As one of the world's leading manufacturers of precision miniature electronic components, SZHL Ultra Precision Technology's semiconductor test probe business continues to grow rapidly.
Regarding the increase in revenue and net profit of more than 100% in the first half of the year, SZHL said that the performance growth was mainly due to the rapid growth of the semiconductor test probe business. The company's semi-annual report data shows that the probe business revenue increased nearly five times compared with the same period last year, reaching 83,076,200 yuan, and the proportion of the main business revenue has further increased to 46%.
Since 2017, the annual global semiconductor chip shipments have always remained above 900 billion, and in 2019 it reached about 967.3 billion. The chip market has maintained a huge and stable market scale. Among them, the growth of consumer electronics has been stable, and the automobile The electronic boom is high, and the chip is in a new round of expansion cycle, which has brought considerable market space for upstream semiconductor probe products. Since SZHL launched its semiconductor probe products in 2018, it has quickly created a second growth curve, and the company has also become one of the most competitive companies in the same industry in China.
SZHL semiconductor probe products have been used in mainstream semiconductor testing equipment such as TERADYNE and ADVANTEST. Customers include famous semiconductor manufacturers such as NVIDIA. The products have been in a state of booming production and sales since their launch, and they are currently in full production and sales. Considering that the market share of Chinese manufacturers in the chip test probe market is only about 4%, but the growth rate of Chinese manufacturers represented by SZHL is much higher than the world growth rate, the future domestic substitution space is huge, and the development prospects are promising.
Based on this, SZHL`s production expansion plan is continuing to advance, and the company has begun the construction of its semiconductor chip test probe R&D center and production capacity.
At the same time, SZHL has a clear competitive advantage in the field of microelectronic components for MEMS micro microphones. In the first half of the year, the microelectronic components achieved an operating income of 90,225,900 yuan. In this regard, the company is striving for another success from acoustics to pressure sensors, MEMS fine and micro parts, and this part of the business is still expected to grow rapidly.
In the entire semiconductor industry chain, Chinese companies have entered the core of the global semiconductor industry chain in many areas. For example, the overall market share of China’s packaging and testing industry rose from 32.97% in 2011 to 59.46% in 2018. Electronics and other fields are still relatively low.
In this context, SZHL cuts into the subdivisions and has the ability to produce high-volume fine and micro electronic parts and components. It has become one of the companies that can supply products to top international semiconductor manufacturers. Behind this competitiveness is the company's continuous Deep cultivation in technology and R&D.
This is largely reflected in product performance. For example, in the field of fine shielding covers, the shielding effectiveness of acoustic sensors equipped with Helin Weina shielding covers can reach 73-75dB, while the current market average level is about 70dB; in addition, the processing accuracy tolerance of SZHL is controlled within ±0.012 mm, thus The size of the company's shielding cover is much smaller than similar products; in addition, the company's yield rate is as high as 5ppm, reaching the industry's leading level.
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