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text-align: justify; padding-bottom: 0px; line-height: 32px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 36px 0px 22px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 24px; font-weight: 700; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">一、立足激光加工，二十年成就激光设备龙头</h1> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">1.1、深耕激光设备，二十年成长铸亚洲激光龙头</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">公司自1999年创立以来，维持了18年的高速增长趋势，营收增长230多倍；自2004年上市以来，营收增长17倍。2018年营收达110.3亿元，同比小幅下降4.6%，预计2019年仍能保持营收增长的趋势。目前大族激光已是亚洲最大，全球第二的激光设备企业。根据2017年全球激光设备厂商发布的相关数据，德国通快仍保持行业领先地位，全年收入35.5亿美元，大族激光以17.69亿美元（使用历史时期汇率换算）位列第二。相干、IPG、Ⅱ-Ⅵ、恩耐位列三至六位，均在市场中占据一定份额。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="531" inline="0" img_height="419" img_width="552" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/a5f86c89b39f4224858d417a1996037a" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="497" inline="0" img_height="420" img_width="591" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/150e70bca7b34127a3d90f90b6dbad34" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">立足上游来看，大族激光在研发投入上领先同行，注重向上游推进自主研发，自产激光器。激光器能否自制和自制比例是衡量公司发展和技术水平的重要因素。公司小功率激光器业务已基本采用自制激光器，因而实现了小功率业务上高于40%的毛利率，这一毛利率在行业内处于领先水平，而小功率激光设备是公司最大收入来源，在上游核心原材料上实现的自制，成为了公司的一大重要盈利点与核心竞争力。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">公司在中小功率光纤激光器已经部分实现量产和自用，并已有数千台出货。公司自主研发的Draco系列皮秒激光器实现规模销售，作为新一代核心光源，打破了国外在核心光源的垄断，在LED晶圆、蓝宝石、玻璃等脆性材料切割领域，大族所自制的原材料基本替代了进口。自主研发的DracoTM系列紫外激光器采用模块化设计实现不同功率、频率、脉宽的多参量输出，满足不同行业需求。公司未来在大功率光纤激光器的突破将具备更大意义，将助力大功率业务大幅降成本和出货放量。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">立足下游来看，从公司最新的业务及产品结构来看，公司当前主要产品包括激光打标机系列、激光焊接机系列、激光切割机系列、新能源激光焊接设备、激光演示系列、PCB钻孔机系列、工业机器人等多个系列200余种工业激光设备及智能装备解决方案。大族激光具备为国内外客户提供一整套激光加工解决方案及相关配套设施的能力。公司产品涉及IT制造、新能源动力电池制造、电子电路、仪器仪表、计算机制造、家电厨卫、汽车配件、精密器械、建筑建材、五金工具、城市灯光、珠宝首饰、工艺礼品、食品及医药包装等多个行业。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">同时在公司面向下游的销售渠道及配套售后服务上，大族在国内拥有行业内完善的销售及售后服务网点，覆盖全国范围，海外拥有分支机构及代理数十家，并成立了专门的行业服务部门，为不同行业的客户提供工艺分析和全方位应用解决方案，使激光技术与各行业的制造工艺实现无缝对接。公司多项核心技术处于国际领先水平，与全国多所著名大学等建立了战略合作关系，联合成立相关实验室及人才培养基地等项目。生产在其来料、加工、整机、出货各环节严格把控，确保产品性能和质量，且多个系列产品获得过欧盟CE认证。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="419" inline="0" img_height="672" img_width="1124" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/21c9ae85707c4a8884a541f652fe3bcb" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">1.2、业务横纵不断拓宽，板块实现全面布局</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从激光行业的历史发展情况来看，很多巨头公司无一例外均是通过内生外延不断拓宽自身的业务版图。大族激光自上世纪90年代创立至今，不断强化“内生+外延”式的均衡发展。从早期主营各类激光标记、焊接、切割等，而后不断拓宽PCB业务、机器人、半导体、显示面板及消费电子等业务，逐渐拓宽业务领域，形成事业部布局，加强产业链上下游领域延伸。从单一产品模式逐渐面向不同需求的客户，生产专业的高端定制化产品。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">1996年公司创始人高云峰先生在深圳市创立大族实业有限公司，进入激光加工领域。公司注重研发并于1997年独立开发出国内第一套自主知识产权的振镜式打标软件。1999年大族激光科技有限公司成立。并于2002年制造出中国第一台PCB激光钻孔机，正式进入PCB领域。公司于2004年在深交所上市，主要从事激光加工设备（激光标记、焊接、切割）及PCB钻孔机的研发、制造和销售。次年公司研制的两款激光打标设备获得CE认证，并完成股权分置改革。2006年公司上线ERP和CRM系统，加速信息化建设。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2008年公司募投激光标记设备、激光焊接设备扩产建设项目，及配套生产基地项目，旗下子公司深圳市大族数控科技有限公司收购PCB测试设备领域国内市场排名位居第一位的深圳麦逊电子有限公司61％股权进军PCB检测设备领域，拓展公司PCB设备业务的产品链，提高公司PCB业务的市场地位。2009年公司获取苹果公司产品订单，进入苹果产业链，拓展消费电子领域，并加大对LED、太阳能等领域专用设备的研制、开发投入，完善公司在LED产业链布局，新能源、新光源行业设备逐步成为公司未来新的增长点。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2011年公司面对特定的客户群进行个性化生产，印刷事业部完成海外收购，进军高端印机市场。2012年公司小功率激光设备及产品销售大幅增长，高端装备研发取得突破，收购美国GSI公司下属德国BaublysLaser公司和美国ControlLaser公司的激光打标系统业务，探索走向国际化的新商业模式。2014年，公司激光技术+自动化技术+资本平台的先天优势加速机器人领域的自动化业务发展，互联网运营平台促进业务增长。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2015年公司小功率激光设备细分行业开拓取得成果，大功率激光设备销售持续增长，机器人产业实现全面布局，激光器研发取得重大突破。2016年在原有业务保持快速发展的基础上，公司全面布局机器人产业，系统集成业务加速发展。2017年公司奠定PCB行业专用设备龙头地位，积极应对PCB行业工业4.0需求；持续布局半导体及显示面板行业；成立新能源装备事业部，锂电池装备整线供给能力得到提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="473" inline="0" img_height="740" img_width="1096" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/03c9fd475c9c4f19bbef4e0363d989b9" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">目前，公司业务主要分激光业务与自动化业务两大部分。其中激光业务约占营业收入的七成以上，包括小功率设备和大功率设备，小功率设备仍为收入主要来源，主要包括IT业务、半导体与显示面板、新能源装备、部分PCB业务及其他小功率设备。其中IT业务中面向A客户的业务为主要获利来源。自动化业务约占营业收入的20%，其中包括PCB业务、LED设备及产品、激光制版及印刷设备，其中PCB业务比重较大，激光制版及印刷设备近几年份额逐渐减少，几乎已被公司淘汰。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在2018财年，由于A客户创新减少带来的来自A客户订单减少导致的消费类电子业务大幅下滑，但大族激光在显示面板、PCB业务和新能源装备业务上实现了营收与业绩的快速增长，整体营收同比上年略有下滑，归母净利润仍实现了同比增长。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="330" inline="0" img_height="528" img_width="1118" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/cb578013a2cb494ab547c8fad58d1565" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">1.3、公司扁平化发展，事业部机制助力下游应用拓展</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在经历早期的粗放式经营后，随着企业日益发展壮大，为了应对企业规模扩大和产品经营多样化对企业管理带来的挑战，公司在组织架构上转向扁平化，实行事业部机制，即在总公司的领导下设立多个事业部，把分权管理和独立核算联系起来，按照产品划分经营单位并建立与之配套的独立核算管理体系，开启总公司作为一级平台、事业部作为二级平台的平台化管理模式。通过不断完善扁平化的组织管理架构以及与之配套的独立核算，给予部门主管人员更大的自主权和经营灵活性，完善相应监管和激励机制，进一步提高部门工作人员的工作效率，促进公司整体效率的提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">除了传统的小功率激光、大功率，率激光外，当前公司已对PCB、LED、半导体、面板显示、新能源锂电等高景气子行业成立专门的事业部进行布局。通过设立专门的事业部，更有利于精准把握下游子行业的市场动向，有助于带动领域内新增产品需求放量。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">与国外激光加工设备企业和IPG等上游厂商相比，大族激光的优势在于销售渠道网络、本土化优势、对客户需求响应快速和可提供小批量产品定制化服务等，实行事业部的组织架构对于建立这些优势具有很大的帮助作用。大族激光主要的事业部及相关经营范围如下：<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">1.4、持续高研发投入，加强产业垂直布局</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在激光加工设备中，激光器是核心，占其成本约30%—40%。根据公司2014—2016年年报披露，小功率激光设备的毛利率大概是40%，大功率激光设备的毛利率大概是30%。小功率激光设备的毛利率高于大功率激光器的重要原因在于小功率激光器公司能够自产，而大功率激光器依赖进口。实现激光器及其他核心部件的激光加工设备自产的企业将具有很大的成本优势和购买部件时的议价能力。激光加工设备产业为技术密集型产业，具有高技术壁垒，相关产品还具有较强的定制化特点。因此激光类企业，需要持续强化其资本开支与技术研发投入，以维持其行业领先优势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族激光高度重视其技术研发，研发投入逐年增加，2018年研发支出9.93亿元，占营业收入比例9.00%。根据申万行业分类，我们电子行业中的226家上市公司2017年的研发占营业收入比例进行了统计并排序，行业平均水平为6.19%，中位数约为4.43%。尾部研发占营收比重较高的公司主要为半导体设计类公司，这类公司由于多数目前营收规模较小，因而研发收入比较高。考虑到相关数据影响，大族激光在电子行业中的研发营收占比属较高水平。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="589" inline="0" img_height="451" img_width="536" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/d7201ac249f34cee8406fd3152db8d23" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="549" inline="0" img_height="454" img_width="579" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/6401f892eaa24655b7cd124f947a1277" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从研发人员数量来看，大族激光随着业务规模的增长，其研发人员绝对数量及总占比持续提升。截至2018年末公司在职研发人员4513人，团队涵盖激光光源、自动化系统集成、直线电机、视觉识别、计算机软件和机械控制等多个领域，多领域的持续性高研发投入，也使得大族具备快速切入机器人及自动化领域的先天优势。