弥费科技缪峰：用智能天车系统助力晶圆“智”造

Core Viewpoint - The article highlights the significant advancements and market position of Yifei Technology in the Automated Material Handling System (AMHS) sector, particularly in the semiconductor industry, emphasizing the urgency for domestic development in light of international export controls and the company's innovative product offerings [2][3][4]. Company Overview - Yifei Technology, established in 2014, has become a leading AMHS provider in China, focusing on the semiconductor manufacturing sector. The company has developed a comprehensive range of products, including software and hardware solutions, and has successfully entered nearly 50 global wafer fabs [4][6]. - The company has completed three rounds of financing, raising over 500 million yuan, which has significantly bolstered its growth and market presence [6]. Product Innovation - The newly launched SKYSAIL series of AMHS products features enhanced precision and stability, with performance metrics that align with or surpass those of leading international suppliers. The system's straight-line speed is reported to be 5.5 meters per second, the highest in the industry, and its body thickness is only 895mm, making it thinner than both previous models and competitors [4][5]. - Yifei Technology has developed a complete and efficient domestic supply chain, allowing for rapid product iteration and innovation, leveraging AI-driven design and simulation modeling [5][6]. Market Position and Growth Potential - Yifei Technology currently holds over 70% of the domestic semiconductor AMHS market share and aims to rank among the top three globally. The global AMHS market was valued at approximately $3.2 billion in 2022 and is projected to grow to $3.7 billion by 2025, while the Chinese market is expected to increase from $700 million in 2022 to $1.1 billion by 2025 [6][7]. - The demand for AMHS is expected to rise due to advancements in semiconductor manufacturing processes, increased production capacity for 12-inch wafers, and growing automation needs in factories [7].