刻蚀设备采购观察：国产中标占比超九成

Core Viewpoint - The procurement demand for etching equipment in domestic universities and research institutions is strong, with over 90% of contracts awarded to domestic brands, highlighting the competitive edge of local manufacturers in the semiconductor and micro-nano processing sectors [1][4]. Group 1: Procurement Demand - In December 2025, multiple universities and research institutions in China announced procurement results for etching equipment, indicating a sustained increase in demand for equipment in semiconductor, micro-nano processing, and materials research fields [2][3]. - The main procurement entities include Nanjing University of Posts and Telecommunications, Shanghai Jiao Tong University, Beijing Institute of Technology, Huazhong University of Science and Technology, Zhejiang University, and research institutes under the Chinese Academy of Sciences [3]. Group 2: Domestic Brand Performance - Among the 29 contracts reported, domestic brands won 27, accounting for over 90% of the total, demonstrating significant market dominance [4]. - North China Innovation (北方华创) emerged as the largest winner, securing 11 contracts across various etching processes, while Edvance (埃德万斯) also gained orders in the ion beam etching sector, indicating growing recognition of domestic high-end etching equipment [5][6]. Group 3: Import Market Dynamics - Imported brands, while fewer in number with only 2 contracts, are concentrated in high-priced or technically specialized equipment markets, such as ThermoFisher and SENTECH [4][6]. - The procurement guidelines for some projects explicitly state that imported products are not accepted, further favoring domestic manufacturers [5]. Group 4: Notable Contracts and Equipment - The highest contract value was for the "multi-chamber deep silicon etching machine" from North China Innovation, totaling 94.36 million yuan for 2 units, indicating significant investment in high-performance equipment for advanced applications [6]. - Other notable contracts include the Talos F200S G2 from ThermoFisher at 5.58 million yuan and various systems from North China Innovation, showcasing a broad spectrum of equipment from basic teaching tools to cutting-edge research devices [6].