【编者按】11月20日,上海市委书记李强在关于“在上海证交所设立科创板并试点注册”的调研中提到,要瞄准集成电路、人工智能、生物医药、航天航空、新能源汽车等关键重点领域,让那些具有新技术、新模式、新业态的“独角兽”“隐形冠军”企业真正脱颖而出。
作为科创板重点支持领域,集成电路乃至半导体产业的发展一直广受各界人士关注。亿欧科技频道此次搭建专题,致力于通过聚焦更细的产业方向,为你解读集成电路领域全产业链环节发展现状,关注行业公司动态,做出重点分析,为行业发展带来趋势性研究和预判。
设计:细分领域具备亮点,核心关键领域设计能力不足,长期来看可透过海外合作、并购与产业链集成逐步提升高端关键竞争力;
shebei:zizulvdi,xuqiuquekoujida,dangqianzaizhongduanshebeishixiantupo,chubuchanyelianchengtaobuju,dangaoduanzhicheng/chanpinrengxugongke,duanqineiketongguoyufeimeihaiwaiqiyehezuo,jiangdiduimeiguodeyilai;
cailiao:zaibacaidenglingyuyijingbijianguojishuiping,danzaiguangkejiaodenggaoduanlingyurengxujiaozhangshijianshixianguochantidai,panduankecongzhengcefuchi+haiwaibinggouliangfangmianjijijicheng;
fengce:zuixiannengshixianzizhukekongdelingyu,shoumaoyizhanyingxiangjiaodi,shangshigongsiyouwangtongguoguimoxiaoyingchengweiquanqiulongtou;
zhizao:quanqiushichangjizhong,taijidianzhanjuyibanyishangfene,shoumaoyizhanyingxiangxiangduijiaodi。dalujishendierjituan,quanqiuchannengkuochongjizhongzaidaludiqu,weilaiketongguozibenkuochong+rencaijijuxiangdiyitiduijinjun。
zongdelaishuo,suiranbufenlingyuyouduanqiduice,danzhengtieryanguoneibandaoticongshejidaozhizaoduandefazhanrengshizhangqikangzhan;zhangqichuletongguoyikaozijinzhichiyuneixushichangzhiwai,yexuyaotongguojijixunqiuguojihezuodengfangshi,qianghuazishenzaizhongyaolingyudejishushili。
芯片设计业处于半导体行业的最上游,无论是全球还是国内,都是增速最快的领域。受益于国内下游终端需求巨大和政府政策大力支持,国内IC设计产业一直高速迅猛发展。
从国内芯片设计领域的代表来看:中国的heziguangzhanruiyijingchengweiquanqiulingxiandezhinengshoujizhuchuliqixinpiandeshejichangshang,bingzaichanzhishangyueshengweiquanqiuqianshidadefablessgongyingshang,zhongguodexinpianshejichangshangbuguangzaizhinengshoujilingyushangyousuojueqi,tongshizaiqitaxifenlingyushichangyeyouyouxiugongsideyongxian。birugekeweizhanjule500mbyixiacisshichangdedaduoshushichangfene,shangshigongsihuidingkejizaizhiwenshibiexinpianshichangdechuhuoliangweijushijielingxianshuiping,zhaoyichuangxinzainor flashshichangfeneminglieqianmao。danwomenyinggaiyishidao,dangqianquanqiuicshejirengyimeiguoweizhudao,zhongguodalushizhongyaocanyuzhe。youqishizaihexinxinpianshejilingyu,womenduimeiguodeyilaichengdujiaogao,tianfengdianzirenwei,zheizhuyaobiaoxianzaicpu、cunchuqi、fpga、ad/dadengxinpianshangmian。
zongtikanlai,guoneixinpianshejideshangshigongsi,jibendoushizaixifenlingyudeguoneizuiqiang。
biru2017nianhuidingkejizaizhiwenshibiexinpianlingyushixianleduiruidianfpcdechaoyue,chengweiguochanshejixinpianzaixiaofeidianzixifenlingyushaoyoudequanqiudiyi。shilanweicongjichengdianluxinpianshejiyewukaishi,zhubudajianlexinpianzhizaopingtai,bingyijiangjishuhezhizaopingtaiyanshenzhigonglvqijian、gonglvmokuaihememschuanganqidefengzhuanglingyu。danyuguojibandaotidachangxiangbi,buguanshigaoduanxinpianshejinengli,haishiguimo、yinglishuipingdengfangmianrengyoufeichangdadezhuigankongjian。
相关的上市公司有:
科技
quanzhikejichengliyu2007nian,yu2015nianshenjiaosuochuangyebanshangshi。gongsishilingxiandezhinengyingyongchuliqisochemonixinpianshejichangshang,zaichaogaoqingshipinbianjiema、gaoxingnengcpu/gpuduohejicheng、xianjingongyidegaojichengdu、chaodigonghaodengfangmianchuyuyejielingxianshuiping,chanpinlingyufugaichelianwang、zhinengyingjian、zhinengjiadian、fuwujiqiren、wurenji、xunixianshi、pingbandiannao、otthezi、yidonghulianwangshebeiyijizhinengdianyuanguanlideng。
2013-2017nian,gongsiyingshoucagr=-7.64%,2017nianyingshou12.01yiyuan,tongbi-4.08%,jinglirun-174wanyuan,tongbi-101.21%。
汇顶科技
汇顶科技成立于2002年,于2016年上交所主板上市。公司作为人机交互领域可靠的技术与解决方案提供商,在包括手机、平板和可穿戴产品在内的智能移动终端人机交互技术领域不断取得新进展,陆续推出拥有自主知识产权的Goodix Link技术、指纹识别与触控一体化的IFS技术、活体指纹检测技术、屏下光学指纹识别技术等,产品和解决方案应用在华为、联想、中兴、OPPO、vivo、魅族、乐视、xianshi、jdi、nuojiya、dongzhi、songxia、hongqi、huashuodengguojiguoneizhimingzhongduanpinpai。
