企业竞争图谱：2024年湿电子化学品

Investment Rating - The wet electronic chemicals industry is rated with a 5-star rating, indicating strong growth potential and investment opportunities [38][39]. Core Insights - The wet electronic chemicals industry, also known as ultra-pure reagents, has seen its market size grow from 7.464 billion to 20.861 billion from 2019 to 2023, with a compound annual growth rate (CAGR) of 29.30%. It is projected to reach 35.364 billion by 2028, with a CAGR of 10.68% from 2024 to 2028 [33][38]. - The industry is characterized by a focus on three main sectors: semiconductors, display panels, and photovoltaics, with significant market shares held by companies from Europe, the US, and Japan [9][10]. Industry Definition - Wet electronic chemicals are defined as chemical reagents with a purity exceeding 99.99%, used primarily in the wafer manufacturing process [5][6]. Industry Classification - The wet electronic chemicals can be classified into general chemicals (88% application share) and functional chemicals (12% application share) [8][7]. Industry Characteristics - The industry is concentrated in three main sectors: semiconductors (24.29% application share), liquid crystal displays (23.5% application share), and photovoltaics (48.75% application share) [9][10]. Market Size - The market size of the wet electronic chemicals industry has grown significantly, with projections indicating continued growth through 2028 [33][38]. Supply Chain Analysis - The supply chain consists of upstream basic chemical industries, midstream manufacturers of general and functional wet electronic chemicals, and downstream electronic information industries [16][19]. Competitive Landscape - The global market is dominated by traditional companies from Europe and the US, which hold approximately 31% of the market share, while Japanese companies account for about 28% [10][46]. Future Demand Drivers - The demand for wet electronic chemicals is expected to grow significantly due to the expansion of large-size wafers, TFT-LCD/OLED display panels, and photovoltaic cells [19][30][31].