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河南老板,硬碰硬英美百年资本
商业洞察·2025-11-02 09:22

Core Viewpoint - The article discusses China's dominance in the synthetic diamond industry, highlighting its technological advancements and the implications of recent export controls on superhard materials, which could impact global semiconductor production costs and capabilities [11][12][28]. Group 1: Synthetic Diamond Industry Overview - The synthetic diamond industry in China originated from the development of the six-sided press machine in the 1960s, enabling the country to produce industrial-grade synthetic diamonds independently [9][10]. - As of now, China accounts for 95% of the global synthetic diamond production, with Henan province contributing approximately 80% of the national output [10][11]. Group 2: Export Controls and Strategic Implications - Recent export controls on synthetic diamond products, including micro-powder, single crystals, and grinding wheels, are seen as a strategic move to increase production costs for foreign semiconductor manufacturers [11][12]. - The inability of foreign companies to produce six-sided press machines limits their capacity to expand synthetic diamond production, reinforcing China's market position [13]. Group 3: Future Risks and Opportunities - Despite China's current advantages, there is a risk of foreign competitors utilizing chemical vapor deposition (CVD) methods to produce synthetic diamonds, which could disrupt the market [16][18]. - The demand for diamond-based thermal management solutions in AI chips and other technologies is projected to grow significantly, with the diamond cooling market expected to expand from $5 million in 2023 to $15.24 billion by 2030 [24][28].