Overview of research framework for semiconductor materials industry From Founder Securities
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The following is the Overview of research framework for semiconductor materials industry From Founder Securities recommended by recordtrend.com. And this article belongs to the classification: Brokerage Report, Hardware equipment industry.
In the whole electronic information industry, semiconductor materials industry has become a chip in the game between countries because of its great added value and unique industrial ecological support. We conclude that the semiconductor material industry has the following ecological characteristics: (1) there are many sub categories, and each category of materials usually includes some specific products; (2) the technology span between sub industries is large, and the leaders of each sub industry are different; (3) the downstream certification barriers are high and the customer stickiness is large; (4) the same as the downstream wafer manufacturing (5) a country’s comprehensive industrial level depends on technology transfer from other high-end industries and chemical industries; (6) R & D has a certain degree of occasional, and continuous R & D investment can break through the threshold; (7) policy driven industries often rely on special policies to promote the transformation of technological achievements.
The 3 largest beta in China semiconductor material industry: (1) 5G+AIOT drives the silicon content of downstream electronic devices to further improve, and the semiconductor industry opens up a new round of upward cycle; (2) the mainland China has undertaken the focus of semiconductor manufacturing capacity, and the independent wafer fab has opened up the expansion of production. Relying on the localization advantages and consumable properties, the internal semiconductor materials are expected to start a 20-year business cycle for relay equipment; (3) special policies and large fund support help to integrate the upstream and downstream industries, and the mainland’s independent wafer factories have enhanced their willingness to certify domestic materials.
Investment strategy: at present, domestic semiconductor materials are in the critical stage from 1 to 10. In terms of stock selection strategy, we suggest to pay attention to: (1) whether the technical level of each company has the strength to narrow the gap with international giants in terms of product performance (domestic substitution basis); (2) (3) the company’s ability to acquire resources and industrial chain integration (the company’s growth space); (4) the company’s revenue and performance growth (localization process). Please refer to “China semiconductor materials A-share investment map” for details.
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