Core Viewpoint - The demand for advanced packaging continues to grow, driven primarily by AI-related applications [3][30]. Group 1: Advanced Packaging Demand - The advanced packaging market is expected to grow from $39 billion in 2023 to $80 billion by 2029, with a compound annual growth rate (CAGR) of 12.7% [12]. - The 2.5D/3D packaging segment is projected to grow at a CAGR of 20.9% over the next five years, becoming a key driver for market expansion [12]. - Advanced packaging shipments are anticipated to rise from 70.9 billion units in 2023 to 97.6 billion units by 2029, with a CAGR of 5.5% [15]. Group 2: Technology and Equipment - Four main advanced packaging technologies—FC, WLP, 2.5D, and 3D—are facilitating the evolution of packaging technology [5][7]. - The global advanced packaging equipment market is expected to reach $3.1 billion in 2024, marking a historical high [5]. - The demand for etching, thin film deposition, and plating equipment is rapidly increasing due to advancements in packaging technology [5]. Group 3: Market Dynamics - The semiconductor industry is experiencing a downturn in 2023, impacting the advanced packaging market, which saw a year-on-year decline of 3.5% [12]. - The recovery in specific end markets and the ongoing application of advanced packaging technology are expected to sustain healthy growth in the coming years [15]. - AI applications are driving long-term growth in semiconductor revenues, with the AI-related semiconductor market projected to grow at a CAGR of 28.9% from 2024 to 2033 [27]. Group 4: Investment Opportunities - Companies such as ASMPT, North Huachuang, and Zhongwei Company are recommended for investment due to their breakthroughs in niche areas of the domestic equipment market [5]. - Major packaging projects are underway or planned, with total investments amounting to approximately $100 billion [29].

Core Viewpoint - The PEEK industry is experiencing rapid growth due to its superior properties compared to metals and conventional plastics, making it a key material in robotics and various high-end applications [2][3]. Industry Overview - PEEK (Polyether Ether Ketone) is a type of high-performance engineering plastic with superior mechanical, thermal, and chemical properties, making it suitable for demanding applications [6][11]. - PEEK is classified as a special engineering plastic, with its performance and added value being the highest among plastics [6]. Market Status - The global PEEK market is projected to grow significantly, with China's consumption expected to increase from 2,480 tons in 2022 to 5,079 tons by 2027, reflecting a CAGR of 15.42% [33][35]. - In 2022, the Chinese PEEK market was valued at approximately 1.496 billion yuan, with the electronic information sector being the largest consumer [51]. Process Route Comparison - PEEK can be synthesized through two main routes: nucleophilic substitution and electrophilic substitution, with the former yielding higher purity but at a higher cost [39][45]. - The nucleophilic substitution route is the primary industrial method, utilizing fluoroketone as a key raw material, which constitutes about 50% of the production cost [40][48]. Supply and Demand Structure - The demand for PEEK is broad, with applications in aerospace, automotive, and medical fields, driven by its excellent properties such as high strength and temperature resistance [51]. - The supply side is characterized by a few dominant players, with Victrex being the largest global producer, followed by Syensqo and Evonik [25][29][31]. Industry Chain Analysis - The PEEK industry chain includes raw material procurement, polymerization, processing, and forming, with significant investment required for high-purity production [18][22]. - The production process involves multiple steps, including polymerization, cooling, and various processing techniques to achieve the desired product forms [18][26]. Related Companies - Victrex is the largest PEEK producer globally, with a production capacity of 8,000 tons per year expected by 2024 [25]. - Syensqo, the second-largest producer, focuses on applications in electronics and aerospace, with a production capacity of 1,500 tons per year [29]. - Evonik, the third-largest producer, has a production capacity of 1,250 tons per year and primarily exports to Europe [31]. Market Cost Reduction Core - The cost structure of PEEK production is heavily influenced by raw material prices, particularly fluoroketone, which is critical for maintaining product quality [40][42]. - Efforts to reduce costs include optimizing the supply chain and increasing domestic production capabilities to enhance competitiveness [35]. Market Outlook - The PEEK market is expected to continue its upward trajectory, with significant growth opportunities in robotics and other high-tech applications due to its lightweight and durable properties [51].

