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我国三大封测厂市占率逐渐提升
我国三大封测厂市占率逐渐提升
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所属报告:
华峰测控-国产ATE龙头SoC、功率类新品大有可为-220709(34页).pdf
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图表872016-2020年全球前十大封测厂合计市占率变化
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2)分享下游封测厂的黄金成长期。集成电路的制造分为设计、制造、封测三个环节,封测环节壁垒最低,偏劳动密集型,是我国半导体发展最早、取得突破最多的环节,因此进口替代进程最快。本土三强封测厂(长电科技、通富微电、华天科技)在国内的市占率不断提升,2004-2008 年在 6%-8%之间波动,2009 进入快速发展阶段,2015 年以来提升更为明显,2020 年达到 18.2%,且三家公司已经成为全球前 10 大封测厂,站上国际竞争的舞台。封测厂是ATE 测试机最主要的下游,国产 ATE 的发展离不开封测厂的推动,以华峰测控为例,其主力机型 STS 8200 测试系统开发于 2008 年,量产于 2011 年,与主流封测厂快速扩张时间基本一致。且封测厂由于壁垒较低,竞争激烈,毛利率较低,更愿意采购性价比更高的国产设备。受益于此,国产模拟测试机率先实现了进口替代。
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华峰测控-国产ATE龙头SoC、功率类新品大有可为-220709(34页).pdf
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