機器人(300024.SZ):在真空機械手方面,兩軸真空直驅機械手產品已實現小批量、多批次應用在客户端
格隆匯6月12日丨機器人(300024.SZ)在近日特定對象調研表示,目前半導體領域內相關產品的市場大部分由美國Brooks、日本Rorze等國外廠商佔據,公司真空機械手等產品初始立項旨在解決該領域的國產化需求問題,公司始終以產業安全,實現自主可控為目標,逐步攻克技術難關,是國內最早能做到半導體機械手產品產業化的公司。公司半導體業務產品主要為真空機械手及集束型設備,包括:大氣機械手、真空機械手等系列產品、EFEM、真空傳輸平台。服務的下游行業是半導體工藝設備廠商,主要客户包括北方華創、中微半導體、屹唐股份、拓荊科技、華海清科等。2022年度,公司在真空機械手方面,兩軸真空直驅機械手產品已實現小批量、多批次應用在客户端;三軸真空直驅機械手產品處於客户端驗證階段,其結合全新控制器軟硬件平台的應用,可支撐下游客户的長期應用;四軸真空直驅機械手產品處於研發階段。
目前,公司EFEM產品的三大部件,即大氣機械手、ALIGNER、Loadport/SMIF產品已全面實現自主設計。公司二軸和三軸機械手產品系與國際廠商競爭的主流產品,後續進入批量銷售階段之後,會有較大的進口替代空間。未來伴隨着半導體行業外部環境導致的國產替代機會仍會持續,公司也會為業務釋放提前佈局產能。半導體領域設備導入壁壘較高,一般導入週期在六個月至一年。
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.