Group 1 - The 2025 Jiufeng Mountain Forum and Compound Semiconductor Industry Expo opened in Wuhan, becoming the largest and highest-standard event in China's compound semiconductor field, with nearly 300 participating companies from over 10 countries [1] - The forum features six major exhibition areas, including semiconductor equipment, materials, terminal applications, and cutting-edge technologies, with over 70% of exhibitors from outside the region [1] - Notable companies and research institutions, such as ChipLink, Innovatech, and the National Third-Generation Semiconductor Technology Innovation Center, showcased industry-leading technological breakthroughs and innovations [1] Group 2 - The demand for compound semiconductors is rapidly increasing across various sectors, including renewable energy, automotive, and communication, with a compound annual growth rate (CAGR) of 30%-50% in China's compound semiconductor industry [2] - Wuhan East Lake High-tech Zone has developed a competitive industry landscape centered around memory chips, with an overall industry scale exceeding 80 billion yuan and over 30,000 industry professionals [2] - Plans are in place to create four innovation districts, including a compound semiconductor innovation district, aiming to attract 100 upstream and downstream enterprises and over 200 high-level talents within three years [2]

Core Viewpoint - Zhaochi Co., Ltd. demonstrated strong resilience and market competitiveness in its 2024 annual report, achieving a revenue of 20.326 billion yuan, a year-on-year increase of 18.40%, and a net profit attributable to shareholders of 1.602 billion yuan [2] Group 1: Financial Performance - The company's revenue for 2024 reached 20.326 billion yuan, reflecting an 18.40% year-on-year growth [2] - The net profit attributable to shareholders was 1.602 billion yuan, showcasing the company's robust performance in a complex economic environment [2] Group 2: LED Industry Performance - The LED segment achieved a revenue of 5.33 billion yuan in 2024, accounting for 26.22% of total revenue, marking a historical high for the business [2] - Zhaochi's COB monthly production capacity reached 25,000 m² by the end of 2024, enhancing its market position [2] - The company successfully launched an LED integrated machine in 2024, penetrating consumer and commercial display markets [2] Group 3: Technological Advancements - Zhaochi Guangyuan added 45 new COB production lines in 2024, totaling 50 lines, making it the largest Mini COB backlight module manufacturer globally [3] - The company optimized optical design through M-shaped dispensing technology, improving production efficiency and achieving industry-leading OP values [3] Group 4: Market Applications and Partnerships - Zhaochi Guangyuan's Mini COB products have gained trust and application from major brands such as Samsung, Sony, and Sharp, contributing to the increased penetration of Mini COB backlight solutions [3] - The company is actively expanding into the optical communication field, leveraging its expertise in compound semiconductors to support its technological advancement [4] Group 5: Future Outlook - Zhaochi Co., Ltd. aims to establish a compound semiconductor industry chain beyond its current focus on smart terminals, LED, and optical communication, enhancing its technological attributes for long-term growth [5]

收购背景 随着全球电动汽车和人工智能发展推动数据中心需求激增，被称为新一代功率半导体的化合物半导体应用正加速普及。这类半导体虽具备高性 能与耐久性优势，但晶圆缺陷导致的制造良率损失仍是行业痛点，市场对高精度高效检测的需求日益迫切。 在集团中长期经营计划（MLMAP2 0 2 8）重点领域——材料与半导体板块，HORIBA集团设定了到2 0 2 8年实现2 3 5 0亿日元销售额的目标。为 实现"以先进材料与半导体领域的创新解决方案塑造市场，共建可持续社会"的愿景，强化化合物半导体晶圆检测系统研发、提供提升半导体制 造工艺的综合分析解决方案至关重要。 业务优势与目标 Et aMa x主要开发基于光致发光分析技术* 1的晶圆检测系统，在化合物半导体晶圆的均匀性评估及微观缺陷类型识别等多样化应用领域具有卓 越技术实力。 导读： HORIBA 集团收购韩国半导体晶圆检测系统开发商 EtaMax，以扩充晶圆检测产品线、提升综合解决方案能力，助力提高化合物半导体晶圆生产良率与质 量管理水平。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日 ...