Semiconductor EUV Pellicles Market Trends and Forecast
The future of the global semiconductor EUV pellicles market looks promising with opportunities in the semiconductor manufacturer and laboratory markets. The global semiconductor EUV pellicles market is expected to grow with a CAGR of 9.9% from 2025 to 2031. The major drivers for this market are growing demand for advanced semiconductor nodes like 7nm, 5nm, and below requiring extreme ultraviolet, increasing adoption of EUV lithography for mass production of high-performance chips in industries, and rising need for higher yields and precision in semiconductor manufacturing.
• Lucintel forecasts that, within the type category, above 90% is expected to witness the highest growth over the forecast period due to its critical role in enabling high-performance EUV lithography, which is essential for the production of advanced semiconductor nodes.
• Within the application category, semiconductor manufacturer is expected to witness higher growth due to their reliance on EUV lithography for mass semiconductor production.
• In terms of region, APAC is expected to witness the highest growth over the forecast period due to its dominance in semiconductor manufacturing, and significant investments in the semiconductor industry.
Emerging Trends in the Semiconductor EUV Pellicles Market
The semiconductor EUV pellicles market is highly dynamic, and new trends emerge to address the unique challenges that extreme ultraviolet lithography presents. Below are five key trends reshaping the market.
• More Demand for Higher Transmission Pellicles: The demand for higher transmission pellicles increases with the advance of EUV lithography to smaller nodes. Pellicle transparency directly affects the resolution and accuracy of semiconductor devices. Companies are working to create pellicles that will allow better transmission without losing the capability to prevent contamination of photomasks. This is an important trend for semiconductor manufacturing to progress at 5nm and 3nm nodes.
• Development of Contamination-Resistant Pellicles: The performance of EUV pellicles is very sensitive to contamination during the fabrication process. New developments are going to concern pellicles that are more resistant to dust, particles, and other contaminants which can affect the quality of the photomasks and therefore of the final semiconductor product. Enhanced resistance against contamination in pellicles will enhance yields and reduce defects in semiconductor devices.
• Cost-Effective Focus: With more demand from EUV pellicles, reducing the cost of production is the increasing focus. Manufacturers are searching for ways to make the production process simpler and reduce the material costs without compromising their performance and quality aspects. This trend will therefore help the semiconductor manufacturers to increase the accessibility of EUV lithography technology, especially where the current nodes are small and their implementation has become mandatory.
• Advancements in Pellicle Durability: Durability remains a significant challenge for EUV pellicles, as they must withstand the extreme conditions of EUV exposure without degrading. Research efforts are focused on improving the structural integrity and longevity of pellicles, enabling them to maintain their performance over extended periods of use. These advancements will reduce the frequency of pellicle replacement, making the EUV lithography process more efficient and cost-effective.
• Completely Integrated Solution: Solutions are growing with fully integrated ones. Moving ahead, completely integrated solutions can emerge in the market for pellicles to improve the level of efficiency within their transmission, while the amount of contamination-resistant resistance would come alongside with already-established EUV lithography equipment, making semiconductor production smoother for integration, reducing further waste with respect to inefficiency and improvement of yield.
These new trends are transforming the semiconductor EUV pellicles market to concentrate on bettering the transmission rates, contamination resistance, and durability at a reduced cost. With the industry heading towards advanced nodes of semiconductors, these trends will keep pushing the innovation wheels to bring the next generation of semiconductor technologies into the world.
Recent Development in the Semiconductor EUV Pellicles Market
Semiconductors‘ EUV pellicles have seen several crucial developments in recent years. Innovation is critical as it addresses issues with extreme ultraviolet lithography and the continually increasing demand for smaller, powerful semiconductor devices.
• Increased Transmission Rates: The new developments in pellicle materials have been oriented toward increasing transmission rates, which is a key factor in keeping the resolution of semiconductor devices. Increasing transparency without compromising contamination resistance has been the major breakthrough for manufacturers in optimizing the performance of EUV pellicles for advanced nodes.
• Improved Contamination Resistance: The main aim of significant research in recent times was the creation of pellicles with improved contamination resistance. Novel materials and coatings are being screened for preventing dust and particle contamination, which sometimes influence the photomask quality and yield rates in semiconductor manufacturing. These have a high potential to improve the reliability of EUV lithography by several folds.
