세계의 마스크 블랭크 : 시장 점유율과 순위, 전체 판매량 및 수요 예측(2025-2031년)

The global market for Mask Blanks was estimated to be worth US$ 3161 million in 2024 and is forecast to a readjusted size of US$ 4778 million by 2031 with a CAGR of 6.1% during the forecast period 2025-2031.

This report provides a comprehensive assessment of recent tariff adjustments and international strategic countermeasures on Mask Blanks cross-border industrial footprints, capital allocation patterns, regional economic interdependencies, and supply chain reconfigurations.

Mask Blanks are the products which are formed from a chrome or molybdenum silicide based thin film on mainly quartz or soda-lime glass substrate. And they are coated by photosensitive resist materials which sensitive for electron or laser beam and resist for etching process to make circuit patterns.

Global key players of Mask Blanks include Shin-Etsu MicroSi, Inc., HOYA, AGC, S&S Tech and ULCOAT. The top five players hold a share over 90%. In terms of product, low reflectance chrome-film mask blanks are the largest segment, with a share about 66%. And in terms of application, the largest application is Semiconductor, with a share about 55%.

The main market drivers include the following:

1. Growing demand in the semiconductor industry

Expanding downstream applications

5G and AI-driven: Surges in demand for high-performance semiconductors in areas such as 5G base stations, AI chips, and automotive electronics are driving production growth for chips with process technology of 28nm and above.

Advanced process upgrades: Processes below 28nm (such as 7nm and 5nm) require mask substrates with precision down to the nanometer level, with synthetic quartz substrates becoming the preferred choice due to their high transmittance and low thermal expansion coefficient.

Accelerated domestic substitution: Domestic companies (such as Philihua and Luwei Optoelectronics) have broken through technological barriers, increasing the domestic production rate from less than 10% in 2018 to 30% in 2025, and projected to exceed 50% in 2027.

Independent third-party mask manufacturers are expanding their market share, and wafer fabs are increasing the proportion of outsourced manufacturing for mature processes (above 28nm) to 47.3%. 2. Display Panel Industry Upgrade

2.Large-Screen Trend

High-Generation Line Construction: The increase in panel production lines for Generation 8.6 and above (such as Generation 10.5) is driving demand for large photomask blanks, with substrate sizes expanding from 1mX1m in Generation 5 to 3mX3m in Generation 11.

Technological Iteration: New display technologies such as AMOLED/LTPO/LTPS require submicron precision for mask substrates, driving demand for high-end substrates.

3. Technological Advancement and Material Innovation

Advantages of Synthetic Quartz Substrates

Excellent Performance: High purity (impurity content <10ppb), low thermal expansion coefficient (<0.1ppm/°C), and transmittance (>90% at 200nm wavelength), making them suitable for DUV/EUV lithography.

Process Breakthrough: Domestic companies have reduced defect density from 15 defects per square inch to 5 defects per square inch, meeting the entry standard for Generation 5 lines.

Coating Process Improvements

Molybdenum-silicon binary light shielding layer (OMOG): Shin-Etsu Chemical has developed an alternative to the traditional chromium layer, improving stability and etching performance, driving demand for high-end substrates.

EUV Technology Adaptation: Reflective mask substrates (such as those patented by Ken Kinoshita) are adapted for extreme ultraviolet lithography, becoming a key material for processes below 7nm.

4. Policy Support and Industry Chain Collaboration

National Policy Promotion

Localization Target: "Made in China 2025" and other policies clearly define increasing the localization rate of semiconductor materials, with a target of 50% by 2025.

Financial Support: Jiaxing Lien Semiconductor invested 3 billion yuan in the project, establishing a complete supply chain for photomask materials.

Industry Chain Integration

Vertical Integration: Luwei Optoelectronics has established full-generation mask production capacity from G2.5 to G11, and Philihua has achieved vertical integration from quartz sand to substrates.

Equipment Localization: Xinji Micro-Equipment has delivered 90nm node direct-write lithography equipment, reducing dependence on imported equipment.

5. Changing Market Competition Landscape

Breaking International Monopoly

Dominated by Japanese and Korean Companies: Shin-Etsu Chemical and Tosoh Quartz Crystal hold a 50% share of the high-end market, but domestic companies are gradually penetrating through technical certifications (e.g., Philihua's Tokyo Electron certification).

6. Cost and Supply Chain Factors

Raw Material Cost Optimization

Scale-up of Synthetic Quartz: Philihua's G8.5-generation substrate mass production has reduced unit costs, driving down prices for high-end substrates.

Equipment Localization: Domestic photolithography equipment (e.g., Core Micro's 90nm equipment) offers significant price advantages, improving mask blank production efficiency.

