1.Burgeoning domain drives demand of colophony of high frequency high speed
1.1. Car of 5G, intelligence and demand calculating force erupt, drive demand of PCB of high frequency high speed
PCB is electronic industry indispensable original, burgeoning industry drives high frequency high speed to change development. PCB is the substrate that assembles electronic spare parts to use. Basically use at joining 0 component form all sorts of electrons to book circuit, of the mother ” that has “ electron product say. Fu copperplate is the fundamental material of electronic industry, basically use at treatment to make PCB printed circuit board, the electric conduction that assuming PCB, insulation, support 3 big functions, be applied extensively at electron of communication equipment, car, consumption electron, labour to accuse, the domain such as medical treatment, aerospace.
Benefit from benefit from is downstream the outbreak of demand, demand of PCB of high frequency high speed will increase quickly. Forecast according to Market Watch, predicting 2022-2027 year, global PCB production value will reach about 98.4 billion dollar from 81.7 billion dollar, CAGR is amounted to 3.8% ; Chinese PCB production value will reach about 51.1 billion dollar from 43.6 billion dollar, CAGR is amounted to 3.3% . Among them, as a result of 5G, intelligence car and demand calculating force erupt, QY Research predicts 2022-2027 year, the whole world is high frequency production value of high speed PCB will reach about 4.6 billion dollar from 2.7 billion dollar, CAGR is amounted to 11.40% , whole of industry of PCB of remarkable prep above increases growth rate fast.
(1) communication technology development urges climate of high frequency high speed
5G urges climate of high frequency high speed. Develop quickly as the industry such as net of couplet of car of 5G, intelligence, content, information is deferent enter high frequency field. 5G from base two respects pull station amount and dosage of only station PCB change requirement of colophony of special type electron. In recent years, lead in the policy such as new capital construction, network of our country 5G is advanced steadily. Enterprise of telecommunication of 3 foundations of our country and accumulative total of Inc. of Chinese iron tower finish 5G to invest 180.3 billion yuan, end in June 2023, our country 5G base station amount already amounted to 2.937 million, permeability is amounted to 26% . Look from industrial dimensions, 5G radical station has precision tall, enclothe the character with small radius, coequal the 5G that enclothes limits to need configuration base 1.5 times what station number can achieve 4G radical station to count, and base station antenna still continues massive array turns the tide with unifinication active antenna, bring about individual base stand PCB board area promotes considerably, also will promote considerably to the demand of material of high frequency communication from this. In addition, according to white paper of 5G Massive MIMO, upgrade to realize communication rate and capacity respect, 5G uses Massive MIMO technology, compare the aerial amount at TDD network 2/4/8, number of passageway of Massive MIMO antenna increases considerably, passageway number can be amounted to 32 or 64, aerial streak number can be amounted to 192, 512. And 5G antenna is right compositive degree have higher demand, need to use more multilayer PCB, PCB dosage increases significantly, offerred the historical opportunity that grows quickly for industry of data of high frequency communication.
(2) the car is electric change intelligence urge climate of high frequency high speed
The car is electric change intelligence help strength promotion of demand of high frequency PCB. PCB applies extensively at traditional car domain and domain of car of new energy resources, main application controls communication of system of system, safe control system, automobile body electron, recreation at motivation 4 old systems. Electron of car of high magnitude of value is the main base that car PCB expands quickly in car of new energy resources. According to China the industry studies the net is calculated, home is compact model the proportion that holds cost by electron of the car in using a car is about 15% , high end multiplies the proportion that holds cost with electron of the car in the car in it is about 28% , and the proportion that electron of car of new energy resources holds cost is as high as 47%-65% . In recent years, sales volume of car of new energy resources and retain volume growth is rapid, growth of volume of produce and sale of car of new energy resources and permeability promotion will are truckload PCB form a complete set and material of colophony of upriver electron class brought ample increment space.
Automobile industry drives automatically, digitlization, dynamoelectric the tall communication rate that changes trend and place of 5G technology development to bring is propped up, assist for the car drive further progress of the system provided good support. The grade cent that automatic machine engineer learns to drive intelligence is 5 grade, at present we are in ADAS phase. Regard ADAS system brunt as sensor, millimeter wave radar promotes further in hopeful of the permeability in the industry. Because millimeter wave radar needs accurate and fast receive a target to reflex signal, via the physical environment all round car automobile body is being gotten well and truly quickly after rear processing information hind passes ECU to undertake intelligence is handled, because this has higher demand to material of high frequency communication. Zun Sai steam grinds the database shows, 2022, china takes the market that use a car (do not contain entrance model) in including own brand and model of carry out of joint-stock brand place, share 8.67 million car to match radar of stock millimeter wave, plan of radar of 5 millimeter wave enclothes L2, L2.5, L2.9 to drive automatically model, deployed sales volume of car of millimeter wave radar to amount to 609 thousand 2022. Carry scope of millimeter wave radar to expand further as the car, hopeful of demand of material of high frequency colophony welcomes growth of to the limit of one's capacity.
(3) demand calculating force erupts urge climate of high frequency high speed
Consider power demand promotion long-dated to will be pulled use dosage of colophony of high frequency high speed. The remarkable success of the ChatGPT of near future OpenAI drove what artificial intelligence application develops to commercialize. AI will be in future 5 to the main driving force that electronic trade makes inside 10 years. And model training needs huge parameter, its train and process need uses up inference to calculate force and many server support in great quantities. Basis Chinese can invest a group to calculate, 1, train a respect: The GPT-3 model of 174.6 billion parameter needs 375-625 stage about server of 8 calories of DGX A100 (corresponding training time is controlled 10 days) , amount of corresponding A100 GPU makes an appointment with 3000-5000 piece. Chinese what can invest the training field with bigger determinism of group speculation home is new increase demand calculating force for 11, 250-18, 750 PFlops. 2, inferential respect: Block monomial output to need 350ms to be fiducial computation with A100 GPU sheet, assume amount of daily visit client is 2, 0 person, chatGPT of daily ask a question uses single client 10 times, odd second need 50 words reply, daily the computational time that spends GPU is 972, 222 run a hour, corresponding GPU requirement measure is 40509, conversion is become calculate force to make an appointment with 25000 PFlops. In the meantime, advance as new model, new parameter demand will increase point-blank. IDC shows to 2025 global data founds a quantity to predict to will grow 180ZB above, data founds a quantity growth is driving, the installation base of data memory capacity predicts to increase synchronism, ask to also can increase to function of product of high frequency PCB and colophony of class of special type electron.
The server updates iteration speed to accelerate, market of PCB of high frequency high speed greets growth space. CPU is the core component of the server, upgrade in server platform decision effect has in replacement. Regard the operation core of the computer and control as core, CPU is in charge of reading all operation statements in taking computer, implement a directive to instruction coding. Need to cooperate ability to develop better efficiency each other with edition of chip, PCB, memory and hard disk. Happen when CPU framework great when upgrading, component of form a complete set also needs synchronism to upgrade, advance server platform to update iteration jointly. In May 2019, intel releases PCLe5.0 formally, relatively at going up generation PCLe4.0, before be being compared the 16GT/s of PCIE 4.0, PCIE5.0 multiplies signal rate times to 32GT/s, bandwidth of X16 duplex operation is close to 128GB/s. Extremely high signal rate, make PCIE5.0 can the high-powered equipment with better high to handling capacity requirement support, if be used at the GPU of AI, network equipment. Also have taller signal integrality at the same time, can join show fittings of card, SSD and platform bus line to use. Accordingly, be based on AI server to be in of high-powered computation resource, memory and village private school and network join respect upgrade, dosage of AI server PCB will promote somewhat. General server PCB uses 8-10 layer M6 board is given priority to, m8 of layer of training server PCB 18-20 board, inference server PCB is 14-16 layer M6 board. In January 2023, intel releases processor of the 4th acting Xeon, AMD also released processor of the 4th acting EPYC in November 2022, upgrade to reach promotion of permeability of new generation CPU newlier further as the server, relevant and high frequency PCB, high frequency CCL and manufacturer of colophony of upriver electron class will from which benefit.
