Industry News

9moon11day,Nikkei Chinese website reported that,Nihon Keizai Shimbun's analysis of final products and services important in world economic activities71Categories were carried out2023Year“Market share survey of major goods and services”,The results show,The share of Japanese companies in10Ranked first in category,increased from the previous survey4indivual；in new investigation“Semiconductor materials”of5in categories,Japanese companies in3Ranked first in category。

Nikkei Chinese website name,This investigation involved a total of71categories,than last time63Categories have increased。The category with the largest share of Japanese companies is“digital camera”and“CMOSimage sensor”wait,Basically consistent with previous years。

but,Nikkei Chinese website mentioned,Since mainland China conducts independent development,Therefore, except for Taiwan region,Data from mainland China are not included in the statistics。

In the field of photoresist,Tokyo Chemical Industry22.8%Share ranks first in the world。Traditional products for automotive perform well,And it is used in semiconductors used in the latest smartphones.“extreme ultraviolet(EUV)Photoresist”etc. also contributed。2024Year2Tokyo chemical general2030fiscal year(As of2030Year12moon)Sales target increased to3500billion yen,is the original plan(2000billion yen)of1.75times。

In addition to the U.S. DuPont’s share of13.2%,Ranked among4outside,The remaining shares are monopolized by Japanese companies,The combined share of the top Japanese companies is75.9%。

As a basic material for semiconductors“silicon wafer”aspect,Shin-Etsu Chemical Industry24.7%Share ranks first in the world。Only Shin-Etsu and Shin-Etsu are the most cutting-edge products.2The victory is high(The share proportion is19.9%)Two companies are able to produce。ranked3Companies with positions 1 and below are China Taiwan Global Wafer(Proportion14.2%)and Siltronic(Proportion10.9%)wait。

Used to transfer semiconductor circuits in the upstream production process of semiconductors“Photomask substrate”(Mask Blanks)In this category,3Japanese companies monopolize global share。tag heuer(HOYA)share exceeds60%,far higher than ranked2Matoshinetsu Chemical(20.6%)。Ranked No.3ofAGCThe share is16.1%,than last year10.3%improved5.8percentage points,is rapidly catching up with the top two companies。AGCPlan to arrive2025Increase production capacity by approximately 30% annually,to cope with growing demand。

recent3more than years,Semiconductor market conditions worsen,leading to a decline in orders,But TAG Heuer President Eiichiro Ikeda analyzed that:“The customer's inventory adjustment has ended,Demand is very strong right now”。The company plans to target generativeAIPurpose andEUVProducts provided for photolithography machine use。

Informa IntelligenceSaid Minami Chuan, Senior Consulting Director of:“Chinese and Korean companies are increasing their influence in semiconductor materials”。He analyzed and pointed out:“Japanese companies need to strengthen cooperation with Japanese universities and overseas companies,and promote production automation, etc.,To win on cost competitiveness。”

In this new investigation, the generativeAIfield,3Almost all of the top companies in each category are American companies。On the basis provided byAICloud computing platform for models and services“Basic technology and services”and“text generationAI”In these two categories,USAOpenAIin first place。

Especially in text generationAImiddle,OpenAIOccupying 70% of the market share。exist“image generationAI”field,U.K.Stability AIfirst in line,Includes derived models,The company owns81.4%market share,yes3The only non-U.S. company in this category。

Ranked No. 1 in basic technology and services category2Microsoft of America(30%)and in text productionAICategory Ranking2US Google(18.9%)Other major technology companies have also shown their presence。Proficient in generative expressionsAIProfessor Michaki Tanaka from the Graduate School of Business Design at Rikkyo University said:“AIDevelopment competition requires capital strength、Securing computing resources and cloud and other infrastructure。Competition among technology giants that own these technologies will intensify,Partnerships with startups will become active”。