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研報掘金丨開源證券:矽電股份有望持續受益於半導體測試設備的國產替代

開源證券研報指出,矽電股份是國內領先的探針測試技術系列設備製造企業,專注於半導體探針測試技術領域。憑藉國內領先的技術水平和優質的客戶服務,已成爲中國大陸探針臺市場市佔率排名第一的境內廠商。技術方面,公司是中國大陸首家實現產業化應用的12英寸晶圓探針臺設備廠商,定位精度等方面比肩行業第一梯隊廠商東京電子和東京精密,2024年H1核心技術產品收入佔比超九成。服務方面,公司相比境外競爭對手更加貼近中國大陸半導體生產企業,具備貼近產地的地緣優勢和快速響應的售後服務。隨着半導體行業在國民經濟中基礎性、關鍵性和戰略性地位愈發凸顯,國產替代進程將持續深化,探針臺等半導體設備市場增量空間有望加速打開。公司作爲國內探針臺設備龍頭,有望持續受益於半導體測試設備的國產替代。

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