海驰科技赢得韩国存储制造商温度传感器IC供应协议
海驰科技（Haechitech）今年将开始向一家韩国主要存储制造商供应企业级固态硬盘（eSSD）用温度传感器集成电路（IC），标志着其进入该市场。
原文深度解读
本文报道韩国无晶圆厂半导体公司海驰科技（Haechitech）赢得一家韩国主要存储制造商的温度传感器IC供应合同，用于企业级固态硬盘（eSSD），打破德州仪器（TI）的独家供应。文章涉及海驰科技CEO崔成民在IPO活动上的发言、公司财务预测、上市计划等。关键数字包括：温度传感器精度±0.2°C（TI为±0.4°C）、2028年温度传感器收入预计79亿韩元、地磁传感器收入249亿韩元、2025年总收入141亿韩元、2026-2028年收入预测等。与电子元器件供应链相关，涉及传感器IC的供应、竞争格局及公司业务拓展。
- 海驰科技今年将开始向一家韩国主要存储制造商供应eSSD用温度传感器IC，该市场此前由TI独家供应。
- 海驰科技CEO崔成民表示，其产品将应用于新推出的eSSD产品，且传感器性能优于TI，精度为±0.2°C，而TI为±0.4°C。
- 海驰科技为进入市场大幅降低定价，该业务主要目的是扩大客户组合和获取新客户，而非短期收入贡献。
- 公司预计地磁传感器IC仍将是主要业务，收入将持续超过温度传感器IC，受中端和入门级智能手机需求推动。
- 根据证券文件，海驰科技预计2028年温度传感器IC收入约79亿韩元，地磁传感器产品约249亿韩元；2025年地磁传感器销售额约90亿韩元，占总收入141亿韩元的63.7%。
- 海驰科技2017年从美格纳半导体传感器业务部门分拆成立，主要客户包括三星电子、OPPO和Vivo，制造外包给SK keyfoundry。
供应链影响
- 海驰科技进入温度传感器IC市场可能加剧与TI的竞争，但取决于其产能和客户接受度。
- 由于海驰科技以低价策略进入，可能影响该细分市场的价格水平，但具体影响取决于其供应量和持续时间。
- 海驰科技的业务多元化可能降低其对单一客户或产品的依赖，但地磁传感器仍占主导，未来收入结构可能变化。
- 公司计划于2026-2028年收入增长，可能取决于其能否扩大客户群并维持订单，但存在不确定性。
- 海驰科技上市融资可能用于扩大产能或研发，但具体用途未在原文中说明，因此影响取决于后续行动。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
海驰科技CEO崔成民于8月5日在首尔汝矣岛CCMM大楼举行的公司IPO活动上发言。（照片：THE ELEC）
海驰科技（Haechitech）今年将开始向一家韩国主要存储制造商供应企业级固态硬盘（eSSD）用温度传感器集成电路（IC），标志着其进入此前由德州仪器（TI）独家服务的市场。
公司CEO崔成民在8月5日于首尔举行的首次公开募股（IPO）活动上表示，海驰科技已获得温度传感器IC的供应地位，此前该存储公司仅由TI供应。
“海驰科技的产品将应用于新推出的eSSD产品，”崔成民说。
他补充说，海驰科技的传感器性能优于TI的竞争产品。据崔成民称，TI的温度传感精度为±0.4°C，而海驰科技的解决方案达到±0.2°C。
温度传感器IC监测eSSD内部的热状况。精确的温度管理至关重要，因为热控制直接影响企业存储系统的性能、可靠性和运营成本。
尽管赢得了设计，海驰科技并不预期温度传感器IC在短期内成为主要收入贡献者。
“我们大幅降低定价以作为新供应商进入，”崔成民说。“这项业务更多是为了扩大我们的客户组合和获取新客户。”
公司预计地磁传感器IC仍将是其主要业务。
崔成民表示，随着中端和入门级智能手机需求的增长，地磁传感器的收入将继续超过温度传感器IC。
根据公司的证券文件，海驰科技预计2028年温度传感器IC收入约为79亿韩元，而地磁传感器产品约为249亿韩元。
地磁传感器IC检测地球磁场，常用于智能手机中的电子罗盘。2025年，地磁传感器销售额总计约90亿韩元，占公司总收入约141亿韩元的63.7%。
主要客户包括三星电子、OPPO和Vivo。制造外包给SK keyfoundry。
海驰科技成立于2017年，从美格纳半导体（Magnachip Semiconductor）的传感器业务部门分拆而来。公司在分离时获得了OPPO和Vivo相关传感器产品的产品权利。
在2022年实现39亿韩元收入后，海驰科技录得53%的年均收入增长率，得益于与主要电子公司的早期供应关系。
公司计划于8月25日通过技术特别上市轨道在KOSDAQ市场上市。
海驰科技将发行100万股，约占上市后总流通股的18.13%。指示性IPO价格区间设定为每股23,000韩元至28,000韩元，最终发行价定于8月7日确定。DB证券担任主承销商。
公司预测2026年收入为231亿韩元，2027年增至373亿韩元，2028年增至542亿韩元。预计2027年恢复年度营业盈利，预计营业利润约43亿韩元。
Haechitech CEO Choi Sung-min speaks at the company's IPO event held at the CCMM Building in Yeouido, Seoul, on Aug. 5. (Photo: THE ELEC)
Haechitech will begin supplying temperature sensor integrated circuits (ICs) for enterprise solid-state drives (eSSDs) to a major South Korean memory manufacturer this year, marking its entry into a market previously served exclusively by Texas Instruments (TI).
Speaking at the company's initial public offering (IPO) event in Seoul on Aug. 5, CEO Choi Sung-min said Haechitech had secured a supply position for temperature sensor ICs that had previously been supplied solely by TI to the memory company.