1.2. The high frequency high speed of PCB is changed bring change of demand of base material resinous
Regard Fu copperplate as one of 3 big raw material, electronic class colophony decided Fu copperplate function and final applied setting greatly. What colophony of special type electron points to is to be based on what demand of poor dissimilation performance designs technically to have a series of new-style heat of special framework structure and luscious group solid sex colophony, combine the Fu copper coin that makes by colophony of special type electron, the index such as stability of its tigidity, hear resistance, water imbibition, linear coefficient of expansion, dimension and interpose report function is able to improve accordingly. Fu copperplate produces technological process to include: Tone glue, on glue contains dip, half solidify piece section, composing, on hot pressing of makings Copper Foil, cut into parts cut and examine wait for measure. Electronic colophony applies at moving glue flow, the core technology segment that copperplate of Fu of this flow department produces; Because the manage of Fu copperplate changes function, interpose report function and environmental performance to basically be decided by glue fluid recipe, the glue fluid recipe that accordingly Fu copperplate manufacturer differs through development, with demand of comfortable the diversification that matchs PCB to produce enterprise and terminal client, poor dissimilation.
Change without lead, frivolous change, high frequency high speed is changed become electronic colophony research and development and production latest technology climate. Rise as the development of mobile technology and requirement of industry environmental protection, the Fu copperplate material that is based on epoxy resin satisfies high frequency high speed to use requirement hard gradually, have neat the molecular compose benzene that with solidify hind less polar group produces and acyl of Qin colophony, Ma Lai inferior amine colophony, luscious change get together the emerge as the times require of new-style electron colophony such as benzene aether colophony, change without lead, frivolous change, high frequency high speed is changed become electronic colophony research and development and production latest technology climate.
Electronic information product is high frequency change, high speed is changed to pressworking board signal transmission rate and dielectric loss raised taller requirement, the colophony sort that CCL uses also can produce change. Among them, signal is deferent rate and material dielectric constant (DK) square root concerns into inverse ratio, tall dielectric constant causes signal easily to transmit defer; Signal loss and dielectric loss (Df) concern into direct ratio, smaller signal loss also exceeds dielectric loss small. Accordingly, material of high frequency substrate must maintain lesser Dk and Df. And the Dk that reduces material of Fu copperplate medium and Df basically can pass colophony content of choice, colophony and enhance material 3 kinds of ways come true. Low Loss (small loss) grade above (base material Df≤0.008) circuit of high frequency high speed uses Fu copperplate, uses mainstream resin comprises craft course to have two: One is PTFE those who be a delegate is thermoplastic the craft line that colophony system makes; Another is with carbolic hydrogen colophony or modified gets together the resinite of hot solid sex that benzene aether colophony is a delegate is the craft line that make.
“PPO gives priority to body + cross-linking agent ” is current mainstream colophony line. The development that expects in material of substrate of high frequency high speed is primary level, PTFE colophony realizes sex of loss of low interpose report easily to become what be used the earliest because of its the most mature special type colophony, but its industrialization cost is higher. And because be thermoplastic colophony, PTFE is realizing aerial substrate structure of much stratification, base material is complex change an aspect, the difficult problem that facing the side such as many craft, equipment complement. Get together benzene aether (the interpose report function of PPO or PPE) is next to PTFE, the machinability of PPO material is a lot of better than PTFE material at the same time. Accordingly, in the line of the 2nd craft that makes in system of colophony of hot solid sex, it is at present give priority to body with “PPO + cross-linking agent (cross-linking agent can be double horse acyl inferior propyl of amine colophony, 3 Xi fat of 3 different cyanic acid (colophony of hydrogen of TAIC) , carbon) ” is mainstream course. In the meantime, circuit of high frequency high speed comprises design technology to still be advanced ceaselessly in last few years with colophony with Fu copperplate, appeared to come with modified horse acyl inferior amine (much double, more luscious group) give priority to resinous craft course; With special type epoxy resin (double-loop the fifth of the ten Heavenly Stem 2 Xi, couplet benzene aether wait) + benzene and the course of craft of Qin resinous extremely small loss that make (Very Low Loss) grade, and the Fu copperplate variety that uses base material in the circuit of high frequency high speed under grade of extremely small loss.
Electronic colophony is homebred change tide to advance, domestic company welcomes development opportunity. Company of production of colophony of our country electron starts later, product performance data, quality and stability and it is certain to manage old international company to exist difference. Go up in supply structure at present, colophony of our country electron is produced can be in the majority with epoxy resin of fundamental liquid state, colophony of high quality special type electron is less; Can satisfy downstream PCB industry to be in green environmental protection (do not have bittern without lead) , frivolous change, high speed is high frequency the colophony of special type electron that waits for field requirement supplies nervous, height to count an import. At present main supplier is electronic colophony gas of Japanese big gold, Du Bang, Xu Huacheng, SABIC, 3 water chestnut inside foreign capital enterprise and advance are one chemical industry, long the stage that vernalization is versed in inside endowment enterprise. Be in our country strategical below the big setting of layout electron Information Industry and new material industry, the market structure of electronic colophony industry is optimized further urgently, the presence of high-powered electron colophony that uses Yu Zhonggao to carry Fu copperplate to produce is larger homebred change a space, home includes east electron of group of spring of material science and technology, emperor, grand prosperous and the electronic colophony that are the same as Yu Xincai inside produce a business accumulate contain giant market vacuum and development potential.
1.3. PTFE: High end turns a tide apparent, domestic company already obtained technical breakthrough
Get together 4 fluorine ethylene (PTFE) it is becomes by polymerization of 4 fluorine ethylene high polymer compound, it is a kind of important organic fluorine material, have ” of “ plastic king say. Get together goods of 4 fluorine ethylene is all sorts of material that make via the means of processing by PTFE colophony, its held all sorts of exceedingly good property of PTFE. PTFE upper reaches involves fundamental industrial chemicals fluorite, hydrofluoric acid and 3 chloric firedamp, downstream demand basically comes from finished product to wait for a domain at national defence, aerospace, petro-chemical, electron, machinery and medical treatment.
PTFE element structure makes its have good interpose report performance, already became matrix of mainstream of copperplate of high frequency Fu at present. PTFE structure style is —CF2-CF2—, its element advocate catenary is formed by C—C key, all side key are C—F key, the key that bolts as a result of C—F can be taller than C—H key, the screen action that electron cloud bolts to C—C is more than hydrogenous atom, fluorine of a “ was formed outside carbolic carbon framework; of acting ” covering layer at the same time, the does not have a catenary linear high polymer that PTFE element is complete semmetry, the element does not have polarity. The structure with unique PTFE decided its have all sorts of superior performance: Chemical stability of height, not dissolve at any acid, alkaline with organic dissolvent; pole is able to bear or endure by force function of high low temperature, in - 180~250 ℃ can use; for a long time good insulating property and fight Gao Run of ageing ability; radiation resistance of slippery not agglutinant; . 1960, american Du Bang company uses PTFE resin at the production of copperplate of high frequency Fu first, through development of nearly 60 years, the production technology of copperplate of high frequency Fu is in PTFE to progress ceaselessly, breed also diversification, already made one of material with contemporary communication indispensable domain.
