|DNP leads in 2009 semiconductor photomask market, says The Information Network|
|Friday, 21 May 2010 00:00|
Dai Nippon Printing (DNP) eked out Toppan to take over the lead in the semiconductor photomask market in 2009, according to The Information Network.
"In 2009, DNP led the worldwide merchant market with a 31.0% share followed closely by Toppan with a 30.2% share," said Robert Castellano, president of The Information Network. "The merchant market dropped 12.1% in 2009, the third yearly drop in a row."
Photronics retained its third place ranking, according to the Information Network. Samsung Electronics is Photonics' largest customer, with 25% of its sales. The Korean vendor purchases photomasks through PKL, which Photronics acquired in 2001.
The combined merchant and captive photomask making market decreased only 9.2% in 2009 on the strength of captive mask making at Intel and Taiwan Semiconductor Manufacturing Company (TSMC), according to the Information Network.
For 2009, 45nm masks for semiconductor masks ramped up production, and 65nm masks moved into volume production. A 65nm mask set is comprised of 40 photomasks, five of which are critical (45nm design rule) and 15 subcritical (90nm design rule). A 65nm mask set can cost 1.8 times that of a 90nm set, while a 45nm mask set can cost 2.2 times that of a 65nm set
While the semiconductor market is anticipated to grow strongly in 2010, demand for photomasks is directly a function of design activity rather than sales volume from products using photomasks, according to The Information Network. Therefore, an increase in the semiconductor market does not necessarily translate to an increase in photomask sales.