Thanks to the vigorous development of the domestic semiconductor manufacturing industry, the demand and output of domestic chips for electronic special gases have doubled, and the global demand for electronic special gases has gradually risen. Electronic special gas (referred to as electronic special gas) is a class of special gas mainly used in the field of electronic information, which is widely used in the field of integrated circuit manufacturing and semiconductor lighting. In the production process of the entire semiconductor industry, from chip production to the packaging of the final device, almost every link is inseparable from electronic special gases, and there are many varieties of gases used and high quality requirements, so electronic gases are also known as the "food" of semiconductor materials.
Relying on capital advantages and profound technology accumulation, the international oligopoly monopolizes the domestic and foreign electronic specialty gas markets. From the perspective of market share of electronic special gases, according to Techcet data, in 2020, overseas companies represented by Air Chemical Group, Linde Group, Air Liquide Group and Dayang Nippon Sanso accounted for more than 90% of the global market share, as well as more than 85% of China's market share, with a significant market oligopoly pattern, and the localization rate of electronic special gases in China was only 142%, the overall localization rate is still low. The development time of China's electronic special gas is relatively short, and it is mainly monopolized by foreign companies that entered the Chinese market in the early stage. However, the space for domestic substitution in the future is very broad.
Semiconductor precursor material is a kind of semiconductor material with a high technical threshold and a very low localization rate, which is a class of substances that carry target elements, are gaseous, volatile liquid or solid, have chemical and thermal stability, and have corresponding reactivity or physical properties, and are the core manufacturing materials of thin film deposition process.
R&D, production and sales of high-purity semiconductor materials, including electronic special gases and semiconductor precursor materials, are the leading semiconductor materials supplier - Dalian Kelid Semiconductor Materials Co., Ltd., hereinafter referred to as "Kelide"), the company's founding team has a deep understanding of the special gas industry after more than 30 years of technology accumulation. Kelide's products mainly include dozens of electronic special gases such as high-purity boron trichloride, ultra-pure ammonia, high-purity nitrous oxide, high-purity nitric oxide, high-purity propylene, high-purity acetylene, high-purity carbon dioxide, high-purity electronic mixed gases, and semiconductor precursor materials such as high-purity tetramethylsilane.
Since its establishment, Kelide has been undertaking a series of major national and provincial science and technology projects, overcoming key technologies in high-purity semiconductor materials related industries, leading the formulation of national standards for high-purity boron trichloride, propylene and other products, as well as group standards for more than 10 products such as ammonia, nitric oxide and carbon dioxide, and independently undertaking a series of projects such as major national science and technology projects and national high-tech research and development plans.
With its own outstanding technical strength and excellent product quality, Kelide has successfully developed well-known end customers in emerging fields such as integrated circuits, new displays, photovoltaics and LEDs by taking the domestic substitution of electronic special gases as an opportunity, such as: TSMC, Dalian Intel, SMIC, China Resources Micro, Yangtze River Storage, Changxin Storage, Huahong Hongli, BOE, Huaxing Optoelectronics, Huike Co., Ltd., Tianma Microelectronics, Visionox, AUO Optoelectronics, Longteng Optoelectronics, Super Vision, JA Solar, Jinko Solar, Aiko Co., Ltd., Canadian Solar, Risen Energy, HC Semitek, San'an Optoelectronics, etc.
With the development of the integrated circuit industry, there is a strong demand for semiconductor precursor materials. Electronic special gases and semiconductor precursor materials are all high-purity electronic materials for semiconductors, and they have certain similarities in safety management, production process, analysis and testing. Relying on the advanced technology, production process and analysis and testing experience accumulated in the field of electronic special gases, Kelid actively develops the technology and market layout of semiconductor precursor materials similar to electronic special gases in many aspects.
At present, after years of development, Kelide keeps up with the market demand for high-purity semiconductor materials and carries out product and technological innovation in a timely manner, with continuous enrichment of products and continuous improvement of technical level, and has become one of the main domestic manufacturers in the domestic electronic special gas industry. At the same time, Kelid is actively laying out the industrialization process of semiconductor precursor materials such as high-purity tetramethylsilane and high-purity trimethyl aluminum, and realizing the delivery of high-purity tetramethylsilane. The R&D project of semiconductor precursor materials is the first batch of scientific and technological research projects in Liaoning Province and Dalian City, and the future of Collid will be promising.