PTFE easy creep and wearability is poor, have extremely tall fuse-element viscosity, need to undertake modified ability gets used to Fu copperplate to produce. Accordingly, undertake modified to PTFE, develop new-style PTFE composite material, already became at present the main research of PTFE is mixed development direction. Current, the modified of PTFE basically uses compound principle, combine its and other data look the drawback with making up for PTFE. The method of modified basically has: Exterior modified, fill modified and mix modified to wait in all. Among them exterior modified is to point to to polar group is joined in the molecular catenary in PTFE surface, make its surface surface roughness increases, basically use chemistry to handle the way of the coupling agent in the law. What fill modified basically includes is filling modified and fiber increase, common inorganic filling has the mineral such as silicon of calcium carbonate, 2 oxidation, carbon black, titanium dioxide; And what fiber increases to basically point to is the Bo fine cloth that joins electronic rank in PTFE, the heat that reduces PTFE thereby is expansile can. Mixing modified in all is will a variety of, the polymer that is two kinds of above normally mixes together, basically include physics to mix with chemistry. Current, sort of PTFE Fu copperplate basically has short Bo towing tie / Bo fine cloth increases model, inorganic filling increases model, tall dielectric constant, inorganic filling / Bo fine cloth increases model, every sort can press the different form of dielectric constant to become different product, satisfy different product requirement.
Domain of high-energy Fu copperplate is held by business of beautiful sun department, before 5 big firms are occupied than amounting to 90% . Overseas business develops high-end market actively, roll out new breed of copperplate of Fu of high frequency, small transmission loss one after another in recent years, the company inside technical level Yuan Chaoguo is mixed stage endowment enterprise. The supplier of copperplate of high frequency Fu with at present banner whole world basically has 3 magnates of American Roger this, Taikangli, Aesop is pulled and the electrician below Japanese pine, day stands change.
Our country PTFE is produced can spend centrally taller, but main concentration is noting model model in low end product, low end is produced can superfluous and still be in outspread phase. Domestic PTFE produces can main concentration to change labour, Zhong Haochen in Dong Yue smooth, Zhejiang is gigantic change, the enterprise such as Jiangxi manage article and Lu Xi chemical industry, CAR4 is amounted to 63.54% . Come nearly more than 20 years the breakthrough as technology of domestic fluorine chemical industry, PTFE is produced can transfer from sea extroversion China gradually, always produced in the whole world 2019 can medium occupy than exceeding 40% . Because home makes cryogen company place want low end PTFE trade barrier is inferior, the industry ever experienced blind and outspread level, rate of integral start working maintains 50%-70% 5 years continuously. Current, our country PTFE is in only outlet position all the year round, low end PTFE competition is sufficient but high-end PTFE counts an import badly, entrance price is common prep above exports the price.
Company of copper of domestic PTFE high frequency Fu already obtained technical breakthrough, PTFE colophony enlarge is produced quickly. Firm of Guangdong unripe benefit rolls out circuit of radio frequency of CGA-500 series, antenna to enhance product of PTFE Fu copperplate with vitreous cloth, have in high frequency domain get together 4 fluorine ethylene (PTFE) and carbolic hydrogen the product of two series. Zhejiang Huazheng company is high frequency board H5 series already realized a quantity to produce, make public information to look from partial patent again at the same time, nanjing university, Jiangsu enlighten fly amount to electronic limited company to wait to also get together in positive research and development copperplate of high frequency Fu developed 4 fluorine ethylene HC series and HN series, PTFE and line of the products of carbolic hydrogen series are rich. Colophony supplies a side, hao China science and technology, gigantic change share to wait for large PTFE of much home country to produce a business PTFE of active position high end, hopeful alleviates the passive situation that our country counts an import badly.
1.4. Carbolic hydrogen colophony: Copperplate of high frequency Fu still is in exploration phase with system of carbolic hydrogen colophony
Quality of carbolic hydrogen colophony is good, expand increasingly in the dosage of domain of copperplate of Fu of high frequency high speed. Carbolic hydrogen colophony is to point to reach not saturated polymer by the C, saturation that two kinds of elements comprise H only. The C in its element catenary - the polarity that H bolts is small, c - H and C - C bolts can tall, polarizability low, density is small, because polymer of this carbon hydrogen has superior interpose report performance and heat-resisting stability. And origin of carbolic hydrogen colophony extensive, price is low, have higher sexual price to compare, dispute often provides competitive high frequency, high speed and high-powered circuit substrate to use colophony matrix.
The design accords with Fu copperplate to fasten a recipe with carbolic hydrogen resinite, it is the direction that technology of domestic and international industry breaks through. Carbolic hydrogen colophony serves as a kind thermoplastic colophony, put in mechanical intensity the problem such as inadequacy of low, hot property. Fu copperplate needs to enhance modified with carbolic hydrogen colophony, the mechanical strength that increases material of carbolic hydrogen colophony and high temperature resistant function. Specific the each other that can pass cross-linking reaction of not saturated Shuang Jian in the element to form high cross-linking wears polymer network structure, make its by thermoplastic to hot solid colophony change comes true. Fu copperplate needs to satisfy the following requirement with carbolic hydrogen colophony: Key of not saturated Xi or the nuclear group that have reaction active must be contained in ① element structure, and the active and luscious round amount on molecular catenary must is more than 2. ② needs to appropriate molecular amount is reached distributing. After ③ cross-linking solidify reacts, should have character of resinous of hot solid sex. ④ is contented and wet the requirement of craft.
Abroad takes the lead in beginning Fu of high frequency high speed to copperplate uses colophony recipe research and development and already obtained positive result. At present copperplate of Fu of domestic and international high frequency high speed uses course of research and development of carbolic hydrogen colophony to basically have: Colophony of ① carbon hydrogen gives priority to the colophony of body; Modified of ② Shuang Jian gets together benzene aether / Ma Lai acyl inferior amine + carbolic hydrogen colophony; The colophony of colophony of ③ carbon hydrogen and other type is like epoxy resin, benzene and Qin colophony cooperates to use. The polybutadiene that Rogers measures small element or get together cloth of fine of 2 Xi, Bo, filling, fire retardant mixes different the fifth of the ten Heavenly Stem the combination such as initator deserves to compare preparation circuit substrate with appropriate constituent, present performance of superior low interpose report; 2017, next Japan is loose beginning that study carbolic hydrogen colophony fastens the application in Fu copperplate in the horse, the M-7N product that rolled out 2018 used carbolic hydrogen resin. Benzene aether and molecular quantity get together to regard matrix as colophony under the fourth benzene copolymer of 10000 with double key endmost below the pine, the colophony varnish that after dispersing adequately with solidify agent, fire retardant, gets besmears cloth is in Copper Foil surface, preparation goes out have function of good mind report, heat-resisting and the Fu copper of the function that become film. 2023, the copperplate of Fu of colophony of hydrogen of carbon of hot solid sex that develops below the pine (also likelihood or carbolic hydrogen colophony give priority to body, match colophony of a few hot solid sex) or face city.
