세계의 High-k·CVD ALD용 금속 전구체 시장은 최근 대폭적인 성장을 보이고 있으며, 향후 수년간에도 강력한 확대 페이스를 유지할 것으로 예측됩니다. 2023년의 예측 매출은 약 5억 231만 달러로, 2031년까지 8억 1,277만 달러에 달하며, 2024-2031년에 CAGR로 6.2%의 건전한 성장이 예측됩니다.
스마트폰, 태블릿, 사물인터넷(IoT) 기기 등 더 작고, 더 빠르고, 전력 효율이 높은 칩을 필요로 하는 첨단 전자기기에 대한 수요 증가가 시장을 주도하고 있습니다. 기술 발전에 따라 성능이 향상된 소형 트랜지스터를 제조할 수 있는 재료에 대한 수요가 증가하면서 고유전체 재료와 금속 전구체에 대한 수요를 촉진하고 있습니다.
또한 5G, AI, IoT와 같은 신기술의 발전은 첨단 반도체 디바이스에 대한 수요를 더욱 촉진하여 High-k 및 CVD ALD용 금속 전구체 시장을 촉진할 것입니다. 이 시장은 전자 장비의 성능과 효율성을 높이기 위한 반도체 산업의 지속적인 연구개발 노력에 영향을 받아 High-k 및 CVD ALD용 금속 전구체 부문의 혁신과 성장의 기회를 창출하고 있습니다.
시장은 주로 반도체 산업의 발전에 따라 성장할 것으로 예상됩니다. 현대 기술은 더 작고, 더 빠르고, 더 효율적인 전자 부품을 요구하기 때문에 반도체 부문은 끊임없이 혁신하고 있으며, High-k 재료는 트랜지스터의 소형화를 가능하게 하여 성능과 에너지 효율을 향상시키고, CVD ALD 기술은 박막의 정밀한 증착을 가능하게 하여 반도체 제조의 균일성 및 신뢰성을 보장합니다. 균일성과 신뢰성을 보장합니다. 이러한 재료와 공정은 스마트폰, IoT 기기, 자동차 전장 등 다양한 용도를 위한 첨단 칩 개발에 필수적입니다. 반도체 산업이 기술 발전의 최전선에 있는 가운데, 디지털화되는 세계 속에서 첨단 부품에 대한 수요로 인해 High-k 및 CVD ALD용 금속 전구체 수요는 급증할 것으로 예상됩니다.
스마트폰, 태블릿, 웨어러블 기기, IoT 기기 등 휴대가 간편한 소형 전자기기에 대한 소비자의 선호도가 높아짐에 따라 제조업체들은 좁은 공간에 강력한 부품을 집적해야 하는 문제에 직면해 있습니다. 프리커서는 소형화되면서도 고효율의 반도체 소자를 제조할 수 있게 함으로써 이 시나리오에서 중요한 역할을 담당하고 있습니다. 스마트폰, 태블릿, 웨어러블 기기 등 소형화, 경량화된 전자기기에 대한 소비자 수요가 증가하면서 High-k CVD ALD용 금속 전구체 시장이 성장하고 있습니다. 이러한 재료는 기능의 손실 없이 부품의 소형화를 촉진하여 소형 휴대용 기기 제조를 가능하게 합니다.
아시아태평양 시장 독점은 여러 가지 요인이 작용한 것으로 보입니다. 이 지역은 강력한 반도체 산업을 자랑하며 중국, 일본, 한국, 대만 등 주요 전자제품 제조업체의 본거지입니다. 이들 국가는 기술 중심지이며 첨단 반도체 제조 시설을 보유하고 있습니다. 또한 아시아태평양 신흥 경제국의 급속한 산업화와 도시화로 인해 전자기기에 대한 수요가 증가하면서 High-k 및 CVD ALD용 금속 전구체에 대한 수요를 촉진하고 있습니다.
유럽위원회와 회원국들은 반도체 산업에서 유럽의 '전략적 자율성'을 강화하기 위해 단호한 조치를 취하고 있습니다. 이러한 노력에는 EU내 첨단 반도체 생산 능력을 강화하기 위해 최대 377억 7,000만 달러에 달하는 대규모 예산을 책정하는 것이 포함됩니다. 또한 EU는 2021년 3월 '2030 디지털 나침반 구상(2030 Digital Compass Initiative)'를 발표하며 2030년까지 EU의 칩 제조 세계 점유율을 현재 10% 미만에서 20%로 끌어올리겠다는 목표를 제시했습니다.