从专利数量上来看，随着研发投入的持续，累计专利数量也在持续稳步提升，截至2018年末公司在手专利数量达3562件，其中超过50%为国内实用新型专利。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="582" inline="0" img_height="460" img_width="553" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/41cf309b99cb44d69001f83d30307fe1" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="577" inline="0" img_height="454" img_width="551" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/7a0e1f42ca8b4696b2430e382717e2c7" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">持续的高研发投入使大族激光在小功率激光器自制方面取得了重大进步，涵盖灯泵谱激光器、光纤激光器、半导体激光器和特种激光器。公司在2018年中国国际工业博览会上发布了首款飞秒激光器，也是国内首款达到20W的飞秒激光器，目前已经小批量试产，未来将推出更高功率的产品。同时还展示了量产并销售的首款固体皮秒激光器。根据公司预测，飞秒激光器和皮秒激光器的自制，将显著降低相关设备的成本，为公司带来显著的成本优势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">1.5、三轮业务高速成长，有望迎来成长新周期</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族激光自2004年上市以来，从开始的内部发展渠道建设到组织架构调整各领域共同发展，再到产品高端化、定制化、消费电子创新，期间经历了三次主要成长周期。2017年在苹果十周年产品技术创新的带动下，营收及盈利再创历史新高。进入2018年小功率激光设备在其它细分应用市场取得了进一步的快速发展，我们认为随着5G创新对消费类电子终端功能多样化的带动，以及PCB、显示面板、新能源、半导体及LED等下游市场国产化应用的提速，大族激光有望进入一轮高成长周期。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">第一轮周期：2004—2008年，激光行业爆发式增长，小功率设备迅速发展。</strong>公司早期以激光打标为主，后不断开发焊接、切割、制版业务的产品类别，同时改变经营模式使产品逐渐覆盖全国成为全面的小功率激光加工设备供应商。从大环境来看，中国加入世贸后经济高速增长，服装、皮革、电子元器件等领域全面开花，激光应用行业也爆发式增长，这些行业几乎都应用到公司的设备，公司净利润实现高速增长。随着2008年次贷危机爆发，国内经济增速放缓，公司传统客户也面临转型，加之快速增长时期公司疏于管理导致当年公司股价迅速下滑。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">第二轮周期：2009—2011年，调整公司组织架构，各领域“扁平化”成长。</strong>公司在保持小功率设备稳定发展的同时积极发展PCB、LED及光伏等市场前景广阔的新领域。调整公司内部管理体系，制定部门独立销售收入及成本核算体系，建立以利润为中心的激励及考核方式。国内经济逐渐复苏，公司小功率设备盈利逐渐恢复，光伏领域获利明显，公司股价上扬。但随着11年LED、新能源业务未能达到预期，多元化发展为市场诟病，公司股价回落。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">第三轮周期：2012—2016年，剥离非核心业务，消费电子不断创新。</strong>在11年末，公司逐渐剥离了光伏、养老、数码影像等业务后，聚焦激光精密加工业务，部门转变事业部独立运营，公司整体效率提升。12年苹果对智能机产业链相关激光设备需求增加，公司业绩大幅提升，销售额达14亿，覆盖了大功率切割和PCB业务的附增长。13年尽管苹果相关业务回落，但公司大功率、PCB及光纤激光等业务全面提升，公司收入持续增长。14至15年苹果AppleWatch、iPhone6等新品进一步提升高端小功率设备的需求，带动公司业绩增长。而16年伴随苹果创新能力下降，公司受到相关影响，股价逐渐回落。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2017年步入新周期，消费电子产业链全面渗透，客户创新带动公司创新。公司小功率业务地位稳固已经切入消费电子产业链各个环节，大功率逐渐替代进口，新能源、OLED、半导体等行业专用设备持续放量。苹果迎来十周年纪念，产品创新带动公司的业务规模创历史新高。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">我们认为5G应用周期的到来，有望继续带动消费类产品激光及自动化设备需求持续提升，PCB、新能源、显示面板、LED、半导体、大功率等领域设备受益下游国产产商应用需求，未来3-5年仍有望保持较高的复合增速。大族有望开启新一轮的成长周期。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="376" inline="0" img_height="592" img_width="1102" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/8df7caf7111f43a8b483c914219c2001" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <h1 style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; line-height: 32px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 36px 0px 22px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 24px; font-weight: 700; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">二、激光行业加速渗透，国产替代长期成长空间可期</h1> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">2.1、激光器工作原理及分类</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光是20世纪以来，继原子能、计算机、半导体之后，人类的又一重大发明，激光技术在材料加工、通讯、医疗美容、研发与军事、仪器仪表与传感器等领域均有应用。按增益介质、运转方式、输出波长、发射功率、脉冲宽度等，材料加工用激光设备可进行不同分类。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="302" inline="0" img_height="489" img_width="1132" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/236cd727c1e54e7288eb6ac03267f831" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">按照<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">显示波段</strong>的不同，激光器可分为远、中、近红外激光器、可见光激光器、紫外激光器等。一般根据不同物质可吸收的光波长范围选择不同的激光器。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="154" inline="0" img_height="247" img_width="1121" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/13253682a1a84e87bf53dbcaf5537804" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">按照<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">脉冲宽度</strong>的不同，脉冲激光器可进一步分为纳秒激光器、皮秒激光器和飞秒激光器，一般而言，脉冲时间越短，单一脉冲能量越高，加工速度越快，加工量越大，脉冲宽度越窄加工精度越高。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="530" inline="0" img_height="864" img_width="1141" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/57020bf5fef845c899a00c11b7c4edc5" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">2.2、行业壁垒高，激光器技术附加值最大</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">根据OFweek的研究数据2017年<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">材料加工以41.3%的市场占比，成为激光设备的第一大应用领域</strong>，并且近年来份额有持续提升趋势。材料加工用激光设备，主要由激光光学加工系统、机械传动系统、电子控制系统及辅助系统组成。其中激光光学加工系统是核心部分，它由激光器、激光加工头与光学元器件三大部分组成，<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">其中激光器的技术附加值最高。</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光器是激光加工设备的核心部件，其重要性犹如CPU之于计算机，也是激光设备中技术含量最高的部件，激光行业本身由于其资金需求规模和技术存在较高的壁垒。对激光器加工行业来说，在外延材料和芯片领域的专业研发人才十分稀缺，专业技术集中在少数发达国家；前期研发投入较大，为满足不同行业的需求，后续的技术更新和产品升级同样需要较大的研发投入和资金支持。而且由于规模化生产需大量的测试检验仪器和生产工艺设备，也需要大量的资金投入。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">根据国外激光器领军企业IPG披露的数据，激光器占据了其激光设备成本的40%，其销售毛利率接近55%，销售净利率接近26%。国内德邦激光、天弘激光、嘉泰激光等年报数据也显示，激光器在激光加工设备中的成本占比也均超过40%。近十年来，以通快集团为首的一系列激光装备公司相继进入光纤激光器市场抢占蓝海。包括中国在内的一系列国家更是将研究开发新型高功率、高光束质量的大功率半导体激光器作为一个重要研究方向，以满足要求更高激光功率密度的激光材料加工应用的需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="366" inline="0" img_height="592" img_width="1131" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/8caad604a8f647e098d1d122539d8e9a" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在各种激光器中，光纤激光器由于其电光转化效率高、输出功率高、维护费用低等特点，受到广泛关注，被称为“第三代激光器”，目前光纤激光器市场份额增长迅速，在工业激光器中的占比由2013年的33.82%上升至2017年的47.26%，2014年取代CO2激光器成为份额最大的激光光源，光纤激光器市场规模的绝对金额5年复合增速接近25%。2014年，光纤激光器超越了CO2激光器成为份额最大的激光光源。实现光纤激光光源的逐步自制，已成为设备类企业向上游业务垂直延伸，以实现成本自主可控的业务重点之一。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="501" inline="0" img_height="400" img_width="559" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/cfb1f6b949e4465cb7fe7cda405ce172" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="487" inline="0" img_height="398" img_width="572" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/3ae110b935ed4a05ae7a51e24870d515" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">2.3、激光产业链完备，下游应用不断拓宽</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">自上世纪60年代第一台激光器问世开始，经历半个世纪的发展，激光产业链已经极其完备。激光行业上游主要为光学材料、光学元器件、机械、数控等，中游包括各类激光器（CO2、YAG、光纤、半导体、燃料）等对应的激光设备，下游已逐渐渗透至汽车、钢铁、造船、航空航天、电子通信、医疗、军事、科研等多个方面。目前，激光正以其优质的性能在各行各业加速渗透，并延伸到更多的行业，渗透率与增量应用都在稳步提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="466" inline="0" img_height="745" img_width="1118" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/ba99ab9baf544ce49ab9e026cb6e661d" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">在激光产业链上游，尤其是作为激光器核心外延材料的光学材料和光学元器件，都存在较高的技术壁垒，对相关厂商的自主研发能力和创新能力有较高的要求。