“终极半导体材料”金刚石获新突破 沃尔德双线并进发力金刚石功能材料

Industry Overview - The diamond film material preparation and application field has achieved significant breakthroughs, driving capital market interest in related sectors [1] - Cultivated diamond concept stocks surged approximately 12% on December 23, with several companies experiencing limit-up gains [1] - Diamond is considered the "ultimate semiconductor material" due to its exceptional carrier mobility, thermal conductivity, dielectric breakdown strength, and optical transparency [1] - China dominates global synthetic diamond production, accounting for 95% of total output in 2023 [4] Technological Advancements - A joint research team from Peking University, Southern University of Science and Technology, and University of Hong Kong developed a method for mass-producing large-area (2-inch wafer), ultra-thin (sub-micron thickness), ultra-smooth (surface roughness below nanometer), and ultra-flexible (360° bendable) diamond films [2] - The new diamond film preparation method enables micro-nano processing operations and direct application in elastic strain engineering and deformation sensing [2] - CVD diamond technology has become a key focus, with some companies mastering three major CVD diamond growth techniques (hot filament CVD, microwave CVD, and DC CVD) [1][4] Market Potential - The global diamond semiconductor substrate market was valued at $151 million in 2023 and is projected to reach$342 million by 2030, with a CAGR of 12.3% from 2024 to 2030 [3] - The industry is exploring new application potentials in chip substrates, heat sinks, electronic packaging, and optical windows [3] - China's synthetic diamond industry maintains absolute cost advantages in the global market [4] Company Developments - Several listed companies are accelerating their layout in the diamond material sector, including Power Diamond, Huanghe Whirlwind, HuiFeng Diamond, Sinomach Precision, and North Industries Group Red Arrow [1][4] - One company has over 15 years of R&D and technical reserves in CVD diamond preparation and application, holding multiple technology patents [4] - The company has established independent R&D platforms, including the Hebei CVD Diamond Functional Materials Technology Innovation Center and Langfang CVD Diamond Growth Technology R&D Center [4] - Product matrix includes diamond film acoustic devices, diamond heat sink materials, diamond optical windows, diamond tool materials, boron-doped diamond film coating electrodes, and consumer-grade cultivated diamonds [4] - CVD diamond single/polycrystalline heat sink sheets demonstrate superior performance in high-power, high-frequency, and high-temperature applications [4] Strategic Focus - Companies are exploring diamond functional materials in sound, light, electricity, and heat fields to achieve commercial operation scale and good scale benefits [1][5] - Some new products and technologies are still in the R&D stage and small-scale market promotion, with minimal impact on 2024 performance [5]