2020上半年国内半导体封测和设备企业财报概况
p style=" text-indent: 28px text-align: justify " span style=" font-family:宋体" 随着中美贸易战的展开,半导体产业愈发受到关注和重视。半导体产业已成为我国高新技术攻坚的桥头堡。半导体设备和封装测试更是半导体制造的基石和保障。最近,国内各大半导体公司陆续公布了 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 2020 /span span style=" font-family:宋体" 年上半年的财报。 /span /p p style=" text-indent: 28px text-align: justify " span style=" font-family:宋体" 封测行业是我国半导体产业链中唯一可以与国际公司竞争的产业,长电、通富微电和华天科技合计全球市占率超 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 20% /span span style=" font-family:宋体" 。以下为国内三大封装公司的营业收入、研发投入和相应的同比增长率,并列出了研发情况。 /span /p table border=" 1" cellspacing=" 0" cellpadding=" 0" style=" border-collapse:collapse border:none" tbody tr class=" firstRow" td width=" 132" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " br/ /td td width=" 145" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 长电科技 /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 通富微电 /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 华天科技 /span /p /td /tr tr td width=" 132" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 营业收入(亿元) /span /p /td td width=" 145" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 119.8 /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 46.7 /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 37.1 /span /p /td /tr tr td width=" 132" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 营业收入同比增长 /span /p /td td width=" 145" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 30.91% /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 30.17% /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " -3.25% /span /p /td /tr tr td width=" 132" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 研发投入(亿元) /span /p /td td width=" 145" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 4.9% /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 3.4% /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 2.0% /span /p /td /tr tr td width=" 132" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 研发投入同比增长 /span /p /td td width=" 145" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 40.88% /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 10.02% /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 15.41% /span /p /td /tr tr td width=" 132" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 研发和专利情况 /span /p /td td width=" 145" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 获得专利授权 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 54 /span span style=" font-family:宋体" 件,新申请专利 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 50 /span span style=" font-family:宋体" 件 /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:& #39 Times New Roman& #39 ,serif" 2D /span span style=" font-family:宋体" 、 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 2.5D /span span style=" font-family:宋体" 封装技术研发取得突破, /span span style=" font-family: & #39 Times New Roman& #39 ,serif" Si & nbsp Bridge /span span style=" font-family:宋体" 封装技术研发拓展, /span span style=" font-family:& #39 Times New Roman& #39 ,serif" Low-power DDR /span span style=" font-family: 宋体" 、 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" DDP /span span style=" font-family:宋体" 封装技术研发取得突破, /span span style=" font-family:& #39 Times New Roman& #39 ,serif" Fanout /span span style=" font-family: 宋体" 封装技术的多种工艺研发 /span /p p span style=" font-family:& #39 Times New Roman& #39 ,serif" & nbsp /span /p /td td width=" 138" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 获得国内专利授权 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 15 /span span style=" font-family:宋体" 项,其中发明专利 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 12 /span span style=" font-family:宋体" 项;美国专利授权 /span span style=" font-family:& #39 Times New Roman& #39 ,serif" 1 /span span style=" font-family:宋体" 项 /span /p /td /tr /tbody /table p style=" text-indent: 28px text-align: justify " span style=" font-family:宋体" 半导体设备国产化率较低,但国内企业正在不断提高研发费用,逐渐实现追赶和超越。中微公司、北方华创、晶盛机电和芯源微正是这其中的佼佼者。以下为相关公司的统计列表,含营业收入、研发投入和相应的同比增长率。 /span /p table border=" 1" cellspacing=" 0" cellpadding=" 0" style=" border-collapse:collapse border:none" tbody tr class=" firstRow" td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " br/ /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 中微公司 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 北方华创 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 晶盛机电 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family:宋体" 芯源微 /span /p /td /tr tr td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 营业收入(亿元) /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 9.78 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 21.77 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 14.71 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 0.62 /span /p /td /tr tr td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 营业收入同比增长 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 22.14% /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 31.57% /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 24.80% /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " -6.81% /span /p /td /tr tr td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 研发投入(亿元) /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 1.3 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 3.7 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 0.71 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 0.14 /span /p /td /tr tr td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p span style=" font-family:宋体" 研发投入同比增长 /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 20.98% /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 6.33% /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " -28.87% /span /p /td td width=" 111" valign=" top" style=" border: 1px solid rgb(0, 0, 0) padding: 5px " p style=" text-align:center" span style=" font-family: arial, helvetica, sans-serif " 5.06% /span /p /td /tr /tbody /table p br/ /p