Demand Driven by Semiconductors and Automotive Sector
Analysts note that the surge in electronic component consumption across automotive and IT & telecommunication sectors is driving the need for high-quality packaging and substrate carriers like glass wafers. These industries are increasingly reliant on components such as sensors, RF devices, and MEMS (micro-electromechanical systems), all of which require precise and reliable packaging technologies.
The growing emphasis on vehicle safety, autonomous technologies, and connected car infrastructure has further heightened the demand for MEMS devices and semiconductors in automobiles, which indirectly boosts the need for glass wafer carriers.
Market Overview: The Role of Glass Wafer Carriers
Glass wafer carriers are precision-engineered discs made from high-grade materials such as borosilicate and alumino-borosilicate glass. These materials are favored for their high thermal resistance and excellent optical properties. They ensure the safe transport and processing of semiconductor wafers during critical steps like wafer-level packaging, temporary bonding, and thinning.
Due to their dimensional stability, chemical resistance, and mechanical durability, glass wafer carriers are increasingly preferred over other materials in high-precision semiconductor applications. Furthermore, their reusability makes them cost-effective and sustainable.
Major Growth Drivers
- High Demand for Semiconductor Packaging
The evolution of wafer-level packaging (WLP) and Fan-Out Wafer Level Packaging (FO-WLP) is rapidly transforming traditional packaging methods. The need for miniaturization and better thermal management in devices has led to a surge in the use of glass substrates in advanced packaging.
Leading manufacturers such as SCHOTT Korea have begun commercial supply of borosilicate glass carriers for FO-WLP processes, highlighting the growing adoption of glass in semiconductor packaging.
- Rising Adoption of MEMS in Automotive Industry
MEMS sensors are essential in modern vehicles, powering applications such as tire pressure monitoring, exhaust gas recirculation, pedestrian detection, and navigation systems. These sensors are compact, cost-effective, and critical for the functioning of smart and safe vehicles.
As governments worldwide push for safer vehicles and stricter regulations, the demand for MEMS continues to rise. In India alone, the passenger car market is forecast to grow from US$ 32.7 Bn in 2021 to US$ 54.8 Bn by 2027, offering significant potential for glass wafer carriers used in MEMS production.
Material Focus: Borosilicate Leading the Way
Among the materials used for glass wafers, borosilicate glass held the highest market share of 48.1% in 2023. Its durability, affordability, and excellent thermal performance make it the preferred choice for many semiconductor applications.
Its widespread use in optical filters, sensors, semiconductor devices, and optical lenses ensures continued dominance during the forecast period. The segment is expected to grow at a CAGR of 20.1% between 2024 and 2031.
In response to rising demand, companies like SCHOTT AG are investing heavily. In March 2023, SCHOTT announced a €75 million expansion in India to boost borosilicate glass production, underlining confidence in this segment’s long-term prospects.
Product Dimensions: Up to 100mm Segment Gains Popularity
Based on wafer diameter, glass wafers up to 100mm accounted for a 33.6% share in 2023 and are projected to maintain their lead. These wafers are widely used in MEMS circuits and optoelectronic devices, especially in consumer electronics.
Innovative product launches, such as WaferPro’s 4-inch (100mm) Borofloat Glass Wafer, demonstrate the growing market focus on compact, high-performance wafers that support the miniaturization trend in modern electronics.
Regional Insights: Asia Pacific Dominates
Asia Pacific emerged as the dominant regional market, holding a 43.9% share in 2023. Countries like China, Japan, South Korea, and Taiwan are major semiconductor production hubs, and their need for high-precision wafer carriers is continually rising.
China, in particular, contributed the largest share—35.46% of the global market—driven by robust investments in the semiconductor ecosystem and booming electronics manufacturing.
Simultaneously, North America is showing strong momentum, thanks to its large base of electronics and automotive manufacturers. In the U.S., growing investment in 5G infrastructure, AI chips, and automotive electronics continues to sustain demand for glass wafer carriers.
Competitive Landscape and Key Players
The global glass wafer copyright market is moderately consolidated with several key players pursuing product innovation, strategic partnerships, and geographical expansion to stay competitive.
Notable companies include:
- SCHOTT AG
- Corning Incorporated
- AGC Inc.
- LPKF Laser & Electronics SE
- Shin-Etsu Chemical Co., Ltd
- Nippon Electric Glass (NEG)
- Plan Optik AG
- TOPPAN Inc.
- Absolics Inc.
- Samtec, Inc.
- Swift Glass
- TECNISCO, LTD.
Recent Developments
- January 2023: SCHOTT Korea started global commercialization of borosilicate glass copyright wafers for advanced semiconductor packaging processes.
- June 2022: Corning Incorporated launched ultra-low Total Thickness Variation (TTV) glass wafers for advanced chip manufacturing and 5G applications, reinforcing its leadership in materials innovation.
Future Outlook
With rising demand from MEMS, RF devices, and sensors, coupled with increasing miniaturization trends, the glass wafer copyright market is expected to continue its upward trajectory through 2031. The convergence of IoT, wearable tech, and 5G connectivity further supports a robust outlook.
Investments in R&D, localization of wafer manufacturing, and sustainable wafer recycling initiatives will shape the next phase of market growth. Regions like Asia Pacific and North America will remain vital in the global supply chain.
Conclusion
The glass wafer copyright market stands at the forefront of innovation in semiconductor packaging. As the digital transformation accelerates across industries, the demand for high-performance, sustainable, and precise copyright solutions will drive the market to new heights. With a projected value of US$ 2.2 Bn by 2031, stakeholders in the glass wafer copyright industry are well-positioned to capitalize on a wave of technological advancement and industrial evolution.