Gallium Industry Annual Report 2023
2024-04-08 21:09:23 【Print】
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Contents
1 Definition, Type, Distribution, Application 4
1.1 Definition 4
1.2 Type 4
1.3 Distribution 4
1.4 Application 4
2 Economy and Policy 4
2.1 South Korea plans bigger tax incentive to boost chip investment 4
2.2 China releases 2023 Catalogue of Goods Subject to Export License Administration 5
2.3 World Bank lowers global economic growth forecast to 1.7% for 2023 5
2.5 Shanghai's annual production of industrial robot exceeds 75000 units in 2022 5
2.6 MIIT: China strives to double manufacturing robot density by 2025 over 2020 5
2.7 Japan to control export of cutting-edge semiconductor technology 5
2.8 MEE: Nearly 60% of rectification plan for second round of central environmental supervision completed 5
2.9 China again extends tariff exemptions on some U.S. imported products 6
2.10 China remains Germany's biggest trading partner in 2022 6
2.11 Beijing-Tianjin-Hebei Region's economic aggregate exceeds RMB1 billion 6
2.12 45 national clusters' total output value exceeds RMB20 trillion 6
2.13 China to cut reserve requirement ratio by 0.25 percentage points 6
2.14 Shanghai's foreign trade hits record high in first two months 6
2.15 China further enforces preferential policies for small businesses regarding income tax 6
2.16 China's integrated circuit production down by 17% YoY in Jan-Feb 7
2.17 GACC: China's foreign trade sector begins with steady performance in first two months of 2023 7
2.18 China revises method of collecting proceeds from transfer of mining rights 7
2.19 WTO raises global trade growth forecast for 2023 7
2.20 South Korea to invest USD122 billion in three key fields including semiconductor 7
2.21 Japan to restrict export of 23 types of semiconductor equipment 7
2.22 World Bank raises China's economic growth forecast to 5.1% 7
2.23 China to take special action on screening and preventing potential large accidents 8
2.24 China to further expand scale of RMB settlement for cross-border trade 8
2.25 Inner Mongolia issues plan to peak carbon emission 8
2.26 Taiyuan conducts investigation and rectification campaign to prevent major accidents 8
2.27 GACC: China's gross imports and exports up by 5.8% YoY in Jan-Apr 8
2.28 China to loosen limitation on transferring mining rights 8
2.29 China to scale up medium and long-term lending toward manufacturing sector 9
2.30 Ministry of Commerce: China's outward non-financial direct investment up by 26.6% YOY in Jan-Apr 9
2.32 GACC: China's gross imports and exports up by 5.8% YoY in Jan-Apr 9
2.33 China to loosen limitation on transferring mining rights 9
2.34 China to scale up medium and long-term lending toward manufacturing sector 10
2.35 Ministry of Commerce: China's outward non-financial direct investment up by 26.6% YOY in Jan-Apr 10
2.36 China tightens export controls on gallium and germanium 10
2.37 China H1 foreign trade exceeds 20 trillion yuan for first time 10
2.38 Kyrgyzstan extends ban on metal scrap and waste by 6 months 10
2.39 Kazakhstan plans to extend scrap export ban by another 6 months 10
2.40 China releases plan to stabilize industrial growth for nonferrous metals 11
2.41 China approves some export licences for gallium and germanium products 11
2.42 Sichuan issues plan to peak carbon emission for industrial sector 11
2.43 China launches third round of central environmental inspections 11
3 Market Movements 12
3.1 Domestic Market 12
3.1.1 Gallium metal 99.99%min EXW D/P 12
3.1.2 Gallium metal 99.99999%min EXW D/P 13
3.2 Export Market 14
3.2.1 Gallium metal 99.99%min FOB China 14
4 Company News 15
