02313EWW N2400S1210W5DS 通用硬盘-2400GB-SAS 12Gb/s-10K rpm-256MB-2.5英寸(3.5英寸托架) 1288H V5/2288H V5/5288X/2288X服务器硬盘02313EWV N2400S1210W4DS 通用硬盘-2400GB-SAS 12Gb/s-10K rpm-256MB-2.5英寸(2.5英寸托架)-分销专用1288H/2288H/2488/2488H/5服务器硬盘DELL PERC H310 PERC H710 PERC H710p戴尔服务器阵列卡DELL PERC H310 阵列卡069c8j M620 M820 RIAD卡DELL H310阵列卡 0HV52W 0R1DNH 03P0R3 SAS 6G RAID卡Dell PERC H310 8-Port 6Gb/s SAS Adapter RAID Controller HV52W +2PCS 8087 SATA磁盘阵列卡批发TEL:13910098771
下一个北方华创，唯一打破垄断，绑定中芯国际，净利四年增长700%！
在2024年4月17日，欧洲科技股的市值冠军阿斯麦（ASML），公布了2024年第一季度的财报。在该季度，公司实现营收52.9亿欧元，同比下降22%；新增订单36.1亿欧元，远低于市场预期的51亿欧元。
阿斯麦的主营业务是光刻机，这也是半导体设备的一部分，而半导体设备是半导体行业的基石，阿斯麦的业绩预冷似乎给正在复苏的半导体行业来了迎头一击。
但是，即使如此，我国的拓荆科技、华海清科、北方华创等半导体设备公司却都实现了业绩预增，显示出我国半导体设备行业强大的生命力。当然，这也是国产替代化带来的机遇。
那么，除了光刻机，在这一行业里，具体还有哪些设备呢
半导体工艺分为前道加工制造工艺和后道封装工艺，在这些工序中，包含着光刻机、刻蚀机、薄膜沉积设备、CMP设备、电镀设备、清洗机等设备。
其中，清洗设备的价值量虽然不大，但是却贯穿了半导体制造的全过程，今天，我们要介绍的盛美上海，就是我国半导体清洗设备的龙头。
我们先来了解一下，盛美上海具体是做什么的。
在半导体制造过程中，基本每一步重要工序完成后，都需要立刻清洗晶圆，去除杂质从而提升下一道工序的良率，所以清洗设备是非常重要的。
盛美上海就是从清洗设备起家的。公司凭借多年积累，成功在全球首创出SAPS/TEBO兆声波清洗技术和Tahoe单片槽式组合清洗技术，解决了世界性难题，清洗效果优于TEL、泛林半导体等国际同行，极大地提高了产品的良率。
能够有这样的独家技术，自然会受到投资者的关注。截至2023年12月31日，盛美上海吸引了246家机构抱团持仓。
除此之外，盛美上海还进军了电镀设备和炉管设备，是全球范围内少数几家掌握芯片铜互连电镀铜技术核心专利并实现产业化的公司之一。目前，公司和北方华创一样，正向平台化公司方向发展。
有这样的技术在手，盛美上海的业绩表现自然十分亮眼。
在2019年到2023年期间，盛美上海的营收从7.57亿元增加到38.88亿元，年复合增长率达到50.54%；归母净利润从1.35亿元增加到9.11亿元，年复合增长率达到61.17%，四年时间增长近7倍。
盛美上海不仅在业绩增长方面很优秀，公司的盈利能力也很不错。公司的毛利率从2019年的45.15%增长到2023年前三季度的53.16%，不仅超越了北方华创、芯源微、华海清科等同行，甚至比片仔癀、云南白药、格力电器等其他行业的龙头都要高。
那么，盛美上海在未来有哪些看点呢
1.清洗设备具有量价齐升逻辑
随着芯片制造工艺先进程度的持续提升，芯片制程越来越小，晶圆加工的循环次数有所增加，而每次刻蚀前后，都需要进行清洗，这直接带动了清洗步骤的增加。
据统计，28nm以下的先进制程，对应的清洗步骤将超过200道，而在2024年，10nm以下制程芯片产能占比将达到30%。
同时，先进制程下，晶圆加工对杂质含量的敏感度也相应提高，需要清洗的颗粒杂质变小，清洗难度将有所增大。另外，芯片结构复杂度不断提升，也要求清洗设备具有更高的性能。这样一来，更高的工艺难度也有望把清洗设备的价格推高。
盛美上海作为清洗设备的龙头，自然能在量价齐升中充分受益。
2.平台化方向发展
清洗设备市场，常年被海外巨头占据，虽然盛美上海在全球的市占率只有不到3%，但却是国内唯一打破垄断，坐上牌桌的厂商。
另外，由于清洗贯穿在晶圆制造的全过程，每次清洗都需要满足不同流程的要求，所以盛美上海对各个流程都比较熟悉，在向平台化方向发展的优势更大。
例如，在电镀设备方面，公司自主开发了针对20-14nm及更先进技术节点的芯片制造前道铜互连镀铜技术，提高了产品的良率。此外，公司还通过炉管设备，进入到了价值量更大的薄膜沉积设备市场，进一步丰富了公司的产品矩阵。
凭借着在这些方面的布局，盛美上海有希望成为北方华创之后，国内第二个半导体设备的平台型厂商。
3.背靠大客户，未来业绩有保障
盛美上海凭借着优秀的产品，不但有华虹半导体、中芯国际、长江存储、合肥长鑫这样的客户，还和海力士保持了十多年的合作关系，具有优质的客户资源。
这一点也体现在公司的合同负债上。合同负债是指在结算之前，销售合同获得的收入，可以简单理解为还没有交付的订单，属于公司未来的营收。
根据数据，我们可以发现，盛美上海的合同负债保持在较高的水平上，并从2020年的116.78亿元增长到了2023年1-9月的237.02亿元，这也为公司未来的业绩提供了保障。
最后总结一下，盛美上海凭借着核心技术，逐渐成长为全球半导体清洗设备的龙头，并且，还向电镀设备和炉管设备进军，在技术方面也有所突破。依靠优秀的产品，公司的营收和归母净利润逐年增长，盈利能力也强于同行。目前，公司和众多厂商保持合作，前景还是值得期待的。
