歐晶科技(001269.SZ):32英寸半導體級石英坩堝已實現進口替代
格隆匯7月23日丨歐晶科技(001269.SZ)近日在接待機構投資者調研時表示,公司的石英坩堝工藝技術持續向“大尺寸、高品質、低成本、長壽命”方向發展。目前市場上主流石英坩堝尺寸為36英寸、32英寸,公司研發的長壽命石英坩堝使用時間可達500小時以上,極限實驗突破了600小時,將行業產品耐熱性、抗析晶性技術推向更高點,同時降低了產業鏈綜合成本。
公司是為數不多的具備量產大尺寸石英坩堝能力的廠商,可以產出42英寸石英坩堝,大幅增加了下游拉單晶的一次投料量和單位產出,為未來佈局下游大硅片配套提供前瞻性的技術支持和技術儲備。公司已完成40英寸太陽能級石英坩堝及32英寸半導體級石英坩堝的研發工作並具備量產能力,32英寸半導體級石英坩堝已實現進口替代,突破了國產石英坩堝半導體應用的技術壁壘。36英寸太陽能級石英坩堝和28英寸半導體級石英坩堝已量產併為下游客户供貨。
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