4.1 HWATSING to invest into integrated circuit high-end equipment research and industrialization project 15
4.2 SIA: Global semiconductor industry sales down by 9.2% YOY in Nov 15
4.3 20 optoelectronic semiconductor production lines settle in Ejin Horo, Inner Mongolia 16
4.4 SIA: Global semiconductor sales hit record high in 2022 16
4.5 Ferrotec signed RMB12 billion semiconductor industry project settling in Lishui 16
4.6 CSIA responds to restrictions imposed by USA, Netherlands and Japan on China 16
4.7 Zhongjin Lingnan Danxia Smelter reduces crude gallium output 16
4.8 Shenzhen expects chip industry output value to exceed RMB120 billion by 2025 in Bao'an 16
4.9 South Korea's semiconductor exports down by 41.5% YoY in Feb 17
4.10 Haikou to build semiconductor manufacturing cluster worth RMB3.2 billion 17
4.11 SIA: Global semiconductor sales down by 18.5% YoY in Jan 17
4.12 Daxin Electronics' 6-inch IGBT power semiconductor production line project starts construction 17
4.13 Xindong Semiconductor starts third-generation semiconductor module test project 17
4.14 ASE Group plans to move 25% of SiP capacity out of Chinese mainland 17
4.15 Xindong Semiconductor starts third-generation semiconductor module test project 17
4.16 SIGC to build power semiconductor industrialization base in Xixian New Area 18
4.17 Guangxi Debao to halt gallium metal production 18
4.18 Senze Fangyuan Gallium to reduce gallium metal output 18
4.19 Luoning Zhongtianli to produce high purity indium production 18
4.20 Chalco Mining reduces gallium metal output 18
4.21 SIA: Global semiconductor sales down by over 20% YoY in Feb 18
4.22 Secote to invest RMB2.5 billion in high-end semiconductor production base project 19
4.23 Rare Earth Department of Hengdian DMEGC invites bids for gallium metal 19
4.24 Gucheng Chuangjia resumes secondary gallium production 19
4.25 Chalco Mining reduces gallium metal output 19
4.26 MIIT: China's integrated circuit production down by 14.8% YoY in Q1 19
4.27 DMEGC invites bids for gallium metal 19
4.28 DMEGC Magnetics announces bid result for gallium metal 19
4.29 Guangxi University team produces 7N high-purity gallium 19
4.30 Dongsheng Mining gets approval to develop Bayan-Uul silver-mixed metal mine project 19
4.31 DMEGC invites bids for gallium metal late August 20
4.32 DMEGC announces bid results for gallium metal late August 20
4.33 AXT's Tongmei receives initial export permits from China for gallium arsenide and germanium substrates 20
4.34 Guizhou Qiya starts to produce gallium metal 20
4.35 Guizhou Galuminium to produce gallium metal 20
4.36 Guizhou Galuminium to produce gallium metal 20
5 Producers Statistics 20
5.1 AM Stats: China's gallium metal producers' total number statistics up by 14.29% YoY in late 2023 20
5.2 AM Stats: Chinese gallium metal producers' annual production capacity up by 22.54% YOY in late Dec 2023 21
5.3 AM Stats: Chinese gallium metal producers' operating rate up by 15.74% YOY in 2023 22
5.4 AM Stats: China's gallium metal output up by 34.35% YOY in 2023 22
5.5 AM Stats: Chinese gallium metal producers' stocks was 58.88t at the end of 2023 23
6 Customs Statistics 23
6.1 Chinese gallium metal export volume down by 52.60% YoY in 2023 23
7 Supply and Demand Outlook 24
7.1 Supply Outlook 24
7.2 Demand Outlook 24
7.3 Export Outlook 24
Graph
Graph 1 The ranking and proportion of gallium resources reserves in China's provinces in 2023 4
Graph 2 Distribution of main application industry of gallium in 2023 4
Graph 3 Gallium metal 99.99%min EXW D/P price trend from 2023-01-01 to 2023-12-31 (RMB/kg) 12
Graph 4 Gallium metal 99.99%min EXW D/P price trend from 2023-01-01 to 2023-03-31 (RMB/kg) 12
