SMM News: China's science and technology to meet the breakthrough, 8-inch graphene wafer unveiled, compared with the traditional silicon wafer performance increased by more than 10 times.
Affected by this news, the concept of graphene rose in early trading, Baotailong and Del successively closed the board in the future, Yueda investment once rose more than 9%, gorgeous family, carbon technology, Fangda carbon and other stocks rose.
The appearance of 8-inch graphene single wafer is expected to break the monopoly of silicon-based chips.
On the news side, recently, the Shanghai Institute of Microsystems of the Chinese Academy of Sciences officially announced that it has developed an 8-inch graphene single wafer and has achieved stable small batch production.
Graphene is known as the king of "new materials". Graphene has high hardness, high thermal conductivity, electrical conductivity, high elasticity and other properties. compared with traditional silicon wafers, graphene single wafers improve their properties by more than ten times.
It is reported that the Shanghai Institute of Microsystems of the Chinese Academy of Sciences will further study how to achieve mass production of graphene wafers. Once mass production, the semiconductor field may be reshuffled, and the monopoly position of silicon-based chips in the world may be completely broken. In addition, due to China's graphene patent technology, which is substantially ahead of other countries, China is expected to become a relevant rule maker in the future.
Two concept stocks are up and down on the wind.
Today's trading limit of Baotailong, located in Heilongjiang, mainly engaged in coal mining, the company implements the "transformation and upgrading" strategy, transformation to new materials, cutting into the graphene industry chain.
It is reported that Heilongjiang is the province with the largest output of natural graphite in China, so Baotailong has a certain resource advantage in developing the graphene industry. Its Milin graphite mine has been proved to have a mineral capacity of 5.54 million tons of crystalline graphite. After it is completed and put into production, it can provide sufficient raw materials for the company's graphene products.
In addition to raw materials, according to the report, the company has successively put into production 400 tons / year graphite paper production line, 20 tons of highly concentrated graphene dispersion production line and Baoxi (Qitaihe) 2 million square meters / year graphene electric heating film production line. In addition, the company has a 15% stake in Beijing graphene Research Institute Co., Ltd., which has previously developed a 4-inch graphene single wafer, which has attracted wide attention in the market.
Del Future, another sealing board, previously said on the interactive platform that graphene, a subsidiary of the company, is the equipment provider of the Shanghai Institute of Microsystems of the Chinese Academy of Sciences, providing 2-inch and 4-inch graphene preparation equipment for the microsystem. Graphene into graphene mastered the preparation method of large single crystal (centimeter level) graphene as early as 2014, and the monolayer rate can reach 99%.
According to the report of the head Leopard Research Institute, the restriction of graphene preparation technology directly affects the production efficiency of middle graphene. When the same production equipment is consumed, the production cost per unit of graphene increases due to less output, which will affect the production, operation and profits of the enterprise.
The market scale of graphene industry is growing steadily.
The scale of the global graphene industry market has grown steadily in recent years. In 2019, the global graphene industry market size is 7.7 billion US dollars, with a compound growth rate of 45.89%. The graphene market is expected to maintain a growth rate of about 20% in the next two years.
The downstream application of graphene is mainly divided into two aspects: the first is the downstream application of graphene powder, and the second is the downstream application of graphene film. Graphene powder can be used in new energy batteries, composite materials, lithium batteries and so on, and graphene thin films can be used in flexible displays and sensors. Supercapacitor, which is related to the conductive agent of lithium battery, is the main driver of the ultra-high growth of the industry, contributing 70% of the market share.
