Xuan Gu Bao·2026-01-07 23:19Industry Overview - The Ministry of Commerce has initiated an anti-dumping investigation on imported dichlorodihydrosilane (DCS) from Japan starting January 7 [1] - DCS is a key material for thin film deposition in chip manufacturing, widely used in logic and memory chips, and can also synthesize silicon-based precursors [1] - The global market for DCS is highly concentrated, with the top five manufacturers holding 78.0% market share as of 2023, including major producers like Shinetsu and Nippon Sanso [1] - The global market size for DCS is projected to reach $1.6 billion by 2030, with a compound annual growth rate (CAGR) of 6.1% from 2024 to 2030 [1] Market Drivers - Growth in the semiconductor industry and technological innovations in the electronics sector are core drivers for the DCS market [1] - The demand for semiconductor devices continues to rise due to advancements in smartphones, AI, and 5G communications, which in turn boosts the demand for high-purity silicon materials and DCS [1] - The expansion of the semiconductor manufacturing industry in the Asia-Pacific region, with increased investments from countries like China and South Korea, further enhances market demand [1] Product Insights - Products with ≥99.9% purity dominate the DCS market, with the semiconductor sector being the largest downstream market, accounting for 76.2% of the demand [1] - The increasing quality requirements in the semiconductor industry are expected to sustain the demand for high-purity DCS, alongside the expansion of emerging technology applications [1] Company Developments - Jinhong Gas has indicated that electronic-grade DCS is one of the products planned for its convertible bond fundraising project, "New High-end Electronic Materials Project," which has successfully entered trial production, with an expected capacity of 200 tons per year upon reaching full production [3] - Sanfu Co., Ltd. is the applicant for the anti-dumping investigation, and its electronic-grade DCS products have passed quality verification in 2023, achieving bulk supply [3] Supply Chain Dynamics - The upstream supply chain includes suppliers of raw silicon and chlorine, while the downstream directly connects to semiconductor manufacturing companies, with DCS producers positioned in the midstream [2]