On September 24, Liancheng CNC announced that the company's subsidiary's Linton Crystal Technologies Corp.
announcement showed that Liancheng Crystal was compared and analyzed. It believed that some crystal growth equipment related business sold by Jingsheng Mechatronics in the United States fell into the scope of protection of its patented technology and infringed its legitimate rights and interests. On September 22, local time, the US court has accepted the case. About two hours after the announcement
of Liancheng CNC, Jingsheng Mechatronics also issued an emergency announcement in response, the core of which is that there is no infringement .
At the same time, Jingsheng Mechatronics also said that up to now , no formal litigation documents issued by the court have been received .
For the above cases, there are two hot topics in the industry: one is Liancheng Crystal's claim for compensation; the other is Liancheng Crystal's choice of litigation timing.
In the above cases, Liancheng Crystal filed seven litigation requests to the court. In short: First, ask the court to confirm the existence of infringement of Jingsheng Machinery; Second , ask the court to award compensation and double compensation ; 3. Permanently prohibit Jingsheng Mechatronics and its related parties from further infringing the patent involved.
In contrast to the past patent litigation compensation, the plaintiff usually has a clear claim scope. However, Liancheng Crystal did not claim a specific amount of compensation, but let the court ruling. At the same time, Liancheng Crystal also shows its "bottom line"- not less than a reasonable royalty .
At the same time, the timing of Liancheng Crystal's prosecution is also a hot topic in the industry.
Sources said that the time of Liancheng Crystal's prosecution was similar to the delivery time of Jingsheng Mechatronics to Tesla equipment.
It is understood that in February this year, Tesla carried out 10GW silicon wafer , battery, in the third quarter of 2026.
Obviously, the timing of Liancheng Crystal's prosecution is that Jingsheng Mechatronics is in the period of centralized delivery of equipment.
However, the above purchasing information comes from many parties in the market, and neither Tesla nor Jingsheng has officially disclosed it.
In recent years, the patent war of photovoltaic equipment enterprises has become more and more frequent. From the original domestic "tear each other", to peer customers to sue together, and now the patent war has been fought overseas. Behind this is the survival anxiety of photovoltaic equipment enterprises.
Digital New Energy DataBM. Overall, the revenue of photovoltaic equipment companies has been declining since 2024, while the net profit has been declining since 2023. In the
first half of this year, although the overall net profit of 20 photovoltaic equipment enterprises was profitable, four equipment enterprises had a loss in net profit. In the first half of 2026, the total revenue of 20 equipment enterprises was 63 billion 168 million yuan, down 2.31% year on year; Net profit was 6.048 billion yuan, down 25. Among them, more than 70% of enterprises showed a decline in performance. The
remaining companies whose performance increased year-on-year were due to the development of semiconductor business or other reasons.
year, the accounts receivable of 20 photovoltaic equipment enterprises totaled 50.498 billion yuan, an increase of 0.46% over the same period last year. Compared with the end of 2024, the growth rate was 4.
At present, the photovoltaic industry is still at the bottom of the cycle, although various leaders predict that the industry will gradually return to a rational development track from next year. However, the overall pattern of overcapacity has not changed, the hope of downstream expansion is weak, and the incremental space of domestic equipment market may have peaked.
In this context, photovoltaic equipment enterprises must make changes and seek new living space in order to survive. From the current point of view, photovoltaic equipment enterprises have two choices-cross-border or going to sea.
Since 2024, many equipment companies have announced to try new areas, for example, Gaoze shares announced the related business in the field of layout robots; Jinbo shares opened up new business areas such as transportation and lithium power; Maiwei shares entered the semiconductor industry and so on.
For the photovoltaic industry, more attention should be paid to the equipment going to sea .
This time, Liancheng CNC sued Jingsheng Mechatronics. Just like the digital new energy DataBM. This time is no exception.
From Liancheng Crystal's lawsuit request, it is not difficult to see that compensation is not the focus of its lawsuit, and preventing Jingsheng Mechatronics from expanding in the U.S. market may be the purpose. This also reflects that the overseas market competition of photovoltaic equipment enterprises has entered a white-hot stage. To borrow the words of peer media, it is even a bit "hungry".
For example, the reputation of Indian enterprises has always been controversial at home and is regarded as a venture enterprise by the Chinese side. But even so, there are still domestic equipment companies that choose to cooperate with them, and even the contract price level is low.
For photovoltaic equipment to go to sea, the industry has been calling for prudence, to guard against "lifting a rock to drop on one's own feet". However, at the moment when the market continues to be bleak for a long time, the anxiety of photovoltaic equipment enterprises suffering from the pressure of survival is difficult to suppress, and it seems that they can not care much.
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