日本经济新闻2025年市场份额调查显示,日本企业在半导体材料领域保持领先地位1。其中,信越化学工业在硅晶圆领域份额居首,达到26.3%,较上年提升1个百分点;SUMCO硅晶圆份额为17.8%,较上年提升1.8个百分点1。日企硅晶圆领域合计份额达44.1%,相比2024年增长2.8个百分点1。在光刻胶领域,日本企业前三名的合计份额为60.5%,较2024年提高0.3个百分点1。
然而,日本在芯片制造的核心领域面临竞争压力。在DRAM存储器领域,SK海力士与三星电子并列第一,份额均为34%,而中国的长鑫存储份额达到6%,较2024年的3%提升了一倍1。在NAND闪存领域,SK海力士和三星电子合计份额达50%,而日本企业铠侠控股的份额为15%,较2024年下滑1个百分点1。同时,日本在汽车、二轮车等终端产业领域也面临挑战,丰田汽车市场份额为12.3%,纯电动汽车领域日本企业无缘前5名1;本田二轮车份额达36.3%,但较上年下滑1.2个百分点1。造船业方面,今治造船从2024年第6名攀升至第3名,份额提升至7.2%1,但中国船舶集团全球市场份额为17.8%,韩国现代重工为13.7%1,日本企业在这一领域的优势已被中韩远超。
Japanese companies maintain a dominant position in semiconductor materials, according to a 2025 market share survey released by Nikkei Economics.1 Shin-Etsu Chemical tops the silicon wafer sector with a 26.3% share, up 1 percentage point from the previous year, while SUMCO holds 17.8%, gaining 1.8 percentage points.1 Combined, Japanese firms control 44.1% of the silicon wafer market, a gain of 2.8 percentage points.1 In the photoresist field, Japanese companies occupy the top three positions with a collective 60.5% share, marginally increasing 0.3 percentage points from 2024.1
However, Japanese enterprises show limited presence in core memory chip sectors, where South Korean and American manufacturers dominate.1 SK Hynix and Samsung Electronics each hold 34% of the DRAM market, tied for first place, while Chinese manufacturer ChangXin Memory has doubled its DRAM share to 6%, up from 3% in 2024.1 For NAND flash memory, SK Hynix and Samsung together command 50% of the market, with Kioxia Holdings maintaining a 15% share, down 1 percentage point year-over-year.1
Beyond semiconductors, Japanese automakers face intensifying competition from Chinese competitors, with no Japanese enterprise ranking among the top five in the pure electric vehicle segment.1 Toyota maintains a 12.3% overall automotive market share, while Honda's two-wheeler division saw its share decline to 36.3%, down 1.2 percentage points.1 In shipbuilding, Japan shows modest growth, with Imabari Shipbuilding rising from sixth place to third with a 7.2% share, up 2.7 percentage points, though Chinese State Shipbuilding Corporation and HD Hyundai Heavy Industries lead the sector with 17.8% and 13.7% respectively.1
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