Read the latest development trend of the electronic materials industry in one article

As the foundation and core of integrated circuits, new displays, and 5G communications, the development of the electronic material industry is of great significance to guarantee the healthy development of my country‘s information industry, information security, and national defense security.

　　

　　 High-end electronic materials will still maintain a rapid growth trend

　　

　　Electronic materials are the core of the development of a new generation of information technology industry, a strategic, basic and leading industry supporting economic and social development. It has the characteristics of many types of products, high technical threshold, fast replacement and strong professionalism. It is widely used in new displays, integrated circuits, solar photovoltaics, electronic circuit boards, electronic components and electronic complete machines, system products and other fields. Its quality And the level directly determines the performance of the components and the whole product.

　　

　　 The current level of development and application of electronic materials, especially semiconductor materials, has become one of the important indicators of a country’s comprehensive national strength. my country has always attached great importance to the development of the electronic materials industry. From 2016 to 2019, the Ministry of Industry and Information Technology and other relevant national ministries and commissions issued a series of policies and regulations to support the structural adjustment, industrial upgrading, and standardization of the development of the electronic materials industry. This year, my country has further optimized the environment for the development of semiconductor materials and other electronic materials industries, deepened international industrial cooperation, and improved industrial innovation capabilities and development quality.

　　

In recent years, with the rise of new technologies such as the Internet, big data, and artificial intelligence, as well as the acceleration of new infrastructure projects led by 5G, the domestic electronic materials industry has made considerable progress, formed a relatively complete industrial system, and has a steady industrial scale Growth, the transformation and upgrading of mid-to-high-end electronic material products has accelerated. In 2019, the industry‘s revenue exceeded 700 billion yuan, technical strength continued to improve, and breakthroughs were made in liquid crystal materials for display and photoresist for integrated circuits. Pan Lin, chairman of the China Electronic Materials Industry Association, said that in 2019, my country‘s semiconductor materials, copper clad laminate materials, display packaging and other industries have developed rapidly. The semiconductor material market has reached 56.5 billion yuan, with an average annual compound growth rate of more than 7% in recent years; the sales of copper clad laminate materials reached 714 million square meters, an increase of 10% year-on-year, accounting for 80% of the global share; in 2019, with With the rapid release of domestic large-size LCD panel production capacity, my country’s large-size LCD panel shipment production capacity has exceeded 45% of the world’s total. Pan Lin pointed out that despite the impact of the new crown pneumonia epidemic and the impact of Sino-US trade frictions in the development of my country‘s electronic materials industry, high-end electronic materials represented by large-size silicon materials, silicon carbide, gallium nitride and high-frequency and high-speed copper clad laminates will be the future. , Will still show a trend of rapid growth.

　　

　　 5G and new displays bring new opportunities to the electronic materials industry

　　

The theme of this conference is "New Materials, New Applications, New Challenges-Collaborative Innovation to Win Development", which is consistent with the theme of the conference. Experts at the conference unanimously stated that new applications such as 5G, new displays, and high-end components are in the electronic materials industry. Bring new opportunities and new challenges.

　　

According to the latest statistics released by the Global Mobile Suppliers Association, as of mid-November 2020, 122 operators in 49 countries and regions around the world have launched 5G services, and another 407 operators in 129 countries and regions are Carrying out 5G network infrastructure investment, it is expected that the number of global 5G commercial networks will reach 180 by the end of this year. In addition, many countries around the world have formulated and announced ambitious 5G network investment plans in the next few years in order to boost the economy. It can be expected that in the next two to three years, the pace of 5G mobile communication infrastructure construction will further accelerate.

　　

　　ZTE Technology Research Chief Engineer Liu Zhe believes that the high-frequency circuit parts of 5G products require lower signal loss, which has ushered in changes in antenna materials, PCB substrates, electromagnetic shielding, and thermal conductive materials. LCP/MPI will become the mainstream material for 5G terminal antenna FPC; for PCB substrates, Dk/Df needs to be smaller, and the higher the Df, the more obvious the hysteresis effect. This requires the resin material to gradually approach the PTEE material, and the traditional FR4 resin The materials can no longer meet the requirements; for 5G millimeter wave PCBs, in order to reduce line loss, it is necessary to select lower Df solder mask inks. The low Df solder mask inks introduced abroad have improved performance by 23% compared with conventional inks. In addition, the increasing maturity of 5G terminals, the upward extension of the industrial chain, breakthroughs in technological processes, and the accumulation of talents have accelerated the localization rate of the electronic materials industry. With the popularization of 5G, both mobile terminals and base stations have a large demand for electromagnetic shielding and heat conduction products. The electromagnetic shielding and heat conduction industry market is expected to grow exponentially, with a potential market capacity of more than 12 billion yuan. In the future, electromagnetic shielding materials will develop in the direction of good thermal conductivity, simple processing technology, high cost performance, and suitable for mass production. Various new materials will be more developed in the innovative applications of electromagnetic shielding. With the continuous advancement of technology, the development of composite materials and the improvement of processes, my country’s thermally conductive phase change materials, thermally conductive silicone grease, thermally conductive fillers and thermally conductive gel materials will be further developed, and new thermal conductive graphite film materials will also be proposed. Many new requirements, such as thinner thickness, better thermal conductivity, and can be processed into 3D structure products or combined with other materials to form composite multifunctional materials.

　　

　　 After years of development, the display material industry has shown remarkable features such as diversified products, concentrated industries, and high-speed iteration. TCL Huaxing Optoelectronics Technology Co., Ltd. Deputy Director of R&D Cao Weiran said in his speech that display technology is constantly changing, and display devices are developing in the direction of multi-function and digitalization. Large size, high resolution, high color saturation, energy saving, high brightness, and flexibility. , Transparency, etc. have gradually become the mainstream trend of technological development, and OLED can finally achieve the above-mentioned extreme performance.