半导体设备新星新凯来订单额超百亿

Core Insights - Shenzhen-based semiconductor equipment company Xinkailai has over 10 billion yuan in orders, with clients including major wafer fabs like SMIC and Changjiang Storage [1][2] - Xinkailai's revenue is projected to reach 4.5 billion yuan in 2023, 7.5 billion yuan in 2026, and 16.9 billion yuan in 2028, with a profit of 2 billion yuan expected in 2027 [1] - The company aims to produce 100% domestically manufactured semiconductor production equipment, responding to national security concerns regarding overseas chip restrictions [1][3] Company Development - Xinkailai is preparing for mass production, which is expected to significantly benefit upstream domestic semiconductor supply chain companies [2] - The company has developed a range of high-end process equipment, covering all aspects of semiconductor manufacturing, and is compared to a combination of leading domestic firms [3][4] - Xinkailai has established deep partnerships with leading wafer fabs, facilitating rapid iteration from R&D to mass production [4] Market Context - The Chinese semiconductor equipment market is projected to reach $49.6 billion in 2024, with a year-on-year growth of 35% [3] - Despite the growth, the domestic production rate for key equipment remains low, particularly for advanced processes [3] - Shenzhen's semiconductor industry is being bolstered by state investment, with new wafer fabs being established to support various segments of the semiconductor market [4]