◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼•••••••••••••◼◼◼•••••••••◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼H1：产销不旺，库存有压力H2：政策加码，终端向好◼◼◼◼◼◼◼◼◼◼◼⚫⚫⚫⚫⚫⚫⚫⚫⚫◼⚫⚫⚫⚫⚫⚫⚫⚫◼◼◼⚫⚫⚫⚫⚫⚫◼◆✓✓✓✓◼◼◼➢➢◼◼◼➢➢➢➢➢➢◼◼➢➢➢➢➢◼◼◼◼◼◼◼◼◼◼◼◼◼◼设备类型SiSiC抛光设备细分设备PVDCVDALD氧化炉RTP设备涂胶显影光刻机CMP检测量测测试机分选机探针台晶盛机电★★√LPCVD√晶升股份★√北方华创√√√ICP/CCP√★★LPCVDPECVD√★★√√TSV刻蚀中微公司★CCP/ICP√LPCVDMOCVD√√明场（睿励）√膜厚/OCD（睿励）√TSV刻蚀拓荆科技★PECVDSACVD√√混合键合华海清科√√（芯嵛）★√膜厚√减薄设备划切设备盛美上海★√PECVD√√√√√电镀设备湿法设备芯源微√★√√涂胶显影湿法设备至纯科技★√√万业企业√（嘉芯）√（嘉芯）√（嘉芯）√（嘉芯）★（凯世通）中科飞测★★精测电子★★√√上海微电子√★√√屹唐半导体√√★华峰测控★长川科技√√√单晶生长前道工艺后道工艺去胶机前道测试设备后道测试设备先进封装长晶炉刻蚀设备清洗设备薄膜沉积设备热处理设备光刻设备离子注入机◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼→→→→→◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼◼