On August 9, 2024, CITIC Securities released a research report stating that the current advanced ceramic parts industry of domestic companies is gradually catching up with global mainstream competitors, and domestic substitution is expected to accelerate. It also said that advanced ceramics currently account for about 16% of the value of semiconductor equipment parts, which are core and key parts with extremely high technical barriers and processing difficulties.
my country's advanced ceramic segmented products can be divided into two categories: structural ceramics and functional ceramics. Among them, structural ceramics have the characteristics of high hardness, corrosion resistance, high strength, oxidation resistance, high temperature resistance, etc., and have broad application prospects in the fields of electronics and electrical, optical communications, aerospace, national defense and military industries. Functional ceramics are new materials characterized by the functions of detection, transformation, coupling, transmission, processing and storage of electrical, magnetic, optical, acoustic, thermal, mechanical and biological information. They are mainly used in microelectronics technology, laser technology, High-tech fields such as sensing technology, optical fiber technology and space technology.
On August 5, Suzhou Coma Materials Technology Co., Ltd. ("Coma Technology" for short) opened a subscription and plans to list on the GEM of the Shenzhen Stock Exchange with the stock code "301611". CITIC Securities serves as the Sponsoring agency.
It is understood that Coma Technology is a comprehensive solution provider from the design and manufacturing of high-precision ceramic components to cleaning and maintenance. It is a key enterprise in advanced ceramic materials and components in the semiconductor field in my country. At the same time, , is also one of the few advanced structural ceramic companies in China that has a variety of ceramic materials and products certified by Company A, an international leading semiconductor equipment manufacturer.
Coma Technology has nearly 20 years of R&D experience in the field of advanced ceramics. Its advanced ceramic materials and products can be applied to display panels, LEDs, photovoltaics and other pan-semiconductor fields. Its surface treatment technology can be used in both In the process of manufacturing new products of its own advanced ceramic material parts, it can also provide external services to downstream customers such as pan-semiconductor manufacturing companies and equipment manufacturing companies.
Sunlord Electronics announced that on August 6, the company accepted an institutional survey. When mentioning the company's progress in the ceramic category, Sunlord Electronics said that the company's subsidiary Dongguan Xinbai Structural Ceramics Co., Ltd. ("Xinbai" for short) has been in the field of precision ceramic structural parts for many years, and its products include high-performance ceramic materials And products, structural parts, ceramics, etc.
I learned from Xinbai that Xinbai currently has three complete product lines: electronic ceramics, industrial ceramics, and household ceramics. The segmented products include ceramic fingerprint recognition sheets, ceramic mobile phone back plates, and smart watch ceramics. Accessories, (ferrite, ceramic) magnetic cores, ceramic ball valves, ceramic knives and other structural ceramic products cover more than a dozen industries such as mobile phones, smart wearables, petrochemical machinery, electronic materials, and bioceramics.
Another example is Hebei China Ceramics Electronic Technology Co., Ltd. (referred to as "China Ceramics Electronics"). China Ceramics Electronics is a listed company specializing in the research, development, production and sales of electronic ceramic products. The company is currentlyIt has developed alumina and aluminum nitride core materials and supporting metallization systems for precision ceramic parts, and established a complete manufacturing process platform for precision ceramic parts. It is worth mentioning that the core technical indicators of the ceramic heating plate products developed by the company have reached the international level of similar products and have passed user verification. It has achieved the R&D and production of key components and has been used in key domestic semiconductor equipment in batches.
Although the current reliance on imports of semiconductor equipment parts is relatively high, the trend of localization in some areas has begun to take shape. It is believed that with the continued support of local semiconductor equipment parts companies such as Coma Technology, Xinbai, and China Ceramics Electronics, advanced ceramic parts can achieve varying degrees of domestic substitution.
