Electronic special gases, referred to as electronic special gases, refer to special gases used in the production process of semiconductors, display panels, photovoltaics, LEDs and other electronic products.

Electronic special gases are widely used in the fields of semiconductors, display panels, photovoltaics, LEDs and electronic product production. According to relevant data, in the national electronic special gas downstream application distribution pattern in 2021. integrated circuits are the largest consumer of electronic special gases, accounting for 43% of the application. Display panels, LEDs, and photovoltaic industries account for 21%, 13%, and 6% of the downstream application distribution pattern of electronic special gases in my country, respectively.

Development environment: National policies are constantly favorable and the industry has broad development prospects

In order to ensure the stable supply capacity of electronic special gases, improve the localization rate of electronic special gas products, promote the high-quality development of the electronic special gas industry, and cultivate and expand electronic special gases and their downstream strategic emerging industries, my country has successively issued a number of electronic special gas industry support policies in recent years, listed special gases in the new materials industry, and vigorously supported and promoted the development of the special gas industry. In July 2022. the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Ministry of Natural Resources jointly issued the "14th Five-Year Plan for the Development of Raw Materials Industry", requiring the development of a number of key materials such as special coatings, photoresists, industrial gases, catalysis, optical functions, and hydrogen storage materials around key application areas such as integrated circuits, information and communications, and energy industries. Against the background of national policies that continue to favor the development of the electronic special gas industry, my country's electronic special gas industry has broad and bright development prospects.

Development status: The market demand for electronic special gases is rapidly expanding, and the trend of domestic substitution continues to deepen

Under the new normal of the economy, more emphasis is placed on the optimization and upgrading of the economic structure. Emerging industries such as large-scale integrated circuits, new displays, high-end manufacturing, and new energy strategies will contribute more to China's economic growth. As an indispensable key material for the development of the above-mentioned industries, the rapid development of related downstream fields in recent years has driven the rapid growth of demand for electronic special gases. Since the entry of special gases into the Chinese market in the mid-1980s, China's special gas industry has undergone 30 years of development and precipitation. Through continuous experience accumulation and technological progress, leading companies in the industry have achieved breakthroughs in some products, reached international standards, and gradually achieved import substitution, and the localization of special gases has objective conditions. Under the influence of multiple factors such as technological progress, demand pull, and policy stimulus, the localization process of special gases has been gradually promoted.

Market structure: foreign companies monopolize the market, and local companies are gradually rising

my country's electronic gas industry started in the late 1980s. At this time, the domestic electronic special gas industry was not well developed and there was a large gap with foreign advanced technology. In the 1990s, my country's electronic special gas industry was further developed, and some products achieved initial independent supply, but in terms of gas purity, mixing, storage, transportation and application, it still lags behind the international leading level. By the 21st century, with the strong support of national policies and funds, the research and industrialization development of my country's electronic special gases began to accelerate, and an electronic gas industrial system with complete quality and stable quality was basically established. In recent years, as my country's electronic special gas manufacturing companies have continuously achieved innovative breakthroughs in key core technologies, the gap with the international advanced level has further narrowed, and the market share of foreign-funded gas companies in my country has declined. Some domestic electronic special gas manufacturers such as Kaimet Gas, Huate Gas, Jinhong Gas, Perri Gas, Green Ling Gas and other companies have risen rapidly, achieving import substitution for some electronic special gas products, and domestic enterprises have continuously increased their market share in my country's electronic special gas industry.

Development trend: The demand for localization of electronic special gases has increased, and the monopoly of foreign capital in China is expected to be broken

With the rapid growth of the scale of strategic emerging industries such as electronics and new energy in my country, the demand for electronic special gases has become more vigorous. As a key core material for emerging industries such as semiconductors, electronic special gases are facing the expansion of downstream market demand, while the high price of imported products, long delivery cycle and turbulent international situation have brought great instability to the supply of electronic special gases, which has seriously restricted the healthy and stable development of my country's strategic emerging industries. In order to ensure the stable supply capacity of key materials for my country's strategic emerging industries, it is imperative to localize my country's electronic special gases. As national policies increase support for the local electronic special gas industry, domestic companies have achieved breakthroughs in some products and reached international standards by continuously accumulating experience and mastering technology. They have the objective conditions for the localization of special gases, and the demand for the localization of electronic special gases is growing. In the future, my country's electronic special gas products will gradually replace imports, and the monopoly of foreign capital in China is expected to be broken.