gongsi2013-2017nianyingshoucagr=52.23%,jingliruncagr=36.35%,2017niangongsiyingshou36.82yiyuan,tongbi+19.56%,jinglirun8.87yiyuan,tongbi+3.53%。
盈方微
yingfangweichengliyu2008nian,shiguoneilingxiandesocxinpianshejiqiye,gongsishiyijiazhuanyejichengdianlushejihezhinengyingxiangsuanfayanfadegongsi,zhuanzhuyuyingyongchuliqihezhinengyingxiangchuliqisocjiyingyongpingtaideshejiheyanfa。gongsizaiduohegaoxingnengcpu/gpujiagoujicheng、chaodigonghaojiagou、chaogaoqingshipinbianjiema、gaoxingnengisptuxiangxinhaochuliqi、zhinengshipinfenxihejiqishijuesuanfadenghexinjishuyanfachuyuyejielingxianshuiping,chanpinzhuyaoyingyongyushipinjiankong、shumaxiangji、xunixianshi、chelianwang、wulianwang、pingbandiannao、zhinengjidinghedenglingyu。
2013-2017niangongsiyingshoucagr=22.47%,17nianyingshou2.41yiyuan,tongbi-49.39%,jinglirun-3.27yiyuan,tongbi-1506.75%。
兆易创新
zhaoyichuangxinchengliyu2005nian,2016nianyushangjiaosuozhubanshangshi。gongsishiyijiayizhongguoweizongbudequanqiuhuaxinpianshejigongsi,zhiliyugeleicunchuqi、kongzhiqijizhoubianchanpindeshejiyanfa,yanfarenyuanzhanquanyuanbili55%。gongsichanpinweinor flash、nand flashyijimcu,guangfanyingyongyushouchiyidongzhongduan、xiaofeidianzileidianzichanpin、gerendiannaojizhoubian、wangluodianxinshebei、yiliaoshebei、bangongshebei、qichedianzijigongyekongzhishebeidenggegelingyu。
富瀚微
fuhanweichengliyu2004nian,2017nianyushenjiaosuochuangyebanshangshi。gongsizhuanzhuyushipinjiankongxinpianjijiejuefangan,manzugaosuzengzhangdeshuzishipinjiankongshichangduishipinbianjiemahetuxiangxinhaochulidexinpianxuqiu,tigonggaoxingnengshipinbianjiemasochetuxiangxinhaochuliqixinpian,yijijiyuzheixiexinpiandeshipinjiankongchanpinfangan,zhiliyuyuguoneiwaishebeizhizaoshang、jiejuefangantigongshangchuangjianjinmihezuoguanxi,gongtongbawoshichangqiji,weikehutigonggaoxingjiadechanpinhefuwu,chixuchuangzaojiazhi。
2013-2017niangongsiyingshoucagr=38.27%,jingliruncagr=38.25%,2017niangongsiyingshou3.21yiyuan,tongbi+39.64%,jinglirun1.06yiyuan,tongbi-3.84%。
北京君正
beijingjunzhengchengliyu2005nian,yu2011nianzaishenjiaosuochuangyebanshangshi。gongsiyouguochanweichuliqidezuizaochangdaozhezaiyeneizhumingfengtouzijindezhichixiafaqi,zhiliyuzaizhongguoyanzhizizhuchuangxincpujishuhechanpin,muqianyifazhanchengweiyijiaguoneiwailingxiandeqianrushicpuxinpianjijiejuefangantigongshang。gongsiyongyouquanqiulingxiandeqianrushicpujishuhedigonghaojishu。zhenduiyidongchanpindetedian,beijingjunzhengchuangzaoxingdituichuleqidutedemips32jianrongdeweichuliqijishuxburst,qizhupin、duomeitixingneng、mianjihegonghaojunlingxianyugongyejiexianyoude32weiriscweichuliqineihe。tongshigongsizhenduikechuandaishihezhinengshebeishichangtuichumxiliexinpian,bingzhenduizhinengshoubiao、zhinengyanjingdengtuichuleyilanzijiejuefangan。
2013-2017niangongsiyingshoucagr=18.10%,jingliruncagr=-28.79%,2017niangongsiyingshou1.84yiyuan,tongbi+65.17%,jinglirun650wanyuan,tongbi-7.81%。
中颖电子
zhongyingdianzichengliyu1994nian,yu2012nianzaishenjiaosuochuangyebanshangshi。gongsishiyijiazhuanzhuyudanpianjijichengdianlushejiyuxiaoshoudegaoxinjishuqiye,zhuanzhuyudanpianji(mcu)chanpinjichengdianlusheji,mcumutibaokuo4-bit otp/mask mcu、8-bit otp/mask mcu、8-bit flash mcu,zhuyaoyingyongyugezhongxiaojiadian、baisejiadian、heisejiadian、qichedianzizhoubian、yundongqicai、yiliaobaojian、sibiao(shui、dian、qi、nuan)、yiqiyibiao、anfang、dianyuankongzhi、madakongzhi、gongyekongzhi、bianpin、shumadianji、jisuanjijianpan、shubiao、wangluoyinle(bianxieshi、chezai、chuangtouyinxiang)、wuxianertongjiankongqi、wuxianerji/laba/menling。
