1. Electronics industry: the trend of consumer electronics is gradually rising. It is recommended to pay attention to Montage Technology Co.Ltd(688008) and Maxscend Microelectronics Company Limited(300782) for a long time
1.1 the scalar in Naura Technology Group Co.Ltd(002371) equipment increased month on month, and Pnc Process Systems Co.Ltd(603690) won the bid to clean the equipment
Bidding data of China semiconductor equipment in November (only published data)
Bidding data of Chinese wafer manufacturers:
Semiconductor Manufacturing International Corporation(688981) (Shaoxing): back channel tester + 7, sorter + 4, back channel packaging + 8;
Huahong semiconductor: CVD + 2, dry etching + 1, wet cleaning + 2, ion implantation + 3, oxidation diffusion + 2, rear packaging + 6;
Huali Microelectronics: PVD + 1, CVD + 3;
Changjiang storage: PVD + 4, ALD + 1, dry etching + 2, annealing + 3, oxidation diffusion + 3;
Shanghai Jita semiconductor: front channel detection + 1, front channel measurement + 1;
China Resources Microelectronics Limited(688396) : PVD + 2, dry etching + 1, degumming + 2;
Shanghai Xinwei: EPI + 1, front track detection + 2, rear track tester + 3, rear track packaging + 1;
Byd Company Limited(002594) semiconductor: rear channel packaging + 2 sets; Yandong Microelectronics: wet cleaning + 1 set;
Bid winning data of Chinese equipment manufacturers:
Naura Technology Group Co.Ltd(002371) : PVD + 4, dry etching + 3, annealing + 3, oxidation diffusion + 3;
Beijing Huafeng Test & Control Technology Co.Ltd(688200) : rear track detection + 2 sets; Kingsemi Co.Ltd(688037) : gluing development + 1 set; Shenyang tuojing: CVD + 1 set;
Huahai Qingke: CMP + 1 set; Zhongke flight test: front track test + 1 set;
Pnc Process Systems Co.Ltd(603690) : wet cleaning + 1 set
Risk analysis: localization progress is less than expected, wafer factory expansion is less than expected, and technology R & D is less than expected.