The core drivers of the Mask Blanks market include: escalating demand from the semiconductor and display panel industries, technological breakthroughs in high-end materials like synthetic quartz, localization policies and industry chain integration, and technological adaptation to emerging applications such as 5G/AI. In the future, with the widespread adoption of EUV technology and the improvement of domestic companies' technological capabilities, the market will exhibit a parallel trend of high-end production, localization, and scale.

This report aims to provide a comprehensive presentation of the global market for Mask Blanks, focusing on the total sales volume, sales revenue, price, key companies market share and ranking, together with an analysis of Mask Blanks by region & country, by Type, and by Application.

The Mask Blanks market size, estimations, and forecasts are provided in terms of sales volume (K Sqm) and sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Mask Blanks.

Market Segmentation

By Company

• Shin-Etsu MicroSi, Inc.
• HOYA
• AGC
• S&S Tech
• ULCOAT
• Telic
• SKC
• CST Co., Ltd.

Segment by Type

• Low Reflectance Chrome-film Mask Blanks
• Attenuated Phase Shift Mask Blanks

Segment by Application

• Semiconductor
• Flat Panel Display
• Touch Industry
• Circuit Board

By Region

• North America
  • United States
  • Canada
• Asia-Pacific
  • China
  • Japan
  • South Korea
  • Southeast Asia
  • India
  • Australia
  • Rest of Asia-Pacific
• Europe
  • Germany
  • France
  • U.K.
  • Italy
  • Netherlands
  • Nordic Countries
  • Rest of Europe
• Latin America
  • Mexico
  • Brazil
  • Rest of Latin America
• Middle East & Africa
  • Turkey
  • Saudi Arabia
  • UAE
  • Rest of MEA

Chapter Outline

Chapter 1: Introduces the report scope of the report, global total market size (value, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.

Chapter 2: Detailed analysis of Mask Blanks manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.

Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 5: Sales, revenue of Mask Blanks in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.

Chapter 6: Sales, revenue of Mask Blanks in country level. It provides sigmate data by Type, and by Application for each country/region.

Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.

Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.

Chapter 9: Conclusion.

Table of Contents

1 Market Overview

• 1.1 Mask Blanks Product Introduction
• 1.2 Global Mask Blanks Market Size Forecast
  • 1.2.1 Global Mask Blanks Sales Value (2020-2031)
  • 1.2.2 Global Mask Blanks Sales Volume (2020-2031)
  • 1.2.3 Global Mask Blanks Sales Price (2020-2031)
• 1.3 Mask Blanks Market Trends & Drivers
  • 1.3.1 Mask Blanks Industry Trends
  • 1.3.2 Mask Blanks Market Drivers & Opportunity
  • 1.3.3 Mask Blanks Market Challenges
  • 1.3.4 Mask Blanks Market Restraints
• 1.4 Assumptions and Limitations
• 1.5 Study Objectives
• 1.6 Years Considered

2 Competitive Analysis by Company

• 2.1 Global Mask Blanks Players Revenue Ranking (2024)
• 2.2 Global Mask Blanks Revenue by Company (2020-2025)
• 2.3 Global Mask Blanks Players Sales Volume Ranking (2024)
• 2.4 Global Mask Blanks Sales Volume by Company Players (2020-2025)
• 2.5 Global Mask Blanks Average Price by Company (2020-2025)
• 2.6 Key Manufacturers Mask Blanks Manufacturing Base and Headquarters
• 2.7 Key Manufacturers Mask Blanks Product Offered
• 2.8 Key Manufacturers Time to Begin Mass Production of Mask Blanks
• 2.9 Mask Blanks Market Competitive Analysis
  • 2.9.1 Mask Blanks Market Concentration Rate (2020-2025)
  • 2.9.2 Global 5 and 10 Largest Manufacturers by Mask Blanks Revenue in 2024
  • 2.9.3 Global Top Manufacturers by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Mask Blanks as of 2024)
• 2.10 Mergers & Acquisitions, Expansion

3 Segmentation by Type

• 3.1 Introduction by Type
  • 3.1.1 Low Reflectance Chrome-film Mask Blanks
  • 3.1.2 Attenuated Phase Shift Mask Blanks
• 3.2 Global Mask Blanks Sales Value by Type
  • 3.2.1 Global Mask Blanks Sales Value by Type (2020 VS 2024 VS 2031)
  • 3.2.2 Global Mask Blanks Sales Value, by Type (2020-2031)
  • 3.2.3 Global Mask Blanks Sales Value, by Type (%) (2020-2031)
• 3.3 Global Mask Blanks Sales Volume by Type
  • 3.3.1 Global Mask Blanks Sales Volume by Type (2020 VS 2024 VS 2031)
  • 3.3.2 Global Mask Blanks Sales Volume, by Type (2020-2031)
  • 3.3.3 Global Mask Blanks Sales Volume, by Type (%) (2020-2031)
• 3.4 Global Mask Blanks Average Price by Type (2020-2031)

