Market Research and Analysis of Electronic Chemicals Industry

Electronic chemicals: multiple varieties, high barriers, and fast updates

Electronic chemicals generally refer to special chemicals and chemical materials used in the electronics industry, that is, various chemicals and materials used in the production and packaging of electronic components, printed circuit boards, industrial and consumer products; the upstream of the industry is basic chemical raw materials, and the downstream is various electronic components. Electronic chemicals are important supporting materials for the electronics industry.

Chart 1: Electronic chemicals industry chain

The electronic chemicals industry has the following characteristics: First, the market scale is large. The global electronic chemicals market is close to 500 billion yuan; second, there are many categories and high quality requirements. Electronic chemicals in my country are usually divided into seven categories according to their uses: photoresist, electronic packaging materials, high-purity ultra-clean reagents, special gases, printed circuit board materials and supporting chemicals, liquid crystal and supporting materials, and other electronic chemicals. Compared with other types of materials, it has the characteristics of high quality requirements and a wide variety of specifications; third, it has fast update, fine division of labor, and high profit. The application fields of electronic chemicals are all greatly influenced by the semiconductor industry. They are consistent with the semiconductor industry in the market and follow Moore's Law in the semiconductor industry. They have the characteristics of rapid technological progress, high product update frequency, meticulous specialization, high input and high output, low cost and high profit.

Chart 2: Characteristics of electronic chemicals