Now the United States and the West are still worried about whether China will also set limits on rare earths.
China’s Ministry of Commerce and the General Administration of Customs announced that from August 1, it will implement export control restrictions on gallium and germanium related items, causing an uproar in the world. Why?
Since the beginning of the trade war between the United States and China, people have discussed what would happen if China restricted exports of rare earths. Five years later, China began to restrict exports not of rare earths, but of gallium, germanium and related items that are rarer than rare earths. China’s Ministry of Commerce and General Administration of Customs announced restrictions on the export of gallium, germanium and related items. So why are gallium, germanium and related items important?
First, strategic materials bearing on national security and interests; Second, these items are closely related to semiconductors. According to experts, gallium and gallium nitride are the key materials of the third generation of semiconductors, and germanium and gallium arsenide are the key materials of the second generation of semiconductors. We often say that the chip is silicon, silicon carbide and gallium, germanium and related items synthesis, gallium is known as “semiconductor industry new food” “semiconductor aristocracies”. Overseas media believe that China’s restrictions on the export of these two rare metals and related items fundamentally restrict the manufacturing of high-end chips, and are reciprocal countermeasures to the United States, the Netherlands, Japan and other countries that restrict the export of chips and technology to China. You restrict the export of high-end chips and related technologies to China, and China restricts the export of rare metals to you. If you have technology but no materials, you will not be able to make chips. From the global production point of view, China’s gallium metal production accounts for 90% to 95% of the world, germanium metal production accounts for 68% to 80% of the world, China’s export restrictions on the semiconductor industry will form an immediate chain reaction, especially in high-end chips.
Gallium and germanium are also key materials for computer chips and solar panels, both of which are on the EU’s list of key raw materials and are considered “vital to the European economy.” China’s export restrictions will have a greater impact on high-end chip manufacturing and related industries. China also requires companies applying for export applications to specify the final recipient and purpose of export, which will ensure that gallium, germanium and related items will not go into areas that endanger China’s national security, such as weapons manufacturing. Now the United States and the West are still worried about whether China will also set limits on rare earths. As we know, rare earth is a general term for 17 rare metals, known as “modern industrial vitamins”.
China’s restrictions on the export of gallium and germanium rare metals have such a big impact, how is the world’s reaction?
The most prominent performance is that companies importing gallium, germanium and related items from China, mainly from developed countries, are rapidly increasing orders, hoping to stockpile some goods first, or speed up the submission of applications, as far as possible to get China’s export license. In the words of Reuters, the relevant companies are “running to apply.”
Shares in Chinese producers of gallium and germanium jumped 10 per cent today. Japan was the first to react. Agence France-Presse reported that China has strictly controlled exports of rare metals, and Japan is highly nervous. It is reported that a large part of China’s gallium and germanium are exported to Japan, and the Japanese Minister of Industry and Economy said that corresponding measures will be taken in accordance with WTO rules. Not long ago, Japan strengthened export controls on 23 types of high-performance semiconductor manufacturing equipment in six categories, targeting China. The South Korean government held an emergency meeting with the semiconductor and display industries today to discuss countermeasures to China’s announcement of export control measures on gallium and germanium from semiconductor materials. Yonhap reported that China’s export restrictions will not have much impact on supply and demand in the short term, but in order to avoid the production of major industries such as semiconductors being dragged down, the South Korean government will enhance the response force, increase reserves, and explore alternative sources of imports. The United States and the European Union have yet to respond, presumably due to the time difference, but U.S. think tanks say the United States relies on China for the two rare metals, but China’s export restrictions may not be a “death blow” to the United States and its Allies.
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In the semiconductor market, gallium phosphide market is an important component. According to different statistics and time nodes, its market size and market share are also different.
At the same time, the gallium phosphide market is also affected by many factors such as technological progress and policy support, and the development trend of the future market size and market share is also different.
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The rare metals market is the market for rare metal-related products.
Rare metals are metals that are less abundant in the Earth’s crust, dispersed or difficult to extract from raw materials, such as lithium, beryllium, titanium, vanadium, germanium, niobium, molybdenum, cesium, lanthanum, tungsten, radium, etc. According to their physical, chemical properties and production methods can be divided into: rare light metals, such as beryllium, lithium, rubidium, cesium, etc.; Rare precious metals such as gold, silver, etc.; Rare dispersed metals, such as gallium, indium, etc.; Rare earth metals, such as scandium, yttrium, etc.
The rare metal market is the market for rare metal-related products, including rare metal mineral products, rare metal smelting products, rare metal materials and corresponding products.
At the same time, the rare metal market is also affected by a variety of factors such as market demand and policy.
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IGZO(Indium Gallium Zinc oxide) sputtering target market is the market for the manufacture of indium gallium zinc oxide sputtering target, and its market size and market share are affected by a variety of factors.
Gallium indium Tin alloy market is the market for alloy products of gallium, indium and tin.
Gallium is a rare metal, with high purity, widely used in electronics, telecommunications, metallurgy, aerospace, aviation, optics, atomic energy, medical, military and other fields.
Indium is a silver-gray, soft metal with high conductivity and high ductility, which is widely used in electronics, electrical, aviation, transportation and other fields.
Tin is a white, shiny metal with high malleability and is widely used in electronics, electrical, metallurgy, mechanical manufacturing and other fields.
Gallium indium tin alloy is an alloy product of three metals, and its market demand and market share are affected by many factors.
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