如何挖掘新材料进口替代机会？100大新材料国产化详解（附100+行研报告）

Semiconductor Wafer Manufacturing Materials - The global photoresist market is projected to reach approximately $15 billion by 2030, with the domestic market expected to grow to 30 billion RMB [4] - The current domestic photoresist localization rate is around 10%, with high-end products heavily reliant on imports [4] - Major foreign companies in the photoresist market include Tokyo Ohka Kogyo, Dow Chemical, and Sumitomo Chemical, which dominate the market shares [5] Silicon Wafers - The global semiconductor silicon wafer market is estimated to exceed $20 billion by 2030, with the domestic market projected to reach about 50 billion RMB [10] - The current localization rate for silicon wafers is approximately 15%, with significant progress in small-sized wafers [11] - Key domestic players include Shanghai Silicon Industry and Zhonghuan Semiconductor, with substantial monthly production capacities [12] Electronic Specialty Gases - The global electronic specialty gas market is expected to reach $12 billion by 2030, with the domestic market projected to grow to 35 billion RMB [14] - The localization rate for electronic specialty gases is around 20%, with some conventional gases showing progress in domestic production [13] - Major foreign companies include Air Products, Linde, and Air Liquide, which hold over 70% of the global market share [13] Target Materials - The global target materials market is projected to exceed $20 billion by 2030, with the domestic market expected to reach 40 billion RMB [15] - The current localization rate for target materials is about 30%, with high-end products still dependent on imports [16] - Leading foreign companies include JX Nippon Mining & Metals and Honeywell, which dominate the market [16] Chemical Mechanical Polishing (CMP) Materials - The global CMP materials market is expected to grow to $4 billion by 2030, with the domestic market projected to reach 7 billion RMB [21] - The current localization rate for CMP materials is around 15%, with domestic companies making strides in the mid-to-low-end market [22] - Major foreign suppliers include Cabot and Hitachi, which hold significant market shares [23] Wet Electronic Chemicals - The global wet electronic chemicals market is projected to reach $9 billion by 2030, with the domestic market expected to grow to 20 billion RMB [24] - The localization rate for wet electronic chemicals is approximately 35%, with better progress in mid-to-low-end products [24] - Key foreign players include BASF and Merck, which dominate the market [24] Photomasks - The global photomask market is expected to exceed $7 billion by 2030, with the domestic market projected to grow to over 12 billion RMB [28] - The current localization rate for photomasks is around 20%, with high-end products still heavily reliant on imports [27] - Major foreign companies include Toppan and Photronics, which hold a significant market share [27] Gallium Nitride (GaN) Materials - The global GaN materials market is projected to reach $5 billion by 2030, with the domestic market expected to grow to 8 billion RMB [30] - The current localization rate for GaN materials is about 30%, with progress in power device applications [30] - Leading foreign companies include Cree and Sumitomo Electric, which dominate the market [30] Silicon Carbide (SiC) Materials - The global SiC materials market is expected to reach $3.5 billion by 2030, with the domestic market projected to grow to 6 billion RMB [31] - The current localization rate for SiC materials is around 25%, with high-end products still dependent on imports [31] - Key foreign players include Cree and II-VI, which hold significant market shares [31] Semiconductor ALD/CVD Precursors - The global ALD/CVD precursors market is projected to exceed $3 billion by 2030, with the domestic market expected to reach 6 billion RMB [32] - The current localization rate for ALD/CVD precursors is about 10%, with high-end products dominated by foreign companies [32] - Major foreign companies include SK Materials and Merck, which hold a significant market share [32]