What Jiangsu Nata Opto-electronic Material does

Jiangsu Nata Opto-electronic Material Co., Ltd. (江苏南大光电材料股份有限公司, ticker 300346.SZ) is a China-based specialty electronic materials manufacturer founded in 2000 and publicly listed on the Shenzhen Stock Exchange ChiNext Board since August 2012. The company originated from the national 863 Program in 1987 through Professor Sun Xiangzhen's MO source research at Nanjing University, and has built a 36-year R&D track record focused on three core product lines: (1) precursor materials including metal-organic (MO) sources such as trimethylgallium (TMGa), trimethylindium (TMIn), trimethylaluminum (TMAl), triethylgallium (TEGa), silicon precursors, and ALD/CVD precursors; (2) electronic specialty gases including high-purity arsine (AsH3), phosphine (PH3) and phosphine safety sources, nitrogen trifluoride (NF3), sulfur hexafluoride (SF6), and boron trifluoride; and (3) photoresist materials including 193nm ArF photoresist and supporting chemicals (thinners, HMDS). The company holds seven "China First" product designations and has scaled to global top-tier capacity rankings — No. 1 globally in arsine purity (7N) and capacity, No. 2 globally in phosphine, and No. 3 globally in NF3.

The company operates an integrated manufacturing footprint spanning five mega-sites in China — Suzhou (HQ/R&D, 30,000 sqm), Quanjiao (world's largest MO source and high-K TMA base, 160,000 sqm), Ningbo (photoresist, 90,666 sqm), Zibo (fluorine-based gases, 100,000 sqm), and Ulanqab (fluorosilicate base, 250,000 sqm) — plus a North American sales and technical service subsidiary (Sonata LLC, Fairfield, Connecticut). Its go-to-market is enterprise direct sales to semiconductor, LED, OLED/display, photovoltaic, compound semiconductor, petrochemical, and power industry manufacturers. Customer acquisition is gated by lengthy technical qualification processes (e.g., 193nm ArF photoresist verification by storage and logic chip makers), and named enterprise customers include SMIC, Hua Hong Semiconductor, BOE, CSOT, and HKC, several of which have awarded "Excellent Supplier" status.

The company monetizes exclusively through B2B hardware sales of these high-purity materials at quote-based pricing tied to product grade, purity, and contract terms — pricing is not publicly disclosed. Revenue concentration is in advanced-node semiconductor materials, with Q1 2022 revenue of approximately 411M RMB (+94.67% YoY) and net profit of approximately 80.67M RMB (+89.38% YoY), implying an annualized run-rate above 1.5B RMB. Strategic capability has been built through three significant inorganic moves: the 2019 acquisition of Shandong Feiyuan Gas (entry into fluorine-based gases, scaling NF3 to 4,000 tons and SF6 to 3,000 tons), the December 2020 cross-border acquisition of 19 DuPont patents including 6 world-first precursor technologies, and the introduction of Dow Chemical's high-K trimethylaluminum production line in 2017 (operational 2020). Recent product launches include self-developed TMA (May 2022) and verified domestic 193nm ArF photoresist (2021), both addressing China's "neck-sticking" import-dependency challenges in semiconductor materials.

Name

Jiangsu Nata Opto-electronic Material

Legal name

江苏南大光电材料股份有限公司

Website

https://natachem.com

Company type

Public

Founded year

2000

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Jiangsu Nata Opto-electronic Material manufactures high-purity electronic materials — MO source precursors, electronic specialty gases (arsine, phosphine, NF3, SF6), and 193nm ArF photoresist — for semiconductor, LED, OLED display, photovoltaic, and compound semiconductor manufacturers globally.

Ownership category

akta.pro rank

Product category

Electronic Specialty Materials / Semiconductor Materials

NAICS

Semiconductor and Other Electronic Component Manufacturing (3344), Paint and Coating Manufacturing (325510)

SIC

Industrial Inorganic Chemicals (2810), Industrial Organic Chemicals (2860)

akta.pro primary industry

Thin-Film Deposition Materials (PVD/CVD/ALD Targets & Precursors) (HDAHAGAH)

akta.pro secondary industry

Display & Optoelectronics Chemicals (OLED/LCD materials, polarizer chemicals) (IMAEAKAN)

Keywords

• Electronic specialty gases
• MO source precursors
• Photoresist materials
• High-purity electronic materials
• Semiconductor materials

Headquarters

HQ city

Suzhou

HQ country

China

HQ region

Asia

Offices8 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Operations, Personnel, Infrastructure

Revenue model

1. High-Purity Electronic Materials Sales: The company manufactures and sells high-purity electronic materials including precursor materials (MO源), electronic specialty gases, and photoresist with supporting materials to semiconductor, LED, display panel, photovoltaic, and other electronics manufacturers. Revenue is generated through direct product sales to industrial customers, with pricing based on product grade and purity specifications.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Jiangsu Nata Opto-electronic Material Co., Ltd. (江苏南大光电材料股份有限公司) manufactures and sells high-purity electronic specialty materials, including MO source precursors for LED and semiconductor applications, electronic specialty gases, and photoresist. The company serves downstream integrated circuit, LED, and flat-panel display manufacturers as a domestic supplier of critical upstream electronic materials.

