{"id":77667,"date":"2026-01-01T02:52:03","date_gmt":"2025-12-31T17:52:03","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/photomask-market-mordor\/"},"modified":"2026-03-27T13:23:19","modified_gmt":"2026-03-27T04:23:19","slug":"photomask-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/photomask-market-mordor\/","title":{"rendered":"\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\uff1a\u6210\u9577\u52d5\u5411\u3068\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/photomask-market-1733907057079-logo-2.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/photomask-market-size-image-1751806159807.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \u8abf\u67fb\u306e\u524d\u63d0\u6761\u4ef6\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\u7bc4\u56f2<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \u5e02\u5834\u6982\u8981<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \u5e02\u5834\u4fc3\u9032\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \u53f0\u6e7e\u3068\u97d3\u56fd\u306b\u304a\u3051\u308bHigh-NA EUV\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306e\u63a1\u7528<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u7c73\u56fd\/EU CHIPS\u6cd5\u306b\u3088\u308b\u5546\u7528\u30de\u30b9\u30af\u30a2\u30a6\u30c8\u30bd\u30fc\u30b7\u30f3\u30b0\u306e\u4fc3\u9032<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 AMOLED Gen 8+\u30d5\u30a1\u30d6\u306b\u3088\u308b30\u5c64\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30de\u30b9\u30af\u306e\u63a8\u9032<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 ADAS\u304a\u3088\u3073\u30d1\u30ef\u30fc\u534a\u5c0e\u4f5328nm\u4ee5\u4e0b\u306e\u5927\u9762\u7a4d\u30ec\u30c1\u30af\u30eb\u9700\u8981<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8RDL\u304a\u3088\u3073\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u6025\u5897<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 AI\u3092\u6d3b\u7528\u3057\u305f\u6b20\u9665\u691c\u67fb\u306b\u3088\u308b\u81ea\u793e\u5de5\u5834\u3067\u306eTAT\u77ed\u7e2e<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \u5e02\u5834\u6291\u5236\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 5\u6b20\u9665\/cm\u00b2\u3092\u8d85\u3048\u308bEUV\u30de\u30b9\u30af\u30d6\u30e9\u30f3\u30af\u306e\u6b20\u9665\u7387\u306b\u3088\u308b\u30b9\u30af\u30e9\u30c3\u30d7\u306e\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u65e5\u672c\u306e\u77f3\u82f1\u57fa\u677f\u4f9b\u7d66\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u9732\u5149\u88c5\u7f6e\u306b\u5bfe\u3059\u308b\u8f38\u51fa\u898f\u5236\u306b\u3088\u308b\u4e2d\u56fd\u3078\u306e\u5236\u9650<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \u97d3\u56fd\u3068\u53f0\u6e7e\u306b\u304a\u3051\u308b\u96fb\u6c17\u6599\u91d1\u306e\u9ad8\u9a30<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u7523\u696d\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u7af6\u4e89\u8981\u56e0\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.6.1 \u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.5 \u7af6\u4e89\u4e0a\u306e\u5bfe\u6297\u95a2\u4fc2<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \u88fd\u54c1\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u30ec\u30c1\u30af\u30eb (4\u500d\/5\u500d)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u30de\u30b9\u30bf\u30fc\u30de\u30b9\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u30b3\u30d4\u30fc\/\u30c9\u30fc\u30bf\u30fc\u30de\u30b9\u30af<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30de\u30b9\u30af\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \u30d0\u30a4\u30ca\u30ea\u30fc\u30af\u30ed\u30e0\u30de\u30b9\u30af (BCM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u6e1b\u8870\u578b\u4f4d\u76f8\u30b7\u30d5\u30c8\u30de\u30b9\u30af (Att-PSM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \u4ea4\u756a\u578b\u4f4d\u76f8\u30b7\u30d5\u30c8\u30de\u30b9\u30af (Alt-PSM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \u30af\u30ed\u30e0\u30ec\u30b9\u4f4d\u76f8\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30fc\u30de\u30b9\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 EUV\u30d5\u30a9\u30c8\u30de\u30b9\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.6 \u30ca\u30ce\u30a4\u30f3\u30d7\u30ea\u30f3\u30c8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u7528\u9014\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u534a\u5c0e\u4f53\u304a\u3088\u3073IC\u88fd\u9020<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.1 65 nm\u4ee5\u4e0a<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.2 45-28 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.3 22-14 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.4 10-7 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.5 5 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.6 3 nm\u307e\u3067<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u30d5\u30e9\u30c3\u30c8\u30d1\u30cd\u30eb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.1 LCD<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.2 AMOLED<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.3 OLED\u30de\u30a4\u30af\u30ed\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 MEMS\u30bb\u30f3\u30b5\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \u9ad8\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0 (RDL\/\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u304a\u3088\u3073\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.6 \u305d\u306e\u4ed6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u6700\u7d42\u7528\u9014\u7523\u696d\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304a\u3088\u3073IDM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u30d5\u30a1\u30d6\u30ec\u30b9\u8a2d\u8a08\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30d1\u30cd\u30eb\u30e1\u30fc\u30ab\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 OSAT\/\u9ad8\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \u7814\u7a76\u6a5f\u95a2\u304a\u3088\u3073\u5b66\u8853\u6a5f\u95a2<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \u822a\u7a7a\u5b87\u5b99\u304a\u3088\u3073\u9632\u885b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.7 \u901a\u4fe1\u6a5f\u5668OEM<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \u30e1\u30ad\u30b7\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u6b27\u5dde<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \u82f1\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \u5317\u6b27\u8af8\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.5 \u305d\u306e\u4ed6\u306e\u6b27\u5dde<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \u305d\u306e\u4ed6\u306e\u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \u6771\u5357\u30a2\u30b8\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.1 \u6e7e\u5cb8\u5354\u529b\u4f1a\u8b70\u8af8\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.2 \u30c8\u30eb\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.3 \u305d\u306e\u4ed6\u306e\u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.1 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.2 \u305d\u306e\u4ed6\u306e\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \u6226\u7565\u7684\u52d5\u5411<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb {(\u30b0\u30ed\u30fc\u30d0\u30eb\u6982\u8981\u3001\u5e02\u5834\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080)}<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \u30c6\u30af\u30bb\u30f3\u30fb\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u682a\u5f0f\u4f1a\u793e (\u51f8\u7248)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \u5927\u65e5\u672c\u5370\u5237\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \u30d5\u30a9\u30c8\u30ed\u30cb\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 HOYA\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 SK\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \u65e5\u672c\u30d5\u30a4\u30eb\u30b3\u30f3\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \u30b3\u30f3\u30d4\u30e5\u30fc\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30fb\u30a4\u30f3\u30bf\u30fc\u30ca\u30b7\u30e7\u30ca\u30eb\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \u53f0\u6e7e\u30de\u30b9\u30af\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \u30de\u30a4\u30af\u30ed\u30cb\u30c3\u30afAB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 LG\u30a4\u30ce\u30c6\u30c3\u30af\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30b9\u30af\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30bb\u30f3\u30bf\u30fcGmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \u6df1\u30bb\u30f3\u6e05\u6ea2\u5149\u7f69\u6709\u9650\u516c\u53f8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \u30cb\u30e5\u30fc\u30d5\u30ec\u30a2\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \u30ad\u30e4\u30ce\u30f3\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 IMS\u30ca\u30ce\u30d5\u30a1\u30d6\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \u30a2\u30d7\u30e9\u30a4\u30c9 \u30de\u30c6\u30ea\u30a2\u30eb\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 ASML\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0N.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \u5bcc\u58eb\u30d5\u30a4\u30eb\u30e0\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \u30d3\u30b9\u30c6\u30c3\u30af\u30fb\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u30fb\u30d3\u30fc\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \u30a4\u30a8\u30ce\u30d7\u30c6\u30a3\u30c3\u30afAG<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306e\u6982\u8981\uff1a\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c\uff082025\u5e74\uff5e2030\u5e74\uff09<\/p>\n<p>\u5e02\u5834\u6982\u6cc1<\/p>\n<p>\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306f\u30012025\u5e74\u306b60.8\u5104\u7c73\u30c9\u30eb\u30012030\u5e74\u306b\u306f75.9\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f4.54%\u3067\u3059\u3002\u3053\u306e\u7740\u5b9f\u306a\u6210\u9577\u306f\u3001\u9ad8\u89e3\u50cf\u5ea6\u30ec\u30c1\u30af\u30eb\u306e\u7d99\u7d9a\u7684\u306a\u9700\u8981\u3001\u3088\u308a\u53b3\u5bc6\u306a\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u30c7\u30a3\u30e1\u30f3\u30b7\u30e7\u30f3\uff08CD\uff09\u5236\u5fa1\u3001\u304a\u3088\u3073\u6b20\u9665\u306e\u306a\u3044\u30de\u30b9\u30af\u30d6\u30e9\u30f3\u30af\u306e\u5fc5\u8981\u6027\u306b\u3088\u3063\u3066\u652f\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u53f0\u6e7e\u3068\u97d3\u56fd\u306b\u304a\u3051\u308bHigh-NA EUV\u30c4\u30fc\u30eb\u306e\u5c0e\u5165\u52a0\u901f\u306f\u3001\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30ce\u30fc\u30c9\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u3088\u308a\u6d17\u7df4\u3055\u308c\u305f\u4f4d\u76f8\u30b7\u30d5\u30c8\u6280\u8853\u3068\u5438\u53ce\u6750\u304c\u5fc5\u8981\u3068\u306a\u308b\u305f\u3081\u3001\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\uff08ASP\uff09\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u4e16\u754c\u7684\u306a\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u73fe\u5730\u5316\u306e\u52d5\u304d\u3082\u5e02\u5834\u306b\u6069\u6075\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u3084\u6b27\u5dde\u9023\u5408\u306b\u65b0\u8a2d\u3055\u308c\u308b\u30d5\u30a1\u30d6\u306f\u3001\u8cc7\u672c\u52b9\u7387\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u3001\u81ea\u793e\u5185\u3067\u306e\u30de\u30b9\u30af\u88fd\u9020\u3088\u308a\u3082\u5916\u90e8\u306e\u30de\u30b9\u30af\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3078\u306e\u59d4\u8a17\u3092\u9078\u629e\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u8a2d\u8a08\u306f\u3001\u518d\u914d\u7dda\u5c64\uff08RDL\uff09\u304a\u3088\u3073\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30de\u30b9\u30af\u306b\u5bfe\u3059\u308b\u9700\u8981\u3092\u559a\u8d77\u3057\u3001\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u6d88\u8cbb\u3092\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u30a6\u30a7\u30cf\u30fc\u51e6\u7406\u304b\u3089\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3078\u3068\u62e1\u5927\u3055\u305b\u3066\u3044\u307e\u3059\u3002Gen 8+ AMOLED\u30e9\u30a4\u30f3\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u308b\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30d1\u30cd\u30eb\u30e1\u30fc\u30ab\u30fc\u3082\u6210\u9577\u306e\u65b0\u305f\u306a\u539f\u52d5\u529b\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u5404\u65b0\u30e9\u30a4\u30f3\u3067\u6700\u592730\u7a2e\u985e\u306e\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30de\u30b9\u30af\u304c\u6d88\u8cbb\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u30ec\u30a4\u30e4\u30fc\u6570\u3068\u30d5\u30a1\u30d6\u3042\u305f\u308a\u306e\u53ce\u76ca\u304c\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u88fd\u54c1\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u30ec\u30c1\u30af\u30eb\u304c\u53ce\u76ca\u30b7\u30a7\u30a2\u306e66.4%\u3092\u5360\u3081\u3001\u30de\u30b9\u30bf\u30fc\u30de\u30b9\u30af\u306f2030\u5e74\u307e\u3067\u306b5.1%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30de\u30b9\u30af\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306f\u30d0\u30a4\u30ca\u30ea\u30fc\u30af\u30ed\u30e0\u30de\u30b9\u30af\u304c\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u30b7\u30a7\u30a2\u306e44.3%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001EUV\u30de\u30b9\u30af\u306f2030\u5e74\u307e\u3067\u306b5.4%\u3068\u6700\u3082\u9ad8\u3044CAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: 