At present, the top five IC photoresist manufacturers account for 87% of the global market share, among which JSR, Tok, DuPont, Shinetsu Chemical and Fuji Electronics all account for more than 65,438+00%.
The long-term monopoly of Japanese and American enterprises has not changed much.
Among A-share listed companies, Tongcheng New Materials, Jing Rui Electrical Materials, Shanghai Xinyang, Hua Mao Science and Technology, Nanda Radio and Television, Rong Da Photosensitive, Jacques Technology and other enterprises have made major breakthroughs in this field.
It can be called the "seven little blessings" of the photoresist session.
1, new material of Tongcheng
The company has realized the complete layout from electronic phenolic resin to finished photoresist.
Beijing Ke Hua, a subsidiary, ranks among the top eight photoresists in the world and supplies KrF photoresists in bulk.
Beixu Electronics, a subsidiary company, is the leading enterprise of panel photoresist in China, and TFT positive photoresist accounts for 45% of BOE.
The company's G-line photoresist market share reached 60%;
I-line photoresist is supplied in batches to 13 12 inch customers and 17 8 inch customers, such as SMIC. I-line photoresist is close to the international advanced level, accounting for 20% in China.
KrF photoresist increased by nearly 300% year-on-year, and has been supplied to customers such as SMIC and Changcun in batches.
2. Jing Rui Electric Materials Company
The company is an old photoresist enterprise in China, focusing on g/i line photoresist and developing high-end KrF and ArF.
Suzhou Ruihong, a subsidiary, owns dozens of products such as negative photoresist series, broad-spectrum positive adhesive series, G-line series, I-line photoresist series and KrF photoresist series. I-line photoresist has been supplied to domestic customers such as SMIC and Hefu Changxin.
KrF has passed the tests of many customers.
3. Nanda Optoelectronics
The company has built a production line with an annual output of 25 tons of ArF photoresist.
The company's ArF photoresist is the first to pass the downstream customer certification, which can meet the process requirements of integrated circuits above 14nm.
4. Chinachem Technology
In 20021year, Hua Mao Science and Technology held 26.2 1% equity of Xuzhou Bokang.
At present, Xuzhou Bokang has photoresist above 10 KrF, which is mainly used for 55- 14nm nodes, and some products have been mass-produced.
At present, we are actively promoting the verification and evaluation of high-resolution products in major fabs in China.
5. Shanghai Xinyang
Shanghai Xinyang is a key material leader in integrated circuit manufacturing and packaging testing in China.
KrF has supplied many customers.
The research and development of the ASEAN Regional Forum are progressing smoothly.
6. Jacques Technology
China panel photoresist leading enterprise.
M&A has taken over the business of LG Chemical Color Photoresist, holding Cotem Company in Korea, while Hengqiang is the strongest.
7. High light sensitivity
Domestic leading enterprises of PCB photoresist.
The company's products are UV-positive adhesive and UV-negative adhesive, which are mainly used in flat panel displays, light emitting diodes, integrated circuits and so on.
To sum up, the seven photoresist head enterprises basically represent the domestic photoresist industry level, and they will continue to work hard to catch up on a global scale.