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Xinmou Research Report | Market development of domestic semiconductor quartz productsIssuing time:2022-04-14 15:45 |Analysis of domestic semiconductor quartz products market In the past month, quartz products, a key component in the semiconductor industry, attracted the attention of industry and capital. In March this year, Beijing CapitaLand officially landed in Beijing Stock Exchange; Philips Shichuang and Ningbo Yunde obtained huge capital financing. However, before that, the attention of the market and the public was rarely focused on such consumables as quartz products. Little did they know that these key components could be "small to large", which stuck the semiconductor industry in an "inconspicuous" manner. Today, quartz products have come to the front of the industry. This article will comprehensively describe the domestic semiconductor quartz product market from the concept, market scale, important players, insufficient development and suggestions. Overview of domestic semiconductor quartz industry 1.1 Development trend of domestic semiconductor parts The semiconductor industry is the key to the current global science and technology competition, and is also the core supporting industry for China to build a self reliant science and technology strength. In the context of global wafer expansion, semiconductor equipment has ushered in a peak demand. However, many international equipment manufacturers have indicated that the shortage of equipment capacity will be long-term. For domestic equipment manufacturers, the reason why political factors can become a constraint lies in the low level of localization of semiconductor parts. Although the market scale of semiconductor parts is not as large as that of the whole equipment, it is a typical small to large choke link. Semiconductor equipment is composed of thousands of spare parts. Its material, structure, process, quality and accuracy directly determine the reliability and stability of the equipment. According to the main materials and functions, semiconductor parts can be divided into 12 categories, including silicon/silicon carbide parts, quartz parts, ceramic parts, metal parts, graphite parts, plastic parts, vacuum parts, seals, filter parts, moving parts, electric control parts and other parts. The major categories of parts also include several subdivided products. For example, vacuum parts include vacuum gauges (measuring process vacuum), vacuum pressure gauges, gas flow meters (MFC), vacuum valves, vacuum pumps and other key parts. From the perspective of the global market pattern, the semiconductor parts industry is highly concentrated in the United States and Japan. China's semiconductor core components are highly dependent on imports, but the trend of localization has taken shape, including the semiconductor quartz industry. 1.2 Development trend of semiconductor quartz industry Quartz is a mineral composed of silicon dioxide. Its chemical formula is SiO2. Amorphous quartz with a silicon dioxide content of more than 99.5% is called quartz glass. Its hardness can reach Mohs grade 7. It has good heat resistance, corrosion resistance, light transmission, electrical insulation and chemical stability. The application of quartz glass has a history of more than 170 years. In the 1950s, with the development of semiconductor technology and new electric light sources, quartz glass developed rapidly. Due to its unique optical, mechanical and thermal properties, quartz is widely used in high-end industrial fields such as aerospace, semiconductor, nuclear laser, etc. In the semiconductor industry, quartz glass is widely used, and high-purity quartz products are important consumables in wafer production. High purity quartz glass products must be used for the crucible, crystal boat, diffusion furnace core tube and other quartz components for the production of single crystal silicon. The main target market applications of quartz components in the semiconductor field are wafer foundry diffusion and etching processes, which are divided into original and replacement needs. Quartz components used in etching process mainly include quartz ring, quartz shield, etc; Quartz components used in diffusion process mainly include Shi Yingzhou, quartz furnace tube, quartz baffle, casing and other target application equipment, including etching equipment, furnace tube equipment, epitaxial equipment (EPI), rapid heat treatment equipment (RTP), etc. The domestic quartz industry started in the 1990s, and has grown up to now. During this period, it has been developing continuously, and now it has a scale of billions of yuan. In recent years, the production line of the global wafer foundry has expanded, and the demand for equipment has expanded, which has further transmitted to the upstream quartz product supply side, and the original packaging market capacity of quartz products has also increased. With the increase of capacity utilization rate and material loss, the demand for consumables has increased, and the replacement market for quartz products has risen steadily. The outlook of the industrial chain continues, the domestic market superimposes the national strategic requirements of the independent and controllable industrial chain, and the golden time for semiconductor quartz products has come. The upstream quartz sand suppliers, the midstream quartz product manufacturers, and the downstream applications will benefit greatly. 