Total market value: 8 billion
Walter Gas was established in 1999, mainly engaged in the production of R&D and gas and gas equipment. Its products cover more than ten fields such as industrial gas, electronic industrial gas and medical gas, among which electronic special gas has covered 80% semiconductor customers in China. Its business covers more than 50 countries and regions around the world, and it is one of the largest suppliers of special gases and related equipment in China.
Thanks to the company's deep cultivation technology for 20 years, Walter Gas not only obtained 87 authorized patents, but also participated in the formulation of 28 national standards. With excellent technical strength, it has entered domestic and foreign semiconductor giants including SMIC, Texas Instruments and Hynix. Take the lead in breaking the import restrictions of gas materials in cutting-edge fields and realizing domestic substitution.
As a result, Walter Gas can achieve a year-on-year increase of 45.3% in net profit in 2020, and its gross profit margin is higher than the industry average for the sixth consecutive year. As the company continues to expand its business in developed economies such as Europe and Japan and increase investment in research and development of new materials, the future development of Walter Gas is expected.
Total market value:11.700 million.
Zhichun Technology was established in 2000, mainly engaged in the design, manufacture and installation of high-purity process systems and high-purity process equipment, as well as supporting engineering, testing, factory custody, calibration and maintenance and other value-added services. It is the leading cleaning equipment in China.
At present, Zhichun has realized the research and development of high-end single chip and tank cleaning equipment. Among them, the self-developed 8-inch and 12-inch wet equipment has been favored by SMIC, IWC, Dezhou Instruments, Yandong, China Resources and other industry leaders. Benefiting from the new demand driven by the wafer fab construction tide and semiconductor process iteration, relevant institutions predict that the growth rate of pure technology business is expected to reach 48% in the next three years.
Total market value: 654.38+03.8 billion.
Anji Technology, founded in 2007, is mainly engaged in the research and development and industrialization of key semiconductor materials. With CMP polishing solution and photoresist remover as the core, it is widely used in integrated circuit manufacturing and advanced packaging, with a global market share of about 2.4%. It is the leading CMP polishing solution in China.
So what is CMP polishing solution? CMP polishing solution is widely used in semiconductor field. Due to the high technical threshold, it has long been monopolized by American and Japanese companies.
In order to break the monopoly of foreign countries, Anji Technology invested in the research and development of polishing solution from the beginning. By the end of 20 18, the company not only obtained 190 invention patents, but also became the only supplier of 12 inch IC polishing solution in China, realizing import substitution, which enabled China to have its own supply capacity in this field.
The CMP polishing solution technology of the company is at the international leading level, and the photoresist removal technology is at the domestic leading level. With the deepening of cooperation with SMIC, TSMC and CR Vanguard, the company's performance is expected to be further improved.
Total market value: 654.38+03.9 billion.
Nanda Optoelectronics, established in February 2000, is the world's leading producer of molybdenum sources. In 20 14, NTU Photoelectric MO's global market share reached 28. 1%, surpassing Dow Chemical, Merck and other chemical giants in one fell swoop and becoming the world's largest producer of MO sources.
This achievement is of great significance. Because of its strategic significance in the fields of compound semiconductors and aerospace, molybdenum sources have been strictly restricted by western countries for many years. Thanks to the breakthrough made by NTU Optoelectronics in this research, it not only won the favor of leading enterprises such as SMIC and BOE, but also made China the fourth country in the world with molybdenum source production capacity besides the United States, Europe and Japan.
With the market certification of ArF photoresist products independently developed by the end of 2020, Nanda Optoelectronics' business puzzle in the field of semiconductor front-end materials has been further improved. Under the background of domestic substitution tide, myna believes that Nanda Optoelectronics is expected to achieve an annual production scale of 25 tons of 193nm photoresist products in the next few years.
Total market value: 32.8 billion
Jacques Technology was founded in 1997, mainly engaged in the research and development and production of electronic semiconductor materials, low-temperature composite materials and plastic additives. It is not only a platform company that supports strategic emerging industries and solves the bottleneck of domestic strategic emerging materials. It is also a domestic semiconductor material giant.
Thanks to the world-leading technical strength in the field of low-temperature composite materials and plastic auxiliary materials, Jacques Technology has not only entered the high-end equipment preparation market represented by aviation, aerospace and navigation. 20 18 successfully cut into the field of semiconductor packaging materials through epitaxial mergers and acquisitions. At present, the profitability of semiconductor materials business has been significantly higher than the original main business. The gross profit margin has been higher than the industry average in the last three years.
On the whole, myna believes that the advantages of Jacques Technology in track, technology and customers will emerge, and the industrial moat will continue to widen. Under the background of the continuous growth of domestic semiconductor industry and display industry, it will rise by the wind of domestic substitution.