New Materials for Electronic Chemical Industry: A Breakthrough in Localization
Time:2022-09-05
"The strength of the integrated circuit and flat panel display industry must depend on the strength of the material industry. China's flat panel display industry has risen. Although the integrated circuit manufacturing industry is still relatively weak, it will soon become strong with the support of the state. When the downstream is booming, the upstream new electrochemical materials have also reached a period of great development." Zhou Zixue, Chairman of SMIC International, pointed out at the recently held founding meeting of China New Chemical Industry Alliance.
Strong market demand
The new material of electronic chemical industry is an important key basic material across the field of electronic information and chemical industry, and is one of the key materials that countries in the world give priority to develop for the development of electronic industry. With the rise of China's flat panel display industry and integrated circuit industry, the market demand for high-end electronic chemical new materials is very urgent.
"It is possible that the electronic chemicals used for IC manufacturing will increase by hundreds of percent every year." Zhao Haijun, Executive Vice President of SMIC International Integrated Circuit Manufacturing Co., Ltd., said with confidence. He calculated such an account: "SMIC International's current annual production capacity is equivalent to 300000 pieces of 8-inch lines, 90% of the materials are imported, and the purchase amount of domestic materials is only 450 million yuan. If the vast majority of domestic materials are used now, then the purchase amount is 4.5 billion yuan, and SMIC International alone can support many material enterprises. What's more, according to the National Outline for Promoting the Development of Integrated Circuit Industry The proposed goal is to meet the rapidly growing demand of the integrated circuit design industry. SMIC International needs to continuously expand its production, which is a very big push and a very huge market space for the material industry. "
Wu Gongyuan, chief procurement officer of BOE Technology Group Co., Ltd., said that the global semiconductor display market as a whole showed a steady growth trend, with the compound annual growth rates of LTPS TFT-LCD and AMOLED reaching 13% and 10%. As an important raw material of semiconductor display industry, electronic chemicals/special gases are widely used in the manufacturing process. As new panel plants are put into operation in mainland China, the relevant demand will rise sharply, with a large market capacity. The average annual growth rate of chemical demand will exceed 20%, and the average annual growth rate of special gas demand will exceed 20%.
Wu Zhou'an, chief engineer of Juhua Group, which is transforming into high-end electronic chemical industry, is also very optimistic about the market prospect. He said that the Action Plan for Innovative Development of New Industry Display in 2014-2016 encouraged the FPD industry to further strengthen, expand and optimize its product structure. If calculated by area, China's LCD panel shipments will rank second in the world, and the overall scale of the industry will exceed 300 billion yuan. This will be a strong driving force for the growth of new electronic chemical materials.
The industry is starting
As the chief procurement officer of BOE, Wu Gongyuan knows the development of the domestic chemical industry very well. He believes that domestic chemical manufacturers have grown rapidly in recent years, accounting for more than 20% of the chemical procurement of domestic panel enterprises. As domestic large-sized panels are currently in the transition stage from aluminum process to copper process, copper related chemicals are still mainly from foreign suppliers in the short term. It is estimated that the proportion of domestic materials will decline slightly in 2015 and 2016, and then gradually increase. He also said that domestic special gas manufacturers have made great progress, accounting for more than 40% of the special gas purchase amount of domestic panel enterprises in 2015; With the further release of domestic nitrogen trifluoride manufacturers' capacity, domestic manufacturers have successively invested in silane, chlorine and other gases, and the overall market share of domestic special gas will continue to increase.
Yin Fuhua, the chairman of Jiangyin Jianghua Microelectronics Materials Co., Ltd., who has worked in the electronic chemical material industry for more than 20 years, said that Jiangyin Jianghua Microelectronics is a wet process electronic chemical production enterprise. After years of efforts, 80% of its products have been used in the fields of microelectronics, semiconductors and flat panel displays, and are widely used in the 6th generation lines and the 8.5 generation lines.
Although the petrochemical industry is depressed due to the overall economic environment, the subdivided chemical new material industry has maintained a good growth. As a large chemical enterprise, Juhua Group bases itself on the profound technology accumulation in the chemical industry and is transforming and upgrading to the new material industry in the electronic chemical industry. Although this industry currently accounts for a small share of its total revenue, its high value-added contribution is very prominent.
Hu Zhongming, the chairman of Juhua Group, told China Electronics News that the company is increasing its investment in the field of new materials for electronic chemicals: in some of the investment plans that the company is implementing recently and will implement during the "13th Five Year Plan" period, the company has invested 1.1 billion yuan in high-purity electronic gas, 300 million yuan in electrochemical wet chemicals, 300 million yuan in new energy materials, and 500 million yuan in other new materials.
Yuan Tong, Executive Deputy Secretary General of China Electronic Materials Industry Association, told China Electronics News: "In the past ten years, the market of new electronic chemical materials has developed rapidly, with a market scale of about 140 billion yuan. However, due to the high entry threshold, electronic gases, wet chemicals, photoresists, and high-purity functional chemicals are basically monopolized by foreign companies. Domestic high-end new electronic chemical materials only account for about 30% of the domestic market. Most of the products that can be produced in China are middle and low-end products, and the industrial level and development scale lag behind those of integrated circuits and flat panel displays Industry. For some time to come, we urgently need to change the status quo of high dependence on foreign countries and improve the localization rate. "
Jointly seek breakthrough
"It is very difficult to produce electronic information chemical products. Enterprises should be patient, endure loneliness, and rely on the integration ability to promote the industry forward. The integration ability is productivity, and the alliance is a platform for win-win cooperation between the industrial chain and the ecological chain." Zhou Zixue said.
The breakthrough in localization of new electronic chemical materials requires joint efforts, including government, production, education, research and use!
Xue Jianshe, Director of BOE Technology Group Co., Ltd. Display Technology Research Institute, said: "Now the focus of the global flat panel display industry has shifted to the mainland of China. To reduce costs, it is necessary to rely on a complete industrial chain. Both LCD panel and complete machine manufacturers are eager to achieve rapid breakthroughs in upstream materials and equipment, so that our country's flat panel display industry has strong competitiveness in cost. We hope that upstream can develop products that we are satisfied with, and do things well with the help of the alliance platform."
Zhang Wei, the technical director of Shenzhen CSOT, believes that the LCD industry is going through the winter again, and the support of the industrial chain is essential. CSOT is open to domestic material manufacturers and actively cooperates with new material development. He hoped that material manufacturers would pay attention to online analysis. Besides electronic chemical gases, solids and liquids, packaging materials should also be included in the research scope.
Xiang Chuanyi, the general manager of Tianma Microelectronics Group, said that the flat panel display industry is highly competitive and has great cost pressure, so it is necessary to introduce low-cost material suppliers quickly, and the localization of materials is the trend of the times. Therefore, the flat panel industry has the will, motivation and conditions to cooperate with the new chemical material industry to jointly develop something of application value. When the gap between OLED technology and foreign countries is not large, we hope that the material manufacturers will support it.
"1% of the cost savings may face the risk of quality accidents and 100% loss." Electronic chemicals and special gas materials have high risk and complex testing. Wu Gongyuan suggested that upstream material manufacturers should do a good job in product development and quality control, and provide qualified, stable and reassuring products for downstream customers; Downstream panel manufacturers open the door, provide online testing and improvement opportunities for material manufacturers, and form a benign mechanism for cooperative development; In this process, government guidance and support are also very important. On the one hand, it can enhance the enthusiasm of upstream enterprises for investment, and on the other hand, it can reduce the testing risks and costs of downstream enterprises.
As the leader of China's integrated circuit industry, SMIC International has been fully supporting the localization of materials. At present, among the top seven consumables (accounting for 98% of all materials) in SMIC International, silicon abrasive fluid, photoresist, chemicals, grinding pads, gases, and targets have all started to purchase domestic materials. There have been 14 mass production projects of domestic materials, and 12 have passed the verification. In order to strengthen the support for the localization of materials, SMIC International has established a domestic materials review committee to be responsible for the review, verification, procurement and introduction of domestic materials.
Zhao Haijun believes that it is far from enough for semiconductor material enterprises to specialize in their own fields. They should also become experts in users and carefully build trustworthy brands. He also suggested that support for the localization of materials should be more transferred from previous R&D to production verification. He said that it is very difficult to make materials, the material verification cycle is long and the cost is high, while the material enterprises are generally small and weak. If a verification joint development platform can be established, it will help support domestic material enterprises. He also hoped that the Alliance could become a large virtual group to promote the verification and application of domestic materials more quickly.
Li Qifang, a professor of the School of Materials at Beijing University of Chemical Technology, said that it is very necessary to have a platform for the exchange of production, learning and research. Universities and research institutes need to understand the direction of enterprise research and communicate and cooperate with each other in order to promote the new material industry of electronic chemical industry.
"There is always something to be done with passion." This is the innovation of the semiconductor industry, which is also the choice of localization of new electronic chemical materials!
Strong market demand
The new material of electronic chemical industry is an important key basic material across the field of electronic information and chemical industry, and is one of the key materials that countries in the world give priority to develop for the development of electronic industry. With the rise of China's flat panel display industry and integrated circuit industry, the market demand for high-end electronic chemical new materials is very urgent.
"It is possible that the electronic chemicals used for IC manufacturing will increase by hundreds of percent every year." Zhao Haijun, Executive Vice President of SMIC International Integrated Circuit Manufacturing Co., Ltd., said with confidence. He calculated such an account: "SMIC International's current annual production capacity is equivalent to 300000 pieces of 8-inch lines, 90% of the materials are imported, and the purchase amount of domestic materials is only 450 million yuan. If the vast majority of domestic materials are used now, then the purchase amount is 4.5 billion yuan, and SMIC International alone can support many material enterprises. What's more, according to the National Outline for Promoting the Development of Integrated Circuit Industry The proposed goal is to meet the rapidly growing demand of the integrated circuit design industry. SMIC International needs to continuously expand its production, which is a very big push and a very huge market space for the material industry. "
Wu Gongyuan, chief procurement officer of BOE Technology Group Co., Ltd., said that the global semiconductor display market as a whole showed a steady growth trend, with the compound annual growth rates of LTPS TFT-LCD and AMOLED reaching 13% and 10%. As an important raw material of semiconductor display industry, electronic chemicals/special gases are widely used in the manufacturing process. As new panel plants are put into operation in mainland China, the relevant demand will rise sharply, with a large market capacity. The average annual growth rate of chemical demand will exceed 20%, and the average annual growth rate of special gas demand will exceed 20%.
Wu Zhou'an, chief engineer of Juhua Group, which is transforming into high-end electronic chemical industry, is also very optimistic about the market prospect. He said that the Action Plan for Innovative Development of New Industry Display in 2014-2016 encouraged the FPD industry to further strengthen, expand and optimize its product structure. If calculated by area, China's LCD panel shipments will rank second in the world, and the overall scale of the industry will exceed 300 billion yuan. This will be a strong driving force for the growth of new electronic chemical materials.
The industry is starting
As the chief procurement officer of BOE, Wu Gongyuan knows the development of the domestic chemical industry very well. He believes that domestic chemical manufacturers have grown rapidly in recent years, accounting for more than 20% of the chemical procurement of domestic panel enterprises. As domestic large-sized panels are currently in the transition stage from aluminum process to copper process, copper related chemicals are still mainly from foreign suppliers in the short term. It is estimated that the proportion of domestic materials will decline slightly in 2015 and 2016, and then gradually increase. He also said that domestic special gas manufacturers have made great progress, accounting for more than 40% of the special gas purchase amount of domestic panel enterprises in 2015; With the further release of domestic nitrogen trifluoride manufacturers' capacity, domestic manufacturers have successively invested in silane, chlorine and other gases, and the overall market share of domestic special gas will continue to increase.
Yin Fuhua, the chairman of Jiangyin Jianghua Microelectronics Materials Co., Ltd., who has worked in the electronic chemical material industry for more than 20 years, said that Jiangyin Jianghua Microelectronics is a wet process electronic chemical production enterprise. After years of efforts, 80% of its products have been used in the fields of microelectronics, semiconductors and flat panel displays, and are widely used in the 6th generation lines and the 8.5 generation lines.
Although the petrochemical industry is depressed due to the overall economic environment, the subdivided chemical new material industry has maintained a good growth. As a large chemical enterprise, Juhua Group bases itself on the profound technology accumulation in the chemical industry and is transforming and upgrading to the new material industry in the electronic chemical industry. Although this industry currently accounts for a small share of its total revenue, its high value-added contribution is very prominent.
Hu Zhongming, the chairman of Juhua Group, told China Electronics News that the company is increasing its investment in the field of new materials for electronic chemicals: in some of the investment plans that the company is implementing recently and will implement during the "13th Five Year Plan" period, the company has invested 1.1 billion yuan in high-purity electronic gas, 300 million yuan in electrochemical wet chemicals, 300 million yuan in new energy materials, and 500 million yuan in other new materials.
Yuan Tong, Executive Deputy Secretary General of China Electronic Materials Industry Association, told China Electronics News: "In the past ten years, the market of new electronic chemical materials has developed rapidly, with a market scale of about 140 billion yuan. However, due to the high entry threshold, electronic gases, wet chemicals, photoresists, and high-purity functional chemicals are basically monopolized by foreign companies. Domestic high-end new electronic chemical materials only account for about 30% of the domestic market. Most of the products that can be produced in China are middle and low-end products, and the industrial level and development scale lag behind those of integrated circuits and flat panel displays Industry. For some time to come, we urgently need to change the status quo of high dependence on foreign countries and improve the localization rate. "
Jointly seek breakthrough
"It is very difficult to produce electronic information chemical products. Enterprises should be patient, endure loneliness, and rely on the integration ability to promote the industry forward. The integration ability is productivity, and the alliance is a platform for win-win cooperation between the industrial chain and the ecological chain." Zhou Zixue said.
The breakthrough in localization of new electronic chemical materials requires joint efforts, including government, production, education, research and use!
Xue Jianshe, Director of BOE Technology Group Co., Ltd. Display Technology Research Institute, said: "Now the focus of the global flat panel display industry has shifted to the mainland of China. To reduce costs, it is necessary to rely on a complete industrial chain. Both LCD panel and complete machine manufacturers are eager to achieve rapid breakthroughs in upstream materials and equipment, so that our country's flat panel display industry has strong competitiveness in cost. We hope that upstream can develop products that we are satisfied with, and do things well with the help of the alliance platform."
Zhang Wei, the technical director of Shenzhen CSOT, believes that the LCD industry is going through the winter again, and the support of the industrial chain is essential. CSOT is open to domestic material manufacturers and actively cooperates with new material development. He hoped that material manufacturers would pay attention to online analysis. Besides electronic chemical gases, solids and liquids, packaging materials should also be included in the research scope.
Xiang Chuanyi, the general manager of Tianma Microelectronics Group, said that the flat panel display industry is highly competitive and has great cost pressure, so it is necessary to introduce low-cost material suppliers quickly, and the localization of materials is the trend of the times. Therefore, the flat panel industry has the will, motivation and conditions to cooperate with the new chemical material industry to jointly develop something of application value. When the gap between OLED technology and foreign countries is not large, we hope that the material manufacturers will support it.
"1% of the cost savings may face the risk of quality accidents and 100% loss." Electronic chemicals and special gas materials have high risk and complex testing. Wu Gongyuan suggested that upstream material manufacturers should do a good job in product development and quality control, and provide qualified, stable and reassuring products for downstream customers; Downstream panel manufacturers open the door, provide online testing and improvement opportunities for material manufacturers, and form a benign mechanism for cooperative development; In this process, government guidance and support are also very important. On the one hand, it can enhance the enthusiasm of upstream enterprises for investment, and on the other hand, it can reduce the testing risks and costs of downstream enterprises.
As the leader of China's integrated circuit industry, SMIC International has been fully supporting the localization of materials. At present, among the top seven consumables (accounting for 98% of all materials) in SMIC International, silicon abrasive fluid, photoresist, chemicals, grinding pads, gases, and targets have all started to purchase domestic materials. There have been 14 mass production projects of domestic materials, and 12 have passed the verification. In order to strengthen the support for the localization of materials, SMIC International has established a domestic materials review committee to be responsible for the review, verification, procurement and introduction of domestic materials.
Zhao Haijun believes that it is far from enough for semiconductor material enterprises to specialize in their own fields. They should also become experts in users and carefully build trustworthy brands. He also suggested that support for the localization of materials should be more transferred from previous R&D to production verification. He said that it is very difficult to make materials, the material verification cycle is long and the cost is high, while the material enterprises are generally small and weak. If a verification joint development platform can be established, it will help support domestic material enterprises. He also hoped that the Alliance could become a large virtual group to promote the verification and application of domestic materials more quickly.
Li Qifang, a professor of the School of Materials at Beijing University of Chemical Technology, said that it is very necessary to have a platform for the exchange of production, learning and research. Universities and research institutes need to understand the direction of enterprise research and communicate and cooperate with each other in order to promote the new material industry of electronic chemical industry.
"There is always something to be done with passion." This is the innovation of the semiconductor industry, which is also the choice of localization of new electronic chemical materials!