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 三、材料層:人形機器人量產催生高端材料需求 -peek材料：沃特股份(002886) 大網 一、中國加大具身智慧領域投入,人形機器人小規模量產 -政府+企業合力突破具身智慧瓶頸 -人形機器人進入小規模量產階段 二、威知層：傳感器產業迎來發展機遇 -視覺傳感器：奥比中光 (688322) -力覺傳感器：柯力傳感（603662）、東華測試（300354） -觸覺傳感器：漢威科技 (300007) -腱繩材料：南山智尚（300918）、同益中（688722） Capital Care # & M L & 台 北 · 香 港 · 上 海 1 CAPITAL 中國加大具身智慧領域投入 l 人形機器人小規模量產 _Capital Gare # 22 ₪ 22 台 北 ・ 香 港 ・ 上 海 2 2025年機器人板塊複盤 圖 2025年以來機械設備行業漲跌幅排名 圈 2025年以來機器人板塊和各指數對比 —机器人(申万) -- 创业板指 50% 30% 25% 40% 20% 30% 15% 20% 10% 赣械板塊上 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 目录 1、多技术路线:磁约束与惯性约束为主流 请务必阅读正文之后的免责条款部分 t 本法班薪 聚变基本原理 1.1 聚变反应原理是轻原子核如荒、疯在超 1 亿℃高温高压下克服库仓斥力聚合成较重原子核，如意并释放巨大能量，能级 在 17.6MeV / 次反应之上。 选择危 (D) - 点(T) 聚变因二者反应裁面大、所需点火温度相对最低,约 1.5 亿℃,且负可从海水提取,1 升海水含 30mg 允, 危能通过摆吸收中子再生,燃料获取便捷、能量密度极高(1kg 元危聚变能量≥400 万吨石油)。 图表1:聚变原理图 图表2:几种主要的聚变反应截面以及最大反应截面所对应的温度 D.T D-3He n-IIR 10- 10-3 10 10- 500 1000 10 50 100 રે Center-of-Mass Energy (keV) 资料来源:中国科学院等离子体物理研究所、太平洋证券 资料来源:可控核聚变科学技术前沿问题和进展、太平洋证券 请务必阅读正文之后的免责条款部分 守正 出奇 宁静 致远 P3 守 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 | 一、 概述 | | --- | | 1、 材料历史 . | | 十四五新材料规划 . 2、 | | 3, 新材料图谱 | | 二、 新材料方向之一——轻量化材料 ……………………………………………… 8 | | 1、碳纤维 | | 2、铝合金汽车车身板 . | | 三、 新材料方向之二——航空航天材料 ……………………………………………………26 | | 1、聚酰亚胺………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 26 | | 2、碳化硅纤维 | | 四、 新材料方向之三——半导体材料 …………………………………………………………………………………………………………………………………………………………………………………………………… 42 | | 1、硅片 | | 2、碳化硅(SiC) . | | 3、高纯金属溅射靶材 . | | 五、 新材料 ...

