According to the elec statistics, the delivery time of international mainstream semiconductor equipment manufacturers has reached more than one year in 2021, and the delivery time of some equipment is as long as two years, which is significantly longer than the level of about 4-6 months in 2019. According to the research on the industrial chain of the organization, it is learned that the delivery date of equipment continues to be extended in the near future.
The shortage of chips has continued since 2020. Due to the interference of the epidemic, the supply chain, the outbreak of various demands such as consumer electronics and new energy, and the increase of "silicon content", it has not yet seen significant relief. According to the data of Fuchang electronics, as of the first quarter of 2022, the delivery time of analog chips, MCU, power devices and other semiconductor products generally reached more than half a year (26 weeks), and some products reached 52 weeks, continuing the trend of extension of delivery time in 2021. Analysts pointed out that under the background of soaring global demand for equipment, compared with overseas equipment, domestic equipment has relatively good delivery time, has advantages in supporting services and response speed, and has guarantee in terms of supply chain security.
According to the theme database of financial Associated Press, among the relevant listed companies:
Kingsemi Co.Ltd(688037) business covers photoresist coating and developing equipment, monolithic wet equipment, etc. among them, coating and developing equipment has successfully broken the foreign monopoly and has been widely used in advanced packaging, compound semiconductor, MEMS, LED chip manufacturing and other industries.
Shanghai Wanye Enterprises Co.Ltd(600641) recently announced that Beijing kaishitong, the holding Sun company, plans to sell several 12 inch integrated circuit equipment (including low-energy high beam ion implanters and low-energy high beam ultra-low temperature ion implanters) to important customers.
