Zirconia has superior performance and a wide range of applications, with great potential for development in the field of consumer electronics.
Nanocomposite zirconia has physical properties such as high strength, high temperature resistance, wear resistance, thermal insulation, and adjustable expansion coefficient, as well as excellent chemical properties such as corrosion resistance, sensitivity to oxygen concentration differences, high conductivity, and outstanding nano properties such as large specific surface area, high processing accuracy, and strong oxygen storage capacity. It is widely used in structural devices, oxygen sensors, and other fields, as well as in dental materials, electronic products, artificial joints, and many other fields; Especially in the context of the booming layout of the next generation of backboards in consumer electronics, ceramic materials have great potential for development.
Mobile phone backplates and smart wearable devices are expected to usher in the era of zirconia ceramics.
Ceramic materials combine the characteristics of glass such as differentiated appearance, no signal shielding, high hardness, and have excellent heat dissipation similar to metal materials. In addition, their unique ceramic texture, wear resistance, and skin friendly properties make them very suitable for use in wearable devices and mobile phone backplates.
With the launch of zirconia ceramic backplate phones by well-known domestic mobile phone manufacturers such as Gionee, Huawei, Xiaomi, etc., the market heat is gradually increasing, opening the curtain for zirconia infiltration into mobile phone backplate materials. At present, the penetration rate of ceramic materials in the field of mobile phone backboards is still relatively low. It is expected that with the improvement of product yield and cost reduction, it will usher in a broad market space and good development prospects.
The intensification of aging and consumption upgrading will lead to an increase in the penetration rate of zirconia dentures and a broad market space.
Zirconia ceramic materials are widely used in the field of dental restoration due to their excellent biological properties, aesthetics, and stability. With the intensification of global aging and the improvement of living standards, as well as the increasing attention to teeth whitening issues, the global denture market continues to expand in size. According to data from the Dental Industry Association, the consumption scale of dentures in China was 5.7 billion yuan in 2015, and it is expected that the domestic denture market will reach 7.3 billion yuan in 2020. At the same time, the penetration rate of zirconia ceramics in denture materials is expected to further increase. Optimistically estimated, the market space for zirconia in the field of prosthetic tooth production in China will increase from 1.5 billion yuan in 2015 to over 2 billion yuan in 2020.
Investment advice: Guoci Materials (38.190, -1.61, -4.05%) will benefit from the expansion of demand for zirconia.
**The manufacturers of nanoscale composite zirconia powder are mainly concentrated in Japan, Europe, and America, with the main manufacturer being TOSOH from Japan** Rare earth elements, as well as Saint Gobain and Rodia in Europe.
Guoci Materials has broken through foreign technological monopolies, mastered advanced production technology, achieved industrial production of nanoscale composite zirconia, and actively explored the market, gradually replacing imports with products. The company is capable of industrializing the production of nanoscale materials through hydrothermal methods, with a clear advantage in technological advancement, which will directly benefit from the growth in demand for zirconia.