</strong>大族拥有涵盖激光光源、自动化系统集成、直线电机、视觉识别、计算机软件和机械控制等多方面复合研发队伍已接近4000人，多领域的持续性高研发投入，也使得大族具备上游供应链的整合能力，同时具备快速切入机器人及自动化领域的技术优势。从专利数量上来看，随着研发投入的持续，累计专利数量也在持续稳步提升，截至2017年末公司在手专利数量达2486件，其中超过50%为国内实用新型专利。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从产业链上游来看，大族激光已经具备了中游激光器自主研发的能力，以及创新团队优势，而产业链上中游客观存在的技术壁垒，也有助于大族等具备产业链垂直整合能力的企业，在行业中巩固优势地位。此外，公司将全面参与工业4.0智能制造，强化涵盖电机、传感器、控制系统、减速机、激光雷达等各个核心零部件的自主科研平台，为客户提供附带激光工艺解决方案的自动化生产线。大族精密传动负责谐波减速器和激光雷达的研发和生产，结合大族电机产品，关键零部件已经批量使用在公司内部机器人本体中，后续有望开始对外销售，打破关键零部件国外垄断局面，巩固公司在产业链上游的优势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">位于产业链中游的激光器，作为整个激光设备的核心组件，涉及激光元器件的集成，其技术壁垒和工艺制造难度都是整个产业链最高的，占据了整个产业链的价值高地。</strong>目前产业链上游市场集中度较高，随着上游核心器件的成熟和竞争格局的优化，将有利于中游激光器制造技术的进一步成熟，从而促进激光器价格的逐步下降，并带动下游激光设备的应用渗透。目前在中高功率激光器，基本上仍以IPG等海外厂商供应为主，而在低功率激光器，国产技术渗透较快，国产率也已较高。结合下游市场应用的多元化，以及产品的定制化特点，大族在不断拓展产品种类的同时，也在组织架构上采用了事业部机制，当前公司已对PCB、LED、半导体、面板显示等高景气子行业成立专门的事业部进行布局。通过设立专门的事业部，更有利于精准把握产品需求的市场动向，灵敏的调整产能及开发新的产品。而中游激光器的逐步自制，也有望带动采购成本的下降，以及公司整体产品竞争力的提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在产业链下游，随着中游激光设备技术的不断成熟，激光加工效率逐步提升，激光设备在各类下游加工应用领域的竞争力也不断增强。近几年全球激光器下游市场规模增速可观，来自LaserMarketsResearch的数据显示，近5年复合增速达8.5%。在若干细分应用领域中，与材料加工相关的激光器收入所占比重最高，达全球市场规模的42%，与通讯行业相关的激光器以42.26亿美元的收入仅次于材料加工行业，两者共占据近80%的市场份额。2017年激光器市场规模的增长驱动力主要来自于材料加工和通信领域的激光器需求持续释放。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">近几年来，随着制造业设备的升级以及半导体/面板/新能源等新兴行业的应用，激光技术的应用需求正在加速增长，全球激光器市场规模的增速前几年的3%左右的水平提升到2017年的8.9%的增速，凸显了激光技术应用正在加速。目前，激光加工设备在下游不断扩展应用场景，多样性的加工需求以及激光设备整体成本的下降，将作为激光加工替代传统加工的核心驱动力，产业链的上下联动势必使得激光在各行业的渗透率和增量应用持续提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="501" inline="0" img_height="388" img_width="542" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/a5d15cde0f924d76b7b6162c0f3e2d70" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="500" inline="0" img_height="395" img_width="553" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/c7b44f593b8b42bfa5340d3f5af3375f" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">根据光与物质的相互作用机理，激光加工可分为基于光化学效应的“冷加工”和基于光热效应的“热加工”两个方面。基于“冷加工”，实现冷剥离，可将紫外激光应用于聚合物、瓷器等非金属材料的钻孔、光刻、表面处理等微细加工。基于“热加工”，实现对工件的切割、焊接、打标、打孔、熔覆等表面热处理。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="444" inline="0" img_height="346" img_width="545" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/2aceab80bd594bf4b78407a9f1a64d5f" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="437" inline="0" img_height="338" img_width="541" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/9e320cfd29814795a1877031ac3954f4" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光加工属于无接触加工，激光能量与移动速度均可调节，非接触特性意味着加工无需施加外力，适合精密零件和外观要求高的产品。由于不同材质对激光光源不同波段的吸收比率相差甚远，因此激光在金属和非金属类材料加工同样得心应手，且对周边结构损伤降至最低。相较于传统机械加工，激光加工具备诸多显著优势。我们认为随着技术的进步，以及成本的下降，将是激光设备在材料加工领域应用渗透的最主要机遇，并且传统机械加工仍存在较大可替代空间。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="185" inline="0" img_height="302" img_width="1141" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/9c13e17b9bc24652b1e002339d42d93c" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">由于激光的高亮度、高方向性、高单色性和高相干性的特性，在下游领域的应用中与传统工艺相比具有效率高、速度快、精度高等优势。目前，激光正以其优质的性能在多行业加速渗透，在具体应用方向上，主要包括激光切割、焊接、打标、钻孔、医疗、显示、照明、测量、熔覆、通信、微加工等。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="261" inline="0" img_height="425" img_width="1140" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/0fada3ac498d42729d06a469e1d2586b" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在具体的应用领域，激光加工相比于传统加工技术优势明显。在<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">激光打标</strong>领域，通过高能量密度激光束照射工件，使其表层材料汽化或改变表面色泽的的化学反应，从而在工件表面留下永久性的文字、图案、刻痕等标记，具有易编程、无接触、无油墨、不易涂改、高效率等优点；在<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">激光切割</strong>领域，利用经聚焦的高功率激光束照射到工件表面，被照射工件温度急剧上升从而熔化、汽化、烧蚀，光束与工件相对移动，与光束同轴的高速气流吹除熔融物质，形成光滑的切缝。具有1）切缝细窄，切角垂直，切割精度高，切面光洁，热影响小，工件变形小；2）非接触加工，无工件磨损，无加工模具、刀具；3）切割速度快，可平面或三维切割等诸多优势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">激光焊接</strong>领域，利用经聚焦的高功率激光束照射工件表面，表面热量通过热传导向内部扩散，通过控制激光脉冲的宽度、能量、峰值功率和重复频率等参数，使工件熔化，形成特定的熔池，实现焊接。激光焊接速度快、焊缝深宽比值高、焊缝小、整齐美观，光斑小、能精确定位，光束强度易控制，可用于微、小型工件焊接。在<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">表面处理</strong>领域，激光可用于表面改性和表面去除，处理后工件变形极小，表现卓越。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="646" inline="0" img_height="1064" img_width="1152" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/d2d2c34bc7a54881b4ac166d46231e38" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">2.4、激光设备市场成长迅速，国产替代成长空间可期</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">根据美国StrategiesUnlimited的报告，2013-2017年，全球激光器行业收入规模持续增长，从2013年的89.70亿美元增加至2017年的124.30亿美元，年复合增长率为8.50%。我国激光产业虽起步稍晚，但随着技术升级和全球制造中心的转移，中国激光产业也逐渐步入高速发展期。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">《2018年中国激光产业回顾与展望》中指出，中国激光加工行业市场规模由2013年的195亿元增长至2017年的495亿元，年均复合增速达25.8%，远高于同时期的全球平均增速。目前国内激光加工行业市场规模增长趋势向好，预计2018年国内激光设备市场规模将达600亿元。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="534" inline="0" img_height="425" img_width="557" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/34ddd75808fc4f579f8ec6e2afe809be" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="573" inline="0" img_height="452" img_width="552" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/1b5bba101ea84ba4a85d1902fbad8c0e" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">近年来，随着消费电子、材料加工和医疗等领域的发展，激光设备下游应用需求加速释放，激光设备市场规模将进一步扩大。根据LaserManufactureNews数据，2016年全球激光及其相关产品总值超过380亿美元，其中激光器产值约为110亿美元。中国激光市场总规模达80亿美元，超过全球市场的21%，位居全球第二，未来仍具备较大提升空间。中国在全球激光加工市场占比逐步提升，以全球光纤激光器龙头IPG为例，其中国区收入占比由2013年的29.65%提升至2017年的44.10%。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="498" inline="0" img_height="398" img_width="560" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/a5580aaf742449f68cd1fa612f4f72d8" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="483" inline="0" img_height="397" img_width="575" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/d58121662ead460ba7ee77a3c3cbd107" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">中国市场增速高于全球增速，有多方面的原因，包括传统制造业升级带来的设备更新需求，以及半导体、新能源、消费电子、OLED显示、LED等行业转移带来的材料加工设备新增需求。来自LaserMarketsResearch的数据显示，2017年全球激光器行业应用领域中材料加工相关的激光器收入51.66亿美元，占全球激光器市场规模的42%，成为全球激光器应用的第一大领域，未来有望持续扩大份额；通信与半导体相关激光器收入44.69亿美元，占比34%，仅次于材料加工领域；研发与军事运用相关激光器收入9.22亿美元，占全球激光器市场规模的7%；医疗美容相关激光器收入9.20亿美元，占全球激光器市场规模的7%。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">近年来，全球工业激光器市场规模增速可观，成为全球激光器市场增长的主要驱动力。根据LaserMarketsResearch，近五年来，全球工业激光器收入从24.87亿美元增加至43.14亿美元，年均复合增速为14.76%，2017年增速已超过26.10%。切割、金属焊接、打标、精密金属精加工为工业激光器主要应用，2017年，全球工业激光器在材料加工方面的应用中，切割应用占35%，焊接应用占16%，打标应用占15%，精密金属加工占8%。