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DISCO垄断国内划片刀、减薄砂轮市场,占80%以上
DISCO垄断国内划片刀、减薄砂轮市场,占80%以上
行业数据
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图片格式:PNG
图片大小:59KB
图片尺寸:1711*735
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所属报告:
国机精工-深度报告:特种轴承龙头培育钻石设备+产品双轮驱动-220609(41页).pdf
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产业链
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DISCO耗材业务与半导体市场规模增速比较
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行业数据
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FY24DISCO业务结构(按地区拆分)
fCDlnLDljLogICAgICAgfCDkuJrliqHljaDmr5TvvIgl77yJIHwKfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS18Cnwg5Lit5Zu95aSn6ZmGICAgfCAzMiAgICAgICAgICAgIHwKfCDkuK3lm73lj7Dmub4gICB8IDE5ICAgICAgICAgICAgfAp8IOWMl+e+jiAgICAgICB8IDEyICAgICAgICAgICAgfAp8IOaXpeacrCAgICAgICB8IDExICAgICAgICAgICAgfAp8IOmfqeWbvSAgICAgICB8IDExICAgICAgICAgICAgfAp8IOasp+a0siAgICAgICB8IDcgICAgICAgICAgICAgfAp8IOWFtuS7luWcsOWMuiAgIHwgOSAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlhazlj7jotKLmiqXvvIzljY7ms7DnoJTnqbY=
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行业数据
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原图定位
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FY24DISCO业务结构(按下游应用拆分)
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行业数据
2026-01-29
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2014-2023财年DISCO营业收入CAGR为9%
fCDotKLlubQgfCDokKXkuJrmlLblhaXvvIjkur/lhYPvvIkgfCBZb1kgfAp8IC0tLSB8IC0tLSB8IC0tLSB8CnwgRlkyMDE0IHwgNjUgfCAyMCUgfAp8IEZZMjAxNSB8IDc0IHwgMiUgfAp8IEZZMjAxNiB8IDgzIHwgNSUgfAp8IEZZMjAxNyB8IDk5IHwgMjUlIHwKfCBGWTIwMTggfCA5MCB8IC0xMiUgfAp8IEZZMjAxOSB8IDkyIHwgLTQlIHwKfCBGWTIwMjAgfCAxMDkgfCAzMCUgfAp8IEZZMjAyMSB8IDEzMiB8IDM5JSB8CnwgRlkyMDIyIHwgMTQ3IHwgMTIlIHwKfCBGWTIwMjMgfCAxNDUgfCA4JSB8CgrotYTmlpnmnaXmupDvvJpXaW5k77yM5Lic5ZC06K+B5Yi456CU56m25omA
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行业数据
2024-09-25
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2023财年DISCO精密加工设备收入占比约63%
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行业数据
2024-09-25
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2014-2023财年DISCO销售毛利率和净利率总体稳步提升,盈利能力优秀
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行业数据
2024-09-25
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2023财年DISCO约36%的收入来自中国大陆
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行业数据
2024-09-25
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2021年全球半导体划片机龙头为DISCO,市占
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行业数据
2024-09-25
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2014-2023财年DISCO净利润CAGR为16%
fCDotKLlubQgfCDlh4DliKnmtqbvvIjkur/lhYPvvIkgfCBZb1kgfAp8IC0tLSB8IC0tLSB8IC0tLSB8CnwgRlkyMDE0IHwgMTAgfCA2NiUgfAp8IEZZMjAxNSB8IDEzIHwgMTUlIHwKfCBGWTIwMTYgfCAxNSB8IDUlIHwKfCBGWTIwMTcgfCAyMiB8IDU0JSB8CnwgRlkyMDE4IHwgMTggfCAtMjIlIHwKfCBGWTIwMTkgfCAxOCB8IC00JSB8CnwgRlkyMDIwIHwgMjMgfCA0MSUgfAp8IEZZMjAyMSB8IDM0IHwgNjklIHwKfCBGWTIwMjIgfCA0MyB8IDI1JSB8CnwgRlkyMDIzIHwgNDAgfCAyJSB8CgrotYTmlpnmnaXmupDvvJpXaW5k77yM5Lic5ZC06K+B5Yi456CU56m25omA
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行业数据
2024-09-25
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减薄机海外龙头为DISCO、东京精密等,2022年
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行业数据
2024-09-25
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2023年DISCO业务构成
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其它
2024-07-03
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DISCO2006至今毛利率及净利率提升显著
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其它
2024-07-03
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行业数据
2026-07-30
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国产化率不足 10%,进口替代向上渗透空间足。根据《半导体加工用金刚石工具现状》数据,国产减薄砂轮和划片刀市场占有率仅 10%和 9%,高端半导体加工企业所用金刚石工具基本上被国外产品垄断。日本 DISCO 公司,东京精密株式会社和以色列 ADT 公司几乎垄断了国内中高端市场。其中,日本 DISCO 公司是全球最大的划片机供应商,减薄机也占主导地位,全球市占率超 70%,在国内市占率高达80%-85%。
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