CITIC Securities: The trend of localization of ceramic parts is accelerating_global_accounting for approximately_market

Each AI news, CITIC Securities research report pointed out that as global wafer fabs continue to expand production, the global semiconductor equipment and components market continues to grow rapidly. Among them, advanced ceramics account for about 16% of the value of semiconductor equipment parts. They are core and key parts with extremely high technical barriers and processing difficulties. In particular, high-end ceramic components such as ceramic heaters and electrostatic chucks have a domestic market space of about 3 billion yuan, but the current localization rate is less than 10%. Currently, domestic companies are gradually catching up with global mainstream competitors in the advanced ceramic components industry, and localization is expected to accelerate.

Daily Economic News