（文/集邦化合物半导体整理） 图片来源：芯联资本 在碳化硅领域，硅酷科技瞄准"高精密"器件贴合工艺，开辟碳化硅领域"领先路径"，历经三年打磨核心产品碳化硅银烧结设备，目前已成功为比亚迪、理 想、蔚来、华为等主流车企提供超百套设备，生产碳化硅功率半导体器件（芯片）超过十万颗，量产能力业内领先，出货量位居全国之首，成为该细分领 域"单项冠军"，年度营收实现三倍跃升，获得发明专利超十项。 芯联资本作为投资方之一，背靠新能源芯片与系统代工领军企业芯联集成，硅酷科技是芯联集成功率模块贴片机重要供应商，双方在IGBT/SiC功率模块 贴片机领域已形成全面深入的合作。芯联资本表示，参与硅酷科技本轮融资，体现出双方对彼此业务协同合作的高度认可和持续深入合作的意愿，未来双 方将进一步深化合作关系，共同助力半导体关键封装设备国产替代，构建自主可控产业链。 近日，珠海市硅酷科技有限公司（以下简称"硅酷科技"）宣布完成数亿元战略融资。本轮融资由安芯投资、芯联资本、华泰紫金、国投创合、众为资本等 多家知名投资机构联合参与，资金将重点用于碳化硅（SiC）预烧结键合设备批量交付、先进封装（如HBM）设备商业化推进，以及高端产能扩张与全球 ...

Summary of Quake Intelligent Conference Call Company Overview - Quake Intelligent has shown continuous revenue growth with a compound annual growth rate (CAGR) of 17% over the past decade, reaching a revenue of 945 million yuan in 2024, representing a year-on-year increase of 11.24% [2][4] Key Industry Insights - The company benefits from the increasing penetration of AI in mobile phones, successfully leveraging opportunities in hardware intelligence iteration [2][5] - Quake Intelligent's laser welding technology has been applied in the mass production of Meta's smart glasses and has successfully entered the supply chains of Xiaomi, OPPO, and vivo [2][5] - The AI server industry is expected to grow rapidly, providing new opportunities for Quake Intelligent, which has entered NVIDIA's supply chain to provide precision assembly equipment [2][6] Core Business Segments - **Welding Equipment**: Quake Intelligent is a leading player in the welding equipment market, expanding its growth boundaries through the AI wave. The company’s products are widely used in semiconductor packaging, new energy vehicles, and consumer electronics [4] - **Semiconductor Business**: The company focuses on power devices, securing large orders for silicon carbide silver sintering equipment from major clients like Huichuan, CRRC, and BYD. It has also entered the advanced semiconductor market with high-speed solidification machines [7] - **Advanced Packaging**: Quake Intelligent is developing TCB thermal compression bonding technology in the COWS advanced packaging sector, with a market size projected to reach 936 million USD by 2030 [7] Financial Projections - Revenue forecasts for Quake Intelligent are 1.15 billion yuan, 1.33 billion yuan, and 1.50 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 270 million yuan, 310 million yuan, and 380 million yuan [3][8] - The corresponding price-to-earnings ratios are projected to be 31x, 26x, and 22x for the same years, maintaining a positive outlook on the company [8] Global Expansion and Technological Development - The company is accelerating its global layout, establishing subsidiaries in Vietnam and building service networks in India and Mexico to meet industrial inspection demands in the machine vision sector [2][6] Conclusion - Quake Intelligent is well-positioned to capitalize on growth opportunities in the AI, semiconductor, and advanced packaging sectors, with strong financial projections and a commitment to technological innovation and global expansion [2][3][6][8]