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西工大博士创业,拿下京东方订单,这家陕西公司挑战半导体封装外资巨头|早起看早期
36氪· 2025-08-11 00:00
Core Viewpoint - The article discusses the recent funding and strategic developments of "Zhizhi Boyao," a semiconductor packaging materials company focused on domestic high-end electronic materials for display panels and semiconductor packaging, highlighting its competitive advantages and market challenges [5][8]. Company Overview - "Zhizhi Boyao" was established in 2022 in Shaanxi and specializes in the localization of high-end electronic materials for display panels, semiconductor packaging, and military applications [5]. - The company has a strong technical foundation, having previously worked on military-grade materials, and is one of the few in China to achieve a full supply chain in high-end packaging materials [5][8]. Recent Developments - The company recently completed a multi-million yuan Pre-A round of financing, with investments from five institutions, aimed at building production bases in South China, the Yangtze River Delta, and Sichuan, as well as expanding its R&D team [5]. - The first product, an LCD packaging adhesive, has passed rigorous stability tests at BOE's 8.5 generation line, demonstrating its reliability under extreme conditions [5][7]. Market Challenges - The article highlights that 85% of high-end packaging adhesives in China are imported, with a lengthy validation process that can take up to two years, creating significant barriers for domestic companies [7]. - "Zhizhi Boyao" aims to address these challenges by targeting leading customers and adopting a light-asset operational model, which allows for reduced fixed asset investment and quicker market entry [7][8]. Future Plans - The company plans to establish a subsidiary in Beijing by 2025 to enter the electric vehicle packaging materials market and is also developing an AI simulation system to optimize testing processes [8]. - "Zhizhi Boyao" is focused on reducing the product development and validation cycle to one year, emphasizing the need for rapid response to customer demands as a competitive advantage [8]. Team Composition - The management team includes experienced professionals with backgrounds in defense research and material science, with a significant portion holding advanced degrees [8].