Graph 5 Gallium metal 99.99%min EXW D/P price trend from 2023-04-01 to 2023-06-30 (RMB/kg) 12
Graph 6 Gallium metal 99.99%min EXW D/P price trend from 2023-07-01 to 2023-09-30 (RMB/kg) 13
Graph 7 Gallium metal 99.99%min EXW D/P price trend from 2023-10-01 to 2023-12-31 (RMB/kg) 13
Graph 8 Gallium metal 99.99999%min EXW D/P price trend from 2023-01-01 to 2023-12-31 (RMB/kg) 13
Graph 9 Gallium metal 99.99999%min EXW D/P price trend from 2023-01-01 to 2023-03-31 (RMB/kg) 13
Graph 10 Gallium metal 99.99999%min EXW D/P price trend from 2023-04-01 to 2023-06-30 (RMB/kg) 13
Graph 11 Gallium metal 99.99999%min EXW D/P price trend from 2023-07-01 to 2023-09-30 (RMB/kg) 14
Graph 12 Gallium metal 99.99999%min EXW D/P price trend from 2023-10-01 to 2023-12-31 (RMB/kg) 14
Graph 13 Gallium metal 99.99%min FOB China price trend from 2023-01-01 to 2023-12-31 (USD/kg) 14
Graph 14 Gallium metal 99.99%min FOB China price trend from 2023-01-01 to 2023-03-31 (USD/kg) 14
Graph 15 Gallium metal 99.99%min FOB China price trend from 2023-04-01 to 2023-06-30 (USD/kg) 15
Graph 16 Gallium metal 99.99%min FOB China price trend from 2023-07-01 to 2023-09-30 (USD/kg) 15
Graph 17 Gallium metal 99.99%min FOB China price trend from 2023-10-01 to 2023-12-31 (USD/kg) 15
Graph 18 Chinese gallium metal producers' annual production capacity from 2022-01 to 2023-12 (ton) 21
Graph 19 Chinese gallium metal producers' annual production capacity by province from 2022-01 to 2023-12 (ton) 21
Graph 20 Chinese gallium metal producers' operating rate from 2022-01 to 2023-12 (%) 22
Graph 21 Chinese gallium metal producers' operating rate from 2023-01 to 2023-12 (%) 22
Graph 22 Chinese gallium metal producers' monthly output from 2022-01 to 2023-12 (ton) 22
Graph 23 Chinese gallium metal producers' monthly output from 2023-01 to 2023-12 (ton) 23
Graph 24 Chinese gallium metal producers' monthly stocks from 2022-01 to 2023-12 (ton) 23
Graph 25 Chinese gallium metal producers' monthly stocks from 2023-01 to 2023-12 (ton) 23
Graph 26 Chinese gallium metal export volume from 2023-01 to 2023-12 (kg) 23
Graph 27 Chinese gallium metal export volume by countries from 2023-01 to 2023-12 (kg) 24
Table
Table 1 Gallium Product Classification from Level 1 to Level 3 in 2023 4
Table 2 The ranking and proportion of gallium resources reserves in China's provinces in 2023 (ton) 4
Table 3 Distribution of main application industry of gallium 4
Table 4 China's gallium metal 99.99%min producers' total number statistics by month from 2022-01 to 2023-12 (pcs) 20
Table 5 Chinese gallium metal producers' statistics from 2022 to 2023 21
Table 6 China's gallium metal 99.99%min producers' total number statistics by province by month from 2022-01 to 2023-12 (pcs) 21
Table 7 Chinese gallium metal producers' statistics by province from 2022 to 2023 21
Table 8 Chinese gallium metal producers' annual production capacity from 2022 to 2023 (ton) 21
Table 9 Chinese gallium metal producers' annual production capacity by province from 2022 to 2023 (ton) 22
Table 10 Chinese gallium metal producers' operating rate from 2022 to 2023 22
Table 11 Chinese gallium metal producers' average operating rate from 2022 to 2023 22
Table 12 Chinese gallium metal producers' monthly output from 2022 to 2023 (ton) 22
Table 13 Chinese gallium metal producers' monthly output from 2022 to 2023 (ton) 23
Table 14 Chinese gallium metal producers' monthly average stocks from 2022 to 2023 (ton) 23
Table 15 Chinese gallium metal producers' monthly average stocks from 2022 to 2023 (ton) 23
Table 16 Chinese gallium metal export volume from 2023-01 to 2023-12 (kg) 24
