【基础化工】看好COC材料、封装材料、半导体材料的国产突破——行业周报（20250623-20250627）（赵乃迪/胡星月）

Core Viewpoint - The article emphasizes the importance of domestic substitution in the chemical industry, particularly focusing on the localization of "choke point" materials to enhance supply chain security and reduce production costs in rapidly expanding sectors like semiconductors, OLED, AR/VR, and humanoid robots [2]. Group 1: Domestic Substitution and Material Localization - The concept of "domestic substitution" has gained attention as China's chemical industry improves its production technology, breaking through overseas technical barriers [2]. - Achieving breakthroughs in "choke point" materials and the localization of equipment and processes is essential for "safe development" [2]. - Enhancing the self-supply capability of upstream materials in industries like semiconductors can improve overall supply chain security [2]. Group 2: COC/COP Materials - COC/COP, a high-end optical material, is recognized for its excellent properties such as high thermal deformation temperature, high transparency, low birefringence, and low dielectric constant [3]. - Currently, the production capacity of COC/COP is mainly held by Japanese manufacturers, but domestic companies are beginning to establish a foundation for industrialization [3]. - Akolai's COC production line has entered trial production in Q3 2024, with plans for a 30,000-ton optical materials project in Hubei [3]. Group 3: PSPI Development - PSPI serves dual functions as both a photoresist and dielectric insulation layer, with applications in integrated circuits, MEMS, and OLEDs [4]. - Domestic companies like Aolide and Dinglong have made breakthroughs in the localization of PSPI, indicating a promising increase in domestic supply [4]. Group 4: Semiconductor Market Outlook - The global semiconductor sales are projected to reach approximately $630.5 billion in 2024, reflecting a year-on-year growth of about 19.7% [5]. - The Asia-Pacific region's semiconductor sales are expected to be around $340.79 billion, with a growth rate of 17.5% [5]. - The steady growth of the semiconductor market is anticipated to drive an increase in demand for semiconductor materials, including photoresists and electronic specialty gases [6].