Dragon year prices open, review last year, 2023 A go up a champion, reach place by north triumphant China material is picked, annual goes up panel height is amounted to 571.8% , company advocate powder of battalion annulus oxygen covers makings. This will perform 6 days November 5 board bewitching prices, north hands in a harden board to be 30% go up, 6 trade sun rises panel height is amounted to 364% . Triumphant China of material soare, result from the GMC concept hype November, namely model of oxygen of grain shape annulus is sealed makings, encounter capital chases after the reason that hold in both hands to depend on be in all memory chip, HBM is regarded as most the memory chip that applies to AI training, inference. Triumphant China material is one of companies that home enters annulus oxygen electron earlier to enclose material domain, in industry domain deep ploughing more than 20 years, company main product includes annulus oxygen powder to cover model of oxygen of makings, annulus seals makings and other electron to enclose material. Annulus oxygen model is sealed makings (Epoxy Molding Compound, EMC) be it is matrix colophony with epoxy resin, it is solidify agent with colophony of high-powered phenolic aldehyde, join the filling such as silicon small pink, and add a variety of auxiliary to mix the farinaceous moulding that match and becomes to expect, haveCost is low, the operation is convenient, manufacturing efficiency is tallWait for an advantage. China covered 2022 data market dimensions amounts to 7.72 billion yuan, nearly 5 years CAGR is 5.8% , among themAnnulus oxygen model is sealed makings the share that holds 90% above.
Annulus oxygen model seals makings client stickiness extremely strong, present typical "J" growth to terminal to the limit of one's capacity from product research and development, mature stability supplies a likelihood to need 3~5 year. At present annulus oxygen model is sealed makings still by monopoly of business of day, Han, taiwan enterprise with its low cost advantage holds model of foundation annulus oxygen to seal makings staple market. Home basically is held in low end the market, prevenient into enclose wait for high-end market to gain headway stage by stage, professional personage thinks as semiconductor industry catenary homebred change move, time of predicting test and verify, to the limit of one's capacity will shorten considerably, receive profit double add. For example the high-end product LMC of Hua Haicheng division already was connecting Fu Wei report, China wait into semiconductor begin craft test and verify, GMC already passed the test and verify of Buddha wisdom core, the special device of own research and development has had a quantity to produce ability.
Annulus oxygen model seals material of core of makings upper reaches to basically beColophony of phenolic aldehyde of epoxy resin of silicon small pink, electron, electronReach additive to wait. Among them silicon small pink is sealed in annulus oxygen model occupy in makings than be 60%-90% about, model of the oxygen that it is annulus is sealed makings is the mainest material, model of oxygen of annulus of immediate impact seals makings function promotion. Particle size distribution affects silicon small pink directly EMC viscosity, flash, fluidity, the content in makings is sealed to reach the gold-rimmed to parts of an apparatus concussion when enclosing in annulus oxygen model. According to calculating, 2022 semiconductor of our country are enclosed with globose silicon small pink demand is 71 thousand tons, as advanced enclose occupy than farther promotion, predict to will achieve 93 thousand tons 2025, CAGR is amounted to 9.25% , with price of globose silicon small pink 15 thousand yuan / ton computation, 2025 market dimensions near 1.5 billion yuan.
In upriver key raw material, electronic colophony decides annulus oxygen model seals makings melt viscosity, hot property and electric function. At present electronic colophony supplier basically is chemistry of Japanese big gold, Du Bang, Xu Huacheng, 3 water chestnut inside the Chinese Taiwan company that one chemical industry gives priority to foreign enterprise company and Changchun chemical industry, advance. Company of colophony of our country electron starts later, already began at present colophony of the high end in layout, drive a quantity to produce stage by stage. In respect of epoxy resin of electric sub level, east the enterprise such as material science and technology and grand prosperous electron, produce can dimensions catchs international bibcock industry stage by stage. In respect of colophony of electronic class phenolic aldehyde, group of spring of emperor of bibcock of colophony of domestic phenolic aldehyde has phenolic aldehyde colophony 679 thousand tons; Colophony of existing phenolic aldehyde produces red Cheng new material can 58 thousand tons.