Googol Technology: High-End Equipment Electronic Control Systems May Have a Market Space of Tens of Billions of Yuan

Industry
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Summary · why it matters

Googol Technology stated during an earnings briefing that the overall high-end equipment electronic control systems market still has a market space of tens of billions of yuan. The company roughly estimates that the electronic control systems in the semiconductor equipment sector correspond to a scale of about ten to twenty billion yuan, and CNC systems for machine tools correspond to about thirty to forty billion yuan. Currently, this market is absolutely dominated by international peers such as ACS, Aerotech, Elmo, Siemens, and Heidenhain, with domestic peers holding a relatively low overall share. However, in the electronic control supply for coupling and processing equipment of optical modules above 800G, the company may, together with ACS, constitute the main suppliers. The company believes that matching international peers in technology and products is merely the passing line, and the real threshold lies in entering the customers' circle of trust.

Impact on stocks 3

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Googol Technology Co Ltd Class A
301510
▲ PositiveDemandrelevance

Company sees large market opportunity (tens of billions yuan) in high-end equipment electronic control systems, and is a main supplier for 800G+ optical module equipment.

Theme Impact 1

Off-coverage companies 3

Aerotech, Inc.Private± Mixed
relevance

Elmo Motion ControlPrivate± Mixed
relevance

HeidenhainPrivate± Mixed
relevance

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