2025年中国半导体CMP设备行业概览：半导体制程精密抛光设备，国产厂商崛起（精简版）

Investment Rating - The report indicates a strong growth potential for the semiconductor CMP equipment industry in China, with a projected market size increase from 45 billion RMB in 2022 to 150 billion RMB by 2024, reflecting a compound annual growth rate (CAGR) of 82.6% [7][24]. Core Insights - The semiconductor CMP equipment industry is essential for advanced integrated circuit manufacturing and packaging processes, with the technology becoming increasingly critical as semiconductor manufacturing nodes advance [7]. - The market for semiconductor CMP equipment in China is expected to grow significantly, with projections indicating a market size of approximately 486 billion RMB by 2029, driven by advancements in packaging technology and new memory markets [24][26]. - The competitive landscape shows that the high-end market is dominated by international players such as Applied Materials and Ebara, while domestic companies like Huahai Qingshi are rapidly gaining market share [8][21]. Summary by Sections Industry Status - The semiconductor CMP equipment market in China is experiencing rapid growth, with a market size expected to increase from 45 billion RMB in 2022 to 150 billion RMB by 2024, achieving a CAGR of 82.6% [7][24]. - The CMP process is crucial for technologies such as copper interconnects and FinFET transistors, making it a key component in the evolution of semiconductor manufacturing [7]. Market Competition - The high-end CMP equipment market is primarily led by international giants, with domestic players like Huahai Qingshi, Jingyi Precision, and Zhonggui Technology emerging as significant competitors [8][21]. - The market is structured into tiers, with the first tier consisting of international leaders, the second tier represented by Huahai Qingshi, and the third tier including companies like Jingyi Precision and Zhonggui Technology [22]. Market Size - The semiconductor CMP equipment market is projected to grow to 486 billion RMB by 2029, with a CAGR of 27.7% from 2025 to 2029 [24][26]. - The demand for CMP equipment is expected to rise due to advancements in semiconductor applications and the rapid development of DRAM and other memory technologies [8].