Our country uses research of carbolic hydrogen resinous, production to start to base material of circuit of high frequency electron later, have not come true to massive amount is produced and apply. At present base material of circuit of high frequency electron uses the whole world proprietor of an enterprise of production of carbolic hydrogen colophony should be centered in area of and other places of the United States, Japan, Germany, main business vacates company limited of high-powered polymer company, Xu Huacheng, Cao Da company limited to wait for Shaduoma, division. photograph comparing, chinese Sichuan east Inc. of group of material science and technology although research and development gives base material of circuit of high frequency electron to use carbolic hydrogen resin, but massive amount produces unfulfilment and still apply.
Manufacturer of copperplate of Fu of downstream carbon hydrogen already realized a quantity to produce, for resinous of hydrogen of electronic class carbon the entrance is replaced offer a technology to support. In recent years, the Fu copper company such as new material of unripe beneficial science and technology, South Asia is in key of domain of product of copperplate of high frequency Fu throws carbolic hydrogen high speed, product core function is abroader than the shoulder already bibcock enterprise. Among them, unripe beneficial science and technology began research and development of plank of high frequency high speed 2012, already had the carbolic hydrogen such as S7136H, LNB33 at present put into production of copper of high frequency Fu, obtained China for, of client of terminal of the advanced communication such as resurgence, Nuojiya, tide, server approbate. In November 2020, rate of group of industry of unripe beneficial science and technology raises level of IEC of copperplate of Fu of hydrogen of carbon of two hot solid in the world first, reflected unripe beneficial science and technology to reach the banner sex on production technology in recipe of copperplate of carbolic hydrogen Fu. South Asia new material perfects product of carbolic hydrogen series ceaselessly, the product such as NYHP-7300 L, NYHP-7003C has guided in terminal of domestic mainstream antenna the quantity is produced. In addition, sino-British science and technology increases carbolic hydrogen continuously strength of research and development of copperplate of colophony radical Fu, in waiting for a product to already was finished, ZYC8350T/TL tries.
1.5. PPO: Trade barrier is taller and pattern of supply and demand slants close, distribution company hopeful welcomes fast growing opportunity
Get together benzene aether performance is good, can use at promoting the report of Fu copperplate property. Get together PPO of benzene aether abbreviation, it is a kind of line model, be not crystalline high temperature resistant thermoplastic colophony, get together production of benzene aether industrialization includes monomer 2, 2 methylic phenol synthesize 6- and get together benzene aether synthesizes two portions. Below the action of metallic oxide activator, phenol and methanol happen below high temperature methylic change reaction production to go out 2, 6- 2 methylic phenol, repass 2, 2 methylic phenol are 6- monomer undertakes coincidence condensation polymerization reacts oxidizing, get getting together benzene aether. PPO has good mechanical performance, heat-resisting to be able to bear or endure ability in swimming, electric insulating properties and be able to bear or endure goodly chemical sex, because this is considered as Fu copperplate kind electric field has the electron most one of matrix resin that use latent capacity.
PPO of small element quantity cannot satisfy electronic product frivolous change, muti_function change requirement, must satisfy the use requirement of Fu copperplate via heating up the ability after solid sex modified. Because PPO is a kind thermoplastic colophony, its are had be able to bear or endure the solvent sex such as balmy hydrocarbon and bittern acting hydrocarbon is poor; Viscosity falls in melt condition taller, it is relatively difficult that treatment shapes wait for defect. These defect restricted PPO to be in electron the application of domain of electric, auto industry, the resin of hot solid sex that because this needs to undertake to its modified makes its can be formed,makes couplet solidify, will improve the performance such as its solvent resistance and treatment difficulty.
Modified PPO basically includes to mix modified PPO and structure in all PPO of the luscious modified that change a way. Among them, mixing modified PPO in all is to point to often use alloy to change or join the method such as active thinner to undertake modified to PPO. The structure is luscious changing a way is a kind when there is perspective most in PPO modified, it is to point to introduce in PPO structure a few can participate in the luscious group with reaction or bigger polarity, through these base introduce roundly, improve PPO and other to mix colophony or plastic consistence and reactivity in all, get the modified system with superior performance.
PPO modified studies the job was experienced tens of year gradual progress, fu copperplate matures gradually with PPO modified technology. 1957, GE company passes oxidation coincidence law first, by 2, polymerization of 2 methylic phenol gets 6- PPO, realized industrialized production 1965. 80 time begin 20 centuries, the company uses the suppress of Copper Foil of plastic sheet clothe of “Noryl” to become Fu copperplate first, but thermoplastic without change PPO the essence of material, the function that cannot satisfy Fu copperplate asks. Subsequently, live below friendly, pine, the company such as GE heats up difference of sex of solid sex inadequacy, macerate to wait for a problem to develop research in the light of PPO, synthesized the PPO colophony with hot solid good sex to be used at Fu copperplate to make. Current, fu copperplate is used get together technology of benzene aether modified can measure small element of repartition technology and direct synthesis to measure modified to get together through PPO element two kinds of methods realize benzene aether. The PPO that repartition of PPO element quantity is an exorbitant element quantity and 2 phenol monomer have reaction below the action of activator, make high polymer measures PPO advocate catenary ruptures, generate the PPO that small element measures. Straight joint measures modified PPO to point to into small element through oxidation coincidence law by 2, polymerization of 2 methylic phenol goes to 6- when certain level, join couplant or stop reaction, pair of luscious or sheet is luscious PPO that can get requiring a member measuring.
AI tide urges the frequent promotion that changes PPO requirement. Because PPO performance is superior, wide application uses Fu copperplate base material at high-end AI server. Area of PCB of the server quantity growth that as AI development drives, stand-alone and promotion of number of plies and promote to demand of copper of Fu of high frequency high speed, perspective of PPO market development is wide. Forecast according to TrendForce, 23-26 year volume of AI server shipment is 1183, 1504, 1895, 1000 2369, grow 38.4% compared to the same period, 27.1% , 26.0% , 25.0% . According to money couplet company, at present PPO industry dimensions makes an appointment with 1000 tons, and server of every 1 million AI is right of PPO add demand newly to exceed 1000 tons. Accordingly, future inside 3 years, the PPO that AI server domain brings increases demand newly or will exceed 1500 tons only.
Barrier of PPO colophony trade is taller, supply is in short supply will drive PPO to rise in price. The PPO colophony of PCB of high frequency high speed needs modified, be not all PPO manufacturer to be able to use as colophony of base material of PCB of high frequency high speed. And the ternary attestation that PPO needs to pass downstream CCL, PCB and terminal server manufacturer, supplier aptitude is taken extremely hard, whole attestation cycle is in 1 year of above even 2 years, enter camp taller. At present global PPO produces the relevant company that can be focussed in a few developed country highly. According to report of money couplet company, the whole world is at present only the ability that a few a few enterprises of Shabike, Xu Huacheng, Japan such as chemistry of gas of 3 water chestnut mastered industrialization to produce PPO, serve as the PCB with exclusive whole world to use PPO colophony supplier than the gram dene among them, PPO is produced can be 135 thousand tons / year, sales volume is only 2022 more than tons 1000. A few companies such as stars of group of spring of domestic only emperor, Nantong and Xin Bao Xincai have PPO produce can layout. According to money couplet company, at present the market value of PPO probably 700 thousand - 800 thousand / ton, considering once 1 million the industry is bit higher yuan / ton, if pattern of supply and demand slants continuously,tighten, prospective PPO price still has bigger rise space.