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="489" inline="0" img_height="393" img_width="563" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/3b0ab67ac3024f2da96344e771d3ddcd" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="483" inline="0" img_height="385" img_width="558" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/8d379bbfa8934a1da908539235b4ee31" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">相关资料显示，2016年中国激光设备市场规模达385亿元，工业激光器以63.5%的市占率居于首位。用于工业和信息领域的激光器在中国激光设备市场中所占比重高达95%，与全球激光市场的结构相一致。随着我国工业和信息化的持续发展，未来激光设备应用仍具备长足成长空间。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="538" inline="0" img_height="425" img_width="553" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/f42f0f36725a42ddb8245f7e58545d43" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="542" inline="0" img_height="437" img_width="564" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/f665652bea814b0681f2130324b17601" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">近十年来，由于世界制造中心的转移，国内大小工业部门均面临加工技术升级的态势。下游细分领域如消费电子等日益增长的需求讲驱动中国工业激光器市场大幅增长。基于亚太地区工业部门的迅速扩张以及光纤激光器低成本，高输出功率的优势，用于材料加工的光纤激光器市场空间巨大。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">以光纤激光器为例，国产光纤激光器品牌在与国外品牌的竞争中不断取得实质性突破，发展速度加快。近5年来，我国国产光纤激光器的出货量逐年增长，2017年已达到9.93万台。其中，低功率主要用于3C产品打标等精细加工领域；中功率主要用于金属板切割和焊接领域，预计未来几年销量将保持快速增长；千瓦级以上的高功率光纤激光器主要应用于激光切割、打孔、焊接等工业领域。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">低功率激光器技术壁垒相对较低，中国相关激光器厂商以打标市场为突破口，提高市占率，现在国内已基本实现自给，并出口占领国际市场。在低功率激光器领域已取得绝对成功。《中国激光产业发展报告》显示，2017年，我国低功率（<100w）光纤激光器销售量为 82500 台，同比增长 17.86%，国产化率达到 96.97%。><100w）光纤激光器销售量为82500台，同比增长17.86%，国产化率达到96.97%。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="498" inline="0" img_height="392" img_width="551" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/1b07f30c336247b2942159f9291112e7" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="539" inline="0" img_height="425" img_width="552" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/410d05db4d874f3fb4fe3cc01391786d" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">伴随着国内厂商的技术升级，国产光纤激光器功率和性能也在不断提高与优化，现国内厂商在中功率激光器领域已斩获半壁江山，国产品牌在中功率光纤激光器市场具有相当大的优势。相关资料显示，2017年，我国中功率（<=1500w）光纤激光器销售量为21500台，同比增长65.38%，国产化率达到60.47%。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="495" inline="0" img_height="387" img_width="547" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/e5994a0c920044e7b99f6bf4f8a80c18" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="499" inline="0" img_height="398" img_width="558" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/0b3d312e74a14fb3b1a3e812b6a3367a" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">高功率光纤激光器技术门槛较高，对核心器件的自产和工艺有严格要求，由于中国相对欧美起步较晚，现高功率光纤激光器市场仍由欧美厂商主导。但国内厂商也在奋起直追，缩小差距。相关数据显示，2017年，大功率激光器国产化率已超10%，国产大功率光纤激光器销售量增长势头良好，相比2016年，国内部分激光厂商在大功率业务领域已迎来实质性突破，高功率突破可期。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在国产化率方面，我国中小功率激光器已经能够实现自给，高功率激光器虽目前国产化率较低，但正处于稳步提升中，国产化率从2013年的1%提升到2017年的10%。随着大族激光等一众国产优秀品牌在高功率激光器方面的持续发力，高功率激光器国产渗透率有望继续升高。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">另一方面，激光器领域能够实现替代和赶超的关键在于核心部件自产能力的提高。以往国内没有完整的激光产业链，核心零部件依靠进口，根据《2017年中国激光产业发展报告》数据，2016年中国进口激光元器件的总金额仍创新高，达13亿美元，说明高端市场依然以国外企业主导。但随着近年来国内厂商的崛起，国内龙头企业已经实现核心部件自制，进口依赖状况有望改善。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="513" inline="0" img_height="401" img_width="547" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/800c796913f04c9fb8f7dd0b18e636f3" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="473" inline="0" img_height="384" img_width="568" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/8f83df9a1ee848ff99956b1320700808" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">值得一提的是，以大族激光为代表的国内大型激光设备厂商逐渐具备激光装备的集成能力和面向客户需求的设备定制能力，可以为客户提供激光装备的一体化解决方案。设备集成和定制能力的提高将有效增强国内厂商的核心竞争力，有助于扩大国内市场份额，在低中高功率的国产替代的成长空间可期。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="540" inline="0" img_height="428" img_width="555" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/11c2beca006042b183e2f5103754018d" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="488" inline="0" img_height="427" img_width="613" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/6e8cebfe19024b5081f54d1e155f27a1" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">2.5、政策助力叠加需求增长，国产激光设备迎来高速成长期</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">激光加工装备行业是国家政策重点扶持领域，早在2006年《国家中长期科学和技术规划纲要2006-2020》中就被列为未来发展的前沿技术。</strong>在其后的数十年中，国家出台了大小政策，多方面助力激光行业发展。近几年，在工业4.0背景下，国家推出中国制造2025”计划，要求创新性开展先进制造、智能制造、智能装备等研究，针对激光制造来说，激光易于控制，可以将激光加工系统、机器人系统与计算机数控技术等相结合，柔性化程度高、加工速度快、出产效率高、产品出产周期短，具有很广阔的发展前景，在政策助力背景下，有望迎来加速成长。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">政策驱动下，我国激光设备市场成长迅速，产业规模进一步扩大。随着中国制造产业的升级，在过去十年间，激光加工相关设备的销售迅速向亚洲转移，我国激光市场规模也在不断扩大。根据中国产业信息网的统计，2016年中国激光产业市场规模达到219亿元，同比增加6.31%，未来我国激光产业市场规模将保持多年5%左右的增速；2016年中国激光器总收入高达385亿元，同比增长11.6%，2017年中国激光设备市场销售总收入突破455亿元，2018年国内激光设备市场规模有望突破600亿元。未来随着激光加工成本的进一步降低，激光加工行业的下游应用必将多点开花，国产激光设备届时有望迎来高速增长。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <h1 style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; line-height: 32px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 36px 0px 22px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 24px; font-weight: 700; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">三、消费电子产品持续升级，低功率业务需求提升</h1> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">3.1、消费电子不断创新，激光加工优势尽显</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">消费电子，特别是A客户的激光应用需求，是公司目前小功率业务的核心。</strong>随着智能手机市场竞争的日趋激烈，终端厂商对于手机制造品质要求也不断提升。另一方面，近年来随着高功率、超快激光、深紫外激光等技术的发展，也推动了智能手机制造技术的持续发展。激光加工，凭借其清洁、高效、环保等多方面的优势，在手机零组件加工与制造中，发挥着越来越重要的作用。目前在消费电子智能手机中，激光设备在零组件加工有众多应用，包括打标、切割、打孔、焊接、抛光等。随着智能机功能的持续创新，以及激光设备应用渗透的持续提升，消费电子产品激光应用需求也有望不断增加。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="317" inline="0" img_height="501" img_width="1106" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/a0c405affc83485187a4717fcc8071df" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光打标：利用高能量密度的激光对工件进行局部照射，使表层材料汽化或发生颜色变化的化学反应，从而留下永久性标记。激光打标可以打出各种文字、符号和图案等，字符大小可以从毫米到微米量级，对产品的防伪有特殊的意义。激光打标速度快，成本低廉不需要额外增添其它设备和材料，只要激光器正常工作，就可以长时间连续加工，生产时不需人为干预。工艺可应用于显示屏及盖板的制造过程中。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光切割：利用经聚焦的高功率密度激光束照射工件，使被照射的材料迅速熔化、汽化、烧蚀或达到燃点，同时借助与光束同轴的高速气流吹除熔融物质，从而实现将工件割开。激光切割可分为激光汽化切割、激光熔化切割、激光氧气切割和激光划片与控制断裂四类。激光切割属于非接触式切割，其可切割的材料种类多、速度快、质量好、效率高，但也受限于激光器功率和设备体积，切割速度也受厚度增加而下降。工艺可应用于显示屏、摄像头、锂电池、盖板及指纹模组制造中。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光打孔：利用高功率密度激光束照射被加工材料，使材料很快被加热至汽化温度，蒸发形成孔洞。激光打孔是最早达到实用化的激光加工技术，也是激光加工的主要应用领域之一。与传统打孔工艺相比，激光打孔速度快、效率高、切割材料种类多、可获得较大深径比、无工具损耗等。可应用于显示屏、盖板、中框及后盖及主板的生产中。