EUV LITHOGRAPHY MARKET: ROLE OF COMPANIES IN ECOSYSTEM     50

TABLE 3             AVERAGE SELLING PRICE TREND OF EUV LITHOGRAPHY SYSTEM,

2019–2023 (USD)             55

TABLE 4             AVERAGE SELLING PRICE TREND OF EUV LITHOGRAPHY SYSTEM,

BY REGION, 2020–2023 (USD)     56

TABLE 5             LIST OF MAJOR PATENTS, 2023–2024     59

TABLE 6             IMPORT DATA FOR HS CODE 8442-COMPLIANT PRODUCTS, BY COUNTRY,

2019–2023 (USD MILLION)          61

TABLE 7             EXPORT DATA FOR HS CODE 8442-COMPLIANT PRODUCTS, BY COUNTRY,

2019–2023 (USD MILLION)          62

TABLE 8             PORTER’S FIVE FORCES ANALYSIS: EUV LITHOGRAPHY MARKET            63

TABLE 9             INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR END USER (%)    65

TABLE 10           KEY BUYING CRITERIA FOR END USERS              66

TABLE 11           MFN TARIFF FOR HS CODE 8442-COMPLIANT PRODUCTS

EXPORTED BY GERMANY, 2023 67

TABLE 12           AMERICAS: REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS 67

TABLE 13           EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS 67

TABLE 14           ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS 68

TABLE 15           EUV LITHOGRAPHY: REGULATIONS     68

TABLE 16           KEY CONFERENCES AND EVENTS, 2024–2025              69

TABLE 17           EUV LITHOGRAPHY MARKET, BY COMPONENT, 2020–2023 (USD MILLION)          72

TABLE 18           EUV LITHOGRAPHY MARKET, BY COMPONENT, 2024–2029 (USD MILLION)          73

TABLE 19           EUV LITHOGRAPHY MARKET, BY END USER, 2020–2023 (USD MILLION)          77

TABLE 20           EUV LITHOGRAPHY MARKET, BY END USER, 2024–2029 (USD MILLION)          77

TABLE 21           EUV LITHOGRAPHY MARKET, 2020–2023 (UNITS)             78

TABLE 22           EUV LITHOGRAPHY MARKET, 2024–2029 (UNITS)             78

TABLE 23           INTEGRATED DEVICE MANUFACTURERS: EUV LITHOGRAPHY MARKET, BY REGION, 2020–2023 (USD MILLION)              79

TABLE 24           INTEGRATED DEVICE MANUFACTURERS: EUV LITHOGRAPHY MARKET, BY REGION, 2024–2029 (USD MILLION)              79

