上海合晶(688584.SH):會繼續加大對晶體成長、襯底成型及外延生長工藝的研發投入並持續擴充產能
格隆匯2月26日丨上海合晶(688584.SH)近日在接待機構投資者調研時表示,公司會繼續加大對晶體成長、襯底成型及外延生長工藝的研發投入並持續擴充產能,進一步鞏固在大尺寸半導體硅外延片領域的領先優勢。針對不同尺寸外延片產品,採取針對性發展及差異化競爭,具體來講:
①12英寸:“做大”(產能擴充)+“走進來”(實現國產化替代)
②8英寸:“做強”(通過“殺手鐗”產品實現差異化競爭優勢)
③6英寸:“走出去”(實現對國際客户頭部硅片供貨商的逐步替代)。預計未來10年內,公司初步規劃外延片摺合8英寸月產能合計超過72萬片,其中12英寸月產能達到20萬片,力爭實現公司佔全球硅外延片市場份額超過6%左右。上述產能規劃實際出貨情況,還需要根據屆時下游市場需求、市場競爭情況等因素相應變動。
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