2013-2017niangongsiyingshoucagr=19.37%,jingliruncagr=48.74%,2017niangongsiyingshou6.86yiyuan,tongbi+32.46%,jinglirun1.29yiyuan,tongbi+20.99%。
国科微
guokeweichengliyu2008nian,yu2017nianzaishenjiaosuochuangyebanshangshi。gongsizhangqizhiliyuguangbodianshi、zhinengjiankong、gutaicunchu、wulianwangdenglingyudaguimojichengdianlujijiejuefangankaifa,xianhoutuichulezhichindsgaojianquandejiemaxinpian、h.265gaoqingxinpian、gaoduanyinxiangxinpian、gaoduangutaicunchukongzhixinpian、gaoqinganfangjiankongxinpiandengyixilieyongyouhexinzizhuzhishichanquandexinpian,zaiduogelingyutianbuguoneikongbai、shixiantidaijinkou。
2013-2017niangongsiyingshoucagr=48.39%,jingliruncagr=65.87%,2017niangongsiyingshou4.12yiyuan,tongbi-15.8%,jinglirun0.46yiyuan,tongbi-7.38%。
纳思达
nasidachengliyu1991nian,yu2007nianzaishenjiaosuozhongxiaoqiyebanshangshi。gongsishiguojilingxiandedayinzonghefanganshang,yongyoudayinjijidayinhaocaijiamisocxinpiandehexinjishu,tongguoxianjinshougouscc、kongguduojiajingzhengqiye、lianheshougouquanqiubiaozhixingpinpailexmarkdengyixiliezichanyunzuozhihou,zaixinpian、haocailingbujian、haocai、jiguangdayinji、dayinguanlifuwudengshangxiayouwanzhengchanyelianjinxingbuju,chedigaibianleyuanzhuanghetongyonghaocaixingyedeshijiegeju。gongsiquanzizigongsiaipaikeshiweiwoguoweiyizhangwozizhuhexinjishuhezhishichanquandeguochanjiguangdayinji-bentutigongxinpiandegongyingshang,bingzuoweiquanqiuweiyidequanzizhuguochansocxiliexinpiankaifazhe,muqianyichengweiguoneijiguangdayinjizhuanyongsocxinpiandeyinlingzhe,bingqieshiquanqiuzuidajianronghaocaisocxinpiandegongyingshang。
2013-2017niangongsiyingshoucagr=253.32%,jingliruncagr=398.72%,2017niangongsiyingshou213yiyuan,tongbi+267.31%,jinglirun14.51yiyuan,tongbi+633%。
圣邦股份
shengbanggufenchengliyu2007nian,yu2017nianzaishenjiaosuochuangyebanshangshi。gongsishigaoxingnengmonixinpianfablesschangshang,congshixinpianyanfahexiaoshou,fugaixinhaolianhedianyuanguanliliangdalingyu。gongsimuqianchanpinhangaixinhaolianhedianyuanguanliliangdalingyu,baokuoyunsuanfangdaqi、bijiaoqi、yin/shipinfangdaqi、monikaiguan、afe、xianxingwenyaqi、dc/dczhuanhuanqi、ovp、fuzaikaiguan、ledqudongqi、cpudianyuanjiankongdianlu、madaqudong、mosfetqudongjidianchiguanlixinpiandeng。guangfanyingyongyuxiaofeidianzi、gongyekongzhi、yiliaoyiqi、qichedianzi、wulianwang、kechuandaishebei、rengongzhinengdengxinxingdianzichanpinlingyu。
monixinpianxingyejuyouchuanyueguizhouqideshuxing,bingjiangmoniquedingweibandaotikuaniandutouzizhuxianzhiyi。tongguochanyelianyanzheng,8cunjingyuanxiayouxuqiudewangshengjiangchixujiaozhangshijian,monixinpianzaizhongduanyingyongshangdefensanhuahesuipianhuadailaidefengxianfensanwendingzengzhang,erchaoyuemoerdinglvxiazhongduanyingyongdeshentoukuosanyoujiangdailaijiasuzengzhangguaidian,chixukanhao2018nianguoneimonixinpianqiyequdekuayueshidezengzhang。shengbanggufenzuoweiguoneimonixinpianlongtougongsi,jibenmianjiangchixuxianghao。
2013-2017niangongsiyingshoucagr=20.85%,jingliruncagr=18.21%,2017niangongsiyingshou5.31yiyuan,tongbi+17.6%,jinglirun0.94yiyuan,tongbi+16.33%。
欧比特
oubitechengliyu2000nian,yu2010nianzaishenjiaosuochuangyebanshangshi。gongsishiwoguo“junminronghe”zhanlvedejijijianxingdanwei,zhuyaocongshiyuhangdianzi、weinaweixingxingzuojiweixingdashuju、rengongzhinengjishuhechanpindeyanzhiyushengchan,fuwuyuhangkonghangtian、guofanggongye、dilixinxi、guotuziyuan、nonglinmuyu、huanjingbaohu、jiaotongyunshu、zhihuichengshi、xiandaijinrong、gerenxiaofeidenglingyu。gongsizhiliyuqianrushisocchuliqixinpian、siplitifengzhuangmokuai/xitong、embcyuhangzongxiankongzhixitongdeyanzhi、sheji、shengchanhexiaoshou,shiwoguoyuhangsparc v8chuliqisocxinpiandebiaoganqiye、siplitifengzhuangmokuai/xitongdekaituozhe。