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">激光焊接：利用激光辐射加热工件表面，热量通过热传导向内部扩散，通过控制激光脉冲的宽度、能量、峰值功率和重复频率等参数，使工件熔化，形成特定的熔池。主要应用于微、小型零件的精密焊接。主要应用于制造业、汽车工业、粉末冶金、电子工业、生物医学等。在消费电子类产品中主要应用于锂电池的制造。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">研磨抛光：利用激光与材料表面相互作用进行加工，可分为热抛光和冷抛光。热抛光是利用激光的热效应,通过熔化、蒸发等过程去除材料，适合热物理性能好的材料。冷抛光是利用材料吸收光子后，利用光化表层材料的化学键被打断或者是晶格结构被破坏，从而实现材料的去除，适合于硬脆性材料的精密加工。该工艺主要用于显示屏、摄像头、盖板、中框及后盖和指纹模组的生产。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">A客户2017年的产品应用创新，带来了诸多新的激光设备需求。如全面屏设计对应的异形切割、不锈钢中框对应的研磨抛光、双曲面玻璃加工、更多FPC及HDI板的应用，双摄加工、FaceID等。大族的消费类电子设备需求，主要由功能技术创新带动。5G有望在天线、射频、PCB等领域迎来设计和材料应用的创新，有望带动新增需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="355" inline="0" img_height="562" img_width="1108" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/d70734a4567e431db928e1fea391966a" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">消费电子领域主要使用小功率激光器，大族已经实现相关激光器的全部自产。目前国内多数中小激光设备厂商主要集中在在低端标准化激光设备上，该部分市场竞争激烈、相对利润低。大族激光主要对客户供应中高端定制化设备，此类设备生产技术性强、行业门槛高，对设备供应商的创新、配套解决方案一体化能力和对市场需求改变时的反应速度要求很高，这是中小企业在短时间内很难完成的。因而大族在消费电子领域拥有较为明显的竞争优势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">3.2、国产手机激光设备渗透率低，提升空间大</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">国产智能机目前激光设备整体使用率偏低，未来有持续提升空间。</strong>消费电子小功率激光设备使用周期一般为3至5年，目前A客户为公司消费电子领域主要客户，因其对工艺要求较为严格，其激光加工设备通常使用寿命为3年左右。除A客户外，公司为华为、OPPO、vivo等国内手机设备生产商供应的激光设备使用寿命通常为4至5年。由于国产手机销量大，品种多，高端机型占比少，中低端机型多，而使用的激光设备相比之下使用周期较长更新换代慢。而A客户手机款式少，均为高端机，工艺要求苛刻，对激光设备要求高，因此在激光设备上需求较大且需要随着手机产品的创新变化而不断更新。近年苹果新款机型在外观上持续创新，包括AMOLED屏幕、双面玻璃+金属中框、双摄像头、全面屏等，对激光设备的增量需求主要体现在支撑双面玻璃的中框加工（切割&焊接）、中框表面处理（紫外）、双摄像头蓝宝石玻璃的切割等等，手机创新带来大量的激光新增设备需求。未来伴随智能手机整体增速放缓，我们判断智能手机创新进程将加速，对激光器设备升级需求更频繁。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">国内智能手机目前在生产过程中，仍大量使用超声波等传统加工工艺，对激光设备整体需求低于苹果，其中激光设备成本价格昂贵及我国智能机主要供于中低端市场对产品质量要求不是太高是国内手机激光设备渗透率低的主要原因。从产值上看，2016年国产智能手机激光设备市场空间预计不到20亿元人民币。近年国产高端机逐步增加，根据中国信通院公布的数据显示，我国2016年4000元以上手机市场，国产品牌的市场份额只有5%；在2018年的中国手机市场，4000元以上的智能手机市场中，华为、小米、OPPO、vivo等国产手机品牌的市场份额为33%，国内消费电子从中低端逐渐走向高端产品领域。产品结构上看，苹果一直引领智能手机创新趋势，国内产品的更迭会逐渐提升并高度匹配苹果的新出功能，对产品质量及加工品质方面的也会向苹果看齐。因此对激光设备的使用需求和更迭速度也有望越来越快。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="265" inline="0" img_height="417" img_width="1105" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/e7aebece8b4c4b30b684a0fcda35f966" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从2018年来看，一方面包括大族等国内激光器龙头在积极推进国内手机制造激光设备的应用。激光设备在加工效率、加工精度上远优于传统设备，随着激光设备性价比进一步提升，预期国内智能手机制造中激光的渗透率有望持续提升。另一方面，智能手机外观创新带来大量激光新需求，金属中框、全面屏及双摄为激光设备带来的增量。预计国内智能机市场对激光设备整体需求，有望从16年的20亿提升至到18年的40亿以上。根据产业调研信息，仅全面屏带来的激光设备市场增量就在10-15亿每年，双摄的设备需求约5-10亿每年，而金属中框对应的加工设备需求约10-15亿每年。国产智能手机外观创新有望打开激光设备翻倍成长空间。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">3.3、5G带来换机新潮，零组件创新引领激光需求</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">随着5G的发展，5G终端商用也进入了冲刺阶段。我们认为5G的到来将和以往一样对终端本身的相关软硬件提出更新的要求，并带来大范围的终端更换热潮。其中相关零部件如天线、机壳等变化将为大族激光相关激光检测设备及切割等设备带来更大的需求空间。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">回顾历代通信终端升级历史，我们发现在新一代通信终端首次投入使用后的第2-5年是其增长最快的时期。随着5G商用加速，高清视频、VR/AR、5G物联网等创新应用和创新生态的兴起，应用和服务体验创新必将大幅提升用户体验。目前部分安卓厂商已明确表示2019年首次商用5G手机。我们认为2019年将是5G手机创新元年，5G+AI+折叠屏创新将燃起新一轮换机需求。由于2019年处于5G预商用阶段，技术和服务尚在摸索阶段，因此5G手机出货量有限。我们预计2020-2023年将开启新一轮换机潮。而新一轮换机潮必将带来消费电子出货量的大幅提升，下游需求增长将持续拉动激光设备需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="492" inline="0" img_height="393" img_width="559" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/e2b6cf1a8bbd4c15b907f2f0696a23a1" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="489" inline="0" img_height="386" img_width="553" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/cfe9ee6e089b487e986236b6a5ada0a6" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">换机潮带来的不仅仅是消费电子设备的更迭，5G代表的“高频高速”及“小型化”也对其相关零组件带来了更精细化的要求。2017年苹果首次在iPhoneX/8/8Plus中使用LCP天线，开启LCP在电子设备的商用热潮。随着高频高速应用趋势的兴起，LCP/MPI将替代PI成为新的软板工艺。为了适应网络和终端的高频高速趋势，传统PI软板作为终端设备的天线和传输线，正在遭遇性能瓶颈。而基于LCP基材的LCP软板凭借在传输损耗、可弯折性、尺寸稳定性、吸湿性等方面的优势，既可用于高频高速数据传输，也可用作高频封装材料，因此成为高频高速趋势下传统PI软板的绝佳替代工艺。此外，随着MPI(改质PI，一种改良的PI)技术的成熟，MPI的综合性能也在15GHz以下频率范围内接近LCP。LCP封装有望成为天线和射频前端集成的终极方案，5G到来后，天线市场的增量逻辑将从天线软板量价齐升转为高密度LCP封装带来的价值提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="269" inline="0" img_height="428" img_width="1114" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/ddf2d716a68e488f963617473f7cc046" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">我们认为，LCP从软板到封装模组已经发生质的变化，其产品属性已从早期的天线和传输线扩展至具有模组封装能力的柔性载板，产品附加值将得到大幅提升。从射频系统角度看，2018-2020年天线市场增量来自天线软板的量价齐升；而2020年后，5G射频将发生质变，天线和射频前端有望集成到封装模组中，届时其价值可能由5G射频模组的数量和封装密度决定。目前来看，公司的AOI设备检测业务将受益于LCP技术的应用。多层LCP天线制造难度远高于传统天线，而为了提升良率，需要依赖AOI设备进行多指标的检测。而LCP软板、模组加工也有望带动激光钻孔、成型及电测等设备需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="249" inline="0" img_height="396" img_width="1114" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/cbf9d01d20634b44b9c2aeab687c93cb" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">高频通信对于覆铜板材料提出新的需求，PTFE与碳氢系应用前景更优，激光类加工设备比重有望提升。用于高频信号传输的印制线路板称为高频微波印制板，通常定义为频率在1GHz以上，包括用于雷达、广播电视和通讯的高频信号传输类产品，及用于电脑、电器、通讯等高速信号传输类产品等。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="269" inline="0" img_height="432" img_width="1125" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/4bf92be424784d1f8bad44d0b3948bb8" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">随着5G应用加速，高频、高速类基材需求将持续提升，而传统PCB基材多采用酚醛树脂和环氧树脂，传输损耗大，无法满足高频电路电性能要求。目前可商用的高频印刷板基材主要包括陶瓷基板和有机基板两大类，其中，陶瓷基板在需要满足耐超高温、耐超低温及耐辐射等极端环境要求时才会考虑选用，有机基板相对具有更好的设计性和相对较低的加工难度和成本，并可以实现高密度布线，将是高频基材主流方向。其中PTFE热塑性材料与碳氢类热固性材料最具应用前景。与传统基材相比，高温处理是高频线路板加工制造的重要环节，包括热塑及热固材料加工，激光设备由于在高温处理环节的精度、效率等优势，有望在高频基材加工中提升设备应用比重。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在手机机壳方面，市场中存在金属、玻璃、塑料、陶瓷灯主要材质，各种材质都具有各类特性。金属机壳独有的光泽与触感一直深受广大消费者和高端厂商喜爱，其使用率在市长中也占比很高。但是由于具有导体特性，金属手机壳会影响到天线的性能从而影响手机的收讯功能。因此面对即将登场的5G智能手机，玻璃和陶瓷将成为金属以外的机壳新材质选择。我们认为，5G时代手机机壳将从全金属机身转向“金属中框+玻璃/陶瓷后盖”，其中金属中框作为整个手机的支撑，而玻璃或陶瓷后盖将占据机壳较大部分面积。对于未来玻璃材料的大量使用，将为大族激光切割玻璃基板的相关设备，带来增量需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <h1 style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; line-height: 32px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 36px 0px 22px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 24px; font-weight: 700; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">四、高功率国产替代空间大，长期成长空间可期</h1> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族高功率业务主要由大族激光智能装备集团负责，于2016年由原大族激光钣金装备事业部正式更名。目前专业从事中高功率激光切割装备、激光焊接装备、3D打印装备、激光器、数控系统与功能部件的研发、制造、销售与服务，是全自动化激光切割与焊接成套设备供应商，国家智能制造试点示范企业，工信部2016年智能制造新模式应用项目建设单位，激光行业国家标准制定单位，国家科技重大专项主持单位。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族高功率激光设备已成为中集集团、中国铁建、大庆油田等大型企业的激光系统集成解决方案提供商。高功率激光焊接设备已打入美国汽车城底特律，进军东欧及东南亚市场。