Bidding data of China semiconductor equipment in March (only published data) bidding data of Chinese wafer manufacturers:
Huahong semiconductor: PVD + 3, CVD + 24, EPI + 2, ECP + 3, lithography + 1, dry etching + 24, wet etching + 5, front channel detection + 5, front channel measurement + 14, dry cleaning + 2, wet cleaning + 15, degumming + 9, brush + 3, CMP + 4, annealing + 8, ion implantation + 11, oxidation diffusion + 2, back channel packaging + 6; Shanghai Jita semiconductor: dry etching + 1, wet etching + 1, gluing development + 1, oxidation diffusion + 15, probe + 7 China Resources Microelectronics Limited(688396) : wet etching + 2 sets, wet cleaning + 1 set; Shanghai Xinwei: PVD + 1 set; Shanghai new silicon polymerization: CMP + 1 set; Fujian Jinhua: CVD + 1, front metering + 1; Yandong Microelectronics: wet cleaning + 7 sets; Bid winning data of Chinese equipment manufacturers:
Naura Technology Group Co.Ltd(002371) : PVD + 4, dry etching + 6, wet cleaning + 7, annealing + 7, oxidation diffusion + 1; Shengmei semiconductor: ECP + 1, wet cleaning + 5, degumming + 5; Shenyang tuojing: CVD + 3 sets; Shanghai microelectronics: annealing + 2 sets, defect detection microscope + 1 set; Huahai Qingke: CMP + 3 sets; Zhongkexin electronic equipment: ion implanter + 1 set; Zhongke flight test: front track test + 1 set Shenzhen Xinyichang Technology Co.Ltd(688383) : sticking machine + 121 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% (semi forecast in December 21); The Chinese mainland was 288343/363 billion, up from +53.7%/+19.2%/+5.8% ( Everbright Securities Company Limited(601788) Institute forecast in January 22).
In March 2022, the import volume of semiconductor equipment in China’s Taiwan was 2 billion 872 million US dollars, an increase of 0.35% over the same period last year. 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 recommendations for semiconductor equipment industry investment in semiconductor device industry: investment recommendations: suggestions: suggestions: suggestions: suggestions to focus on the listed companies: including Naura Technology Group Co.Ltd(002371) \ , 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) , asmpacific (H).
Investment recommendations for the semiconductor materials industry investment in the semiconductor materials industry: suggestions: suggestions: suggestions to focus on a listed company that includes the Thinkon Semiconductor Jinzhou Corp(688233) \ , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) , 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.