2013-2017niangongsiyingshoucagr=48.67%,jingliruncagr=43.78%,2017niangongsiyingshou7.39yiyuan,tongbi+31.95%,jinglirun1.2yiyuan,tongbi+42.55%。
上海贝岭
shanghaibeilingchengliyu1998nian,yu1998nianzaishangjiaosuozhubanshangshi。gongsiqianshenshishanghaibeilingweidianzizhizaoyouxiangongsi,1988nianyoushanghaishiyibiaoju、shanghaibeiergongsihezisheli,shiguoneijichengdianluxingyedediyijiazhongwaiheziqiye。1998nian8yuegaizhishangshihou,gongsigengmingweishanghaibeilinggufenyouxiangongsi,shiguoneijichengdianluxingyedediyijiashangshigongsi。gongsitigongmoniheshumohunhejichengdianlujixitongjiejuefangan。gongsimuqianjichengdianluchanpinyewufugaijiliangjisoc、dianyuanguanli、tongyongmoni、feihuifacunchuqi、gaosugaojingduadcwudachanpinlingyu,zhuyaomubiaoshichangweidianbiao、shouji、yejingdianshijipingbanxianshi、jidinghedenggeleigongyejixiaofeidianzichanpin。
2013-2017niangongsiyingshoucagr=-1.03%,jingliruncagr=42.36%,2017niangongsiyingshou5.61yiyuan,tongbi+10.37%,jinglirun1.75yiyuan,tongbi+331%。
士兰微
shilanweichengliyu1997nian,yu2003nianzaishangjiaosuozhubanshangshi。gongsishiyijiazhuanyecongshijichengdianluyijibandaotiweidianzixiangguanchanpindesheji、shengchanyuxiaoshoudegaoxinjishuqiye。gongsizhuyaochanpinshijichengdianluyijixiangguandeyingyongxitonghefangan,zhuyaojizhongzaiyixiasangelingyu:yixiaofeileishuziyinshipinyingyonglingyuweimubiaodejichengdianluchanpin,baokuoyiguangpansifuweijichudexinpianhexitong。
2013-2017niangongsiyingshoucagr=13.75%,jingliruncagr=-3.41%,2017niangongsiyingshou27.41yiyuan,tongbi+15.44%,jinglirun1.03yiyuan,tongbi+12.19%。
紫光国微
ziguangguoweichengliyu1991nian,yu2005nianzaishenjiaosuozhongxiaoqiyebanshangshi。gongsishiziguangjituanyouxiangongsiqixiadebandaotixingyeshangshigongsi,zhuanzhuyujichengdianluxinpianshejikaifayewu,shilingxiandejichengdianluxinpianchanpinhejiejuefangantigongshang,chanpinjiyingyongbianjiguoneiwai,zaizhinenganquanxinpian、gaokekaotezhongjichengdianlu、gaowendingcunchuqixinpian、anquanzizhufpga、gonglvbandaotiqijian、chaowenjingtipinlvqijiandenghexinyewulingyuyixingchenglingxiandejingzhengtaishiheshichangdiwei。
2013-2017niangongsiyingshoucagr=18.74%,jingliruncagr=0.47%,2017niangongsiyingshou18.29yiyuan,tongbi+28.94%,jinglirun2.79yiyuan,guimujingliruntongbi-16.73%。
富满电子
fumandianzichengliyu2001nian,yu2017nianzaishenjiaosuochuangyebanshangshi。gongsishiyijiacongshigaoxingnengmonijishumohunhejichengdianlushejiyanfa、fengzhuang、ceshihexiaoshoudeguojiajigaoxinjishuqiye。muqianyongyoudianyuanguanli、ledqudong、mosfetdengshejixiaofeilingyuicchanpinsibaiyuzhong。gongsimuqianyongyouicchanpin200duozhong,tebieshizaixiaofeixingchanpindianyuanguanlilei、ledkongzhilei、gongfangleidechanpinyongyoujiaogaodeshichangzhanyoulv。jieduishichangqushidezhangwohebuduanzhiliyuxinchanpindeyanfajijishudechuangxin,gongsimuqianyongyouicchanpin200duozhong,tebieshizaixiaofeixingchanpindianyuanguanlilei、ledkongzhilei、gongfangleidechanpinyongyoujiaogaodeshichangzhanyoulv。
2013-2017niangongsiyingshoucagr=21.28%,jingliruncagr=23.74%,2017niangongsiyingshou4.4yiyuan,tongbi+33.4%,jinglirun0.58yiyuan,tongbi53.04%。
东软载波
dongruanzaibochengliyu1992nian,yu2011nianzaishenjiaosuochuangyebanshangshi。gongsizi1996nianqikaizhandianlixianzaibotongxinjishuyanjiu,2000niantuichudiyidaidianlixianzaibotongxinxinpian,zhijinyifazhanle6daichanpin。yituoqiangdadeyanfashili,gongsixiangjikaifachuzhaidaidisu、zhaidaigaosu、kuandaidisu、kuandaigaosudengxiliedianlizaibotongxinxinpian。leijixiaoshou2yiduopian,zaiwangyunxingdongruanzaibofanganchaoguo1yi。gongsixianyixingchengleyizhinengzhizaoweijichu,yixinpianshejiweiyuantou,zhinengdianwangyuzhinenghuayingyongliangyiqifeidechanyebuju。
