차세대 리소그래피 재료 시장 : 세계 산업 규모, 점유율, 동향, 기회, 예측 - 재료별, 용도별, 지역별 및 경쟁(2021-2031년)

The Global Next-Generation Lithography Materials Market is projected to expand from USD 98.80 Million in 2025 to USD 126.91 Million by 2031, registering a compound annual growth rate of 4.26%. These materials consist of specialized chemical formulations, including extreme ultraviolet photoresists, underlayers, and ancillary fluids, which are essential for facilitating semiconductor production at nodes of 7 nanometers and smaller. The principal catalyst for this market is the surging requirement for artificial intelligence and high-performance computing, which demands aggressive transistor scaling and higher density. Such fundamental needs force chip manufacturers to pursue materials offering enhanced resolution and etch resistance to enable physical scaling, representing a structural necessity rather than a temporary manufacturing preference.

Despite this growth, the market encounters a substantial obstacle related to the technical intricacies of minimizing stochastic defects during extreme ultraviolet patterning, a factor that can drastically lower yield rates and escalate ownership costs. This difficulty impedes the supply chain's capacity to reliably provide the high-purity, defect-free solutions required for advanced node manufacturing. Highlighting the scale of the broader sector, SEMI reported in May 2024 that global revenues for wafer fabrication materials, encompassing these vital lithography components, totaled $41.5 billion for the 2023 fiscal year.

Market Driver

The rapid integration of extreme ultraviolet lithography acts as a revolutionary factor for material formulations, primarily because traditional argon fluoride chemistries become inadequate as the industry moves toward sub-7 nanometer nodes. This transition obliges suppliers to innovate by creating metal-oxide photoresists and durable underlayers that can absorb high-energy photons while neutralizing stochastic defects, a technical necessity that fundamentally reshapes supply chain composition. Underscoring the industrial commitment to this technology, ASML's 'Annual Report 2023', released in February 2024, noted that the company achieved €9.1 billion in net sales from extreme ultraviolet systems, a figure that directly influences the volume of compatible high-performance fluids consumed.

Concurrently, the strategic broadening of global wafer fabrication capacity functions as a volume-driven engine for market expansion, fueled by regional incentives aimed at securing domestic semiconductor supply chains. As manufacturers launch new production lines for logic and memory, the total usage of lithography materials increases in proportion to the expanded surface area being processed. According to the SEMI 'Quarterly World Fab Forecast' from June 2024, global semiconductor manufacturing capacity is expected to grow by 6 percent in 2024, reaching a record 33.7 million wafers per month. This physical growth highlights the essential need for a consistent material supply, further supported by a rebound in processing volumes; SEMI reported that global silicon wafer shipments increased by 7.1 percent quarter-over-quarter to 3,035 million square inches in the second quarter of 2024.

Market Challenge

The technical difficulty of reducing stochastic defects within extreme ultraviolet patterning poses a significant barrier to the progression of the Global Next-Generation Lithography Materials Market. As semiconductor features are miniaturized to allow for greater densities, these random, non-repeatable errors occur more frequently, directly undermining yield rates and increasing the total cost of ownership for chip manufacturers. This unpredictability places stress on the supply chain, as material suppliers face challenges in consistently producing fluids and resists capable of counteracting these random variations. Consequently, the failure to ensure defect-free performance establishes a bottleneck that retards the mass adoption of these advanced materials and restricts order volumes from major fabricators.

Such operational inefficiencies are directly linked to dampened financial results across the wider sector. According to data released by SEMI in April 2025, global revenue for wafer fabrication materials rose by 3.3% to $42.9 billion in 2024. Although this indicates positive momentum, the rate of growth is held back by persistent defectivity problems that compel manufacturers to adopt new materials with caution. Until these stochastic hurdles are overcome, the market remains unable to fully leverage the demand for high-performance computing, as the substantial costs linked to yield losses suppress overall spending on these specialized lithography solutions.

Market Trends

The shift toward dry resist technologies represents a significant departure from legacy wet chemistry, tackling the stochastic failures common in extreme ultraviolet lithography through a solvent-free deposition method. By employing chemical vapor deposition to apply photo-sensitive materials, this technique removes the viscosity-associated instabilities of spin-coating, thereby improving resolution and minimizing pattern collapse in high-numerical aperture applications. This technological approach was validated when it reached high-volume production; in January 2025, Lam Research announced in a press release titled 'Breakthrough EUV dry photoresist technology from Lam Research adopted by memory manufacturer' that its Aether dry photoresist technology had been chosen as the production tool of record for advanced DRAM processes, verifying the industrial scalability of solvent-free patterning.

