According to statistics, the integrated circuit industry is a national strategic industry related to the national economy and the people's livelihood. There is a significant gap between China's integrated circuits in terms of production capacity and technology and foreign countries. According to customs statistics, in recent years, China’s IC imports have continued to rise, and the import of integrated circuits in 2017 has increased. Up to US$260.14 billion, a year-on-year increase of 14.60%, once again hitting a record high, accounting for approximately 68.8% of the world. The urgent need to reduce import dependence and increase self-sufficiency rate will drive the industry to usher in a period of rapid development. Especially after the ZTE incident, domestically produced chips The R&D and manufacturing are expected to grow rapidly, even by leaps and bounds. Some institutions estimate that the demand for domestic chip market in 2018 is estimated to be around 45 billion yuan. Considering the replacement of the existing stock market for 5 years, the total market size will be over 225 billion yuan. The replacement space is huge. While enhancing the domestic production capacity of the IC industry, how to better meet the needs of this cutting-edge industry for the water environment will also become a new market opportunity.
It is understood that the demand for water treatment in the integrated circuit industry mainly includes two parts. One is the production of ultrapure water needed in the production process, and the other is the production of waste water from the back end of the production process. The water quality in the chip production process is high, and the water consumption is huge, requiring a lot of super Pure water, and the water recycling rate is not high, a large amount of wastewater discharge has an impact on the environment. Therefore, in the chip production process, the technical requirements for water treatment are very high, which is related to the quality of the chip. In October 2017, the new "electronic industry The Pollutant Discharge Standard was issued after two consultations, and the wastewater treatment requirements for the industry as a whole have been significantly improved. The policy's inflexible role will prompt the transformation of some of the existing chip companies' water treatment facilities, and new chip projects will also be selected. Excellent wastewater treatment program.
According to the experts of the integrated circuit industry, the single investment for chip and LCD panel production lines will generally reach 10 billion RMB. The relevant water system will directly affect the quality and performance of the products. Therefore, customers have very high requirements for the performance and experience of ultra-pure water and waste water system suppliers. The investment required for the ultrapure water system and the wastewater treatment system in the two major industries accounts for about 2% to 3% of the total project investment, and the total market will exceed 10 billion yuan.
At present, in the field of ultrapure water production for chip processing, small and medium-sized enterprises constitute the main players in the industry. The number of companies that can provide ultrapure water equipment and engineering services is small, the scale of enterprises is also uneven, and the stable competitive landscape is far from being formed. The domestic integrated circuit industry's pure water and wastewater treatment have been developed for more than 20 years, but the high-end market has always been dominated by several foreign companies.
Under the promotion of the National Outline for the Development of the Integrated Circuit Industry and the National Integrated Circuit Industry Investment Fund, the IC industry will usher in a new strategic opportunity for development, and will create a group of water to provide water including pure water, waste water and reclaimed water. Businesses that deal with total solutions grow.