雲南鍺業(002428.SZ):目前並未涉及氮化鎵領域
格隆匯8月9日丨有投資者向雲南鍺業(002428.SZ)提問,“請問董祕砷化鎵6英寸產線未來產能和前景如何,請從專業角度解釋一下砷化鎵和氮化鎵發展前景,公司在氮化鎵方面有技術儲備和發展計劃嗎,作為國內唯一的全產業鏈鍺業上市公司,公司在發展中是被動應對市場還是主動投入研發應對?”
雲南鍺業回覆稱,目前公司並未涉及氮化鎵領域。公司子公司雲南鑫耀半導體材料有限公司生產的化合物半導體材料砷化鎵晶片(襯底)、磷化銦晶片(襯底)可用於生產垂直腔面發射激光器(VCSEL)、大功率激光器、光通信用激光器和探測器等。運用領域包括5G、數據中心、光纖通信、新一代顯示(包括Mini LED及Micro LED)、人工智能、無人駕駛、可穿戴設備等。目前,運營商骨幹網的龐大規模,為移動通信和光纖固網通信的流量提供了強力支撐。隨着數字新基建的推進,除了5G,還將推動千兆城市、數據中心建設,對光通訊領域的帶動將會更加明顯。未來在人工智能、數據安全、6G、專網通信、車聯網等領域市場需求增長將進一步刺激化合物半導體材料的市場規模增長。目前公司在研項目主要是公司為應對將來市場需求升級而進行的技術儲備。
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