China's quartz sand market demand increases rapidly in 2018-2020
According to incomplete statistics, in 2015, China's Quartz sand market exceeded 20 billion yuan, including 45.53% semiconductor, 23.76% photovoltaic, 16.20% optical communication, 9.50% optical and 5.18% light source. It is estimated that the global demand for quartz materials in 2018-2020 will be 255 / 265 / 28.3 billion yuan, with growth rates of 8%, 4% and 3% respectively. With the transfer of downstream industries, China's quartz sand enterprises are gradually entering high-end application fields such as semiconductor, optical fiber, aerospace, electric light source, etc.
1) the market share of semiconductor quartz is the highest, which requires high purity of quartz. It usually needs to pass the certification of Tokyo electronics, American applied materials, Lam research, etc.
2) optical communication quartz is mainly used for optical fiber preform core, pipe sleeve and related auxiliary materials.
3) quartz fiber is mainly used as wave transmission reinforcement materials, heat insulation and high temperature resistant materials for aviation; in the future, with the launch of key engineering projects in China, the demand is expected to increase rapidly in 2018-2020.
China Huatai Securities said that considering the rapid increase of the proportion of high-end products in China's Quartz enterprises, it is gradually expanding to the application direction of high prosperity and high growth, such as semiconductor, optical communication, aerospace, etc., and it is optimistic about the production process of China's quartz materials in semiconductor support parts and optical fiber preforms, and it is suggested to pay attention to quartz shares: with high-purity quartz sand production capacity, optical fiber preform jacket The first batch of orders were obtained for the tube, and the semiconductor quartz certification was steadily promoted.