Functional applications of diamonds may usher in an explosive period, and leading companies are accelerating the layout of new blue oceans
Diamonds, with their high light transmittance, ultra-high hardness and chemical stability, are leaping from traditional industrial fields to high-end optoelectronic fields, becoming core materials in the fields of cultured diamonds, high-power lasers, infrared detection, semiconductor heat dissipation, etc. With breakthroughs in production technology and cost reduction, the boundaries of diamond functional applications are constantly expanding, and industries such as consumer electronics and new energy also regard it as a key solution to the problem of heat dissipation. The market predicts that the scale of the functional diamond market will usher in exponential growth, and domestic leading companies are scrambling to seize the technological high ground, opening a new round of industrial competition.
In recent years, the maturity of MPCVD (microwave plasma chemical vapor deposition) technology has become the core engine for promoting the functional application of diamonds. This technology can efficiently prepare high-purity, large-size diamond materials, providing basic support for semiconductor heat dissipation, optical windows, chip heat sinks and other scenarios. For example, electronic-grade diamond heat sinks can effectively solve the heat dissipation bottleneck of high heat flux density scenarios such as 5G chips and high-power devices, while optical-grade diamonds are used in laser windows, infrared detection and other fields, with performance far exceeding that of traditional materials.
1. SINOMACH Seiko: Targeting electronic-grade diamonds and increasing investment in high-value tracks
SINOMACH Seiko has invested 380 million yuan in its Xinjiang subsidiary and 378 million yuan in equipment to build functional diamond pilot and mass production lines, focusing on breakthroughs in heat sinks, semiconductor materials and other directions. Its MPCVD technology has achieved a leap from laboratory to million-level sales, and this business may become a core growth pole in the next 3-5 years.
2. Sifangda: Full-chain layout, super factory put into production
Sifangda has built a full industry chain of “equipment research and development-synthetic processing-terminal sales”, and its annual production line of 700,000 carats of functional diamonds is expected to be put into trial production in 2025. Its products cover ultra-precision tools, optical-grade materials and semiconductor heat dissipation devices. In 2023, its 200,000 carat production line will be in stable operation, and the process of technological industrialization will lead the industry.
3. Power Diamond: Mass production of heat dissipation materials, entering the semiconductor track
Relying on the provincial scientific research platform, Power Diamond has made efforts in the fields of third-generation semiconductors, new energy, etc. Its diamond heat dissipation project has entered the mass production stage and has become a strategic reserve business. Chairman Shao Zengming said that the company will deepen its application exploration in cutting-edge fields such as 5G/6G communications and photovoltaics.
4. Huifeng Diamond: Extension of the main business of micropowder to open up consumer electronics scenarios
Huifeng Diamond has developed diamond micropowder composite materials and applied them to mobile phone back panel coatings to improve wear resistance and thermal conductivity. In 2025, it plans to focus on expanding new fields such as semiconductors and optics to cultivate diversified growth points.
5. Wald: Functional materials become the second growth curve
Wald has initially formed a commercial closed loop from CVD equipment to terminal products. Its products such as boron-doped diamond electrodes and pure CVD diamond diaphragms have entered the promotion stage. The technology breakthrough of large-size heat sinks (maximum Ø200mm) is remarkable, and it is expected to gradually increase in volume in the next few years.
With the explosion of downstream demand and technological iteration, diamond functional materials are moving from “laboratory materials” to “industrial rigid needs”. The demand for semiconductor heat dissipation, optical devices, high-end manufacturing and other fields has surged, and the industry is expected to enter a golden period of development with the support of policies for third-generation semiconductors. According to industry estimates, the market size of semiconductor heat dissipation materials alone may exceed 10 billion yuan in the next five years, and leading companies have already taken the first-mover advantage through self-developed equipment, capacity expansion and full-chain layout. This material revolution named “diamond” may reshape the competitive landscape of high-end manufacturing.
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