Driven by continuous policy support and strong demand from downstream high-end manufacturing, the China plasma radio frequency power supply system industry maintained a relatively rapid growth trend in 2024. However, the 'bottleneck' issues at the core technology level remain prominent. Key links such as high-frequency power chips and complex dynamic matching algorithms still have a technical gap compared to international top levels. This results in a high degree of import dependence in high-end markets (especially in semiconductor processes below 14nm and new display high-generation lines), with a low domestic substitution rate. International giants dominate the high-end market due to their long-term technical accumulation and customer resource advantages; while domestic leading enterprises are accelerating product iteration. In 2024, several mid-to-high-end products have passed the verification of leading customers and gradually entered the mid-to-high-end supply chain, significantly accelerating the process of domestic substitution.
Against this backdrop, Frost & Sullivan (Frost & Sullivan, abbreviated as 'Frost & Sullivan') has closely tracked the current development status and new industry trends of plasma radio frequency power supplies in China and officially released the 'Independent Market Research on China's Plasma Radio Frequency Power Supply Systems Industry for 2024' (hereinafter referred to as 'the Report'). The report points out that in the future, the plasma radio frequency power supply industry will focus on 'technological breakthroughs + scenario expansion' for dual-directional progress. At the technical level, research and development in high-frequency high-power power supplies, all-solid-state integrated power supplies, and AI-based intelligent matching algorithms are expected to gradually break through overseas technological barriers, providing key support for the autonomy of equipment in core areas such as advanced semiconductor manufacturing processes and efficient photovoltaic cells. At the application level, emerging scenarios such as healthcare and aerospace are rapidly releasing demand, and combined with policy-driven industrial chain collaborative innovation, will further open up market growth space. Domestic enterprises need to continuously strengthen core technology research and development, deepen integration with vertical scenarios, and promote the industry's transformation and upgrading towards higher-value-added areas.
