In 2019, the market scale of semiconductor materials in mainland China will exceed 58 billion yuan

28 August 2023

Semiconductor material is the foundation of the development of the semiconductor industry. It integrates the advanced results of many contemporary disciplines and plays an important role in the continuous upgrading of semiconductor manufacturing technology and the continuous innovation and development of the industry.

Each step forward in semiconductor technology puts forward new requirements for materials, and each development in materials technology also provides new ideas for the development of new semiconductor structures and new devices. In 2019, thanks to the joint efforts of all domestic semiconductor materials, some mid- to high-end areas have made promising breakthroughs, and localization has been further improved.

Affected by the overall downturn in the industry, the global semiconductor material market revenue in 2019 declined significantly, but the decline was lower than the overall semiconductor industry. According to statistics from China Electronic Materials Industry Association, the overall global semiconductor materials market revenue in 2019 was US $ 48.36 billion (about RMB 343.07 billion), a decrease of 6.89% compared with US $ 51.94 billion in 2018.

On July 22, 2019, the first batch of companies on the Science and Technology Innovation Board went public. Anji Microelectronics, as a domestic CMP polishing liquid leader, became one of the first 25 companies to land on the science and technology board. Jiuri New Materials, Water Gas, Shengong Co., etc. followed closely and successfully landed on the science and technology board. At the same time, semiconductor material companies such as Zhengfan Technology and Grinda have made smooth progress in landing on the capital market. It is expected to usher in a milestone in the new year, broaden the financing channels of various companies, and inject new guarantees for the overall development of the industry.

At present, domestic semiconductor materials have generally formed a leading company as a carrier, the platform cooperates with the ability to promote verification, and possesses a certain industrial foundation, technology accumulation, and talent reserve. Some subdivided material fields are closely following the international level. However, the market for advanced technology node materials as a whole is still monopolized by foreign countries, with less breakthroughs in domestic materials, and blank core materials in key links, which affects the safety of the entire industry.

The semiconductor industry is accelerating its migration to mainland China, and China is becoming the main carrier. In 2020, the industry generally believes that 5G will achieve large-scale commercial use. Driven by hot technology and applications, the demand for domestic semiconductor materials is expected to grow further.

At the beginning of the new year, the world economy continues to decline. The weak economy throughout the year seems to be a foregone conclusion. The pneumonia epidemic has impacted the development of the industry. The Sino-U.S. Trade war has not subsided, and many uncertain factors will be added in 2020. But with the determined development goals, the domestic semiconductor material industry will definitely move forward!