博来纳润数亿投建双厂占先机，领跑行业量产CMP材料｜新质衢州

Core Viewpoint - The domestic semiconductor CMP (Chemical Mechanical Polishing) materials market is accelerating its localization process, driven by both external pressures and internal demands for innovation in the integrated circuit industry [1]. Group 1: Company Overview - Zhejiang Bolainarun Electronic Materials Co., Ltd. was established in 2022, focusing on providing comprehensive CMP material solutions for semiconductor planarization processes, with over 10 years of R&D and industrialization experience [1]. - The company has a diverse client base, including Tianyue Advanced, ShuoKe Crystal, Lian Micro, Youyan Silicon, Hejing Silicon, Lens Technology, and Bern [1]. Group 2: Market Dynamics - Prior to 2020, CMP materials in China were heavily reliant on imports. The dual pressures of international trade friction and the domestic industry's transition to advanced processes have created opportunities for local innovation [1]. - The current domestic CMP materials localization rate is approximately 30%, with Bolainarun achieving full coverage of leading domestic clients in the substrate sector and beginning testing processes with major chip manufacturers [2]. Group 3: Product Development and Competitiveness - Bolainarun aims to be a comprehensive solution provider for CMP materials, producing abrasives, polishing liquids, and pads to enhance customer experience and address CMP process challenges [2]. - The company’s silicon carbide substrate products reportedly have a lifespan 1.5 to 2 times longer than similar imported products, aiming for "superior replacement" rather than mere localization [2]. Group 4: Investment and Production Capacity - Bolainarun has invested significantly in building two production bases in Quzhou, with the first phase of production starting in September 2023, targeting an annual output value exceeding 400 million yuan [3][4]. - The first phase includes a planned capacity of 6,000 tons of silicon sol, 15 million square meters of polishing pads, and 18,000 tons of CMP polishing liquid, with the second phase expected to partially commence production by the end of the year [3]. Group 5: Strategic Location and Collaboration - The company has established operational and R&D centers in Shanghai, Hangzhou, and Quzhou, with Quzhou providing a government-leased factory space that facilitated rapid production startup [6]. - Bolainarun has initiated the establishment of a concept verification center for integrated circuit materials in Quzhou, aimed at enhancing testing feedback and R&D efficiency, thereby boosting the local semiconductor materials cluster [6].