박막 증착 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the thin layer deposition market size was valued at USD 24.93 billion in 2025 and estimated to grow from USD 28.56 billion in 2026 to reach USD 56.35 billion by 2031, at a CAGR of 14.56% during the forecast period (2026-2031).

This report is Segmented by Deposition Technology (Physical Vapor Deposition, Chemical Vapor Deposition, and More), Equipment Type (In-Line Production Lines, and More), Material Type Deposited (Metals and Alloys, Oxides, Nitrides and Carbides, Compound and 2-D Materials), End-Use Industry (Optics and Displays, and More), and Geography. The Market Forecasts are Provided in Terms of Value in USD.

Global Thin Layer Deposition Market Trends and Insights

Chiplet And 3D-IC Architectures Intensify The Need For Ultra-Conformal Interconnect Films

Heterogeneous integration is changing interconnect design, demanding barrier and seed layers that cover high-aspect-ratio vias without voids. Taiwan Semiconductor Manufacturing Company's CoWoS-S stacks logic with high-bandwidth memory using 20:1 aspect-ratio through-silicon vias that require titanium nitride deposited by atomic layer deposition for copper diffusion control. Intel's 2024 Foveros Direct technology reduced bump pitch to 25 μm, forcing a shift to cobalt seed layers with 95% step coverage that chemical vapor deposition struggles to achieve. Samsung Foundry aims for 2 μm line-and-space redistribution by 2027, which will rely on plasma-enhanced atomic layer deposition of ruthenium liners. Tool vendors saw orders surge; Applied Materials reported 38% year-over-year growth in advanced-packaging deposition tools in fiscal 2024. Industry consortia are pushing new precursors, such as cyclopentadienyl-based ruthenium, to enable sub-300 °C processing compatible with organic interposers.

Rapid Scale-Up of Perovskite Tandem Solar Cell Manufacturing

Perovskite-silicon tandems surpassed the 33% efficiency mark in 2024, sparking a surge in the development of pilot lines. Oxford Photovoltaics commenced 200 MW production in Brandenburg, utilizing slot-die perovskite layers in combination with PECVD tin oxide electron transport films. Longi has partnered with Meyer Burger to integrate perovskites into TOPCon modules, aiming for 30% efficiency by 2026. The U.S. Department of Energy has granted USD 40 million to spatial atomic layer deposition projects, aiming for 10X throughput gains in passivation layers. Venture capital is flowing: Swift Solar raised USD 27 million to commercialize lightweight tandem panels that rely on roll-to-roll sputtered transparent conductors. The International Energy Agency forecasts 50 GW of tandem capacity by 2030, provided that deposition tools maintain uptime above 90% and material utilization exceeds 70%.

Helium And High-Purity Precursor Supply Crunch Inflates OPEX

The U.S. Federal Helium Reserve depletion drove spot prices from USD 8 m-3 in 2023 to USD 16 m-3 by mid-2024. A 300 mm fab consumes 15 million m3 annually, and Lam Research disclosed USD 12 million extra helium costs in fiscal 2024. Closed-loop recovery systems recapture 95% of process gas but cost USD 3 million per installation. High-k precursors face similar strain; hafnium tetrachloride capacity is restricted to three makers, stretching lead times from 8 to 20 weeks. China's August 2024 export controls on zirconium compounds further tightened the supply, prompting fabs to enter into dual-source agreements that increase unit costs by 18%.

Other drivers and restraints analyzed in the detailed report include:

1. Spatial ALD And Roll-To-Roll PVD Breakthroughs Slashing Cost Per Nanometer
2. Government CHIPS-Like Incentives Boosting Domestic Deposition Tool CAPEX
3. Escalating Scope-3 Carbon-Reporting Mandates Penalize Vacuum Processes

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Chemical vapor deposition held a 50.74% market share in the thin layer deposition market in 2025, reflecting its versatility in depositing dielectrics, polysilicon, and tungsten at high rates. Atomic layer deposition is forecast to grow at a 17.18% CAGR, driven by the need for sub-3 nm transistor gates, which require angstrom-scale thickness control. The thin layer deposition market size allocated to ALD reached USD 9.2 billion in 2025 and is expected to double by 2031. Physical vapor deposition remains entrenched for aluminum interconnects at mature nodes; however, hybrid flows, such as Lam Research's SABRE 3D, merge ionized PVD with ALD barriers to reduce interface resistance by 25%. The emerging molecular layer deposition of polymers broadens the functional options for flexible electronics, adding a nascent but fast-growing revenue stream.

