Monthly Gallium Market Report Jun 2021

Contents

1 Market Highlights 2
2 Economy and Policy 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright00% YoY in June 2021 4 6 Relevant Industry News 4 6.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright99%min EXW DP 2 3.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright2 WaferChina starts construction of GaAs and InP epitaxial wafer project 4 7 Market Outlook for Next month 4 7.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 2
4. Company News 3
4.1 Innoscience announces mass production of 8-inch GaN wafer at Suzhou production base 3
4.2 Xinxiang Ecological Aluminum's phase I alumina project begins production 3
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate up by 17.75% YOY in June 2021 3
5.2 AM Stats: Chinese gallium metal producers' output up by 29.82% YOY in June 2021 3
5.3 AM Stats: Chinese gallium metal producers' stocks down by 45.00% YoY in June 2021 4
6 Relevant Industry News 4
6.1 Jilin Sino-microelectronics starts building its semiconductor project 4
6.2 WaferChina starts construction of GaAs and InP epitaxial wafer project 4
7 Market Outlook for Next month 4
7.1 Gallium Metal 99.99%min EXW China 4
7.2 Gallium Metal 99.99999%min EXW China 4
7.3 Gallium Metal 99.99%min FOB China 4

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2021-05-01 to 2021-06-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2021-05-01 to 2021-06-30 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2021-05-01 to 2021-06-30 (USD/kg) 2
Graph 4 Chinese gallium metal producers' operating rate from 2020-06 to 2021-06 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2020-06 to 2021-06 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2020-06 to 2021-06 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2020-06 to 2021-06 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2020-06 to 2021-06 (ton) 4
Graph 9 Chinese gallium metal producers' monthly stocks from 2020-06 to 2021-06 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2020-06 to 2021-06 3
Table 2 Chinese gallium metal producers' monthly output from 2020-06 to 2021-06 by major province (ton) 4
Table 3 Chinese gallium metal producers' monthly stocks from 2020-06 to 2021-06 by major province (ton) 4



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