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PCB光刻胶的国产突围之路
势银芯链· 2025-09-13 01:02
Group 1 - The article highlights the significance of PCB (Printed Circuit Board) as a core component in modern electronics, essential for electrical interconnection and mechanical support in electronic devices [2][3] - PCB photoresist is identified as a critical consumable for transferring fine circuit patterns onto copper-clad boards, with the global PCB market expected to reach $4.2 billion by 2025, growing at a CAGR of 8.7%, with China accounting for over 50% of the market [3][5] - The article categorizes PCB photoresists into dry film, wet film, and solder mask ink, each with distinct characteristics and applications in ensuring circuit reliability and performance [3][4] Group 2 - The domestic PCB photoresist industry has evolved from reliance on imports to developing competitive local players, driven by increasing demand in automotive electronics, data centers, and aerospace sectors [5][6] - High-end dry film photoresists remain dominated by a few global leaders, while local manufacturers are expected to gain market share due to cost advantages and policy support, with a potential growth phase anticipated between 2026 and 2030 [5][6] - The article lists key players in the PCB photoresist market, including Rongda, Guangxin Materials, and Foster, highlighting their market shares and product focuses [6] Group 3 - An upcoming conference organized by TrendBank will focus on heterogeneous integration technologies, aiming to foster collaboration between industry and academia to drive innovation in advanced packaging technologies [7]
从进口垄断到国产主导,干膜光刻胶领军企业迎来 IPO!
势银芯链· 2025-06-24 03:40
Core Viewpoint - Hunan Chuyuan New Materials Co., Ltd. (Chuyuan New Materials) is entering the IPO stage, marking a significant step for a leading domestic dry film photoresist company in the sensitive materials and specialized electronic chemicals sector [1][4]. Company Overview - Chuyuan New Materials, originally known as Wujing High-Tech, was established in November 2017 and has no controlling shareholder, with the largest shareholder holding 23.31% [4]. - The actual controller, Xiao Zhiyi, holds 69.92% of the voting rights [4]. Industry Position - Chuyuan New Materials has successfully broken the foreign monopoly in the dry film photoresist field, filling a domestic gap and creating the first domestic PCB photoresist industry chain [6]. - The company has developed over 40 patented technologies and offers more than 30 product models that cover the entire PCB manufacturing process [6]. - Currently, Chuyuan New Materials holds over 55% of the domestic dry film market share, providing quality products and services to many of the world's top 10 PCB companies and over 80% of domestic listed PCB companies [6]. Product Details - Dry film photoresist, also known as photosensitive dry film, is a high polymer material that undergoes polymerization upon UV exposure, forming a stable substance that adheres to the board surface, crucial for PCB manufacturing [6][8]. - The main components of dry film photoresist include polyethylene film (PE), photoresist film (sensitive layer), and polyester film (PET) [8]. - The technology involved in dry film photoresist has high entry barriers due to significant equipment investment and high technical requirements, resulting in a concentrated industry [8]. Upcoming Events - The 2025 TrendBank (Fifth) Lithography Industry Conference will be held on July 9-10 in Hefei, aiming to gather experts, scholars, and industry elites to discuss advancements, challenges, and solutions in lithography technology and materials [1][6].
容大感光:湿膜光刻胶领域 公司产品约占国内市场50%左右份额
news flash· 2025-06-12 10:24
Core Viewpoint - Rongda Photoelectric holds a significant market share in the wet film photoresist sector, accounting for approximately 50% of the domestic market [1] Group 1: Market Overview - The PCB photoresist market is categorized into wet film photoresist, dry film photoresist, and photosensitive solder mask photoresist [1] - Domestic companies dominate the wet film photoresist market, capturing over 90% of the market sales [1] Group 2: Company Positioning - Rongda Photoelectric's products represent about 50% of the domestic wet film photoresist market [1] - In the photosensitive solder mask photoresist sector, Japanese company Sun Chemical leads with a market share of around 50%, while Rongda holds approximately 25% [1] - The dry film photoresist market in mainland China is heavily reliant on imports, with Rongda's dry film photoresist recently entering the market [1]