Logic foundries moving to gate-all-around nanosheets employ up to 15 ALD steps, versus eight in the prior generation. Intel's 18A node epitomizes this leap with hafnium oxide and titanium nitride stacks wrapped around channels with 5:1 aspect ratios. CVD maintains dominance in shallow trench isolation and inter-layer dielectric gap-fill because 100 nm min-1 rates keep wafer costs down. As aspect ratios increase, suppliers are advancing high-density plasma CVD and high-reflow liners to delay switchover points. Selective deposition is an active frontier: Tokyo Electron's Tactras Vigus tool combines ALE and ALD with in-situ metrology, achieving +-0.5 nm self-aligned contacts that could eliminate lithography steps in the next logic cycle.

Batch furnaces delivered 56.05% of 2025 revenue, prized for their low cost per wafer in commodity logic, solar, and optical coatings. However, roll-to-roll and spatial tools registered a 16.36% CAGR, reflecting a pivot toward flexible OLED displays, battery separators, and bifacial solar modules that need web-based continuous processing. Single-wafer clusters remain indispensable in advanced logic and 3D NAND, where vacuum-integrated chambers ensure particle control. The thin layer deposition market size for spatial ALD equipment was USD 2.8 billion in 2025 and is expected to reach USD 6 billion by 2031 as throughput concerns ease.

Beneq's spatial ALD uptime moved past 85% in 2024, removing a historical barrier to mass adoption. Applied Materials' Olympia integrates spatial ALD and PVD modules in a shared transfer system, achieving 1,200 wafers per hour for TOPCon passivation, a 15X productivity increase over batch reactors. Roll-to-roll magnetron sputtering at Von Ardenne coats indium zinc oxide on polyimide at a rate of 20 m min-1, enabling foldable phones with a bend radius of 3 mm. Canon Anelva's ENAS platform integrates machine learning into sputter power control, reducing thickness variation to around 1.5% on 300 mm wafers, thereby easing process windows for sub-10 nm copper interconnects.

Complete Report Scope:

• By Deposition Technology
  • Physical Vapor Deposition (PVD)
  • Chemical Vapor Deposition (CVD)
  • Atomic Layer Deposition (ALD)
  • Hybrid / Emerging Techniques
• By Equipment Type
  • Batch Systems
  • Single-wafer Cluster Tools
  • Roll-to-Roll / Spatial Systems
  • In-line Production Lines
• By Material Type Deposited
  • Metals and Alloys
  • Oxides
  • Nitrides and Carbides
  • Compound / 2-D Materials
• By End-Use Industry
  • Semiconductors and Micro-electronics
  • Photovoltaics and Energy Storage
  • Medical Devices and Healthcare
  • Optics and Displays
  • Tools and Industrial Components
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Rest of Asia Pacific
  • Middle East and Africa
    • Middle East
      • Saudi Arabia
      • United Arab Emirates
      • Turkey
      • Rest of Middle East
    • Africa
      • South Africa
      • Nigeria
      • Egypt
      • Rest of Africa

Geography Analysis

The Asia Pacific region controlled 44.78% of 2025 revenue, driven by fabrication expansions at TSMC, Samsung, and multiple Chinese foundries. Capital spending in the region exceeded USD 36 billion, with TSMC alone accounting for a significant portion, 25% of which was earmarked for deposition equipment. China increased its equipment self-sufficiency to 28% in 2024, as AMEC tools were integrated into SMIC's 14 nm lines. South Korean subsidies of KRW 20 trillion supported SK Hynix's HBM ramps that ordered 120 ALD reactors. Japan's Rapidus alliance purchased 30 tools for gate-to-gate R&D, leveraging expertise from IBM and IMEC.

North America is rebounding under the CHIPS Act. Intel and TSMC Phoenix will install more than 300 reactors by 2026, while Micron's New York DRAM fab plans to use 80 ALD tools for capacitor dielectrics. Applied Materials broke ground on a USD 4 billion factory in Montana to serve this surge, adding 200,000 square feet of cleanrooms. Europe focuses on power and compound semiconductors; Infineon's Dresden fab and TSMC European JV add 60 PVD and CVD tools for silicon carbide and copper interconnects. Middle East solar mega-projects, such as Saudi Arabia's 20 GW tender, order large-area sputter lines from Von Ardenne and Singulus, thereby extending the regional share. South America and Africa remain nascent, but they benefit indirectly from commodity solar imports that rely on Asian manufacturing capacity. Regional research institutes explore roll-to-roll ALD for flexible sensors, building local know-how that could translate into modest equipment sales post-2030. Collectively, these emerging regions represent under 5% of current revenue, yet they provide a long tail of opportunity once cost curves fall.

