TFT-LCD photoresist technology barriers are high and my country’s demand is highly dependent on foreign countries

TFT-LCD photoresist is a type of panel photoresist. Its main function is to process fine pattern electrodes and manufacture TFT-LCD arrays. It includes two categories: positive photoresist and negative photoresist. Among them, positive photoresist Glue applications account for a large proportion. Panel photoresist is one of the three commonly used types of photoresist. Its technical difficulty is between semiconductor photoresist and PCB photoresist. Therefore, there are certain technical barriers to entry into the TFT-LCD photoresist industry.

There are similarities in manufacturing between TFT-LCD arrays and integrated circuits. TFT-LCD photoresist can use semiconductor photoresist. Compared with large-scale integrated circuits, the TFT-LCD array structure is simpler, the size requirements are lower, and it is easy to standardize production. Therefore, semiconductor photoresist with low technical content can meet the demand, and the g-line used in 6-inch wafer manufacturing can be used. Photoresist. From the perspective of semiconductor photoresist, TFT-LCD photoresist is a low-end product, but as a panel photoresist, it has high technical barriers.

At present, the global TFT-LCD industry is mature and has a large output value. Although there will be fluctuations, the fluctuations are small, mainly because the demand for TFT-LCD in global smartphones, computers, TVs, wearable devices, smart homes and other fields is still strong. my country is the world's major display panel producer. TFT-LCD production capacity is large, accounting for 57% of the world's total production capacity. In 2021, my country's TFT-LCD output value will reach US$74 billion. TFT-LCD photoresist is an important raw material required for TFT-LCD manufacturing, and domestic demand has grown rapidly.

According to the "2022-2026 TFT-LCD Photoresist Industry In-depth Market Research and Investment Strategy Suggestion Report" released by the Industrial Research Center It shows that due to high technical barriers, my country's demand for panel photoresist has always been highly dependent on external sources. With the rise of my country's display panel industry, global display panel production capacity has gradually shifted to mainland my country. The demand for panel photoresist in the Chinese market has grown rapidly, and the number of companies entering the panel photoresist industry has begun to increase. However, my country's panel photoresist industry is dominated by the production of mid-to-low-end products. The localization rate of photoresist for touch screens has reached 42%, while the demand for TFT-LCD photoresist is still highly dependent on external sources.

At present, the main TFT-LCD photoresist manufacturers in my country include Jingrui Technology, Tongcheng New Materials, Feikai Materials, etc. Jingrui Co., Ltd. is highly competitive in my country's photoresist market and can produce a wide range of subdivided products. Its subsidiary Suzhou Ruihong has the capacity to mass produce TFT-LCD photoresists; Tongcheng New Materials can produce various types of photoresists There are also many. The subsidiary Beixu Electronics is my country's first local TFT-LCD photoresist manufacturer; Feikai Materials focuses on developing photoresist products, namely TFT-LCD photoresist, with a production capacity of 5,000 tons/year. Production model based on sales.

Industry analysts said that my country's TFT-LCD photoresist production capacity is constantly improving, but the number of manufacturing companies is small and the overall output Limited, and there is still a gap in product quality compared with foreign companies, and the competitiveness in the high-end market is still insufficient, so the share in the domestic market is still low. The technology of my country's display panel industry continues to advance, product updates and iterations are accelerating, and the quality requirements for panel photoresists will continue to increase. The TFT-LCD photoresist industry needs to continue to improve its core competitiveness.