聯贏激光(688518.SH):設半導體公司把產品擴展到相關自動化設備,以高端光通訊器件貼片機為切入點
格隆匯4月24日丨聯贏激光(688518.SH)於2023年4月21日召開業績説明會,提問交流環節,就“公司設立半導體子公司,希望後續做什麼產品?以什麼樣的產品形態給客户供應?公司後續發展戰略定位?”,公司表示,聯贏激光剛成立的時候最早進入的就是光通訊行業,光通訊行業的頭部公司基本上都是公司的客户,提供的產品主要是自產的YAG激光器。因為光通訊行業對加工精度要求很高,對激光器的能量輸出的穩定性有極高的要求,聯贏的YAG激光器採用能量負反饋技術,激光輸出穩定性好,能量波動在正負3%以內,用聯贏的激光器加工可以得到較高的良品率,所以我們在高端市場的佔有率比較高。但公司以前給光通訊廠家只提供激光器或者簡單的二維、三維工作台,設備價值量較低,單台約幾十萬的價格,所以光通訊業務體量不大。現在設立半導體公司主要是圍繞光通訊和半導體廠家,除了提供激光器以外,把產品擴展到相關自動化設備,以高端光通訊器件貼片機為切入點,計劃用3-5年時間,設計研發高端TO貼片機、COC貼片機、BOX貼片機、IC固晶機、激光共晶機、劃片機等多種IC加工設備。這些產品的主要領用領域包括光通訊、傳感器、激光雷達、大功率器件IGBT、以及超高清顯示設備等。
公司定位沒有變,主業還是激光焊接,只是把原來光通訊傳統的業務做了延伸,從激光器做到精密自動化。半導體業務獨立設立子公司運營,公司控股60%,40%由團隊及公司管理層共同參與,算是公司新的嘗試,希望讓員工一起參與,共享利益、共擔風險去拓展產品線,讓員工有更高的自主性、積極性做新的業務。
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