反倾销背景下的二氯二氢硅：高科技产业的“隐形关键材料”

Core Viewpoint - The Ministry of Commerce announced an anti-dumping investigation into imported dichlorodihydrosilane from Japan, highlighting its strategic importance in China's high-tech industry chain and aiming to create a fair competitive environment for domestic industries [2]. Industry Significance - The anti-dumping investigation is expected to curb unfair trade practices, facilitating technological research and capacity release for domestic companies, thus accelerating the localization process of dichlorodihydrosilane and ensuring supply chain security for high-end industries like semiconductors and photovoltaics [2]. Overview of Dichlorodihydrosilane - Dichlorodihydrosilane, also known as dichlorosilane, is a colorless gas at room temperature and pressure, characterized by high danger and high reactivity. Its hazardous properties include flammability, toxicity, and poor thermal stability, while its high value comes from its use as a silicon source precursor in semiconductor manufacturing [5][6]. Technical Aspects - The production of dichlorodihydrosilane involves various methods, with a focus on achieving high purity to meet the stringent requirements of advanced semiconductor processes. The main methods include disproportionation, reduction, synthesis, and recovery, with disproportionation and recovery being the most widely used due to their advantages [8][9][10]. Applications - Dichlorodihydrosilane is a key material in high-tech industries, particularly in semiconductor manufacturing, where it is used in chemical vapor deposition (CVD) processes and for producing silicon-based precursors. Its applications extend to photovoltaics and the synthesis of special materials [12]. Market Dynamics - The global market for dichlorodihydrosilane is expanding steadily, driven by growth in the semiconductor industry and technological innovations in electronics. The demand is further boosted by developments in renewable energy technologies such as solar photovoltaics and electric vehicles [14][15]. Competitive Landscape - The high-end electronic-grade dichlorodihydrosilane market has been dominated by a few overseas companies, particularly Shinetsu Chemical from Japan, which holds over 50% of the global market share. However, domestic companies like Tangshan Sanfu are making strides in achieving large-scale production and quality validation for their products [17][18][19].