演讲人湖南兴晟新材料科技有限公司总经理邓军旺，毕业于中南大学粉末冶金研究院，材料学博士，高级工程 师，中南大学校外硕士生导师。主要从事碳基材料，粉末冶金新技术，新工艺研究。发表论文近20篇，拥有专利 30余项，荣获省部级科技奖励10余项。入选长沙市高层次人才，湖南省121人才。 点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 在本文中，将会对碳化硅的产业背景、半导体及对SiC/TaC涂层材料的要求、SiC/TaC涂层材料现状以及湖南兴 晟新材料科技有限公司创新团队开展相关工作做一个详细介绍。 目前来看，半导体分为第一代、第二代和第三代，这三代半导体材料在各个领域发挥各自的作用。硅基半导体作 为第一代半导体占比较高，是目前应用最广泛的材料之一。为了满足更高的要求，第二代半导体也在发挥作用。 第三代半导体目前也备受关注，其中碳化硅和氮化镓近年来成为国内乃至全球投资热门的细分领域。 这些半导体在国民经济中应用广泛，涉及航天航空、潜艇、武器装备、载人飞船等领域，与我们的生活息息相 关。在智能AI等产业发展的带动下，半导体产业越发蓬勃。 国家统计局统计的 ...

Core Viewpoint - The article discusses the development trends and challenges in the new materials industry in China, highlighting the importance of innovation and strategic focus in various sectors such as energy, transportation, and healthcare [4][38]. Group 1: Historical Progress and Current Status - From 2000 to 2020, China has made significant advancements in new materials, particularly in the chemical sector [4][19]. - The global new materials market has expanded from over $400 billion in 2010 to nearly $2.15 trillion by 2016, with an average annual growth rate exceeding 10% [14]. - The period from 2015 to 2020 saw notable developments in chemical new materials, indicating a robust growth trajectory [19]. Group 2: Future Trends and Hotspots - The period from 2020 to 2025 is expected to focus on several key areas, including lightweight automotive materials, new energy technologies, and advanced information technology [38][40]. - Emerging technologies such as material gene engineering, third-generation semiconductor materials, and 3D printing are predicted to be pivotal in the new materials landscape [51]. Group 3: Bottlenecks and Challenges - The new materials industry faces challenges such as resource efficiency, environmental sustainability, and the need for innovation in production processes [17][38]. - There is a growing concern regarding the monopolization of high-end materials by major multinational corporations, which could hinder competition and innovation in the sector [15]. Group 4: Strategic Considerations - Companies are increasingly focusing on core business advantages and adapting their value creation strategies in response to competitive pressures [57]. - The emphasis on green, intelligent, and sustainable development is becoming a strategic priority for the new materials industry [40].

High-Growth Sector: Focus on AI Industry Trends in AI & Electronic Materials - The overall revenue and net profit of the high-growth sector are expected to grow by +1.4% and +29.6% year-on-year in 2024 [2] - Advanced packaging materials are projected to see significant revenue and profit improvements in 2024, with increases of +28.3% and +31.0% respectively [2] - The demand for electronic-grade PPO resin is expected to rise significantly, with global demand projected to increase from 1,863 tons in 2023 to 5,821 tons by 2025 [2] - The synthetic biology sector is expected to experience substantial growth driven by policy support, with revenue and profit growth rates of +39.5% and +92.7% in 2024 [3] Performance Realization Sector: Market Dynamics Favoring Leaders - The semiconductor quartz glass materials sector is facing a decline, with revenue and profit expected to drop by -76.5% and -132.2% in 2024 [4] - Carbon fiber and composite materials are at the bottom of the cycle, but profits are beginning to recover, with a projected revenue decline of -18.9% in 2024 followed by a +10.7% increase in Q1 2025 [4] - The nylon industry is expected to see a recovery in demand, with revenue and profit growth of +13.4% and +27.8% in 2024 [4] Emerging Blue Ocean Sector: Focus on Solid-State Battery Materials and PEEK Materials - The solid-state battery materials sector is gaining traction, with significant advancements expected in 2025, particularly in new applications within the low-altitude economy [9] - PEEK materials are anticipated to meet new demands driven by trends in humanoid robots and electric vehicles, particularly in lightweight and high-pressure applications [9]

Core Viewpoint - The article discusses the rapid growth of China's demand for high-end photomasks and the challenges faced in technology development, production capacity, and industry integration, highlighting the market opportunities and future prospects for the photomask and photoresist industries in China [3]. Group 1: Industry Overview - The global semiconductor photomask market grew from $4.04 billion in 2018 to $4.9 billion in 2022, with a compound annual growth rate (CAGR) of 4.9%. It is expected to reach approximately $5.5 billion by 2025 [3]. - By 2025, it is anticipated that the third-party photomask market in China will account for about 70% of the total market, with projections indicating that the Chinese photomask market could reach 12 billion yuan by 2030 [3]. Group 2: Domestic Market Dynamics - Major global players in the photomask market include Photronics, Toppan, and DNP, which collectively hold over 80% market share. In China, local companies such as Luvi Optoelectronics, Qingyi Optoelectronics, and Guanshi Technology are enhancing their competitiveness and making progress in domestic substitution [3]. - The market size for semiconductor photoresists in China is projected to be 3.96 billion yuan in 2023, with domestic sales revenue at 1.01 billion yuan. It is expected to grow to 1.31 billion yuan in 2024 [3]. Group 3: Technological Advancements - Domestic manufacturers are accelerating research and development in the ArF photoresist sector, achieving significant breakthroughs. Leading companies in this field include Shanghai Xinyang, Nanda Optoelectronics, and Rongda Photosensitive [3][6].

