Core Viewpoint - The article highlights the growth and innovative business model of Shengke Nano, a leading third-party semiconductor testing laboratory in Suzhou, which has adopted a "Labless" approach to meet the increasing demand for specialized testing services in the semiconductor industry [1][3]. Company Overview - Shengke Nano was established in 2004 in Singapore and became Southeast Asia's largest third-party chip testing laboratory by 2011. The company was founded in Suzhou in 2012 by Li Xiaomin, who identified a growing need for specialized testing as the domestic semiconductor industry advanced [4]. - The company has developed a unique "Labless" business model, similar to the "Fabless" model in semiconductor manufacturing, allowing semiconductor firms to outsource testing and analysis to specialized third-party laboratories [1][3]. Financial Performance - Shengke Nano's revenue has shown significant growth, with figures of approximately 168 million yuan in 2021, 287 million yuan in 2022, and 394 million yuan in 2023. Corresponding net profits were 27.5 million yuan, 65.6 million yuan, and 98.5 million yuan, respectively [2]. - The company currently possesses analysis instruments valued at around 800 million yuan and is actively expanding its production capacity through strategic partnerships with top global analysis instrument suppliers [2]. Market Trends - The "Labless" model is gaining traction in the semiconductor industry, driven by the increasing complexity of semiconductor technology and the rising costs associated with in-house laboratory setups [1][3]. - Shengke Nano aims to replicate the success of TSMC, which took nearly 40 years to become a leader in the chip foundry industry, by leveraging its "Labless" model to enhance the efficiency and performance of semiconductor research and development [3]. Future Outlook - Shengke Nano projects that its revenue for the first quarter of 2025 will reach between 110 million to 120 million yuan, representing a year-on-year growth of 26.78% to 38.31% [2]. - The company is positioned to play a crucial role in the ongoing advancement of the semiconductor industry, particularly as the demand for specialized testing services continues to rise [4].
胜科纳米：坚守独立赛道 创造增量市场