Semiconductor Wafer Manufacturing Materials - The global photoresist market is projected to reach approximately $9 billion in 2023, with the domestic market around 12 billion RMB. By 2030, the global market is expected to exceed $15 billion, and the domestic market may grow to 30 billion RMB [4]. - The domestic photoresist localization rate is about 10%, with g/i line photoresist at approximately 20%, KrF photoresist below 2%, ArF photoresist below 1%, and EUV photoresist currently non-existent [4]. - Major foreign companies in the global g/i line photoresist market include Tokyo Ohka Kogyo, Dow Chemical, and Sumitomo Chemical, holding a combined market share of 60% [5]. - Domestic companies such as Beijing Kehua and Suzhou Ruihong are making strides in g/i line and KrF photoresist production, with varying levels of success in ArF and EUV photoresist [6]. Silicon Wafers - The global silicon wafer market is estimated to be around $13 billion in 2023, with the domestic market at approximately 20 billion RMB. By 2030, the global market is expected to exceed $20 billion, and the domestic market may reach 50 billion RMB [10]. - The domestic silicon wafer localization rate is about 15%, with larger wafers having lower localization levels [11]. - Key foreign players include Shin-Etsu Chemical and SUMCO, with significant market shares [11]. Electronic Specialty Gases - The global electronic specialty gas market is projected to be around $7 billion in 2023, with the domestic market at approximately 15 billion RMB. By 2030, the global market is expected to reach $12 billion, and the domestic market may grow to 35 billion RMB [12]. - The localization rate for electronic specialty gases is about 20%, with some specialty gases still requiring imports [13]. - Major foreign companies include Air Products, Linde, and Air Liquide, which dominate the market [13]. Target Materials - The global target materials market is estimated to be around $15 billion in 2023, with the domestic market at approximately 20 billion RMB. By 2030, the global market is expected to exceed $20 billion, and the domestic market may reach 40 billion RMB [15]. - The localization rate for target materials is about 30%, with mid-to-low-end products being more localized [16]. - Major foreign companies include JX Nippon Mining & Metals and Honeywell, which hold a significant market share [16]. Chemical Mechanical Polishing (CMP) Materials - The global CMP materials market is projected to be around $2.5 billion in 2023, with the domestic market at approximately 4 billion RMB. By 2030, the global market is expected to reach $4 billion, and the domestic market may grow to 7 billion RMB [21]. - The localization rate for CMP materials is about 15%, with high-end products still largely imported [22]. - Key foreign suppliers include Cabot and Hitachi, which dominate the market [23]. Wet Electronic Chemicals - The global wet electronic chemicals market is estimated to be around $6 billion in 2023, with the domestic market at approximately 10 billion RMB. By 2030, the global market is expected to reach $9 billion, and the domestic market may grow to 20 billion RMB [24]. - The localization rate for wet electronic chemicals is about 35%, with better localization in mid-to-low-end products [25]. - Major foreign companies include BASF and Merck, which hold significant market shares in China [25]. Photomasks - The global photomask market is projected to reach approximately $5 billion in 2023, with the domestic market around 8 billion RMB. By 2030, the global market is expected to exceed $7 billion, and the domestic market may grow to over 12 billion RMB [28]. - The localization rate for photomasks is about 20%, with high-end products still heavily reliant on imports [28]. - Major foreign players include Toppan and Photronics, which dominate the market [27]. Gallium Nitride (GaN) Materials - The global GaN materials market is estimated to be around $2 billion in 2023, with the domestic market at approximately 3 billion RMB. By 2030, the global market is expected to reach $5 billion, and the domestic market may grow to 8 billion RMB [30]. - The localization rate for GaN materials is about 30%, with progress in power device applications but high-end RF devices still relying on imports [30]. - Key foreign companies include Cree and Sumitomo Electric, which hold significant market shares [30]. Silicon Carbide (SiC) Materials - The global SiC materials market is projected to be around $1.5 billion in 2023, with the domestic market at approximately 2.5 billion RMB. By 2030, the global market is expected to reach $3.5 billion, and the domestic market may grow to 6 billion RMB [31]. - The localization rate for SiC materials is about 25%, with high-end products still dependent on imports [31]. - Major foreign players include Cree and II-VI, which dominate the market [31]. Semiconductor ALD/CVD Precursors - The global semiconductor ALD/CVD precursors market is estimated to be around $2 billion in 2023, with the domestic market at approximately 3 billion RMB. By 2030, the global market is expected to exceed $3 billion, and the domestic market may reach 6 billion RMB [32]. - The localization rate for ALD/CVD precursors is about 10%, with high-end products largely dominated by foreign companies [32]. - Key foreign companies include SK Materials and Merck, which hold significant market shares [32]. Advanced Packaging Materials - The global high-performance epoxy molding compound market is projected to reach approximately $2.5 billion in 2023, with the domestic market around 4 billion RMB. By 2030, the global market is expected to grow to $3.5 billion, and the domestic market may exceed 6 billion RMB [35]. - The localization rate for epoxy molding compounds is about 30%, with mid-to-low-end products being more localized [35]. - Major foreign companies include Sumitomo Bakelite and Henkel, which dominate the market [35]. Semiconductor Components - The global electrostatic chucks market is estimated to be around $1.5 billion in 2023, with the domestic market at approximately 2 billion RMB. By 2030, the global market is expected to reach $2.5 billion, and the domestic market may grow to 4 billion RMB [53]. - The localization rate for electrostatic chucks is about 10%, with high-end products being largely imported [54]. - Major foreign players include Applied Materials and Lam Research, which dominate the market [54]. Display Materials - The global OLED materials market is projected to reach approximately $6 billion in 2023, with the domestic market around 8 billion RMB. By 2030, the global market is expected to exceed $10 billion, and the domestic market may reach 20 billion RMB [61]. - The localization rate for OLED materials is about 20%, with high-end materials still reliant on imports [61]. - Key foreign companies include Universal Display Corporation and Merck, which hold significant market shares [61].