4 Segmentation by Application

• 4.1 Introduction by Application
  • 4.1.1 Semiconductor
  • 4.1.2 Flat Panel Display
  • 4.1.3 Touch Industry
  • 4.1.4 Circuit Board
• 4.2 Global Mask Blanks Sales Value by Application
  • 4.2.1 Global Mask Blanks Sales Value by Application (2020 VS 2024 VS 2031)
  • 4.2.2 Global Mask Blanks Sales Value, by Application (2020-2031)
  • 4.2.3 Global Mask Blanks Sales Value, by Application (%) (2020-2031)
• 4.3 Global Mask Blanks Sales Volume by Application
  • 4.3.1 Global Mask Blanks Sales Volume by Application (2020 VS 2024 VS 2031)
  • 4.3.2 Global Mask Blanks Sales Volume, by Application (2020-2031)
  • 4.3.3 Global Mask Blanks Sales Volume, by Application (%) (2020-2031)
• 4.4 Global Mask Blanks Average Price by Application (2020-2031)

5 Segmentation by Region

• 5.1 Global Mask Blanks Sales Value by Region
  • 5.1.1 Global Mask Blanks Sales Value by Region: 2020 VS 2024 VS 2031
  • 5.1.2 Global Mask Blanks Sales Value by Region (2020-2025)
  • 5.1.3 Global Mask Blanks Sales Value by Region (2026-2031)
  • 5.1.4 Global Mask Blanks Sales Value by Region (%), (2020-2031)
• 5.2 Global Mask Blanks Sales Volume by Region
  • 5.2.1 Global Mask Blanks Sales Volume by Region: 2020 VS 2024 VS 2031
  • 5.2.2 Global Mask Blanks Sales Volume by Region (2020-2025)
  • 5.2.3 Global Mask Blanks Sales Volume by Region (2026-2031)
  • 5.2.4 Global Mask Blanks Sales Volume by Region (%), (2020-2031)
• 5.3 Global Mask Blanks Average Price by Region (2020-2031)
• 5.4 North America
  • 5.4.1 North America Mask Blanks Sales Value, 2020-2031
  • 5.4.2 North America Mask Blanks Sales Value by Country (%), 2024 VS 2031
• 5.5 Europe
  • 5.5.1 Europe Mask Blanks Sales Value, 2020-2031
  • 5.5.2 Europe Mask Blanks Sales Value by Country (%), 2024 VS 2031
• 5.6 Asia Pacific
  • 5.6.1 Asia Pacific Mask Blanks Sales Value, 2020-2031
  • 5.6.2 Asia Pacific Mask Blanks Sales Value by Region (%), 2024 VS 2031
• 5.7 South America
  • 5.7.1 South America Mask Blanks Sales Value, 2020-2031
  • 5.7.2 South America Mask Blanks Sales Value by Country (%), 2024 VS 2031
• 5.8 Middle East & Africa
  • 5.8.1 Middle East & Africa Mask Blanks Sales Value, 2020-2031
  • 5.8.2 Middle East & Africa Mask Blanks Sales Value by Country (%), 2024 VS 2031

6 Segmentation by Key Countries/Regions

• 6.1 Key Countries/Regions Mask Blanks Sales Value Growth Trends, 2020 VS 2024 VS 2031
• 6.2 Key Countries/Regions Mask Blanks Sales Value and Sales Volume
  • 6.2.1 Key Countries/Regions Mask Blanks Sales Value, 2020-2031
  • 6.2.2 Key Countries/Regions Mask Blanks Sales Volume, 2020-2031
• 6.3 United States
  • 6.3.1 United States Mask Blanks Sales Value, 2020-2031
  • 6.3.2 United States Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.3.3 United States Mask Blanks Sales Value by Application, 2024 VS 2031
• 6.4 Europe
  • 6.4.1 Europe Mask Blanks Sales Value, 2020-2031
  • 6.4.2 Europe Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.4.3 Europe Mask Blanks Sales Value by Application, 2024 VS 2031
• 6.5 China
  • 6.5.1 China Mask Blanks Sales Value, 2020-2031
  • 6.5.2 China Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.5.3 China Mask Blanks Sales Value by Application, 2024 VS 2031
• 6.6 Japan
  • 6.6.1 Japan Mask Blanks Sales Value, 2020-2031
  • 6.6.2 Japan Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.6.3 Japan Mask Blanks Sales Value by Application, 2024 VS 2031
• 6.7 South Korea
  • 6.7.1 South Korea Mask Blanks Sales Value, 2020-2031
  • 6.7.2 South Korea Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.7.3 South Korea Mask Blanks Sales Value by Application, 2024 VS 2031
• 6.8 Southeast Asia
  • 6.8.1 Southeast Asia Mask Blanks Sales Value, 2020-2031
  • 6.8.2 Southeast Asia Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.8.3 Southeast Asia Mask Blanks Sales Value by Application, 2024 VS 2031
• 6.9 India
  • 6.9.1 India Mask Blanks Sales Value, 2020-2031
  • 6.9.2 India Mask Blanks Sales Value by Type (%), 2024 VS 2031
  • 6.9.3 India Mask Blanks Sales Value by Application, 2024 VS 2031