Domestic company quickens technical bottleneck breakthrough, company of relevant PPO distribution is benefited. At present group of Chinese blue star is to get together the manufacturing company with benzene the biggest aether, technology of own 2020 research and development is built produce can 30 thousand tons, always produce at present can amount to 50 thousand tons. 2017, law of solution of receipt of limited company of new material of treasure of Xin of summit of summit of Han Dan city gets together trial run of product line of benzene aether former pink is successful, produce per year 10 thousand tons; The construction inside factory of its Tang Shan has 10 full automatic its device produces modified product line can 120 thousand tons / year, it is home bigger produce can PPO project. Be in in view of PPO the applied foreground of electronic domain, our country enterprise quickens PPO technology research and development to reach produce can layout, hopeful breaks through foreign forestall situation. Current, communication of 5G/6G of holy spring group realized a quantity to produce at succeeding 2023 with PPO product, take the lead in passing terminal client attestation; With Yu Xincai hydroxyl of own research and development is changed get together benzene aether colophony and luscious change modified to get together benzene aether colophony already finished research and development to work, level tries in be in; The PPO that grand prosperous electron develops already carried the part that uses at having Xi Hongren high frequency high speed board, because this already was entered secondhand Intel is high frequency platform of reference of select material of high speed board; In addition, the enterprise such as material science and technology all has the yield related PPO east can layout and enlarge produce a plan. Develop as the abidance of artificial intelligence industry, distribution company hopeful welcomes new profit point of growth related PPO.
2.Enclose material: Epoxy resin is application is the widest enclose material
2.1. Makings of annulus oxygen moulding is application is the widest enclose material
Integrated circuit is enclosed is the process that reachs the brilliant circle that passes a test functional requirement treatment to get independent chip according to product model. Its are semiconductor chip those who make hind line working procedure, it is one of crucial segment that system of parts of an apparatus of implementation chip function, safeguard moves normally. Whole the material that encloses flow to need to be used basically has chip felt material, pottery and porcelain to enclose frame of silk of material, bond, down-lead, enclose material of substrate, cut to wait.
Annulus oxygen model is sealed expecting is most the mainstream encloses material, epoxy resin is its matrix colophony. Differ according to what enclose material sort, it is OK that electronic parts is enclosed cent is enclosed for the metal, pottery and porcelain is enclosed and plastic enclose 3 kinds. Annulus oxygen model is sealed makings (Epoxy Molding Compound, abbreviation EMC) full name expects for epoxy resin moulding, it is the sex of a kind of hot solid that is used at semiconductor to enclose chemical material, be it is matrix colophony by 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 machine and become, main function does not suffer outside ambient to protect semiconductor chip (lunt, temperature, pollution) influence, realize heat conduction, insulation, be able to bear or endure wet, compression, prop up wait for compound function. (Annulus oxygen) model is sealed have cost low, dimension quality is small, small, but the advantage such as batch production, according to Shanghai of the Chinese Academy of Sciences small system and lab of strategy of IT institute SIMIT announce " series of special subject of material of our country integrated circuit reports " , the integrated circuit of 90% above all uses annulus oxygen model to seal makings as cover material.
World semiconductor enclosed a technology to experience 5 development level. Current, the mainstream that global semiconductor encloses is lying the autumn of the 3rd phase and fast hair exhibition period, wait to basically enclose a form to enter mass stage of production with CSP and BGA, also be in at the same time to the 4th, the 5th phase develops.
The rapid growth that encloses the market will drive annulus oxygen model to seal the demand of makings, at the same time advanced enclose the market to add fast will remarkable fast enclose the market to add at the tradition fast will drive model of different annulus oxygen to seal makings the change of product requirement structure. In recent years, global semiconductor encloses a test market dimensions growth is apparent, in rub Er law approachs physical limit big setting to fall ceaselessly, working procedure of the line after the path before semiconductor is mixed quickens confluence, advanced enclose become an industry to pay close attention to a focus, will weigh pattern of competition of model semiconductor industry. Advanced 2022 in enclosing the market to enclose the market in whole integrated circuit, occupy it is than making an appointment with 47% . As brilliant circle acting factory, IDM (manufacturer of compositive parts of an apparatus) sortie is advanced enclose business, chiplet (core bead) the technology leads advanced enclose development, multichip different makes prospective main trend. Forecast according to Yole, prevenient into enclose market interior, include FCBGA (install array of case of chip ball bar) with FCCSP (install chip chip dimension to enclose) inside install chip platform to held the market share of 51% 2022. Come from 2022 during 2028, accrual is compound year all the fractionize market with top increase rate anticipates can be embedded chip, 2.5D/3D, and assemble chip, its increase rate is respectively 30% , 19% with 8.5% . Advanced enclose the market to will come 2022 2028 with of 10.6% compound year all increase rate grows, reach 78.6 billion dollar; Under photograph comparing, the tradition encloses the market to predict to arrived 2022 2028 compound year all increase rate is slower, for 3.2% , vendibility will reach period last stage 57.5 billion dollar. whole, enclose the market to predict will with of 6.9% compound year all increase rate growth comes 1, 36 billion dollar.
The abidance that encloses a technology gradual progress is sealed to annulus oxygen model expect the performance that offerred more, more severe exacting asks, . Face towards further as semiconductor chip tall compositive degree with muti_function the way that change develops, annulus oxygen model seals makings manufacturer to need specific aim ground to develop new product to issue the function requirement with tourist increasingly complex door in order to match, the recipe of the of all kinds product that uses at past dynasties to enclose a form consequently is developed (basically involve raw material choice and deserve to compare) , parameter all puts the craft such as rate of the order of feed in raw material in production, temperature that mix refine, time that mix refine, mix to differ somewhat, namely of all kinds product is right change the respect such as technical properties and function, application function to all be put in difference, reason industry calls “ generation to enclose, generation material ” .
2.2. Annulus oxygen model is plastic: Our country already became model of world annulus oxygen to seal the base of the biggest production of makings now, but in high-end product still counts an import
Our country already became model of world annulus oxygen to seal the base of the biggest production of makings now. At present model of oxygen of our country annulus seals the yield of makings to be able to exceed 140 thousand tons, produce for the whole world about can 35% , already became the largest annulus oxygen model on the world to seal now material and enclose filling to produce base, basis wisdom grinds advisory data shows, chinese semiconductor seals makings crop to be one hundred and seventy-one thousand six hundred tons about with annulus oxygen model, demand year it is one hundred and eleven thousand three hundred tons about.
