Bidding data of China’s semiconductor equipment in January (only the published data)
Bidding data of Chinese wafer manufacturers:
Huahong semiconductor: PVD + 11, CVD + 12, lithography + 6, CMP + 9, annealing + 4, heat treatment + 1, ion implantation + 7;
Huali Microelectronics: Brush chip machine + 2 sets; Shanghai Jita semiconductor: PVD + 1 set;
Shanghai Xinwei: front channel metering + 1, rear channel testing machine + 2, probe platform + 1, rear channel packaging + 2;
Shanghai core technology: back channel tester + 1, probe platform + 1; Fujian Jinhua: gluing development + 2 sets;
Yandong Microelectronics: front detection + 2, wet cleaning + 8, oxidation diffusion + 14;
Bid winning data of Chinese equipment manufacturers:
Advanced Micro-Fabrication Equipment Inc.China(688012) : dry etching + 1 set; Kingsemi Co.Ltd(688037) : film brushing machine + 2, gluing development + 3;
Pnc Process Systems Co.Ltd(603690) : wet cleaning + 8 sets; Hangzhou Chang Chuan Technology Co.Ltd(300604) : tester + 2 sets;
Gl Tech Co.Ltd(300480) : ceramic cutting machine + 6 sets;
Prosperity data of semiconductor equipment industry:
Sales of semiconductor equipment from 2021 to 2023: the global sales volume is USD 103.0/114.0/113.4 billion respectively, with a year-on-year increase of + 44.4% / + 11.2% / – 0.8% (predicted by semi21 in December); The Chinese mainland was 290/340/360 billion, up from +53.7%/+19.2%/+5.8% ( Everbright Securities Company Limited(601788) Institute forecast in January 22). In December 2021, the shipment volume of semiconductor equipment in North America was US $3.917 billion, with a year-on-year increase of 46.10%.
Investment suggestions for semiconductor equipment industry: it is recommended to pay attention to listed companies, including Naura Technology Group Co.Ltd(002371) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Pnc Process Systems Co.Ltd(603690) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Suzhou Hyc Technology Co.Ltd(688001) , Shanghai Wanye Enterprises Co.Ltd(600641) (kastone), Gl Tech Co.Ltd(300480) , Kingsemi Co.Ltd(688037) , shengmei Shanghai, Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Wuhan Jingce Electronic Group Co.Ltd(300567) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Shanghai Sheng Jian Environment Technology Co.Ltd(603324) , Shanghai Gentech Co.Ltd(688596) , and asmpacific (H); Non listed companies include Yitang semiconductor, Huahai Qingke, Shenyang tuojing, Shanghai microelectronics and Dongfang Jingyuan.
Investment suggestions for semiconductor materials industry: it is suggested to focus on listed companies, including Jiangsu Yoke Technology Co.Ltd(002409) , Red Avenue New Materials Group Co.Ltd(603650) , Crystal Clear Electronic Material Co.Ltd(300655) , Hubei Dinglong Co.Ltd(300054) , Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , Shanghai Sinyang Semiconductor Materials Co.Ltd(300236) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) , Thinkon Semiconductor Jinzhou Corp(688233) , Hangzhou Lion Electronics Co.Ltd(605358) , National Silicon Industry Group Co.Ltd(688126) – u, Guangdong Huate Gas Co.Ltd(688268) , Suzhou Jinhong Gas Co.Ltd(688106) .
Risk analysis: the progress of localization is less than expected, the expansion of Wafer Factory is less than expected, and the technology research and development is less than expected.
