[Click eStock] "Asplo, Benefiting from Localization of Semiconductor Equipment Parts"

ResearchAlum analyzed on the 10th that Asple secured growth momentum through the localization of metal parts for semiconductor equipment.

Asple is a company that manufactures clean piping parts and high-purity special gas lines necessary for semiconductor manufacturing processes. It succeeded in localizing high-cleanliness piping tubes used in semiconductor piping production lines and equipment, which were entirely dependent on imports, in 2005. It supplies to Samsung Electronics and SK Hynix.

Researcher Lee Seung-hwan of ResearchAlum explained, "Recently, we have commercialized large diameter pipes with good profitability and metal parts for semiconductor and display equipment," adding, "This year, the estimated sales ratio by product is 41% tubes and pipes, 29% fittings, 26% valves and regulators, and 4% diffusers, filters, and other parts."

He continued, "The recently localized large diameter pipes for semiconductor construction and metal parts for equipment developed relatively slower compared to other semiconductor equipment," and added, "This is because to enter the metal parts market for semiconductor equipment, it is necessary to pass quality tests not only from semiconductor manufacturers but also from semiconductor equipment companies."

The researcher said, "To become a partner company of semiconductor equipment manufacturers, manufacturing capability as well as quality control processes and delivery capabilities must be verified," and analyzed, "The domestic market size for equipment parts is over 5 trillion won." Furthermore, he emphasized, "which is more than 10 times larger than the construction parts market, estimated at about 500 billion won," and "entering the equipment parts market can expect performance growth of about 4 to 5 times."

It is estimated to achieve sales of 139.2 billion won and operating profit of 25.4 billion won this year, which are increases of 56.9% and 141.5%, respectively, compared to last year.

This content was produced with the assistance of AI translation services.