機器人(300024.SZ):半導體業務產品包括大氣機械手等系列產品以及EFEM、真空傳輸平台
格隆匯6月4日丨機器人(300024.SZ)近日在接待機構投資者調研時表示,公司半導體業務產品包括大氣機械手、真空機械手等系列產品以及EFEM、真空傳輸平台,產品主要應用在刻蝕、薄膜沉積、離子注入等工藝環節,涉及硅片生產、晶圓加工、封裝等半導體制造全產業鏈,下游客户包括如北方華創、中微半導體、屹唐股份、拓荊科技等半導體工藝設備廠商。
目前公司大氣類產品(包括EFEM、大氣機械手)、兩軸真空直驅機械手、真空傳輸平台系列產品已實現批量化訂單,半導體裝備業務應用規模化效應初步顯現。隨着研發的不斷推進以及成果的轉化,為此業務板塊的快速成長提供了保障。
公司一直以產業安全、實現自主可控為目標,隨着半導體行業國產化進程的加快,半導體行業外部環境導致國產替代機會的持續,公司也將為業務釋放提前佈局產能。
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