1. The localization rate of core components has risen from less than 30% to 65%.
2. Mainstream models achieve a flatness of ±0.5μm and surface roughness of Ra≤0.05μm; some high-end models meet the processing requirements of 6-inch silicon carbide wafers.
3. Market share surged from around 20% in 2020 to 41.6% in 2024, marking the leap from "usable" to "high-performance".
4. Industrial clusters are concentrated in the Yangtze River Delta and Pearl River Delta regions, forming an upstream-downstream collaborative ecosystem.

2. Domestic and International Technology Comparison

1. Accuracy and Stability: International high-end models achieve TTV≤1μm in 12-inch silicon wafer processing, control spindle runout within 0.1μm, and maintain continuous stable operation for over 18,000 hours. Domestic high-end equipment is close to this level, but there is still a gap in consistency under extreme working conditions.
2. Core Technology: Overseas manufacturers master cutting-edge technologies such as magnetic levitation spindles and fully continuous adjustable pressure fields, with higher integration of AI process optimization and digital twins. Domestic enterprises have broken through key technologies including multi-zone pressure loading and dynamic temperature control via the "reverse analysis-forward design" model. Defect density has reached international advanced levels, but the import dependence of core components such as high-precision sensors and angle encoders still stands at 68%.
3. Environmental Protection and Efficiency: International mainstream models have realized large-scale application of dry polishing technology, reducing energy consumption by 40% compared with traditional wet processes. Domestic equipment is accelerating green transformation, with the penetration rate of water-based lapping fluid increasing and unit energy consumption gradually approaching international standards.

3. Strengths and Weaknesses Analysis of Domestic Manufacturers

Strengths

• High cost-effectiveness: Equipment procurement cost is about 30% lower than imported alternatives.
• Strong adaptability: Provides non-standard customization according to the needs of domestic downstream industries.
• Favorable policy support: Benefits from R&D subsidies and first-set equipment insurance, accelerating industrialization.
• Scale advantages in mid-to-low-end markets: Some enterprises have entered the high-end supply chain.

Weaknesses

• Insufficient autonomy of core components: High-end models rely on imported parts.
• Lower R&D investment ratio than international giants: Weak accumulation of basic research.
• Limited brand influence: High-end market share only accounts for 45%, with foreign brands still dominating the segment.
• Profitability pressure on SMEs: The average industry profit margin is only 12.5%.

4. Future Development Directions

1. The application ratio of direct-drive torque motors and active magnetic suspension bearings will increase, with machining accuracy breaking through to the nanometer level.
2. AI process recommendation systems will be deeply integrated with digital twins, improving overall equipment efficiency to over 95%.
3. Environmentally friendly technologies such as dry polishing and micro-spray cooling will be popularized, with unit energy consumption continuing to decline.

1. The localization rate is expected to exceed 70% by 2030, forming an independently controllable industrial chain.
2. Export markets will be expanded at an accelerated pace, with a focus on emerging manufacturing bases such as Southeast Asia.

3. Industry concentration will increase, and the standardization system will be improved, forming a national standard covering 18 technical indicators.