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 | ◆ 名词解释 | | 09 | | --- | --- | --- | | ◆ 中国导热材料行业概述 | .. | 10 | | 背景与定义 . | -- | 10 | | . 分类 | .. | 11 | | . 工艺流程 | -- | 12 | | � 中国导热材料行业产业链分析 | -- | 13 | | . 上游分析 | .. | 14 | | . 中游分析 | .. | 16 | | . 下游应用领域分析 | -- | 18 | | ◆ 中国导热材料行业市场规模 | -- | 19 | | ◆ 中国导热材料行业政策分析 | | 20 | | � 中国导热材料行业驱动因素 | -- | 21 | | . 5G商用化将进一步普及 | -- | 21 | | . 消费电子发展 | | 22 | | � 中国导热材料行业行业发展趋势 | .. | 23 | | ◆ 中国导热材料行业竞争格局分析 | -- | 27 | | ◆ 中国导热材料行业投资风险分析 | .. | 28 | 词解释 ◆ 导热体： ...

添加 小编微信 ，寻 志同道合 的你 正文 电子元器件性能不断提高，集成电路封装密度随之提高，这导致电子元器件工作能耗和发热量迅速增 大。高温会对电子元器件的性能稳定性、安全可靠性和使用寿命产生不利影响，如高温会产生热应力， 严重时会造成电路连接处的损坏，增加导体电阻，影响产品功能。因此确保电子元器件所产生的热量能 够及时排出，己经成为集成电路产品系统封装的一个重要研究课题，而 对于集成度和封装密度都较高 的便携式电子产品（如笔记本电脑等）及内部发热量较大的功率器件模块而言，散热甚至成为了整个产 品的技术瓶颈。 简单地依靠电子芯片与封装外壳之间固体界面的机械接触，已然不能实现热量的快速 有效传导。 在集成电路领域，随着对集成电路芯片、电子元器件乃至系统功率耗散研究的深入，一门新兴学科—— 热管理（Thermal Management） 逐步发展起来，热管理学科专门研究各种电子设备的安全散热方式、 散热装置及所使用的材料。当前中央处理器、通信电子、电动汽车、高铁、电网等应用的核心部件都是 高功率密度电子元器件，其 散热问题日益成为限制其功率密度和可靠性提高的瓶颈 。 热界面材料（Thermal Interfac ...

