Shilan Wei (600460) announced on the evening of June 21 that Chengdu Shilan Semiconductor Manufacturing Co., Ltd., a subsidiary of the company, intends to purchase 9 12-inch wafer epitaxial furnaces, testers and other equipment from Xiamen Shilan Jike Microelectronics Co., Ltd., the total transaction amount is 46.3117 million yuan (excluding tax).
It is reported that Chengdu Shilan is a large-scale silicon epitaxial wafer manufacturing base invested and built by the company in Chengdu-Aba industrial development zone. The 12-inch wafer epitaxial furnace, tester and other equipment purchased from related parties are needed for the normal production and operation of Chengdu Shilan, which can save the purchasing cycle, reduce production costs, improve equipment operation capacity, and enhance the manufacturing capacity of 12-inch wafer epitaxial wafers. Promote the development of the company's main business.
Shilanwei is the leading IDM company in domestic manufacturing capacity, with its own production lines including 5x6pxpx12-inch wafer manufacturing line, epitaxial wafer manufacturing line, power device packaging production line, wafer testing and finished product testing production line, LED chip production line and LED display packaging production line. Recently, the semiconductor market is hot, wafers are in short supply and prices are rising, and chips are in short supply. Shilan Wei's share price soared all the way up to 53.05 yuan per share, setting a new high for its share price.
Guojin Securities pointed out that the production capacity shortage of this round of 8-inch wafer foundry is expected to last until mid-2022, and the shortage and price rise of power semiconductors are also expected to continue. The company is one of the few power companies that have a significant increase in production capacity from 2020 to 2022. By the end of 2021, the 8-inch monthly production capacity is expected to increase from 40,000 at the end of 2019 to 70,000, and the 12-inch production capacity is expected to reach 30,000 per month. Revenue is expected to increase by 25% in 2021 compared with the same period last year. 35%. The 12-inch production line will reduce the unit cost of the product by 20% Mur30%, improve device consistency and reduce energy consumption.
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