플라즈마 에칭 장비 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the plasma etching equipment market size is projected to be USD 13.36 billion in 2025, USD 14.34 billion in 2026, and reach USD 20.42 billion by 2031, growing at a CAGR of 7.32% from 2026 to 2031.

This report is Segmented by Type (Reactive Ion Etching, Inductively Coupled Plasma Etching, and More), Wafer Size (Below 150 Mm, 200 Mm, and More), Material (Silicon, Compound Semiconductors, and More), Application (Consumer Electronics, Industrial, Medical Devices, and More), End User (Foundries, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Plasma Etching Equipment Market Trends and Insights

Expansion of EUV Lithography Driving High Aspect-Ratio Etch Requirements

Extreme ultraviolet lithography transitioned from pilot lines to high-volume manufacturing at the 3 nm node in 2025 and is slated for adoption at the 2 nm node by 2027. Each EUV step increases etch intensity because contact holes, vias, and gate spacers now require aspect ratios exceeding 120:1, with critical dimensions below 10 nm. ASML shipped 20 EUV scanners in Q1 2025, a 33% year-over-year increase, and every scanner is paired with multiple inductively coupled plasma chambers. IBM validated nanosheet transistors that require 14 separate etch steps per gate stack, doubling complexity over finFET nodes. Capital outlays for etch tools consequently rose to 18-22% of total fab spending in 2025. Tool makers are embedding real-time endpoint spectroscopy to suppress micro-trenching, and fabs are revising recipe libraries to execute ultra-low bias processes that cut sidewall bowing to within 1 degree.

Proliferation of 3D NAND and DRAM Node Shrinks

Samsung disclosed a 286-layer vertical NAND product in 2024 that necessitates etch depths exceeding 15 µm with sub-2-degree taper, magnifying demand for deep reactive ion equipment calibrated to mitigate aspect-ratio-dependent lag. SK Hynix adopted atomic layer etching to protect high-k dielectrics in its 1-alpha-nm DRAM, launched in 2025. Meanwhile, cryogenic processes cooled below 0 °C are being qualified to improve selectivity between silicon oxide and nitride. SEMI estimated memory companies spent USD 45 billion on capital equipment in 2025, 20% of which was devoted to etch platforms. High layer counts in 3D NAND and shrinking capacitor pitches in DRAM will keep etch process steps rising each year through 2031.

Plasma-Induced Damage in Sub-5 nm Structures

Lattice defects, charge accumulation, and interface roughness caused by ion bombardment during etch steps cut drive current and shift threshold voltage when the gate oxide thickness approaches 1 nm. Atomic layer etching reduces damage but triples the cycle time, thereby increasing the cost per wafer. Tokyo Electron's latest atomic layer platform removes 0.5 nm per cycle but requires approximately 200 cycles to clear a 10 nm trench, compared to 30 seconds for a continuous plasma etch. Fabs are therefore limiting atomic layer methods to the most sensitive layers while accepting controlled damage in less critical regions.

Other drivers and restraints analyzed in the detailed report include:

1. Growing Demand for Compound-Semiconductor Power Devices
2. Government-Backed Chip Sovereignty Programs
3. Rising Clean-Room Construction and Utility Costs

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

Segment Analysis

Inductively coupled plasma platforms generated the largest plasma etching equipment market size contribution at 46.83% in 2025. Their capacity to decouple ion energy from plasma density lets fabs fine-tune anisotropy and protect fragile fins and nanosheets. Deep reactive ion equipment, projected to grow at a 7.99% CAGR through 2031, is key for through-silicon vias and wafer-level packaging that require depths of 50-100 µm at aspect ratios of greater than 20:1, thereby expanding the plasma etching equipment market share held by this segment. Conventional reactive ion tools remain in demand at mature nodes but are gradually migrating toward trailing-edge foundry lines.

Lam Research's Sense.i platform employs machine learning for real-time bias adjustments that have raised yield by roughly 3 percentage points in contact-hole etch since 2025. Applied Materials added in-situ metrology to its Centris Sym3 to cut chamber-to-chamber variation below 0.3 nm, a necessity for 2 nm gate-all-around transistors. This convergence of plasma and data science is blurring legacy boundaries between tool categories and intensifying supplier competition.

The 300 mm format accounted for 51.73% of 2025 demand, anchoring the plasma etching equipment market size because Taiwan Semiconductor Manufacturing Company, Samsung, and Intel collectively ran more than 50 fabs on this diameter. Above-450 mm pilot work is picking up, and the segment is predicted to grow at 8.33% through 2031 as industry consortia revisit economies of scale. Intel restarted limited 450 mm pathfinding in 2024, seeking a 40% die-count boost per wafer to justify a projected USD 15 billion retrofit.

Compound-semiconductor makers are shifting from 150 mm and 200 mm to 300 mm lines to cut cost per die in silicon carbide and gallium nitride devices, further enlarging 300 mm tool requirements. SEMI released updated standards in June 2025 to certify etch uniformity and defect specifications for compound wafers, guiding suppliers in redesigning chamber materials for corrosive chemistries.

Complete Report Scope:

• By Type
  • Reactive Ion Etching (RIE)
  • Inductively Coupled Plasma Etching (ICP)
  • Deep Reactive Ion Etching (DRIE)
  • High Density Plasma Etching (HDPE)
  • Other Types
• By Wafer Size
  • Below 150 mm
  • 200 mm
  • 300 mm
  • Above 450 mm
• By Material
  • Silicon
  • Compound Semiconductors
  • Glass and Polymers
  • Other Materials
• By Application
  • Consumer Electronics
  • Industrial
  • Medical Devices
  • Automotive Electronics
  • Aerospace and Defense
  • Other Applications
• By End User
  • Foundries
  • Integrated Device Manufacturers (IDMs)
  • Research and Academic Institutions
  • Other End Users
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • United Kingdom
    • Germany
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia and New Zealand
    • Rest of Asia Pacific
  • Middle East and Africa
    • Middle East
      • Saudi Arabia
      • United Arab Emirates
      • Turkey
      • Rest of Middle East
    • Africa
      • South Africa
      • Nigeria
      • Rest of Africa

Geography Analysis

The Asia-Pacific region generated 55.72% of the revenue in 2025 and is projected to achieve an 8.66% CAGR, ensuring it continues to dominate the plasma etching equipment market. Taiwan's cluster yielded USD 160 billion output in 2025, 65% of global foundry revenue. South Korea produced 70% of DRAM and 45% of NAND that year, cementing its position as the memory hub. China, constrained by export controls, accelerated the uptake of domestic tools, with Semiconductor Manufacturing International Corporation and Hua Hong Semiconductor qualifying NAURA and Advanced Micro-Fabrication Equipment systems for 14 nm and 28 nm flows. Japan reignited investment by allocating JPY 2 trillion (USD 13.5 billion) for local capacity, attracting Taiwan Semiconductor Manufacturing Company, Micron, and Western Digital.

North America represented roughly 25% of 2025 demand and is projected to grow 7.8% as CHIPS Act funds underwrite fabs in Arizona, Ohio, New York, and Texas. Intel's two-fab Ohio campus alone is expected to need more than 200 etch chambers by 2028. Taiwan Semiconductor Manufacturing Company's Arizona complex will host three fabs with combined capacity of 600,000 wafer starts per year by 2030, all equipped with leading-edge plasma tools.

Europe held about 10% share in 2025 but is aiming to capture 20% of global chip output by 2030 under the EUR 43 billion EU Chips Act allocation. Intel's Magdeburg project, STMicroelectronics-GlobalFoundries' French joint facility, and Infineon's Dresden expansion represent more than EUR 80 billion (USD 87 billion) in announced investments. Middle East and Africa remain in the exploratory phase, with Abu Dhabi and Riyadh pursuing design and packaging hubs. South America's activity is limited to assembly initiatives in Brazil and Argentina, while Australia and New Zealand contribute research but not large-scale fabrication.

