Disilane Industry Research Report-2022 Global Market Status and Future Development Trends

Analysis of the current status of the disilane industry
1. Localization is very low
At present, the main producers of disilane are concentrated in foreign countries, including Mitsui Chemicals, Air Liquide Group and other companies. There are few domestic enterprises that can mass-produce disilane, and the scale is very small. After decades of development, the domestic electronic special gas has overcome many technical difficulties, alleviating the "import dependence" situation. However, although some special electronic gases have achieved independent supply capacity, the domestic supply of silicon group gases, fluorine-containing gases, halogen gases, doping gases, isotope gases for the electronic industry, film-forming gases and mixed gases are all in short supply. In China, the technologies related to purification and synthesis of these types of special gases are still far behind that of Western countries.

2. Rapid growth in demand
Disilane belongs to the silicon group gas and is a kind of electronic special gas. Electronic special gas is a gas that can be used in the production of electronic semiconductors and has ultra-pure and ultra-clean properties. It is the second largest market demand semiconductor material after silicon wafers, accounting for 14.1%. Electronic special gas is widely involved in cleaning, deposition, lithography, etching, doping and other aspects of semiconductor manufacturing. Electronic special gas is an indispensable basic raw material for industrial manufacturing. In recent years, with the rapid development of the downstream electronic semiconductor industry, the importance of electronic special gas has become more and more prominent, and companies in the electronic special gas industry are accelerating production expansion. Disilane manufacturers are also accelerating the process of commercial production.


Development Trend of Disilane
1. Industry barriers are still high
Electronic gas has high industry barriers in terms of product technology, customer certification, and supporting services. In terms of product technology, the production process involves synthesis, purification, mixing configuration, filling, analysis and testing, gas cylinder treatment and other process technologies, especially the semiconductor customers' requirements for gas purity, mixed gas proportioning accuracy and gas cylinder processing technology, etc. with high demands. In terms of customer certification, since electronic gas is involved in almost all semiconductor processes, the quality of the gas determines the product quality. The customer's audit of gas suppliers is extremely strict. The audit and certification cycle in the semiconductor field is as long as 2-3 years. Customers will not easily replace suppliers when they establish cooperative relationships, and high product certification barriers also bring strong customer stickiness. The same is true for the disilane industry.

2. The localization process is accelerated
At present, many domestic companies are increasing their research and development efforts and actively deploying disilane projects. In the next few years, more production capacity will be released, and the localization rate will gradually increase, alleviating the tight supply situation.

3. Rapid growth in demand
With the technological progress of the semiconductor industry, the proportion of 14 nm and 7 nm processes is getting higher and higher, and new technologies require the application of disilane instead of silane in more scenarios. Disilane is the second largest silicon-based semiconductor gas after silane, and its proportion in the silicon-based electronic gas will be higher and higher in the future, and the demand will increase rapidly.


Development Opportunities and Risk Analysis of Disilane Industry
In recent years, the application scope of industrial gases has expanded from traditional metallurgy, chemical, military, medical and other industries to emerging industries such as new energy, semiconductors, and electronic information. Among them, electronic gas for semiconductors is a hot spot in the current layout of the industry. Electronic special gases mainly include hydrides, fluorides, fluoroalkanes, metal organic compounds, etc., which are indispensable basic supporting raw materials for the production of VLSI, flat-panel display devices, compound semiconductor devices, solar cells, optical fibers and other electronic industries. , is widely used in thin film, etching, doping, vapor deposition, diffusion and other processes.

With the rapid development of the semiconductor and microelectronics industries, the demand for electronic special gases is also increasing rapidly. The main applications downstream of electronic specialties include semiconductors, display panels, photovoltaics and LEDs. Over the past two decades, both the global semiconductor market and the semiconductor material market have grown steadily. According to data from WSTS (World Semiconductor Trade Statistics Association), the global semiconductor industry sales hit a new high of US$468.8 billion in 2018. In 2019, due to the Sino-US trade friction, it fell by 12.1% compared with 2018, to US$412.3 billion. Since the beginning of the year, the annual compound growth rate has been 5.16%. WSTS predicts that despite the impact of the new crown epidemic, semiconductor industry sales will rise 3.3% year-on-year to $426 billion in 2020, and continue to rise 6.2% to $452.3 billion in 2021. The rapid development of downstream industries will be the market driving factor for disilane.

Due to the late start of my country's electronic specialty gas industry, there has been a 10-year technical gap between domestic gas companies and foreign giants in the past, and China's electronic specialty gas market is also monopolized by several large multinational gas companies. For the disilane industry, the same problem is faced. At present, the market is highly monopolized by foreign companies, and Chinese manufacturers face high barriers, including technical barriers, customer certification barriers, service barriers, capital barriers, and qualification barriers.

Overall analysis of global disilane market size
According to the statistics and forecasts of QYR (Hengzhou Bozhi), the global disilane market sales will reach US$197.57 million in 2021, and it is expected to reach US$453.39 million in 2028, with a compound annual growth rate (CAGR) of 12.44% (2022). -2028). In the next few years, the industry will have great uncertainty. The forecast data for 2022-2028 in this article is based on the historical development of the past few years, the opinions of industry experts, and the opinions of analysts in this article.