"Haechitech's products will be applied to newly launched eSSD products," Choi said.
He added that Haechitech's sensor performance exceeded that of TI's competing products. According to Choi, TI's temperature sensing accuracy is rated at ±0.4°C, while Haechitech's solution achieves ±0.2°C.
Temperature sensor ICs monitor thermal conditions inside eSSDs. Accurate temperature management is critical because heat control directly affects performance, reliability and operating costs in enterprise storage systems.
Despite the design win, Haechitech does not expect temperature sensor ICs to become a major revenue contributor in the near term.
"We significantly lowered pricing to enter as a new supplier," Choi said. "The business is more about expanding our customer portfolio and securing new accounts."
The company expects geomagnetic sensor ICs to remain its primary business.
Choi said revenue from geomagnetic sensors will continue to exceed that of temperature sensor ICs as demand for mid-range and entry-level smartphones grows.
According to the company's securities filing, Haechitech projects temperature sensor IC revenue of approximately 7.9 billion won in 2028, compared with about 24.9 billion won for geomagnetic sensor products.
Geomagnetic sensor ICs detect the Earth's magnetic field and are commonly used in smartphones as electronic compasses. In 2025, geomagnetic sensor sales totaled approximately 9 billion won, accounting for 63.7% of the company's total revenue of roughly 14.1 billion won.
Key customers include Samsung Electronics, OPPO and Vivo. Manufacturing is outsourced to SK keyfoundry.
Haechitech was established in 2017 after being spun off from Magnachip Semiconductor's sensor business division. The company acquired product rights for OPPO and Vivo-related sensor products at the time of the separation.
After generating revenue of 3.9 billion won in 2022, Haechitech recorded an average annual revenue growth rate of 53%, supported by early supply relationships with major electronics companies.
The company plans to list on the KOSDAQ market through the technology-special listing track on Aug. 25.
Haechitech will offer 1 million shares, representing approximately 18.13% of its total outstanding shares after listing. The indicative IPO price range has been set at 23,000 won to 28,000 won per share, with the final offering price scheduled to be determined by Aug. 7. DB Securities is serving as the lead underwriter.
The company forecasts revenue of 23.1 billion won in 2026, rising to 37.3 billion won in 2027 and 54.2 billion won in 2028. It expects to return to annual operating profitability in 2027, with projected operating profit of approximately 4.3 billion won.