联动科技(301369) - 2023年1月12日投资者关系活动记录表

Company Overview - Founded in 1998, the company entered the semiconductor discrete device testing field in 2001, achieving a market share of nearly 30% by 2021 [1] - Developed the QT-8000 laser marking equipment, leveraging extensive customer resources and application experience in the semiconductor packaging and testing industry [1] - The company has a broad customer base, including well-known semiconductor manufacturers such as Changdian Technology, Tongfu Microelectronics, and Sanan Optoelectronics [1] Product Development and Market Expansion - The QT-8400 series testing system targets high-power, high-speed, and high-precision testing needs for third-generation semiconductor wafers and modules, currently under strong promotion [2] - The company’s mixed-signal and digital integrated circuit testing systems have been validated by major clients and are in mass production [2] - The QT-9000 large-scale digital integrated circuit testing system is in the R&D phase, aimed at expanding testing capabilities for digital and SoC chips [2] Technological Advantages - The QT-4000 series power device comprehensive testing platform meets testing requirements for 300A/6KV high-voltage sources, covering both DC and AC testing [2] - The company is one of the leading suppliers in China for power device testing capabilities, with a wide range of functional modules [2] Future Strategies - Plans to increase market promotion of fully automated laser marking equipment, aiming to replace foreign products in the semiconductor packaging sector [3] - The company emphasizes the importance of R&D personnel training and recruitment to maintain a stable and effective team [3] Industry Outlook - The semiconductor packaging and testing equipment industry is closely tied to macroeconomic conditions, with cyclical characteristics [3] - The company remains optimistic about the medium to long-term development of the semiconductor industry, supported by government policies and the growing demand in the power semiconductor market [3] - The domestic power semiconductor market is rapidly expanding, positioning the company to benefit from the ongoing shift towards domestic alternatives [3]