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深科达亮相SEMICON China 2025,半导体设备国产化再提速
在应对全球化竞争方面,深科达表现出清晰的战略节奏。公司已将产品出口至越南、泰国、马来西亚、 俄罗斯和中国台湾地区,并计划于5月赴新加坡参展。深科达高管在采访中表示,公司采取"先服务大陆 工厂,再延伸海外总部"的策略,先建立本地口碑、打通售后通路,再向全球客户总部渗透,当前海外 订单占比正稳步提升,预计将成为公司下阶段营收与利润的重要来源。 面对产业周期波动与竞争格局调整,深科达选择"稳中提质"。高管坦言,公司不再以市占率为首要目 标,而是聚焦利润质量、客户稳定与风险可控。在客户策略上,公司将主要资源集中于外企和上市公司 等A类客户,目前A类客户占比不断提高。在生产组织上,公司强化平台型管理架构,通过统一技术中 心和销售平台,实现不同业务板块的资源整合与快速响应,进一步增强系统竞争力。 在全球贸易格局变化之下,公司对外部环境也展现出较强的适应能力。高管表示,中美贸易摩擦在一定 程度上反而推动国内半导体设备的自主替代,"每一次技术打压,都是我们国产设备突围的机会"。公司 将继续聚焦高附加值项目,避免低价竞争,强化研发、品质与交期优势,拓展更多国际优质客户。 当前,中国半导体设备行业正进入产业洗牌期。一方面,缺乏核 ...
海归博士带队,半导体行业冲出一个超级IPO!
Sou Hu Cai Jing· 2025-03-25 11:02
来源:号外工作室 时隔3年半,这家半导体企业终于要上市了! 3月18日,上交所网站更新相关信息,北京屹唐半导体科技股份有限公司(以下简称屹唐半导体)科创板首次公开发行股票注册获得证监会批复, 于2025年3月24日正式生效,IPO保荐机构为国泰君安证券。 屹唐半导体的科创板上市进程可谓堪称"马拉松式"闯关,其注册环节历时三年半,期间经历两次重大波折。 海归博士带队,半导体行业冲出一个超级IPO! 在2022年1月,屹唐半导体因证券服务机构北京市金杜律师事务所被立案调查,注册程序被迫暂停,次年2月恢复。没想到到了2024年,公司原审 计机构普华永道因恒大财务造假案遭重罚,公司改聘毕马威并更新财务数据,导致IPO中止30天。 然后是快速热处理设备,目前也是市占率排名第二的位置,虽然仅有13.05%,但是也仅次于应用材料(69.66%),应用于5nm逻辑芯片产线。 最后是干法刻蚀设备,目前公司的市占率只有0.21%,在全球排名第九,而国际前三大厂商泛林、东京电子、应用材料合计市占率达到了 83.95%,公司在技术追赶上空间大。 如今,屹唐半导体的客户群体不断覆盖,台积电、三星、英特尔、中芯国际、长江存储等国内外头部 ...
矽电股份冲刺创业板:探针技术破局者如何锻造半导体测试“新质生产力”
21世纪经济报道· 2025-03-08 04:26
Core Viewpoint - The article highlights the rise of domestic semiconductor equipment manufacturers, particularly focusing on Xidian Semiconductor Equipment (Shenzhen) Co., Ltd. (referred to as Xidian), which has achieved significant milestones in the probe testing technology sector, breaking foreign monopolies and positioning itself as a leading player in the Chinese market [2][4]. Group 1: Company Overview - Xidian is primarily engaged in the research, production, and sales of semiconductor-specific equipment, with a focus on probe testing technology [2]. - The company is the first in mainland China to achieve industrial application of 12-inch wafer probe testing equipment, breaking the long-standing foreign monopoly [2][4]. - As of 2019, Xidian held a 13% market share in the mainland probe testing equipment market, ranking fourth overall and first among domestic manufacturers [2]. Group 2: Technological Advancements - Xidian has successfully developed and mass-produced 6-inch wafer probe testing equipment, which has been sold to major domestic semiconductor manufacturers [4]. - The company has mastered several core technologies, including high-precision fast-response large-stroke precision stepping technology and automatic needle alignment technology [6]. - Xidian's product range has expanded from manual to fully automatic probe testing equipment, covering sizes from 4 inches to 12 inches [5][6]. Group 3: Financial Performance - Xidian's revenue has shown rapid growth, with figures of 399 million yuan, 442 million yuan, 546 million yuan, and 335 million yuan from 2021 to the first nine months of 2024, driven by increased demand in the downstream industry [6]. - The company's revenue from probe testing equipment has consistently accounted for nearly 95% of its total revenue [5]. - The market share of Xidian in mainland China has increased from 19.98% in 2021 to 25.70% in 2023 [7]. Group 4: Market Opportunities - The global semiconductor industry is undergoing a significant shift, with a notable portion of new semiconductor wafer plants being established in mainland China [8]. - The domestic semiconductor equipment market has substantial room for growth, with current localization rates of 16.4% for front-end equipment and 13.2% for back-end equipment [9]. - Xidian plans to raise 545 million yuan through its IPO to invest in R&D and expand its production capacity, aiming to enhance its market presence and product offerings [10].
晶升股份:晶升股份首次公开发行股票并在科创板上市招股说明书
2023-04-16 09:50
科创板投资风险提示 本次发行股票拟在科创板上市,科创板公司具有研发投入大、经营风险 高、业绩不稳定、退市风险高等特点,投资者面临较大的市场风险。投资者应 充分了解科创板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 南京晶升装备股份有限公司 (Crystal Growth & Energy Equipment Co.,Ltd.) 首次公开发行股票并在科创板上市 招股说明书 保荐人(主承销商) (深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401) (南京经济技术开发区红枫科技园 B4 栋西侧) 南京晶升装备股份有限公司 招股说明书 声 明 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定,股票依法发行后,发行人经营与收益的变化,由发行 人自行负责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投 ...