激光及自动化系统集成多项产品实现销售，国内最高功率15KW光纤激光切割机成功签约，全新智能激光拼焊生产线国际首创，已成功交付品牌车企。移动式三维五轴激光切割机应用于汽车模具加工行业，打破国外垄断；20KW深熔焊接20mm不锈钢项目成功交付，巩固金属厚板焊接优势；铺粉式3D打印设备与激光清洗系统成功推向市场。公司大功率激光设备产品已成功进入中航工业、中国船舶重工、东风农机等知名企业；在汽车行业，公司高功率激光焊接自动化设备已顺利交付国内主流整车厂。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">目前公司高功率主要有激光切割机、激光焊接机、3D打印及表面处理和激光器。其中激光切割机主要包括光纤激光切割、激光切管机、三维激光切割、CO2激光切割和自动化切割生产线。激光焊接机主要包括汽车部件焊接、激光拼焊、钣金柜体激光焊接、倒挂式激光焊接、齿轮环焊类等。3D打印及表面处理包括金属激光3D打印、激光熔覆、激光淬火及激光清理系统。激光器则主要为二氧化碳激光器。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2018年大族高功率激光业务实现收入23.2亿元，同比增长12.10%，公司设备自动化配套比例、智能化水平、市场认可度均获提高，各项核心技术稳步提升，自动化切管机、FMS柔性生产线、机器人三维激光切割（焊接）系统、全自动拼焊系统等实现批量销售，市场占有率不断提高，国际地位稳步上升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">根据StrategiesUnlimited相关数据，2015年小功率试产份额37%，而高功率占到63%。高功率激光市场空间一般是小功率激光市场的2-3倍。就大族激光而言，其小功率占据主导地位，2018年小功率激光业务营收是大功率业务营收两倍以上。按照全球激光器市场的份额分配，公司在高功率业务具有很大的发展空间。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">对于金属切削机床来讲，目前传统加工仍为主流，激光高功率切割对其存在较大替代空间。以相对成熟的激光切割为例，对传统金属切削机床的冲裁与切割功能具有替代作用（但激光无法取代冲床所具备的成形功能），近年来激光切割市场保持高速增长，但远未达到饱和。从市场规模看，根据OFweek，2017年我国激光切割设备市场规模为203亿元（30亿美金左右）；金属加工机床总市场规模为299.7亿美元（包括金属切削机床和金属成形机床），同比增长7.5%，其中，金属切削机床市场规模达到184亿美元，同比增长7.8%。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从出货量看，2017年，我国金属切削机床出货量在64.3万台，而中高功率连续光纤激光器的出货量仅为2.62万台。随着激光切割设备成本、效率优势的逐步显现，持续的市场替代空间较大。而对于激光焊接而言，渗透率还处于较低水平，主要应用于汽车、动力电池等高端制造领域；对于表面处理、增材制造还处于快速发展的初期。因而在高功率市场主导及传统金属切削机场仍具备较大替代空间的环境下，公司高功率相关业务仍具有较大突破点，未来成长空间可期。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <h1 style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; line-height: 32px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 36px 0px 22px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 24px; font-weight: 700; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">五、其他专用设备多态发展，为公司带来多元机会</h1> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">5.1、完成大客户切入，新能源应用有望迎来持续高增长</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">公司于2017年4月成立新能源装备事业部，2017年新能源业务实现营业收入5.47亿元，同比增长82%。通过战略控股铂纳特斯、大族鼎新、大族展宇，加快对注液机、搅拌机、涂布机等产品的业务拓展。公司加大整线业务的研发投入，开发完成双芯并联电芯自动化项目、模组自动装配侧缝高速激光焊接项目、方形电芯模组及PACK焊接组装项目，得到行业重点客户认可，现已完成多条整线设备交付，已具备从电芯到模组再到PACK整体装备供给能力。新能源业务2018全年预计10亿元收入，电芯与模组PACK焊接都将使用的是激光设备，铸业、涂布等使用的将是自动化类设备。大客户宁德时代订单里主要为模切与焊接、铸业等设备。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">公司于2009年开始进入新能源领域，成立电池行业中心。2015年成立新能源产品线，产品打入多家主流动力电池生产线。2016年全年公司新能源业务实现高速发展，先后收购沈阳赛特维、西班牙AritexCadingS.A.公司，快速进入汽车行业应用领域；战略控股东莞骏卓公司、深圳铂纳特斯公司，实现软包/铝壳动力电池设备及模组/pack线与公司激光焊接设备无缝对接及激光焊接设备与注液机的无缝对接；成立东莞大族鼎新公司实现输送机量、搅拌混合、剪切分散、均质乳化相关设备的生产。2017年战略控股江苏大族展宇新能源科技有限公司，实现涂布机设备自产；成立新能源装备事业部促使新能源业务专业化发展；同年6月与相关合作方成立长江新能源产业投资合伙企业（有限合伙），加快动力电池领域的并购。新能源业务不断完善，并于今年8月先后中标宁德时代3.53亿的激光模切设备、焊接设备、成形设备及1.93亿注液设备、激光焊接设备相关订单，主要应用于新能源电池的生产加工。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族激光在新能源领域做了一系列整合与布局，打通动力电池制程设备产业链闭环。新能源装备事业部专业服务于新能源锂电行业，为客户提供专业定制自动化设备系统。广泛运用在模组、pack、软包、电芯等整线系统。事业部通过自主研发、并购的方式完成技术整合，为全球客户提供国际领先的智能制造整体解决方案。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从其下游应用来看，新能源应用前景广阔。随着全球能源危机和环境污染问题日益突出，节能、环保有关行业的发展被高度重视，发展新能源汽车已经在全球范围内形成共识。不仅各国政府先后公布了禁售燃油车的时间计划，各大国际整车企业也陆续发布新能源汽车战略。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在此背景下，全球新能源汽车销售量从2011年的5.1万辆增长至2017年的162.1万辆，6年时间销量增长30.8倍。未来随着支持政策持续推动、技术进步、消费者习惯改变、配套设施普及等因素影响不断深入，GGII预计2022年全球新能源汽车销量将达到600万辆，相比2017年增长2.7倍。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">新能源汽车对动力电池需求的与日俱增，市场对新能源汽车的电池性也能提出了更高的要求，激光加工技术开始进入动力电池制造行业。2017年全球应用于电动汽车动力电池规模为69.0GWh，是消费电子、动力、储能三大板块中增量最大的板块。GGII预计到2022年全球电动汽车锂电池需求量将超过325GWh，相比2017年增长3.7倍。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2017年中国新能源汽车销量77.7万辆，同比增长53.25%，连续三年位居全球最大的新能源汽车产销市场。2017年中国汽车动力锂电池产量为44.5GWh，同比增长44.5%。随着国家政策的逐渐落地，以及未来锂电池生产技术提升、成本下降、新能源汽车及配套设施的普及度提高等，未来3年新能源汽车的动力电池需求将保持增长，GGII预计到2022年中国汽车动力锂电池产量将达到215GWh，同比2017年增长3.8倍。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">我们认为，在新能源汽车发展迅速，锂电池需求逐渐提高的环境下，公司通过自主研发和并购吸收逐渐形成完整的锂电池设备闭环产业链，具备较强的工艺技术实力及产能供应能力。未来新能源装备事业部前景广阔，将持续为公司创造营收。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">5.2、产业转移叠加5G创新，PCB业务迎来持续机遇</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族PCB业务主要通过PCB事业部完成，事业部包括控股子公司深圳大族数控科技有限公司、深圳麦逊电子科技有限公司和深圳市大族明信测试设备有限公司，从事PCB钻孔、成型、曝光、测试等设备生产，目前已具备曝光、机械钻孔、激光钻孔、机械成型、激光成型、电测、AOI测试等14大类产品。公司积极发现产业新需求并设计最新流程及解决方案。旗下大族数控主要设备分为：激光钻孔设备、激光切割机、数控钻铣设备、激光打标（雕刻）机和直接成像机。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">CO2双光束双台面PCB激光钻孔机采用更高性能的新款CO2激光器、更高速高精度的工作台、高精度的新型四通道机器视觉系统及更加稳定可靠的专用光路系统，并在不断完善的控制系统基础上，具有更加高效、高精度、高稳定性、低运行费用等特点，是线路板激光成孔的新一代理想工具。UV激光切割成型机（UVSMT-340A）采用UV激光加工，具有边缘整齐、热冲击小、材料无变形等激光切割的一系列优点，具有高度灵活性可切割任意尺寸形状，较少模具制作及更换时间，节省模具费用，且其具有高精度的图像定位系统，内置功率自动测量系统，具备可定制性。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">HANS-F6M全线性电机六轴数控钻孔机根据PCB钻孔机涉及多个学科的特点，构建PCB钻孔机数字化样机开发系统，在设计的阶段采用多学科联合设计与仿真，对产品的功能与性能作校核与检验，使产品的性能达到设计指标，解决各个学科之间的冲突与干涉，使其达到最佳耦合，这将大幅度缩短产品开发周期，明显提高产品质量和系统性能。PCB激光打标机（HCM600A2）PCB板标记系统是具备速度、性能、灵活易用等特及双工件加工产能高，PCB板CCD自动定位精度高，PCB板变形自动校正等特点。LDI-8000直接成像机运用世界一流的数字化影像处理、光学、高精密控制、检测等前沿技术实现了全过程的数字化处理过程。相对传统曝光制程其图形转移的合格率、品质、精度大幅提升，节约了菲林相关的所有费用是曝光制程大规模生产理想选择。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">目前大族PCB相关激光及自动化设备产品较为齐全，一站式服务能力较强。2018年受益于下游国产PCB厂商产能扩张，全年相关激光及自动化实现了较快的增长，全年收入望达16.8亿元，同比增速接近40%。从下游PCB国产化应用转移，及技术升级带来的新增应用需求，我们看好激光及自动化设备在领域内的长期渗透趋势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">PCB行业全球经历了几次大的产业转移，目前来看中国的市场份额已接近全球的50%，未来仍有望持续提升。</strong>1980-1990是美国的黄金十年：PCB诞生于美国，此期间美国主导全球PCB市场，其PCB产值占全球总产值的比例达30%-40%。而后1991-2000则是日本的黄金十年：日本企业突破了新的PCB技术从而取得领先优势。此外，在日本国内电子行业需求快速增长的拉动下，日本PCB产值快速增长，一举超过美国成为新的制造中心。从2001年开始，直至2010年则是台湾的黄金十年：从2001年开始，西方国家和日本迫于环保政策和成本增长的压力，其PCB产值不断收缩，台湾PCB市场开始迅速崛起，出现了一批如健鼎、欣兴和臻鼎等全球巨头。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">2011年之后，则是中国大陆黄金发展期：中国大陆劳动力成本低廉、内需市场巨大且具备完善的产业配套资源。在2005年，中国大陆产值超越日本，成为全球最大的PCB生产基地。2010-2011年，美国、欧洲和日本的PCB产值明显衰退，占全球PCB总产值的比例亦迅速下降，此期间中国大陆和台湾地区产值持续增加。从2011年起，除美国、欧洲和日本的产值继续衰退外，台湾地区产值也出现衰退现象。至此，全球主要国家/地区的PCB产值均向中国大陆转移。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="331" inline="0" img_height="525" img_width="1109" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/99b4a3512881451cb31eb638d4305bd7" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">PCB行业新的增长点来自于下游应用的拓展。</strong>在PCB所有应用领域中，通讯、工控医疗、汽车、消费电子、计算机和军工/航空航天占有较大比重，其中通讯是最大消费市场。通讯虽是PCB最大应用市场，但在未来几年全球PCB行业的驱动力，将主要来自于智能手机和汽车行业的发展。根据Prismark在2017年11月给出的数据，2016-2021年全球智能手机PCB和汽车PCB的产值增速均为5%-8%，远高于其他领域PCB的产值增速。我们认为电动汽车的渗透，以及5G应用普及对C端产品的创新带动，将是PCB新增需求的最主要来源。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">从PCB本身的技术与产品发展来看，主要也是由下游产品的功能与性能需求驱动。</strong>根据产品结构的不同，PCB可分为刚性板、柔性版（FPC）、刚柔结合板，其中刚性板又可根据层数进一步划分为单面板、双面板、多层板以及高密度互联线路板（HDI）等，柔性版及刚柔结合板也可具有单双面及多层结构。