Our country integrated circuit encloses level of whole of test course of study and global mainstream technology to return the difference with bigger presence, high-end product still counts an import in or be the production base supply that the foreign enterprise sets in China. Inside home endowment the enterprise encloses a technology to give priority to with generation, 2 generation (like DIP, SOP) , the product is belonged to more in low end kind. Seal as our country integrated circuit measure pace of industrial technology innovation to accelerate, the 3rd generation with additional higher cost, the 4th acting high end encloses a product, if a variety of chip of network of high speed broadband, digital-to-analogue mix chip of safety of chip, special circuit chip, information,wait for product of chip of level of a batch of systems to realize batch to turn production, the advanced integrated circuit such as QFN, BGA, WLP, SiP, TSV, 3D encloses test emerge as the times require and realized batch to turn production, but scale of production is very minor, still cannot satisfy the demand that market of domestic high end increases increasingly. In addition, makings respect is sealed in annulus oxygen model, according to technology of industry of integrated circuit data innovation alliance releases " special 2021 enclose statistic of data industry data to report " , makings of moulding of oxygen of our country annulus is in in low end encloses a product to already realized dimensions quantity to produce, in group of OFP, QFN, model kind enclose a domain to already realized small lot to offer goods: ? τ rotten?FC-CSP, FOWLP, WLCSP, FOPLP advanced enclosed product maturity is inferior. And foreign capital encloses test company to had come true to undertake in the whole world resource is configured manufacturing, use mainstream BGA, CSP, MCM, MEMS to wait more enclose a form, inside technical level prep above endowment enterprise.
Semiconductor encloses data industry to attribute a skill concentrated sex industry, recipe technology and the innovation sex that manufacture engineering technology are the crucial foundation of product competition advantage. In recipe development process, need to choose raw material in numerous compound (include advocate makings and additive) undertake answer match, affirmatory and appropriate accretion scale, the element such as mature cost estimates yield demand with satisfying. Bring about because the sort of raw material of the either in the recipe or scale are fluctuant possibly when optimizing some function index, produce adverse effect to other function index, accordingly, product recipe need is mature the mutual influence that each raw material differs to be caused to each function as a result of sort or scale, achieve effective balance between multinomial performance demand, in order to assure the dependability of the product. In the meantime, because different client or same client are different of the product enclose form, production control of equipment type selecting, technology, before course material is chosen, the respect such as dependability assessment requirement and terminal application setting exists difference, seal the each function index of makings to have individual demand to annulus oxygen model, because this seals the demand of makings to annulus oxygen model,appear custom-built change a feature.
The concentration that model of domestic annulus oxygen seals makings production is spent tall. The business that at present our country electron encloses material dimensions to produce is not much, produce a line and do not have uniform standard, need design of company proper motion to undertake custom-built, amount of more traditional installation cost is larger, and the main technique that the electron encloses the annulus oxygen in material to enclose material to produce masters on hand of company of production of a few dimensions, the industry is spent centrally tall. At present main business is Heng Suohua inside the industry power division of electron, Beijing turns report of new material, long Xing Kun and Hua Haicheng division.
2.3. Epoxy resin: Homebred change high-end colophony product to still need a breakthrough
Epoxy resin is two are contained in pointing to an element or oxygen of two above annulus base compound of round a kind of high polymer, can wait for agent of of all kinds solidify to cooperate to use with colophony of Zun of amine, Mi, acid anhydride, phenolic aldehyde form three-dimensional and meshy condensate. Have mechanical property tall, cohesive force structure of strong, element is compact, stick receive performance exceedingly good, solidify shrinkage is small (product measure stability, internal stress is small, not easy craze) , insulating properties is good, anti-corrosive properties is good, stability is good, hear resistance is good (can amount to 200 ℃ or taller) characteristic, because this is applied extensively at each domains such as sticky agent of electric equipment of coating, electron, composite material, glue.
Demand of our country epoxy resin is gently grow, epoxy resin is in average level the condition with sufficient supply. 2017 to 2021, the apparent demand of our country epoxy resin comes 1.61 million tons from 1.41 million tons of growth, CAGR is 3.25% , after that 2022 somewhat fall after a rise. In the meantime, end 2023H1, colophony of our country phenolic aldehyde is produced can amount to 3.19 million tons / year, integral 23H1 start working leads inadequacy 50% , supply is relatively sufficient.
Competition of market of industry of our country epoxy resin is intense with each passing day, but the high-end product such as electronic class counts an import. According to Chinese customs data, domestic epoxy resin imports price outclass on average to export the price, 2023 H1, the phenolic aldehyde colophony of our country primary appearance exports a quantity to be ninety-one thousand two hundred tons, import volume is eighty-one thousand four hundred tons, but average export unit price is 2510 dollars / ton, it is average entrance unit price only 4333 dollars / ton 58% . The structure of imports and exports of product of our country epoxy resin is lopsided, company of production of special type epoxy resin is less, a large number of products count an import.
Along with the electron electric kind of homebred manufacturer that waits for special type epoxy resin continuously enlarge is produced, homebred change plan hopeful to promote ceaselessly. At present market of domestic common epoxy resin is added fast put delay, and demand of high-end epoxy resin is big, and count an import in great quantities. The electron is electric kind respect of special type epoxy resin, japanese business is overall be in lead position, include iron of chemistry of DIC of Japanize medicine, Japan, 3 water chestnut, new day to wait on behalf of the enterprise. In domestic company, electron of holy spring group, grand prosperous, Tong Yuxin material, east the company such as material science and technology has been enclosed in Fu copperplate and electron have certain base with epoxy resin, supply the manufacturer such as new material of unripe beneficial science and technology, South Asia, Hua Zhengxin material.
3.Photoetching glue colophony: High end makes Cheng place still need a breakthrough with colophony
3.1. The abidance of semiconductor industry develops those who drive photoetching glue demand to promote continuously
Photoetching technology is one of the vitallest technology in the process that circuit of large scale integration makes. Photoetching is light of have the aid of sends resist () of renown photoetching glue, exposure has below specific illuminant illuminate, the measure such as repass develop, quarter corrode, the graph that gets on film of attack by surprise transfers the technology to underlay. Photoetching decided the size of the smallest feature of chip with quarter corrode, it is the vitallest technology in the process that circuit of large scale integration makes. Photoetching and quarter corrode craft occupy chip to make the 40%-50% of time, 30% what hold production cost. In graphical move process, want to undertake photoetching more than 10 times to silicon chip commonly.
Photoetching glue is the most crucial function material in photoetching process. Photoetching technology contains 3 element such as craft of glue of illuminant, photoetching, photoetching, among them photoetching glue is the most crucial function material in photoetching process. Photoetching glue is in the upper reaches of catenary of integrated circuit industry, have dosage little, purity is advanced characteristic, 20% what its cost can take end item high most, but the discretion of its quality is crucial to the function of the product. The development level of photoetching glue represents the development level of industry of whole integrated circuit. Photoetching glue is to show the exposure light source that passes different wavelengh undertakes exposure hind, in exposure area can produce cross-linking or smooth solution, make its are in the physical function in developer solution, especially dissolvability or the mixed liquor body that kiss hydrophoby happening change. After exposure, the photoetching glue of exposure area produces change in the dissolvability in developer solution, via specific photoetching figure getting after developer solution develop.
the 80% above that sexual photoetching glue occupies gross. According to the in the solubility in developer solution difference after exposure, photoetching glue cent is sexual photoetching glue (smooth solution sex) with glue of negative sex photoetching (cross-linking) . Among them, sexual photoetching glue increases in the solubility in developer solution, gotten design and edition of film of attack by surprise are identical; Glue of negative sex photoetching is contrary, reduce via the solubility after developer solution namely even not dissolve, gotten design and edition of film of attack by surprise are contrary. The applied domain of glue of two kinds of photoetching is different, to for sexual photoetching glue, produce acidity material in exposure process commonly, in using process of develop of alkalescent developer solution, the photoetching glue of exposure can dissolve gradually, and developer solution is right not exposure area does not have an influence, make photoetching glue can better the ground maintains a graph to change with graphical dimension. To glue of negative sex photoetching, developer solution is OK the photoetching peptization that ooze brings about exposure area into exposure area bilges be out of shape, resolution is reduced. Relative to character, use sexual photoetching glue can obtain higher graphical resolution. Overall and character, sexual photoetching glue is used more general, occupy the 80% above of gross.