1.3 The current domestic semiconductor quartz market is underdeveloped 1) The supply of raw material quartz sand is highly monopolized According to the market situation, domestic high-purity quartz sand is highly monopolized. In the upstream quartz sand industry, the production of high-purity quartz sand is closely related to high-quality ore sources. It is difficult to purify low-quality ore sources. It is necessary to explore high-quality ore sources or achieve a breakthrough in the purification process. 2) Low localization rate of quartz products At present, the mainstream suppliers of domestic quartz products are mostly foreign-funded enterprises, occupying the main share of the domestic semiconductor high-end quartz market. There is still a certain gap between the processing capacity of domestic quartz products and the international leading level, which is mainly reflected in the low level of material purity, unstable product quality, and the lack of independent production technology for advanced products. 3) It is difficult to enter the equipment manufacturer certification link Due to the high customization required by equipment manufacturers, quartz products are highly customer oriented industries. The most important thing to enter the original quartz product market is to obtain the certification of the equipment manufacturer. Similar to wafer production, quartz products highly emphasize the precision and stability of products, and a drop in the bucket will cause significant losses. Therefore, if quartz product manufacturers want to enter into the supply chain of equipment manufacturers, they must first pass the verification barrier of equipment manufacturers, which is a great challenge to the technological level and management level of quartz product manufacturers. 4) Low profit margin of domestic quartz products The verification of semiconductor quartz products is difficult, so most of the products of domestic quartz product manufacturers are used in the photovoltaic field, and the proportion of high-end products used in semiconductor manufacturing is low. Compared with semiconductor quartz products, photovoltaic quartz products have low added value, which also leads to the overall profit margin of domestic quartz products being lower than that of overseas markets. Market scale of semiconductor quartz 2.1 Overall market From the perspective of the overall market, the global quartz glass market size exceeded 20 billion yuan in 2017, and reached 26 billion yuan by 2021. The global quartz glass market has increased by 14% in five years. According to relevant estimates, for every US $100 million of electronic information products produced, an average of US $500,000 worth of quartz glass needs to be consumed. According to this calculation, with the growth of electronic information products in the future, the market size of quartz glass will exceed 30 billion yuan in the next five years. Data source: Xinmou Research The excellent comprehensive properties of quartz glass make it difficult to replace other materials. High purity quartz glass has higher technology content and higher added value. Such quartz products are more widely used in high-tech fields such as semiconductor, optical communication, aerospace and new electric light sources. Quartz products can be divided into two categories: semiconductor quartz products and non semiconductor quartz products. Among them, semiconductor is the largest quartz product market, accounting for more than 50% and its proportion is increasing year by year. According to the data in 2021, semiconductor quartz products account for 68% of the total quartz market. Non semiconductor quartz products accounted for 32%. Data source: Xinmou Research According to the historical proportion of semiconductor quartz products, the global market size of semiconductor quartz products will remain between 14 billion yuan and 20 billion yuan from 2017 to 2021. Data source: Xinmou Research 2.2 Market Segmentation of Domestic Semiconductor Quartz Products Quartz products are the key consumables in semiconductor technology. Quartz glass products used in semiconductors have high purity, pollution-free, high temperature resistance and other excellent characteristics, and their applications run through all aspects of the semiconductor industry chain. In general, quartz products can be used in diffusion, oxidation, deposition, photolithography, etching, cleaning and other key processes. From the perspective of product structure, semiconductor quartz devices, semiconductor quartz substrates, and semiconductor quartz glass (including crucibles) are the main products of quartz products in the semiconductor field. The global market size of the three types of products is roughly 4/3 of the proportion. Specifically, quartz crucibles and quartz devices are required for single crystal growth. A large number of auxiliary material quartz products, such as quartz flakes, quartz rings, quartz boats and other high-purity quartz products, are required in wafer processing, etching, diffusion, oxidation, annealing and other steps. Major suppliers of quartz products in the semiconductor field in China The manufacturing process of quartz products is very complicated. First, quartz sand is used as raw material to produce quartz ingot by gas refining and melting, and