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光刻胶上游原材料国内企业进展如何?
势银芯链· 2025-05-20 01:55
Core Viewpoint - The global photoresist market is expected to exceed $15 billion by 2025, with China's market share increasing to 35%, highlighting significant growth potential in the industry [2]. Industry Overview - The photoresist industry is a critical component of high-tech materials, encompassing the entire chain from research and development to production and sales [2]. - In the high-end semiconductor photoresist sector, Japanese companies like JSR and Tokyo Ohka dominate with over 85% market share, while domestic production rates are below 5%, indicating a significant technological and market monopoly [2]. Market Dynamics - The advancement in the photoresist industry is driven by downstream demand, where manufacturers' process improvements necessitate technological iterations in photoresists and raw materials [2]. - Domestic manufacturers are increasingly replacing foreign suppliers and expanding production, creating opportunities for photoresist companies [2]. Supply Chain Components - The upstream of the photoresist supply chain includes raw materials such as resins, monomers, photosensitizers, and solvents; the midstream involves the production and synthesis of photoresists based on formulations; and the downstream includes applications in printed circuit boards, LCDs, and IC chips across various industries [2]. Key Raw Materials - Solvents constitute 50%-90% of photoresist composition, essential for dissolving resins and photosensitizers to create a uniform photoresist solution [3][5]. - Photosensitizers, making up 1%-6% of the composition, are crucial for initiating chemical reactions under specific wavelengths of light, altering the solubility of resins during the development process [3][8]. - Resins account for 10%-40% of photoresist, serving as the inert polymer matrix that binds materials together and determines the basic performance of the photoresist after exposure [3]. Market Players - Domestic companies like Yida Co. hold over 40% market share in electronic-grade PM solvents, while other firms like Xilong Science and Jingrui Electric Materials are also making strides in the solvent sector [7]. - The photosensitizer market is dominated by international players such as BASF and IGM Resins, with a trend of production capacity shifting towards China due to patent expirations and increased domestic demand [10]. Product Types and Applications - Different types of photoresists are used for various exposure wavelengths, with global resin supply primarily monopolized by companies like Sumitomo Chemical and Dow Chemical [11]. - Domestic enterprises such as Shengquan Group and Tongcheng New Materials are making significant advancements in photoresist resin production, with some achieving production capacities exceeding 5,000 tons per year [12]. Upcoming Events - The 2025 TrendBank (Fifth) Photoresist Materials Industry Conference will be held from July 8-10 in Hefei, focusing on new applications, current trends, and in-depth discussions on the photoresist supply chain [13].
久日新材旗下山东久日被罚:特种作业人员未取得相应资格上岗作业
Qi Lu Wan Bao· 2025-04-08 02:22
Core Viewpoint - Shandong Jiuri Chemical Technology Co., Ltd., a subsidiary of Jiuri New Materials (688199.SH), has been fined by the Binzhou Emergency Management Bureau for failing to ensure that special operation personnel received the required safety training and qualifications before working [1][3]. Company Overview - Jiuri New Materials focuses on the research, production, and sales of photoinitiators, monomers, and other photopolymer materials, as well as semiconductor chemical materials such as photoresists and photosensitive agents. It is listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board under the stock code 688199.SH [4]. - Shandong Jiuri, established in 2010, is a wholly-owned subsidiary of Jiuri New Materials and is recognized as a national high-tech enterprise specializing in photopolymer material development, with an annual production capacity of 5,000 tons [4][6]. Penalty Details - The penalty was issued on April 1, 2025, with a fine of 10,000 yuan (approximately $1,500) for the violation of safety regulations [2][3]. - The violation was based on Article 97(7) of the Production Safety Law of the People's Republic of China, in conjunction with the Shandong Province's administrative penalty discretion guidelines [2][3].