At the same time, the widespread use of multi-layer material stacks is becoming crucial for combating defectivity in advanced patterning, necessitating the parallel development of highly specialized ancillary fluids alongside core photoresists. As manufacturers advance toward angstrom-scale nodes, the industry is moving away from single-layer chemistries in favor of complex tri-layer systems that incorporate robust hard masks and adhesion-promoting underlayers to preserve pattern fidelity during rigorous etch steps. This structural progression is fueling rapid market growth for auxiliary materials; according to the SEMI report '2024 Global Semiconductor Materials Market Posts $67.5 Billion in Revenue' released in April 2025, the photoresist and photoresist ancillaries segments realized strong double-digit growth, specifically propelled by the heightened processing complexity demanded by advanced DRAM and leading-edge logic integrated circuits.

Key Market Players

• Tokyo Ohka Kogyo Co., Ltd.
• JSR Corporation
• DuPont de Nemours, Inc.
• Shin-Etsu Chemical Co., Ltd
• Fujifilm Corporation
• Sumitomo Chemical Co., Ltd.
• Allresist GmbH
• micro resist technology GmbH
• DJ MicroLaminates, Inc.
• Merck KGaA

Report Scope

In this report, the Global Next-Generation Lithography Materials Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Next-Generation Lithography Materials Market, By Material

• Photoresist
• Ancillary Materials
• Others

Next-Generation Lithography Materials Market, By Application

• Automotive
• Consumer Electronics
• IT & Telecommunications
• Others

Next-Generation Lithography Materials Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Next-Generation Lithography Materials Market.

Available Customizations:

Global Next-Generation Lithography Materials Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Next-Generation Lithography Materials Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Material (Photoresist, Ancillary Materials, Others)
  • 5.2.2. By Application (Automotive, Consumer Electronics, IT & Telecommunications, Others)
  • 5.2.3. By Region
  • 5.2.4. By Company (2025)
• 5.3. Market Map

6. North America Next-Generation Lithography Materials Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Material
  • 6.2.2. By Application
  • 6.2.3. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Next-Generation Lithography Materials Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Material
      • 6.3.1.2.2. By Application
  • 6.3.2. Canada Next-Generation Lithography Materials Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Material
      • 6.3.2.2.2. By Application
  • 6.3.3. Mexico Next-Generation Lithography Materials Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Material
      • 6.3.3.2.2. By Application

7. Europe Next-Generation Lithography Materials Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Material
  • 7.2.2. By Application
  • 7.2.3. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Next-Generation Lithography Materials Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Material
      • 7.3.1.2.2. By Application
  • 7.3.2. France Next-Generation Lithography Materials Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Material
      • 7.3.2.2.2. By Application
  • 7.3.3. United Kingdom Next-Generation Lithography Materials Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Material
      • 7.3.3.2.2. By Application
  • 7.3.4. Italy Next-Generation Lithography Materials Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Material
      • 7.3.4.2.2. By Application
  • 7.3.5. Spain Next-Generation Lithography Materials Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Material
      • 7.3.5.2.2. By Application

8. Asia Pacific Next-Generation Lithography Materials Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Material
  • 8.2.2. By Application
  • 8.2.3. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Next-Generation Lithography Materials Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Material
      • 8.3.1.2.2. By Application
  • 8.3.2. India Next-Generation Lithography Materials Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Material
      • 8.3.2.2.2. By Application
  • 8.3.3. Japan Next-Generation Lithography Materials Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Material
      • 8.3.3.2.2. By Application
  • 8.3.4. South Korea Next-Generation Lithography Materials Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Material
      • 8.3.4.2.2. By Application
  • 8.3.5. Australia Next-Generation Lithography Materials Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Material
      • 8.3.5.2.2. By Application

9. Middle East & Africa Next-Generation Lithography Materials Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Material
  • 9.2.2. By Application
  • 9.2.3. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Next-Generation Lithography Materials Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Material
      • 9.3.1.2.2. By Application
  • 9.3.2. UAE Next-Generation Lithography Materials Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Material
      • 9.3.2.2.2. By Application
  • 9.3.3. South Africa Next-Generation Lithography Materials Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Material
      • 9.3.3.2.2. By Application

10. South America Next-Generation Lithography Materials Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Material
  • 10.2.2. By Application
  • 10.2.3. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Next-Generation Lithography Materials Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Material
      • 10.3.1.2.2. By Application
  • 10.3.2. Colombia Next-Generation Lithography Materials Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Material
      • 10.3.2.2.2. By Application
  • 10.3.3. Argentina Next-Generation Lithography Materials Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Material
      • 10.3.3.2.2. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Next-Generation Lithography Materials Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Tokyo Ohka Kogyo Co., Ltd.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. JSR Corporation
• 15.3. DuPont de Nemours, Inc.
• 15.4. Shin-Etsu Chemical Co., Ltd
• 15.5. Fujifilm Corporation
• 15.6. Sumitomo Chemical Co., Ltd.
• 15.7. Allresist GmbH
• 15.8. micro resist technology GmbH
• 15.9. DJ MicroLaminates, Inc.
• 15.10. Merck KGaA

16. Strategic Recommendations

17. About Us & Disclaimer