In recent years, Taiwan's panel industry has struggled to kill under the low price of red supply chains, but there is a small-cap panel optical film company, Shan Taishi, who relies on continuous transformation to kill a lifestyle in the opposit...
In recent years, Taiwan's panel industry has struggled to kill under the low price of red supply chains, but there is a small-cap panel optical film company, Shan Taishi, who relies on continuous transformation to kill a lifestyle in the opposite direction. The revenue in the first seven months increased by 171% compared with the same period last year. Last year, Xin Yun, a large semiconductor equipment manufacturer, invested 3.74%. Both parties will develop panel-level tide suppression equipment and continue to capture cities and plunder in advanced packaging technology.
Ten years of operation, enter the semiconductor supply chainWhen I was interviewed by "This Weekly" and asked about how to make a sudden breakthrough, Shan Taishi Chairman Wu Xuezong smiled and said, "I have personally started my career six times." He emphasized that he had encountered setbacks many times, but he was never beaten down.
Wu Xuezong used to work as a US businessman 3M. Later, he joined forces with his friends to establish a trade company. Later, he established a new company, Shantaishi. In the early stage, he used heat-resistant insulation materials and then converted to the production of loose films for LEDs.
In the era of hot panel industry, Shantaishi developed panel optical film to build a Taiwan panel dual-tiger supply chain, and followed customers to the Suzhou factory in China. In 2010, the capital revenue reached 1.5 billion yuan. But with the large number of Chinese panel products being released, Shan Taishi was also trapped in a price war with a variety of Taiwanese factories. "At that time, customers would "sacrifice the call" every season, asking you to reduce the price by 15%. Looking back on this past, Wu Xuezong was still vicious.
With the continuous decline in gross profit, he decided to stop selling Suzhou factory in 2015, and returned to Taiwan to slowly think about the next stage of development.
"At that time, we believed that we had to invest in a industry that could survive within ten years, and finally chose a semiconductor." Wu Xuezong analyzed that both optoelectronics and semiconductor industries needed adhesives, but the conditions they valued were different. Optoelectronics focused on optical characteristics such as penetration and light shading effects; semiconductors had strict requirements on products to withstand different process challenges such as high temperature, vacuum, and strong acid and strong swelling.
▲ Shan Taishi Chairman Wu Xuezong demonstrated products that use the company's anti-curve materials, and the products can withstand severe process tests such as high temperature, vacuum and strong acid rinse.
Fortunately, since the era of panel supply chain, Shan Taishi has paid great attention to R&D, and has nurtured dozens of independent R&D talents, and has gradually expanded the training. At that time, the company first imported raw materials from overseas, spent two years combining its own formulas, and adjusted the packaging materials, protective films, and cleaning sheets and other semiconductor industry consumables. In 2017, it officially began to contact semiconductor customers and deliver products to sample and verify.
As a new recruit in the semiconductor industry, although Shan Taishi's product performance is good, he can only play the role of "preparing" in Taiwan's bid for foreign investors. Wu Xuezong believes that the reason is that materials account for less than 1% of the process cost. Generally, customers are worried about affecting the product yield and do not want to risk the consumables of Taiwanese manufacturers to avoid losing them.
A few years before entering the semiconductor supply chain, Shan Taishi did not get too many large-scale orders, and most of the operations were supported by the optical power industry. However, Wu Xuezong still insists on investing in research and development in key universities and developing research and development, and has increased its popularity in various places. It will eventually be in 2019.
At that time, a equipment agent urgently asked Shangshan Taishi for help because of a problem with the product of the probe card cleaning chip supplier for mobile phone chips.
In fact, Shan Taishi had developed cleaning films with similar functions for other manufacturers in the past, and they could immediately connect without any trace. This time, "fire-fighting" brought Shan Taishi the first tens of millions of semiconductor production and allowed the industry to recognize this company.
