Driven by national export control policies, the development prospects of the gallium phosphide (GaP) industry are promising

Gallium phosphide (GaP) refers to a group III-V compound artificially synthesized from the group IIIA element gallium (Ga) and the group VA element phosphorus (P). Gallium phosphide appears as an orange-red transparent crystal and can be doped with oxygen, chromium, iron and other elements. As a common semiconductor material, it has broad application prospects in the fields of optical communications, optoelectronics, photodetectors, solar cells, LED display devices and other fields. .

Gallium phosphide single crystal and gallium phosphide epitaxial materials are gallium phosphide end products. Gallium phosphide single crystal is usually made by directional solidification method, Czochralski method, high-pressure LEC method, and synthetic solute diffusion method. It has the advantages of long service life, high thermal conductivity, and high surface hardness, and can be used to make solid light-emitting devices; gallium phosphide Epitaxial materials are usually produced by vapor phase epitaxy or liquid phase epitaxy, and can be used to make light-emitting diodes with low power consumption and high brightness. In the future, with the increasing application demand for gallium phosphide single crystal and gallium phosphide epitaxial materials, the prosperity of my country’s gallium phosphide industry will continue to increase.

In recent years, the government has introduced many policies to protect the security of national strategic minerals. On July 3, 2023, the Ministry of Commerce and the General Administration of Customs issued the “Announcement on the Implementation of Export Controls on Gallium and Germanium Related Items”. The document clearly mentioned that starting from August 1, 2023, my country’s gallium phosphide, metal The export of gallium-related items such as gallium, gallium arsenide, and gallium selenide is prohibited. my country is the world’s largest gallium producer, and the United States, Japan, South Korea, Germany and other countries are my country’s main gallium exporters. In the future, with the official implementation of export control policies, the development speed of my country’s gallium phosphide-related industries will accelerate.

According to the “2023-2028 China Gallium Phosphide (GaP) Industry Market In-depth Research and Development Prospects Forecast Report released by the Industrial Research Center 》shows that as a second-generation semiconductor material, the gallium phosphide industry has promising development prospects. It has excellent performance and is widely used in optical communications, optoelectronics, photodetectors, solar cells, LED display devices and other fields. In the field of solar cells, gallium phosphide has the advantages of high photoelectric conversion efficiency, good electrical performance, and low production cost. In recent years, the development of my country’s photovoltaic power generation industry has accelerated, driving the continuous expansion of the solar cell market space, which provides favorable conditions for the development of the gallium phosphide industry.

The main players in my country’s gallium phosphide market include Youyan New Materials, Keshengda Optoelectronics, Huamao New Energy, etc. Youyan New Materials is one of the earliest companies in my country to develop and apply gallium phosphide single crystals. Currently, the company has reached cooperation with many well-known semiconductor companies in my country to supply products in batches.

Industry analysts said that as a common semiconductor material, gallium phosphide is widely used in solar cells, LED and other fields, and will be accompanied by downstream industries in the future. As the development speed accelerates, its market space will be further expanded. It is expected that in the future, with the gradual implementation of national export control policies, the development trend of my country’s gallium phosphide industry will continue to improve.