Electronic Gas Market

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“At present, the status of solar photovoltaic companies is miserable and catastrophic. Affected by this, the electronic gas industry entered early winter, prices fell sharply, sales were almost stagnant, and the debts were difficult to recover. Many companies had already shut down the production line. The year 2012 will be the culmination of the past several years for China’s electronic gas.” At the 22nd Member Representative Conference of the China Industrial Gas Industry Association held in Yanji City, Jilin Province on October 18-23, and the 2012 annual meeting, mentioning electronics The current status of the gas industry market, Sun Funan, chief engineer of the Sinochem Bright Chemical Research & Design Institute, is worried.

Sun Funan told reporters: “The photovoltaic, LED, and IC industries are the main application areas for electronic gas. Not only are there large quantities of demand, but also many types, and the PV industry’s annual demand for silicon tetrahydride and high purity ammonia is in the thousands of tons. Compared with previous years, the three major downstream industries of electronic gas have become completely different this year."

He explained that in the last 3 to 5 years, under the encouragement and support policies of local governments, the domestic photovoltaic industry has seen a spurt expansion and the production capacity has been excessively surplus. This time, the United States has implemented "double opposition" to China's photovoltaic products, involving 75 domestic companies, and the EU is likely to take the opportunity to follow suit. At the same time, photovoltaic companies that have already closed down in the United States have also sought compensation from Chinese companies through judicial procedures. 90% of China's solar energy products are sold abroad, of which 80% are in the European Union. Anti-dumping cases in the European Union and the United States will cause the Chinese photovoltaic industry to lose about 130 billion yuan in the market. In 2012, many large-scale PV companies reduced their production or semi-discontinued production. The domestic PV giants listed in the United States faced delisting or even bankruptcy.

Compared with photovoltaic solar energy, the LED is slightly better. However, China's LED industry is undergoing a major leap forward, and overcapacity is now emerging. According to incomplete statistics, by September 2012, LED lighting companies in Zhejiang had rapidly increased from the initial 16 to about 180, and this number is still increasing. Sun Funan lamented: "Unfortunately, most of the lighting companies that have entered the LED are producing low-end products. The high-end core technology and product markets are still controlled by foreign countries. If we do not adjust the overall strategy as soon as possible, blindly pursue the increase in volume, or Will cause our country LED industry to become the next photovoltaic. In the first few months, the domestic LED market has been difficult to sell, sales dropped. "In addition, the Chinese IC industry is taking the road of generation processing. Due to the deteriorating background, the current production has dropped sharply, which is already less than 50% of previous years, and this trend is still intensifying.

Sun Funan concluded that once the funds are broken, there will be a large number of photovoltaic, LED and IC companies going bankrupt. This has led to a number of e-gas production and distribution companies that have closed down, and those that have barely maintained production are worried about poor product sales, while those who sell products have to worry about difficulties in recovering arrears, and are caught in a difficult situation. Don't sell everything."

The pressure faced by the electronic gas industry is more than that. Sun Funan told reporters: "After the last three years of development, China has successfully ended the history of domestically produced electronic gas that could not be mass-produced and stable. High purity ammonia, hydrogen chloride, carbon tetrafluoride, nitrogen trifluoride, sulfur hexafluoride The domestic electronic gas represented by the company is well represented in the fields of photovoltaics, LED, and IC (8 inches and above), and the new high-purity silane technology has been able to form a stable and safe production of thousands of tons after years of research and development. Capacity, domestic silane products not only gain market application, but also have extremely competitive prices, only 0.4-0.6 yuan/g, while import prices have reached 3 yuan/g. Due to the leap-forward development of domestic gas in terms of quality and output, international gas The company changed its development strategy in China and began to accelerate the construction of high-tech electronic gas production lines in China."

Take this year's hot high-purity ammonia as an example. Overseas companies such as AP, Air Liquide, Linde, and Sumitomo Japan have begun to build ammonia purification lines near LED users, and Asian ammonia production companies such as Korea PSG are planning to change their sales methods. At present, China's foreign-funded high-purity ammonia production capacity alone exceeds 13,000 tons/year. If we add domestically produced high-purity ammonia production capacity, our country's high-purity ammonia supply has exceeded supply. The market price of high-purity ammonia has dropped sharply, and has dropped from more than 100 yuan per kilogram in previous years to several tens of yuan, and it is still falling, showing the fierce competition.

However, some electronic gas products represented by high-purity nitrous oxide are still in short supply. Unfortunately, domestic companies do not possess core technologies. Sun Funan stated: “High input, high returns, and high risks are the characteristics of high-tech products, and the high-purity gases that are matched with them have the same characteristics. The electronic gas industry is in a predicament, although the US PV dual-reaction case is an important driver, but the key It is also that the industry is still at the level of low-end product duplication."

Sun Funan stated that mastering core technologies is the key to winning competition. After rapid development in previous years, some companies have realized capital accumulation. It is hoped that such enterprises can increase the research and development of new products and new technologies and strengthen brand cultivation. The entire industry will strive to achieve effective integration of capital, technology, market and region as soon as possible. Fill the electricity for the next round of competition, and strive to turn the once-brilliant end point of electronic gas into the starting point of the industry's rebirth.

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