According to statistics from CINNO Research, among the listed semiconductor equipment manufacturers in mainland China, the top ten companies have a combined revenue of 18.2 billion yuan in 2021, an increase of 73% from 2020 and a record high.
In the past two years, the wave of production expansion triggered by the global shortage of semiconductor production capacity has resulted in the outstanding operating performance of many equipment manufacturers in 2021, with revenue reaching record highs.
In recent years, domestic semiconductor equipment manufacturers have achieved localized replacement of equipment in multiple processes through independent research and development, and have entered the stage of industrial mass production, and Northern Huachuang and Sinomicro have emerged. Excellent semiconductor equipment manufacturers such as and Shengmei Shanghai. In addition to listed companies, Yitang Semiconductor, China Electronics Technology, and Shanghai Microelectronics, which are not listed or are applying for listing, are also the backbone of mainland China's semiconductor equipment manufacturers.
Figure: Top 10 revenue rankings of domestic listed semiconductor equipment manufacturers in 2021
(Source: CINNO Research)
Let’s take a look at the overview of the top 10 manufacturers.
1 Northern Huachuang: Semiconductor equipment revenue in 2021 is 7.12 billion yuan, a year-on-year increase of 71%. Northern Huachuang Technology Group Co., Ltd. is a strategic reorganization of Beijing Seven Star Huachuang Electronics Co., Ltd. (Qixing Electronics) and Beijing Northern Microelectronics Base Equipment Technology Research Center Co., Ltd. ( Northern Microelectronics ). At present, it is an advanced enterprise in China for high-end process equipment of integrated circuits. North Huachuang is mainly engaged in semiconductor equipment, vacuum equipment, new energy lithium battery equipment and precision components, providing solutions for semiconductors, new energy, new materials and other fields. The company currently has four major industrial manufacturing bases, and its marketing service system covers major countries and regions in the world such as Europe, the United States, and Asia.
2 Microcompany: revenue in 2021 is 3.11 billion yuan, a year-on-year increase of 37%. AMEC Semiconductor Equipment (Shanghai) Co., Ltd. (securities abbreviated as "AMEC") is a China-based, global-oriented micro-processing high-end equipment company, providing highly competitive high-end equipment for the integrated circuit and pan-semiconductor industries. and high quality service. The plasma etching equipment and chemical thin film equipment developed by 中微 are key equipment for manufacturing various microscopic devices, and can process various devices at the micron and nanoscale.
3 Shengmei Shanghai: Semiconductor equipment business revenue in 2021 is 1.55 billion yuan, a year-on-year increase of 59%. Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. was established in 2005 and is a leading domestic manufacturer of semiconductor cleaning equipment market.
4 Changchuan Technology : revenue in 2021 is 1.51 billion yuan, a year-on-year increase of 88%. Hangzhou Changchuan Technology Co., Ltd. was established in April 2008. Its main products include testing machines, sorting machines , probe stations, AOI equipment and automation equipment. The company was listed on the GEM of the Shenzhen Stock Exchange on April 17, 2017.
5 Xinyichang: Its die-bonding machine business revenue will be 910 million yuan in 2021, a year-on-year increase of 71%. Shenzhen Xinyichang Technology Co., Ltd. is mainly engaged in the research and development, production and sales of intelligent manufacturing equipment in LED, capacitors , semiconductors, lithium batteries and other industries. After years of development and accumulation, the company has become a domestic leader in LED packaging, capacitor aging A leading company in the field of testing intelligent manufacturing equipment, and relying on its deep R&D strength and continuous technological innovation capabilities, it has successfully entered the fields of semiconductor packaging equipment and lithium battery equipment. In addition, some of the core components of the company's intelligent manufacturing equipment products, such as drivers, high-precision reading heads, linear motors, voice coil motors, etc., have been self-developed and produced. It is one of the few intelligent manufacturing companies in China that has independent research and development and production capabilities for core components. Equipment companies.
6 Huafeng Measurement and Control: Equipment business revenue in 2021 is 880 million yuan, a year-on-year increase of 121%. Beijing Huafon Measurement and Control Technology Co., Ltd. is one of the first domestic companies to enter the semiconductor test equipment industry. It has been deeply involved in the industry for more than 20 years, focusing on the field of analog and mixed-signal test equipment.Relying on the high performance, easy operation and service advantages of its products, the company has broken the monopoly of foreign manufacturers in the field of analog and digital-analog hybrid test equipment, and has reached the domestic leading level in terms of revenue and brand advantages. The products are not only sold in bulk in China but also exported to Taiwan, the United States, Europe, South Korea, Japan and other overseas regions with developed semiconductor industries. As of now, the cumulative installed capacity worldwide has exceeded 3,000 units. The company is currently the main test platform supplier in the field of simulation testing for the top three domestic semiconductor packaging and testing manufacturers. It also has hundreds of integrated circuit design companies customer resources, and has maintained business with more than 300 integrated circuit design companies. The cooperative relationship and the future development of China's independent chips will provide major opportunities for the company's rapid growth.
7 Xinyuan Micro: will have revenue of 830 million yuan in 2021, a year-on-year increase of 152%. Mainly engaged in wet process equipment in semiconductor wafer manufacturing, including glue coating and development, etching , cleaning equipment, etc.
8 Huahai Qingke: will have revenue of 800 million yuan in 2021, a year-on-year increase of 109%. Huahai Qingke is mainly engaged in the research and development, production and sales of chemical mechanical polishing (CMP), grinding and other equipment and supporting consumables, as well as wafer regeneration OEM services. Products can be widely used in very large-scale integrated circuit wafer manufacturing, packaging, micro-electromechanical system manufacturing, silicon material manufacturing and other fields.
9 Tuojing Technology: will have revenue of 760 million yuan in 2021, a year-on-year increase of 74%. The company focuses on semiconductor thin film deposition equipment.
10 Zhichun Technology : Semiconductor equipment business revenue in 2021 is 700 million yuan, a year-on-year increase of 222%. The main business of Pure Technology includes high-purity process integration systems, semiconductor wet process equipment, optical sensors and optical devices, etc.
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