TABLE 25           INTEGRATED DEVICE MANUFACTURERS: EUV LITHOGRAPHY MARKET IN

ASIA PACIFIC, BY COUNTRY, 2020–2023 (USD MILLION) 79

TABLE 26           INTEGRATED DEVICE MANUFACTURERS: EUV LITHOGRAPHY MARKET IN

ASIA PACIFIC, BY COUNTRY, 2024–2029 (USD MILLION) 80

TABLE 27           FOUNDRIES: EUV LITHOGRAPHY MARKET, BY REGION, 2020–2023 (USD MILLION)       81

TABLE 28           FOUNDRIES: EUV LITHOGRAPHY MARKET, BY REGION, 2024–2029 (USD MILLION)       81

TABLE 29           FOUNDRIES: EUV LITHOGRAPHY MARKET IN ASIA PACIFIC, BY COUNTRY,

2020–2023 (USD MILLION)          81

TABLE 30           FOUNDRIES: EUV LITHOGRAPHY MARKET IN ASIA PACIFIC, BY COUNTRY,

2024–2029 (USD MILLION)          82

TABLE 31           EUV LITHOGRAPHY MARKET, BY REGION, 2020–2023 (USD MILLION)     85

TABLE 32           EUV LITHOGRAPHY MARKET, BY REGION, 2024–2029 (USD MILLION)     85

TABLE 33           AMERICAS: EUV LITHOGRAPHY MARKET, BY END USER,

2020–2023 (USD MILLION)          87

TABLE 34           AMERICAS: EUV LITHOGRAPHY MARKET, BY END USER,

2024–2029 (USD MILLION)          87

TABLE 35           EUROPE: EUV LITHOGRAPHY MARKET, BY END USER, 2020–2023 (USD MILLION)            89

TABLE 36           EUROPE: EUV LITHOGRAPHY MARKET, BY END USER, 2024–2029 (USD MILLION)            89

TABLE 37           ASIA PACIFIC: EUV LITHOGRAPHY MARKET, BY COUNTRY,

2020–2023 (USD MILLION)          91

TABLE 38           ASIA PACIFIC: EUV LITHOGRAPHY MARKET, BY COUNTRY,

2024–2029 (USD MILLION)          91

TABLE 39           ASIA PACIFIC: EUV LITHOGRAPHY MARKET, BY END USER,

2020–2023 (USD MILLION)          91

TABLE 40           ASIA PACIFIC: EUV LITHOGRAPHY MARKET, BY END USER,

2024–2029 (USD MILLION)          91

TABLE 41           CHINA: EUV LITHOGRAPHY MARKET, BY END USER, 2020–2023 (USD MILLION)            92

TABLE 42           CHINA: EUV LITHOGRAPHY MARKET, BY END USER, 2024–2029 (USD MILLION)            92

TABLE 43           JAPAN: EUV LITHOGRAPHY MARKET, BY END USER, 2020–2023 (USD MILLION)            93

TABLE 44           JAPAN: EUV LITHOGRAPHY MARKET, BY END USER, 2024–2029 (USD MILLION)            93

TABLE 45           SOUTH KOREA: EUV LITHOGRAPHY MARKET, BY END USER,

2020–2023 (USD MILLION)          94

TABLE 46           SOUTH KOREA: EUV LITHOGRAPHY MARKET, BY END USER,

2024–2029 (USD MILLION)          94

TABLE 47           TAIWAN: EUV LITHOGRAPHY MARKET, BY END USER, 2020–2023 (USD MILLION)            94

TABLE 48           TAIWAN: EUV LITHOGRAPHY MARKET, BY END USER, 2024–2029 (USD MILLION)            95

TABLE 49           REST OF ASIA PACIFIC: EUV LITHOGRAPHY MARKET, BY END USER,

2020–2023 (USD MILLION)          95

TABLE 50           REST OF ASIA PACIFIC: EUV LITHOGRAPHY MARKET, BY END USER,

2024–2029 (USD MILLION)          95

TABLE 51           EUV LITHOGRAPHY MARKET: KEY PLAYER STRATEGIES/RIGHT TO WIN,

2023–2024          96

TABLE 52           EUV LITHOGRAPHY MARKET: DEGREE OF COMPETITION 98

TABLE 53           EUV LITHOGRAPHY MARKET: REGION FOOTPRINT      106

TABLE 54           EUV LITHOGRAPHY MARKET: COMPONENT FOOTPRINT      107

TABLE 55           EUV LITHOGRAPHY MARKET: END USER FOOTPRINT      108

TABLE 56           EUV LITHOGRAPHY MARKET: DETAILED LIST OF KEY STARTUPS/SMES           111

TABLE 57           EUV LITHOGRAPHY MARKET: COMPETITIVE BENCHMARKING OF

KEY STARTUPS/SMES   111

TABLE 58           EUV LITHOGRAPHY MARKET: PRODUCT LAUNCHES, JULY 2023−NOVEMBER 2024           112

TABLE 59           EUV LITHOGRAPHY MARKET: DEALS, JULY 2023–NOVEMBER 2024  112

TABLE 60           ASML: COMPANY OVERVIEW    114

TABLE 61           ASML: PRODUCTS/SOLUTIONS/SERVICES OFFERED          115

TABLE 62           ASML: DEALS    116

TABLE 63           CARL ZEISS AG: COMPANY OVERVIEW 117

TABLE 64           CARL ZEISS AG: PRODUCTS/SOLUTIONS/SERVICES OFFERED   119

TABLE 65           CARL ZEISS AG: PRODUCT LAUNCHES 119

TABLE 66           NTT ADVANCED TECHNOLOGY CORPORATION: COMPANY OVERVIEW 121

TABLE 67           NTT ADVANCED TECHNOLOGY CORPORATION:

PRODUCTS/SOLUTIONS/SERVICES OFFERED   122

TABLE 68           KLA CORPORATION: COMPANY OVERVIEW              124

TABLE 69           KLA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED   126

TABLE 70           ADVANTEST CORPORATION: COMPANY OVERVIEW        127

TABLE 71           ADVANTEST CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED   129