• Sustainability in Pellicle Manufacturing: Sustainability is becoming a priority in EUV pellicle development, with manufacturers focusing on eco-friendly materials and processes. Efforts are being made to reduce waste and energy consumption during pellicle production while maintaining the required performance standards. This aligns with the semiconductor industry‘s growing emphasis on sustainable manufacturing practices.
• Collaborations Between Companies and Research Institutions: A number of collaborations between semiconductor companies and research institutions have been established to accelerate the development of next-generation EUV pellicles. These collaborations address key challenges in pellicle durability, transmission, and cost-efficiency. By pooling resources and expertise, these collaborations are advancing the state of the art in EUV pellicle technology.
• Technological Integration with EUV Lithography Systems: There are new advances ensuring that these pellicles will be absolutely compatible with newer systems of EUV lithography. With a comprehensive integration of the pellicle into the whole EUV process, production becomes more efficient and scalable toward the production of semiconductor chips for future nodes-very small in size and therefore increasingly complex.
These new developments reflect the growing importance of EUV pellicles in semiconductor manufacturing. Through improvements in transmission, contamination resistance, and sustainability, these innovations will help the semiconductor industry to continue to move forward with the development of smaller nodes and more efficient production processes.
Strategic Growth Opportunities in the Semiconductor EUV Pellicles Market
The semiconductor EUV pellicles market offers significant growth opportunities across several key applications. These opportunities are driven by advancements in EUV lithography and the growing demand for high-performance semiconductor devices.
• Advanced semiconductor manufacturing: Since the devices in semiconductors continue to shrink, high-performance EUV pellicles are needed. Advanced semiconductor manufacturing requires pellicles that withstand extreme conditions and maintain high transmission rates. This is an opportunity for growth because the industry is moving toward smaller nodes.
• Consumer Electronics: As smart phones and other wearables like smart fitness watches, among other IoT-enabled gadgets, penetrate and gain grounds on the marketplace, consumer electronics demand continues rising. The sophisticated requirements of consumer electronics lead to demanding requirements from EUV pellicles used. The primary factor for demand from the growth market for this particular application for pellicle materials.
• Automotive Electronics: The rise of electric vehicles and autonomous driving technologies increases the demand for automotive semiconductors. EUV pellicles play a critical role in the production of chips for automotive applications. The automotive industry will continue to integrate advanced semiconductor technologies, leading to increased demand for EUV pellicles.
• Telecom: The 5G roll-outs demand advanced semiconductor components, and semiconductors needed for 5G infrastructure are produced in EUV pellicles. This market is anticipated to grow steeply as more countries and regions are covered with the rollout of 5G networks.
• Industrial Automation: As industries evolve towards automation, there is a growing demand for high-performance semiconductors for robotics, AI, and other automated systems. EUV pellicles in the production of semiconductors create new room for growth in the industrial automation sector.
These growth opportunities point to the growing significance of EUV pellicles in various industries. As the demand for advanced semiconductor devices increases, the EUV pellicles market will expand across multiple applications, which will drive further innovation and development in the field.
Semiconductor EUV Pellicles Market Driver and Challenges
Technological, economic, and regulatory factors impact the semiconductor EUV pellicles market. Some of the major drivers and challenges for this market are mentioned below.
The factors responsible for driving the semiconductor euv pellicles market include:
1. EUV Lithography Technology Advancement: Technological advancements in EUV lithography are driving demand for pellicles. Since the industry is moving towards more minute semiconductor nodes, there is a need for high-performance EUV pellicles that could resist extreme ultraviolet exposure and yet have an efficient transmission coefficient.
2. Increasing Demand for Small-Sized Semiconductors: Miniaturization in semiconductor products is becoming more popular due to application functions at the level of smartphones, wearables, and AI, that increases the demand for small- sized Euclidean pellicles to help manufacture smaller and more powerful chips.
3. Expanding 5G and IoT Technologies: With the constantly emerging deployment of 5G networks and the proliferation of IoT devices, new applications are emerging for EUV pellicles. High-performance semiconductor components are in demand by these technologies, thereby pushing up the demand for high-performance pellicles in semiconductor fabrication.
4. Automotive Demand for Advanced Semiconductors: The rapid shift toward electric and autonomous vehicles is creating demand for advanced semiconductors. As vehicle electronics become crucial to the increasing reliance of the automotive industry on semiconductors, so will the EUV pellicles.
