Chapter 900: Explosion of production capacity!
Zhang Haiping said to Yang Jie: "Now Eagle Sauce wants to block the domestic semiconductor and display industry, and force Neon Country to control some key materials, do you have any countermeasures?"
This time, in order to block the rabbit's domestic semiconductor and display industry, Eagle Sauce has imposed domestic export controls on rabbits from various materials such as polyimide, hydrogen fluoride and photoresist.
Neon country has maintained a leading position in the new display industry for decades and ten years, and is the first country in the world to realize the industrialization of liquid crystal displays.
In the field of materials, almost half of the market share of display glass substrates is occupied by Asahi Glass and Electric Glass, and Hitachi Metals, an invar alloy material upstream of metal masks, is very strong, and Idemitsu Kosan has a large share of the blue fluorescent material market.
In terms of equipment, Neon State enterprises also have strong strength in the field of exposure machines and evaporation machines.
In this time, high-purity hydrogen fluoride is used to etch silicon wafers in integrated circuits, and photoresists, which are photoresists, are also used in integrated circuits and chip manufacturing, and the structure of circuits can be transferred to semiconductor substrates.
A large part of the purchase of these materials by domestic wafer factories comes from Neon Country, and Eagle Sauce has also hit the key point of the domestic display industry's dependence on imports of raw materials.
In addition to hydrogen fluoride and photoresist and other materials, polyimide resin is a kind of engineering plastic with high modulus, high strength, low water absorption, hydrolysis resistance, radiation resistance, excellent insulation and thermal oxidation stability, which has a wide range of applications in aerospace, electrical insulation, atomic energy industry, satellites, nuclear submarines, microelectronics and other precision machinery.
The domestic output of this aerospace-grade high-performance fiber material, which is called "golden silk" by foreign chemical fiber experts, is less than 3,000 tons at this stage, and it needs to be imported in large quantities from Eagle Sauce, Neon Country and Europe.
The total global output of this material is now 60,000 tons, and the Eagle Sauce, Europe, and Neon Country regions are basically for their own use, and the rest is exported to China, accounting for more than 90% of the market share.
Especially after the outbreak of automobiles, especially the electronics industry in China, the demand for this material has also skyrocketed, resulting in the continuous price increase of many varieties of this material.
Prior to this, there were very few domestic manufacturers of this material, except for the polyimide film with homophthalic anhydride as raw material, the output of other kinds of polyimide was less than 10 tons, only one thousandth of the eagle sauce, and the price was expensive, accounting for less than 10% of the market share.
At present, there are about 50 polyimide film manufacturers of different sizes in China, of which about 80% use casting process, casting method and impregnation process are relatively mature, of which the impregnation method is gradually being eliminated due to the poor insulation performance of the product.
The spraying method, extrusion method and deposition method with high technical difficulty are mainly mastered by advanced enterprises in neon country, and almost all polyimide film manufacturers in developed countries have completed the transition from hot iminylation to chemical imine technology and equipment.
For example, the traditional low-end electrical-grade insulating film has basically met the domestic demand, the price of this material is basically about 300 to 400 yuan a kilogram, but the price of electronic grade polyimide insulating base film has reached more than 1000 yuan per kilogram, the price of rail transit film with higher technical difficulty is more than 2000 yuan per kilogram, and the price of polyimide film for microelectronic packaging and aerospace is as high as 3000 yuan per kilogram, and has now risen to more than 5000 yuan.
More than 60% of domestic electronic grade polyimide films rely on imports, and higher grades of films are only produced by Huaxing Semiconductor Materials Company at this stage.
Huaxing Group entered the field of polyimide this material from the neon country photoresist technical data and equipment, these years the main focus on polyimide photoresist and electronic packaging materials, mainly to meet their own needs and technology research and development, and not large-scale supply, this is mainly because many technical patents from neon country, many technical patents have not expired.
Although Huaxing Semiconductor Materials Company has also applied for a lot of technical patents in recent years, some basic patented technologies are still in the hands of Neon State, and large-scale supply to other domestic enterprises will definitely have to fight lawsuits with these material suppliers in Neon Country.
However, there is no problem with the internal use of this material by Huaxing Group, and the technical level is similar to that of large material manufacturers such as Eagle Sauce and Neon Country.
Relying on the cultivation of its own industrial chain, Huaxing Semiconductor Materials Co., Ltd. has mastered the technology and preparation process of this organic polymer material with the best comprehensive performance.
This material is widely used in aviation, aerospace, microelectronics, nano, liquid crystal, separation film, laser and other fields, and its specific uses include engineering plastics, fibers, films, advanced composite materials, foam plastics, adhesives, separation films, and dozens of orientation agents for liquid crystal displays.
How could Yang Jie let go of the research and development of this material!
Moreover, this material can be modified to prepare fluorinated polyimide, a transparent material with more than 99% light transmission, which is the key technology for manufacturing flexible screens, and with such a carrier, thin film transistors and light-emitting materials can be processed on it.
Yang Jie naturally had to lay out this material early.
Eagle sauce wants to kill on these materials, just a few months have passed, the price of these materials in China has also skyrocketed, and it has also caused panic among many domestic enterprises, many companies are looking for Huaxing Semiconductor Materials Company to ask for supplies to them.
Yang Jie said with a smile: "Before we developed these materials are mainly used within the company, mainly some technical patents are in the hands of these material suppliers in the neon country, we are not good at supplying to other domestic enterprises, and now the price of these materials in China has risen too outrageously, I have asked the following semiconductor materials companies to begin to expand the scale of production, and strive to make the materials controlled by Eagle Sauce in the second half of next year to replace the demand for imports." ”
Huaxing Semiconductor Materials Co., Ltd. has mastered the advanced technology and preparation process of these materials, and it is very easy to explode production capacity.
"These eagle sauce and neon domestic companies take advantage of this opportunity to continue to raise prices, it is simply too deceitful, really when we are soft persimmons, we can pinch how we want!"
Yang Jie sneered: "When the production capacity of these materials rises, I want these foreign companies to cry and have no place to cry!"