打破MEMS探针卡的国外垄断，强一股份登陆科创板上市

Core Viewpoint - Qiangyi Semiconductor (Suzhou) Co., Ltd. has successfully passed the initial public offering review for the Sci-Tech Innovation Board, marking a significant milestone as the only domestic company to enter the global top ten semiconductor probe card manufacturers [1][3]. Company Overview - Qiangyi Semiconductor specializes in MEMS probe card manufacturing technology and has the capability for mass production and sales, breaking the monopoly of foreign manufacturers in this field [1][10]. - The company has delivered over 2,800 MEMS probe cards, meeting diverse testing needs of various clients [3]. Market Position - Qiangyi Semiconductor ranks ninth in the global semiconductor probe card industry in 2023 and is projected to rise to sixth place in 2024, making it the only mainland Chinese company in the global top ten [4][10]. - The global semiconductor probe card market is expected to reach $26.51 billion in 2024 and grow to $39.72 billion by 2029, indicating a robust growth trajectory [7]. Financial Performance - In 2024, Qiangyi Semiconductor reported revenue of 641.36 million yuan, a significant increase from 354.44 million yuan in 2023 and 254.16 million yuan in 2022 [6]. - The net profit attributable to shareholders reached 233.10 million yuan in 2024, up from 18.66 million yuan in 2023 and 15.62 million yuan in 2022 [6]. R&D and Innovation - The company has invested 78.54 million yuan in R&D in 2024, representing 12.25% of its revenue, showcasing a commitment to innovation and technology advancement [6]. - As of September 30, 2025, Qiangyi Semiconductor holds 24 core technologies and has been granted 182 patents, including 72 domestic invention patents and 6 foreign invention patents [10]. Industry Context - The semiconductor probe card industry is crucial for the semiconductor sector, impacting chip yield and manufacturing costs, thus playing a vital role in the overall supply chain [3][11]. - The domestic demand for probe cards is increasing due to the rapid growth of China's semiconductor industry and the need for supply chain security, accelerating the process of domestic substitution [10][11].