With the domestic substitution and the expansion of capacity, semiconductor factories are having a large number of factory construction needs and equipment management needs, according to which data acquisition companies in the semiconductor industry are ushering in new opportunities.
Suzhou Liang Jiang Intelligent Technology (Chinese: 良将智能), a solution provider for industrial internet in the semiconductor industry, mainly provides central management system (CMS) system solutions for equipment data collection for customers in the semiconductor industry and is committed to becoming a digital platform for the industrial Internet in the semiconductor industry.
Wang Zhifang, the founder and CEO of Liang Jiang, said that the equipment data collection market in the semiconductor industry has a value of CNY 1 billion (USD 150.1 million) in 2022, and is expected to have a market value of CNY 3 billion in 2025.
The market size of the industrial Internet digital platform in the semiconductor industry is about CNY 5 billion, and it is expected to reach 20 billion in 2025, Wang added.
According to ICViews data, the total investment amount of domestic semiconductor companies in production lines was CNY 190 billion in 2021.
For the development, Liang Jiang starts with the data collection of auxiliary equipment, and then gradually collects data from the main equipment, finally forming an industrial Internet digital platform for the semiconductor industry in all businesses.
At present, Liang Jiang Intelligence has served about 10 leading semiconductor customers, and the annual growth rate of its user demand is more than 200%. Wang Zhifang said that the number of equipment collected by the company can reach three times more than that of other companies, and the system stability and data processing indicators are 20% higher than theirs.
Liang Jiang’s competitors include Hitachi solutions, Rong Core, Wulan Technology, Haohan Data, and Techstar.