2013-2017niangongsiyingshoucagr=16.07%,jingliruncagr=-0.01%,2017niangongsiyingshou9.13yiyuan,tongbi-7.16%,jinglirun2.36yiyuan,tongbi-32.78%。
晓程科技
xiaochengkejichengliyu2000nian,yu2010nianzaishenjiaosuochuangyebanshangshi。gongsidezhuanyefangxiangweijichengdianlusheji,tongshiweizhinengdianwang、zhihuichengshitigongchanpinhejiejuefangan,zisheliyilaishizhongzhiliyudianlixianzaiboxinpianjixiangguanjichengdianluchanpindeyanfa、xiaoshou,bingmianxiangdianlixingyeyonghutigongwanzhengjiejuefanganhejishufuwu。
2013-2017niangongsiyingshoucagr=-17.04%,2017niangongsiyingshou1.38yiyuan,tongbi-38.72%,jinglirun-2.08yiyuan,tongbi-1116%。
韦尔股份
weiergufenchengliyu2007nian,yu2017nianzaishangjiaosuozhubanshangshi。gongsizhuyingchanpinbaokuobaohuqijian(tvs、tss)、gonglvqijian(mosfet、schottky diode、transistor)、dianyuanguanliqijian(charger、ldo、buck、boost、backlight led driver、flash led driver)、monikaiguandengsitiaochanpinxian,700duogechanpinxinghao,chanpinzaishouji、diannao、dianshi、tongxun、anfang、chezai、chuandai、yiliaodenglingyudedaoguangfanyingyong,gongsiyejilianxuduonianbaochiwendingzengzhang。
2013-2017niangongsiyingshoucagr=20.49%,jingliruncagr=-0.78%,2017niangongsiyingshou24yiyuan,tongbi+11.35%,jinglirun1.23yiyuan,tongbi-6.11%。
guoneizhuyaoxinpianshangshigongsi
kanzheigelingyu,guanjianshebeijishubileigao,meirijishulingxian,cr10fenejiejin80%,chengxianguatoulongduanjumian。bandaotishebeichuyuchanyelianshangyou,guanchuanbandaotishengchandegegehuanjie。anzhaogongyiliuchengkeyifenweisidabankuai——jingyuanzhizaoshebei、ceshishebei、fengzhuangshebei、qianduanxiangguanshebei。qizhongjingyuanzhizaoshebeizhanjulezhongguoshichang70%defene。zaijutilaishuo,jingyuanzhizaoshebeigenjuzhichengkeyizhuyaofenwei8dalei,qizhongguangkeji、keshijihebomochenjishebeizheisandaleishebeizhanjudabufendebandaotishebeishichang。tongshishebeishichanggaodujizhong,guangkeji、cvdshebei、keshiji、pvdshebeidechanchujunjizhongyushaoshuoumeiribenjutouqiyeshoushang。
中国半导体设备国产化率低,本土半导体设备厂商市占率仅占全球份额的1-2%。17年全球半导体设备前十二大厂商(按营收排名)中包括三家美国(Applied Materials、LAM Research、KLA-Tenor)、六家日本公司(Tokyo Electron、迪恩仕、日立高新、Hitachi Kokusai、大福、Nikon)、一家荷兰公司(ASML)、一家韩国公司(SEMES),通过分析营收可知:
xingyejingqiduchixuxiangshang:dabufenchangshang17nianyingshouzengzhangliangweishuyishang,qizhonghanguodesemes17niantongbizengzhang142%;
congdiyushanglaikan,qianshierdachangshang10-20%bizhongyingshoulaiyuanyuzhongguodalu,cemianshuomingzhongguobandaotishebeiguochanhualvdi,jinkouyilaichengdugao;
bingqie,jusemitongji,zhongguobentubandaotishebeichangshangzhizhanquanqiufenede1-2%。
danzhongduanshebei,guochanyouletupo。rupvdshizhibeibomozhongyaofangfazhiyi,pvdshebeishuyuhoudaojinshubujulingyu,zhanzhenggeshebeitouzi5%bili。muqian,pvdchengxianlongduandequanqiushichanggeju,chenggaodulongduanzhuangtai,zhongguoguoneidepvdshebeishizhanlvjiaodi,zhuyaodaibiaochangshangshibeifanghuachuang、zhongweibandaoti,beifanghuachuangmuqianchenggongkaifaletin hardmask pvd、al pad pvd、aln pvd、tsv pvddengyixiliecikongjianshepvdchanpin,shixianlezaijichengdianlu、xianjinfengzhuang、bandaotizhaoming、weijidianxitong、gonglvqijiandenglingyudequanmianchanpinbuju。qizhongyingyongyu28nm/12yingcunjingyuanshengchandehardmask pvdshebeiyichengweizhongxinguojidejixianshebei,yingyongyu14nmyingcundehm pvdzhengzaijinxingshengchanxianyanzheng。
zongdelaishuo,tongguohouqizhuigan,bufenguochanshebeishixianlecong0dao1guochanhuatupo,bufenguochanshebeishizhanlvtishengmingxian。
而相关的上市公司有:
晶盛电机
