清溢光電(688138.SH):待大量晶圓廠建成後對掩膜版的需求會大量增加
格隆匯10月19日丨清溢光電(688138.SH)接受特定對象調研時,有投資者問:進入掩膜版行業的企業越來越多,請問公司面對當前的競爭局勢有什麼準備嗎?尤其是在半導體業務方面。
答:首先,半導體掩膜版的市場容量相對較大,不少投資人進入掩膜版行業,是正常的狀態;其次,目前國內的晶圓廠商處於起步階段,待大量晶圓廠建成後,對掩膜版的需求會大量增加。
公司對當前競爭局勢有充分的認識和考量,已制定全面的成長策略:(1)在產能擴張方面,合肥工廠持續擴產,佛山新廠建設正在規劃中,未來通過兩座新型智能化的掩膜版生產基地的投建,將進一步擴大產能,提升產品精度和品質,力爭成為全球範圍內掩膜版行業中產能規模較大、市場佔有率較高、營業收入與利潤增長較快的行業領先者;(2)在技術升級方面,平板顯示掩膜版業務領域正在逐步推進 6 代超高精度AMOLED/LTPS 等掩膜版的研發、高規格半透膜掩膜版(HTM)與高規格相移掩膜版(PSM)規劃開發,半導體業務領域在開展 130nm-65nm 半導體芯片掩膜版的工藝研發和 28nm半導體芯片所需的掩膜版工藝開發規劃,將來在對高端產品的開發支持上公司會有更大的力度;(3)在管理方面,公司將不斷提升經營管理效率,升級軟件及信息安全等系統。
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