Dragon year prices be about to open during, review last year, hold A hare year prices rises of a head of a list of names posted up give priority to model of battalion annulus oxygen to seal of makings triumphant China material, go up amount to 414.56% . Guo Taijun installs negotiable securities to be like the person such as clean to be in December 3, 2023 grind express in the newspaper, annulus oxygen model is sealed expecting is chip enclose core material, hold enclose 10%~20% of cost of material, have typical “ generation to enclose, feature of generation material ” . In semiconductor industry catenary homebred change the instantly with all-time and rising demand, use similar product to replace what import a product formerly to replace demand and downstream firm new-style chip place needs annulus oxygen model to seal makings (EMC) add demand hopeful newly to pull move EMC market to grow quickly.
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, have cost low, the operation is convenient, manufacturing efficiency is advanced advantage. China covered 2022 data market dimensions amounts to 7.72 billion yuan, nearly 5 years CAGR is 5.8% , among them annulus 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, the person such as Xiao Jie 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 be colophony of phenolic aldehyde of epoxy resin of silicon small pink, electron, electron and 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.
The whole world is at present globose silicon small pink basically is held by day look forward to, japanese report is changed, 3 companies hold iron of Long Sen, new day the whole world 70% right-and-left silicon are small powdery market share. Home has globose silicon small white the manufacturer of productivity basically is electron of couplet luck new material, Hua Fei (subsidiary of elegant gram science and technology) , triumphant Chengxin material, produce can extend continuously, the entrance is depended on improve somewhat. Couplet luck new material already had silicon of 39 thousand tons of balls to produce can, aluminium of 8000 tons of balls is produced can, drafted investment to build twenty-five thousand two hundred tons of integrated circuit to use data of body of pink of electronic form function in October 2023, be in high-end chip (AI, 5G, HPC) enclose, different compose is compositive and advanced enclose (Chiplet, HBM) nod Low-α micron with low CUT / inferior micron is globose silicon small pink, globose alumina pink already took the lead in finishing test and verify and shipment. In addition, existing ball silicon produces Hua Fei electron can eleven thousand five hundred tons, one stone connects aluminium powder of existing and globose oxidation ten thousand three hundred tons, ability of triumphant Cheng Ke has globose silicon small pink and globose oxidation aluminium powder 8400 tons.
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, material science and technology is had east produce can 243 thousand tons, grand prosperous electron is existing produce can 155 thousand tons, 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, contain colophony of phenolic aldehyde of class of 50 thousand tons of electrons among them; Colophony of existing phenolic aldehyde produces red Cheng new material can 58 thousand tons.
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Article origin: Money couplet company