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从产业应用发展来看，HDI板和柔性版（FPC）等中高端产品将成为重要方向。在产品类型上，全球PCB产业均在向高精度、高密度和高可靠性方向靠拢，不断缩小体积、减少成本、提高性能、轻量薄型、可弯曲、提高生产率并减少污染，以适应下游各电子设备行业的发展。多层板的高速、高频率和高热应用将继续扩大，未来将出现更精密的HDI板和更先进的晶圆级封装技术，相关行业的企业集中度也有望继续提升。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="319" inline="0" img_height="497" img_width="1090" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/15a04376ebee46cbaee72a1621201782" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">近年来，FPC和HDI的全球产值不断提升，相关工艺能力和技术水平也在不断进步，但较于普通的PCB，其关生产工艺难度仍较高。HDI具有轻薄短小的特点，主要应用于IT、通信及消费电子的相关产品中。其和普通板的主要区别有：板上有盲孔埋孔、需要经过多次做内层多次压合、需经过多次钻孔和电镀制作、内外层线路密集、制作流程复杂周期长。根据自身特性可以放置更多元器件，其中精确设置盲孔和埋孔是提高HDI密度最有效的方法。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="352" inline="0" img_height="564" img_width="1122" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p9.pstatp.com/large/pgc-image/d4ad5c0a1a1f4b2a9145d30277af1464" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">传统的PCB钻孔由于受到钻刀影响，当钻孔孔径达到0.15mm是成本已经非常高昂且无进一步的改进空间。因此HDI不再依赖传统技术，利用激光钻孔孔径一般为0.076-0.127mm，线路宽度一般为0.076-0.1mm，焊盘尺寸可以大幅减小，因此单位面积内可以得到更多的小路分布。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">HDI采用激光成孔技术，分为红外激光和紫外激光两大类。CO2激光钻孔技术是目前HDI板中盲孔的主要加工方式。激光钻孔技术很大程度上提高了钻孔速度也扩大了微孔加工的应用范围。更小的孔加工和更大的厚径比能实现更完美的电气性能的孔型并进一步推进PCB行业的技术水平。因此激光钻孔是HDI未来走向高精产品的关键加工技术之一激光钻孔器也是HDI生产中必不可少的生产设备。其中大族激光HD600F2采用双激光器独立光路加工，极大提升加工效率及孔型质量，有效应对高阶及任意层HDI高密度孔的加工需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">除HDI外，FPC因为其具有柔性的特点，在消费电子产品应用更具发展空间更大。在电子行业，FPC可以说是电子产品的输血管道。尤其是在电子设备轻薄化、微型化、可穿戴化、可折叠化的趋势下，FPC具有配线密度高、轻薄、可弯曲、可立体组装的优点，和市场发展趋势配适度高，需求日益旺盛。柔性印制电路板有单面、双面、多层板和软硬结合板之分，所采用的基材以聚酰亚胺覆铜板为主。此种材料耐热性高、尺寸稳定性好，与兼有机械保护和良好电气绝缘性能的覆盖膜通过压制而成最终产品。双面、多层印制线路板的表层和内层导体通过金属化实现内外层电路的电气连接。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="282" inline="0" img_height="451" img_width="1118" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/ef754f53d29d488ba5345a89758af745" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">传统FPC加工方式有刀模，V-CUT，铣刀，冲压等，但随着FPC行业的精密小型化发展趋势，由此带来外形加工的高精度低损伤的要求，传统的机械加工已无法满足。激光的无接触式加工避免了加工产生的应力，可有效的提高材料的切割质量和效率，并且边缘整齐、光滑，对金属材料加工后具有优越的电学特性，且能在一个很小的焦点上施加高强度光能，而施加能量可以用来对材料进行激光切割、钻孔、打标、焊接、划线及其它各种加工。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">在激光切割方面，相对于CO2激光切割技术，紫外激光“冷”光源具有良好的聚焦性能，热影响区小，切割质量优越。在激光打孔方面也具有独特的优势。但是对于UV激光钻孔技术来说存在着诸多难点：首先需要保证微孔加工的过程中不仅要实现足够小的微孔孔径，同时也要保证足够的孔深良好的孔型和多孔加工的一致性；通过钻孔数据优化、振镜和机械平台同步联动等几个方向入手，在保证多孔加工质量及一致性的同时，最大程度地节约孔群加工时间；在微孔加工中还可能存在功率不稳定导致的加工工件报废问题，因此对激光加工设备的功率稳定性需要进行严格的监测和控制；钻孔定位的精度保证也是重要的指标。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">目前随着激光切割、打标、钻孔等技术在PCB制造环节中逐步渗透，其各个环节需要的激光设备种类也逐步增多。但是大部分激光设备功能单一且价格昂贵，若生产厂家需要使用多种功能则需购买多种不同的激光设备，这会大大提高生产成本，因而具备多功能集成生产能力的设备厂商将更具竞争优势。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">5.3、制程变化带来OLED激光设备需求高增量</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">过往在LCD领域，对激光设备的应用主要集中在前道基板材料切割，而OLED工艺制程的变化，将带来较多的激光设备新增需求。</strong>从LTPS制造流程看，主要包括缓冲层有源层生长（主要采用PECVD和清洗设备）、多晶硅晶化（主要采用激光晶化设备）、12道光刻+离子注入（主要采用光刻机、刻蚀机、离子注入机、清洗机、激光制版设备）三部分工艺。其中光刻机、刻蚀机PECVD等设备在传统a-Si的TFT-LCD产线上也会使用，设备可以共用和迁移；而离子注入机虽然为增量设备，但由于在集成电路领域的用量远大于在显示器件领域，因而设备弹性不大。整个LTPS工艺中弹性最大的设备即为激光晶化设备。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">整个OLED前中后道设备中，激光设备亦有较大弹性，预计未来三年每年市场空间超过50亿元。在前道LTPS工艺中，能够用到激光设备的除了晶化工艺（一般为功率在1kw以上的大功率激光器）外，还包括在12道光刻工艺中会大量用到的激光制版（一般为100w-500w之间的中功率激光器CO2激光器），用于热处理的直接半导体激光器，以及用于烧蚀的短波长紫外半导体泵浦固态（DPSS）和准分子激光器。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="291" inline="0" img_height="467" img_width="1125" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/aad2fa476d314e2282a408bcb02e7132" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">而除此以外，在中道和后道工艺中也会用到激光设备，包括接触孔、触摸屏和导光板的激光制版，OLED屏幕的切割（CO2激光器、短波长紫外半导体泵浦固态（DPSS）激光器和皮秒激光器），以及在柔性显示中用到的激光剥离设备LLO。根据测算，预计整个OLED加工中用到的激光工序在12道左右，对应的设备投资未来三年高达200亿元每年。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="218" inline="0" img_height="347" img_width="1113" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p3.pstatp.com/large/pgc-image/58f2672e1b7e4a0d866d8870d8965720" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">从面板的下游应用布局来看，也主要以中韩两地企业为主。中国大陆企业在OLED产线的投资规模及布局仅次于韩国。短期内三星仍是OLED市场全球绝对的龙头，2019年以前全球主要的产能供给也将以三星、京东方、LG等大厂为主。京东方目前已宣布成都、绵阳、重庆三条柔性OLED产线，产能共计144K，全球产能布局仅次于三星，并且良率爬升进度也全球领先。此外，包括维信诺、和辉光电、天马、信利、华星光电、柔宇科技在内的国产厂商近几年也纷纷宣布产线规划，加速产业布局。目前国内在建及拟建柔性OLED产线共计9条，总投资规模超3000亿元。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">目前来看国内OLED产业发展具备两大时点优势：1）国内企业投产OLED显示屏时点处于OLED技术导入期与成长期，国内企业在此阶段投入OLED研发有望大幅拉近与国际龙头的差距，甚至取得OLED产业领先地位；2）国内企业扩产OLED的同时，日本、台湾的传统面板企业并无特别明确的扩产计划，中国OLED产业获得历史性的发展机遇。相较于LCD，OLED的技术与市场资金壁垒更高，大陆企业在相关领域的持续投入，有望使其优势得到不断巩固和延续，并带来大陆OLED面板设备配套的持续性投资机会。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">大族激光可提供多种OLED相关设备。智能手机时代，OLED屏幕大量采用全面屏，但全面屏手机屏占比达80%以上，屏幕边缘贴近手机机身，因此需要采用异形切割将屏幕加工成非直角。公司2016年推出OLED玻璃切割设备，2017年推出国内首台柔性OLED切割设备采用四轴连动PSO功能切割技术，解决不同速度下切割量不等的问题。同时窄边框切割在智能手机中也具有重要应用，为实现窄边框显示，需要将会超出玻璃边缘0.2mm或者0.1mm的偏光片进行切割，但目前行业内偏光片贴合机的精度很难达到此贴合要求。公司使用激光切割Polarizer技术，研制出偏光片激光切割机，可以较好解决该问题。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">柔性OLED普遍采用激光工艺对显示屏进行剥离（laserlift-off，简称LLO），<strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">激光剥离技术</strong>是生产柔性AMOLED的关键工艺，对产品良率、成本等都有较大的影响。目前该工艺主要被日韩几家行业巨头掌控，针对国内的空缺，大族激光开发出G6代LLO设备，是目前面板行业国产设备中规模最大的，其技术水平已达到国际领先水平，可满足国内生产需要，打破国内本行业的国外垄断。大族激光还具备检测+修复设备的能力，画面自动检查机用于检查偏贴前或偏贴后面板的点、线、Mura等不良，检测缺陷位置坐标自动标定，自动判定等级，检测结果上传存档，可进行人员复判。OLED自动镭射修复机适用于AMOLED产品CELL段点缺陷的修复，从而使不良变成合格品。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">5.4、受益下游产业转移，LED及半导体应用有望平稳快速增长</strong><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"><strong style="box-sizing: border-box; font-weight: 700; -webkit-tap-highlight-color: transparent">激光设备在LED领域主要用于划片与切割，由大族显视与半导体事业部承担，LED芯片段可提供全系列设备和智能化车间解决方案，市场占有率80%以上。</strong>大族激光LED业务主要包括焊线、分光、划片及全自动化生产线，相关产品包括全自动上下料无人值守、产品批量生产的全自动裂片机；适用于LED蓝宝石切割的LED改制切割设备及全自动生产线设备。大族激光LED相关设备有具有高邦定速度适应多种材料的焊线机；采用高速高精度料箱分类，可测试多种项目的分光机；能够实现自动补料功能采用高分辨视觉检测系统和高精准电性测试系统的装带机。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">LED芯片制造属于持续高投入、规模经济明显的行业。长周期来看，随着规模效应及技术成熟度的提升，LED芯片价格及毛利率的整体呈现下降趋势，LED芯片投资回报率逐渐降低。而国外LED芯片大厂扩产趋于谨慎，国外芯片供给增长有限。