2024\u5e74\u306b\u306f\u534a\u5c0e\u4f53\u304a\u3088\u3073IC\u88fd\u9020\u304c\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u898f\u6a21\u306e71.2%\u3092\u5360\u3081\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306f2030\u5e74\u307e\u3067\u306b6.2%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6700\u7d42\u7528\u9014\u7523\u696d\u5225: 2024\u5e74\u306b\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304a\u3088\u3073IDM\u304c\u9700\u8981\u306e59.1%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30d1\u30cd\u30eb\u30e1\u30fc\u30ab\u30fc\u306f2030\u5e74\u307e\u3067\u306b6.5%\u3068\u6700\u3082\u901f\u3044CAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u30b7\u30a7\u30a2\u306e71.9%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u6b27\u5dde\u306f2030\u5e74\u307e\u3067\u306b4.6%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306e\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u6210\u9577\u8981\u56e0<\/p>\n<p>*   \u53f0\u6e7e\u3068\u97d3\u56fd\u306b\u304a\u3051\u308bHigh-NA EUV\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306e\u63a1\u7528: High-NA EUV\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306e\u5c0e\u5165\u52a0\u901f\u306f\u3001\u3088\u308a\u9ad8\u5ea6\u306a\u4f4d\u76f8\u30b7\u30d5\u30c8\u6280\u8853\u3068\u5438\u53ce\u6750\u3092\u5fc5\u8981\u3068\u3059\u308b\u305f\u3081\u3001\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u4e2d\u671f\u7684\uff082\uff5e4\u5e74\uff09\u306b\u53f0\u6e7e\u3001\u97d3\u56fd\u3001\u305d\u3057\u3066\u4e2d\u56fd\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b+1.20%\u306e\u30d7\u30e9\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<br \/>\n*   \u7c73\u56fd\/EU CHIPS\u6cd5\u306b\u3088\u308b\u30de\u30b9\u30af\u5916\u90e8\u59d4\u8a17\u306e\u4fc3\u9032: \u7c73\u56fd\u304a\u3088\u3073EU\u306eCHIPS\u6cd5\u306f\u3001\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u73fe\u5730\u5316\u3092\u63a8\u9032\u3057\u3001\u65b0\u898f\u30d5\u30a1\u30d6\u304c\u8cc7\u672c\u52b9\u7387\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u30de\u30b9\u30af\u88fd\u9020\u3092\u5916\u90e8\u59d4\u8a17\u3059\u308b\u50be\u5411\u3092\u5f37\u3081\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u9577\u671f\u7684\uff084\u5e74\u4ee5\u4e0a\uff09\u306b\u5317\u7c73\u3068EU\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b+0.80%\u306e\u30d7\u30e9\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<br \/>\n*   AMOLED Gen 8+\u30d5\u30a1\u30d6\u306b\u3088\u308b30\u5c64\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30de\u30b9\u30af\u306e\u9700\u8981: \u5927\u5224AMOLED\u751f\u7523\u3067\u306f\u3001LCD\u30d7\u30ed\u30bb\u30b9\u3068\u6bd4\u8f03\u3057\u306650%\u5897\u3068\u306a\u308b\u6700\u592730\u5c64\u306e\u5fae\u7d30\u30a2\u30e9\u30a4\u30e1\u30f3\u30c8\u5c64\u304c\u5fc5\u8981\u3068\u306a\u308a\u3001\u30de\u30b9\u30af\u6570\u3068\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u3092\u5927\u5e45\u306b\u5897\u52a0\u3055\u305b\u307e\u3059\u3002Samsung Display\u3084LG Display\u304c\u30d7\u30ec\u30df\u30a2\u30e0\u30bf\u30d6\u30ec\u30c3\u30c8\u3084\u8eca\u8f09\u30d1\u30cd\u30eb\u5411\u3051\u306bGen 8.6\u30e9\u30a4\u30f3\u3092\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u9ad8\u89e3\u50cf\u5ea6\u30d4\u30af\u30bb\u30eb\u30de\u30b9\u30af\u306e\u7dca\u6025\u9700\u8981\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u30d1\u30cd\u30eb\u30e1\u30fc\u30ab\u30fc\u3082\u3053\u308c\u306b\u8ffd\u968f\u3057\u3001\u6298\u308a\u305f\u305f\u307f\u5f0f\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u3084\u8eca\u8f09\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u5e02\u5834\u3067\u306e\u30b7\u30a7\u30a2\u7372\u5f97\u3092\u76ee\u6307\u3057\u3066\u304a\u308a\u3001\u9700\u8981\u306e\u62e1\u5927\u304c\u671f\u5f85\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306f\u77ed\u671f\u7684\uff082\u5e74\u4ee5\u5185\uff09\u306b\u97d3\u56fd\u3001\u4e2d\u56fd\u3001\u305d\u3057\u3066\u6771\u5357\u30a2\u30b8\u30a2\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b+0.60%\u306e\u30d7\u30e9\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<br \/>\n*   \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8RDL\u304a\u3088\u3073\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u6025\u5897: \u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u3092\u7d50\u5408\u3059\u308b\u9285\u5145\u586b\u30b7\u30ea\u30b3\u30f3\u8cab\u901a\u30d3\u30a2\u3001\u30de\u30a4\u30af\u30ed\u30d0\u30f3\u30d7\u30a2\u30ec\u30a4\u3001\u518d\u914d\u7dda\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u7528\u306e\u30de\u30b9\u30af\u9700\u8981\u3092\u6025\u5897\u3055\u305b\u3066\u3044\u307e\u3059\u3002TSMC\u306eWafer Manufacturing 2.0\u30b3\u30f3\u30bb\u30d7\u30c8\u306f\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u30a6\u30a7\u30cf\u30fc\u30d5\u30a1\u30d6\u5185\u306b\u7d71\u5408\u3057\u3001\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u6ce8\u6587\u3092\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u30d5\u30ed\u30fc\u306b\u76f4\u63a5\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u30de\u30b9\u30af\u3068\u6bd4\u8f03\u3057\u3066\u3001RDL\u30bb\u30c3\u30c8\u306f\u3088\u308a\u5e83\u3044\u30a6\u30a7\u30cf\u30fc\u9818\u57df\u3092\u30ab\u30d0\u30fc\u3057\u307e\u3059\u304c\u3001\u30df\u30af\u30ed\u30f3\u30ec\u30d9\u30eb\u306e\u7cbe\u5ea6\u304c\u5fc5\u8981\u306a\u305f\u3081\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u5927\u578b\u57fa\u677f\u3068\u5fae\u7d30\u30d4\u30c3\u30c1\u306e\u4e21\u65b9\u3092\u51e6\u7406\u3067\u304d\u308b\u65b0\u3057\u3044\u63cf\u753b\u88c5\u7f6e\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u4e2d\u671f\u7684\uff082\uff5e4\u5e74\uff09\u306bAPAC\u3092\u6838\u3068\u3057\u3001\u5317\u7c73\u3067\u65e9\u671f\u63a1\u7528\u304c\u9032\u307f\u3001CAGR\u306b+0.70%\u306e\u30d7\u30e9\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n<p>\u6291\u5236\u8981\u56e0<\/p>\n<p>*   EUV\u30de\u30b9\u30af\u30d6\u30e9\u30f3\u30af\u306e\u6b20\u9665\u5bc6\u5ea6\u304c5\u6b20\u9665\/cm\u00b2\u3092\u8d85\u3048\u3001\u30b9\u30af\u30e9\u30c3\u30d7\u304c\u5897\u52a0: \u6b20\u9665\u5bc6\u5ea6\u304c5\u6b20\u9665\/cm\u00b2\u306e\u95be\u5024\u3092\u8d85\u3048\u308b\u3068\u3001\u30d5\u30a1\u30d6\u306fEUV\u30de\u30b9\u30af\u30d6\u30e9\u30f3\u30af\u306e\u6700\u592725%\u3092\u5ec3\u68c4\u305b\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u308a\u30011\u679a\u3042\u305f\u308a5\u4e07\uff5e10\u4e07\u7c73\u30c9\u30eb\u306e\u30b3\u30b9\u30c8\u5897\u3068\u30c6\u30fc\u30d7\u30a2\u30a6\u30c8\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306e\u9045\u5ef6\u3092\u62db\u304d\u307e\u3059\u3002AGC\u3068\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\u304c\u4e3b\u8981\u306a\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3059\u304c\u3001\u3088\u308a\u53b3\u683c\u306a\u4ed5\u69d8\u3092\u6e80\u305f\u3057\u306a\u304c\u3089\u751f\u7523\u91cf\u3092\u62e1\u5927\u3059\u308b\u306e\u306b\u82e6\u616e\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u77ed\u671f\u7684\uff082\u5e74\u4ee5\u5185\uff09\u306b\u4e16\u754c\u7684\u306b\u3001\u7279\u306b\u6700\u5148\u7aef\u30d5\u30a1\u30d6\u3067\u6df1\u523b\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b-0.9%\u306e\u30de\u30a4\u30ca\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<br \/>\n*   \u65e5\u672c\u306e\u77f3\u82f1\u57fa\u677f\u4f9b\u7d66\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af: \u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\u3068\u6771\u30bd\u30fc\u304c\u8d85\u4f4e\u81a8\u5f35\u77f3\u82f1\u57fa\u677f\u306e80%\u4ee5\u4e0a\u3092\u652f\u914d\u3057\u3066\u304a\u308a\u3001\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\u306e5.45\u5104\u7c73\u30c9\u30eb\u306e\u7fa4\u99ac\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u3088\u308b\u65b0\u898f\u751f\u7523\u80fd\u529b\u306f2026\u5e74\u307e\u3067\u4f9b\u7d66\u3055\u308c\u307e\u305b\u3093\u3002\u5927\u578bHigh-NA\u30ec\u30c1\u30af\u30eb\u306e\u9700\u8981\u306f\u30de\u30b9\u30af\u3042\u305f\u308a40\uff5e60%\u5897\u52a0\u3057\u3066\u304a\u308a\u3001\u4f9b\u7d66\u30ae\u30e3\u30c3\u30d7\u3092\u6df1\u3081\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u4e2d\u671f\u7684\uff082\uff5e4\u5e74\uff09\u306b\u4e16\u754c\u7684\u306b\u3001\u7279\u306bAPAC\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3067\u6df1\u523b\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b-0.6%\u306e\u30de\u30a4\u30ca\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<br \/>\n*   \u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u306e\u8f38\u51fa\u898f\u5236\u306b\u3088\u308b\u4e2d\u56fd\u3078\u306e\u5236\u9650: \u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u306b\u5bfe\u3059\u308b\u8f38\u51fa\u898f\u5236\u306f\u3001\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u7523\u696d\u306e\u767a\u5c55\u3092\u5236\u9650\u3057\u3001\u4e16\u754c\u7684\u306a\u4e8c\u6b21\u7684\u5f71\u97ff\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u9577\u671f\u7684\uff084\u5e74\u4ee5\u4e0a\uff09\u306b\u4e2d\u56fd\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b-0.4%\u306e\u30de\u30a4\u30ca\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<br \/>\n*   \u97d3\u56fd\u3068\u53f0\u6e7e\u306b\u304a\u3051\u308b\u96fb\u6c17\u6599\u91d1\u306e\u9ad8\u9a30: \u97d3\u56fd\u3068\u53f0\u6e7e\u306b\u304a\u3051\u308b\u96fb\u6c17\u6599\u91d1\u306e\u4e0a\u6607\u306f\u3001\u88fd\u9020\u30b3\u30b9\u30c8\u3092\u62bc\u3057\u4e0a\u3052\u3001\u4e16\u754c\u7684\u306a\u30b3\u30b9\u30c8\u8ee2\u5ac1\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u4e2d\u671f\u7684\uff082\uff5e4\u5e74\uff09\u306b\u97d3\u56fd\u3068\u53f0\u6e7e\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001CAGR\u306b-0.3%\u306e\u30de\u30a4\u30ca\u30b9\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>\u88fd\u54c1\u30bf\u30a4\u30d7\u5225\uff1a\u30ec\u30c1\u30af\u30eb\u304c\u5148\u9032\u30ce\u30fc\u30c9\u9700\u8981\u3092\u727d\u5f15<\/p>\n<p>2024\u5e74\u306b\u306f\u30ec\u30c1\u30af\u30eb\u304c\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u53ce\u76ca\u306e\u5927\u90e8\u5206\uff0866.4%\uff09\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u300110nm\u4ee5\u4e0b\u306e\u5404\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u30ec\u30a4\u30e4\u30fc\u306b\u304a\u3044\u3066\u3001\u30e9\u30a4\u30f3\u30a8\u30c3\u30b8\u30e9\u30d5\u30cd\u30b9\u3092\u4ed5\u69d8\u5185\u306b\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u5b8c\u74a7\u306a\u753b\u50cf\u8ee2\u5199\u304c\u5fc5\u8981\u3068\u3055\u308c\u308b\u305f\u3081\u3067\u3059\u3002\u9ad8\u984d\u306a\u4fa1\u683c\u8a2d\u5b9a\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u30ec\u30b8\u30b9\u30c8\u76f8\u4e92\u4f5c\u7528\u3068\u4f4d\u76f8\u30b7\u30d5\u30c8\u8abf\u6574\u3092\u76f8\u6bba\u3059\u308b\u5fc5\u8981\u6027\u304b\u3089\u751f\u3058\u3066\u3044\u307e\u3059\u3002High-NA EUV\u304c\u9032\u5c55\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u5404\u30c7\u30d0\u30a4\u30b9\u5c64\u306f\u3057\u3070\u3057\u3070\u7279\u6ce8\u306e\u7167\u660e\u3092\u8981\u6c42\u3057\u3001\u30a6\u30a7\u30cf\u30fc\u958b\u59cb\u3042\u305f\u308a\u306e\u30de\u30b9\u30af\u6570\u3092\u5897\u52a0\u3055\u305b\u307e\u3059\u3002\u30de\u30b9\u30bf\u30fc\u30de\u30b9\u30af\u306f\u3001\u30de\u30eb\u30c1\u30d1\u30bf\u30fc\u30cb\u30f3\u30b0\u30d5\u30ed\u30fc\u304c\u9ad8\u5fe0\u5b9f\u5ea6\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u5fc5\u8981\u3068\u3057\u3001\u30b9\u30c6\u30c3\u30d7\u30a2\u30f3\u30c9\u30ea\u30d4\u30fc\u30c8\u65b9\u5f0f\u306e\u30c9\u30fc\u30bf\u30fc\u30de\u30b9\u30af\u751f\u7523\u306b\u4f9b\u7d66\u3055\u308c\u308b\u305f\u3081\u30015.1%\u306eCAGR\u3067\u6700\u3082\u901f\u304f\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u30b3\u30d4\u30fc\u30de\u30b9\u30af\u3068\u30c9\u30fc\u30bf\u30fc\u30de\u30b9\u30af\u306f\u4f9d\u7136\u3068\u3057\u3066\u30ec\u30ac\u30b7\u30fc\u30ce\u30fc\u30c9\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5148\u9032\u30ce\u30fc\u30c9\u304c\u4e2d\u5fc3\u3068\u306a\u308b\u306b\u3064\u308c\u3066\u3001\u305d\u306e\u6570\u91cf\u6210\u9577\u306f\u920d\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u5927\u65e5\u672c\u5370\u5237\uff08DNP\uff09\u304c2nm\u4ee5\u964d\u306e\u30d7\u30ed\u30bb\u30b9\u5411\u3051EUV\u30de\u30b9\u30af\u306e\u30c7\u30e2\u30f3\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u306b\u6210\u529f\u3057\u305f\u3053\u3068\u306f\u3001\u88fd\u54c1\u9769\u65b0\u304c\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30ec\u30c1\u30af\u30eb\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u73fe\u5728\u3001AI\u30d9\u30fc\u30b9\u306e\u6b20\u9665\u4e88\u6e2c\u3092\u7d71\u5408\u3057\u3066\u518d\u30b9\u30d4\u30f3\u7387\u3092\u4e0b\u3052\u3001\u30d5\u30a1\u30d6\u306e\u30b5\u30a4\u30af\u30eb\u30bf\u30a4\u30e0\u3092\u6539\u5584\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30de\u30b9\u30af\u30bf\u30a4\u30d7\u5225\uff1a\u30d0\u30a4\u30ca\u30ea\u30fc\u30af\u30ed\u30e0\u304c\u512a\u52e2\u3082EUV\u30de\u30b9\u30af\u304c\u52a0\u901f<\/p>\n<p>2024\u5e74\u306b\u306f\u30d0\u30a4\u30ca\u30ea\u30fc\u30af\u30ed\u30e0\u30de\u30b9\u30af\u304c\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306e\u6700\u5927\u306e44.3%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u300165nm\u304a\u3088\u3073\u305d\u308c\u4ee5\u524d\u306e\u30ce\u30fc\u30c9\u3084\u307b\u3068\u3093\u3069\u306e\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u5c64\u306b\u5f15\u304d\u7d9a\u304d\u5bfe\u5fdc\u3059\u308b\u8cbb\u7528\u5bfe\u52b9\u679c\u306e\u9ad8\u3044\u88fd\u9020\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u305d\u306e\u6c38\u7d9a\u7684\u306a\u95a2\u9023\u6027\u306f\u3001\u5e02\u5834\u306e\u4f4e\u8ff7\u671f\u306b\u304a\u3051\u308b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001EUV\u30de\u30b9\u30af\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304a\u3088\u3073IDM\u306b\u304a\u3051\u308b3nm\u4ee5\u4e0b\u306e\u30d7\u30ed\u30bb\u30b9\u7acb\u3061\u4e0a\u3052\u306b\u727d\u5f15\u3055\u308c\u30015.4%\u3068\u6700\u3082\u901f\u3044CAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u5404EUV\u30de\u30b9\u30af\u306f\u5149\u5b66\u30af\u30ed\u30e0\u30de\u30b9\u30af\u306e\u6570\u500d\u306e\u4fa1\u683c\u3067\u8ca9\u58f2\u3055\u308c\u3001\u5358\u4f4d\u6570\u91cf\u304c\u5c11\u306a\u304f\u3066\u3082\u53ce\u76ca\u3092\u62e1\u5927\u3055\u305b\u307e\u3059\u3002\u6e1b\u8870\u578b\u304a\u3088\u3073\u4ea4\u4e92\u4f4d\u76f8\u30b7\u30d5\u30c8\u30de\u30b9\u30af\u306f\u3001\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u30ec\u30a4\u30e4\u30fc\u306e\u5149\u5b66\u30d5\u30ed\u30fc\u3092\u88dc\u5b8c\u3057\u3001\u30ca\u30ce\u30a4\u30f3\u30d7\u30ea\u30f3\u30c8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306f\u3001\u7279\u5fb4\u306e\u5747\u4e00\u6027\u304c\u30a4\u30f3\u30d7\u30ea\u30f3\u30c8\u306e\u3070\u3089\u3064\u304d\u3092\u8a31\u5bb9\u3059\u308b\u5834\u5408\u306b\u3001\u9ad8\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u3067\u4f4e\u30b3\u30b9\u30c8\u306e\u4ee3\u66ff\u624b\u6bb5\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30e1\u30e2\u30ea\u30d1\u30bf\u30fc\u30cb\u30f3\u30b0\u306e\u30cb\u30c3\u30c1\u3092\u78ba\u7acb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\uff1a\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u304c\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u3068\u3057\u3066\u53f0\u982d<\/p>\n<p>2024\u5e74\u306b\u306f\u534a\u5c0e\u4f53\u304a\u3088\u3073IC\u88fd\u9020\u304c\u53ce\u76ca\u30b7\u30a7\u30a2\u306e71.2%\u3092\u5360\u3081\u3001\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u9700\u8981\u3092\u727d\u5f15\u3059\u308b\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u30a6\u30a7\u30cf\u30fc\u51e6\u7406\u306e\u4e2d\u5fc3\u7684\u306a\u5f79\u5272\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306f\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3042\u305f\u308a\u8907\u6570\u306eRDL\u304a\u3088\u3073\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u5c64\u3092\u5fc5\u8981\u3068\u3059\u308b\u305f\u3081\u3001\u6700\u3082\u5805\u8abf\u306a6.2%\u306eCAGR\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u88fd\u9020\uff08LCD\u3001AMOLED\u3001\u65b0\u8208\u306e\u30de\u30a4\u30af\u30edOLED\uff09\u306f\u3001\u30d1\u30cd\u30eb\u4fa1\u683c\u304c\u5909\u52d5\u3057\u3066\u3082\u5927\u9762\u7a4d\u30de\u30b9\u30af\u306e\u8abf\u9054\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002MEMS\u3001\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u3001\u30bb\u30f3\u30b5\u30fc\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u8d85\u9ad8\u30a2\u30b9\u30da\u30af\u30c8\u6bd4\u30d1\u30bf\u30fc\u30f3\u3084\u30c0\u30d6\u30eb\u9732\u5149\u30d5\u30ed\u30fc\u3092\u5fc5\u8981\u3068\u3059\u308b\u3001\u7740\u5b9f\u3067\u306f\u3042\u308b\u3082\u306e\u306e\u5c0f\u898f\u6a21\u306a\u9700\u8981\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30de\u30b9\u30af\u306f\u3001\u57fa\u677f\u30b5\u30a4\u30ba\u3068\u30a2\u30e9\u30a4\u30e1\u30f3\u30c8\u8981\u4ef6\u306b\u304a\u3044\u3066\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u30bb\u30c3\u30c8\u3068\u306f\u7570\u306a\u308a\u3001\u30d9\u30f3\u30c0\u30fc\u306f\u5927\u578b\u306e\u63cf\u753b\u88c5\u7f6e\u3068\u8a08\u6e2c\u6a5f\u5668\u3092\u8abf\u9054\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u53f0\u982d\u306f\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5de5\u5834\u304c\u304b\u3064\u3066\u30a6\u30a7\u30cf\u30fc\u30d5\u30a1\u30d6\u5411\u3051\u306b\u4e88\u7d04\u3055\u308c\u3066\u3044\u305f\u6570\u306e\u30de\u30b9\u30af\u3092\u6ce8\u6587\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u6b74\u53f2\u7684\u306a\u30ae\u30e3\u30c3\u30d7\u3092\u7e2e\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6700\u7d42\u7528\u9014\u7523\u696d\u5225\uff1a\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30e1\u30fc\u30ab\u30fc\u304c\u6210\u9577\u3092\u52a0\u901f<\/p>\n<p>2024\u5e74\u306b\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304a\u3088\u3073IDM\u304c59.1%\u3092\u5360\u3081\u3001\u6700\u9ad8\u306e\u30a6\u30a7\u30cf\u30fc\u91cf\u3068\u6700\u5148\u7aef\u306e\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30ce\u30fc\u30c9\u3092\u5236\u5fa1\u3057\u3001\u5b9a\u671f\u7684\u306a\u5927\u91cf\u6ce8\u6587\u3092\u727d\u5f15\u3057\u307e\u3057\u305f\u3002\u305d\u308c\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30d1\u30cd\u30eb\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u97d3\u56fd\u3068\u4e2d\u56fd\u3067Gen 8+ AMOLED\u306e\u751f\u7523\u80fd\u529b\u304c\u62e1\u5927\u3057\u3001\u30ec\u30a4\u30e4\u30fc\u6570\u3068\u30aa\u30fc\u30d0\u30fc\u30ec\u30a4\u8a31\u5bb9\u5ea6\u304c\u53b3\u3057\u304f\u306a\u308b\u306b\u3064\u308c\u3066\u30016.5%\u3068\u6700\u3082\u901f\u3044CAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30a1\u30d6\u30ec\u30b9\u8a2d\u8a08\u4f1a\u793e\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u4ecb\u3057\u3066\u9593\u63a5\u7684\u306b\u30de\u30b9\u30af\u3092\u8cfc\u5165\u3059\u308b\u305f\u3081\u3001\u305d\u306e\u5f71\u97ff\u306f\u76f4\u63a5\u7684\u306a\u8abf\u9054\u3067\u306f\u306a\u304f\u6280\u8853\u4ed5\u69d8\u306b\u73fe\u308c\u307e\u3059\u3002OSAT\uff08Outsourced Semiconductor Assembly and Test\uff09\u4f01\u696d\u306f\u30013DIC\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u3078\u306e\u79fb\u884c\u306b\u4f34\u3044\u3001\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u9700\u8981\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df<\/p>\n<p>\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u30012024\u5e74\u306b\u4e16\u754c\u306e\u58f2\u4e0a\u9ad8\u306e71.9%\u3092\u78ba\u4fdd\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u53f0\u6e7e\u3001\u97d3\u56fd\u3001\u4e2d\u56fd\u304c\u6700\u5148\u7aef\u30d5\u30a1\u30d6\u306e\u6700\u3082\u5bc6\u5ea6\u306e\u9ad8\u3044\u96c6\u4e2d\u5730\u3067\u3042\u308a\u3001\u6700\u3082\u5b8c\u5168\u306a\u30de\u30b9\u30af\u88fd\u9020\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u64c1\u3057\u3066\u3044\u308b\u305f\u3081\u3067\u3059\u3002TSMC\u3060\u3051\u3067\u3082\u4e16\u754c\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u53ce\u76ca\u306e60%\u4ee5\u4e0a\u3092\u5360\u3081\u3001\u56db\u534a\u671f\u3054\u3068\u306b\u81a8\u5927\u306a\u91cf\u306e\u30ec\u30c1\u30af\u30eb\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\u306e\u77f3\u82f1\u57fa\u677f\u3001NuFlare\u306e\u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u3001Mycronic\u306e\u4fee\u7406\u30c4\u30fc\u30eb\u3068\u3044\u3063\u305f\u88dc\u5b8c\u7684\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u3001\u540c\u4e00\u5730\u57df\u5185\u3067\u306e\u8abf\u9054\u3092\u53ef\u80fd\u306b\u3057\u3001\u30b5\u30a4\u30af\u30eb\u30bf\u30a4\u30e0\u306e\u30ea\u30b9\u30af\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306f\u8f38\u51fa\u898f\u5236\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u6210\u719f\u30ce\u30fc\u30c9\u306e\u751f\u7523\u80fd\u529b\u3092\u4e8c\u6841\u306e\u30da\u30fc\u30b9\u3067\u8ffd\u52a0\u3057\u7d9a\u3051\u3066\u304a\u308a\u3001\u5149\u5b66\u30af\u30ed\u30e0\u30de\u30b9\u30af\u306e\u7d99\u7d9a\u7684\u306a\u9700\u8981\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002\u97d3\u56fd\u306e4710\u5104\u7c73\u30c9\u30eb\u306e\u30af\u30e9\u30b9\u30bf\u30fc\u8a08\u753b\u306f\u30012047\u5e74\u307e\u3067\u306b16\u306e\u65b0\u898f\u30d5\u30a1\u30d6\u3092\u8ffd\u52a0\u3057\u3001\u305d\u308c\u305e\u308c\u306b\u5c02\u7528\u306e\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u30a4\u30f3\u30d5\u30e9\u304c\u6574\u5099\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306e\u512a\u4f4d\u6027\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6b27\u5dde<\/p>\n<p>\u6b27\u5dde\u306f\u3001\u6b27\u5ddeCHIPS\u6cd5\u306e\u4e0b\u3067\u653f\u5e9c\u304c\u534a\u5c0e\u4f53\u4e3b\u6a29\u30d7\u30ed\u30b0\u30e9\u30e0\u306b\u8cc7\u91d1\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u305f\u3081\u30014.6%\u306eCAGR\u3067\u6700\u3082\u901f\u304f\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002Tekscend Photomask\u306e\u30c9\u30ec\u30b9\u30c7\u30f3\u5de5\u5834\u306b\u304a\u3051\u308b\u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u306e\u5c0e\u5165\u306f\u3001\u8907\u96d1\u306a\u30de\u30b9\u30af\u306e\u63cf\u753b\u6642\u9593\u3092\u6570\u65e5\u304b\u3089\u6570\u6642\u9593\u306b\u77ed\u7e2e\u3057\u3001\u5148\u9032\u30ce\u30fc\u30c9\u751f\u7523\u306b\u5bfe\u3059\u308b\u5927\u9678\u306e\u6e96\u5099\u614b\u52e2\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30c9\u30a4\u30c4\u306f\u3001ZEISS SMT\u304c\u30a4\u30a8\u30ca\u3001\u30aa\u30fc\u30d0\u30fc\u30b3\u30c3\u30d8\u30f3\u3001\u30f4\u30a7\u30c3\u30c4\u30e9\u30fc\u3067\u30de\u30b9\u30af\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u62e0\u70b9\u3092\u62e1\u5927\u3057\u3001\u5149\u5b66\u3001\u30d6\u30e9\u30f3\u30af\u3001\u63cf\u753b\u3092\u5730\u57df\u306e\u30d5\u30a1\u30d6\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u5730\u57df\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u6226\u7565\u7684\u7126\u70b9\u306f\u3001\u6b27\u5dde\u304c\u3059\u3067\u306b\u8a2d\u8a08\u3068\u30b7\u30b9\u30c6\u30e0\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3064\u81ea\u52d5\u8eca\u304a\u3088\u3073\u7523\u696d\u7528\u30c1\u30c3\u30d7\u306b\u7f6e\u304b\u308c\u3066\u304a\u308a\u3001\u56fd\u5185\u306e\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u63a1\u7528\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5317\u7c73<\/p>\n<p>\u5317\u7c73\u306f\u3001CHIPS\u6cd5\u306b\u3088\u308b527\u5104\u7c73\u30c9\u30eb\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u6069\u6075\u3092\u53d7\u3051\u3066\u304a\u308a\u3001\u30a2\u30ea\u30be\u30ca\u3001\u30aa\u30cf\u30a4\u30aa\u3001\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u3067\u306e\u30d5\u30a1\u30d6\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u4fc3\u9032\u3057\u3001\u8fd1\u96a3\u306e\u30de\u30b9\u30af\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u65b0\u305f\u306a\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002TSMC\u306e\u30a2\u30ea\u30be\u30ca\u306b\u3042\u308b1650\u5104\u7c73\u30c9\u30eb\u306e\u8907\u5408\u65bd\u8a2d\u3060\u3051\u3067\u3082\u3001\u5e74\u9593\u6570\u5343\u679a\u306eEUV\u30de\u30b9\u30af\u3092\u6d88\u8cbb\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u304a\u308a\u3001\u30a2\u30b8\u30a2\u304a\u3088\u3073\u6b27\u5dde\u306e\u30d9\u30f3\u30c0\u30fc\u304c\u73fe\u5730\u306b\u30b5\u30c6\u30e9\u30a4\u30c8\u62e0\u70b9\u3092\u8a2d\u7acb\u3059\u308b\u3088\u3046\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002Intel\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u63a8\u9032\u3001GlobalFoundries\u306e\u62e1\u5f35\u3001\u304a\u3088\u3073\u8907\u6570\u306e\u7279\u6b8a\u30d5\u30a1\u30d6\u304c\u9867\u5ba2\u57fa\u76e4\u3092\u591a\u69d8\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30b3\u30b9\u30c8\u69cb\u9020\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u3088\u308a\u3082\u9ad8\u3044\u305f\u3081\u3001\u5229\u76ca\u7387\u306f\u8fc5\u901f\u306a\u8a66\u4f5c\u3084\u30aa\u30f3\u30b5\u30a4\u30c8\u3067\u306e\u6b20\u9665\u5206\u6790\u306a\u3069\u306e\u4ed8\u52a0\u4fa1\u5024\u30b5\u30fc\u30d3\u30b9\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306f\u3001\u8cc7\u672c\u96c6\u7d04\u5ea6\u3068\u6280\u8853\u7684\u30cf\u30fc\u30c9\u30eb\u304c\u9ad8\u3044\u305f\u3081\u3001\u65b0\u898f\u53c2\u5165\u304c\u963b\u5bb3\u3055\u308c\u3001\u4e2d\u7a0b\u5ea6\u306e\u7d71\u5408\u72b6\u614b\u306b\u3042\u308a\u307e\u3059\u3002\u30c8\u30c3\u30d1\u30f3\uff08Tekscend\u7d4c\u7531\uff09\u3001\u5927\u65e5\u672c\u5370\u5237\u3001Photronics\u304c\u30c8\u30c3\u30d7\u30c6\u30a3\u30a2\u3092\u5f62\u6210\u3057\u3066\u304a\u308a\u3001\u305d\u308c\u305e\u308cEUV\u5411\u3051\u306e\u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u7fa4\u3001\u7a4d\u6975\u7684\u306a\u4f4d\u76f8\u30b7\u30d5\u30c8\u30e9\u30a4\u30d6\u30e9\u30ea\u3001\u5305\u62ec\u7684\u306a\u691c\u67fb\u30eb\u30fc\u30d7\u3092\u904b\u7528\u3057\u3066\u3044\u307e\u3059\u3002DNP\u304c2nm\u4ee5\u964d\u306eEUV\u30de\u30b9\u30af\u306e\u4f9b\u7d66\u3092\u958b\u59cb\u3057\u305f\u3053\u3068\u306f\u3001\u305d\u306eR&#038;D\u512a\u4f4d\u6027\u3092\u8a3c\u660e\u3057\u3001\u6700\u5148\u7aef\u306e\u8a8d\u5b9a\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u307e\u3059\u3002Photronics\u306f\u3001\u5e02\u5834\u306e\u4f4e\u8ff7\u671f\u3067\u3082\u30cf\u30a4\u30a8\u30f3\u30c9IC\u304a\u3088\u3073\u30d5\u30e9\u30c3\u30c8\u30d1\u30cd\u30eb\u30de\u30b9\u30af\u306b\u5bfe\u3059\u308b\u5805\u8abf\u306a\u9700\u8981\u3092\u6307\u6458\u3057\u3066\u304a\u308a\u3001\u3088\u308a\u9ad8\u5c64\u5316\u3059\u308b\u8907\u96d1\u6027\u3078\u306e\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u7406\u7684\u591a\u69d8\u5316\u304c\u65b0\u305f\u306a\u7af6\u4e89\u306e\u5834\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002Tekscend\u306e\u30c9\u30ec\u30b9\u30c7\u30f3\u5de5\u5834\u3001Photronics\u306e\u53a6\u9580\u3067\u306e\u62e1\u5f35\u3001\u304a\u3088\u3073\u7c73\u56fd\u3078\u306e\u9032\u51fa\u306f\u3001\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u304b\u3089\u53ce\u76ca\u3092\u4fdd\u8b77\u3057\u3064\u3064\u3001\u9867\u5ba2\u306e\u73fe\u5730\u5316\u8981\u4ef6\u306b\u5408\u308f\u305b\u308b\u305f\u3081\u306e\u53d6\u308a\u7d44\u307f\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002Mycronic\u304c2025\u5e747\u6708\u306b\u97d3\u56fd\u306eCowin DST\u3092\u8cb7\u53ce\u3057\u305f\u3053\u3068\u306f\u3001\u4fee\u7406\u80fd\u529b\u3092\u5f37\u5316\u3057\u3001\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u304a\u3088\u3073\u534a\u5c0e\u4f53\u9867\u5ba2\u306b\u304a\u3051\u308b\u8db3\u5834\u3092\u56fa\u3081\u308b\u3082\u306e\u3067\u3059\u3002KLA\u3001ZEISS\u3001DuPont\u306a\u3069\u306e\u95a2\u9023\u3059\u308b\u88c5\u7f6e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3082\u3001\u691c\u67fb\u3001\u30da\u30ea\u30af\u30eb\u3001\u30ec\u30b8\u30b9\u30c8\u6750\u6599\u3067\u30de\u30b9\u30af\u30e1\u30fc\u30ab\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u5730\u57df\u5de5\u5834\u3092\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u9023\u643a\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6280\u8853\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f\u73fe\u5728\u3001\u6e2c\u5b9a\u6642\u9593\u3092\u77ed\u7e2e\u3057\u3001\u518d\u30b9\u30d4\u30f3\u3092\u524a\u6e1b\u3059\u308bAI\u5bfe\u5fdc\u306e\u6b20\u9665\u691c\u51fa\u3092\u512a\u5148\u3057\u3066\u3044\u307e\u3059\u30027nm\u30b5\u30d6\u30af\u30ec\u30bb\u30f3\u30c8\u7279\u5fb4\u3092\u51e6\u7406\u3067\u304d\u308b\u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u304c\u91cf\u7523\u306b\u5165\u308a\u3001\u5f93\u6765\u306e\u96fb\u5b50\u30d3\u30fc\u30e0\u30c4\u30fc\u30eb\u3092\u8d85\u3048\u308b\u751f\u7523\u6027\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u30ca\u30ce\u30a4\u30f3\u30d7\u30ea\u30f3\u30c8\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306a\u3069\u306e\u4ee3\u66ff\u30d1\u30bf\u30fc\u30cb\u30f3\u30b0\u306f\u3001\u9078\u629e\u7684\u306a\u4ee3\u66ff\u3068\u306a\u308b\u53ef\u80fd\u6027\u3092\u79d8\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u4f9d\u7136\u3068\u3057\u3066\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u3068\u30da\u30ea\u30af\u30eb\u306b\u95a2\u3059\u308b\u8ab2\u984c\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u7af6\u4e89\u306f\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30de\u30b9\u30af\u306e\u5206\u91ce\u3067\u6fc0\u5316\u3057\u3066\u304a\u308a\u3001\u5927\u578b\u63cf\u753b\u88c5\u7f6e\u3084\u5e83\u8996\u91ce\u5149\u5b66\u30a2\u30e9\u30a4\u30e1\u30f3\u30c8\u306e\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3064\u65e2\u5b58\u4f01\u696d\u304c\u5c11\u306a\u3044\u305f\u3081\u3001\u6a5f\u654f\u306a\u5c02\u9580\u4f01\u696d\u306b\u3068\u3063\u3066\u65b0\u305f\u306a\u5e02\u5834\u6a5f\u4f1a\u304c\u751f\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u696d\u754c\u306e\u4e3b\u8981\u4f01\u696d<\/p>\n<p>*   Tekscend Photomask Inc.<br \/>\n*   Dai Nippon Printing Co., Ltd.<br \/>\n*   Photronics, Inc.<br \/>\n*   Hoya Corporation<br \/>\n*   SK-Electronics Co., Ltd.<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e747\u6708: Mycronic AB\u306e\u30d1\u30bf\u30fc\u30f3\u30b8\u30a7\u30cd\u30ec\u30fc\u30bf\u30fc\u90e8\u9580\u304c\u97d3\u56fd\u306e\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u4fee\u7406\u5c02\u9580\u4f01\u696d\u3067\u3042\u308bCowin DST\u3092\u8cb7\u53ce\u3057\u30012025\u5e74\u306e\u53ce\u76ca\u4e88\u6e2c\u306b1000\u4e07\u7c73\u30c9\u30eb\u3092\u8ffd\u52a0\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e743\u6708: Cica-Huntek Chemical Technology Taiwan\u306f\u30013nm\u304a\u3088\u30735nm\u30d5\u30a1\u30d6\u5411\u3051\u306e\u30c7\u30a3\u30b9\u30da\u30f3\u30b9\u30b7\u30b9\u30c6\u30e0\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u3001\u7c73\u56fd\u5b50\u4f1a\u793e\u306b1.23\u5104\u7c73\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e743\u6708: Imec\u3068ZEISS\u306f\u30012nm\u4ee5\u4e0b\u306eR&#038;D\u304a\u3088\u3073NanoIC\u30d1\u30a4\u30ed\u30c3\u30c8\u30e9\u30a4\u30f3\u3092\u652f\u63f4\u3059\u308b\u305f\u3081\u3001\u6226\u7565\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u5951\u7d04\u30922029\u5e74\u307e\u3067\u5ef6\u9577\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e741\u6708: TSMC\u306fASML\u306eHigh-NA EUV\u30c4\u30fc\u30eb\u3092\u53d7\u9818\u3057\u3001\u53f0\u6e7e\u306f\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306e\u30aa\u30f3\u30b0\u30b9\u30c8\u30ed\u30fc\u30e0\u6642\u4ee3\u306b\u7a81\u5165\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e7412\u6708: \u5927\u65e5\u672c\u5370\u5237\u306f\u30012nm\u4ee5\u964d\u306e\u30ce\u30fc\u30c9\u5411\u3051High-NA\u30c4\u30fc\u30eb\u306b\u5bfe\u5fdc\u3057\u305f\u8a55\u4fa1\u7528EUV\u30de\u30b9\u30af\u306e\u4f9b\u7d66\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306f\u3001\u534a\u5c0e\u4f53\u30a6\u30a7\u30cf\u30fc\u3001\u30d5\u30e9\u30c3\u30c8\u30d1\u30cd\u30eb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\uff08FPD\uff09\u3001MEMS\u30c7\u30d0\u30a4\u30b9\u306b\u56de\u8def\u30d1\u30bf\u30fc\u30f3\u3092\u8ee2\u5199\u3059\u308b\u305f\u3081\u306e\u9ad8\u7cbe\u5ea6\u306a\u30d7\u30ec\u30fc\u30c8\u307e\u305f\u306f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u88fd\u9020\u30fb\u4f9b\u7d66\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u9ad8\u5ea6\u306a\u30c1\u30c3\u30d7\u3084\u96fb\u5b50\u90e8\u54c1\u306e\u88fd\u9020\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u7cbe\u5bc6\u306a\u30d1\u30bf\u30fc\u30cb\u30f3\u30b0\u3068\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u3092\u53ef\u80fd\u306b\u3059\u308b\u57fa\u76e4\u6280\u8853\u3067\u3059\u3002\u5e02\u5834\u306e\u6210\u9577\u306f\u3001\u534a\u5c0e\u4f53\u6280\u8853\u306e\u9032\u6b69\u3001\u8a2d\u8a08\u306e\u8907\u96d1\u5316\u3001EUV\u306a\u3069\u306e\u65b0\u3057\u3044\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u6280\u8853\u306e\u63a1\u7528\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u306b\u3088\u308b\u3068\u3001\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u5e02\u5834\u306f2025\u5e74\u306b60.8\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3057\u30012030\u5e74\u306b\u306f75.9\u5104\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e3b\u306a\u63a8\u9032\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u70b9\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<br \/>\n*   \u53f0\u6e7e\u3068\u97d3\u56fd\u306b\u304a\u3051\u308bHigh-NA EUV\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u306e\u63a1\u7528\u62e1\u5927\u3002<br \/>\n*   \u7c73\u56fd\u304a\u3088\u3073EU\u306eCHIPS\u6cd5\u306b\u3088\u308b\u3001\u5916\u90e8\u59d4\u8a17\u578b\u30de\u30b9\u30af\u88fd\u9020\u306e\u4fc3\u9032\u3002<br \/>\n*   AMOLED Gen 8+\u88fd\u9020\u5de5\u5834\u306b\u304a\u3051\u308b30\u5c64\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30de\u30b9\u30af\u306e\u9700\u8981\u5897\u52a0\u3002<br \/>\n*   ADAS\uff08\u5148\u9032\u904b\u8ee2\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\uff09\u304a\u3088\u307328nm\u4ee5\u4e0b\u306e\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u306b\u304a\u3051\u308b\u5927\u9762\u7a4d\u30ec\u30c1\u30af\u30eb\u306e\u9700\u8981\u3002<br \/>\n*   \u30c1\u30c3\u30d7\u30ec\u30c3\u30c8RDL\uff08\u518d\u914d\u7dda\u5c64\uff09\u304a\u3088\u3073\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u6025\u5897\u3002<br \/>\n*   AI\u3092\u6d3b\u7528\u3057\u305f\u6b20\u9665\u691c\u67fb\u306b\u3088\u308b\u3001\u81ea\u793e\u5de5\u5834\u306b\u304a\u3051\u308b\u30bf\u30fc\u30f3\u30a2\u30e9\u30a6\u30f3\u30c9\u30bf\u30a4\u30e0\uff08TAT\uff09\u306e\u77ed\u7e2e\u3002<br \/>\n\u7279\u306b\u30013nm\u4ee5\u4e0b\u306e\u30ce\u30fc\u30c9\u3092\u91cf\u7523\u3059\u308b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3067\u306f\u3001\u3088\u308a\u5fae\u7d30\u306a\u30d1\u30bf\u30fc\u30f3\u3068\u30b9\u30eb\u30fc\u30d7\u30c3\u30c8\u5411\u4e0a\u306e\u305f\u3081EUV\u30de\u30b9\u30af\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff095.4%\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d9\u30fc\u30b9\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3088\u308a\u3001RDL\u304a\u3088\u3073\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u5411\u3051\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30de\u30b9\u30af\u306fCAGR 6.2%\u3067\u6700\u3082\u901f\u3044\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u963b\u5bb3\u3059\u308b\u8981\u56e0\u3082\u5b58\u5728\u3057\u307e\u3059\u3002<br \/>\n*   EUV\u30de\u30b9\u30af\u30d6\u30e9\u30f3\u30af\u306e\u6b20\u9665\u7387\u304c5 defects\/cm\u00b2\u3092\u8d85\u3048\u3001\u30b9\u30af\u30e9\u30c3\u30d7\u304c\u5897\u52a0\u3057\u3066\u3044\u308b\u3053\u3068\u3002<br \/>\n*   \u65e5\u672c\u306b\u304a\u3051\u308b\u9ad8\u7d14\u5ea6\u77f3\u82f1\u57fa\u677f\u306e\u4f9b\u7d66\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u3088\u308a\u3001High-NA EUV\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3068\u30b3\u30b9\u30c8\u304c\u5897\u5927\u3057\u3066\u3044\u308b\u3053\u3068\uff082026\u5e74\u306e\u65b0\u30e9\u30a4\u30f3\u7a3c\u50cd\u307e\u3067\u7d9a\u304f\u898b\u8fbc\u307f\uff09\u3002<br \/>\n*   \u30de\u30eb\u30c1\u30d3\u30fc\u30e0\u63cf\u753b\u88c5\u7f6e\u306b\u5bfe\u3059\u308b\u8f38\u51fa\u898f\u5236\u304c\u4e2d\u56fd\u306e\u6210\u9577\u3092\u5236\u9650\u3057\u3066\u3044\u308b\u3053\u3068\u3002<br \/>\n*   \u97d3\u56fd\u3068\u53f0\u6e7e\u306b\u304a\u3051\u308b\u96fb\u6c17\u6599\u91d1\u306e\u9ad8\u9a30\u3002<\/p>\n<p>\u5730\u57df\u5225\u3067\u306f\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c2024\u5e74\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e71.9%\u3092\u5360\u3081\u3001\u53f0\u6e7e\u3068\u97d3\u56fd\u306e\u5148\u9032\u7684\u306a\u88fd\u9020\u5de5\u5834\u306b\u652f\u3048\u3089\u308c\u3001\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306f\u3001\u88fd\u54c1\u30bf\u30a4\u30d7\uff08\u30ec\u30c1\u30af\u30eb\u3001\u30de\u30b9\u30bf\u30fc\u30de\u30b9\u30af\u3001\u30b3\u30d4\u30fc\/\u30c9\u30fc\u30bf\u30fc\u30de\u30b9\u30af\uff09\u3001\u30de\u30b9\u30af\u30bf\u30a4\u30d7\uff08\u30d0\u30a4\u30ca\u30ea\u30af\u30ed\u30e0\u30de\u30b9\u30af\u3001\u6e1b\u8870\u578b\u4f4d\u76f8\u30b7\u30d5\u30c8\u30de\u30b9\u30af\u3001\u4ea4\u4e92\u4f4d\u76f8\u30b7\u30d5\u30c8\u30de\u30b9\u30af\u3001\u30af\u30ed\u30e0\u30ec\u30b9\u4f4d\u76f8\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30de\u30b9\u30af\u3001EUV\u30d5\u30a9\u30c8\u30de\u30b9\u30af\u3001\u30ca\u30ce\u30a4\u30f3\u30d7\u30ea\u30f3\u30c8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306a\u3069\uff09\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\uff08\u534a\u5c0e\u4f53\u30fbIC\u88fd\u9020\u3001\u30d5\u30e9\u30c3\u30c8\u30d1\u30cd\u30eb\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u3001MEMS\u30bb\u30f3\u30b5\u30fc\u3001\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30fb\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u306a\u3069\uff09\u3001\u30a8\u30f3\u30c9\u30e6\u30fc\u30b9\u7523\u696d\uff08\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fbIDM\u3001\u30d5\u30a1\u30d6\u30ec\u30b9\u8a2d\u8a08\u4f1a\u793e\u3001\u30c7\u30a3\u30b9\u30d7\u30ec\u30a4\u30d1\u30cd\u30eb\u30e1\u30fc\u30ab\u30fc\u3001OSAT\/\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306a\u3069\uff09\u3001\u304a\u3088\u3073\u5730\u57df\uff08\u5317\u7c73\u3001\u6b27\u5dde\u3001\u5357\u7c73\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\uff09\u306b\u3088\u3063\u3066\u8a73\u7d30\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u306b\u3064\u3044\u3066\u306f\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u304c\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u4e3b\u8981\u4f01\u696d\u3068\u3057\u3066\u306f\u3001Tekscend Photomask Inc. (Toppan)\u3001\u5927\u65e5\u672c\u5370\u5237\u682a\u5f0f\u4f1a\u793e\u3001Photronics, Inc.\u3001HOYA\u682a\u5f0f\u4f1a\u793e\u3001SK-Electronics Co., Ltd.\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u3001\u5404\u793e\u306e\u52d5\u5411\u304c\u5e02\u5834\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u5e02\u5834\u306f\u3001\u6280\u8853\u9769\u65b0\u3068\u5730\u653f\u5b66\u7684\u306a\u8981\u56e0\u304c\u8907\u96d1\u306b\u7d61\u307f\u5408\u3044\u306a\u304c\u3089\u3001\u4eca\u5f8c\u3082\u6210\u9577\u3092\u7d9a\u3051\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/77667"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=77667"}],"version-history":[{"count":1,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/77667\/revisions"}],"predecessor-version":[{"id":77670,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/77667\/revisions\/77670"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=77667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=77667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=77667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}