SEC Unveils Growth Strategy Focused on HBM, Defense, and Batteries: "Targeting KRW 111.6 Billion Revenue by 2027"

SEC Co., Ltd. has unveiled its mid- to long-term growth strategy and future business roadmap focusing on HBM (high-bandwidth memory), defense, and battery industries ahead of its investor relations (IR) presentation for institutional investors.

On May 21, SEC Co., Ltd. announced that it had released its IR materials through a disclosure to the Korea Exchange, presenting a new growth strategy leveraging inspection and accelerator technologies based on electron beams (e-beam).

The materials include strategies for entering the HBM inline inspection market, expansion of the LINAC (linear accelerator) business for defense applications, strengthening of next-generation battery inspection equipment business, and an e-beam-based new business roadmap.

The company analyzed that, with the recent expansion of the AI semiconductor market, the high stacking and miniaturization of HBM are progressing rapidly, resulting in increasing demand for high-resolution non-destructive inspections. SEC Co., Ltd. also projected that the X-ray-based inspection equipment market will expand in earnest, as the limitations of conventional optical and ultrasonic inspection methods become more pronounced.

The company is currently conducting evaluations of its inline inspection equipment for HBM with customers, and explained that equipment compatible with TSV and hybrid bonding processes is under development targeting market entry in the second to third quarters of this year.

As its core competitive advantage, SEC Co., Ltd. introduced its independently developed 'Hybrid Open Tube' technology. According to the company, this technology combines the high-precision characteristics of the conventional open tube method with the long lifespan of the closed tube method, making it an optimal technology for high-precision inline inspection of HBM.

The defense business is also continuing its growth trajectory. After localizing LINAC systems for domestic defense applications, SEC Co., Ltd. has secured supply records with major defense companies and military units. Recently, in response to increasing demand for high-power inspections, it is working to expand into the large defense product inspection market.

The company analyzed that, alongside the growth of the global defense market, demand for high-energy LINAC-based inspections is structurally increasing as missiles become larger. SEC Co., Ltd. also pointed out the limited number of global competitors in this market due to strategic materials regulations and high technological entry barriers.

In the battery sector, SEC Co., Ltd. is working to expand supply of inspection equipment for 46mm cylindrical batteries and is also pursuing entry into the prismatic and all-solid-state battery inspection equipment markets. In addition, the company is actively responding to growing demand for foreign matter inspection in batteries, such as detection of metal debris and electrode fragments.

Through this IR material, SEC Co., Ltd. has set a target of achieving 111.6 billion KRW in revenue and an operating margin of 10.2% by 2027. The company’s strategy is to reinforce a profit-focused growth structure through business expansion centered on HBM and defense, as well as by improving its product mix.

Meanwhile, SEC Co., Ltd. plans to continue sharing its business strategies and growth direction through IR events and meetings with securities firms for institutional investors.

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