在2024年4月17日，欧洲科技股的市值冠军阿斯麦（ASML），公布了2024年第一季度的财报。在该季度，公司实现营收52.9亿欧元，同比下降22%；新增订单36.1亿欧元，远低于市场预期的51亿欧元。
阿斯麦的主营业务是光刻机，这也是半导体设备的一部分，而半导体设备是半导体行业的基石，阿斯麦的业绩预冷似乎给正在复苏的半导体行业来了迎头一击。
但是，即使如此，我国的拓荆科技、华海清科、北方华创等半导体设备公司却都实现了业绩预增，显示出我国半导体设备行业强大的生命力。当然，这也是国产替代化带来的机遇。
那么，除了光刻机，在这一行业里，具体还有哪些设备呢
半导体工艺分为前道加工制造工艺和后道封装工艺，在这些工序中，包含着光刻机、刻蚀机、薄膜沉积设备、CMP设备、电镀设备、清洗机等设备。
其中，清洗设备的价值量虽然不大，但是却贯穿了半导体制造的全过程，今天，我们要介绍的盛美上海，就是我国半导体清洗设备的龙头。
我们先来了解一下，盛美上海具体是做什么的。
在半导体制造过程中，基本每一步重要工序完成后，都需要立刻清洗晶圆，去除杂质从而提升下一道工序的良率，所以清洗设备是非常重要的。
盛美上海就是从清洗设备起家的。公司凭借多年积累，成功在全球首创出SAPS/TEBO兆声波清洗技术和Tahoe单片槽式组合清洗技术，解决了世界性难题，清洗效果优于TEL、泛林半导体等国际同行，极大地提高了产品的良率。
能够有这样的独家技术，自然会受到投资者的关注。截至2023年12月31日，盛美上海吸引了246家机构抱团持仓。
除此之外，盛美上海还进军了电镀设备和炉管设备，是全球范围内少数几家掌握芯片铜互连电镀铜技术核心专利并实现产业化的公司之一。目前，公司和北方华创一样，正向平台化公司方向发展。
有这样的技术在手，盛美上海的业绩表现自然十分亮眼。
在2019年到2023年期间，盛美上海的营收从7.57亿元增加到38.88亿元，年复合增长率达到50.54%；归母净利润从1.35亿元增加到9.11亿元，年复合增长率达到61.17%，四年时间增长近7倍。
盛美上海不仅在业绩增长方面很优秀，公司的盈利能力也很不错。公司的毛利率从2019年的45.15%增长到2023年前三季度的53.16%，不仅超越了北方华创、芯源微、华海清科等同行，甚至比片仔癀、云南白药、格力电器等其他行业的龙头都要高。
那么，盛美上海在未来有哪些看点呢
1.清洗设备具有量价齐升逻辑
随着芯片制造工艺先进程度的持续提升，芯片制程越来越小，晶圆加工的循环次数有所增加，而每次刻蚀前后，都需要进行清洗，这直接带动了清洗步骤的增加。
据统计，28nm以下的先进制程，对应的清洗步骤将超过200道，而在2024年，10nm以下制程芯片产能占比将达到30%。
同时，先进制程下，晶圆加工对杂质含量的敏感度也相应提高，需要清洗的颗粒杂质变小，清洗难度将有所增大。另外，芯片结构复杂度不断提升，也要求清洗设备具有更高的性能。这样一来，更高的工艺难度也有望把清洗设备的价格推高。
盛美上海作为清洗设备的龙头，自然能在量价齐升中充分受益。
2.平台化方向发展
清洗设备市场，常年被海外巨头占据，虽然盛美上海在全球的市占率只有不到3%，但却是国内唯一打破垄断，坐上牌桌的厂商。
另外，由于清洗贯穿在晶圆制造的全过程，每次清洗都需要满足不同流程的要求，所以盛美上海对各个流程都比较熟悉，在向平台化方向发展的优势更大。
例如，在电镀设备方面，公司自主开发了针对20-14nm及更先进技术节点的芯片制造前道铜互连镀铜技术，提高了产品的良率。此外，公司还通过炉管设备，进入到了价值量更大的薄膜沉积设备市场，进一步丰富了公司的产品矩阵。
凭借着在这些方面的布局，盛美上海有希望成为北方华创之后，国内第二个半导体设备的平台型厂商。
3.背靠大客户，未来业绩有保障
盛美上海凭借着优秀的产品，不但有华虹半导体、中芯国际、长江存储、合肥长鑫这样的客户，还和海力士保持了十多年的合作关系，具有优质的客户资源。
这一点也体现在公司的合同负债上。合同负债是指在结算之前，销售合同获得的收入，可以简单理解为还没有交付的订单，属于公司未来的营收。
根据数据，我们可以发现，盛美上海的合同负债保持在较高的水平上，并从2020年的116.78亿元增长到了2023年1-9月的237.02亿元，这也为公司未来的业绩提供了保障。
最后总结一下，盛美上海凭借着核心技术，逐渐成长为全球半导体清洗设备的龙头，并且，还向电镀设备和炉管设备进军，在技术方面也有所突破。依靠优秀的产品，公司的营收和归母净利润逐年增长，盈利能力也强于同行。目前，公司和众多厂商保持合作，前景还是值得期待的。
DDJ-REV7 Scratch-style 2-channel professional DJ controller for multiple DJ applications (Black) RED WOLF DJ SHOP TEL:13817234466
The DDJ-REV7 is built to help you get the most from the Serato DJ Pro and rekordbox performance software and boasts a brand-new design that includes large, motorized jog wheels with On Jog Display to create a tactile connection between you and your music. The layout of this 2-channel unit emulates a professional DJM-S mixer + PLX turntable setup, and includes specialized features for open-format and scratch DJs.
