my country’s electronic gas market continues to expand, and the industry has a good development environment

Electronic gas is a general term for gases used in the semiconductor industry, including silane, neon, methane, ammonia, hydrogen chloride, sulfur hexafluoride, boron trichloride, carbon monoxide, etc. Electronic gases can be divided into pure gases, high-purity gases and semiconductor special material gases according to different types; according to different purity levels, they can be divided into electronic grade, large-scale integrated circuit level (LSI), very large-scale integrated circuit level (VLSI) and ultra-large scale Integrated circuit level (ULSI).

The upstream of the electronic gas industry chain is the supply of industrial waste gas, hydropower energy and other raw materials, energy and production equipment; the midstream is the production of various electronic gases; the downstream is widely used in integrated circuits, photovoltaics, display panels and other industries.

According to the “China Electronic Gas Industry Market In-depth Research and Development Prospects Forecast Report 2023-2028” released by the Industrial Research Center, As my country’s economic development level continues to improve, its scientific and technological strength continues to strengthen, and its high-tech industries continue to develop, it promotes the continuous expansion of the electronic gas market. In 2020, the size of my country’s electronic gas market exceeded 17 billion yuan, and it is expected to be close to 25 billion yuan in 2023, with a compound annual growth rate of nearly 14% from 2020 to 2023.

In recent years, the state has issued a number of policies to encourage and support the development of high-tech industries, while actively promoting the development of the chemical industry in a high-quality direction. In January 2022, the State Council issued the “14th Five-Year Plan for Digital Economy Development”, proposing to enhance the competitiveness of key links in the industrial chain and improve the supply chain system of key industries such as 5G, integrated circuits, new energy vehicles, artificial intelligence, and industrial Internet. . 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 an indispensable chemical material in the manufacturing process of integrated circuits and semiconductor materials, electron gas has a good development environment.

Industry analysts said that the purity and precision of electronic gases directly affect the quality of downstream electronic devices. At the same time, during the production and storage processes There are also dangers such as suffocation, corrosiveness, flammability and explosiveness, so it has high industry barriers. In the global electronic gas market, Air Chemicals of the United States, Air Liquide of France, Linde Group of Germany, and Taiyo Nippon Sanso of Japan occupy more than 90% of the market share, forming a monopoly. After a period of development, the domestic electronic gas industry has made certain progress in terms of preparation technology and application practice, but there is still a certain gap compared with the international advanced level. At present, domestic electronic gas manufacturers include Jinhong Gas Co., Ltd., Guangdong Huate Gas Co., Ltd., Zhejiang Juhua Co., Ltd., CSSC Handan Perry Special Gas Co., Ltd., etc.