Table 17 Chinese gallium metal export volume by countries from 2023-01 to 2023-12 (kg) 24
1 Definition, Type, Distribution, Application 4
1.1 Definition 4
1.2 Type 4
1.3 Distribution 4
1.4 Application 4
2 Economy and Policy 4
2.1 South Korea plans bigger tax incentive to boost chip investment 4
2.2 China releases 2023 Catalogue of Goods Subject to Export License Administration 5
2.3 World Bank lowers global economic growth forecast to 1.7% for 2023 5
2.5 Shanghai's annual production of industrial robot exceeds 75000 units in 2022 5
2.6 MIIT: China strives to double manufacturing robot density by 2025 over 2020 5
2.7 Japan to control export of cutting-edge semiconductor technology 5
2.8 MEE: Nearly 60% of rectification plan for second round of central environmental supervision completed 5
2.9 China again extends tariff exemptions on some U.S. imported products 6
2.10 China remains Germany's biggest trading partner in 2022 6
2.11 Beijing-Tianjin-Hebei Region's economic aggregate exceeds RMB1 billion 6
2.12 45 national clusters' total output value exceeds RMB20 trillion 6
2.13 China to cut reserve requirement ratio by 0.25 percentage points 6
2.14 Shanghai's foreign trade hits record high in first two months 6
2.15 China further enforces preferential policies for small businesses regarding income tax 6
2.16 China's integrated circuit production down by 17% YoY in Jan-Feb 7
2.17 GACC: China's foreign trade sector begins with steady performance in first two months of 2023 7
2.18 China revises method of collecting proceeds from transfer of mining rights 7
2.19 WTO raises global trade growth forecast for 2023 7
2.20 South Korea to invest USD122 billion in three key fields including semiconductor 7
2.21 Japan to restrict export of 23 types of semiconductor equipment 7
2.22 World Bank raises China's economic growth forecast to 5.1% 7
2.23 China to take special action on screening and preventing potential large accidents 8
2.24 China to further expand scale of RMB settlement for cross-border trade 8
2.25 Inner Mongolia issues plan to peak carbon emission 8
2.26 Taiyuan conducts investigation and rectification campaign to prevent major accidents 8
2.27 GACC: China's gross imports and exports up by 5.8% YoY in Jan-Apr 8
2.28 China to loosen limitation on transferring mining rights 8
2.29 China to scale up medium and long-term lending toward manufacturing sector 9
2.30 Ministry of Commerce: China's outward non-financial direct investment up by 26.6% YOY in Jan-Apr 9
2.32 GACC: China's gross imports and exports up by 5.8% YoY in Jan-Apr 9
2.33 China to loosen limitation on transferring mining rights 9
2.34 China to scale up medium and long-term lending toward manufacturing sector 10
2.35 Ministry of Commerce: China's outward non-financial direct investment up by 26.6% YOY in Jan-Apr 10
2.36 China tightens export controls on gallium and germanium 10
2.37 China H1 foreign trade exceeds 20 trillion yuan for first time 10
2.38 Kyrgyzstan extends ban on metal scrap and waste by 6 months 10
2.39 Kazakhstan plans to extend scrap export ban by another 6 months 10
2.40 China releases plan to stabilize industrial growth for nonferrous metals 11
2.41 China approves some export licences for gallium and germanium products 11
2.42 Sichuan issues plan to peak carbon emission for industrial sector 11
2.43 China launches third round of central environmental inspections 11
3 Market Movements 12
3.1 Domestic Market 12
3.1.1 Gallium metal 99.99%min EXW D/P 12
3.1.2 Gallium metal 99.99999%min EXW D/P 13
3.2 Export Market 14
3.2.1 Gallium metal 99.99%min FOB China 14
4 Company News 15
4.1 HWATSING to invest into integrated circuit high-end equipment research and industrialization project 15
