SMM: indium gallium germanium bismuth selenium tellurium market review and price prospect

SMM7 March 24: at the "2020 small Metal Industry Summit" held by SMM today, Hu Yan, senior analyst of SMM small metal items, brought a speech on the theme "20119-2020 China's indium gallium germanium bismuth selenium tellurium market review and price prospect", mainly related to the price trend of indium gallium germanium bismuth selenium tellurium, import and export situation, industry policy and future prospects.

The prices of refined bismuth, selenium dioxide and tellurium ingots showed a downward trend in the second half of 2018 and began to rise in 2020.

Similar to bismuth selenium and tellurium, the price of indium gallium and germanium began to decline in the second quarter of 2018 and eased or reversed in 2020.

In 2020, the output of germanium in China may increase significantly, indium gallium will grow naturally, and the output of bismuth, selenium and tellurium will decline

From January to May 2020, China exported 1321 tons of forged bismuth and bismuth products, an increase of 45.5 percent over the same period last year.

From January to May 2020, China imported 531 tons of other selenium, down 10.3 percent from the same period last year, and exported 304 tons of other selenium, an increase of 55.9 percent over the same period last year.

From January to May 2020, China exported 876 tons of boron and tellurium, up 2.9 percent from the same period last year, and exported CdTe216 tons, up 12.5 percent from the same period last year.

From January to May 2020, China exported 67 tons of indium products, an increase of 8.1% over the same period last year.

From January to May 2020, China exported 32 tons of forged gallium and rhenium and its products, down 8.6 percent from the same period last year.

From January to May 2020, China exported 12 tons of forged germanium and its products, an increase of 9.1% over the same period last year.

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From October 2019 to January 2020, Kunming Fanya completed the auction of 23600 tons of indium gallium, germanium, bismuth, selenium and tellurium, involving a total of 4.27 billion yuan.

A Review of the policies and Major events of China's small Metal Industry from 2019 to 2020

In October 2019, China Building Materials CdTe power generation glass project started in Liling, Hunan Province, the first phase of the construction of 300000 kilowatt capacity of CdTe thin film solar power generation glass production line.

In December 2019, Shenzhen Jianlian Optoelectronics Co., Ltd. and Chongqing Konka Research Institute signed a strategic cooperation framework agreement to engage in Mini LED and Micro LED large screen display product development and manufacturing.

In April 2020, China Building Materials Kaisheng Technology Group CdTe thin film solar cell project was established in Laixi Economic Development Zone, with a planned annual output of 600MW CdTe thin film solar cell production line.

In June 2020, China's first G10.5 TFT-LCD ITO target was successfully loaded and delivered from the Jinglian Optoelectronic ITO target production base of Longhua Technology Group; Mitsubishi Electric decided to withdraw from liquid crystal panel production, and its wholly-owned subsidiary MDTI will end TFT-LCD module production in June 2022; Dongfang Electric Emei Semiconductor High Purity Materials Co., Ltd. officially started the relocation, upgrading and capacity expansion project, the scale of high-purity metal materials can reach 39 tons.

In July 2020, Shaanxi Indium Jie Semiconductor Co., Ltd. held the launching ceremony of the indium phosphide semiconductor material industrialization project, which is expected to produce 10 tons of indium phosphide polycrystalline products annually after production in April 2021; the Yunnan Provincial Department of Industry and Information Technology issued the management measures for the commercial collection and storage of non-ferrous metals in 2020, including 20 tons of molten germanium ingots and 50 tons of indium ingots.

In the past ten years, the price performance of small metals in the third quarter is not pessimistic, which is worth looking forward to.

Bismuth, selenium and tellurium have the opportunity to rise in the second half of 2020, and the fundamentals of supply and demand are still the primary factor determining the price trend.

The price trend of indium gallium in the second half of 2020 is relatively stable, and germanium ingots are affected by storage factors.

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