The development of advanced ceramics and their relationship with semiconductors

Advanced ceramics are key basic materials that play an important role in many important areas of the national economy. Advanced ceramic materials are a type of ceramic materials. Ceramic materials have excellent material properties and are listed as the "three major solid materials" of the contemporary world along with metal materials and polymer materials. The excellent physical, chemical and biological properties of advanced ceramics are very different from those of ordinary ceramics, which are derived from the higher technical standards of their raw materials, manufacturing processes and finishing processes. Refined ceramic powders synthesized from non-ferrous metal materials and chemical raw materials and industrially purified; sintered at a firing temperature generally higher than 1400°C to accurately control the temperature curve, and some products require special atmosphere environments such as hydrogen and specific pressures for sintering; green body processing, grinding, polishing, precision cleaning, spraying and other processing procedures, and many processing methods. In addition to appearance effects and sizes, they require high temperature resistance, corrosion resistance or optical, electrical, thermal and even biological properties, which are widely used in pan-semiconductors, mechanical engineering, consumer electronics, biomedicine, textiles, automobiles and other fields.

1. Global advanced ceramic market size

Global advanced ceramics have a long history of development, and research and development and industrial production have been going on for more than 100 years. Since the 1980s, advanced ceramics have developed rapidly around the world. Japan occupies a leading position in the industrialization and industrial and civilian applications of advanced ceramics, and Japanese companies occupy about 50% of the global advanced ceramics market. The development of high-temperature structural advanced ceramics in the United States is good, and it is in a leading position in the application of aerospace and nuclear energy. According to statistics, the global advanced ceramics market size will reach 411.2 billion yuan in 2023, of which advanced structural ceramics will be 114.8 billion yuan, accounting for 28%.

2. Market size of advanced ceramics in my country

my country's advanced ceramics market started late. In 2015, the localization rate of advanced structural ceramics in my country was only about 5%. By 2023, it has increased to about 25%, and many key parts and components in the industry have achieved domestic substitution to varying degrees. In 2023, the market size of my country's advanced ceramics industry will be about 101.6 billion yuan, a year-on-year increase of 10.2%. As downstream demand continues to grow, Chinese local companies in the industrial chain will play an increasingly important role in the world. At the same time, the localization of equipment will also bring incremental demand for the localization of parts and components, and continuously expand the market space of my country's advanced ceramics industry.

3. Market size of advanced structural ceramics in my country

In the semiconductor field, the localization level of advanced structural ceramic parts used in manufacturing equipment of domestic wafer factories is still low. In 2023, the market size of advanced structural ceramics in my country will be about 23.4 billion yuan. In addition, the localization rate of advanced structural ceramic parts of domestic semiconductor equipment in mainland China is only about 22%. Therefore, the domestic substitution rate of advanced structural ceramics in the fields of semiconductors and display panels is still not high. In the future, the prospects for domestic substitution in these fields are good, and the market space for domestic substitution is huge.

4. The market size of advanced ceramics in my country is classified by materials

According to materials, advanced ceramics are mainly divided into oxides, nitrides and carbides. Among them, oxide ceramics (especially alumina ceramics) have been studied and industrialized for a long time, and currently have the most extensive application fields and the largest scale of use.

5. Market size of pan-semiconductor advanced structural ceramics in my country

The construction of domestic semiconductor and display panel production lines has greatly driven the demand for domestic equipment. According to statistics, the market size of pan-semiconductor advanced structural ceramics in China will be 8.7 billion yuan in 2023, accounting for 21% of the global market size. The compound growth rate of the market size of pan-semiconductor advanced structural ceramics in China from 2017 to 2023 is 14%.