矽电股份：半导体细分领域领军企业
Silicon Electric Co., Ltd.: a leading company in the semiconductor segment
【环球网财经综合报道】作为我国领先的探针测试技术系列设备制造企业，3月24日，矽电股份在深交所创业板成功上市。
[Global Network Finance Comprehensive Report] As a leading manufacturer of probe testing technology series equipment in China, on March 24th, Silicon Electric Co., Ltd. was successfully listed on the Growth Enterprise Market of Shenzhen Stock Exchange.
成立于2003年的矽电股份，公司的主要产品为探针台设备，是中国大陆规模最大的探针台设备制造企业。在半导体领域越来越被关注的今天，矽电股份的上市必将受到资本市场的关注。
Silicon Electric Co., Ltd. was established in 2003. The company's main product is probe station equipment, and it is the largest probe station equipment manufacturer in mainland China. Today, with more and more attention in the semiconductor field, the listing of Silicon Electric shares will surely attract the attention of the capital market.
立足技术创新 铸就领先地位
Create a leading position based on technological innovation
探针测试技术主要应用于半导体制造晶圆检测（CP, Circuit Probing）环节，也应用于全流程晶圆接受测试（WAT 测试, Wafer Acceptance Test）、设计验证和成品测试（FT,Final Test）环节，是检测芯片性能与缺陷，保证芯片测试准确性，提高芯片测试效率的关键技术。
Probe testing technology is mainly used in semiconductor manufacturing wafer inspection (CP, Circuit Probing), and is also used in full-process wafer acceptance testing (WAT test, Wafer Acceptance Test), design verification and finished product testing (FT, Final Test). It is a key technology for detecting chip performance and defects, ensuring chip testing accuracy, and improving chip testing efficiency.
矽电股份的核心技术团队拥有超过30 年的探针测试技术研发经验，公司自设立以来立足技术创新，掌握了探针测试核心技术，打破了海外厂商垄断，在探针台领域成为中国大陆市场重要的设备厂商。
The core technical team of Silicon Electric Co., Ltd. has more than 30 years of experience in the research and development of probe testing technology. Since its establishment, the company has been based on technological innovation, mastered the core technology of probe testing, broken the monopoly of overseas manufacturers, and became an important player in the mainland Chinese market in the field of probe stations. equipment manufacturers.
经过多年发展，矽电股份已全面掌握了高精度快响应大行程精密步进技术、定位精度协同控制、探针卡自动对针技术、晶圆自动上下片技术、基于智能算法的机器视觉、电磁兼容性设计技术等探针测试核心技术。探针测试核心技术水平在境内处于领先地位，新一代全自动超精密12 英寸晶圆探针台已实现产业化应用，晶粒探针台性能参数已达到国际同类设备水平。从研发投入来看，公司近几年的研发投入占比都超过了营业收入的10%。截至2024 年6 月30 日，公司已取得境内外授权专利246 项、软件著作权79 项。
After years of development, Silicon Electric Co., Ltd. has fully mastered high-precision, fast-response, large-stroke precision stepping technology, coordinated control of positioning accuracy, probe card automatic needle alignment technology, automatic wafer loading and unloading technology, machine vision based on intelligent algorithms, and electromagnetic Core technologies for probe testing such as compatibility design technology. The core technology level of probe testing is in a leading position in China. The new generation of fully automatic ultra-precision 12-inch wafer probe station has been industrially applied, and the performance parameters of the die probe station have reached the international level of similar equipment. From the perspective of R&D investment, the company's R&D investment in recent years has accounted for more than 10% of operating income. As of June 30, 2024, the company has obtained 246 domestic and overseas authorized patents and 79 software copyrights.
矽电股份探针台系列产品规格种类齐全，与众多知名半导体企业建立了长期稳定的合作关系，公司产品已应用于士兰微、比亚迪半导体、燕东微、华天科技、三安光电、光迅科技、歌尔微等国内领先的晶圆制造、封装测试、光电芯片及传感器厂商。
Silicon Electric Co., Ltd. 's probe station series products have a complete range of specifications, and has established long-term and stable cooperative relationships with many well-known semiconductor companies. The company's products have been used in Silan Micro, BYD Semiconductor, Yandong Micro, Huatian Technology, Sanan Optoelectronics, Guangxun Technology, Goertek and other leading domestic wafer manufacturing, packaging and testing, optoelectronic chip and sensor manufacturers.
这些优质客户资源不仅为矽电股份带来了稳定的订单和收入，同时也为公司产品的市场推广和技术升级提供了有力支持。随着半导体市场的持续增长和国产替代进程的加速，公司凭借其技术优势和客户基础，有望在更大的市场份额中占据一席之地，释放更大的市场潜力。
These high-quality customer resources not only bring stable orders and income to Silicon Electric Co., Ltd., but also provide strong support for the marketing and technological upgrading of the company's products. As the semiconductor market continues to grow and the domestic substitution process accelerates, the company is expected to occupy a place in a larger market share and release greater market potential by virtue of its technological advantages and customer base.
从财务数据来看，2021年-2024年上半年，矽电股份的营业收入分别为39,917.19 万元、44,201.91 万元、54,636.95 万元和28,772.24 万元，扣除非经常性损益后归属于母公司所有者净利润9,393.05 万元、10,290.65 万元、8,315.59 万元和5,549.99 万元。公司业务规模不断扩大，主营业务发展情况良好。
From the perspective of financial data, from 2021 to the first half of 2024, the operating income of Silicon Electric Co., Ltd. will be 399.1719 million yuan, 442.0191 million yuan, 546.3695 million yuan and 287.7224 million yuan, respectively, which are attributable to the owner of the parent company after deducting non-recurring gains and losses. The net profit is 93.9305 million yuan, 102.9065 million yuan, 83.1559 million yuan and 55.4999 million yuan. The company's business scale continues to expand, and its main business is developing well.