TABLE 72           USHIO INC.: COMPANY OVERVIEW        131

TABLE 73           USHIO INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED          132

TABLE 74           SUSS MICROTEC SE: COMPANY OVERVIEW              133

TABLE 75           SUSS MICROTEC SE: PRODUCTS/SOLUTIONS/SERVICES OFFERED   134

TABLE 76           AGC INC.: COMPANY OVERVIEW            135

TABLE 77           AGC INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED          136

TABLE 78           LASERTEC CORPORATION: COMPANY OVERVIEW        137

TABLE 79           LASERTEC CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED   138

TABLE 80           TOPPAN INC.: COMPANY OVERVIEW    139

TABLE 81           TOPPAN INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED   141

TABLE 82           ENERGETIQ TECHNOLOGY, INC.: COMPANY OVERVIEW        142

TABLE 83           NUFLARE TECHNOLOGY INC.: COMPANY OVERVIEW        143

TABLE 84           PHOTRONICS, INC.: COMPANY OVERVIEW              144

TABLE 85           HOYA CORPORATION: COMPANY OVERVIEW              145

TABLE 86           TRUMPF: COMPANY OVERVIEW            146

TABLE 87           RIGAKU HOLDINGS CORPORATION: COMPANY OVERVIEW        147

TABLE 88           EDMUND OPTICS INC.: COMPANY OVERVIEW              148

TABLE 89           IMAGINE OPTIC: COMPANY OVERVIEW              149

TABLE 90           APPLIED MATERIALS, INC.: COMPANY OVERVIEW        150

TABLE 91           PARK SYSTEMS: COMPANY OVERVIEW 151

TABLE 92           EUV TECH: COMPANY OVERVIEW         152

TABLE 93           MLOPTIC CORP.: COMPANY OVERVIEW              153

TABLE 94           MKS INSTRUMENTS: COMPANY OVERVIEW              154

TABLE 95           BROOKS AUTOMATION: COMPANY OVERVIEW              155

TABLE 96           PFEIFFER VACUUM GMBH: COMPANY OVERVIEW        156

 

 

LIST OF FIGURES

 

FIGURE 1           EUV LITHOGRAPHY MARKET SEGMENTATION AND REGIONAL SCOPE 17

FIGURE 2           EUV LITHOGRAPHY MARKET: RESEARCH DESIGN             21

FIGURE 3           MARKET SIZE ESTIMATION METHODOLOGY—APPROACH 1 (SUPPLY SIDE): REVENUE GENERATED BY KEY COMPONENT SUPPLIERS          26

FIGURE 4           MARKET SIZE ESTIMATION METHODOLOGY—APPROACH 2 (SUPPLY SIDE): ILLUSTRATION OF REVENUE ESTIMATION OF KEY PLAYERS 27

FIGURE 5           MARKET SIZE ESTIMATION METHODOLOGY—APPROACH 3 (DEMAND SIDE): EUV LITHOGRAPHY MARKET BASED ON REGION       27

FIGURE 6           MARKET SIZE ESTIMATION METHODOLOGY: BOTTOM-UP APPROACH           28

FIGURE 7           MARKET SIZE ESTIMATION METHODOLOGY: TOP-DOWN APPROACH             29

FIGURE 8           EUV LITHOGRAPHY MARKET: DATA TRIANGULATION          30

FIGURE 9           EUV LITHOGRAPHY MARKET, 2020–2029              33

FIGURE 10         FOUNDRIES TO ACCOUNT FOR LARGER MARKET SHARE

DURING FORECAST PERIOD     34

FIGURE 11         ASIA PACIFIC TO RECORD HIGHEST CAGR IN EUV LITHOGRAPHY MARKET

FROM 2024 TO 2029       35

FIGURE 12         STRONG PRESENCE OF SEMICONDUCTOR CHIP MANUFACTURING COMPANIES IN ASIA PACIFIC DRIVING MARKET            36

