The scale of my country’s electronic special gas market continues to expand, and local brands still have considerable room for development.

Electronic special gases, the full name of electronic special gases, refer to special gases used in the production of semiconductors, photovoltaics and other electronic products. They are widely used in photolithography, deposition, etching, cleaning, doping, film formation and other processes. Electronic special gases are known as the “food” and “blood” of the semiconductor industry and are an important branch of special gases.

The upstream of the electronic special gas industry chain is the supply of raw materials such as chemical products and industrial waste gas, as well as storage equipment, production equipment and other equipment; the midstream is the production of different types of special gases, including etching gases, CVD gases, diluting gases, doping gases, Epitaxial gases, ion implantation gases, etc.; downstream are mainly used in the manufacturing of integrated circuits, semiconductor devices and other products.

According to the “In-depth Market Research and Investment Strategy Suggestions Report on Electronic Special Gas Industry 2023-2027” released by the Industrial Research Center, electronics Special gas is the second largest semiconductor material after silicon wafer materials. With the continuous improvement of my country’s economic level and the continuous development of integrated circuit, semiconductor, photovoltaic and other industries, the market demand for electronic special gas continues to grow and the market size continues to expand. In 2019, the size of my country’s electronic special gas market exceeded 13 billion yuan, and it is expected to exceed 20 billion yuan in 2023, with a compound annual growth rate of more than 11% from 2019 to 2023.

The state has always encouraged and supported high-tech industries. In April 2022, the Ministry of Industry and Information Technology issued the “Guiding Opinions on Promoting High-Quality Development of the Petrochemical and Chemical Industry during the “14th Five-Year Plan””, proposing to implement the “Three Products” action to improve the supply quality of chemical products and accelerate the development of high-end polyolefins, electronic chemicals, industrial Special gases, high-performance rubber and plastic materials, high-performance fibers, bio-based materials, special lubricating greases and other products. As one of the important categories of industrial special gases, electronic special gases have good development prospects.

There are many types of electronic special gases, and the production process is relatively complex. A large amount of monitoring equipment and control equipment are needed to ensure the quality of the product during the production process. The finished product also has higher requirements for storage equipment and transportation equipment, which all require A lot of capital investment. All in all, electronic special gas has high technical and financial barriers, and the industry threshold is high. The domestic electronic special gas industry started late, has a short development time, a small number of production companies, a lack of independent innovation capabilities, and serious product homogeneity.

At present, foreign brands occupy the majority of the market share in the electronic special gas market, and local brands still have considerable room for development. With the support of national policies, my country’s electronic special gas industry continues to develop and its competitiveness continues to increase. At this stage, the electronic special gas market mainly includes German Linde, French Air Liquide, American Air Chemicals, Japanese Taiyo Nippon Sanso and other foreign brands, as well as CSSC Special Gas, Walter Gas, Kemet Gas, Heyuan Gas, and Haohua Gas. Technology and other local brands.

Industry analysts said that domestic electronics specialties are still in the development period, with many industry participants and fierce competition. However, due to the With high technical barriers, the market is mainly concentrated in the hands of a few companies, and the threat from potential entrants is small. Local electronic special gas manufacturers need to continuously increase capital investment, improve independent innovation capabilities, optimize product quality and performance, and accelerate the process of domestic substitution.