Quartz glass is known as the "king of glass", with excellent performance, and is widely used in many fields such as semiconductors, high-end optics and aerospace.
In the field of semiconductors, the application of quartz glass accounts for the largest proportion. Quartz glass is a key upstream material for semiconductor chip manufacturing, which is mainly used in semiconductor etching, diffusion, oxidation and other processes.
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Overview of the quartz glass industry
In the semiconductor manufacturing process, quartz glass materials and products are key auxiliary materials, which mainly play an important role in diffusion, oxidation, deposition, etching and other links.
According to the statistics of the Quartz Glass Association, the semiconductor industry accounts for 65% of the total consumption of quartz glass.
At the same time, quartz ingots synthesized from quartz glass are also important raw materials for semiconductor photomasks, which have a very high technical threshold.
In recent years, the demand for high-end optical quartz glass materials has continued to grow as the width of the lithography circuit of semiconductor chips has gradually shrunk to below 22nm and the rapid development of cutting-edge defense technology.
There are higher requirements for the optical uniformity of synthetic quartz glass, and its uniformity standard has reached n<2x10-6, and it must ensure that there are no streaks in three directions.
Quartz glass industry chain combing
The main players in the semiconductor industry chain include material manufacturers, product processors, semiconductor equipment manufacturers and terminal wafer manufacturers. Material manufacturers provide raw materials to product processors, who in turn process these materials into products for equipment, which are then sold to semiconductor equipment manufacturers.
The upstream of the quartz industry chain includes the mining and processing of quartz ore/quartz sand, the production of quartz materials and their products in the midstream, and the major application fields in the downstream, including quartz fiber prefabricated parts and various composite materials.
Quartz glass industry chain diagram:
The upstream of the quartz broken glass industry chain
The upstream link mainly includes the mining and purification process of quartz ore.
Starting from the mining of quartz ore, through fine screening and purification, ordinary quartz sand and high-purity quartz sand are finally obtained.
The vein quartz resources used in glass manufacturing in mainland China are mainly distributed in Jiangxi, Gansu, Xinjiang, Anhui, Heilongjiang, Henan, Inner Mongolia, Sichuan, Hubei and other places, but the proportion of high-end and high-purity quartz products that can be purified from these deposits is very low.
In the past, there were several representative high-grade vein quartz deposits on the mainland, and after years of exploitation, the resources in these areas have been largely depleted.
The upstream raw materials will go through a series of processes such as crushing, washing, drying, hydrolysis, and synthesis to finally form quartz glass.
Quartz sand is the basic raw material for the manufacture of quartz glass materials and products, and its price has a direct impact on the production cost.
According to the difference in quality and the demand of the downstream market, quartz sand is mainly divided into two categories: ordinary quartz sand and high-purity quartz sand for the field of electronic information.
The technical barriers of ordinary quartz sand are relatively low, and the finished products are mainly used in metallurgy, chemical industry and glass manufacturing.
The raw materials of high-purity quartz are currently relatively scarce, and its production process is difficult and the technical barriers are also high.
High-purity quartz is mainly used in high-tech fields such as semiconductors, photovoltaics, and aerospace.
The supply of high-end high-purity quartz is currently mainly in the hands of a few large foreign enterprises.
The middle of the quartz glass industry chain
The midstream of the quartz glass industry chain mainly includes the production of quartz glass materials and products.
The preparation methods mainly include gas melt method, electrofusion method or direct synthesis of silicon tetrachloride.
From the perspective of product form, quartz glass materials can be presented in various forms such as ingots, pipes, rods, and quartz fibers.
After further deep processing, various quartz products can be made to form various quartz products such as quartz fibers, quartz tubes, quartz rods, and quartz ingots.
Quartz glass market competition pattern and leading carding
In the quartz products industry, especially for the high-end semiconductor industry, the industrial threshold is relatively high.
At present, there are few enterprises in the industry that have the ability to produce high-purity and large-size quartz products.
Foreign manufacturers occupy a dominant position in the quartz glass field, and foreign quartz glass giants such as Heraeus, Momentive, Tocao and Uniming occupy a dominant position in the industry.
The two top domestic manufacturers are Philip and Quartz shares.
Global Competitive Landscape of Quartz Glass:
Sources:
Philip was originally affiliated to the Ministry of Building Materials of the People's Republic of China and has been deeply engaged in the field of quartz glass for more than 50 years. It is the fifth quartz glass material company in the world and the only one in China that has obtained the certification of major international semiconductor equipment manufacturers, and the company's technical and customer certification advantages are significant, while leading in cost and quality. In the semiconductor and military fields, Philip has core competitive advantages, and these two areas are also regarded as important points of interest for the company's future development. #石英玻璃##光伏##半导体##光伏##航空##军工#
Quartz Co., Ltd. is one of the few enterprises in the industry with the whole industry chain of producing high-purity quartz sand and quartz glass materials and precision processing products for semiconductors, photovoltaics and optoelectronics. The company was founded in 1993, formerly known as the collective ownership enterprise Pingming Quartz, later renamed Pacific Products, in 1999 the collective enterprise was restructured into Pacific Co., Ltd., in 2010 to complete the shareholding system reform and start the IPO operation, in 2014 on the main board of the Shanghai Stock Exchange. At present, there are 5 wholly-owned subsidiaries of Quartz Co., Ltd., including Pacific Semiconductor, Runhui Optoelectronics, Jinhao Quartz, Pacific Sands, and Shanghai Panshi. With the smooth progress of semiconductor certification, the company's electronic grade quartz products business is expected to become a new growth point.
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