1. Applied Materials Inc.
2. Lam Research Corporation
3. Tokyo Electron Limited
4. ASM International NV
5. Veeco Instruments Inc.
6. Aixtron SE
7. Advanced Micro-Fabrication Equipment Inc. (AMEC)
8. IHI Hauzer Techno Coating B.V.
9. Oerlikon Balzers
10. CVD Equipment Corporation
11. Canon Anelva Corporation
12. ULVAC Inc.
13. Picosun Oy
14. Beneq Group Oy
15. Kurt J. Lesker Company
16. Mustang Vacuum Systems LLC
17. Optorun Co., Ltd.
18. Von Ardenne GmbH
19. Singulus Technologies AG
20. Platit AG

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Chiplet And 3D-IC Architectures Intensify Need for Ultra-Conformal Interconnect Films
  • 4.2.2 Rapid Scale-Up of Perovskite Tandem Solar Cell Manufacturing
  • 4.2.3 Spatial ALD And Roll-To-Roll PVD Breakthroughs Slashing Cost / Nm
  • 4.2.4 Government CHIPS-Like Incentives Boosting Domestic Deposition Tool CAPEX
  • 4.2.5 AI-Powered Predictive Maintenance Reducing Deposition Tool Downtime
  • 4.2.6 Emergence Of Biodegradable Implant Coatings in Med-Tech
• 4.3 Market Restraints
  • 4.3.1 Helium And High-Purity Precursor Supply Crunch Inflates OPEX
  • 4.3.2 Escalating Scope-3 Carbon-Reporting Mandates Penalise Vacuum Processes
  • 4.3.3 Skilled Vacuum-Process Talent Shortage Lengthens Fab Ramps
  • 4.3.4 Competition From Additive Manufacturing of Functional Layers
• 4.4 Impact of Macroeconomic Factors
• 4.5 Industry Value Chain Analysis
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Buyers
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitute Products
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Deposition Technology
  • 5.1.1 Physical Vapor Deposition (PVD)
  • 5.1.2 Chemical Vapor Deposition (CVD)
  • 5.1.3 Atomic Layer Deposition (ALD)
  • 5.1.4 Hybrid / Emerging Techniques
• 5.2 By Equipment Type
  • 5.2.1 Batch Systems
  • 5.2.2 Single-wafer Cluster Tools
  • 5.2.3 Roll-to-Roll / Spatial Systems
  • 5.2.4 In-line Production Lines
• 5.3 By Material Type Deposited
  • 5.3.1 Metals and Alloys
  • 5.3.2 Oxides
  • 5.3.3 Nitrides and Carbides
  • 5.3.4 Compound / 2-D Materials
• 5.4 By End-Use Industry
  • 5.4.1 Semiconductors and Micro-electronics
  • 5.4.2 Photovoltaics and Energy Storage
  • 5.4.3 Medical Devices and Healthcare
  • 5.4.4 Optics and Displays
  • 5.4.5 Tools and Industrial Components
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 Asia Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia
    • 5.5.4.6 Rest of Asia Pacific
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 Middle East
      • 5.5.5.1.1 Saudi Arabia
      • 5.5.5.1.2 United Arab Emirates
      • 5.5.5.1.3 Turkey
      • 5.5.5.1.4 Rest of Middle East
    • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Nigeria
      • 5.5.5.2.3 Egypt
      • 5.5.5.2.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Applied Materials Inc.
  • 6.4.2 Lam Research Corporation
  • 6.4.3 Tokyo Electron Limited
  • 6.4.4 ASM International NV
  • 6.4.5 Veeco Instruments Inc.
  • 6.4.6 Aixtron SE
  • 6.4.7 Advanced Micro-Fabrication Equipment Inc. (AMEC)
  • 6.4.8 IHI Hauzer Techno Coating B.V.
  • 6.4.9 Oerlikon Balzers
  • 6.4.10 CVD Equipment Corporation
  • 6.4.11 Canon Anelva Corporation
  • 6.4.12 ULVAC Inc.
  • 6.4.13 Picosun Oy
  • 6.4.14 Beneq Group Oy
  • 6.4.15 Kurt J. Lesker Company
  • 6.4.16 Mustang Vacuum Systems LLC
  • 6.4.17 Optorun Co., Ltd.
  • 6.4.18 Von Ardenne GmbH
  • 6.4.19 Singulus Technologies AG
  • 6.4.20 Platit AG

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment