沙利文发布《2026年中国超高精度光学元件确定性抛光设备行业独立行业研究报告》
《2026 Independent Industry Research Report on China's Ultra-High Precision Deterministic Optical Polishing Equipment Market》
超高精度光学元件确定性抛光设备是一类依托计算机数控与超高精度测量、按预设面形模型精准可控地去除多余材料,实现纳米级乃至亚纳米级面形精度与超光滑表面的高端光学制造装备，具有去除量可量化、加工过程可预测、面形收敛可闭环、亚表面损伤极低等综合性能，是区别于传统经验式手工抛光的标志性技术载体,也是保障高端光学产业链自主可控的核心基础装备，已广泛应用于半导体光刻、航空航天星载光学、大科学装置、高端科研仪器与高端医疗光学等终端领域。按材料去除机理与作用方式划分，该类设备可分为接触式与非接触式两大体系,代表性产品分别为磁流变抛光机(MRF)、数控小磨头抛光机(CCOS)与离子束抛光机(IBF)。
现阶段该市场的增长主要受三重因素驱动:半导体光刻国产化攻坚进入实质突破阶段，DUV/EUV投影物镜与照明光学系统对亚纳米级面形精度、近零亚表面损伤的严苛要求，使“磁流变高效预抛光+离子束原子级终修形”成为不可替代的工艺路线；商业航天与大科学装置进入规模化部署期,大口径轻量化元件与碳化硅等难加工材料需求快速释放；海外装备受《出口管理条例》(EAR)项下ECCN 2B002等两用物项管制,存在交付周期长、维保响应慢等制约，叠加高精度离子源、磁流变液等核心部件国产替代率大幅提升,共同加速国产装备向高端场景渗透。中国半导体设备销售额由2021年的187.0亿美元增长至2025年的496.0亿美元，商业卫星市场规模由193.4亿元增长至829.8亿元，为超精密抛光装备提供根本性需求支撑。
中国超高精度光学元件确定性抛光设备市场总规模从2021年的3.6亿元增长至2030年的34.2亿元，实现约9.5倍增长。其中，2021年至2025年市场规模由3.6亿元增长至9.1亿元，复合年增长率为26.3%；预计2026年至2030年市场规模将由11.1亿元进一步增长至34.2亿元，复合年增长率为32.5%。在细分领域，离子束抛光机市场规模由2025年的4.1亿元增长至2030年的15.0亿元，磁流变抛光机市场规模由2025年的2.5亿元增长至2030年的10.0亿元，数控小磨头抛光机市场规模由2025年的2.5亿元增长至2030年的9.2亿元，整体保持高速增长态势。
Ultra-high precision deterministic optical polishing equipment is a category of high-end optical manufacturing equipment that relies on computer numerical control and ultra-high precision metrology to remove material in a precisely controllable manner according to a preset surface-figure model, achieving nanometer- and even sub-nanometer-level figure accuracy and ultra-smooth surfaces. It delivers quantifiable removal, predictable processing, closed-loop figure convergence, and extremely low subsurface damage. As the defining technology platform distinguishing modern fabrication from traditional experience-based hand polishing, it is the core foundational equipment underpinning supply-chain autonomy in high-end optics, and is now widely used across semiconductor lithography, aerospace and space-borne optics, large scientific facilities, high-end scientific instruments, and advanced medical optics. Classified by material-removal mechanism, the equipment falls into contact and non-contact systems, represented respectively by magnetorheological finishing (MRF) machines, computer-controlled optical surfacing (CCOS) machines, and ion beam figuring (IBF) machines.
Market growth is driven by three key forces: the domestic lithography breakthrough entering a substantive stage, where the stringent demands of DUV/EUV projection lenses and illumination optics for sub-nanometer figure accuracy and near-zero subsurface damage make the route of “MRF high-efficiency pre-polishing plus IBF atomic-level final figuring” irreplaceable; the shift of commercial space and large scientific facilities into large-scale deployment, rapidly releasing demand for large-aperture lightweight components and difficult-to-machine materials such as silicon carbide; and export controls on overseas equipment under the U.S. Export Administration Regulations (EAR), where dual-use items such as ECCN 2B002 face long delivery cycles and slow maintenance response, which—combined with the sharply rising localization rate of core components including high-precision ion sources and magnetorheological fluids—accelerates penetration of domestic equipment into high-end applications. China’s semiconductor equipment sales grew from USD 18.70 billion in 2021 to USD 49.60 billion in 2025, and the commercial satellite market from RMB 19.34 billion to RMB 82.98 billion, providing fundamental demand support.
China's ultra-high precision deterministic optical polishing equipment market grew from RMB 360 million in 2021 to a projected RMB 3.42 billion by 2030, achieving approximately 9.5 times growth. From 2021 to 2025, the market grew from RMB 360 million to RMB 910 million, at a CAGR of 26.3%. From 2026 to 2030, the market is projected to expand from RMB 1.11 billion to RMB 3.42 billion, at a CAGR of 32.5%. Within the sub-segments, the IBF machine market grew from RMB 410 million in 2025 to a projected RMB 1.50 billion in 2030, the MRF machine market from RMB 250 million to RMB 1.00 billion, and the CCOS machine market from RMB 250 million to RMB 920 million, maintaining rapid growth momentum overall.
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