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博傑股份(002975.SZ):公司目標是做到國內劃片機市場的行業領先地位
格隆匯 07-12 08:43

格隆匯7月12日丨博傑股份(002975.SZ)近期在接待機構投資者調研時表示,劃片機是一個非常標準化的設備,半導體劃片每年全球有120億的市場規模,中國佔全球25%的市場份額。劃片機除了可應用於半導體,下游應用領域比較寬泛,包括miniled、micro led、醫療器械等的切割需求,市場規模看好。整個半導體劃片機市場被disco壟斷的,國內廠家不到5%的市場份額。隨着日本半導體設備的禁運,國內設備的市場空間和機會會逐漸釋放。公司目標是做到國內劃片機市場的行業領先地位。

劃片機領域,公司在精確度上和Disco基本追持平,精細度都能達到1.5-2微米之間。良率和Disco會有一些偏差,目前公司正尋找日韓在半導體領域的專家進行技術拆解進一步提升設備參數。公司劃片機售價大概是1/2到2/3,但毛利率也可以做到50%以上。劃片機已實現訂單,今年會先瞄準國內半導體龍頭做大客户突破,通過大客户突破來形成市場影響力。另外還有一部分訂單是原來團隊積累的泛半導體領域客户。

對於國內設備來説,相較於disco的優勢,一個是國內設備能較好響應客户需求,比如技術上調整、交付的及時性。另一個是供應鏈安全方面,比如劃片機用的刀片,可能disco會進行禁運,刀片作為耗材如果無法採購,會影響下游製造方的供應鏈安全。另外國內設備相對進口設備有價格優勢。

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