Monthly Gallium Market Report Jun 2022

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 Japan finalizes White Paper on Manufacturing to strengthen semiconductor competitiveness. 2
2.2 Shenzhen promotes key projects including 12-inch chip production lines and third-generation semiconductors 2
2.3 SEAJ sets record high in sales volume in Jan-May 2
2.4 SEAJ sets record high in sales volume in Jan-May 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright1.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright1 Germany's Merck KGaA announces to build new semiconductor base in Zhangjiagang 4 6.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright1 Beijing Jiya to reduce gallium metal output 3 5 Producers Statistics 3 5.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 2
4 Company News 3
4.1 Beijing Jiya to reduce gallium metal output 3
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate up by 18.66% YoY in Jun 2022 3
5.2 AM Stats: Chinese gallium metal producers' output up by 29.73% YoY in Jun 2022 3
5.3 AM Stats: Chinese gallium metal producers' stocks down by 28.21% YoY in late Jun 2022 4
6 Relevant Industry News 4
6.1 Germany's Merck KGaA announces to build new semiconductor base in Zhangjiagang 4
6.2 Yangjie Technology plans to acquire 40% equity of Chuwei Semiconductor 4
6.3 San'an Optoelectronics starts mass production of Si-based GaN 4
6.4 Hi-Tech Development to acquire control of two semiconductor companies by RMB284 million 4
6.5 San'an Optoelectronics starts mass production of Si-based GaN 4
7 Export Statistics 5
7.1 China's exports of gallium metal down by 88.94% MoM in May 2022 5
8 Market Outlook for Next month 5
8.1 Gallium Metal 99.99%min EXW China 5
8.2 Gallium Metal 99.99999%min EXW China 5
8.3 Gallium Metal 99.99%min FOB China 5

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2022-05-01 to 2022-06-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2022-05-01 to 2022-06-30 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2022-05-01 to 2022-06-30 (USD/kg) 3
Graph 4 Chinese gallium metal producers' operating rate from 2021-05 to 2022-05 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2021-05 to 2022-05 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2021-05 to 2022-05 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2021-05 to 2022-05 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2021-06 to 2022-06 (ton) 4
Graph 9 Chinese gallium metal producers' monthly stocks from 2021-06 to 2022-06 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2021-05 to 2022-05 3
Table 2 Chinese gallium metal producers' monthly output from 2021-03 to 2022-03 by major province (ton) 4
Table 3 Chinese gallium metal producers' monthly stocks from 2021-04 to 2022-04 by major province (ton) 4
Table 4 Top nine gallium metal export destinations for China in May 2022 (kg) 5


.Asian Metal Copyright1 Beijing Jiya to reduce gallium metal output 3 5 Producers Statistics 3 5Asian Metal Copyright