then, after thermal modification and cold processing, quartz tube, quartz plate and other materials and products are made. According to the process or processing technology, the manufacture of quartz products can be divided into fire processing and machining. The fire processing uses hydrogen and oxygen as the fuel, and requires quartz technicians to manually operate, blow and weld the products, or rely on a rotating glass lathe for secondary shaping, forming, polishing and other operations. At present, domestic manufacturers mainly use flame processing in photovoltaic and other fields, with low profits. Machining depends on the combination of different machines to complete the molding and polishing of quartz products, which is less dependent on manpower. Machining is mainly used to produce large-scale consumable products, or products with high added value and high gross profit that have a large number of etching layers and high requirements for product consistency and stability, are mostly used in the field of high-precision semiconductor equipment. With the rapid development of the domestic semiconductor industry, the demand for machining quartz products will grow rapidly. 3.1 Main manufacturers and technical capabilities The domestic quartz manufacturing market is dominated by fire processing, and the machining industry is gradually rising. Typical domestic fire processing enterprises include: Shenyang Helis Xinyue, Shenyang Hanke, Philips Shichuang, Beijing CapitaLand and Shanghai Qianghua, etc; Typical machining enterprises include Hangzhou Dahe Thermomagnetic, Hangzhou Taigunuo and Ningbo Yunde Semiconductor. 1. Shenyang Heli Shinyue Founded in 1988, Shenyang Helis Shinyue is a modern quartz product processing enterprise jointly built by Helis Quartz Group of Germany and Shinyue Quartz Co., Ltd. of Japan. It is a production and manufacturing base with large scale and advanced technology to produce quartz products in China. Although it has the material and technical advantages of the parent company of the joint venture, Heraeus Xinyue mainly focuses on fire processing products, and its machining capacity is weak. 2. Shenyang Hanke Shenyang Hanke is a semiconductor material company jointly invested by Singapore Hanmin and UK YE. It was founded in 2006. It mainly develops and produces quartz products required for semiconductor 6 inch and 8 inch wafers and a complete set of quartz glass devices used for solar cells. Shenyang Hanke has a relatively complete production line, rich processing experience, and both fire processing and machining production lines are involved, but the scale of the machining market is far less than fire processing. 3. Feilihua Shichuang Founded in 2001, Feilihua Shichuang provides precision processing services for quartz glass products of various specifications based on fire processing technology. Its products are oriented to semiconductor, optical, optical communication, photovoltaic, LED and other application industries. Semiconductor etching series products include shielding ring, quartz bell housing, insulating ring and wafer carrier ring. 4. Beijing CapitaLand Beijing CapitaLand was founded in 1997 and listed on the Beijing Stock Exchange in 2022. It has mature flame processing technology, which is widely used in photovoltaic solar industry, semiconductor chip field and other fields. Customers involved in well-known domestic semiconductor enterprises provide fire processing products for them, but have not set foot in the field of machining. 5. Shanghai Qianghua Industry Shanghai Qianghua Industry, founded in 1999, is mainly engaged in the processing of high-purity quartz glass products in semiconductor, photovoltaic and optical fiber industries. Shanghai Qianghua is mainly engaged in fire processing products, involving a small number of machining products. Its products mainly include oversized quartz glass diffusion tubes, quartz boat quartz carriers (boat frames, boat cars), quartz furnace doors, uniform flow plates, source bottles, waste liquid bottles, quartz tubes, etc. 6. Hangzhou Dahe Thermomagnetic Hangzhou Dahe Thermomagnetic Electronics, founded in 1992, is a wholly-owned subsidiary invested by Japan Magnetic Fluid Technology Co., Ltd. in China. Hangzhou Dahe is mainly engaged in the R&D, production and sales of magnetic fluid, thermoelectric semiconductor cooling materials and devices, precision quartz, ceramic components, precision vacuum parts, solar power generation materials and other application products. Hangzhou Dahe is the largest enterprise in the domestic market. With a wide range of products and rich experience in processing, it has entered a stable growth period. 7. Hangzhou Taigu Nuo Hangzhou Taigunuo, founded in 2002, is a Japanese owned enterprise, mainly producing quartz clamps, silicon products, silicon carbide, aluminum oxide and other ceramic products for semiconductor, solar cell, liquid crystal, light-emitting diode, physical and chemical machinery and other manufacturing devices. Hangzhou Taigu Nuo has rich processing experience, and its fire processing and machining production lines are fully covered, and its performance continues to grow steadily. 8. Ningbo Yunde Semiconductor Ningbo Yunde Semiconductor, founded in 2018, is a domestic enterprise with the largest machining scale in China. It is mainly engaged in the research and development, production and sales of special semiconductor materials. It has more than 100 processing machines. At present, the quartz products produced are semiconductor grade. Since its establishment four years ago, Yunde has grown rapidly, and its revenue will double in 2021. Now, we have synchronously set foot in the production of semiconductor high-end fire processed products. The products have entered the supply chain of many well-known semiconductor equipment companies. Our customers have a good reputation. We are one of the few domestic funded manufacturers with large-scale quartz machining and high-end fire processing capabilities, and have great potential in the field of semiconductor key parts. The scale and ranking of domestic quartz products enterprises in 2021 are shown in the figure below. This ranking only counts the top ten domestic quartz products enterprises. Data source: Xinmou Research In the above ranking list, foreign-funded enterprises occupy the top four, Hangzhou Dahe Thermomagnetic, Hangzhou Taigu Nuo, Shenyang Helis Xinyue and Shenyang Hanke occupy the top four, and their revenue scale is also higher than that of domestic enterprises; In terms of domestic enterprises, Philips Shichuang, Beijing CapitaLand and Ningbo Yunde occupy the middle three places with high performance, followed by Suzhou Futong, Donghai Aobo and Shanghai Qianghua. At present, most domestic manufacturers focus on fire processing, and few enterprises are involved in machining. Compared with fire processing, it depends more on the number and experience of quartz technicians, and requires less manpower for machining. It requires higher quality, scale, and technology of the machine. In terms of processing products, machining products are often used to process high value-added quartz products with high consumption and high consistency requirements, and also can be used to process semiconductor parts and materials such as silicon base and ceramics, with a wider market expansion space. Data source: Xinmou Research The figure above shows the distribution of domestic quartz product machining market in 2021. Hangzhou Dahe Thermomagnetic takes the first place with a market scale of 60.87%; Ningbo Yunde ranks third with 10.43% market share, and is the largest domestic enterprise in the domestic machining market. 3.2 Customer relationship of major manufacturers The above figure shows the relationship between the main domestic quartz product suppliers and the original equipment manufacturers and several major domestic manufacturing plants. Generally speaking, quartz products are used together with semiconductor equipment. Due to different manufacturers and different models of equipment, quartz products have certain customization characteristics. In addition, as a high consumable product in wafer manufacturing, quartz products require high consistency and stability. This also leads to strict product verification before the equipment manufacturer places an order. The customized supply of quartz products to equipment manufacturers is called the original packaging market of quartz products. At present, the global semiconductor equipment manufacturers are highly concentrated, which also leads to that only a few quartz product manufacturers can obtain the certification of equipment manufacturers. With the gradual rise of several domestic equipment manufacturers, such as Beifang Huachuang and Zhongwei Semiconductor, domestic quartz product manufacturers are strengthening cooperation with them. Semiconductor manufacturing equipment has entered the wafer production line. During the manufacturing process, quartz products will be an important consumable due to wear, corrosion, dry cracks and other problems, and the replacement market of quartz products will be born accordingly. In the replacement market, wafer manufacturers often choose equipment manufacturers to cooperate with recommended quartz product enterprises. Because their products have been verified to be stable, but they also choose non certified quartz product manufacturers, they are called "pirate products" in the industry. Development Trend of Domestic Quartz Products Industry 4.1 Growth point of domestic quartz product industry The increase in demand for semiconductor equipment has stimulated the growth of the quartz product market. The global chip production capacity is in short supply, and the wafer foundry industry has entered a new round of factory building and production expansion cycle, during which the demand for semiconductor equipment procurement has soared. Xinmou Research predicts that global semiconductor equipment procurement will reach 90.7 billion US dollars by 2021 and 101.3 billion US dollars by 2023, an increase of 11.7%. As a kind of consumable in semiconductor equipment, the market demand for quartz products is expected to grow significantly. With continuous technological breakthroughs in the field of semiconductor equipment, the scale of the global semiconductor equipment market continues to grow, and Chinese Mainland has become the world's second largest semiconductor equipment market. Xinmou Research estimates that the domestic procurement of semiconductor equipment will reach 25.1 billion US dollars in 2021, and the total domestic procurement of semiconductor equipment will continue to exceed 10 billion US dollars in the next few years. Under the demand of localization, the domestic semiconductor equipment industry will usher in prosperity and drive the development of the domestic quartz product market. At present, the quartz products produced by domestic manufacturers are still relatively backward. Due to the technical monopoly of foreign manufacturers, China's high-end quartz products mainly rely on imports, with a low degree of localization. Domestic manufacturers need to pay attention to the development of quartz products. 