The Localization Rate Of My Country's PCB Photoresist Market Is Relatively High, And The Self-sufficiency Of High-end Products Still Needs To Be Enhanced

Photoresist, also known as photoresist, is used as an anti-corrosion coating material in the photolithography process. PCB, printed circuit board, is the support body and electrical interconnection carrier of electronic components. According to the use, photoresist can be divided into three categories: semiconductor photoresist, panel photoresist, and PCB photoresist. Among them, PCB photoresist has the lowest technical barriers and is an important material required for manufacturing PCB. Its cost It accounts for about 3% of the total cost of PCB manufacturing.

PCB photoresists mainly include dry film photoresists, wet film photoresists, and photoimaging group soldering inks. Among them, the dry film photoresist has a relatively high technical content. The pre-prepared liquid photoresist is coated on the carrier film to form a solid photoresist film, which is attached to the copper clad plate to be processed for exposure and development during use. Compared with wet film photoresist, dry film photoresist does not submerge the holes on the copper clad laminate, making post-processing and cleaning more convenient. Wet film photoresist has high resolution, faster development and etching speed, and lower cost. Except for specific application scenarios, the application ratio is higher.

Since the mid-to-late 1990s, the global PCB industry has shifted to mainland China, and my country has gradually become the world's largest PCB producer, driving the demand for PCB photoresist to rise rapidly. In the 1990s, my country's PCB photoresist demand relied on imports. With the transfer of the PCB industry, my country's PCB photoresist production capacity continued to increase. At present, in my country's photoresist industry, the output of PCB photoresist accounts for more than 93%.

According to the "2022-2026 PCB Photoresist Industry In-depth Market Research and Investment Strategy Suggestions Report" released by the Xinsijie Industry Research Center, the technical difficulty of PCB photoresist is lower than that of semiconductor photoresist and panel photoresist. The first photoresist product to achieve technological breakthroughs is also the main photoresist category currently produced in my country, with a high market localization rate. In the global PCB photoresist market, China's share reaches about 94%. In China's PCB photoresist market, domestic PCB photoresist accounts for 63%. It can be seen that my country's PCB photoresist industry has a certain competitive strength.

Photoresist is one of the indispensable key materials for the production of semiconductors, panels and PCBs. As a major producer of electronic products, the demand for photoresists in the Chinese market continues to grow. In 2021, the size of my country's photoresist market will reach about 9.4 billion yuan. As a major category of photoresist, PCB photoresist has a large market space. Driven by demand, my country's PCB photoresist production continues to rise, reaching about 135,000 tons in 2021.

However, due to technical limitations, my country's PCB photoresist industry is mainly based on the production of low-end products. Wet film photoresist and photoimaging group welding ink are the main product types. There are a large number of manufacturers and sufficient product supply. The number of rubber production enterprises is small, the production capacity is small, and the product performance is far from foreign products, so the market is highly dependent on foreign countries, reaching more than 90%, especially high-end products are completely dependent on imports.

Industry analysts from Xinsijie said that my country's PCB photoresist manufacturers mainly include Beijing Kehua, Jingrui Electric Materials, Rongda Photosensitive, Feikai Materials, Guangxin Materials, Dongfang Materials, etc. Among them, a few companies such as Beijing Kehua own The production capacity of dry film photoresist, but the production capacity is small, and Rongda is also speeding up the layout of dry film photoresist. my country's PCB photoresist is mainly imported from Asahi Kasei of Japan, Hitachi of Japan, Changxing Chemical of Taiwan, China, DuPont of the United States, etc.