金刚石高端应用加速落地，材料企业集结Carbontech2025

Core Viewpoint - Diamond is emerging as a key material in various industries, particularly in semiconductors, due to its unique properties such as high thermal conductivity and wide bandgap semiconductor characteristics, which can potentially surpass the physical limits of existing materials like silicon and silicon carbide [4][6]. Industry Dynamics - The diamond industry is experiencing rapid development, with significant interest from capital markets and the swift implementation of related projects, indicating an acceleration in diamond industrialization [4]. - However, challenges remain, including the immature processes for producing large single-crystal substrates and efficient cutting and polishing techniques, as well as a lack of scale in high-value semiconductor and optical applications [5]. Supply Chain Collaboration - To fully realize the potential of diamonds, a collaborative breakthrough across the entire industry chain is necessary. Material companies must enhance synthesis processes, explore green development paths, and expand diamond applications in emerging fields [6]. - Downstream processing and equipment companies need to innovate processes to convert material characteristics into actual productivity, creating a positive feedback loop driven by demand from sectors like new energy vehicles and data centers [6]. China's Position - China currently holds approximately 90% of the global synthetic diamond production capacity, with regions like Henan forming a relatively complete industrial cluster. The challenge lies in transforming this production advantage into technological and industrial advantages [6]. Future Outlook - The future of the diamond industry relies on the joint progress of material research, equipment upgrades, and application expansion. Events like the 9th International Carbon Materials Conference and Exhibition (Carbontech 2025) serve as important platforms for collaboration and information exchange among industry players [7].