gongsishiguoneijishuxianjindeguangfujibandaotijingtiguishengzhangshebeigongyingshang,zhuyaochanpinyoudanjingshengzhanglu、duojingguizhudinglu、lanbaoshijingtilu、qurongguidanjinglu、danjingguigunyuanji、danjingguijieduanjideng。2013niankaishi,guangfuxingyezhudihuisheng,gongsipingjiezaidanjinglulingyudexianfayoushihejishubilei,kaiqixinyilunzengzhang。2013-2016nian,gongsiyingyeshouruhejinglirunfuhezengzhanglvfenbiegaoda84%he68%。17nianjixubaochigaozengzhangtaishi,yingyezongshouru19.49yiyuan,tongbizengzhang78.55%,guimujinglirun3.87yiyuan,tongbizengzhang89.76%。gongsixiayoukehuhangailechulongjiyiwaidesuoyouguipianchangjia,baokuozhonghuan、jingke、jingao、baolixiexindeng。
北方华创
gongsiyouqixingdianzihebeifangweidianzizhanlvezhongzuercheng,zhuyaochanpinbaokuogaoduandianzigongyizhuangbeihejingmidianziqijian,goujianlebandaotizhuangbei、zhenkongzhuangbei、xinnengyuanlidianzhuangbeihejingmidianziyuanqijiansidachanyepingtai,zhongzuhou,gongsizhanlveguihuaqingxi,dingweizhunquejingzhunfali。bansuizhongguodaludiqu2017nianxiabannian-2018debandaotichanxiandingdanzhubushifang,womenyujigongsijiangzaimingnianshangbannianchuxiandingdangaozengzhangtaishi,youlizhichengquannianyeji。
长川科技
zhangchuankejichengliyu2008nian4yue,yu2017nian4yue17rizaishenjiaosuoshangshi,zongbuweiyuzhejianghangzhou。gongsiweiguoneibandaotishebeixingyezhongdeyouzhibiaode,jubeiwanquanzizhuyanfa、shengchanjichengdianluceshishebeidenengli,xiayouzhuyaokehuweijichengdianlufengzhuangceshiqiye、jingyuanzhizaoqiye、xinpianshejiqiye,zhuyaochanpinbaokuojichengdianluhouduanshengchanguochengsuoxuceshiji、fenxuanjihetanzhentaideng,qizhongmingxingchanpinweiceshijihefenxuanji,zhanjugongsidabufenyingshoufene。
laidaobandaoticailiaofangmian,bandaoticailiaozhuyaofenweijingyuanzhizaocailiaohefengzhuangcailiaoliangdakuai。jingyuanzhizaocailiaozhong,guipianjiguijicailiaozuigaozhanbi31%,qiciyiciweiguangyanmoban14%、guangkejiao5%jiqiguangkejiaopeitaoshiji7%。fengzhuangcailiaozhong,fengzhuangjibanzhanbizuigao,wei40%,qiciyiciweiyinxiankuangjia16%,taocijiban11%,jianhexian15%。
danwomenyeyinggaikandaorimeidezaiquanqiubandaoticailiaogongyingshangzhanzhudaodiwei。gexifenlingyuzhuyaowanjiayou:guipian——shin-etsu、sumco,guangkejiao——tok、shipley,dianziqiti——air liquid、praxair,cmp——dow、3m,yinxianjiagou——zhuyoujinshu,jianhexian——tianzhongguijinshu、fengzhuangjiban——songxiadiangong,sufengliao——zhuyoudianmu。
tongguoduibiguoneiwaigongyingshang,womenkejiangbandaoticailiaofenweisandalei,diyidaleishiwoguojishuyijingbijianguojixianjinshuipingde、shixiandapilianggonghuo、keyilikeshixianguochanhuadechanpin:bacai、fengzhuangjiban、cmpdeng,dierdaleishijishubijianguoji、danrengweidapilianggonghuodechanpin:guipian、dianziqiti、yanmobandeng,disanleishijishurengweishixiantupo,rengxuyaojiaozhangshijianshixianguochantidaidechanpin:guangkejiao。
zaitianfengdianzikanlai,dangqiandaludiqubandaotichanyezaifengcexingyeyingxiangliweizuiqiang,shichangzhanyoulvshifenyouxiu,longtouqiyezhangdiankeji/tongfuweidian/huatiankeji/jingfangkejishichangguimobuduantisheng,duibitaiwandiqugongsi,dalufengcexingyezhengtizengzhangqianliyibuluoxiafeng,taiwandiquzhimingicshejigongsilianfake、lianyong、ruiyudengqiyeyijingjiangbendifengcedingdanzhubuzhuanxiangdalutongyegongsi。fengcexingyechengxianchutaiwandiqu、meiguo、daludiqusanzudinglizhitai,qizhongzhangdiankeji/tongfuweidian/huatiankejiyitongguozibenbinggouyunzuo,shichangzhanyoulvjishenquanqiuqianshi(zhangdiankejishichangguimoweiliequanqiudisan),xianjinfengzhuangjishushuipinghehaiwailongtouqiyejibentongbu,bga、wlp、sipdengxianjinfengzhuangjishujunnengshunliliangchan。
而上市公司则包括以下企业:
长电科技
