Wanye Enterprise: In the first half of the year, orders for integrated circuit equipment exceeded 750 million yuan, and related business income increased by about 150% year-on-year
On the evening of July 14, Wanye Enterprise disclosed its 2022 semi-annual performance forecast. From January to June 2022, the company and its holding subsidiaries accumulated a total of more than 750 million new integrated circuit equipment orders, and the income of the integrated circuit special equipment manufacturing business was higher than the previous one. The year-on-year increase of about 150% was mainly due to the accelerated production expansion of China's local integrated circuit fabs, the successful delivery of its low-energy large-beam ion and high-energy implanters to customers, and new equipment purchase orders signed by many customers.
At this stage, Wanye is accelerating its deployment in the field of integrated circuit front-end equipment. The company's holding subsidiary, Keystone, has won batch orders for several 12-inch integrated circuit equipment from important customers in the first quarter of 2022, including low-energy large-beam ion implanters and low-energy large-beam ultra-low temperature ion implanters. In late April this year, Keystone entered the first batch of whitelists for resumption of work and production by the Shanghai Municipal Commission of Economy and Information Technology, and successfully delivered the first batch of multiple sets of large-beam ion implanters in batch orders to customers, which will be delivered stably on schedule. So far in 2021, 4 different types of ion implanter equipment developed by Keystone have been successfully verified and accepted at the client, including low-energy large-beam ion implanter, low-energy large-beam heavy metal ion implanter, and low-energy large-beam ultra-low temperature ion implanter and high-energy ion implanters. At present, the company has established good cooperative relations with core component suppliers, has a stable supplier system, and has a leading position in the domestic ion implantation industry.
From the perspective of operating conditions, the company is in the stage of ramping up its production capacity. Jiaxin Semiconductor, another holding subsidiary of the company, will mainly cover etching machines, rapid heat treatment/fade, film deposition, single-chip cleaning machines, tank cleaning machines, and exhaust gas treatment. , robotic arms and other fields, the layout of the mainstream equipment market such as 12-inch and 8-inch. At present, Jiaxin Semiconductor's 109-mu R&D and manufacturing base is under construction. After the production capacity is released, it will continue to promote the high-quality development of the company's "1+N" integrated circuit equipment platform.
It is understood that at present, the continuous expansion of local fabs has driven the demand for domestic semiconductor equipment to continue to be strong, and the industry is in an upward channel. In the future, Wanye will actively expand the market to develop customers, promote the application of equipment in various processes and process nodes, and drive the integrated circuit business to usher in rapid development.