Core Insights - The electronic specialty gas industry in China has made significant progress in market scale and technology, but still faces challenges in high-end product autonomy and risks of homogenization and supply chain vulnerabilities [1][2]. Market Growth - The electronic specialty gas market in China is steadily growing, with over 20 new suppliers added from 2017 to 2024, representing a growth rate exceeding 150% [1]. - In 2024, the sales revenue of domestic electronic gas companies reached 19.6 billion yuan, a year-on-year increase of 12.6%, with semiconductor manufacturing gases accounting for 9.09 billion yuan, also up by 12.6% [1]. Industry Challenges - Rapid expansion has led to homogenized competition, particularly in specialty gases used for cleaning, etching, and photolithography in integrated circuits, while further technological breakthroughs are needed for gases related to doping and deposition processes [2]. - The market for mid- and low-end electronic specialty gases is crowded, exemplified by NF3, where domestic production capacity is expected to exceed 60,000 tons per year against a global demand of approximately 40,000 tons [2]. Technological Development - To address industry challenges, companies are focusing on customized development based on downstream trends, particularly in the photovoltaic, display panel, and advanced packaging sectors [3]. - Collaborative efforts between academia and industry are being emphasized to accelerate the commercialization of technologies, as demonstrated by the successful launch of the world's first industrial demonstration unit for dichlorodihydrosilane (DCS) to produce silane, achieving a product purity of 7N [3].