Market introduction of quartz glass

2022-08-20

keywords:

Trade,Huawei,5G


With the opening of the Sino US trade war,the"big drama"of ZTE being sanctioned by the United States,Huawei announcing its withdrawal from the United States market,and Qualcomm becoming a bigger beneficiary of the 5G industry standard were staged successively.From ordinary people down,everyone talked about the topic of"lacking core and soul".The lack of core chip technology is tantamount to holding back the development of the manufacturing industry,and it is also a stumbling block for China to realize the strategy of becoming a powerful country.Therefore,it is extremely urgent to have a"national core"of international standards.

In order to change this monopoly pattern of the United States,Japan and South Korea,we must lay a solid foundation,that is,start from the production technology of high-end silicon wafers.At present,China is building 15 wafer plants with a total investment of 570 billion yuan;It is planned to build 8 wafer factories with an estimated investment of 730 billion yuan.According to the data released by the International Semiconductor Equipment and Materials Association(SEMI),by 2020,there will be 62 new wafer plants in the world,of which 26 will be located in China,accounting for 42%.

The prosperity of the chip industry has directly driven the development of the quartz glass market,whose market scale has exceeded 20 billion yuan.Compared with the monopoly of several giants in the quartz glass market in the United States,Japan and South Korea,the strength of domestic enterprises is slightly inferior,and a pattern of"two big enterprises with three small ones"has been initially formed,namely,two A-share listed leading enterprises(quartz shares and Philippians)and three new three board listed enterprises(Yishida,CapitaLand Shiying and Xinyiding).Among them,Quartz and Philips have strong strength and large production scale.In 2017,the two enterprises respectively achieved an operating income of 563 million yuan and 545 million yuan,and a net profit of 108 million yuan and 122 million yuan.Among the three enterprises listed on the NEEQ,Yishida has a strong strength,while CapitaZenith and Xinyiding have the same strength.It is worth mentioning that the growth rate of Xinyiding is remarkable.In 2017,the growth rates of its operating income and net profit reached 54.41%and 70.56%respectively,showing a momentum of coming from behind.