4.2 Development and change of quartz product market Quartz products are consumables in semiconductor production lines, and with the increase of wafer size and etching times, the use of types and quantities of quartz products in semiconductor production lines increases accordingly. As a key consumable in semiconductor process, quartz products need to be certified by upstream manufacturers before they can enter the other party's supply chain procurement directory. The certification path mainly includes wafer factory independent certification and equipment original factory certification and authorization. Overseas or domestic foreign-funded enterprises have won the certification of TEL and other international manufacturers due to their early start, long development history and advanced technology. However, Chinese enterprises started late as a whole, and it will take time to get through the upstream and downstream industrial cooperation. Most quartz products enterprises are still in the certification stage. Quartz products market is dominated by product scale. At present, compared with well-known foreign manufacturers of quartz products, the domestic company is still small in scale and weak in financial strength, so it needs financial support to expand its production capacity. In the future, the market scale of machined quartz products will be larger. The consumption rate of consumables made by machining is much faster than that of fire machining, and machining has more advantages in cost and production efficiency. However, due to the challenges in machining technology, only a few domestic manufacturers, such as Hangzhou Dahe Thermomagnetic Electronics, Hangzhou Taigunuo and Ningbo Yunde Semiconductor, have organic processing capabilities. It is a key point for domestic quartz product manufacturers to develop towards machining. Equipment is the core productivity of machining, and the number of machining equipment is one of the important data to measure the strength of quartz product manufacturers. According to the research of Xinmou, Ningbo Yunde Semiconductor has more than 100 sets of machining equipment, which is expected to exceed 200 this year. It is the manufacturer with the largest number of machining equipment in the field of domestic quartz products. Fire processing quartz products need to move towards middle and high end, with the focus on fire processing technology. The domestic fire processed quartz products are mainly used in the photovoltaic field. The precision of quartz products required by the semiconductor industry is higher, which is different from the photovoltaic field in terms of processing technology. At present, most of the domestic quartz products processed by fire are low-end products. The only way for domestic quartz product manufacturers to seize the market is to develop advanced fire processing technology, turn to high-end products with higher profits, and expand the market scale. Philips Shichuang, Beijing CapitaLand and Ningbo Yunde have plans to increase investment in this direction. 4.3 How domestic quartz product manufacturers respond to industrial development 1) Aiming at the pain point in the field of quartz products: as an important consumable semiconductor equipment component, the market scale is one of the keys to seize the market. 2) Layout of machining market: the market scale of machining quartz products is larger than that of fire processing. Domestic manufacturers of quartz products should promote the development of machining technology of quartz products. 3) Multipoint layout: Fire processing quartz products are still another major market in the semiconductor equipment industry, especially in the high-end field of fire processing. China still needs to continue to explore. 4) Break through the certification problems: in the production process, maintain the yield and consistency, maintain stable process management, and ensure the product quality of quartz products; Improve the company's management ability and form a stable supply state; Domestic quartz product manufacturers need to establish cooperation with wafer manufacturers and equipment manufacturers to achieve scale effect. 5) Recognize potential risks and establish strategic cooperation with customers: Due to the Sino US relationship, there are certain potential risks in the supply chain stability of upstream and downstream manufacturers of quartz products. It is necessary to establish a strategic cooperation relationship with the large-scale OEM and the original equipment manufacturer, track and cooperate with the customer's needs, and provide the combination plan at the first time to solve the customer's problems. 6) Actively expand domestic cooperation manufacturers: establish cooperation with domestic semiconductor cleaning, etching, furnace tube and other equipment manufacturers, support the research and development needs of domestic emerging semiconductor equipment manufacturers, and establish in-depth cooperation. |