또한 한국의 문재인 대통령은 2021년 5월, 지역적 클러스터에 초점을 맞춘 'K-벨트 반도체 전략'으로 알려진 새로운 국가 반도체 산업 정책을 도입했습니다. 이 전략에는 연구개발(최대 50%) 및 제조(16%)에 대한 대폭적인 세액공제, 8억 8,600만 달러에 달하는 대규모 장기 융자, 총 13억 달러에 달하는 연방정부 R&D 투자, 규제 간소화, 인프라 개선 등 다양한 조치가 포함되어 있습니다. 이러한 활동은 미국과 중국의 치열한 경쟁에 대응하는 것으로, 미국과 중국은 각자의 반도체 산업을 강화하는 데 주력하고 있습니다. 미국반도체산업협회(SIA)는 한국 반도체 기업에 대한 이러한 세제 혜택이 향후 3년간 총 550억-650억 달러의 인센티브를 제공할 수 있을 것으로 추정하고 있습니다.
세계의 High-k·CVD ALD용 금속 전구체 시장에 대해 조사분석했으며, 시장 규모와 예측, 시장 역학, 주요 기업의 상황과 전망 등을 제공하고 있습니다.
Global High-k And CVD ALD metal precursors market has experienced significant growth in recent years and is expected to maintain a strong pace of expansion in the coming years. With projected revenue of approximately USD 502.31 million in 2023, the market is forecasted to reach a value of USD 812.77 million by 2031, displaying a robust CAGR of 6.2% from 2024 to 2031.
High-k and CVD ALD (chemical vapor deposition and atomic layer deposition) metal precursors refers to the industry involving materials crucial for advanced semiconductor manufacturing. High-k dielectric materials and metal precursors are vital components in modern electronic devices, particularly in the production of integrated circuits (ICs) and memory devices. High-k dielectrics are used as insulators in ICs, replacing traditional silicon dioxide due to their higher dielectric constant, enabling smaller and more efficient transistors. Chemical vapor deposition (CVD) and atomic layer deposition (ALD) are sophisticated processes used to deposit thin films of materials atom by atom, providing excellent control over film thickness and uniformity. Metal precursors are essential chemicals used in these processes to create conductive layers and thin films on semiconductor substrates.
The market for High-k and CVD ALD metal precursors is driven by the increasing demand for advanced electronic devices such as smartphones, tablets, and IoT devices, which require smaller, faster, and more power-efficient chips. As technology continues to advance, there is a growing need for materials that enable the production of smaller transistors with improved performance, driving the demand for high-k dielectric materials and metal precursors.
Additionally, the rise of emerging technologies such as 5G, artificial intelligence, and the Internet of Things (IoT) further fuels the demand for advanced semiconductor devices, boosting the High-k and CVD ALD metal precursors market. The market is influenced by the semiconductor industry's continuous research and development efforts to enhance the performance and efficiency of electronic devices, creating opportunities for innovation and growth in the high-k and metal precursors sector.
The High-k and CVD ALD metal precursors market is poised for growth, primarily due to advancements in the semiconductor industry. As modern technology demands smaller, faster, and more efficient electronic components, the semiconductor sector is continually innovating. High-k materials enable the miniaturization of transistors, enhancing their performance and energy efficiency. CVD ALD techniques allow precise deposition of thin films, thereby ensuring uniformity and reliability in semiconductor manufacturing. These materials and processes are integral to developing advanced chips for various applications, including smartphones, IoT devices, and automotive electronics. With the semiconductor industry at the forefront of technological progress, the demand for High-k and CVD ALD metal precursors is set to surge, driven by the need for cutting-edge components in an increasingly digital world.
In December 2023, Semiconductor Industry Association (SIA) revealed that sales in the global semiconductor industry reached USD 46.6 billion in October 2023, marking a 3.9% rise compared to the September 2023 total of USD 44.9 billion. Examining regional trends, monthly sales demonstrated growth in China (6.1%), Asia-Pacific or all other (4.9%), the Americas (2.9%), Japan (0.6%), and Europe (0.2%). On a year-to-year basis, sales experienced an uptick in Europe (6.6%) and Asia Pacific/all other (0.4%).
As consumers increasingly favor smaller and more portable electronic gadgets such as smartphones, tablets, wearables, and IoT devices, manufacturers face the challenge of packing powerful components into compact spaces. High-k and CVD ALD metal precursors play a crucial role in this scenario by enabling the production of miniaturized yet highly efficient semiconductor devices. The growing consumer demand for smaller and lightweight electronic devices, including smartphones, tablets, and wearables, is boosting the market for high-k and CVD ALD metal precursors. These materials facilitate the miniaturization of components without compromising their functionality, leading to the production of compact and portable devices.