zhangdiankejichengliyu1972nian,2003nianzaishangjiaosuozhubanchenggongshangshi。lijingsishiyunianfazhan,zhangdiankejiyichengweiquanqiuzhimingdejichengdianlufengzhuangceshiqiye。zhangdiankejijuyouguangfandejishujileihechanpinjiejuefangan,baokuoyouzizhuzhishichanquandefan-out ewlb、wlcsp、bump、pop、fcbga、sip、pafengzhuangdenglingxianjishu。
zhangdiankejiyu2015nianshougouxingkejinpengjiezhuchanyejijinhezhongxinguojiganggan,bingzai2016niantongguodingzengjiangshangshuliangjiazhanlvetouzizheshangfandaoshangshigongsiguquan,2017nianzhangdiankejizaicijinxingdingzengrongzi,jichengdianluchanyejijinjiangchengweigongsidiyidagudong。
fensandeguquanjiegouyouliyujiejuedailiwenti,guojiachanyejijindecanyuyouliyuqiyezhanlvemubiaodeshixian。yitaijidianweili,diyidagudongweiguojiakaifajijin,chigubili6.38%;dier、sandagudongjunweijigoutouzizhe。heshideguquanjiegouyouhuaqiyexiaolv,youliyujiejueguanlicengdailiwenti。chanyejijindejinyibujieru,jiangyouzhuyujiasuxingkejinpengdejichenghelirunshifang。
通富微电
tongfuweidianyu1997nian10yuechengweizhongrihezigongsi,younantonghuadaweidianzijituanyouxiangongsihefushitong(zhongguo)youxiangongsigongtongtouzisheli,gongsichanpinyingyonglingyubaokuoweichuliqi、shuzidianlu、monidianlu、shumohunhedianlu、shepindianludeng。gongsidezhuyingyewuweijichengdianludefengzhuangyuceshi,tongfuweidianzhongzudebiaodegongsifurunda、tongrundaweiwanchengkuajingbinggoushelidespvgongsi,wushijijingyingyewu。
zhongzushougoudejingyingshititongfuchaoweisuzhoujitongfuchaoweibinchengyuanweiquanqiuyiliuxinpianchangshangamdxiashuzhuanyecongshifengzhuang、ceshiyewudeneibugongchang,muqianweitongfuweidianyuamdheziermianxianggaoduankehudefengzhuangceshi(osat)changshang。suzhoujibinchengjvnenggoutigongpinzhongzuiweiwanzhengdedaozhuangxinpianfengcefuwu,tongshi,younenglizhichiguochancpu、gpu、wangguanfuwuqi、jizhanchuliqi、fpgadengchanpindeyanfaheliangchan,tiqianwanchenglezaiguochancpuchanyelianfangmiandebuju。shougouamdchangjiawanchenghoushangshigongsiqiansandagudongjiangbianweihuadawei、fushitong、guojiajichengdianluchanyetouzijijin。
华天科技
tianshuihuatiankejigongsichengliyu2003nian12yue,2007nian11yuezaishenzhenzhengquanjiaoyisuoguapaishangshijiaoyi。gongsizhuyaocongshibandaotijichengdianlufengzhuangceshiyewu。muqiangongsijichengdianlufengzhuangchanpinzhuyaoyoudip/sdip、sot、sop、ssop、tssop/etssop、qfp/lqfp/tqfp、qfn/dfn、bga/lga、fc、mcm(mcp)、sip、wlp、tsv、bumping、memsdengduogexilie,chanpinzhuyaoyingyongyujisuanji、wangluotongxun、xiaofeidianzijizhinengyidongzhongduan、wulianwang、gongyezidonghuakongzhi、qichedianzidengdianzizhengjihezhinenghualingyu。gongsijichengdianlunianfengzhuangguimohexiaoshoushourujunweiliewoguotongxingyeshangshigongsidierwei。
gongsizhengzaizhujianxingchengtianshui,xian,kunshansanxianfazhandegeju。sandidingweibutong,yemeiyouzhongfudekehu,zhenduibutongkehuxuqiu,fazhangezidequantouchanpin,xingchengxietongxiaoying。xiandeqfnhebgachanxianchuyudingshengshiqi,erkunshanshigongsifazhandezhongdian,weilaidezengsuyejiangshizuikuaide。gongsihexinkehubaokuofpc、huiding、zhanxun、mps、pi、semtech、styifabandaotideng。2016nianquannian,gongsiqianwudakehuzongxiaoshoujinedadao17.9yirenminbi,gongxianlequangongsi32.70%deyingshou。
tianfengdianzibiaoshi,jingyuanzhizaohuanjiezuoweibandaotichanyelianzhongzhiguanzhongyaodegongxu,zhizaogongyigaodizhijieyingxiangbandaotichanyexianjinchengdu。guoquershinianneiguoneijingyuanzhizaohuanjiefazhanjiaoweizhihou,weilaizaiguojiazhengcehedajijindezhichizhixiayouwangjinxingkuaisuzhuigan,jiangyouxiaotizhenzhenggebandaotixingyeliandejishumidu。
