Professional IC test supply chain confirmation, international IDM big factory commission test acceleration, especially vehicle chips to obtain wafer foundry big factory support, expecting major professional IC test factories third to fourth quarter wafer test (CP) demand break out. Wireless communication chip portions, 5G, Wi-Fi 6 and other types of application processor (AP), RF (RF) components continue to rise, drive CP and finished product test (FT) demand, such as test foundry large factory Beijing Yuan electric It is also revealed that the performance of the next half of the 2021 years will grow season by season.

According to the "Electronic Times" report, the semiconductor production chain has already come out of "flow volume", the IC design plant in advance 4 months before the chip volume or mature process, after 2 months of wafer process, after passing The wafer test is reunited to the post-segment package process, and finally enters the finished product test.

With the upstream IC design plant, the wafer generation factory, the package factory has released optimism, professional test factories include Jingyuan Electric, Silica, Xinyi, etc., the first quarter of the first quarter of 2022 will not be obvious, the market is promoted to Beijing Yuan TV in the first quarter of the first quarter, even has the opportunity to face the highest in the fourth quarter of 2021.

Jingyuan Electric is deeply trapped in June, and the monthly camp is sharply reduced by 30%, but as the epidemic prevention system is instant to prevent it, it is expected that the Beijing yuan electricity will fully speed up the performance, and the order visibility is relatively clear. It is already at least at least the end of the year. The vehicle chip test foundry part, such as the company's crystal sessions, the leader, has passed an intimate CP order from 2022 throughout the year.

Jingyuan Electric Successfully Required to Japan Testing Equipment Factory, IV million procurement machine, and 4,700 in the total number of test machines in 2021. Looking forward to 2022, it also observed the market conditions to expand the expansion.

For the "long short shorts" problem in the industry, mainly, the advanced process can be relatively no shortage, but the high-level mobile phone has to be sold in addition to the remaining standard chips, so the current mature production capacity is more tight.

Despite this, chippers still actively pursue ticking time, and eat down-heart pills to the seal test plant. In the first half of 2021, the first half of the year, and the Beijing Yuan electricity is announced to increase capital expenditure to Xin Tai. 16 billion Yuan, more than 9.4 billion yuan prior to a large number of more than 70%, another silicon, and Xinyi also actively grab.

In addition to the international equipment of Ed Wan, Terrea, such as test interface suppliers including Socket, probe card, Yongzhi, Wanggui, YinWei, etc., synchronized semiconductor test demand in the second half of 2022 Broad outbreak, seasonal effect will be significantly dimmed.