Product overview

Jiangsu Nata Opto-electronic Material (南大光电) is a high-purity electronic materials company with three core business segments: precursor materials (including MO源 products like TMGa, TMIn, TMAl, TEGa, and silicon precursors for ALD/CVD), electronic special gases (including NF3, SF6, PH3, AsH3, BF3), and photoresist materials (193nm ArF photoresist and supporting chemicals like HMDS and thinners). The company operates as an integrated materials platform serving semiconductor, LED, display, photovoltaic, and compound semiconductor industries. Products are sold globally to customers in IC manufacturing, compound semiconductor fabrication, LED production, FPD/OLED displays, and photovoltaic sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• MO Source Precursor Materials High-purity metal-organic (MO) precursor materials used in MOCVD epitaxy processes for LED and compound semiconductor manufacturing. Sold to LED epitaxy producers and compound semiconductor fabs.
• Electronic Specialty Gases High-purity electronic specialty gases used in semiconductor fabrication and display manufacturing processes. Sold to semiconductor fabs and display panel manufacturers.
• Photoresist Materials Photoresist materials used in lithography processes for semiconductor and display manufacturing. Sold to semiconductor fabs and display panel manufacturers.

Quantifiable outcome

• 193nm ArF photoresist passed verification by storage and logic chip manufacturers — first domestic product to achieve this milestone
• +5 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Four partnerships are on record, tiered core and foundational.

• DuPont Group (杜邦集团)coreTechnology or Integration · 1 December 2020In December 2020, the company cross-border acquired 19 patent asset groups from DuPont Group, of which 6 technologies are world-first technologies. This acquisition propelled the company into the ranks of internationally leading precursor materials enterprises.
• ASMLcoreTechnology or Integration · 1 April 2020In April 2020, the company became China's first electronic materials private enterprise to purchase an ASML 193nm immersion lithography machine, marking a critical milestone for the company's photoresist industry advancement.
• Dow Chemical (陶氏化学)coreTechnology or Integration · 1 January 2017In November 2017, the company introduced Dow Chemical's high-K trimethylaluminum production line. The line officially commenced production in October 2020, playing a critical materials supplier role in the development of high-end semiconductors.
• Nanjing University (南京大学)foundationalStrategic or Co-development Partner · 1 January 1987The company's founder Professor Sun Xiangzhen (孙祥祯) transferred MO源 technology from Nanjing University. The company's origin traces to Professor Sun's MO源 research project included in the national '863 Plan' in 1987. The company was ultimately formed from this university technology transfer.

Scale indicators12 records

Recent moves11 records

Expansion highlights7 records

Direct peers

• JSR Corporation: Japan-based photoresist manufacturer with deep presence in ArF immersion and EUV photoresists for leading-edge logic and memory fabs. Direct competitor to Nata's ArF photoresist and a benchmark for advanced lithography materials qualification globally.
• Sumitomo Chemical: Japan-based diversified chemical company with a significant Electronic Materials division producing photoresists, OLED materials, and compound semiconductor materials. Direct competitor to Nata in ArF photoresist and OLED materials for display applications.
• Air Liquide: France-based global industrial gas major with an Electronics & Semiconductor business supplying NF3, SF6, AsH3, PH3, and other electronic specialty gases to chipmakers and display manufacturers. Competes directly with Nata's fluorine-based and hydrogen-based electronic gas portfolio globally.
• Hyosung Chemical: Korea-based manufacturer of high-purity specialty gases including NF3, SF6, and HF for semiconductor and display industries. Competes with Nata in the Asian electronic specialty gas market and ranks alongside Nata as one of the regional challengers to global gas majors.
• Merck KGaA: Germany-based global electronic materials leader. Through its Electronics business (formerly Versum Materials), Merck produces photoresists, ALD/CVD precursors, specialty gases, and delivery systems serving the same semiconductor and display customers. Direct overlap with Nata across photoresist, precursors, and specialty gases.
• Tokyo Ohka Kogyo (TOK): Japan-based photoresist and electronic materials manufacturer producing ArF, KrF, and i-line photoresists plus semiconductor process chemicals. Competes directly with Nata in photoresist and serves many of the same foundry and memory customers.
• Shin-Etsu Chemical: Japan-based chemical company and the world's largest supplier of photoresist (including ArF and EUV grades) for advanced semiconductor lithography. Competes directly with Nata's newly-qualified 193nm ArF photoresist at advanced node fabs globally.
• Entegris: USA-based specialty materials and equipment supplier for semiconductor manufacturing, producing high-purity gases, photoresist delivery systems, and filtration. Serves the same fab customers as Nata with adjacent materials and is a relevant peer for benchmarking electronic materials commercialization at advanced nodes.
• Linde plc: UK/Germany-based global industrial gas major with an Electronic Materials division supplying high-purity specialty gases (NF3, SF6, dopants) and gas delivery systems to semiconductor fabs worldwide. Direct competitor in the electronic specialty gas category where Nata holds global No. 3 NF3 capacity.
• SK Specialty: Korea-based subsidiary of SK Group producing high-purity specialty gases (NF3, SF6, NH3) and precursors for semiconductor fabs, particularly serving Korean memory leaders Samsung and SK Hynix. Asia-Pacific peer with overlapping NF3/SF6 capacity that competes with Nata's fluorine-based gas business.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jiangsu-nata-opto-electronic-material-co-ltd

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jiangsu Nata Opto-electronic Material