公司主要财务数据一览
List of the company's main financial data
国产替代趋势带来快速发展机遇
The trend of domestic substitution brings rapid development opportunities
随着5G通信、人工智能、物联网、新能源汽车等新兴技术的快速发展，半导体市场需求持续旺盛。据SEMI预测，2024年及2025年全球半导体设备市场规模将分别增长7.4%和17.0%，达到1,090亿美元和1,275亿美元。半导体市场的繁荣将直接带动对半导体专用设备的需求增长，为矽电半导体等设备厂商提供了广阔的市场空间。
With the rapid development of emerging technologies such as 5G communications, artificial intelligence, Internet of Things, and new energy vehicles, the semiconductor market demand continues to be strong. According to SEMI's forecast, the global semiconductor equipment market will grow by 7.4% and 17.0% in 2024 and 2025, respectively, reaching US $109 billion and US $127.5 billion. The prosperity of the semiconductor market will directly drive the growth of demand for semiconductor-specific equipment, providing a broad market space for equipment manufacturers such as Silicon Semiconductor.
在全球半导体产业格局中，中国大陆半导体设备市场长期被国外厂商占据主导地位。然而，近年来随着国际贸易摩擦加剧和国内对半导体产业自主可控的重视，在西方国家进一步收紧对中国半导体产业限制的大背景下，发展独立自主可控的半导体供应链已成为国家实现产业升级、迈向高质量发展的必经之路，半导体设备国产化替代进程开始加速。
In the global semiconductor industry structure, the semiconductor equipment market in mainland China has long been dominated by foreign manufacturers. However, in recent years, with the intensification of international trade frictions and the domestic emphasis on the independent and controllable semiconductor industry, and against the background of Western countries further tightening restrictions on China's semiconductor industry, the development of an independent and controllable semiconductor supply chain has become a national achievement. The only way to upgrade industries and move towards high-quality development, the process of localization and substitution of semiconductor equipment has begun to accelerate.
目前，全球探针台设备市场由东京电子、东京精密、旺矽科技、惠特科技等海外公司占据主导地位。而矽电股份是中国大陆探针台设备市场的重要竞争者。
At present, the global probe station equipment market is dominated by overseas companies such as Tokyo Electronics, Tokyo Precision, Wangsi Technology, and Whit Technology. Silicon Electric Co., Ltd. is an important competitor in the probe station equipment market in mainland China.
根据SEMI 和CSA Research统计，2019 年中国大陆探针台设备市场中，公司占据13%的市场份额，市场排名第4 名，是排名第一的大陆地区厂商。公司主要竞争对手东京精密、东京电子、旺矽科技和惠特科技市场占比份额为34%、24%、2%和14%。根据SEMI的统计数据以及矽电股份的收入规模测算，2021 年度至2024 年1-6 月，矽电股份在中国大陆地区的市场份额分别为19.98%、23.68%、25.70%及23.30%，市场份额稳步提升。
According to statistics from SEMI and CSA Research, in the probe station equipment market in mainland China in 2019, the company accounted for 13% of the market share, ranking fourth in the market, and is the number one manufacturer in mainland China. The company's main competitors, Tokyo Precision, Tokyo Electronics, Wangsi Technology and Whit Technology, account for 34%, 24%, 2% and 14% of the market. According to the statistics of SEMI and the revenue scale of Silicon Electric, from 2021 to January to June 2024, the market share of Silicon Electric in mainland China is 19.98%, 23.68%, 25.70% and 23.30% respectively, and the market share is steadily improved.
作为国内领先的探针台设备制造商，其晶粒探针台产品性能已达到国际同类设备水平，具备了替代进口产品的能力，在国产替代加速的趋势下有望获得更多的市场份额，迎来快速发展的机遇期。
As a leading domestic probe station equipment manufacturer, the performance of its crystal probe station products has reached the international level of similar equipment, and it has the ability to replace imported products. Under the trend of accelerating domestic substitution, it is expected to gain more market share and usher in A period of opportunity for rapid development.
上市之后，公司将围绕行业技术发展趋势，持续技术创新引领产业升级，有望在高精度探针台等领域取得更多技术突破，推出满足市场高端需求的新产品，进一步提升产品附加值和市场竞争力，引领行业技术升级。
After listing, the company will focus on the technological development trend of the industry, continue technological innovation to lead the industrial upgrading, and is expected to achieve more technological breakthroughs in the fields of high-precision probe stations, launch new products that meet the high-end needs of the market, and further enhance the added value of products and market competitiveness, leading the technological upgrading of the industry.
同时，在巩固探针台业务优势的基础上，矽电股份加大对分选机等新产品的研发，形成完整的产品矩阵，进一步延伸产业链、完善公司的产品布局，通过丰富产品种类，更好地满足不同客户的需求，扩大市场覆盖范围，降低对单一产品的依赖风险，实现业务的多元化发展，增强持续盈利能力。（一言）
At the same time, on the basis of consolidating the advantages of probe station business, Silicon Electric Co., Ltd. has increased the research and development of new products such as sorting machines, formed a complete product matrix, further extended the industrial chain, improved the company's product layout, and better met the needs of different customers by enriching product categories, expanded market coverage, reduced the risk of dependence on a single product, realized diversified business development, and enhanced sustainable profitability. (One word)