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="504" inline="0" img_height="396" img_width="550" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/c4d878df50514f12b54b96283ab081db" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <div class="pgc-img" style="box-sizing: border-box; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial"> <p style="text-align: justify"><img alt="大族激光深度研究：激光龙头优势显现" width="700" height="521" inline="0" img_height="397" img_width="533" style="box-sizing: border-box; border-bottom-style: none; margin: 10px auto; border-left-style: none; display: block; max-width: 100%; border-top-style: none; border-right-style: none; -webkit-tap-highlight-color: transparent" src="http://p1.pstatp.com/large/pgc-image/6cfd92f5cb9e4f76b128845958c6b2b1" /><span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p class="pgc-img-caption" style="box-sizing: border-box; text-align: center; padding-bottom: 0px; line-height: 16px; margin: 0px; padding-left: 0px; padding-right: 0px; color: rgb(119,119,119); font-size: 12px; padding-top: 0px; -webkit-tap-highlight-color: transparent"> <span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> </div> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">中国LED芯片厂三安光电、华灿光电、澳洋顺昌等借助地方政府的支持政策，依靠资金、规模等方面的优势积极扩产，全球LED芯片产能逐渐向中国大陆转移。从全球LED芯片市占率来看，行业经过多轮洗牌，市场前十厂商的市占率已由2010年的66.1%上升至2017年的85.3%，集中度不断提升。我们认为随着LED芯片制造国产化转移，大族也将充分享受激光及自动化设备配套带来的增量订单。从LED下游应用来看，显示等领域近年来需求增长快速，照明应用亦有较大成长空间，我们认为在需求侧的持续带动下，LED整体市场需求也有望持续保持平稳较快增长。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">半导体行业由大族光电承担具体业务。大族光电是大族激光旗下子公司，集半导体封装设备研发、生产和销售为一体的国家级高新技术企业。2016年以1.13亿收购台湾富创得70%股权，获得晶圆配套烘烤等一体化服务设备能力，同时拥有了台积电以及美国等知名客户。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">目前大族在晶圆加工领域，产品主要涵盖晶圆激光硅通孔、晶圆激光切割和晶圆激光打标全系列设备。多样化的晶圆激光打标机可全方位地满足各类晶圆的打标需求，能为客户提供长期的价值与服务公司旗下产品“HANS”系列高速全自动平面焊线机、高速全自动直插焊线机、高速SMD分光机、高速SMD装带机经过数年的优化与改良，现已牢牢占据国内市场领先地位。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <p style="box-sizing: border-box; text-align: justify; padding-bottom: 0px; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 16px 0px; padding-left: 0px; letter-spacing: normal; padding-right: 0px; font-family: "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "WenQuanYi Micro Hei", "Helvetica Neue", Arial, sans-serif; white-space: normal; orphans: 2; color: rgb(34,34,34); font-size: 16px; font-weight: 400; word-spacing: 0px; padding-top: 0px; -webkit-tap-highlight-color: transparent; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial">国内半导体FAB产线迎来建设高峰，设备资本开支投入将带来较大市场空间。相关产线主要以存储、代工为主，功率器件/MEMS其次。中芯国际在代工业务，紫光在存储业务上扩产较多。2018至2020年是产线投入与产能爬坡密集时期，晶圆新产能将在2019至2020年大规模开出。晶圆线产能新建，需要设备商配套，同时催生国内更多的fabless设计公司涌现，并最终传导至下游封测。我们认为中游FAB产能的国产化转移，将持续带动国产化晶圆激光及自动化加工设备需求。<span style="display:none">FR6SMT技术网-China表面贴装技术-SMT表面贴装-SMT技术网【官网】</span></p> <center><img src="/AD/SMTfgx.gif"/ "/AD/smtjscn.jpg"/></center> <p><br> </p> <style> #cyPoll .vote_txtlist dd{ left: 50%; } </style>  <div class="toolbar"> <div class="share_box"> <div class="bdsharebuttonbox bdshare-button-style1-32 pull-left" data-bd-bind="1455719711329"> <a href="#" class="bds_more" data-cmd="more"></a><a href="#" class="bds_qzone" data-cmd="qzone" title="分享到QQ空间"></a><a href="#" class="bds_tsina" data-cmd="tsina" title="分享到新浪微博"></a><a href="#" class="bds_tqq" data-cmd="tqq" title="分享到腾讯微博"></a><a href="#" class="bds_renren" data-cmd="renren" title="分享到人人网"></a><a href="#" class="bds_weixin" data-cmd="weixin" title="分享到微信"></a> <script>window._bd_share_config={"common":{"bdSnsKey":{},"bdText":"","bdMini":"2","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":["qzone","tsina","tqq","renren","weixin"],"viewText":"分享到：","viewSize":"16"},"selectShare":{"bdContainerClass":null,"bdSelectMiniList":["qzone","tsina","tqq","renren","weixin"]}};with(document)0[(getElementsByTagName('head')[0]||body).appendChild(createElement('script')).src='http://bdimg.share.baidu.com/static/api/js/share.js?v=89860593.js?cdnversion='+~(-new Date()/36e5)];</script> </div> <a href="/e/member/fava/add/?classid=1&id=1783" target="_blank" class="pull-right shoucang">+收藏</a> </div> </div> <div class="blank20"></div> <div class="interested-article-box"> <span class="span-mark-author">相关文章</span> <div class="article-list-box"> <div class="article-box transition"><a target="_blank" href="/hyzx/3063.html"><img src="/d/file/hyzx/2024-10-10/7a57a23718f9ec5a91019ea9c54155c6.jpg" width="213" height="124"></a> <div class="article-title"><a target="_blank" href="/hyzx/3063.html">闻泰科技产品集成业务组织架构调整：聚焦盈利、队伍年轻化</a> </div> </div> <div class="article-box transition"><a target="_blank" href="/hyzx/3062.html"><img src="/d/file/hyzx/2024-10-10/3d4a44e4e437d8d3512d5e4597195ffb.jpg" width="213" height="124"></a> <div class="article-title"><a target="_blank" href="/hyzx/3062.html">三星电子印度厂员工拒绝和解协议罢工迈入第2个月</a> </div> </div> <div class="article-box transition"><a target="_blank" href="/hyzx/3061.html"><img src="/d/file/hyzx/2024-09-27/9fd9e444bcd670f682cef6d0ce7c0b4f.jpg" width="213" height="124"></a> <div class="article-title"><a target="_blank" href="/hyzx/3061.html">华勤技术收购易路达控股新进展，进一步深化全球布局与核心竞争力</a> </div> </div> </div> </div> <div class="blank20"></div> <div class="friend">网友评论</div> <script type="text/javascript" src="/js/jquery.js"></script> <script type="text/javascript" src="/js/jNotify.jquery.min.js"></script> <script type="text/javascript" src="/js/pl.js"></script> <link href="/js/pl.css" rel="stylesheet" type="text/css" /> <div class="scpinglun" id="scpinglun"> <div class="navmenu"> <a href="javascript:void()" class="selected pltab">评论(<abbr class="plnum"><script type="text/javascript" src="/e/public/ViewClick/?classid=1&id=1783&down=2"></script></abbr>)</a> </div> <div class="allplbox"> <div class="plbox"> <form method="post" name="saypl" id="saypl" onSubmit="return CheckPl(document.saypl)"> <input name="username" type="hidden" id="username" value="adminsmtrx@A@"/> <textarea name="saytext" id="saytext"></textarea> <input name="id" type="hidden" id="id" value="1783" /> <input name="classid" type="hidden" id="classid" value="1" /> <input name="enews" type="hidden" id="enews" value="AddPl" /> <input name="repid" type="hidden" id="repid" value="0" /> <input type="hidden" name="ecmsfrom" value="/hyzx/1783.html" id="ecmsfrom"> <div class="plsub"><span><a href="javascript:void()" onclick="addface()"><em class="ico_face"></em>添加表情</a><div class="face"></div></span><input name="" type="button" value="评论" class="button small blue yh" onclick="addPl();"/></div> </form> </div> <div class="allpl"> 全部评论(<abbr class="plnum"><script type="text/javascript" src="/e/public/ViewClick/?classid=1&id=1783&down=2"></script></abbr>) </div> <ul class="pllist scpllist" id="infocommentarea"> </ul>  </div> </div> <script src="/e/data/js/ajax.js"></script> <script src="/e/extend/infocomment/commentajax.php?classid=1&id=1783"></script>  </div> </div> <div class="wrap_right pull-right"> <div class="content_R"> <div class="top" style="padding:0px;"> <div style="width:360px; 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