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2022年封装设备中划片机/固晶机/键合机为核心
2022年封装设备中划片机/固晶机/键合机为核心
行业数据
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图片尺寸:1192*833
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迈为股份-公司研究报告:HJT整线设备龙头受益于行业规模扩产在即泛半导体领域加速布局-240924(71页).pdf
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后道封装设备在半导体设备中的价值量占比约 5%,贴片机/划片机/键合机等为核心设备。根据 SEMI,2025 年全球半导体封装设备市场规模有望达 60 亿美元,其中固晶机(贴片机)占比 30%,划片机(切片机)占比 28%,键合机占比 23%。目前半导体封装设备的国产化率仅为 10%-20%,国产替代市场空间依然广阔。特别是对于迈为所布局的划磨和键合设备,目前仍分别被海外的 DISCO 和 EVG 所垄断,国内半导体产业链迫切需要迈为这样的先进设备制造商引领国产替代。
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迈为股份-公司研究报告:HJT整线设备龙头受益于行业规模扩产在即泛半导体领域加速布局-240924(71页).pdf
HJT清洗制绒工艺流程
TOPCon生产工序繁杂
HJT生产工序仅需四步
HJT单线设备产能放大,2024年8月已提升至1.2GW级别
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