Core Viewpoint - The article discusses the transformative phases of the new energy vehicle (NEV) industry, focusing on three main areas: power electrification, vehicle intelligence, and energy decarbonization, highlighting the expected growth and technological advancements in these sectors. Group 1: Power Electrification - The power electrification phase is characterized by the emergence of electric vehicles (EVs), with significant milestones such as the establishment of a "pure electric drive" strategy in 2010 and the surpassing of 1 million units sold in 2018 [3] - In 2021, EV sales reached 3.52 million units, marking a significant breakthrough in the electrification of passenger vehicles [3] - Projections indicate that by 2025, EV sales will exceed 15 million units annually, with a stable growth period expected thereafter, potentially reaching 100 to 160 million vehicles by 2030 [3] Group 2: Solid-State Battery Development - The solid-state battery sector is seeing collaborative innovation, with the establishment of the China All-Solid-State Battery Collaborative Innovation Platform in January 2024, involving various stakeholders including academicians and leading enterprises [5][6] - The focus is shifting towards sulfide solid electrolytes, with numerous companies investing in research and development to establish mass production capabilities by 2027-2028 [9] - Key players are expected to achieve significant production milestones, such as Idemitsu's plan for a 100-ton annual production line by 2027-2028 and AGC's anticipated mass production of sulfide solid electrolytes by 2027 [9] Group 3: Vehicle Intelligence - The vehicle intelligence phase is projected to explode in 2025, driven by advancements in AI and intelligent driving technologies, with expectations for L4-level fully autonomous vehicles to be commercially viable by 2030 [20] - The integration of AI in vehicle systems is expected to enhance the entire lifecycle of NEVs, from design and manufacturing to usage and recycling [21][29] Group 4: Energy Decarbonization - The energy decarbonization phase is set to gain momentum with the implementation of China's dual carbon strategy, aiming for a significant increase in renewable energy sources by 2030, including a target for non-fossil energy to account for over 50% of total power generation [37] - By 2035, it is anticipated that green electricity will become the primary power source for charging, with the number of electric vehicles reaching between 200 to 300 million [37][42] Group 5: Future Industry Outlook - The NEV industry is expected to evolve into a multi-trillion-dollar sector, with projections indicating that the total annual sales of NEVs could approach 30 million units by 2035, supported by advancements in battery technology and energy systems [54] - The integration of various energy systems, including vehicle-to-grid (V2G) technologies, is anticipated to revolutionize energy consumption and management in urban environments [51][53]

Core Viewpoint - The article discusses the significance and applications of hot stamping technology in the automotive industry, particularly focusing on its benefits for vehicle weight reduction, energy efficiency, and safety enhancements. Group 1: Significance of Hot Stamping - Hot stamping technology is beneficial for the automotive sector as it promotes energy savings by reducing vehicle weight, which in turn lowers fuel consumption and CO2 emissions [4][5][6] - The technology also contributes positively to manufacturing processes by allowing for complex part shapes and reducing material waste [5][6] Group 2: Applications of Hot Stamping - The article highlights the use of hot stamping in various vehicle components, including the A-pillar and B-pillar, which utilize high-strength steel to enhance safety and reduce weight [11][18][20] - Specific examples include the integration of multiple components into a single part through hot stamping, resulting in significant weight savings, such as a reduction of 0.9 kg for the A-pillar and 2.8 kg for the B-pillar [17][18] Group 3: Future Outlook - The article anticipates further advancements in hot stamping technology, including the development of new materials and processes that will enhance the performance and safety of vehicles while continuing to reduce weight [34][36]

