英傑電氣(300820.SZ):半導體設備端的射頻電源訂單目前處於明顯的快速增長階段
格隆匯3月12日丨英傑電氣(300820.SZ)於2024年3月11日接受特定對象調研,就“請介紹一下公司在半導體領域的產品覆蓋情況以及競爭情況?”,公司回覆稱,半導體等電子材料行業是目前公司市場訂單佔比排第二的行業,這裏面涉及半導體設備和半導體材料兩個領域,半導體設備包括MOVCD、刻蝕機、PECVD等設備的電源配套,半導體材料包括碳化硅、藍寶石、半導體硅、電子銅箔鋁箔、光纖光纜等行業設備的電源配套。半導體設備端的射頻電源訂單目前處於明顯的快速增長階段,半導體材料端的各個行業情況不太一樣,比如碳化硅設備的電源需求在近三年連續增長,其他行業增減不一。總體上看,半導體材料端的電源需求在近幾年有10%左右的增長。這些細分行業的競爭對手不一樣,公司在大多數細分行業保持着市佔率的優勢。
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