SZQY Optoelectronics Technology Group is one of the earliest and most advanced Photomask production enterprises in China. Its Photomask products have filled domestic gaps many times and is a leading company in China's Photomask industry. Its products are mainly used in flat panel display, semiconductor chips, touch control, circuit boards and other industries, and are a key tool in the product manufacturing process of downstream industries.
Photomask is a high-precision tool for transferring graphic negatives in the manufacture of semiconductor integrated circuits and display screens. According to SEMI data, its total cost of raw materials in the semiconductor industry accounts for 14%, second only to large silicon wafers (32%). Upstream manufacturers of the Photomask industry chain produce high-purity quartz ingots through purification, synthesis, etc.; manufacturers in the midstream, such as precision grinding, glue coating, and photolithography, further process the quartz ingots to make Photomasks; they are eventually used in the production of semiconductors and displays.
Photomask market oligopoly is serious
The global Photomask market size in 2018 was US$4.04 billion, a year-on-year increase of 7.73%, and it is expected to reach US$4.2 billion in 2020. The average annual compound growth rate will be around 1.96% in the future.
Among them, Photronics, Japan DNP, Japan Toppan accounted for more than 80% of the market share of semiconductor Photomask. China's Photomask industry can only meet the domestic market demand for low-end products, and high-end Photomask is provided by foreign companies. According to IHS Markit statistics, in 2018, the global ranking of quartz Photomask sales in China was only one of Photomask's leading SZQY photoelectric technology groups. Globally, compared with companies in the same industry, domestic mask companies have a large gap in terms of influence in the international market due to their late start time.
Break the monopoly, lay the leading position in the Chinese market
The high-end products of the world's major Photomask manufacturers represent their technical strength. In the field of high-precision Photomask for AMOLED, the core technology is in the hands of overseas manufacturers such as HOYA, SKE, PKL, and these companies strictly block key technologies, resulting in a certain technological gap between domestic manufacturers and overseas. At present, there are certain gaps between domestic companies and advanced technologies in the field of 10th-generation large-size Photomask and AMOLED high-precision Photomask. Among them, SZQY Optoelectronics took the first step of localization.
In 2008, SZQY Optoelectronics successfully developed the first domestic 5th-generation Photomask, breaking the dependence of China's large and medium-sized Photomask on imports, and greatly reducing the cost of purchasing domestic Photomask panel manufacturers; in 2014, China's first 8-generation Photomask was developed; In October 2016, it successfully developed the high-precision Photomask for AMOLED and became the sixth commercial manufacturer in the world with the production capacity of high-precision Photomask for AMOLED. It broke the situation that China’s AMOLED high-precision Photomask completely relies on foreign imports, and has been officially given to many Chinese companies. Panel companies supply.
Customers Reference
BOE, Tianma, Huaxing Optoelectronics, Innolux, Hanyu Caijing, Longteng Optoelectronics, Truly, CEC Panda, Visionox, and other customers; in the field of semiconductor chips, the company has developed SMIC, Intel, Aiker, Qi Bang Technology, Changdian Technology, Silan Micro…