Market Overview - The market for power semiconductor testing systems is expected to grow significantly due to the rise of new energy and electric vehicle industries, with increasing demand for third-generation semiconductor devices like MOSFETs and IGBTs [1] - The current market capacity for high-power devices and third-generation semiconductor testing systems lacks publicly available data, but the downstream application market is expanding rapidly [2] Competitive Landscape - Major competitors in the semiconductor discrete device testing system market include Hongbang Electronics and Japan's TESEC, while competitors in the analog and mixed-signal integrated circuit testing system market include Teradyne, Advantest, and domestic companies like Huafeng Measurement and Control [2] - The company plans to increase R&D investment to maintain its competitive edge in discrete and power semiconductor testing systems [2] Product Pricing and Sales - Integrated circuit testing systems generally have higher sales prices and unit costs compared to discrete device testing systems due to more complex configurations and testing functions [2] - Sales prices vary based on product configuration and customer requirements, with overseas customers typically paying higher prices due to more complex technical solutions [2] Competitive Advantages - The company's QT-4000 series power semiconductor discrete device testing system has strong competitive advantages in the market, particularly in high-voltage and high-current testing capabilities [3] - The testing system can perform parallel testing for small-signal discrete devices and medium to large power devices, significantly improving testing efficiency and accuracy [3] Future Strategies - The company will focus on enhancing technology and expanding product lines in power and mixed-signal integrated circuit testing systems over the next few years [5] - The large-scale digital integrated circuit testing system is still in the R&D phase and will require over a year for client-side validation before market launch [5]
联动科技(301369) - 2023年4月11日投资者关系活动记录表