Current, level of global chip technology already crossed level of rice of accept of in a subtle way, what reach its exposure kind according to illuminant is different, can be cent of semiconductor photoetching glue ” of glue of ” of glue of ArF of type of immersion of ” of glue of ” of “G/I wire glue, “KrF glue ” , “ArF, “ , “EUV, its part the ultimate chip of corresponding 350 Nm, 110 Nm, 65 Nm, 35 Nm, 7 Nm makes Cheng.
Photoetching glue market will extend ceaselessly, photoetching glue occupies high end to promote than will lasting. TECHCET predicts the market will maintain driving development, 2022-2027 year compound year of increase rate for 4.1% . From global photoetching classified market share occupies glue to look than coming, high-end photoetching glue holds the largest market share. According to TECHCET data exposure, 2020 share of market of glue of global semiconductor photoetching: ArFi (38% ) , KrF (34% ) , G/I line (16% ) , ArF (10% ) , EUV (1% ) . Future, the EUV that is used at introducing the new technology such as advanced logic and memory and KrF will be the photoetching glue product with the rapiddest growth, wait for a company to mix a few technology from ArF as report of SamSung, stage accumulating, Intel the combination that ArFi (193nm and 193i) of 193nm immersion type turn to EUV and 193i, the crop fast vigorous growth of EUV.
Semiconductor industry is transferred to the mainland gradually, hopeful of photoetching rubber industry is benefited. According to exposure of material of brilliant luck report, global limits looks, only market of material of chinese mainland semiconductor is in long-term growth condition, 2016-2018 year add 3 years continuously fast more than 10% . Came 2007 2021, sale of material of chinese mainland semiconductor is occupied from the whole world 7.7% promote considerably to 18.8% . In the meantime, construction of round plant of chinese mainland brilliant will greet high speed to grow period. Came 2020 2022 is fastigium of put into production of round factory of chinese mainland brilliant, with the burgeoning brilliant circle such as memory of the Yangtse River, memory length Xin the factory is mixed with in the factory is in the circle of old brand brilliant that core international, Hua Hong is a delegate produce can outspread period. Predict to arrive to added round plants of 38 12 inches of brilliant newly at least 2024 from 2020, among them China will build 19 (Chinese Taiwan 11, chinese mainland 8) . 8 inches of brilliant are produced per month roundly can come to will amount to 6.6 million dimensions 2024. The semiconductor material vendor such as photoetching glue hopeful benefit from benefit from enlarge produces wave.
Of glue of photoetching of semiconductor of our country high end homebred change rate is low. According to " advanced photoetching material " , self-sufficient rate makes an appointment with the home of glue of photoetching of the G line of 6 inches of silicon chip, I line for 20% . Only a few a few companies can produce the KrF photoetching rubber that applies to 8 inches of silicon chip, like Beijing glue of photoetching of division China KrF (resolution is in 0. 18~0. 25 μm) , glue of photoetching of thick film of KrF of Shanghai new this world (resolution ≥0. 15 μm, film is deep 0. 3~15 μm) , glue of photoetching of brilliant luck KrF (resolution is in 0. 15~0. 25 μm) . The ArF photoetching gum that uses at 12 inches of silicon chip relies on an entrance basically, home has the ArF Gan Shiguang of extremely individual manufacturer to engrave glue to get client test and verify only.
3.2. The colophony that become film is photoetching glue most the component of core
The colophony that become film is the bases of photoetching glue, the colophony becoming film of different photoetching glue has difference. Photoetching glue basically divides composition by 4 ministries commonly: Into material of velar colophony, photosensitive, dissolvent, proper auxiliary. Among them, the colophony that become film is the bases of photoetching glue, support action to arriving since whole photoetching glue, make photoetching glue is had be able to bear or endure quarter corrode function, have main effect to the function of photoetching glue. As integrated circuit to large-scale change exceed extensive development even, requires treatment line is broad finer and finer also, taller and taller also to the requirement of photoetching glue resolution. In the meantime, different photoetching craft asks to also rise subsequently to becoming velar resinous, and the colophony becoming film that place of corresponding photoetching glue needs also changes ceaselessly. The sensitive colophony that experiences at present has phenolic aldehyde colophony, get together ramification of olefin of pair of hydroxyl styrene, annulus kind reaching molecular vitreous body is.
The colophony that become film and corresponding photoetching colloid are:
1, ultraviolet light cuts material
Lose sexual photoetching glue: Ultraviolet light cuts material is to be studied the most extensive and the most thorough system. Inchoate ultraviolet light engraves negative glue is to be based on system of acerbity ester of polyvinyl alcohol Chinese cassia tree. But, the adhesiveness of glue of this kind of photoetching and matrix is poorer bring about film inhomogenous, applied limits suffers be restricted. Be aimed at problem of photoetching glue adhesiveness subsequently, kodak development went annulus to change balata - glue of photoetching of negative sex of the double department that fold nitrogen, but the photoetching glue that is based on Kodak KTFR uses Kun of heavy nitrogen naphthalene to be emulsion commonly, nitrogen is lost to produce nitric acid after emulsion exposure, cause deputy reaction, exposure part is in developer solution not dissolve, because easy happening,expand bring about circumjacent occurrence burr, make its resolution is restricted, accordingly the resolution limit of glue of this kinds of photoetching is in 2μm.
sexual photoetching glue: Current, commercial G line / glue of I line photoetching basically is phenolic aldehyde colophony - system of Kun of heavy nitrogen naphthalene. To raise resolution, chan Bo grows ultraviolet light source (like G line and I line) apply at chip to make early or late, and apply hereat kind the photoetching material of illuminant is to be based on phenolic aldehyde colophony - system of Kun of naphthalene of adjacent heavy nitrogen, among them phenolic aldehyde colophony is to regard film as colophony, adjacent weighs azotic naphthalene Kun to serve as emulsion. Glue of G line photoetching basically applies to 0.5~0.6μm integrated circuit make, and glue of I line photoetching basically applies to 0.35~0.5μm integrated circuit make. Nowadays is propped up in the I line illuminant of High-NA technology below, the resolution limit that its support can have achieved 0.25μm.
2, deep ultraviolet light cuts material
KrF (248nm photoetching glue) : Because the place of exposure light source in 248nm is opaque, with agent yield acid existence competition draws a significance, photosensitive sex is poorer, because this cannot apply in 248nm photoetching craft. And get together to be in 248nm place to have to hydroxyl styrene and its ramification pass through a gender very well, be used as photoetching glue to become velar colophony normally. In the meantime, through raising the NA(Numerical Aperture) of exposure opportunity the value reachs the photoetching technology that improves photograph form a complete set, the limits that expanded 248nm photoetching glue applies, use successfully already at line wide 0.18~0.13μm at present the making of relevant parts of an apparatus. In addition, move through using rate of differentiate of model of photograph attack by surprise, corrective from axial illume, proximity effect divide into equal parts increases a technology, 248nm photoetching glue can make the figure that is less than 0.1μm.