7 Company Profiles

• 7.1 Shin-Etsu MicroSi, Inc.
  • 7.1.1 Shin-Etsu MicroSi, Inc. Company Information
  • 7.1.2 Shin-Etsu MicroSi, Inc. Introduction and Business Overview
  • 7.1.3 Shin-Etsu MicroSi, Inc. Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.1.4 Shin-Etsu MicroSi, Inc. Mask Blanks Product Offerings
  • 7.1.5 Shin-Etsu MicroSi, Inc. Recent Development
• 7.2 HOYA
  • 7.2.1 HOYA Company Information
  • 7.2.2 HOYA Introduction and Business Overview
  • 7.2.3 HOYA Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.2.4 HOYA Mask Blanks Product Offerings
  • 7.2.5 HOYA Recent Development
• 7.3 AGC
  • 7.3.1 AGC Company Information
  • 7.3.2 AGC Introduction and Business Overview
  • 7.3.3 AGC Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.3.4 AGC Mask Blanks Product Offerings
  • 7.3.5 AGC Recent Development
• 7.4 S&S Tech
  • 7.4.1 S&S Tech Company Information
  • 7.4.2 S&S Tech Introduction and Business Overview
  • 7.4.3 S&S Tech Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.4.4 S&S Tech Mask Blanks Product Offerings
  • 7.4.5 S&S Tech Recent Development
• 7.5 ULCOAT
  • 7.5.1 ULCOAT Company Information
  • 7.5.2 ULCOAT Introduction and Business Overview
  • 7.5.3 ULCOAT Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.5.4 ULCOAT Mask Blanks Product Offerings
  • 7.5.5 ULCOAT Recent Development
• 7.6 Telic
  • 7.6.1 Telic Company Information
  • 7.6.2 Telic Introduction and Business Overview
  • 7.6.3 Telic Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.6.4 Telic Mask Blanks Product Offerings
  • 7.6.5 Telic Recent Development
• 7.7 SKC
  • 7.7.1 SKC Company Information
  • 7.7.2 SKC Introduction and Business Overview
  • 7.7.3 SKC Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.7.4 SKC Mask Blanks Product Offerings
  • 7.7.5 SKC Recent Development
• 7.8 CST Co., Ltd.
  • 7.8.1 CST Co., Ltd. Company Information
  • 7.8.2 CST Co., Ltd. Introduction and Business Overview
  • 7.8.3 CST Co., Ltd. Mask Blanks Sales, Revenue, Price and Gross Margin (2020-2025)
  • 7.8.4 CST Co., Ltd. Mask Blanks Product Offerings
  • 7.8.5 CST Co., Ltd. Recent Development

8 Industry Chain Analysis

• 8.1 Mask Blanks Industrial Chain
• 8.2 Mask Blanks Upstream Analysis
  • 8.2.1 Key Raw Materials
  • 8.2.2 Raw Materials Key Suppliers
  • 8.2.3 Manufacturing Cost Structure
• 8.3 Midstream Analysis
• 8.4 Downstream Analysis (Customers Analysis)
• 8.5 Sales Model and Sales Channels
  • 8.5.1 Mask Blanks Sales Model
  • 8.5.2 Sales Channel
  • 8.5.3 Mask Blanks Distributors

9 Research Findings and Conclusion

10 Appendix

• 10.1 Research Methodology
  • 10.1.1 Methodology/Research Approach
    • 10.1.1.1 Research Programs/Design
    • 10.1.1.2 Market Size Estimation
    • 10.1.1.3 Market Breakdown and Data Triangulation
  • 10.1.2 Data Source
    • 10.1.2.1 Secondary Sources
    • 10.1.2.2 Primary Sources
• 10.2 Author Details
• 10.3 Disclaimer