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Dongwu Securities forecasts China’s storage test-equipment m

文 / 小金 2026-09-09 08:40:02 来源:亚金网

Dongwu Securities forecasts China’s storage test-equipment market may expand to 15.5 bln yuan in 2027 from 4.8 bln yuan in 2026, a ~223% YoY rise, driven by capacity expansion at Changxin and Changcun and rising per-unit value of high-end DRAM and HBM testers. It estimates domestic localization for storage testers was only about 8–10% in 2025; with overseas vendors’ delivery times lengthening, Dongwu says domestic equipment suppliers could rapidly replace imports after technical breakthroughs.

 

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