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Quartz components in semiconductor applications and market overview

2024-12-28

I. Introduction

Quartz components are devices made of quartz glass. The main component of quartz glass is silica, with high light transmission, high temperature resistance, low expansion coefficient, strong chemical stability, high purity, strong electrical insulation and other superior characteristics, widely used in aerospace, optical fiber, semiconductor and other high-end manufacturing fields. According to relevant data, semiconductor quartz components account for about 70% of the quartz market, which is the largest application field in the downstream market of quartz products. At present, the quartz industry still has a certain technical threshold in high purity quartz sand purification and high-end quartz parts manufacturing. With the continuous development of the semiconductor industry, the importance of quartz components in the industrial chain will be more prominent.

Second, the application of quartz parts in the semiconductor field

1 Quartz parts used in the manufacture of circuits

In integrated circuit chip manufacturing, quartz products such as crucible, furnace tube, boat frame, bell jar are the key components that are difficult to replace, and are widely used in the main processes of semiconductor wafer manufacturing, such as diffusion, oxidation, lithography, etching, and cleaning. Therefore, the quality level of quartz components plays an important role in the stable production of integrated circuit production lines and ensuring the product pass rate.

2、Quartz components for photovoltaic manufacturing

In the photovoltaic manufacturing process, the crucible, quartz boat, quartz bottle and other quartz components are important consumables for the production of photovoltaic monocrystalline silicon and polysilicon, such as the quartz crucible in the production of silicon rods and silicon ingots for holding molten silicon; Quartz boats, tubes, bottles, cleaning tanks, etc., play a bearing function in the process of diffusion, cleaning and other processes in the battery production process. Since the quartz parts for photovoltaic only experience the low-temperature process, there is no requirement for the hydroxyl content of the quartz material, and it only needs to meet the requirements of corrosion resistance, good light transmission and low impurity content. The purity of photovoltaic quartz parts and the difficulty of customer certification are also relatively low, and the quartz parts used are mainly low-end products.

Third, the development of the global semiconductor quartz parts industry

1, the global quartz parts market

According to relevant data, the global quartz products market in 2021 is about 26.6 billion yuan, and it is expected that the global quartz products market will reach 39.5 billion yuan in 2027. Among them, according to public information estimates, Japan Daiwa Thermomagnetic Electronics, Japan Teiguno, Germany Heraeus, Japan Dongcao occupy about 91% of the global quartz products market market share

2, the upstream quartz material market

The upstream of quartz material is quartz ore crushed, screened and washed, the semicon-ductor industry mainly uses high-purity quartz sand, manufacturers have Unimine, Norway TQC and so on. The concentration and scale characteristics of the upstream quartz raw material industry are relatively more obvious.

Fourth, quartz parts industry trends in the semiconductor field

Industry barriers persist，Quartz components belong to tech intensive industries, in the semiconductor applications and other high-end products, enterprises not only need to have a long time of technology accumulation, but also need to have a team of professionals with rich manufacturing experience. Because the quartz parts industry has the characteristics of small batch and many varieties, it needs to be customized for equipment manufacturers, and the downstream industry has higher product quality requirements and is more inclined to cooperate with leading enterprises, which has caused certain obstacles for new enterprises to open up the market, and has formed a certain brand barrier. In addition, quartz components for semiconductors need to pass the certification of high-end equipment enterprises, which also increases the difficulty of new enterprise products entering the market.

Fifth. Conclusion

Quartz components are the core components in the semiconductor industry manufacturing link, and quartz materials are important basic materials that are difficult to replace in the development of strategic emerging industries, which play an important role in the stability of the semiconductor industry chain. Although there are certain industry barriers in the quartz parts industry, with the accelerated development of the semiconductor industry, as well as the continuous expansion of downstream application fields such as 5G and big data, as an important auxiliary material for high-end manufacturing, the quartz material and product market will also grow rapidly, and new technologies and new formats will provide potential market space for the development of enterprises.