科威爾(688551.SH):已通過對外投資的方式實現了對鍵合機、劃片機等設備的佈局
格隆匯5月22日丨有投資者向科威爾(688551.SH)提問:請介紹一下公司在功率半導體領域進展情況,以及未來的發展規劃。
科威爾回覆:目前,公司在功率半導體領域仍以硅基IGBT動靜態測試系統產品為主,主要客户包括中車時代電氣、上汽英飛凌、華潤微、羅姆、中芯國際、安世半導體等。2023年,公司將繼續推進樣機試用和訂單轉換工作,積極拓展更多的下游客户。
在碳化硅領域,由於在成本、技術等方面仍面臨一定的難題,下游廠商目前處於由研發向小批量生產轉換的階段,因此對於碳化硅測試台的需求不是很大。現階段公司在碳化硅領域客户主要以頭部廠商為主,未來市場格局的改變我們認為還是要看國內晶圓及上游襯底層面良率的改善情況。
在功率半導體領域,公司的長期目標是圍繞封測領域,以功率模塊為切入點,佈局全線封裝測試解決方案。目前,除公司已有的測試系統外,公司已通過對外投資的方式實現了對鍵合機、劃片機等設備的佈局。未來,公司也會對其他主設備進行資源整合,逐步實現功率半導體封裝測試整線的國產化、科威爾化的目標。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.