bandaotizhizaozaibandaotichanyelianlijuyoukakoudiwei。zhizaoshichanyelianlidehexinhuanjie,diweidezhongyaoxingbuyaneryu。tongjixingyeligegehuanjiedejiazhiliang,zhizaohuanjiedejiazhiliangzuida,tongshimaolilvyechuyuxingyejiaogaoshuiping,yinweifabless+foundry+osatdemoshichengweiqushi,foundryzaizhenggechanyelianzhongdezhongyaochengduyezhubutisheng,keyizheimerenwei,foundryshiyigekakou,channengdeshuchudouyouzhizaoqiyesuozhangkong。
dandaigongyechengxianfeichangmingxiandetoubuxiaoying,genjuic insightsdeshujuxianshi,zaiquanqiuqianshidadaigongchangshangzhong,taijidianyijiazhanjulechaoguoyibandeshichangfene,2017nianqianbajiashichangfenejiejin90%,tongshidaigongzhuyaojizhongzaidongyadiqu,meiguohenshaoyoucileixingdegongsi,zheiyehechanyezhuanyihechanyefengongyouguan。womenrenwei,zhongguodalutongguozibentouziherencaijiju,shiyoukenengzaiweilaishinianshixiandaigongchaoyuede。
相关上市公司有:
中芯国际
zhongxinguojishishijielingxiandejichengdianlujingyuandaigongqiyezhiyi,yeshizhongguoneidiguimozuida、jishuzuixianjindejichengdianlujingyuandaigongqiye。zhongxinguojixiangquanqiukehutigong0.35weimidao28namijingyuandaigongyujishufuwu,baokuoluojixinpian,hunhexinhao/shepinshoufaxinpian,naigaoyaxinpian,xitongxinpian,shancunxinpian,eepromxinpian,tuxiangchuanganqixinpianjilcosweixingxianshiqixinpian,dianyuanguanli,weixingjidianxitongdeng。2004niangongsizaigangjiaosuohenasidakewanchengshangshi。lingwai,gongsiyongyouduoyanghuadeshiyanshihegongju,keyongyuhuaxueheyuancailiaofenxi、chanpinshixiaofenxi、lianglvgaijin、kekaoxingjianyanyujiankong,yijishebeixiaozhundeng。zaizhenggezhizuoguochengjicongyanfadaoliangchandequanchengfuwuzhong,zhongxinjichenglequanmiandepinzhiyukongzhixitong。
华虹半导体
huahongbandaoti(1347.hk)chengliyu2005nian,shihuahongjituanqixiazigongsi,2014nian10yuezaixianggangzhubanshangshi。genjuic insightsdeshujuxianshi,gongsimuqianshizhongguodaluzuidade8yingcun(200mm)jingyuanjiagongchang,xiaoshouzongeweijudiyi,yeshiquanqiudibadajingyuanjiagongchang,zhuyaochanpinzhizaoyongyudianzixiaofeipin、tongxun、jisuanjigongyejiqichedebandaoti,kehubaokuocypress、huadadianzijitongfangweidianzidengzhimingqiye。ciwai,gongsiyetigongsheji、guangzhaozhizao、jingyuanjiancejifengzhuangceshidengzengzhifuwu。gongsijingyingzhuangkuanglianghao,bingbaochilianxu28jiduyinglideyouliangjilu。
huahongbandaotitigongduogejishupingtai,zaiqianrushifeiyishixingcunchuqi、fenliqijian、monijidianyuanguanli、luojijishepinsoi、dulifeiyishixingcunchuqiyijichuanganqidenglingyuxizuoshengeng,chixuchuangxin。gongsizaixifenshichangshangjuyoudutedelingxiandiwei,yituolinghuodequanqiuhuabujuxiaoshou,gongsiyijingchengweidangqianquanqiuzuidadegonglvqijianjingyuandaigongqiye,leijichuhuo8yingcunjingyuanyue570wanpian。
zuoweixinxishehuitongyongjichusheshi,shixia5gchanyejiansheyijifazhanruhuorutu,bingjiangzuizhongdaidongshushiwanyiguimodeshehuijingjifazhan。dan5gzaizhengshijinxingshangyonghuapujiyingyongqiandetaishiruhefazhan?5gjiangweinaxielingyudebiangedailaiyouyifuneng?5gjiangzaigexinggeyexianqishenmeyangdeshichangfengbao?xiliewentiyirankunraozhegejierenshi。
weijinyibushenrulejiechanyefazhanmailuo,lijie5gchanyexianzhuangyijiweilaiqushi,ranggejierenshigengqingxidedongcha5gchanyefazhanguochengzhongdejiyudian。6yue14ri,jingshanghaishijingjihexinxihuaweiyuanhui、shanghaishishangwuweiyuanhui、shanghaishizhangningqurenminzhengfuzhidao,youyiougongsilianhechengbande“5gwulianfenghui”jiangyushanghaihongqiaoshimaozhanguanjuban。
yiou“5gwulianfenghui”jiangteyaozhengfu、xuejie、shangye、touzijigoudenglingyudezhuanyerenshi,yiduolingyushijiaoqieru,shenjiu5gchanyefazhanmailuo,tansuo5gfunenggexinggeyedexinsilu、xinfangfa,gongxingyeneiwaigejierenshicankao。huodongxiangqingqingchuo://www.iyiou.com/post/ad/id/824