Recently, the chip industry has been widely concerned. At the same time, as an important part of the chip industry, water treatment in the chip industry has become a hot spot in the industry. Water treatment in chip industry mainly includes two demands: one is the production of ultra pure water for core making, and the other is the treatment of waste water for core making.

This is because the chip production process requires high water quality, the quality of ultra pure water directly affects the chip effect, but the reuse rate of ultra pure water is not high, so there is a huge demand for high-quality ultra pure water. At the same time, in October 2017, the introduction of the new version of "emission standard of pollutants for electronic industry" raised indicators such as cod from 100mg / L of the old standard to 60mg / L, which forced chip enterprises to improve the level of wastewater treatment.

In recent years, the number of chip enterprises in China has increased rapidly. In 2015, the number of IC design enterprises in China was only 736, and by 2016, the number had increased to 1362. According to the introduction of integrated circuit industry experts, the investment of a single chip and LCD panel production line will generally reach 10 billion yuan, and the related water system will directly affect the quality and performance of products, so customers have very high requirements for the performance and experience of suppliers of ultra pure water and wastewater system. In the two major industries, the investment required for ultra pure water system and wastewater treatment system accounts for about 2% to 3% of the total project investment, and the total market will exceed 10 billion yuan.

Although the chip water market is very attractive and there are many related enterprises in the industry, in fact, the enterprises that do chip water in the market are mainly concentrated in the low-end market, and the enterprises that can do high-end ultra pure water business are rare. Because of the huge investment in the production of high-quality ultra pure water and the slow development of the chip industry, few institutions are willing to invest a lot of capital to wait for profits before the challenge of industry upgrading really comes. But long time investment also means long project cycle. Once water treatment enterprises win a bid for a project, it is easy to achieve long-term and stable cooperation and occupy a place in the market.

The chip industry has the characteristics of periodicity and long-term growth. Recently, under the influence of cyclical factors such as 5g large-scale construction and the continuous policy of putting the development of integrated circuit industry in the first place in the development of real economy in the 18 year government work report, the chip industry will usher in a wave of rapid growth, Combined with the industry requirements of new and existing electronic industry enterprises to implement new water pollutant emission limits from 2019 and 2021 respectively, the water treatment market as a supporting chip will also enter a period of rapid growth.

For the chip water treatment market, we need to pay attention to the technical elements first, and the technical standards are improving. Not only the requirements of the national standard for electronic grade water, which was implemented in 2014, are increased, and the indicators of iron and lead are added, but also the requirements of the latest national standard for electronic industrial wastewater, which is to be implemented, are also increased, and the indicators of total chromium and other pollutants are added, Water treatment enterprises will face more and more technical challenges. Secondly, we need to pay attention to capital elements, and the stringent requirements of the chip companies for the advanced nature and stability of the equipment and the longer certification period also pose a higher challenge to the financial strength of the water treatment enterprises. Finally, the service capacity will become the key to achieve stable income. The domestic chip industry is becoming more and more agglomerative. In the north, Shanghai, Shenzhen and other agglomerative markets, who has strong regional service capacity and who will monopolize the chip water treatment market will lay a good foundation for stable income in the future.