报告导读： 硅光智能制造设备是一个技术密集、高附加值的高端装备领域，是使硅光器件的大批量生产不仅可行而且必然的催化剂。近年来，人工智能的快速发展正在 推动对高性能计算及高速数据传输的需求，推动着光子及硅光智能制造设备行业的创新与发展。目前，全球硅光智能制造设备行业正在快速增长，2024年全 球硅光智能制造设备行业市场规模增长到20亿元，2020-2024年均复合年增长率达到46.9%；预计2025年全球硅光智能制造设备行业市场规模将达到26亿元。 基于此，依托智研咨询旗下硅光智能制造设备行业研究团队深厚的市场洞察力，并结合多年调研数据与一线实战需求，智研咨询推出《2026-2032年中国硅 光智能制造设备行业市场全景调研及投资趋势研判报告》。本报告立足硅光智能制造设备新视角，聚焦行业核心议题——变化趋势（怎么变）、用户需求 （要什么）、投放选择（投向哪）、运营方法（如何投）及实践案例（看一看），期待携手行业伙伴，共谋行业发展新格局、新机遇，推动硅光智能制造设 备行业发展。 观点抢先知： 行业定义及分类：硅光智能制造设备指的是用于研发、封装和规模化生产硅光芯片的全套自动化、智能化装备。凭借高精度、自动化优势解决 ...

内容概要：硅光智能制造设备是一个技术密集、高附加值的高端装备领域，是使硅光器件的大批量生产 不仅可行而且必然的催化剂。近年来，人工智能的快速发展正在推动对高性能计算及高速数据传输的需 求，推动着光子及硅光智能制造设备行业的创新与发展。目前，全球硅光智能制造设备行业正在快速增 长，2024年全球硅光智能制造设备行业市场规模增长到20亿元，2020-2024年均复合年增长率达到 46.9%；预计2025年全球硅光智能制造设备行业市场规模将达到26亿元。 关键词：硅光智能制造设备行业产业链、硅光智能制造设备应用结构、硅光智能制造设备市场规模、硅 光智能制造设备市场竞争格局、硅光智能制造设备行业发展趋势 一、硅光智能制造设备行业定义及分类 硅光智能制造设备指的是用于研发、封装和规模化生产硅光芯片的全套自动化、智能化装备。它是指利 用先进的智能制造技术，如智能传感、控制、人工智能等，来实现硅光器件（将光子元件集成到硅基板 上的光子集成电路）及相关产品的研发、与量产的核心装备，覆盖硅光芯片制造、封装、测试等全流 程。凭借高精度、自动化优势解决传统电互连带宽不足、功耗高等问题，是支撑AI数据中心、高速通 信等领域发展的关键 ...

Core Viewpoint - Robotech Intelligent Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with Huatai International, Citigroup, and Orient Securities International as joint sponsors [1]. Company Overview - Robotech is a high-precision intelligent manufacturing equipment and systems supplier, focusing on automation equipment and smart factory solutions for manufacturing optical interconnects, optical sensors, optical computing products, and photovoltaic (PV) cells [3]. - The company specializes in providing high-precision assembly and testing equipment for silicon photonic devices and PV cell manufacturing solutions [3]. Market Opportunity - The silicon photonics intelligent manufacturing equipment market is experiencing rapid growth, with the global market size projected to increase from RMB 400 million in 2020 to RMB 2 billion in 2024, representing a compound annual growth rate (CAGR) of 46.9%. By 2029, the market is expected to reach RMB 23.3 billion, with a CAGR of 63.8%, and further grow to RMB 115 billion by 2035, with a CAGR of 30.5% [3]. Technology and Acquisitions - In 2020, the company made an initial investment in ficonTEC and subsequently fully acquired it, gaining proprietary and hard-to-replicate core technologies for assembling and testing silicon photonic devices [4]. - The company has a global business presence, with ficonTEC operating six sales offices worldwide as of June 30, 2025, covering Europe, North America, and Asia [4]. Product Offerings - The company offers a comprehensive range of intelligent manufacturing equipment for PV cells, supporting key production steps and providing end-to-end copper interconnection solutions based on copper plating technology [5]. - According to data from Frost & Sullivan, the company ranks fourth globally in the intelligent PV cell automation manufacturing equipment sector by revenue in 2024, with eight of the top ten global PV manufacturers as its clients [5]. Financial Performance - The company's revenue for the fiscal years 2022, 2023, 2024, and the six months ending June 30, 2025, were approximately RMB 901 million, RMB 1.57 billion, RMB 1.1 billion, and RMB 248 million, respectively. The corresponding net profits (or losses) were approximately RMB 25.6 million, RMB 79.5 million, RMB 63.2 million, and a loss of RMB 12.2 million [5][6].

Core Viewpoint - 罗博特科 (300757) has submitted an application to list on the Hong Kong Stock Exchange, with Huatai International, Citigroup, and Orient Securities International as joint sponsors [1]. Company Overview - 罗博特科 is a high-precision intelligent manufacturing equipment and systems supplier, focusing on automation equipment and smart factory solutions for manufacturing optical interconnects, optical sensors, optical computing products, and photovoltaic (PV) cells [3][4]. - The company specializes in providing high-precision assembly and testing equipment for silicon photonic devices and PV cell manufacturing solutions [4]. Market Opportunity - The silicon photonics intelligent manufacturing equipment market is experiencing rapid growth, with the global market size projected to increase from RMB 400 million in 2020 to RMB 2 billion in 2024, representing a compound annual growth rate (CAGR) of 46.9%. By 2029, the market is expected to reach RMB 23.3 billion, with a CAGR of 63.8%, and further grow to RMB 115 billion by 2035, with a CAGR of 30.5% [4]. - 罗博特科's investment in ficonTEC has enabled the company to acquire proprietary and hard-to-replicate core technologies for assembling and testing silicon photonic devices, covering the entire high-precision manufacturing process [4]. Financial Performance - In the fiscal years 2022, 2023, 2024, and the six months ending June 30, 2025, 罗博特科 reported revenues of approximately RMB 901 million, RMB 1.57 billion, RMB 1.1 billion, and RMB 248 million, respectively. The corresponding net profits were approximately RMB 25.6 million, RMB 79.5 million, RMB 63.2 million, and a loss of RMB 12.2 million [6][7]. - The gross profit margins for these periods were 20.9%, 21.9%, 28.7%, and 27.5%, indicating a trend of improving profitability despite fluctuations in revenue [7]. Industry Position - In the photovoltaic manufacturing sector, 罗博特科 ranks fourth globally in the intelligent PV cell automation manufacturing equipment market by revenue as of 2024, with eight of the top ten global PV manufacturers as clients [6].