存储芯片封测一体化
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帝科股份(300842) - 2025年10月15日投资者关系活动记录表
2025-10-16 01:20
Group 1: Company Overview - Wuxi Dike Electronic Materials Co., Ltd. focuses on storage chip packaging and testing services, with major clients including subsidiaries of Yimeng Holdings and Chengdu Electric Science and Technology [2] - The packaging capacity of Jiangsu Jinkai is approximately 3KK/month, with testing capacity at about 2.5KK/month, planning to expand to 4KK/month [2] Group 2: Competitive Advantages - Post-acquisition, the company will be one of the few in the industry with an integrated layout covering DRAM chip application development, wafer testing, and storage packaging, providing a significant competitive edge [2] - Jiangsu Jinkai's gross margin for DRAM chip packaging is between 20%-30%, while the testing business has a gross margin of around 50%, slightly higher than industry peers [3] Group 3: Future Revenue Projections - The storage business is expected to maintain good growth due to a favorable market outlook and rising prices, with Yimeng Holdings leveraging integrated cost and quality advantages to expand into the consumer electronics market [3] - The company aims to enhance collaboration with mainstream SOC chip design firms to mutually empower and expand market presence, while also accelerating the production of AI-related products [3]