In recent years, domestic gas-phase white carbon black has made great strides in the field of technological innovation, achieving three major leaps from catching up to running parallel, and making many breakthroughs in high-end application areas.
The technological breakthroughs have yielded remarkable results. In terms of synthesis technology, the green hydrogen combustion system developed by Xin'an Chemical achieves 100% substitution of natural gas, reduces costs by 38%, and achieves zero carbon emissions; Yichang Huifu 3D burner array makes the particle size CV value close to the international leading level; The supercritical CO ₂ impurity removal technology of the Chinese Academy of Sciences has reached the standards for photovoltaic/chip applications. In terms of surface modification, Lianrui New Material's boronic acid ester coupling agent avoids international patent blockade, and the pilot test of polyethylene glycol grafting is successful. The chlorine recovery rate of dry deacidification technology is extremely high. In high-end applications, Yichang Huifu's low alpha particle technology has passed SMIC's 14nm certification; CATL collaborates with Lianrui New Materials to enhance the cycle life of solid-state batteries; Zhongke Silicon Materials products meet the demand for photoresist.
The market outlook is bright. The policy provides strong support, with a 30% tax rebate for electronic grade products under the National New Materials Special Subsidy, and an annual investment of over 5 billion yuan in the Semiconductor Materials Research and Development Fund. The demand for explosive growth is expected to significantly increase in fields such as power batteries, chip packaging, and biomedicine from 2025 to 2030, with clear localization targets. In the competitive landscape, international giants such as Evonik monopolize the 7nm chip material field, while domestic leaders such as Yichang Huifu and innovative force Lianrui New Materials are catching up.
Significant progress has been made in high-end applications. In the field of chip packaging, Yichang Huifu's low alpha particle technology is applied to 5G base station packaging, and Lianrui New Material's spherical silicon micro powder performs well in HBM3E packaging. In terms of photoresist rheology technology, Tsinghua University's polytetrafluoroethylene photoresist meets the process requirements of 7nm and below, while Zhongke Silicon Materials' products have achieved domestic substitution and obvious price advantages. The innovative achievements of biopharmaceutical carriers are outstanding, with high drug loading capacity and improved targeting efficiency of vaccine adjuvants. V15 gas-phase white carbon black achieves tumor targeted delivery and increases inhibition rate.
However, future development still faces challenges. The photoresist rheology agent needs to further improve the process accuracy and reduce the CV value to 2.5%; The clinical conversion rate of biopharmaceutical carriers needs to be increased from less than 1% to over 20%; High performance proton membrane materials need to be developed in the field of hydrogen fuel cells. At the same time, there is a risk of bottleneck, such as the monopoly of photoresist dispersion equipment by Japan and the coverage of biomedical patents by Cabot.
In the face of opportunities and challenges, the domestic gas-phase white carbon black industry needs to establish a 2000+patent defense pool, strengthen vertical integration of the industry chain, lead the formulation of RCEP standards, build a "patent standard production capacity" iron triangle, continue to deepen its cultivation in high-end fields such as chip packaging, photoresist, and biomedicine, seize global discourse power, and achieve a magnificent transformation from parallel to leading.