电性失效分析设备发展至今已有40年历史，此设备引入中国亦已接近20余年。除去大家耳熟能详的日本滨松，近年来行业内发展不断加速，也涌现出了一 大批新生势力。本文将分成以下几个部分。 1.简述电性失效分析设备 2.市场空间讨论 3.行业内设备厂商介绍 （注：本文的信息皆来源于公开招标和业内人士调研，如有失误，望请海涵。） 概括： 电性失效分析为细分高壁垒市场，产品为中红外，近红外相关高端光学仪器，主要服务半导体、泛半导体行业。电性失效分析中国市场空间约为5亿人民 币附近，未来预计将维持在这一份额。 电性失效分析厂商主要背景分为两类：科学仪器开发商和前代理商独立后自研品牌，目前第一梯队品牌全部为前者，例如日本滨松，美国赛默飞等。国产 品牌中凌光红外已经建立较大优势。 -中国大陆半导体设备支出保持高位但进入缓步下降周期 根据SEMI2024年9月发布的《300mm晶圆厂2027年展望报告（300mm Fab Outlook Report to 2027）》，2025年到2027年，全球300mm晶圆厂设备支出预计 将达到创纪录的4000亿美元，预计全球300mm晶圆厂设备支出预计从2024年的993亿美元增长至202 ...

Core Viewpoint - Lingguang Infrared has completed a multi-million RMB A++ round of financing, which will be used to expand the production scale of electrical failure analysis instruments and develop thermal conductivity equipment, as well as to build an overseas sales system [2][3]. Company Overview - Lingguang Infrared, established in December 2021, focuses on the research and development of high-end infrared optical instruments, particularly in weak signal detection technology centered around phase-locked imaging. The company aims to provide solutions for industrial, scientific, and medical applications to enhance imaging quality [3][4]. - The company has achieved over 100 million RMB in cumulative sales within three years and has delivered more than 50 devices, breaking the monopoly of foreign manufacturers in the electrical failure analysis industry [4]. Product Development - The main products of Lingguang Infrared include phase-locked infrared microscopes, micro-light microscopes, and laser-induced resistance testing devices. The performance of the phase-locked infrared microscope matches and in some cases exceeds that of imported flagship devices [4][6]. - Since December 2022, the company has launched several detection devices in the semiconductor electrical failure analysis field, including the Thermo 100 (cooled phase-locked infrared microscope), Thermo 50 (non-cooled phase-locked infrared microscope), and InGaAs 100 (micro-light microscope), which have been delivered to leading customers across various application areas [6].

Core Viewpoint - Lingguang Infrared Technology Co., Ltd. has successfully completed a multi-million RMB A++ round of financing, which will be used to expand the production scale of electrical failure analysis instruments and develop thermal conductivity equipment, as well as build an overseas sales system [3][4]. Company Overview - Lingguang Infrared started with a focus on phase-locked infrared devices and has expanded to cover a full product line for electrical failure analysis, including near-infrared and mid-infrared weak light imaging instruments [4]. - The company has achieved over 100 million RMB in cumulative sales within three years and has delivered more than 50 devices, breaking the monopoly of foreign manufacturers in the electrical failure analysis industry [4][6]. Product Development - The main products include phase-locked infrared microscopes, weak light microscopes, and laser-induced resistance testing instruments, with the phase-locked infrared microscope's performance matching or exceeding that of imported flagship devices [4][6]. - The company has established a complete production system in Hefei and plans to expand its production scale, emphasizing the need for stable production processes and supply chains in the high-end instrument industry [6][8]. Market Position and Strategy - Lingguang Infrared aims to capture over 50% of the domestic electrical failure analysis market within 3-5 years while continuously improving its overseas sales system [7]. - The company is positioned as the only domestic firm capable of developing a complete set of semiconductor electrical failure analysis equipment that can compete with imports, with successful technology migration to thermal management, material testing, and live imaging [8]. Team Composition - The founding team includes experts with strong academic backgrounds and industry experience, such as the Chief Scientist, CEO, and CTO, who collectively drive the company's research and operational strategies [7].