ArF (193nm photoetching glue) : When integrated circuit workmanship develops 90nm node, the PBOCST photoetching gum that is used at KrF photoetching system originally can show intense absorption below the wavelengh in 193nm, cannot satisfy new photoetching requirement. ArF (193nm) work up is photoetching glue mainstream photoetching glue, main component is development around two direction: Glue of photoetching of dry method ArF and be enmeshed glue of type ArF photoetching. To 193nm wavelengh, it is acrylic ester commonly usedly kind colophony, and pass the control that the copolymerization of different monomer can achieve pair of colophony performance. Show level to be enmeshed glue of type ArF photoetching is in double graph / below the support of technology of multiple graph exposure, craft node resolution can have been achieved to 7~10nm.
3, extremely ultraviolet photoetching material
EUV: The illuminant wavelengh that place of EUV photoetching technology uses is extremely short, make an appointment with 13.5nm only, its energy is higher (92. 3 EV) . Almost all stuff are extremely right ultraviolet light has absorb, but different element is extremely right the atom of the absorption of ultraviolet light and element absorbs cut area to have bigger concern. Metropolis generation draws almost all below this wavelengh optical material, groovy photoetching glue is extremely right the absorption of ultraviolet light efficiency is very low, because this is extremely ultraviolet,photoetching glue pays close attention to a dot into velar resinous is no longer before pervious to light quality, those who replace is surface roughness of brim of high resolution, bottom line and high sensitive rate. Extremely ultraviolet photoetching glue is organic photoetching glue and inorganic photoetching glue according to the different cent of main constituent. Current, commonly used extremely ultraviolet photoetching glue system basically includes to get together to reach its to hydroxyl styrene vitreous body of polycarbonate and derivative, its ramification, element is fastened and metallic oxide.
3.3. Phenolic aldehyde colophony: Of high-end phenolic aldehyde homebred replace advance continuously
Phenolic aldehyde colophony applies extensively at the domain such as moulding makings and abrade material. Phenolic aldehyde colophony is by phenol apperception adds up to content and aldehyde apperception to add up to content classics to condensation polymerization reacts and be made, have adhesiveness, hear resistance, fight the good performance such as ablation sex, anti-flammability, acid-proof sex and insulating property. In light of fractionize industry, the domain with most application of colophony of phenolic aldehyde of 2023H1 our country is phenolic aldehyde film plastic domain, occupy than 22.40% , machine material of domain, abrade attrition, fireproof adiabatic heat insolation for lumber next, occupy respectively than be 20.30% , 20.10% , 18.90% .
Demand of colophony of our country phenolic aldehyde somewhat fall after a rise, whole is in the condition with sufficient supply. Those who accompanying phenolic aldehyde colophony to wait for a domain to technical ability of traffic of car, orbit, structure in downstream domain extend, 2015 to 2022, demand of colophony of our country phenolic aldehyde comes one million two hundred and eighty-two thousand five hundred tons from 995 thousand tons of growth, CAGR is 3.69% . In the meantime, end 2023H1, colophony of our country phenolic aldehyde is produced can amount to 2.14 million tons / year, integral 23H1 start working leads inadequacy 50% , supply is relatively sufficient.
Competition of market of industry of colophony of our country phenolic aldehyde is intense with each passing day, but high end is tasted homebred change rate remain to promote. Show level, in resinous of our country phenolic aldehyde low end the market enters a doorsill inferior, new enter a business more, market competition is intense with each passing day, and high-end market is relatively vacant. According to Chinese customs data, colophony of domestic phenolic aldehyde imports price outclass on average to export the price, came in January 2023 June, the phenolic aldehyde colophony of our country primary appearance exports a quantity to be fifty-seven thousand three hundred tons, import volume is forty thousand seven hundred tons, but average export unit price is 1832.49 dollars / ton, it is average entrance unit price only 3465.01 dollars / ton 53% . The structure of imports and exports of product of colophony of our country phenolic aldehyde is lopsided, additional cost product still wants high end increase strength of research and development.
Colophony of electronic class phenolic aldehyde basically is used at chip photoetching glue, electron to enclose domain of the copperplate that reach Fu. In integrated circuit domain, colophony of linear phenolic aldehyde regards a foundation as colophony, it is crucial functional material, its basically apply at chip photoetching glue, electron to enclose domain of the copperplate that reach Fu. Current, demand of 6 inches of brilliant wafer market with 8 inches are very big, colophony of linear phenolic aldehyde because of superior photoetching performance, remain what glue of I- line photoetching uses the most extensively to become velar colophony; Use epoxy resin of solidify of colophony of linear phenolic aldehyde to be able to get the data with the good performance such as report of insulation of heat conduction, heat-resisting, report, interpose, because colophony of this linear phenolic aldehyde is an electron,enclose one of optimal raw material that use with Fu copperplate. However, traditional phenolic aldehyde colophony is put in stability difference, sensitive speed slow, diaphaneity, resolution and mechanical intensity are low problem, increased to apply cost and technical difficulty, reduced phenolic aldehyde colophony to be in the economic benefits of integrated circuit domain. Accordingly, need undertakes modified to colophony of traditional and linear phenolic aldehyde with applying at integrated circuit domain better. Production of broaden the scope is colophony complex difficulty. The body of the faculty that make of colophony industry is right now content of ion of content of ion of limits of molecular quantity, element, metal, impurity control, rarefied process is crucial, clean spend a canal to accuse to design be rarefied ability to reflect with craft course. Colophony monomer recipe is decided by colophony manufacturer, market share is minor, technical difficulty is lesser, but investment is higher. Colophony craft and composition do not have patent, but colophony recipe existence is patent, colophony monomer need is rarefied, raw material is tasted for a large amount of chemical industry. Colophony complex difficulty is produced for the quantity, the process that controls to the canal of broaden the scope from the lab is worse, stability control is more difficult; Colophony synthesis craft is simpler, the accurate control that molecular quantity distributings is more difficult, the process that designs a structure according to recipe demand is more crucial.
Colophony of domestic phenolic aldehyde produces can opposite concentration, partial business captures successfully colophony of electronic class phenolic aldehyde. Market of colophony of our country phenolic aldehyde is bigger, too chemical industry, Suzhou stays in Er chemical industry, Shenglaikete friend invest an enterprise for foreign trader of main phenolic aldehyde colophony. The proprietor of an enterprise with domestic bigger scale of production should include world of world of Jinan emperor spring, Shandong, red embellish of overgrown with weeds of Cheng new material, Lai is amounted to, the city of Liaoning bright and beautiful, share that start line of business. Produce can be in enterprise of 100 thousand tons of above the amount is less, produce can opposite concentration to be in bibcock enterprise, basically give priority to in order to keep quantity competition. 2018, the photoetching glue of holy spring group uses ratio defective product of colophony of linear phenolic aldehyde to break foreign monopoly first, open resinous of electronic class phenolic aldehyde is homebred change a course, but basically supply for 2 course material. In addition, red Cheng new material is the bibcock enterprise of photoetching glue domain, advocate hit a product to be colophony photoetching glue, the company already finished TFT-LCD Array of liquid crystal face plate quantity of colophony of the phenolic aldehyde colophony of glue, phenolic aldehyde of LED photoetching glue is produced. In the meantime, since this year, the epoxy resin of electronic class phenolic aldehyde of the enterprise such as Ba Ling petrifaction drives successful, resinous of electronic class phenolic aldehyde is homebred replace advance continuously.