導 讀
半導體設備作爲行業基石,2023年市場規模達到1062.5億美元,全球半導體産業發展呈現周期性,中期庫存周期來看,2024年全球半導體資本開支有望上修,設備將迎來上行周期。長期來看,半導體設備規模擴張看技術節點的進步,國際上對我國實施先進制程的設備禁運,倒逼國産化率提升,國産半導體設備廠商成長空間充足。
前道制程的工藝模塊可以歸類爲前段工藝(FEOL)、中段工藝(MOL)和後段工藝(BEOL),前段工藝負責形成器件、後段工藝負責形成金屬互連,中段工藝將器件與金屬層連接起來。模塊工藝是由不同的單項工藝組合而來,單項工藝包括光刻、塗膠顯影、薄膜沉積、刻蝕、離子注入、CMP、清洗等,其中薄膜沉積、刻蝕和光刻設備是價值量最大的三類設備。
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新能源/新材料/高端裝備制造
新質生産力丨儲能丨锂電丨鈉電丨動力電池丨燃料電池丨氫能源丨光伏丨風電丨新能源汽車丨電子元器件丨電機電控丨低空經濟丨無人機丨機器人丨工業自動化丨人工智能丨能源金屬丨碳中和丨半導體丨集成電路丨芯片丨光刻丨先進封裝丨碳化硅丨濕電子化學品丨新材料丨超導材料丨稀土永磁材料丨碳纖維丨高分子