1. Applied Materials Inc.
2. Lam Research Corporation
3. Tokyo Electron Limited
4. Hitachi High-Tech Corporation
5. KLA - SPTS Technologies
6. Oxford Instruments plc
7. Advanced Micro-Fabrication Equipment Inc. (AMEC)
8. NAURA Technology Group Co. Ltd.
9. Plasma-Therm LLC
10. Samco Inc.
11. ULVAC Inc.
12. Plasma Etch Inc.
13. Sentech Instruments GmbH
14. GigaLane Co. Ltd.
15. Thierry Corporation
16. Panasonic Factory Solutions Co.
17. TRION Technology Inc.
18. Veeco Instruments Inc.
19. Mattson Technology Inc.
20. CORIAL

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 Expansion of EUV Lithography Driving High Aspect-Ratio Etch Requirements
  • 4.2.2 Proliferation of 3D NAND and DRAM Node Shrinks
  • 4.2.3 Growing Demand for Compound-Semiconductor Power Devices
  • 4.2.4 Government-Backed Chip Sovereignty Programs (US CHIPS Act, EU Chips Act)
  • 4.2.5 Shift Toward Heterogeneous Integration and Advanced Packaging
  • 4.2.6 Emerging Use in Quantum Computing Device Fabrication
• 4.3 Market Restraints
  • 4.3.1 Plasma-Induced Damage in Sub-5 nm Structures
  • 4.3.2 Rising Clean-Room Construction and Utility Costs
  • 4.3.3 Supply Chain Volatility for High-Purity Specialty Gases
  • 4.3.4 IP Restrictions Limiting Equipment Exports to China
• 4.4 Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 Assessment of Impact of Macroeconomic Factors

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Type
  • 5.1.1 Reactive Ion Etching (RIE)
  • 5.1.2 Inductively Coupled Plasma Etching (ICP)
  • 5.1.3 Deep Reactive Ion Etching (DRIE)
  • 5.1.4 High Density Plasma Etching (HDPE)
  • 5.1.5 Other Types
• 5.2 By Wafer Size
  • 5.2.1 Below 150 mm
  • 5.2.2 200 mm
  • 5.2.3 300 mm
  • 5.2.4 Above 450 mm
• 5.3 By Material
  • 5.3.1 Silicon
  • 5.3.2 Compound Semiconductors
  • 5.3.3 Glass and Polymers
  • 5.3.4 Other Materials
• 5.4 By Application
  • 5.4.1 Consumer Electronics
  • 5.4.2 Industrial
  • 5.4.3 Medical Devices
  • 5.4.4 Automotive Electronics
  • 5.4.5 Aerospace and Defense
  • 5.4.6 Other Applications
• 5.5 By End User
  • 5.5.1 Foundries
  • 5.5.2 Integrated Device Manufacturers (IDMs)
  • 5.5.3 Research and Academic Institutions
  • 5.5.4 Other End Users
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 United Kingdom
    • 5.6.3.2 Germany
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Spain
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 India
    • 5.6.4.4 South Korea
    • 5.6.4.5 Australia and New Zealand
    • 5.6.4.6 Rest of Asia Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 Middle East
      • 5.6.5.1.1 Saudi Arabia
      • 5.6.5.1.2 United Arab Emirates
      • 5.6.5.1.3 Turkey
      • 5.6.5.1.4 Rest of Middle East
    • 5.6.5.2 Africa
      • 5.6.5.2.1 South Africa
      • 5.6.5.2.2 Nigeria
      • 5.6.5.2.3 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, Products and Services, Recent Developments)
  • 6.4.1 Applied Materials Inc.
  • 6.4.2 Lam Research Corporation
  • 6.4.3 Tokyo Electron Limited
  • 6.4.4 Hitachi High-Tech Corporation
  • 6.4.5 KLA - SPTS Technologies
  • 6.4.6 Oxford Instruments plc
  • 6.4.7 Advanced Micro-Fabrication Equipment Inc. (AMEC)
  • 6.4.8 NAURA Technology Group Co. Ltd.
  • 6.4.9 Plasma-Therm LLC
  • 6.4.10 Samco Inc.
  • 6.4.11 ULVAC Inc.
  • 6.4.12 Plasma Etch Inc.
  • 6.4.13 Sentech Instruments GmbH
  • 6.4.14 GigaLane Co. Ltd.
  • 6.4.15 Thierry Corporation
  • 6.4.16 Panasonic Factory Solutions Co.
  • 6.4.17 TRION Technology Inc.
  • 6.4.18 Veeco Instruments Inc.
  • 6.4.19 Mattson Technology Inc.
  • 6.4.20 CORIAL

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment