A new semiconductor cycle is coming,and domestic substitution is in full swing

Electronic special gases:A new semiconductor cycle is coming,and domestic substitution is in full swing 

                                    Yingyue viewpoint:

                                    Basic intdroduction :The"food" of chip processing has broad space for domestic substitution.

Electronic special gases are mainly used in the fields of integrated circuits,display panels,LED,and photovoltaic cells.They run through the preparation of epitaxial wafers,cleaning ,deposition and oxidation film formation,photolithography , corrosin,and doping(ion implantation/diffusion)of wafer processing.The purity requirement is 5N(99.999%)and above.Specific products include fluorocarbons,fluoronitrogen,silane gas ,phosphine/arsine,hydrides,photolithogaraphy gases(rare gases),etc.,Amog them ,fluorine-containing special gases(nitrogen trifluoride,carbon tetrafluoride,tungsten hexafluoride)are used in large quantities and have a high domestic production rate,but high -purity phospine/arsine,rare gases and other special gases still rely on imports.At present,the self-developed technology of related products of domestic enterprises has achieved breakthroughs,and will accelerate into industrialization starting in 2024.In 2021,the global electronic special gas market size was approximately US$4.54 billion,a you +8.4%.The Chinese electronic special gas market size was approximately RMB 21.6%billion,a yoy+24.1%,accounting for about 70% of the world.It is estimated that by 2025,the scale of my country's eletronic special gases market will increase RMB31.7billion,with a five-year CAGR of approximately 16.14%,acconuting for no less than 70% of the global electronic special gas market share .The domestic market space is even broader,and the process of domestic substitution is expected to be further advanced.