Company Overview - Founded in 1998, the company specializes in semiconductor backend packaging testing equipment, focusing on the development, production, and sales of semiconductor automated testing systems and laser marking equipment [2][3] - The company has developed a range of products including power semiconductor and small signal discrete device testing systems (QT-3000/4000/6000/8400 series) and integrated circuit testing systems (QT-8000 series) [3] Industry Outlook - The global semiconductor industry is expected to recover gradually in 2024 despite macroeconomic challenges and geopolitical tensions, driven by emerging technologies such as AI, automotive electronics, and industrial IoT [4] - The power semiconductor market is expanding rapidly, with significant growth in demand from automotive, industrial automation, and consumer electronics sectors [4] - Silicon carbide (SiC) is highlighted as a key third-generation semiconductor material with vast application potential in electric vehicles, renewable energy, and defense sectors [4] Market Trends - The domestic and international 8-inch silicon carbide wafer production is improving, which will boost demand for wafer testing, KGD testing, and module testing in sectors like electric vehicles and renewable energy [5] - The company is focusing on high-power devices, modules, and third-generation semiconductor testing, maintaining deep collaborations with leading domestic and international firms [5] Customer Base - The company collaborates with major international firms such as ON Semiconductor, Lite-On Semiconductor, and domestic leaders like CRRC, Sanan Optoelectronics, and Huazhong University of Science and Technology [5] - The QT-8400 series testing platform has established a technological barrier in the testing of third-generation semiconductor wafers and modules, leading to a steady increase in customer numbers [5] Product Development - The company is actively advancing the development of new products in the SoC large-scale digital integrated circuit testing field, although these products are still in the validation phase and not yet mass-produced [5] - Approximately 90% of the company's revenue comes from semiconductor automated testing systems, including power semiconductor and analog signal integrated circuit testing systems [5] Disclosure - The investor relations activity did not involve any undisclosed significant information [6]
联动科技(301369) - 301369联动科技投资者关系管理信息20250908