Quartz has unique optical, mechanical and thermal properties and is widely used in high-end industrial fields such as aerospace, semiconductors, and nuclear lasers.
The global quartz market exceeded 20 billion yuan in 2015. We estimate that the global demand for quartz materials in 2018-2020 will be 25.5 / 265.28 billion yuan, with growth rates of 8%, 4%, and 3%, respectively. Semiconductor, optical communications, and aerospace High-end demand is the main growth.
At present, high-purity quartz sand is mainly supplied by United States of America, high-end quartz products such as Momentive, Heraeus, Tosoh, 3M and other overseas suppliers. Benefiting from the transfer of the semiconductor industry to the mainland, the rise in demand for optical communications such as network speeds and 5G, and the rapid development of domestic aerospace and major engineering projects, the rapid increase in demand for quartz, China's quartz material leader SHFL quartz technology, JSTPY quartz high-end products have been completed Import substitution.
Quartz has excellent performance and is a key raw material for electronics, aerospace and other industries. The preparation method is continuously upgraded. Quartz has stable physical and chemical properties, high temperature resistance, corrosion resistance, light transmission and insulation; high performance quartz is an indispensable material in electronic information, optical light sources, photovoltaic energy, aerospace and other fields. It is used in major national projects and aerospace And electronic information industries play a key role.
Different applications require different material properties and preparation methods. Quartz preparation methods include:
1) Artificial synthesis, high material purity, controllable hydroxyl content, suitable for advanced process semiconductor support, fiber optic rod, etc .;
2) Natural crystalline quartz, which is made of pipe rods by gas melting or electric melting, etc., has good high temperature resistance; mass production technology of high-purity quartz sand is represented by United States and domestic quartz stocks.
High-end applications such as semiconductors, optical communications and aerospace are driving demand for quartz.
1) The semiconductor quartz market has the highest proportion and has high requirements for the purity of quartz. Usually it needs to pass Tokyo Electronics, American Applied Materials, LamResearch and other certifications; China SHFL quartz technology, JSTPY quartz shares have passed multiple certifications.
2) Optical communication quartz is mainly used for optical fiber preform mandrels and sleeves and related auxiliary materials. China's leaders in quartz materials and products SHFL quartz technology, JSTPY quartz shares have broken through the sleeve sleeve preparation technology.
3) Quartz fiber is mainly used in wave-transmitting reinforcement materials, heat insulation and high temperature resistant materials for aviation. In the future, with the increase of national defense budget and the launch of national key projects, we expect the demand to increase rapidly in 18-20 years.
It is estimated that the global quartz demand in 2020 will be 28.3 billion yuan, and the domestic enterprises' high-end market share will increase. According to the China Building and Industrial Glass Association, the global quartz market exceeded 20 billion yuan in 2015, of which semiconductors accounted for 45.53%, photovoltaics accounted for 23.76%, optical communications accounted for 16.20%, optics accounted for 9.50%, and light sources accounted for 5.18%. High-end quartz is still dominated by overseas supplies, such as Momentive, Heraeus, Tosoh, 3M, Shin-Etsu, Qsil and others. According to the calculation of the downstream demand, we estimate that the global demand for quartz materials in 2018-2020 will be 26.5 / 275.28 billion yuan, of which the photovoltaic and electric light source markets have been basically monopolized by domestic companies; with the downstream industry transfer and the domestic substitution process accelerating , Domestic quartz enterprises are gradually cutting into high-end application areas such as semiconductors, optical fibers, aerospace, and electric light sources.