清溢光电：150nm工艺掩膜版已实现小规模量产

Core Viewpoint - Qingyi Optoelectronics (688138.SH) is focusing on expanding its semiconductor mask business, which currently accounts for approximately 20% of its revenue, while also maintaining its leading position in the flat panel display mask market [1][5]. Group 1: Business Overview - The total investment in the Foshan production base is 3.5 billion yuan, with 2 billion yuan allocated for high-precision flat panel display mask production and 1.5 billion yuan for high-end semiconductor mask production [1]. - The company has achieved mass production of semiconductor masks for the 180nm process node and small-scale production for the 150nm process node, while also developing masks for 130nm-65nm PSM and OPC processes, as well as planning for 28nm semiconductor masks [5]. Group 2: Market Position and Strategy - Qingyi Optoelectronics aims to maintain its leading market share in the domestic flat panel display mask market and strives to rank among the top three globally, while accelerating the fulfillment of domestic substitution demands in the semiconductor mask sector [6]. - The company emphasizes the significant potential for domestic substitution in semiconductor masks, with current self-sufficiency at around 10%, and plans to enhance local supply capabilities and supply chain security through technological upgrades and capacity expansion [5][6]. Group 3: Customer Base and Future Outlook - Key customers in the semiconductor mask business include BYD Semiconductor and Chiplink Integration, with some client information restricted due to confidentiality agreements [5]. - The company believes that the increasing demand for domestic mask substitutes from local wafer fabs will lay a solid foundation for future business growth [5].