工業激光系統市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

在預測期內，工業激光市場預計將以 7.1% 的複合年增長率增長。

隨著工業 4.0 和工業物聯網的出現，工業自動化、工業機器人和 3D 打印等工業環境中的各種技術進步有望推動激光系統在工業中的應用。 公司正在將現有的製造工藝與激光和激光系統的多項技術進步相結合，以提高生產率並在競爭中保持領先地位。

主要亮點

• 隨著工業 4.0 和工業物聯網的出現，工業自動化、工業機器人和 3D 打印等工業環境中的各種技術進步有望推動激光系統在工業中的採用。 製造業和其他行業對精度的需求也推動了終端用戶行業對激光解決方案的採用。
• 激光在各個行業中以多種不同的形式和類型得到應用，但其中很大一部分應用是在材料加工領域。 據 Laser Focus World 報導，光纖激光源主要用於材料加工，其次是直接二極管激光器。
• 隨著自動化變得越來越普遍以及對精密製造的需求增加，激光的應用和需求也越來越大。 公司正在將他們現有的製造工藝與激光和激光系統等多項技術進步相結合，以提高生產率並擊敗競爭對手。
• 此外，全球對自動化的投資是由大流行造成的情況推動的，這增加了對 CNC 系統和過程自動化的需求，這反過來又增加了對基於激光的鑽孔、切割和標記設備的需求。有望進一步加速。 據瑞銀稱，到 2021 年，專門用於過程自動化的全球自動化投資預計將佔 740 億美元的顯著份額。
• 隨著對基於激光的解決方案的需求增加，各種供應商都在尋求擴展其產品範圍。 例如，MKS Instruments Inc. 發布了高功率紫外激光器光譜物理 Talon 355-45。 這加快了 UV 處理，同時顯著降低了每個零件的成本。 它非常適合用於消費電子、清潔能源和其他要求苛刻的應用的 PC 板、電子元件、半導體、平板顯示器、鋰離子電池和 LED 的工業生產。
• COVID-19 危機的影響迫使企業遵守嚴格的要求，以確保其員工和客戶的持續安全。 因此，對自動化的需求呈指數級增長。 預計這一趨勢將繼續下去。
• 在這種情況下，世界製造業正在經歷收入的大幅下降、僱員和工人數量的減少以及工業生產活動的整體損失。
• 只有少數行業被政府視為必不可少的行業，例如食品、飲料和製藥。 但製造業受疫情影響大幅萎縮，供應鍊和原材料採購面臨前所未有的困難，製造商損失慘重。
• 不過，工業激光系統正被多個最終用戶行業所採用，包括航空航天和國防、汽車、醫療和半導體。 汽車行業主要將激光系統用於切割和焊接應用。 因此，可以提高生產率並縮短停機時間，這有望顯著降低製造成本。 我們還擁有廣泛的製造能力，涵蓋航空航天和國防工業的全方位金屬加工、連接和塗層。

工業激光系統市場趨勢

半導體和電子領域有望大幅增長

• 使用激光的設備在半導體的製造和加工過程中發揮著重要作用。 晶圓製造中常用的兩種激光器是近紅外 (NIR) 激光器和綠光激光器。 NIR 激光器用途廣泛，適用於許多機械應用，例如半導體製造。 它們之所以有效，是因為能量範圍與產生所需晶圓標記所需的光譜場一致。
• 綠色激光由二次諧波生成過程產生，也稱為倍頻。 這項技術有助於將兩盞燈結合起來，創造出一種能量翻倍的新燈。 這允許在保持激光相干性的同時放大輸出。 激光打標可實現整個市場晶圓的可追溯性和可讀性，是晶圓製造中的必要步驟。
• 全球對矽晶圓的需求正在飆升，而目前汽車等各行業的芯片短缺有望提振需求。 根據中芯國際發布的數據，2020年全球矽片需求量將達到124.1億平方英寸，上年為118.1億平方英寸。 在我們 2019 年面臨需求放緩和整個市場波動之後，在電子產品需求增加的推動下，全球市場預計在未來幾年將加速增長。
• 半導體加工和 PCB 加工在激光設備的應用中佔有很大份額。 該設備用於去除工藝、粘合工藝、檢查、測量和修改工藝。 使用激光可提高產量和產量，降低破損風險/模具質量，避免無殘留顆粒，並且具有成本效益。 預計納秒和皮秒型激光器將主導市場，其次是 CO2、飛秒和準分子激光器。
• 除半導體行業外，激光設備還廣泛用於電子設備製造過程。 微鑽孔等激光應用，IPG Photonics 等知名供應商提供重要產品。 隨著物聯網、工業物聯網和智能家居解決方案的普及，製造過程中對激光器的需求預計將快速增長。
• 由於技術革新，智能手機的更新換代率正在下降，5G 引入的運動變得更加活躍。 .
• 根據愛立信 2021 年 6 月的報告，超過 160 家電信服務提供商已推出 5G 服務，超過 300 款 5G 智能手機型號已發布或上市，預計將有 5 億 5G 用戶誕生。 到2020年底，智能手機在手機訂閱中的滲透率為76%，智能手機訂閱量60億部，我來了。
• 電子產品需求的加速增長預計會增加對使用激光的製造和檢測設備的需求，這預計會影響對半導體設備的需求。

預計北美將佔據很大份額

• 由於製造業、航空航天和汽車等各個領域的技術進步，預計北美將主導該市場。 它也是 IPG Photonics 和 Coherent Inc. 等主要供應商的所在地。
• 北美地區公司增加產品發布預計將促進該地區的增長。 例如，2021 年 8 月，相干公司宣布了 ExactWeld IP 聚合物焊接技術。 ExactWeld IP 是一種聚合物焊接方法，可產生大量無變形或無顆粒的焊縫。 它包括一個熱視覺檢查、一個用於組件識別和偏移校正的內置視覺系統，以及一個提高過程穩定性和一致性的自動激光功率校準模塊。
• 許多公司，尤其是中小型企業 (SME) 和初創企業，開始籌集大量資金來打造尖端的激光技術解決方案。 例如，總部位於托斯卡納並致力於將亞利桑那大學的發現、產品、技術和服務商業化的 UAVenture Capital Fund 投資了 DeUVe Photonics Inc. 以推進其技術並幫助該業務擴展到新興和現有的深紫外線領域它使壟斷激光市場成為可能。
• 為了提高生產力並在競爭中脫穎而出，公司正在將當前的製造工藝與激光和激光系統的技術進步相結合。 例如，2020 年 1 月，通快集團收購了 GLOphotonics，這是一家專注於空芯光纖的法國激光技術公司。 這種光纖使激光能夠更有效、更快速地從源頭傳輸到目的地，而不會影響功率。
• 由於對高功率和緊湊型功率的需求，預計光纖激光器業務將會增長。 光纖激光器的高可靠性有望推動北美的工業激光產業。

工業激光系統市場的競爭對手分析

由於存在多家供應商，工業激光系統市場競爭激烈。 市場看起來相當集中。 除了最大的供應商之外，每個地區還有較小的供應商服務於各自的市場。 市場上的供應商正在優先考慮研究、創新和產品開發作為他們的增長戰略。 隨著這些發展，公司正在增加他們在這一領域的存在。 由於是資本高度密集的市場，盈利規模較小的企業退出壁壘較高，往往被高利潤企業收購。 適度的企業集中度和市場整合進一步加劇了競爭對手之間的競爭。

• 2022 年 1 月 - 通快與 Fraunhofer Institute for Laser Technology ILT（亞琛）建立了合作夥伴關係，後者製造最先進的激光束源以及出色的光學元件和系統。 通過這次合作，我們希望推進激光材料沉積的研究，並加快這項技術的推廣。
• 2021 年 3 月 - II-VI Incorporated 以 63 億美元收購 Coherent Inc.。 II-VI 將通過現金和股票交易收購相干公司所有已發行股票。 相干公司是全球領先的激光器、激光技術和激光系統解決方案供應商。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 產業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 競爭公司之間的敵對關係
  • 替代品的威脅
• 工業價值鏈分析
• Covid-19 市場評估

第 5 章市場動態

• 市場驅動因素
  • 比傳統替代品具有更高的準確度和精確度
  • 組件精簡
• 市場製約因素
  • 與激光使用相關的法規遵從性

第 6 章市場細分

• 按激光類型
  • 纖維
  • 固態
  • 二氧化碳
  • 其他激光
• 通過申請
  • 切
  • 焊接
  • 標記
  • 鑽孔
  • 其他用途（表面處理、增材製造）
• 按最終用戶行業
  • 半導體和電子元件
  • 汽車行業
  • 航空航天與國防
  • 醫療
  • 其他最終用戶
• 區域信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東和非洲

第7章競爭格局

• 公司簡介
  • JENOPTIK AG
  • Newport Corporation
  • TRUMPF GmbH+Co. KG
  • Coherent Inc.
  • IPG Photonics Corporation
  • ACSYS Lasertechnik US Inc.
  • nLIGHT Inc.
  • Han's Laser Technology Co. Ltd
  • II-VI Incorporated

第8章 投資分析

第9章 市場將來性

The industrial lasers market is anticipated to witness a CAGR of 7.1% during the forecast period. The various technological advancements in the industrial environment, such as industrial automation, industrial robots, 3D Printing, etc., due to the advent of Industry 4.0 and Industrial IoT, are expected to boost the adoption of laser systems in industries. Companies integrate the existing manufacturing processes with several technological advancements across lasers and laser systems to enhance productivity and stay ahead of the competition.

Key Highlights

• The various technological advancements in an industrial environment, like industrial automation, industrial robots, 3D Printing, etc., due to the advent of Industry 4.0 and Industrial IoT, are expected to boost the adoption of laser systems in industries. The demand for precision in manufacturing and other industries is also adding to the adoption of laser solutions in the end-user industries.
• Lasers find applications in various industries in different forms and types, but a prominent share of their application lies in material processing. According to Laser Focus World, optical fiber laser sources are being used mainly for material processing, followed by Direct Diode Laser.
• With the proliferation of automation and growing demand for precision manufacturing, lasers are witnessing higher application and demand. Companies are integrating the existing manufacturing processes with several technological advancements across lasers and laser systems to enhance productivity and stay ahead of the competition.
• In addition, the global investment in automation is expected to accelerate even further due to the conditions created by the pandemic resulting in higher demand for CNC systems and process automation, where the demand for laser-based equipment for drilling, cutting, and marking is increasing. According to UBS, by 2021, the global automation investment specific to process automation was expected to command a prominent share at USD 74.0 billion.
• Due to the growing demand for laser-based solutions, various vendors are looking to expand their product offerings. For instance, MKS Instruments Inc. launched the spectra-physics Talon 355-45, a high-power UV laser that results in faster UV processing at a significantly lower cost per part. It is ideal for the industrial manufacturing of PC boards, electronic components, semiconductors, flat panel displays, lithium-ion batteries, and LEDs for consumer electronics, clean energy, and other demanding applications.
• The impact of the COVID-19 crisis has forced businesses to adhere to strict requirements to ensure the ongoing safety of their employees and customers alike. As a result, the need for automation has witnessed a sudden spike. This could be observed as a notable trend in the foreseeable future.
• Under these circumstances, manufacturing industries worldwide witnessed a significant decline in revenue and profits, leading to a significant cut down of employees and workers and an overall loss to industrial production activities.
• Few industries, such as food and beverage and pharmaceutical, were deemed essential by governments. However, the manufacturing industry shrunk significantly due to the pandemic as the industry faced unprecedented challenges in the supply chain and procurement of raw materials, which resulted in significant losses for manufacturers.
• However, industrial laser systems are being adopted in several end-user industries, such as aerospace and defense, automotive, medical, and semiconductor, amongst others. In the automotive sector, laser systems deployed are used mainly for cutting and welding applications. This enables higher productivity and reduction of downtime while substantially reducing manufacturing costs. Also, in the aerospace and defense industry, extensive manufacturing capabilities encompass all areas of metal fabrication, joining, and coating.

Industrial Laser System Market Trends

Semiconductor and Electronics Segment Is Expected To Grow Significantly

• Laser-based equipment plays a vital role in the manufacturing and processing of semiconductors; two of the widely used lasers in wafer manufacturing are near-infrared (NIR) and green lasers. NIR Lasers are versatile and suitable for many machine applications like semiconductor creation. They are effective because of the energy range that falls squarely within the spectral field needed to make wafers' necessary markings.
• Green lasers are the result of second-harmonic generation processes, also called frequency doubling. This technology helps combine two photos to make a new one with twice the energy. This amplifies the power while conserving the coherence of the laser. Laser marking helps in the traceability and readability of wafers across the market and is one of the necessary steps in wafer manufacturing.
• The global demand for silicon wafers is increasing at a rapid pace, with a shortage of chips in various industries currently, such as automotive, which is expected to fuel the demand. According to data published by Semiconductor Equipment and Materials International, in 2020, the global silicon wafer demand stood at 12.41 billion square inches, which was 11.81 billion square inches during the previous year. Since the slump in demand and overall market demand fluctuation faced in 2019, the global market is expected to witness accelerated growth in the coming years, augmented by growing demand for electronics.
• A prominent share of the application of laser equipment is in semiconductor processing and PCB processing. This equipment is used for the removal process, bonding process, inspection, metrology, and reforming process; the use of lasers results in higher yields and throughput, reduces the risk of breakage/die quality, avoids particles with no residue, and is cost-effective. Nanosecond and Picosecond types of lasers are expected to command a prominent share of the market, followed by CO2, Femtosecond, and Excimer, in that order.
• Apart from the semiconductor industry, the application of laser equipment in the electronics manufacturing process is significant. Laser applications like micro-drilling where prominent vendors, such as IPG Photonics, have significant product offerings. With the proliferation of IoT, IIoT, and smart home solutions, the demand for lasers is expected to increase rapidly in the manufacturing process.
• With the reduced replacement rate of smartphones due to innovation and the growing push toward the adoption of 5G, the demand for smartphones and connected devices capable of 5G connectivity are expected to witness high demand over the coming years.
• According to Ericsson's June 2021 report, over 160 communications service providers launched 5G services, and over 300 5G smartphone models were announced or launched commercially; the report estimated half a billion 5G users across the world by the end of 2021. At the end of 2020, smartphone penetration among mobile phone subscriptions stood at 76%, with 6 billion smartphone subscriptions, and it is expected to reach 7.7 billion within the next four years, with smartphones reaching 88% penetration among mobile users.
• Such accelerated demand in electronics is expected to increase the demand for laser-based manufacturing and inspection equipment and impact the demand for semiconductor equipment.

North America is Expected to Hold Significant Share

• The market is expected to be dominated by North America due to technological improvements in various sectors, including manufacturing, aerospace, and automotive. Similarly, the site is home to several significant vendors, including IPG Photonics and Coherent Inc.
• Increasing product launches by companies in the North American region are expected to contribute to the region's growth. For instance, in August 2021, the ExactWeld IP polymer welding technology was introduced by Coherent. ExactWeld IP is a polymer welding method that generates enormous volumes of distortion- and particle-free welds. A Thermal Vision Check, an incorporated vision system for component identification or offset correction, and an automated laser power calibration module for improved process stability and consistency are all included in the system.
• Many businesses, particularly small and medium-sized enterprises (SMEs) and startups, have started raising large sums of money to create cutting-edge laser technological solutions. For instance, UAVenture Capital Fund, based in Tuscan and committed to the commercialization of discoveries, products, technologies, and services from the University of Arizona, invested in DeUVe Photonics Inc. to advance its technology, allowing the business to dominate emerging and established deep UV laser markets.
• In order to increase productivity and remain ahead of the competition, businesses are fusing current manufacturing processes with technical advancements in lasers and laser systems. For instance, in January 2020, TRUMPF Group acquired GLOphotonics, a French laser technology company focused on hollow-core fibers. The fiber enables more efficient and quick laser light transportation from the source to the intended location without compromising power.
• The business of fiber lasers is expected to grow due to the requirement for high-output power and compact power. The great dependability of fiber lasers is expected to propel the industrial laser industry in North America.

Industrial Laser System Market Competitor Analysis

The Industrial Laser Systems Market is highly competitive, owing to the presence of multiple vendors. The market appears to be moderately concentrated. It is home to some of the largest vendors as well as various smaller regional vendors operating and catering to their markets. Vendors in the market are prioritizing research, innovation, and product development as their growth strategy. Such developments enabled the companies to increase their presence in the space. As it is a highly capital-intensive market, the smaller revenue companies are subjected to higher barriers to exit and, in most cases, get acquired by high-revenue companies. Moderate firm concentration and the consolidated state of the market further intensify the competitive rivalry.

• January 2022 - TRUMPF established a partnership with Fraunhofer Institute for Laser Technology ILT, an Aachen-based manufacturer of cutting-edge laser beam sources and superior optical parts and systems. Through this partnership, it hopes to advance laser material deposition research and hasten the technology's introduction.
• March 2021 - II-VI Incorporated acquired Coherent Inc. in a USD 6.3 billion deal. II-VI will acquire all outstanding Coherent shares in a cash and stock transaction. Coherent Inc. is one of the world's leading providers of lasers, laser-based technologies, and laser-based system solutions.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Consumers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Intensity of Competitive Rivalry
  • 4.2.5 Threat of Substitute Products
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Enhanced Precision and Accuracy over Conventional Alternatives
  • 5.1.2 Miniaturization of Component Parts
• 5.2 Market Restraints
  • 5.2.1 Regulation Compliance Associated with Laser Usage

6 MARKET SEGMENTATION

• 6.1 By Type of Laser
  • 6.1.1 Fiber
  • 6.1.2 Solid-state
  • 6.1.3 CO2
  • 6.1.4 Other Types of Lasers
• 6.2 By Application
  • 6.2.1 Cutting
  • 6.2.2 Welding
  • 6.2.3 Marking
  • 6.2.4 Drilling
  • 6.2.5 Other Applications (Surface treatment, Additive manufacturing)
• 6.3 By End-user Industry 
  • 6.3.1 Semiconductor and Electronics
  • 6.3.2 Automotive
  • 6.3.3 Aerospace and Defense
  • 6.3.4 Medical
  • 6.3.5 Other End-user Industries
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia-Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 JENOPTIK AG
  • 7.1.2 Newport Corporation
  • 7.1.3 TRUMPF GmbH + Co. KG
  • 7.1.4 Coherent Inc.
  • 7.1.5 IPG Photonics Corporation
  • 7.1.6 ACSYS Lasertechnik US Inc.
  • 7.1.7 nLIGHT Inc.
  • 7.1.8 Han's Laser Technology Co. Ltd
  • 7.1.9 II-VI Incorporated

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET