摘要：除光刻机外，半导体设备还有许多环节需要国产突破，这正是新凯来的布局重点。 深圳市新凯来技术有限公司成立于2021年8月，定位半导体装备及核心零部件的研发、制造与服务。股权结构显示，其最终控制人为深圳市国资委，具有清晰的“国家队”属性。 公司公开的突破方向集中在
Note: The English version is provided below.
不只是光刻机
除光刻机外，半导体设备还有许多环节需要国产突破，这正是新凯来的布局重点。 深圳市新凯来技术有限公司成立于2021年8月，定位半导体装备及核心零部件的研发、制造与服务。股权结构显示，其最终控制人为深圳市国资委，具有清晰的“国家队”属性。 公司公开的突破方向集中在薄膜均匀性、颗粒控制、温场设计等工程指标，围绕“可量产、可维护、可迭代”展开对标，缩短与国际领先企业在可靠性和全生命周期成本上的差距。发展里程碑
2021年：公司成立，明确攻克高端装备的战略使命2022年：设立工业机器公司，从技术走向产业化2023年：加速全国研发布局，设立EDA软件等研发实体2024年：母公司注册资本增至15亿元，实现约10亿元营收2025年：在SEMICON China首次系统性亮相，发布6大类31款前道关键设备至2025年9月，新凯来累计订单额超17亿元，客户覆盖中芯国际、长江存储、华虹半导体等头部晶圆厂。
产品线布局
2025年3月，新凯来一次性发布6大类31款半导体设备，覆盖工艺装备与量检测装备两大序列：工艺装备：刻蚀（“武夷山”系列）：面向先进逻辑与存储，精度提升至既有平台10倍薄膜沉积（“普陀山”PVD、“长白山”CVD、“阿里山”ALD）外延（“峨眉山”EPI）：12英寸单片减压外延平台热处理（“三清山”RTP）量检测装备：
光学检测（“岳麓山”BFI、“丹霞山”DFI）光学量测（“天门山”IBO/DBO）物理与X射线量测（“沂蒙山”AFM、“赤壁山”XPS/XRD/XRF）电学/功率表征竞争格局
新凯来面临两类竞争对手：国际上的应用材料、阿斯麦、泛林、东京电子等设备巨头；国内的北方华创、中微公司等本土企业。 国际巨头的护城河不仅是单机性能，更是覆盖刻蚀、沉积、量测到工艺整合的“系统能力”。国内企业的优势在于先发装机基础和成熟的工程机制。 新凯来的策略是“全产品线协同+关键节点单点突破”，借助国产替代窗口，在成熟与先进节点上同步形成交付能力。生态布局
新凯来通过纵向一体化布局，构建“设备＋仪器＋软件＋核心零部件＋材料”的产业链能力：设备端：新凯来工业机器公司仪器端：万里眼技术公司，专注高端电子测量软件端：武汉启云方，布局工业控制和EDA软件核心零部件：长光集智光学，聚焦高端光学系统材料端：珠海基石科技，切入光刻胶等专用化学品国产设备差距
2024年中国大陆半导体设备采购规模约375亿美元，占全球三分之一，是第一大单一市场。但国产设备整体仍与国际领先存在差距：关键环节鸿沟：光刻机最为明显，国内量产仍以DUV为主核心零部件依赖：高端光学系统、精密测量仪器等国产化率低整线能力不足：国内企业多以单机突破为主，“局部先进、系统短板”性能与稳定性差距：在关键指标上总体仍偏弱市场份额低：在中国大陆市场，国产设备份额约17.2%总结
SEMI预计，2025年中国半导体设备市场规模达数千亿元，但国产化率不到四分之一。这为新凯来等本土设备商提供了增长空间。 新凯来的思路不只是制造单台设备，而是补齐设备背后的关键环节：“心脏”：光源、镜头等高精度部件“大脑”：设备软件与控制系统“血液”：化学材料等消耗品这套全链条布局的目的是让国内工厂能买得到、用得起、用得稳。 对新凯来而言，最关键的不是“拿订单”，而是把订单稳定“变现”：按时交付、长期在线、良率可靠、成本可控。国资背景解决了“敢不敢投”的问题，系统化布局解决了“能不能供”的问题；接下来需要在真实产线中积累口碑，从“替代选项”成长为“基本盘供应商”。
SiCarrier: A Homegrown Challenger to ASML？Since SiCarrier entered the public eye, numerous reports have focused on its "major breakthroughs" in the field of lithography machines. Some sources claim that SiCarrier has developed a 28nm immersion lithography system suitable for 300mm wafers, with core parameters reaching the level of international counterparts. There are even rumors linking it closely with Huawei, jointly tackling technologies like EUV lithography machines.
However, public information shows that SiCarrier has never officially acknowledged having a lithography machine business or products. At recent industry exhibitions, although the company prominently displayed a series of equipment including etchers and thin film deposition tools, no physical lithography machines or related materials were ever seen. Currently, there is no conclusive evidence indicating that SiCarrier possesses commercial capabilities for lithography machines.
Yet, intriguingly, at this year's World Artificial Intelligence Conference, Huawei staff revealed that its next-generation Ascend GPU would utilize a 5nm process node, a capability that SMIC does not possess.
More Than Just Lithography Machines
Beyond lithography machines, many other segments in semiconductor equipment require domestic breakthroughs, which is precisely the focus of SiCarrier's strategy.
Shenzhen SiCarrier Technology Co., Ltd. was established in August 2021, positioning itself for the R&D, manufacturing, and service of semiconductor equipment and core components. Its equity structure indicates that its ultimate controlling entity is the State-owned Assets Supervision and Administration Commission of the Shenzhen Municipal Government, giving it a clear "national team" attribute.
The company's publicly stated breakthrough directions concentrate on engineering metrics such as thin film uniformity, particle control, and temperature field design. It focuses on benchmarking against "mass producibility, maintainability, and iterability" to narrow the gap with international leaders in terms of reliability and total lifecycle cost.
Development Milestones
2021:Company founded, with a clear strategic mission to conquer high-end equipment.
2022:Established an industrial machinery company, moving from technology R&D to industrialization.
2023:Accelerated national R&D layout, setting up R&D entities for areas like EDA software.
2024:Parent company's registered capital increased to 1.5 billion RMB; achieved approximately 1 billion RMB in revenue.
2025:Made its first systematic appearance at SEMICON China, launching 31 models across 6 major categories of key front-end equipment.
By September 2025, SiCarrier's cumulative order value exceeded 1.7 billion RMB, with customers covering leading fabs like SMIC, Yangtze Memory Technologies, and Huahong Semiconductor.
Product Line Layout
In March 2025, SiCarrier launched 31 semiconductor equipment models across 6 major categories in a single event, covering two main sequences: Process Equipment and Metrology/Inspection Equipment.
Process Equipment:
Etch ("Wuyishan" series): For advanced logic and memory, accuracy improved by 10 times compared to previous platforms.
Thin Film Deposition ("Putuoshan" PVD, "Changbaishan" CVD, "Ali Shan" ALD).
Epitaxy ("Emeishan" EPI): 12-inch single-wafer reduced pressure epitaxy platform.
Thermal Processing ("Sanqingshan" RTP).
Metrology/Inspection Equipment:
Optical Inspection ("Yuelushan" BFI, "Danxiashan" DFI).
Optical Metrology ("Tianmenshan" IBO/DBO).
Physical and X-ray Metrology ("Yimengshan" AFM, "Chibishan" XPS/XRD/XRF).
Electrical/Power Characterization.
Competitive Landscape
SiCarrier faces two types of competitors: international equipment giants like Applied Materials, Lam Research, and Tokyo Electron; and domestic Chinese companies like Naura and AMEC.
The moat of international giants lies not only in single-machine performance but also in "system capabilities" covering etch, deposition, metrology, and process integration. Domestic players have advantages in their initial installation base and mature engineering mechanisms.
SiCarrier's strategy is "full product line synergy + single-point breakthroughs at key nodes," leveraging the window of import substitution to form delivery capabilities for both mature and advanced nodes simultaneously.
Ecosystem Layout
SiCarrier is building capabilities across the industrial chain – "Equipment + Instruments + Software + Core Components + Materials" – through vertical integration:
Equipment End:SiCarrier Industrial Machinery Company.
Instruments End:Wanliyan Technology, focusing on high-end electronic measurement.
Software End:Wuhan Qiyunfang, developing industrial control and EDA software.
Core Components:Changguang Jizhi Optics, focusing on high-end optical systems.
Materials End:Zhuhai Jishi Technology, entering specialty chemicals like photoresists.
Gaps in Domestic Equipment
In 2024, the semiconductor equipment procurement scale in Mainland China was approximately $37.5 billion, accounting for about one-third of the global market and making it the largest single market. However, domestic equipment still lags behind international leaders overall:
Critical Segment Gaps:Most evident in lithography machines, where domestic mass production still primarily focuses on DUV.
Core Component Reliance:Low domestic substitution rate for high-end optical systems, precision measurement instruments, etc.
Lack of Integrated Line Capability:Domestic companies mainly achieve single-machine breakthroughs, leading to "local advancement, systemic shortcomings."
Performance and Stability Gap:Generally still weaker in key metrics.
Low Market Share:Domestic equipment holds only about 17.2% share in the Mainland China market.
Summary
SEMI estimates the Chinese semiconductor equipment market will reach hundreds of billions of RMB in 2025, but the domestic substitution rate is less than a quarter. This provides growth space for local equipment suppliers like SiCarrier.
SiCarrier's approach is not merely about manufacturing single machines, but about strengthening the critical supporting segments behind the equipment:
"Heart":High-precision components like light sources and lenses.
"Brain":Equipment software and control systems.
"Blood":Consumables like chemical materials.
The goal of this full-chain layout is to enable domestic fabs to acquire, afford, and reliably use the equipment.
For SiCarrier, the most critical task is not just "winning orders," but stably "fulfilling" them: delivering on time, ensuring long-term uptime, guaranteeing reliable yield, and maintaining controllable costs. Its state-owned background addresses the question of "daring to invest," and its systematic layout tackles the issue of "ability to supply." The next step requires accumulating a reputation within actual production lines, evolving from an "alternative option" to a "fundamental supplier."
来源：与非网