Focus on hot spots of industrial gas industry, talk and win - win integration. The 6th International Industrial Gas Industry Conference 2021, hosted by GasEcosphere, was held in Wuxi, Jiangsu Province, China on May 21, attended by nearly 300 enterprise representatives and 20 exhibitors. Domestic and foreign gas experts, technology gurus, enterprise representatives and institutional investors focus on "electronic special gas and high purity rare gas" to deliver special speeches and roundtable forum, to jointly discuss the sustainable development of industrial gas industry.
Mr. Ed Hotard, Executive Chairman of SIAD China, delivered the opening speech. He is the former Global President and Chief Operating Officer of Praxair, a director of Shanghai Baosteel Gas Board, and a senior advisor of Warburg Pincus. He has nearly 50 years of experience in international industrial gas industry operation and investment.
Mr. Ren Lu, founder of Gas Ecosphere, delivered a speech entitled "China Industrial Gas 2021", and made data analysis and review on the overall operation of China's industrial gas enterprises in 2020. New opportunities for special gases are analyzed through new applications such as EUV (semiconductor lithography), SCO2 (semiconductor cleaning technology), SINWS (silicon nanowire technology for electric vehicles), SiC (third-generation compound semiconductor), new technology for monocrystalline silicon solar cells and quantum dot technology. Through statistical analysis of import and export data of industrial gases and industrial data of integrated circuits, panel display and solar cells, the great potential and opportunities of special gases in China are expressed.
Yoshiki Koizumi, President of GasReview Japan, analyzed the state of Japan's industrial gas market with the latest data on Japan's crude steel production capacity, shipbuilding, and automotive industries. In fact, Japanese manufacturing was stagnating even before COVID-19. The manufacturing slump has reduced Japan's demand for industrial gases. Except for the electronics sector, which continues to invest heavily and stabilize production. In Japan, there is strong demand for industrial gases and equipment used in the electronics industry. Then, the paper analyzes the operating status and strategic investment progress of Japan's major electronic special gas companies one by one.
Mr. John Raquet, President of Gasword, expressed an optimistic view of the industrial gas industry in the next 5 years through a comprehensive analysis of global industrial gas data. Under the development of semiconductor process technology and environmental consensus shared by EFC, ALD (Atomic Layer Deposition Technology), ALE (Atomic Layer Etching Technology), ALC (Atomic Layer Cleaning Technology) will introduce new etching and cleaning gases. Mr. Tenny Gu, General Manager of PKC China, shared the international business strategy of high purity chlorine gas, high purity hydrogen chloride and high purity nitrous oxide products.
Mr. Herman Hu, a veteran who is familiar with the Asian special gas market, has served as the head of the special gas department of Air Liquide Taiwan, the general manager of Taiwan Giga Electronic Materials, the general manager of Taiwan Shilian Precision and the chairman of Taishi Technology. He analyzed and summarized the status quo of the semiconductor market in Asian countries and the major electronic special gas companies in each country. He believed that China's special gas has great potential, but competition is everywhere, only to improve product coverage, sales bases, product strategies, and market positioning. only with business planning such as special gas storage management can stand out and become the number one special gas group in China and the world.
Mr. Deng Tao, President of G-GAS, published a report entitled "Characteristics and Consideration of Electronic Bulk Gas Market". The current situation of China's electronic bulk gas industry is almost all supplied by multinational industrial gas companies, and local industrial gas companies are eager to have a try. Faced with fragile supply chains (high performance and high stability nitrogen machine, stable helium supply chain, high clean pipes, valve fittings, purifiers, CQC, flow meters and filters). The local company should have a deep understanding of the culture, behavior and norms of the FAB plant, so as to meet customer needs and achieve product consistency, reliability and traceability from the underlying logic.
Electronic special gas is now like the "crown jewel of industrial gas industry". Many companies want to engage in this field, which inevitably leads to homogenization and uneven quality. Roundtable: The "cold" thinking behind the "hot" electronic gases. It will be hosted by Mr. Sheng Zhongke, a veteran of China's industrial gas industry, former president of Baosteel Gas and vice president of Praxair China. Zhao Jiong, senior analyst of emerging industries from Changjiang Securities Research Institute, Deng Tao, president of G-Gas, Tenny Gu, general manager of PKC China, and Herman Hu, senior figure of Asia Electronic Gas, respectively expressed their views. Tenny Gu believes that under the new normal of geopolitics, China's industrial gas companies, especially electronic special gas companies, need to re-examine their business strategies. Herman Hu gives helpful advice on the current situation of China's electronic specialty industry. Mr. Deng expressed the main gap between Chinese industrial gas companies and multinational industrial gas suppliers and where to catch up and improve; Mr. Zhao is a senior analyst specializing in industrial gases in the institutional investment industry. He shared the status and trends of China's semiconductor industry as well as market opportunities for industrial gases companies from an expert perspective.
Mr. Li Rujiang has nearly 30 years of experience in the production of rare gases. He is a special expert of the evaluation group of the General Administration of Quality Supervision, Inspection and Quarantine of China. He was the director of the rare gases production workshop of Beijing Shougang Gas Company. The content of Mr. Li's speech was "Rare Gas Refined Technology and Development Direction". He shared the preparation process of krypton and xenon, the preparation process of neon and helium, as well as the common hidden dangers, accidents and prevention in the production process. Vacree Technolgoies Co.,Ltd., Chief Engineer of Gas Engineering, gave a speech entitled "Helium Production and Supply and Demand Analysis". He shared the data and market potential of helium demand in China's nuclear industry, aerospace engineering, low-temperature superconducting and semiconductor fields. Through specific cases to explain the low temperature condensation adsorption + membrane separation process of natural gas helium extraction device and technology.
The value of noble gases should be "rare". Sustainability should include sustainability of supply and sustainability of application. Roundtable forum "Considerations on Sustainable Development of Rare Gas" was moderated by Mr. Ren Lu. Mr. Wang Peng, General Manager of VACREE Technolgoies Co.,Ltd, shared the development of BOG helium extraction technology in the Chinese market in recent years, as well as the possible changes of these technologies and projects to the Chinese helium market and even the global helium market. In 2019, Toshiba Memory Holdings Limited (" TMCHD ") changed its brand name to "Kioxia". Kioxia is the world's second largest memory chip company by market share. Mr. Takada Yuki and Mr. Liao Kai, senior purchasing manager of Kioxia China, mainly give professional advice and guidance on product quality and Business Continuity Planning (BCP) provided by industrial gas and rare gas suppliers from international semiconductor companies.
Mr. Ye Zhilai, general manager of Hanmo Energy Technology (Shanghai) Co., Ltd., has in-depth research on rare gas purification technology, and is also an application technology consultant for the electric propulsion division of a research institute of China National Aerospace Science and Technology Corporation. Facing the current boom in the construction of rare gas refining equipment in China, he mainly made an objective analysis of this phenomenon from the perspective of supply and technology and gave professional advice. Mark Yang, the current general manager of Yueyang KMT Electronic Special Rare Gas Co., Ltd., and the former president of Spectra Gases China. He mainly analyzed the changes in the price of krypton and xenon gas during the 15 years from 2005 to 2021, and every time the price rose With the emergence of new application scenarios, each drop is also due to supply reasons that lead to application process changes or substitutions. The Gas Ecosphere believes that as an industrial gas supplier, we need to have a deep understanding of the sustainable development of rare gases, which is also the way of sustainable development of the company's operations.
