The main points.
1, semiconductor testing can be divided into the middle of the process of process control testing and after the test link (yield test, Final Test). Process control testing include:
(1) OCD structure detection, such as shape, line width, film thickness;
(2) Defect detection;
(3) Other small types of testing, such as resistivity testing, ion implantation concentration testing, yield testing, Final Test, are done before and after the packaging process.
2, according to industry research information estimates, the semiconductor test equipment market size of at least 5 billion US dollars, of which the process of process control test equipment market size of about 30-40 billion US dollars, while the yield test, Final Test and other equipment market size is estimated to be 25 -30 billion US dollars.
3, the process of process control testing is monopolized by the United States company KT.For example, line width testing, Hitachi based, film thickness testing, KT monopoly of 80-85% market share, defect detection, but also KT monopoly of 100% Market. KLA has dominated the industry by acquiring new rivals, KT's service is 7 * 12 mode, Advantest and Teradyne are 7 * 24 mode.
4, the semiconductor test market is TERADYNE, Advantest, Xcerra basic monopoly, of which Teradyne accounted for the highest 40-50%, Advantest accounted for about 40%, Xcerra accounted for less than 10%, others like Cohu, etc. The share is smaller in the domestic market, still TERADYNE, Advantest test equipment mainly Adventist rooted in the mainland, Advantest in mainland China market share will be slightly higher.
5, Memory and panel-driven chip detection equipment localization of the lack of domestic Changchuan, Beijing Huafeng do high-power power management chip test equipment, but located in the memory and panel-driven localization of the lack of equipment.
6, precision measuring electronic joint Samsung supplier IT & T, enter the domestic memory and panel drive chip testing equipment market, short-term positioning should be accurate and quickly capture the best choice for the market.
7, if the precision measurement and IT & T cooperation between the two sides is successful, the actual contribution is expected to contribute at least 1 year later.