Electronic specialty gases are crucial raw materials for the semiconductor industry, with extensive applications.



  Electronic specialty gases refer to special gases used in the production of semiconductors and related electronic products. There are over 110 types of unit specialty gases used in the semiconductor industry, with more than 30 commonly used. These gases are widely applied in integrated circuits, LCDs, PCBs, solar cells, and fiber optic production. As the precision of electronic devices continues to improve, the purity requirements for electronic specialty gases will become even more stringent.



  Benefiting from the semiconductor industry transfer, the downstream demand for specialty gases remains robust in the long term.



  Currently, China is undertaking the third global semiconductor industry transfer, leading to rapid growth in downstream demand for electronic specialty gases. (1) Integrated Circuit Sector: ICs are the backbone of the semiconductor industry, accounting for the highest output value. With policy support, China's IC industry is growing rapidly. According to the "National Integrated Circuit Industry Development Promotion Outline," the annual growth rate of China's IC sales from 2015 to 2020 will remain around 20%, with sales expected to reach 870 billion yuan by 2020. (2) Flat Panel Display Sector: Global LCD panel production capacity is shifting from Japan and South Korea to China, with domestic manufacturers' shipments expected to expand significantly during the "13th Five-Year Plan" period. (3) LED Sector: LED lighting, as the fourth-generation lighting source, offers low-carbon and environmental advantages, with increasing domestic penetration rates. (4) Solar Cell Sector: Solar energy, as a clean and renewable energy source, has broad development prospects, potentially driving demand for electronic specialty gases.



  Multinational giants dominate the global specialty gas market, with rapid growth in the Asian market attracting focus.



  The global electronic specialty gas market is primarily monopolized by foreign industry leaders such as Air Products and Air Liquide. Currently, Asia, with its vast market demand and resource cost advantages, has become the heart of the global electronics industry supply chain and the main consumption region for upstream semiconductor materials. Influenced by this, international specialty gas giants are increasingly focusing on the Asian market.



  Policy-driven and technological breakthroughs are driving orderly progress in the localization of electronic specialty gases in China.



  The electronic specialty gas industry has high technical barriers, and China started relatively late. According to specialty gas industry statistics, nearly 80% of the domestic market share is monopolized by foreign companies. In recent years, the rapid rise of China's semiconductor industry has provided favorable conditions for the development of the electronic specialty gas sector. With policy support and technological breakthroughs, the localization of electronic specialty gases in China is progressing steadily. Currently, some domestic electronic specialty gas companies have achieved large-scale production capabilities, and markets for gases such as silane, high-purity ammonia, hydrofluoric acid, chlorine, and arsine are gradually opening up.