5. Government Investments in Semiconductor Manufacturing: Governments worldwide are investing in semiconductor manufacturing capabilities, which is driving demand for key materials like EUV pellicles. These investments are particularly evident in emerging markets and regions focused on increasing their semiconductor production capabilities.
Challenges in the semiconductor euv pellicles market are:
1. Expensive EUV Pellicles: While demand for higher-performance materials keeps on increasing, the cost of EUV pellicles has become a critical issue. Manufacturing cost is under continuous reduction pressure from manufacturers. High-priced advanced pellicles, however, have been preventing wider adoption.
2. Supply Chain Constraints: Supply chain disruptions, especially for critical materials used in EUV pellicles, can impact production timelines and costs. As the demand for semiconductors increases, securing a reliable supply of pellicle materials is becoming more challenging.
3. Technological Complexity of EUV Lithography: The challenges posed by EUV lithography make the situation difficult for manufacturers. First is the complexity of EUV lithography, along with the challenge of developing pellicles that can function reliably under extreme conditions. This remains a technical challenge in engineering high-performance pellicles meeting all the critical criteria.
Drivers and challenges of the semiconductor EUV pellicles market will require further innovation and investment. The advancement in EUV lithography and growing demand for advanced semiconductor devices open up enormous opportunities, but the high costs and technological complexity must be addressed to continue on this growth trajectory.
List of Semiconductor EUV Pellicles Companies
Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies semiconductor EUV pellicles companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the semiconductor EUV pellicles companies profiled in this report include-
• ASML
• Canatu
• Mitsui Chemicals
• Shin-Etsu
• Toppan Photomasks
• S & S Tech
• Samsung
Semiconductor EUV Pellicles Market by Segment
The study includes a forecast for the global semiconductor EUV pellicles market by type, application, and region.
Semiconductor EUV Pellicles Market by Type [Value from 2019 to 2031]:
• Above 90% Transmittance
• 85%~90% Transmittance
• 80%~85% Transmittance
Semiconductor EUV Pellicles Market by Application [Value from 2019 to 2031]:
• Semiconductor Manufacturer
• Laboratory
Semiconductor EUV Pellicles Market by Region [Value from 2019 to 2031]:
• North America
• Europe
• Asia Pacific
• The Rest of the World
Country Wise Outlook for the Semiconductor EUV Pellicles Market
The semiconductor EUV pellicles market is witnessing huge growth as extreme ultraviolet lithography is a key process in making semiconductors smaller and stronger. Generally, the demand for EUV pellicles, such as thin membranes used to cover photomasks from pollution during the EUV process, increases with the adoption of smaller nodes by the manufacturing sector. Major players around the world from the United States, China, Germany, India, and Japan are working through the development of new solutions targeting pellicle durability, enhancement in transmission efficiencies, and further reduction in their cost-effectiveness.
• United States: Leading vendors in the country along with several major semiconductor suppliers are investing intensely in the innovation of advanced pellicles designed for EUV. U.S. companies are concentrating on improving the material properties of pellicles, especially their resistance to contamination and durability under extreme conditions of EUV lithography. There have been significant advancements in increasing pellicle transmission rates, which impacts the resolution and performance of semiconductor devices. In addition, the U.S. is promoting increased domestic production of pellicles, thereby reducing the country‘s dependency on international suppliers and strengthening its local semiconductor supply chain.
• China: China‘s EUV pellicles market is changing rapidly with the country‘s investment in its domestic semiconductor production capabilities. China has been reliant on international suppliers for its EUV pellicles, but it is now shifting focus toward developing its own EUV pellicle solutions. Local semiconductor companies are boosting R&D activities to enhance the performance of pellicles, especially their EUV exposure resistance while maintaining high transmission rates. These are a part of a broader strategy from China to attain self-sufficiency in the production of semiconductors and reduce dependency on foreign technology. As more domestic production rises, China will become a large market for EUV pellicles.
• Germany: Germany plays a significant role in the development of EUV pellicles with the presence of strong semiconductor manufacturing and material science. German companies are working on developing pellicles that have better resistance to contamination and durability. There is also a need to reduce the defects caused by pellicles in semiconductor devices. Germany is also investing in sustainability efforts to ensure that EUV pellicles are produced using eco-friendly materials and processes. Germany, with its advanced research capabilities, is well positioned to be a leader in the development of high-performance EUV pellicles for next-generation semiconductor technologies.
• India: India is still in its nascent stages of involvement in the semiconductor EUV pellicles market, but there is growing interest in advancing the country‘s semiconductor capabilities. Indian companies are beginning to invest in research and development of EUV pellicles, recognizing the importance of this technology for the future of semiconductor manufacturing. The Indian government is also encouraging domestic production of high-tech semiconductor components, including EUV pellicles, as part of its push to become a major player in the global semiconductor supply chain. While still in the early stages, India is showing promise in adopting and developing EUV pellicle technologies.
• Japan: Japan remains a key player in the global semiconductor EUV pellicles market. The leading research and innovation in EUV pellicle materials in Japanese companies focuses on the improvement of efficiency and lifespan of the pellicles in semiconductor manufacturing. Japanese companies are building on the long history of excellence in material science and taking it forward by developing pellicles that offer higher resistance to EUV light and contaminants. Besides that, it is investing in joint efforts with semiconductor manufacturers on the technical challenges of EUV lithography, including pellicle design and the scalability of its production.
Features of the Global Semiconductor EUV Pellicles Market
Market Size Estimates: Semiconductor EUV pellicles market size estimation in terms of value ($B).
Trend and Forecast Analysis: Market trends (2019 to 2024) and forecast (2025 to 2031) by various segments and regions.
Segmentation Analysis: Semiconductor EUV pellicles market size by various segments, such as by type, application, and region in terms of value ($B).
Regional Analysis: Semiconductor EUV pellicles market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
Growth Opportunities: Analysis of growth opportunities in different type, application, and regions for the semiconductor EUV pellicles market.
Strategic Analysis: This includes M&A, new product development, and competitive landscape of the semiconductor EUV pellicles market.
Analysis of competitive intensity of the industry based on Porter’s Five Forces model.
FAQ
Q1. What is the growth forecast for semiconductor EUV pellicles market?
Answer: The global semiconductor EUV pellicles market is expected to grow with a CAGR of 9.9% from 2025 to 2031.
Q2. What are the major drivers influencing the growth of the semiconductor EUV pellicles market?
Answer: The major drivers for this market are growing demand for advanced semiconductor nodes like 7nm, 5nm, and below requiring extreme ultraviolet, increasing adoption of EUV lithography for mass production of high-performance chips in industries, and rising need for higher yields and precision in semiconductor manufacturing.
Q3. What are the major segments for semiconductor EUV pellicles market?
Answer: The future of the semiconductor EUV pellicles market looks promising with opportunities in the semiconductor manufacturer and laboratory markets.
Q4. Who are the key semiconductor EUV pellicles market companies?
Answer: Some of the key semiconductor EUV pellicles companies are as follows:
• ASML
• Canatu
• Mitsui Chemicals
• Shin-Etsu
• Toppan Photomasks
• S & S Tech
• Samsung
Q5. Which semiconductor EUV pellicles market segment will be the largest in future?
Answer: Lucintel forecasts that, within the type category, above 90% is expected to witness the highest growth over the forecast period due to its critical role in enabling high-performance EUV lithography, which is essential for the production of advanced semiconductor nodes.
Q6. In semiconductor EUV pellicles market, which region is expected to be the largest in next 5 years?
Answer: In terms of region, APAC is expected to witness the highest growth over the forecast period due to its dominance in semiconductor manufacturing, and significant investments in the semiconductor industry.
Q7. Do we receive customization in this report?
Answer: Yes, Lucintel provides 10% customization without any additional cost.
This report answers following 11 key questions:
Q.1. What are some of the most promising, high-growth opportunities for the semiconductor EUV pellicles market by type (above 90% transmittance, 85%~90% transmittance, and 80%~85% transmittance), application (semiconductor manufacturer and laboratory), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
Q.2. Which segments will grow at a faster pace and why?
Q.3. Which region will grow at a faster pace and why?
Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
Q.5. What are the business risks and competitive threats in this market?
Q.6. What are the emerging trends in this market and the reasons behind them?
Q.7. What are some of the changing demands of customers in the market?
Q.8. What are the new developments in the market? Which companies are leading these developments?
Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?
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