4.2 SIA: Global semiconductor industry sales down by 9.2% YOY in Nov 15
4.3 20 optoelectronic semiconductor production lines settle in Ejin Horo, Inner Mongolia 16
4.4 SIA: Global semiconductor sales hit record high in 2022 16
4.5 Ferrotec signed RMB12 billion semiconductor industry project settling in Lishui 16
4.6 CSIA responds to restrictions imposed by USA, Netherlands and Japan on China 16
4.7 Zhongjin Lingnan Danxia Smelter reduces crude gallium output 16
4.8 Shenzhen expects chip industry output value to exceed RMB120 billion by 2025 in Bao'an 16
4.9 South Korea's semiconductor exports down by 41.5% YoY in Feb 17
4.10 Haikou to build semiconductor manufacturing cluster worth RMB3.2 billion 17
4.11 SIA: Global semiconductor sales down by 18.5% YoY in Jan 17
4.12 Daxin Electronics' 6-inch IGBT power semiconductor production line project starts construction 17
4.13 Xindong Semiconductor starts third-generation semiconductor module test project 17
4.14 ASE Group plans to move 25% of SiP capacity out of Chinese mainland 17
4.15 Xindong Semiconductor starts third-generation semiconductor module test project 17
4.16 SIGC to build power semiconductor industrialization base in Xixian New Area 18
4.17 Guangxi Debao to halt gallium metal production 18
4.18 Senze Fangyuan Gallium to reduce gallium metal output 18
4.19 Luoning Zhongtianli to produce high purity indium production 18
4.20 Chalco Mining reduces gallium metal output 18
4.21 SIA: Global semiconductor sales down by over 20% YoY in Feb 18
4.22 Secote to invest RMB2.5 billion in high-end semiconductor production base project 19
4.23 Rare Earth Department of Hengdian DMEGC invites bids for gallium metal 19
4.24 Gucheng Chuangjia resumes secondary gallium production 19
4.25 Chalco Mining reduces gallium metal output 19
4.26 MIIT: China's integrated circuit production down by 14.8% YoY in Q1 19
4.27 DMEGC invites bids for gallium metal 19
4.28 DMEGC Magnetics announces bid result for gallium metal 19
4.29 Guangxi University team produces 7N high-purity gallium 19
4.30 Dongsheng Mining gets approval to develop Bayan-Uul silver-mixed metal mine project 19
4.31 DMEGC invites bids for gallium metal late August 20
4.32 DMEGC announces bid results for gallium metal late August 20
4.33 AXT's Tongmei receives initial export permits from China for gallium arsenide and germanium substrates 20
4.34 Guizhou Qiya starts to produce gallium metal 20
4.35 Guizhou Galuminium to produce gallium metal 20
4.36 Guizhou Galuminium to produce gallium metal 20
5 Producers Statistics 20
5.1 AM Stats: China's gallium metal producers' total number statistics up by 14.29% YoY in late 2023 20
5.2 AM Stats: Chinese gallium metal producers' annual production capacity up by 22.54% YOY in late Dec 2023 21
5.3 AM Stats: Chinese gallium metal producers' operating rate up by 15.74% YOY in 2023 22
5.4 AM Stats: China's gallium metal output up by 34.35% YOY in 2023 22
5.5 AM Stats: Chinese gallium metal producers' stocks was 58.88t at the end of 2023 23
6 Customs Statistics 23
6.1 Chinese gallium metal export volume down by 52.60% YoY in 2023 23
7 Supply and Demand Outlook 24
7.1 Supply Outlook 24
7.2 Demand Outlook 24
7.3 Export Outlook 24
Graph
Graph 1 The ranking and proportion of gallium resources reserves in China's provinces in 2023 4
Graph 2 Distribution of main application industry of gallium in 2023 4
Graph 3 Gallium metal 99.99%min EXW D/P price trend from 2023-01-01 to 2023-12-31 (RMB/kg) 12
Graph 4 Gallium metal 99.99%min EXW D/P price trend from 2023-01-01 to 2023-03-31 (RMB/kg) 12
Graph 5 Gallium metal 99.99%min EXW D/P price trend from 2023-04-01 to 2023-06-30 (RMB/kg) 12
Graph 6 Gallium metal 99.99%min EXW D/P price trend from 2023-07-01 to 2023-09-30 (RMB/kg) 13
Graph 7 Gallium metal 99.99%min EXW D/P price trend from 2023-10-01 to 2023-12-31 (RMB/kg) 13
Graph 8 Gallium metal 99.99999%min EXW D/P price trend from 2023-01-01 to 2023-12-31 (RMB/kg) 13
Graph 9 Gallium metal 99.99999%min EXW D/P price trend from 2023-01-01 to 2023-03-31 (RMB/kg) 13
Graph 10 Gallium metal 99.99999%min EXW D/P price trend from 2023-04-01 to 2023-06-30 (RMB/kg) 13
Graph 11 Gallium metal 99.99999%min EXW D/P price trend from 2023-07-01 to 2023-09-30 (RMB/kg) 14
Graph 12 Gallium metal 99.99999%min EXW D/P price trend from 2023-10-01 to 2023-12-31 (RMB/kg) 14
Graph 13 Gallium metal 99.99%min FOB China price trend from 2023-01-01 to 2023-12-31 (USD/kg) 14
Graph 14 Gallium metal 99.99%min FOB China price trend from 2023-01-01 to 2023-03-31 (USD/kg) 14
Graph 15 Gallium metal 99.99%min FOB China price trend from 2023-04-01 to 2023-06-30 (USD/kg) 15
Graph 16 Gallium metal 99.99%min FOB China price trend from 2023-07-01 to 2023-09-30 (USD/kg) 15
Graph 17 Gallium metal 99.99%min FOB China price trend from 2023-10-01 to 2023-12-31 (USD/kg) 15
Graph 18 Chinese gallium metal producers' annual production capacity from 2022-01 to 2023-12 (ton) 21
Graph 19 Chinese gallium metal producers' annual production capacity by province from 2022-01 to 2023-12 (ton) 21
Graph 20 Chinese gallium metal producers' operating rate from 2022-01 to 2023-12 (%) 22
Graph 21 Chinese gallium metal producers' operating rate from 2023-01 to 2023-12 (%) 22
Graph 22 Chinese gallium metal producers' monthly output from 2022-01 to 2023-12 (ton) 22
Graph 23 Chinese gallium metal producers' monthly output from 2023-01 to 2023-12 (ton) 23
Graph 24 Chinese gallium metal producers' monthly stocks from 2022-01 to 2023-12 (ton) 23
Graph 25 Chinese gallium metal producers' monthly stocks from 2023-01 to 2023-12 (ton) 23
Graph 26 Chinese gallium metal export volume from 2023-01 to 2023-12 (kg) 23
Graph 27 Chinese gallium metal export volume by countries from 2023-01 to 2023-12 (kg) 24
Table
Table 1 Gallium Product Classification from Level 1 to Level 3 in 2023 4
Table 2 The ranking and proportion of gallium resources reserves in China's provinces in 2023 (ton) 4
Table 3 Distribution of main application industry of gallium 4
Table 4 China's gallium metal 99.99%min producers' total number statistics by month from 2022-01 to 2023-12 (pcs) 20
Table 5 Chinese gallium metal producers' statistics from 2022 to 2023 21
Table 6 China's gallium metal 99.99%min producers' total number statistics by province by month from 2022-01 to 2023-12 (pcs) 21
Table 7 Chinese gallium metal producers' statistics by province from 2022 to 2023 21
Table 8 Chinese gallium metal producers' annual production capacity from 2022 to 2023 (ton) 21
Table 9 Chinese gallium metal producers' annual production capacity by province from 2022 to 2023 (ton) 22
Table 10 Chinese gallium metal producers' operating rate from 2022 to 2023 22
Table 11 Chinese gallium metal producers' average operating rate from 2022 to 2023 22
Table 12 Chinese gallium metal producers' monthly output from 2022 to 2023 (ton) 22
Table 13 Chinese gallium metal producers' monthly output from 2022 to 2023 (ton) 23
Table 14 Chinese gallium metal producers' monthly average stocks from 2022 to 2023 (ton) 23
Table 15 Chinese gallium metal producers' monthly average stocks from 2022 to 2023 (ton) 23
Table 16 Chinese gallium metal export volume from 2023-01 to 2023-12 (kg) 24
Table 17 Chinese gallium metal export volume by countries from 2023-01 to 2023-12 (kg) 24
