天下工厂产业研究院 天下工厂产业研究院

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Reports

China Industrial Valve 2026 — Breaking Through in Nuclear Ball Valves and LNG Cryogenic Valves

Driven by batch nuclear power construction, rapid LNG expansion, hydrogen energy development, and semiconductor capacity growth, China's industrial valve industry is accelerating its transformation from mid- to low-end general components toward high-end categories such as nuclear-grade ball valves, LNG cryogenic valves, hydrogen-station valves and semiconductor specialty valves.

Reports

China Machine Vision Algorithm SDK 2026 — From HALCON Dominance to VisionMaster's Domestic Rise

An in-depth analysis of China's industrial machine vision SDK market: from HALCON's historical dominance to the rise of domestic SDKs like VisionMaster and VisionWARE, covering FY2025 financial data, AI vision emerging scenarios, business model evolution, and 2030 forecasts.

Reports

China Electronic-Grade High-Purity Silicon Chemicals 2026 — Closing the Loop on TEOS, HMDS and Polysilicon Precursors

A comprehensive deep dive into China's electronic-grade silicon-based chemicals industry across eight product categories (TEOS, HMDS, high-purity polysilicon, silane coupling agents, D4, high-purity quartz sand, electronic-grade SiO2, and silicone gels): global landscape, supply chain structure, investment analysis, domestic-substitution profiles, and future trends.

Reports

China Industrial Ceramics 2026 — From Alumina and Silicon Nitride to Semiconductor Wafer Carrier Breakthroughs

A comprehensive 2026 research report on China's advanced ceramics industry, covering alumina, silicon nitride, aluminum nitride, silicon carbide, and sapphire material systems; semiconductor electrostatic chucks and wafer carriers; power module substrates; 5G filter ceramics; domestic substitution progress; and Tianxia Gongchang factory database insights.

Reports

China MEMS Sensors 2026 — From Consumer Acoustics to Industrial Inertia: A Dual-Track Domestic Breakthrough

An in-depth analysis of China's MEMS sensor industry covering acoustic, inertial, pressure, RF, optical, and bio-MEMS categories: global competitive landscape, domestic substitution tiers, supply chain depth, key player profiles, investment trends, and 2026–2030 forecasts grounded in data from 4.8 million factories.

Reports

China PCB Substrate CCL Copper Clad Laminate 2026 — From General FR-4 to High-Frequency, High-Speed and Package Substrate Breakthroughs

Deep research on the global CCL copper clad laminate market in 2026: AI server-driven high-speed CCL boom, Shengyi M9 NVIDIA certification breakthrough, ABF substrate supply gaps, domestic substitution tiers and M&A landscape.

Reports

China's Industrial Tape 2026 — The Localization Climb from Release Films to High-End OLED Membrane Materials

A systematic review of China's industrial tape industry covering PSA tape, release films, OCA optical adhesives, and OLED process films — mapping the supply chain, competitive landscape, domestic substitution trajectory, and structural opportunities through 2028.

Reports

China EDA Software Industry 2026 — From Synopsys Triopoly to the Domestic Trio of Empyrean, Primarius & Broadway Tech

A comprehensive analysis of the global EDA triopoly's dominance, the technical roadmaps and financials of China's leading domestic EDA companies (Empyrean, Primarius, Broadway Tech, Xinyuazhang), the impact of US export controls, Big Fund III catalysis, AI-EDA trends, and the realistic progress of domestic substitution with a 2030 outlook.

Reports

China Semiconductor Photoresist 2026 — A Five-Generation Climb from i-line, KrF, ArF to EUV

A comprehensive deep dive into China's semiconductor photoresist industry: five-generation technology evolution (g-line/i-line/KrF/ArF/EUV), Japan's global monopoly, domestic breakthroughs by Nanda Optoelectronics, Tongcheng/Beijing Kechuang, and peers, plus the 2026 localization roadmap and risk assessment.

Reports

China Precision Bearing and Ball Screw Industry 2026 — The Precision Lifeline of Machine Tools, Robots and EV Powertrains

A panoramic 2026 report on China's precision bearing and ball screw industry: domestic substitution tiers, upstream bearing steel, precision grinding, six downstream battlefields (machine tools, robots, wind power, high-speed rail, EV, semiconductors), planetary roller screws in humanoid robots, and supply-chain insights from 4.8 million verified factory records.

Reports

China Machine Vision Core Components 2026 — Localization Map for Industrial Cameras, Lenses, Light Sources, and Frame Grabbers

A comprehensive 2026 analysis of China machine vision core components—industrial cameras, optical lenses, LED light sources, frame grabbers, and 3D vision modules—covering market sizing, a four-tier localization map, key players, and technology trends across the full supply chain.

Reports

China Electronic Specialty Gases 2026 — Semiconductor Localization Breakthrough at the Critical Chokepoint

Electronic specialty gases are strategic consumables in semiconductor manufacturing, with prices multiples of gold by weight. In 2026, two major Japanese WF6 suppliers permanently exited due to China's tungsten export controls, handing China the fastest single-category global share restructuring in ESG history. This report covers NF3/WF6/SiH4 category dynamics, 8 A-share listed companies, three-tier localization progress, and a 5-year trend analysis anchored to June 18, 2026.