Jingsheng Mechatronics: the production capacity meets customer demand and the delivery period is 3-6 months.

Published: Jul 9, 2021 08:39

July 7, Jingsheng mechanical and electrical disclosure of the institutional research summary shows that the company has a wide range of products, different product delivery cycle is different, mainly in 3-6 months or so.

Jingsheng Mechatronics said that the company's products are mainly used in integrated circuits, solar photovoltaic, LED, industrial 4.0 and other emerging industries with broad prospects for development. The company's choice on the track as a whole is wider, and at present, the development and prospects of these major business sectors are relatively good.

The company has achieved a leading position in industry-recognized technology and scale in the photovoltaic industry chain equipment, in the field of 8-12-inch large wafer equipment, the company's products in crystal growth, slicing, polishing, epitaxy and other wafer material links have basically achieved full coverage and domestic replacement of 8-inch equipment, 12-inch long crystal equipment and some processing equipment have also achieved batch sales, product quality has reached the international advanced level.

In terms of sapphire materials, Jingsheng electromechanical large-size sapphire crystal growth technology and technology has reached the international leading level. At present, it has successfully grown the world's leading 700Kg sapphire crystal, established a large-scale production base, and is a leading enterprise mastering core technology and scale advantages. The company's silicon carbide epitaxial equipment has been verified by customers, and a test line has been planned for silicon carbide crystal growth, slicing and polishing, in order to achieve the lead in equipment and process technology. accelerate the forward-looking layout of the third generation semiconductor material silicon carbide business.

In terms of orders and delivery cycle, Jingsheng Mechatronics said that in the first quarter of 2021, the company signed orders for crystal growth equipment and intelligent processing equipment of more than 5 billion yuan. As of March 31, 2021, the company's outstanding contracts for crystal growth equipment and intelligent processing equipment totaled 10.45 billion yuan, of which 560 million yuan was outstanding for semiconductor equipment (the above contract amount includes value-added tax). There are many kinds of products in the company, and the delivery cycle of different products is different, mainly in about 3-6 months. The delivery cycle of the company's order signing is matched with the production expansion progress of downstream customers, the company has done a good capacity assessment in advance, timely and appropriate expansion of capacity, layout of the supporting supply chain, the current production capacity of the company can meet the needs of customer orders.

About the research and development of semiconductor equipment? Jingsheng Mechatronics pointed out that the company continues to promote the new product research and development and market promotion of semiconductor equipment and auxiliary materials consumables, and has improved the semiconductor silicon material equipment system based on the four core equipment of monocrystalline silicon growth, slicing, polishing and epitaxy. At present, the full coverage of 8-inch wafer end growth to processing has been basically achieved, and mass production and batch shipments have been achieved. 12-inch monocrystalline silicon growth furnace, rolling equipment, truncation equipment, grinding equipment, edge polishing equipment have passed customer verification and achieved good response. 12-inch monocrystalline silicon growth furnace and some processing equipment have been sold in batches. other processing equipment is also being verified by customers.

Jingsheng Mechatronics said that in terms of key semiconductor auxiliary materials, the company persisted in combining independent research and development with foreign technical cooperation, established a product system based on high-purity quartz crucibles, polishing fluid and semiconductor valves, pipe fittings, magnetic fluid, and precision parts, established a leading precision processing and manufacturing base for semiconductor equipment in China, and improved the supporting service system of the industrial chain with the help of the advantages of customer channels. Strengthen the market promotion of key auxiliary materials consumables, the company's semiconductor auxiliary materials consumables business has achieved rapid growth. The company has made positive progress in R & D and market development of semiconductor quartz crucibles. It has sold 32-inch synthetic crucibles in batches to customers and developed 36-inch quartz crucibles. At present, the company's semiconductor quartz crucible is growing rapidly in the mainland and Taiwan, and strives to expand its business to other overseas markets.

In addition, as a typical representative of the third generation semiconductor materials, there is a big gap between China and international head enterprises in terms of technology and scale. Key progress has been made in the research and development of the third generation semiconductor material silicon carbide laid out by the company in recent years. The company has successfully grown 6-inch silicon carbide crystals. The company will continue to strengthen the research and development and optimization of silicon carbide crystal process and technology, and do a good job in R & D and production transformation. Establish test lines for growth, slicing and polishing, gradually polish product quality in the process of mass production, and master skilled technology and technology.

In the sapphire field, Jingsheng Mechatronics can provide sapphire ingots and wafers for LED lighting substrate and window materials. The company has the world's leading super-large sapphire crystal growth technology, has established the production capacity from crystal growth to cutting, grinding and polishing, and has successfully grown the world's leading 700Kg sapphire crystal. The company has established a large-scale production base, is to master the core technology and scale advantages of the leading enterprises. The company cooperates with Lance Technology, a manufacturing leader in the field of consumer electronic window protection, to establish Ningxia Xinjingsheng Electronic Materials Company, which is engaged in the production and processing of sapphire materials, and lays out ahead of time the large-scale application of sapphire materials in the field of consumer electronics applications. At present, the construction of Xinjingsheng in Ningxia is progressing in an orderly manner, and the plant construction and equipment entry are carried out smoothly as expected.

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