FIGURE 13         FOUNDRIES TO ACCOUNT FOR LARGER SHARE OF EUV LITHOGRAPHY MARKET           36

FIGURE 14         LIGHT SOURCES SEGMENT TO DOMINATE EUV LITHOGRAPHY MARKET

DURING FORECAST PERIOD     37

FIGURE 15         ASIA PACIFIC TO DOMINATE EUV LITHOGRAPHY MARKET

DURING FORECAST PERIOD     37

FIGURE 16         DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES   38

FIGURE 17         IMPACT ANALYSIS: DRIVERS     40

FIGURE 18         IMPACT ANALYSIS: RESTRAINTS            42

FIGURE 19         IMPACT ANALYSIS: OPPORTUNITIES    45

FIGURE 20         IMPACT ANALYSIS: CHALLENGES          47

FIGURE 21         EUV LITHOGRAPHY VALUE CHAIN ANALYSIS              47

FIGURE 22         TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS  49

FIGURE 23         EUV LITHOGRAPHY MARKET: ECOSYSTEM ANALYSIS          50

FIGURE 24         INVESTMENT AND FUNDING SCENARIO, 2020−2024         54

FIGURE 25         AVERAGE SELLING PRICE OF EUV LITHOGRAPHY SYSTEM, BY KEY PLAYER, 2023  55

FIGURE 26         AVERAGE SELLING PRICE TREND OF EUV LITHOGRAPHY SYSTEM,

BY REGION, 2020−2023 55

FIGURE 27         PATENTS APPLIED AND GRANTED, 2014–2023              58

FIGURE 28         IMPORT DATA FOR HS CODE 8442-COMPLIANT PRODUCTS,

BY COUNTRY, 2019–2023            60

FIGURE 29         EXPORT DATA FOR HS CODE 8442-COMPLIANT PRODUCTS,

BY COUNTRY, 2019–2023 (USD MILLION)            61

FIGURE 30         EUV LITHOGRAPHY MARKET: PORTER’S FIVE FORCES ANALYSIS         63

FIGURE 31         INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR END USER           65

FIGURE 32         KEY BUYING CRITERIA FOR END USERS              66

FIGURE 33         IMPACT OF GEN AI/AI ON EUV LITHOGRAPHY MARKET            70

FIGURE 34         LIGHT SOURCES TO REGISTER HIGHEST CAGR DURING FORECAST PERIOD     72

FIGURE 35         FOUNDRIES TO ACCOUNT FOR LARGER MARKET SHARE

DURING FORECAST PERIOD     77

FIGURE 36         ASIA PACIFIC TO DOMINATE EUV LITHOGRAPHY MARKET            84

FIGURE 37         SOUTH KOREA TO EXHIBIT HIGHEST CAGR IN EUV LITHOGRAPHY MARKET

DURING FORECAST PERIOD     84

FIGURE 38         AMERICAS: EUV LITHOGRAPHY MARKET SNAPSHOT        86

FIGURE 39         EUROPE: EUV LITHOGRAPHY MARKET SNAPSHOT        88

FIGURE 40         ASIA PACIFIC: EUV LITHOGRAPHY MARKET SNAPSHOT        90

FIGURE 41         EUV LITHOGRAPHY MARKET: REVENUE ANALYSIS OF KEY PLAYERS, 2021–2023  98

FIGURE 42         EUV LITHOGRAPHY MARKET SHARE ANALYSIS, 2023      99

FIGURE 43         COMPANY VALUATION, 2024    101

FIGURE 44         FINANCIAL METRICS, 2023         101

FIGURE 45         PRODUCT/BRAND COMPARISON          102

FIGURE 46         EUV LITHOGRAPHY MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023      104

FIGURE 47         EUV LITHOGRAPHY MARKET: COMPANY FOOTPRINT      105

FIGURE 48         EUV LITHOGRAPHY MARKET: COMPANY EVALUATION MATRIX

(STARTUPS/SMES), 2023             110

FIGURE 49         ASML: COMPANY SNAPSHOT    114

FIGURE 50         CARL ZEISS AG: COMPANY SNAPSHOT 118

FIGURE 51         NTT ADVANCED TECHNOLOGY CORPORATION: COMPANY SNAPSHOT 121

FIGURE 52         KLA CORPORATION: COMPANY SNAPSHOT              125

FIGURE 53         ADVANTEST CORPORATION: COMPANY SNAPSHOT        128

FIGURE 54         USHIO INC.: COMPANY SNAPSHOT       131

FIGURE 55         SUSS MICROTEC SE: COMPANY SNAPSHOT              134

FIGURE 56         AGC INC.: COMPANY SNAPSHOT           135

FIGURE 57         LASERTEC CORPORATION: COMPANY SNAPSHOT        137

FIGURE 58         TOPPAN INC.: COMPANY SNAPSHOT    140