Guangxi Yusheng Germanium Industry Publicly Tendered Germanium Products on the 24th [SMM Report]

Recently, China's EMM market displayed a distinct dual pattern of "strong cost support with loosening at highs," with intensifying industry supply-demand and cost dynamics.

At the opening ceremony of the 2026 Jiufengshan Forum, the *Third-Generation Semiconductor Industry Development Report (2025)* was released. In 2025, China's GaN RF electronics market size reached 11.9 billion yuan, up 9.2% YoY, with the largest application field being security and aerospace, which had a market size of approximately 7.2 billion yuan, accounting for 60.7% of the market. In 2025, China's LED industry entered a critical stage of deep adjustment and structural restructuring, with total annual LED output value of approximately 103.7 billion yuan, edging down 4.4% YoY, of which the upstream epitaxial chip segment accounted for 26.8 billion yuan and the midstream packaging segment for 76.9 billion yuan. In 2025, China's third-generation semiconductor power electronics market size was approximately 22.7 billion yuan, up 28.6% YoY, with SiC and GaN power electronic devices achieving a penetration rate of approximately 16.5% in the power semiconductor market.

SMM, April 24 — According to information learned by SMM from official sources, Guangxi Yusheng Germanium Industry High-Tech Co., Ltd. will begin public bidding today for a batch of zone-refined germanium ingots under the company. According to the official information, this batch consists of a total of 500 kg of zone-refined germanium ingots, all of which are spot goods. The pick-up deadline is before May 9, 2026, with the germanium content to be determined based on assay results. The minimum bid price for the zone-refined germanium ingots is 23,000 RMB/kg. The delivery method is buyer pickup, with freight borne by the buyer. Bidding deadline: Until April 30, 2026.