Company Overview - Founded in 1998, the company focuses on semiconductor backend packaging and testing equipment development, production, and sales [2] - Main products include semiconductor automated testing systems, laser marking equipment, and other electromechanical integration devices [2] - The company has developed various testing systems, including QT-3000/4000/5000/6000/8400 series and QT-8000 series integrated circuit testing systems [3] Product Development and Market Strategy - Future plans include advancing products in power semiconductor testing, KGD testing, and large-scale digital and SoC integrated circuit testing systems [3] - The company aims to innovate in high-voltage and high-current testing systems, with current testing requirements increasing from 10A to 300A and voltage requirements from below 1000V to 6000V [3] - The QT-8400 series testing platform is designed for IGBT and third-generation semiconductor testing, addressing the growing demand in electric vehicles and renewable energy sectors [4] Competitive Landscape - The global semiconductor testing system market is dominated by companies like Teradyne and Advantest, leading to high market concentration [5] - Domestic companies are gradually entering the supply chains of leading packaging enterprises through continuous technological innovation [5] - The company plans to leverage domestic semiconductor industry growth and localization opportunities to achieve further technological breakthroughs [5]
联动科技(301369) - 2024年12月17日投资者关系活动记录表