Industry Overview - Aerogel is a new generation of highly efficient thermal insulation material, characterized by its nano-porous network structure and being the lightest solid in the world. Its commercial applications mainly focus on its excellent thermal insulation capabilities across various sectors including petrochemicals, thermal pipelines, lithium batteries, construction materials, outdoor clothing, aerospace, and military [4][41]. - The thermal insulation principle of aerogel is based on its unique structure, which leads to effects such as no convection, infinite blocking, and long path effects. The thermal conductivity of aerogel ranges from 0.012 to 0.024 W/(m·K), which is 2 to 3 orders of magnitude lower than traditional insulation materials [5][24]. Aerogel Classification - Aerogels can be classified into several categories based on their precursors, including oxides, carbides, polymers, biomass, semiconductors, non-oxides, and metals. Among these, SiO2 aerogel has the most mature commercial application, accounting for 69% of the global market share in 2019 [13][19]. Aerogel Composite Materials - Commercial aerogels are often composite materials to enhance strength and toughness. Common forms include aerogel blankets, papers, fabrics, boards, powders, slurries, and coatings. The most widely used is SiO2 aerogel blanket, which improves mechanical properties through fiber reinforcement [19][20]. Aerogel Performance - Aerogel composite materials exhibit several advantages, including: - Ultra-long service life with a hydrophobic rate of 99%, making them waterproof and easy to store - Superior thermal insulation performance, with thickness 1/4 to 1/2 that of traditional materials for the same insulation effect - Excellent fire resistance, classified as A-level safety, protecting pipelines and equipment during fires - Outstanding mechanical properties, including flexibility, toughness, and compressive strength [21][24]. Market Analysis - The largest application field for aerogel is petrochemicals, accounting for 56% of consumption, followed by industrial insulation at 18% [41][58]. - The market for aerogel insulation sheets is expected to grow at a rate of 1.5 times annually, driven primarily by the expansion of ternary battery production [72]. Policy Support - The government has introduced multiple policies to encourage the development of the aerogel industry, recognizing its strategic importance in reducing carbon emissions and achieving "dual carbon" goals [55][56]. Aerogel Industry Chain - The upstream of the aerogel industry includes silicon sources, which can be categorized into inorganic and organic types. Organic silicon sources like TMOS and TEOS are more expensive but purer, while inorganic sources like water glass are cheaper but contain more impurities [60][61]. - The midstream involves the production of aerogel products, which are often reinforced with organic polymers or fiber materials to enhance their insulation properties [62][64]. - The downstream applications are diverse, with significant involvement from major companies in the oil and gas pipeline insulation sector, as well as in the battery industry [66][68].

Core Viewpoint - Insulation materials play a crucial role in achieving China's "dual carbon" goals by significantly reducing energy consumption and carbon emissions through effective thermal management in various applications [1][9]. Group 1: Types of Insulation Materials - Insulation materials can be categorized into four main types: organic insulation materials, inorganic insulation materials, new materials, and composite materials [1][14]. - Organic insulation materials are characterized by their porous structure and low density, making them widely applicable in construction and industrial fields, although they often require modification to enhance high-temperature performance [1][16]. - Inorganic insulation materials feature high porosity and nano-scale pore structures, effectively reducing thermal conduction [1][20]. - New materials focus on optimizing thermal conduction pathways, radiation suppression, and structural stability to lower overall thermal conductivity [1][23]. - Composite materials combine two or more materials to enhance overall performance [1][24]. Group 2: Market Opportunities - The market for insulation materials is projected to exceed 1 trillion yuan, with new insulation materials rapidly penetrating various sectors [2][30]. - In the power battery sector, the demand for thermal management and flame-retardant insulation materials is expected to surpass 90 million square meters by 2025, corresponding to a market size of approximately 6.3 billion yuan [2][47]. - The building insulation market is anticipated to reach 248.5 billion yuan by 2025, with a year-on-year growth of 13.8%, and is expected to grow to 423.3 billion yuan by 2031 [2][61]. - The oil and gas pipeline insulation materials market is projected to reach 10.96 billion yuan by 2025, driven by the expansion of the national oil and gas pipeline network [2][3]. Group 3: Innovations in Insulation Materials - The emergence of super insulation materials, such as aerogels, presents significant industrialization prospects, with companies like Zhite New Materials collaborating with research institutions to develop advanced insulation solutions [3][30]. - Super insulation materials have thermal conductivity coefficients lower than that of "still air," with room temperature thermal conductivity typically below 0.04 W·m⁻¹·K⁻¹, offering performance improvements over traditional materials [3][30]. - The integration of AI and robotics in the development of new materials has accelerated the research and production of super insulation materials, significantly reducing costs while enhancing performance [3][30].