Brand-new motorized, VINYLIZED JOG: Feel like you’re playing with records At the heart of each deck on the DDJ-REV7 is the new 7-inch motorized jog wheel which features the same rotational stability as a 12-inch turntable and is built to feel like you’re playing with real records.
VINYLIZED JOG: Customize the feeling The acrylic top plate is finished with a vinyl-like texture for effortless finger grip, and you can choose between low and high torque settings and use the two slip sheets included inside each deck to find your preferred amount of friction. Switch between a rotation speed of 33⅓ or 45rpm whenever you like and use the Stop Time setting to adjust how long it takes for the music to end when you press pause.
On Jog Display: Keep an eye on essential information In the center of each jog wheel, a 3.5-inch LCD keeps important information at your fingertips so there’s far less need to switch your gaze between the decks and your laptop. Thanks to an omnidirectional viewing angle, you can see what’s being displayed from any angle, and you can turn off the digital marker that indicates the playback position whenever you want. You can also mark each jog wheel with the included stickers if you prefer this method to the digital marker.
Instant Scratch: Rapidly fire samples with dedicated buttons The DDJ-REV7 has 4 original scratch samples that you can trigger by pressing the corresponding hardware buttons. Because the sounds are built in, you can fire them at any time – even if the controller isn’t connected to your laptop. If you want to use your own samples in your set, you can instantly load scratch samples from 4 banks that you’ve assigned in Serato DJ Pro or rekordbox with the Scratch Bank feature (Sample Scrach if you're using rekordbox).
MAGVEL FADER PRO: Scratch freely Scratch with style and confidence when you use the MAGVEL FADER PRO. As well as being highly robust, it’s customizable with various settings to help you find the feel that’s right for you.
22 built-in Beat FX including 3 new additions: Dynamically change the sound Add drama to your track transitions with the 3 brand-new Beat FX. In total there are 22 Beat FX which you can trigger with the dedicated controls (New Beat FX: Duck Down, Fill Out and Helix Out).
You can also pull the effects levers down and hold them to apply effects from Serato DJ Pro or rekordbox in short bursts, or push them up to lock effects on and free up your hands for scratching or track browsing.
Portable, sophisticated design: Take your performances anywhere The DDJ-REV7 is solid and robust, yet still lightweight enough to grab by the handles on the chassis and carry to your next gig. Contrasting matte and hairline finishing in different sections of the aluminum top plate create distinction between the deck and mixer sections, so the layout looks like a traditional 2 x turntable + mixer setup, while the On Jog Displays mimic the label in the center of a vinyl record.
Silent Cue Switch on Silent Cue and avoid the sound of the music speeding up as the platter starts to spin. Simply choose a Hot Cue, then hit play on the deck and it will sound the same as hitting a cue point on a DJ player.
Smooth Echo Assign the Smooth Echo effect to your choice from a selection of controls, e.g. a fader or pad. Then, when you turn on Smooth Echo with its dedicated button, the echo will be triggered as soon as you move the relevant control.
Plug and Play As soon as you’ve downloaded Serato DJ Pro or rekordbox to your PC/Mac, you can simply connect the DDJ-REV7 via the supplied USB cable and start DJing.
The DDJ-REV7 is built to help you get the most from the Serato DJ Pro and rekordbox performance software and boasts a brand-new design that includes large, motorized jog wheels with On Jog Display to create a tactile connection between you and your music. The layout of this 2-channel unit emulates a professional DJM-S mixer + PLX turntable setup, and includes specialized features for open-format and scratch DJs.
Brand-new motorized, VINYLIZED JOG: Feel like you’re playing with records At the heart of each deck on the DDJ-REV7 is the new 7-inch motorized jog wheel which features the same rotational stability as a 12-inch turntable and is built to feel like you’re playing with real records.
VINYLIZED JOG: Customize the feeling The acrylic top plate is finished with a vinyl-like texture for effortless finger grip, and you can choose between low and high torque settings and use the two slip sheets included inside each deck to find your preferred amount of friction. Switch between a rotation speed of 33⅓ or 45rpm whenever you like and use the Stop Time setting to adjust how long it takes for the music to end when you press pause.
On Jog Display: Keep an eye on essential information In the center of each jog wheel, a 3.5-inch LCD keeps important information at your fingertips so there’s far less need to switch your gaze between the decks and your laptop. Thanks to an omnidirectional viewing angle, you can see what’s being displayed from any angle, and you can turn off the digital marker that indicates the playback position whenever you want. You can also mark each jog wheel with the included stickers if you prefer this method to the digital marker.
Instant Scratch: Rapidly fire samples with dedicated buttons The DDJ-REV7 has 4 original scratch samples that you can trigger by pressing the corresponding hardware buttons. Because the sounds are built in, you can fire them at any time – even if the controller isn’t connected to your laptop. If you want to use your own samples in your set, you can instantly load scratch samples from 4 banks that you’ve assigned in Serato DJ Pro or rekordbox with the Scratch Bank feature (Sample Scrach if you're using rekordbox).
MAGVEL FADER PRO: Scratch freely Scratch with style and confidence when you use the MAGVEL FADER PRO. As well as being highly robust, it’s customizable with various settings to help you find the feel that’s right for you.
22 built-in Beat FX including 3 new additions: Dynamically change the sound Add drama to your track transitions with the 3 brand-new Beat FX. In total there are 22 Beat FX which you can trigger with the dedicated controls (New Beat FX: Duck Down, Fill Out and Helix Out).
You can also pull the effects levers down and hold them to apply effects from Serato DJ Pro or rekordbox in short bursts, or push them up to lock effects on and free up your hands for scratching or track browsing.
Portable, sophisticated design: Take your performances anywhere The DDJ-REV7 is solid and robust, yet still lightweight enough to grab by the handles on the chassis and carry to your next gig. Contrasting matte and hairline finishing in different sections of the aluminum top plate create distinction between the deck and mixer sections, so the layout looks like a traditional 2 x turntable + mixer setup, while the On Jog Displays mimic the label in the center of a vinyl record.
Silent Cue Switch on Silent Cue and avoid the sound of the music speeding up as the platter starts to spin. Simply choose a Hot Cue, then hit play on the deck and it will sound the same as hitting a cue point on a DJ player.
Smooth Echo Assign the Smooth Echo effect to your choice from a selection of controls, e.g. a fader or pad. Then, when you turn on Smooth Echo with its dedicated button, the echo will be triggered as soon as you move the relevant control.
Plug and Play As soon as you’ve downloaded Serato DJ Pro or rekordbox to your PC/Mac, you can simply connect the DDJ-REV7 via the supplied USB cable and start DJing.
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