Semiconductor equipment is located in the upstream of the semiconductor industry, including silicon wafer manufacturing equipment, wafer manufacturing equipment and packaging and testing equipment, and is an important pillar for the development of the semiconductor industry.
Profitability is usually expressed in the amount of corporate earnings in a certain period of time and its level. The analysis of profitability is an in-depth analysis of the company's profit margin.
This article is the "Profitability" part of the enterprise value series, and a total of 119 semiconductor equipment industry chain enterprises are selected as research samples, and the return on net assets, gross profit margin, net profit margin, etc. are used as evaluation indicators.
Data is based on history and does not represent future trends; It is for static analysis only and does not constitute investment advice.
Top 10 enterprises in the profitability of the semiconductor equipment industry chain:
10th crack intelligence
Industry segmentation: industrial control equipment
Profitability: Return on equity 19.19%, gross profit margin 50.29%, net profit margin 29.53%
Performance forecast: ROE has decreased to 13.99% in the last three consecutive years, and the average value of the latest forecast is 17.95%
Main products: precision welding assembly equipment is the main source of income, accounting for 66.59% of revenue, gross profit margin of 52.06%
Company Highlights: Kuike Intelligence is increasing R&D and layout, cutting into the field of micro-assembly semiconductor packaging testing, and the company's laser engraving equipment has begun to receive orders in the field of IC chip packaging.
The 9th Hanbell Seiki
Industry segmentation: refrigeration and air-conditioning equipment
Profitability: Return on equity 22.87%, gross margin 36.98%, net profit margin 19.55%
Performance forecast: ROE has risen to 25.81% in the last three consecutive years, and the average value of the latest forecast is 21.95%
Main products: compressors (units) are the main source of revenue, accounting for 52.33% of revenue, and gross profit margin of 34.21%
Company Highlights: Hanbell Precision Machinery has a full range of medium vacuum dry vacuum pump products that can meet the most advanced semiconductor technology, and has the SEMI safety benchmark verification certificate.
The 8th Jingsheng Electromechanical
Industry segmentation: photovoltaic processing equipment
Profitability: Return on equity 32.62%, gross profit margin 40.34%, net profit margin 29.15%
Performance forecast: ROE has risen to 35.56% in the last three consecutive years, and the average value of the latest forecast is 25.05%
Main products: equipment and its services are the main source of income, accounting for 72.61% of revenue, and gross profit margin of 37.43%
Company Highlights: Jingsheng Electromechanical is a supplier of crystalline silicon growth equipment, with its own brand of crystalline silicon growth equipment and its control system R & D, manufacturing and sales.
7th NAURA
Industry segmentation: semiconductor equipment
Profitability: Return on equity 14.26%, gross margin 41.45%, net profit margin 15.96%
Performance forecast: ROE has risen to 17.88% in the last three consecutive years, and the average value of the latest forecast is 19.56%
Main products: electronic process equipment is the main source of income, accounting for 92.39% of revenue, gross profit margin of 44.63%
Company Highlights: NAURA provides high-end semiconductor equipment for global customers, and has successively completed a number of key processes such as 12-inch integrated circuit manufacturing equipment 90-28nm.
6th Jiejia Weichuang
Industry segmentation: photovoltaic processing equipment
Profitability: Return on equity 16.80%, gross profit margin 26.33%, net profit margin 16.78%
Performance forecast: ROE has risen to 20.45% in the last three consecutive years, and the average value of the latest forecast is 23.67%
Main products: process equipment is the main source of income, accounting for 81.87% of revenue, gross profit margin of 30.96%
Company Highlights: Jiejia Weichuang's wholly-owned subsidiary specializes in integrated circuit wet cleaning process equipment, which mainly includes trough and single wafer wet cleaning equipment.
5th Yingjie Electric
Industry segmentation: Other power supply equipment
Profitability: Return on equity 21.11%, gross profit margin 39.51%, net profit margin 24.88%
Performance forecast: ROE fluctuates between 13% and 26% in the last three years, with an average of 21.13% in the latest forecast
Main products: power control devices and systems are the main source of revenue, accounting for 63.87% of revenue, and gross profit margin of 36.02%
Company Highlights: Yingjie Electric has successfully developed the first PD series programmed DC power supply dedicated to LED epitaxial wafer production equipment in China, realized the product finalization and put it into small batch production.
No. 4 Saiten shares
Industry segmentation: industrial control equipment
Profitability: Return on equity 23.23%, gross profit margin 42.05%, net profit margin 11.60%
Performance forecast: ROE has risen to 35.28% in the last three consecutive years, and the average value of the latest forecast is 27.47%
Main products: automation equipment is the main source of income, accounting for 78.60% of revenue, gross profit margin of 46.64%
Company Highlights: Saiteng Co., Ltd. plans to invest in the construction of high-end semiconductor, new energy and consumer electronics intelligent equipment production base projects in Nanxun Economic Development Zone.
3rd Asian Sky Integration
Industry segmentation: other professional engineering
Profitability: Return on equity 12.81%, gross profit margin 10.95%, net profit margin 5.10%
Performance forecast: ROE has risen to 22.32% in the last three consecutive years, and the average value of the latest forecast is 27.77%
Main products: engineering construction income is the main source of income, accounting for 98.16% of revenue, and gross profit margin is 10.72%
Company Highlights: ASG is a professional provider of one-stop clean room system integration engineering services, and its main business is IC semiconductors, optoelectronics and other high-tech electronics industries.
No. 2 Shijing Technology
Industry segmentation: environmental protection equipment
Profitability: Return on equity 9.70%, gross profit margin 27.05%, net profit margin 6.83%
Performance forecast: ROE has risen to 13.78% in the last three consecutive years, and the average value of the latest forecast is 24.97%
Main products: environmental protection equipment is the main source of income, accounting for 94.58% of revenue, gross profit margin of 26.76%
Company Highlights: The digital and intelligent stainless steel Teflon air duct production project of Shijing Technology is mainly used in the company's process pollution prevention and control equipment, and is particularly widely used in the field of pan-semiconductors.
1st Otway
Industry segmentation: photovoltaic processing equipment
Profitability: Return on equity 36.43%, gross profit margin 37.71%, net profit margin 19.16%
Performance forecast: ROE for the last three years, the latest forecast average
Main products: photovoltaic equipment is the main source of income, accounting for 88.24% of revenue, gross profit margin of 33.30%
Company Highlights: Otway has conducted special research on the core process technology of semiconductor bonding machines, and has successively overcome technical problems such as ultrasonic application, pressure control, welding wire inspection, and tensile testing.
The top 10 enterprises in the semiconductor equipment industry chain in terms of profitability, return on net assets, gross profit margin and net profit margin in the past three years:
