Leadyo(SH:688135)2023-11-27 09:01Group 1: Company Overview and Testing Services - The company provides testing services influenced by factors such as testing equipment, testing process, environmental conditions, and technical difficulty [2] - Testing equipment includes various configurations like temperature-controlled probe stations and sorting machines [2] - Environmental requirements vary, with cleanroom classifications (e.g., 100-level, 1000-level) and precise temperature control for different chip types [2] Group 2: Automotive Electronics Sector - The company has been certified for automotive electronics testing since 2018, covering MCU, multimedia control chips, and sensors [3] - Although automotive electronics currently contribute a small portion to revenue, it is the fastest-growing sector [3] - The company is developing high-reliability chip testing lines for automotive applications, including ATE and SLT testing [3] Group 3: Equipment Procurement and Technology Development - The company focuses on the reliability, stability, and consistency of testing equipment, primarily sourcing from domestic manufacturers [4] - Despite domestic procurement, imported testing equipment still holds significant advantages [4] - The company established an advanced technology research institute in 2019 to address testing needs for advanced processes and packaging [5] Group 4: Chiplet Testing and Future Trends - Chiplet technology involves stacking multiple dies, requiring careful consideration of testability during design [5] - The company is actively addressing testing challenges associated with chiplet technology, which is becoming increasingly important in the post-Moore's Law era [5] - The demand for independent third-party testing services is expected to rise as testing requirements become more stringent [5]