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龙图光罩掩膜版产品发展历程
龙图光罩掩膜版产品发展历程
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所属报告：
掩膜版行业深度报告：光刻环节关键材料国产掩膜版大有可为-240307（31页）.pdf
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图表36中国台湾光罩半导体掩膜版关键制程节点生产情况
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2023-08-22
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图表23中国台湾光罩半导体掩膜版销售增速
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图表20中国台湾光罩掩膜版产品结构及毛利率情况
5Lul5LiL5piv5o+Q5Y+W55qE5pWw5o2u5bm255Sf5oiQ55qE6KGo5qC877yaCgp8IOW5tOS7vSB8IDw9MC4xM3Vt5o6p5qih54mI6ZSA5ZSu5Y2g5q+UIHwg5o6p5qih54mI5q+b5Yip546HIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS18CnwgMjAxOSB8IDUlICAgICAgICAgICAgICAgICAgICAgfCAzMCUgICAgICAgICAgfAp8IDIwMjAgfCAyMCUgICAgICAgICAgICAgICAgICAgIHwgNDAlICAgICAgICAgIHwKfCAyMDIxIHwgMzUlICAgICAgICAgICAgICAgICAgICB8IDUwJSAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrkuK3lm73lj7Dmub7lhYnnvanvvIzlubPlronor4HliLjnoJTnqbbmiYA=
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4.3 龙图光罩 深圳市龙图光罩股份有限公司成立于 2010 年，2023 年科创板上市过会，龙图光罩主营业务为半导体掩膜版的研发、生产和销售，是国内稀缺的独立第三方半导体掩膜版厂商。公司紧跟国内特色工艺半导体发展路线，不断进行技术攻关和产品迭代，半导体掩膜版工艺节点从 1μm 逐步提升至 130nm，产品广泛应用于功率半导体、MEMS 传感器、IC 封装、模拟 IC 等特色工艺半导体领域，终端应用涵盖新能源、光伏发电、汽车电子、工业控制、无线通信、物联网、消费电子等场景。
产业概述
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掩膜版行业深度报告：光刻环节关键材料国产掩膜版大有可为-240307（31页）.pdf
表9.国内第三方掩膜版厂扩产计划
表8.福尼克斯2022年收入结构地区分类（亿美元）
表7.福尼克斯2022年收入结构行业分类（亿美元）
表6.国内第三方掩膜版厂商发展情况
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