Core Viewpoint - The article discusses the rapid development and increasing production capacity of bio-based materials globally, driven by the need to address climate change and reduce plastic pollution. Major chemical companies are investing in this sector, with significant growth expected in bio-based plastics and chemicals over the next few years [9][10]. Global Bio-based Plastics Production Capacity - Global bio-based plastics production capacity is projected to increase from 2.22 million tons in 2022 to 6.3 million tons by 2027, with an annual growth rate of 23% [9]. - The current domestic production capacity of bio-based materials in China is approximately 11 million tons, with an output of around 7 million tons and a market value exceeding 150 billion yuan [9]. Development Trends in Bio-based Materials - Countries like the US, EU, Japan, and China have implemented policies to promote the development of bio-based materials and bio-economy [10]. - The industry is focusing on expanding the variety of bio-based materials, shifting from food-based to non-food biomass as raw materials, and enhancing recycling efficiency [13]. Key Areas of Bio-based Chemicals - Bio-based chemicals include organic acids, amino acids, and platform chemicals, with a wide range of applications in food, pharmaceuticals, and agriculture [12][25]. - China is the largest producer and exporter of amino acids, with significant export ratios for glutamic acid, lysine, and threonine [25]. Bio-based Fuels - Biofuels, including biodiesel and biojet fuel, are produced from various biomass sources, with biodiesel production capacity in China reaching 454,000 tons in 2023 [64][70]. - The article highlights the challenges in the biofuel sector, such as high production costs and raw material supply instability [69]. Bio-based Resins and Polymers - Bio-based resins like polylactic acid (PLA) and bio-based nylon (PA) are gaining traction, with PLA production capacity around 850,000 tons per year, primarily in China, the US, and Thailand [49][54]. - The bio-based nylon industry is rapidly developing, with significant investments and expected demand growth of around 30% over the next five years [53]. Future Outlook - The OECD predicts that over 20% of petrochemical products could be replaced by bio-based products in the next decade, with the EU forecasting that 6-12% of chemical feedstocks and 30-60% of fine chemicals will be bio-based by 2030 [13].

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 材料与文明 青铜器时代 电子材料时代 eoos 005 ■ 公元前8-9000年，新石器时代开始; ■ 公元前3000年,青铜时代开始; ■ 公元前1300-1400年,铁器时代开始。18世纪第一次工业革命 蒸汽时代;19世纪中电动机发明。第二次工业革命 电气时代; ■ 20世纪初,半导体技术开始应用,20世纪中期半导体产业开始 形成,开始了以Si等半导体材料为代表的电子材料时代。 ∞ 公众号·材料汇 半导体材料 现代社会文明的先导 现代工业的基石 ■ 1946年电子管计算机与1976年微机的指标对比: 计算机体积缩小30万倍，功耗降低了5万多倍，重量降 低了6万倍，平均故障率和价格大幅度的下降，计算机 的普及率迅速提高；集成电路的采用。 ■ 半导体器件深入到日常生活和工业生产等各个领域。 世界人均晶体管占有量本世纪初已超过1亿只。 有人把受半导体技术推动的信息时代的到采称之为第 三次工业革命的开始; ■"谁掌握了半导体技术(微电子),谁就掌握了主动 权" % 公众号·材料汇 微电子技术发展的驱动 ...

Core Viewpoint - The "2025 Future Semiconductor Industry Innovation Conference" will focus on the integration of diamond and compound semiconductors, addressing key industry challenges and exploring innovative solutions for semiconductor materials and applications [1][3][13]. Group 1: Conference Overview - The conference will be held from May 22 to 24, 2025, at the Hilton Garden Inn in Suzhou, Jiangsu [4][5]. - It aims to create a collaborative platform for academia and industry to promote the integration of diamond technology with other semiconductor technologies [13][22]. Group 2: Key Topics and Discussions - The conference will cover critical topics such as high-power device heat dissipation, substrate preparation, heterogeneous integration, and polishing technology [3][13]. - Discussions will include advancements in diamond semiconductor materials, GaN power devices, and the application of diamond in AI computing chip packaging [18][20]. Group 3: Registration and Participation - Registration fees are set at 2800 yuan per participant and 1500 yuan for students, with discounts available for group registrations [27]. - Participants will receive conference materials, meals, and access to all sessions during the event [27].

点击 最 下方"推荐"、"赞"及" 分享 "，"关注"材料汇 添加 小编微信，遇见 志同道合 的你 正文 核心观点 2、风电:欧洲海风需求高景气度,国内海风全面开工。 (a) 海风:前期滞缓项目有望于年内开工,2025年净风将迎来集中装机并网。推荐大金重工、受益标的:东方电缆、海力风电、 泰胜风能、天顺风能。 (b) 陆风：2024年为招标大年，2025年有望成为交付大年，大兆瓦零部件或迎来结构性供应短缺。同时，陆上风机中标价有望止 跌，产业链将修复利润。受益标的:金雷股份、日月股份、三一重能、金风科技、明阳智能、运达股份。 3、锂电:加工费及碳酸锂底部区间,关注有alpha的公司。 (a) 锂电主链：关注有阿尔法的锂电龙头。受益标的：宁德时代、亿纬锂能/中创新航、湖南裕能/万润新能、尚太科技/樊泰来/中 科电气、科达利、天赐材料/新宙邦等。 (b) 欧洲电动车产业链:新车型带动放量。受益标的:宁德时代、湖南裕能、中熔电气、威迈斯、富特科技、浙江荣泰、敏突集 团、铭利达等。 (c)充电桩:行业增速有所放缓,期待to G端资本开支放量。受益标的:盛弘股份、绿能慧充、通合科技、特锐德。 (a) 逆变器:出口重回增 ...