For instance, the Leica Pegasus Backpack is a portable reality capture sensor platform designed for wearability. The innovative backpack has five cameras that provide a fully calibrated 360-degree view, along with two LiDAR profilers, all mounted on an ultra-light carbon fiber chassis. Its highly ergonomic design enables comprehensive and efficient indoor and outdoor documentation with high accuracy. Another notable device in the category is Trimble Connect for HoloLens, utilizing mixed reality technology for project coordination. It offers precise alignment of holographic data directly at the worksite, allowing workers to review their models within the context of their physical surroundings.
Asia-Pacific's dominance in the High-k and CVD ALD metal precursors market can be attributed to several factors. The region boasts a robust semiconductor industry and is home to major electronics manufacturers in countries like China, Japan, South Korea, and Taiwan. These countries are technological hubs, housing advanced semiconductor fabrication facilities. Additionally, the rapid industrialization and urbanization in emerging economies of Asia-Pacific have led to increased demand for electronic devices, driving the need for High-k and CVD ALD metal precursors.
The European Commission and its member states have taken decisive actions to reinforce Europe's "strategic autonomy" in the semiconductor industry. Their initiatives include earmarking a substantial sum of up to USD 37.77 billion to bolster advanced semiconductor production capabilities within the EU. Furthermore, in March 2021, the EU introduced the "2030 Digital Compass Initiative," which explicitly outlines an objective to elevate the EU's global chip manufacturing share to 20% by 2030, a substantial increase from the current share of under 10%.
In addition, in May 2021, South Korean President Moon Jae-in introduced a new national semiconductor industrial policy, known as the "K-Belt Semiconductor Strategy," which focuses on geographic clusters. This strategy encompasses various measures, including significant tax credits for research and development (up to 50%) and manufacturing (16%), substantial long-term loans amounting to USD 886 million, federal R&D investments totaling USD 1.3 billion, regulatory simplifications, and infrastructure upgrades. These efforts come in response to intensified competition from the United States and China, both of which are intensifying their focus on bolstering their respective semiconductor industries. The Semiconductor Industry Association (SIA) estimates that these tax incentives for South Korean chip companies could provide incentives totaling approximately USD 55-65 billion over the next three years.
The COVID-19 pandemic notably impacted the High-k and CVD ALD metal precursors market. The semiconductor industry, a major consumer of these materials, experienced disruptions due to supply chain challenges, factory closures, and reduced demand caused by lockdowns and economic uncertainty. Production slowdowns and delays in technology upgrades affected the market, causing temporary setbacks. Additionally, travel restrictions impeded collaborations and hindered the timely delivery of materials, impacting project timelines.
However, the pandemic accelerated certain trends within the market. The increased reliance on digital technologies, remote working, and the surge in demand for electronics, particularly for healthcare equipment and devices, bolstered the need for advanced semiconductors. This demand, coupled with ongoing technological advancements, create opportunities for the High-k and CVD ALD metal precursors market to rebound.
The High-k and CVD ALD metal precursors market is witnessing a swift growth trajectory due to the increasing emphasis placed by companies worldwide on establishing advanced network infrastructure. Furthermore, the market expansion is greatly facilitated by semiconductor industry advancements, along with significant investments made by companies to enhance research and development resources, engage in collaboration projects, bolster marketing efforts, and expand distribution networks. These factors collectively contribute to the rapid expansion of the market.
In August 2023, Soulbrain, a chip and electronics material company announced its plans to acquire precursor maker DNF in a deal worth approximately USD 76.05 million, expected to close within the year. The acquisition is orchestrated by Soulbrain Holdings, the group's holding company, with underwriting by Nau IB Capital. Soulbrain has obtained approval from Samsung Electronics, the second-largest shareholder of DNF and a key customer. DNF, a major precursor maker in South Korea, was founded in 2001 and has developed critical precursors for chip production, including those for aluminum chemical vapor deposition and DRAM. The deal involves Soulbrain acquiring a 19.7% stake in DNF, owned by CEO Kim and associates. The focus of the acquisition is on DNF's precursor business and assets, excluding subsidiaries Chemoptics and DNF Advanced Materials. Soulbrain's move aims to diversify its portfolio, complementing its offerings in etching and cleaning materials for chip production with DNF's expertise in precursors, particularly in doubling patterning technology and DRAM. The acquisition aligns with Soulbrain's strategic expansion in the semiconductor materials industry.
In November 2022, Ascensus Specialties LLC, headquartered in the United States acquired certain assets and the business of Strem Chemicals UK, the independent distributor of research-grade catalysts, ascensus high-purity, organometallics, ligands, CVD/ALD precursors, and metal carbonyls for the United Kingdom market. The acquisition solidifies Ascensus's position in the United Kingdom market, enhancing its capabilities to provide specialized and high-quality chemical solutions. Headquartered in the United States, Ascensus continues to demonstrate its commitment to expanding its global footprint and delivering excellence in the field of specialty chemicals.
All segments will be provided for all regions and countries covered:
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.