賽微電子(300456.SZ):控股子公司BAW濾波器通過驗證並啟動試產
格隆匯6月13日丨賽微電子(300456.SZ)公佈,2022年6月12日,公司控股子公司賽萊克斯微系統科技(北京)有限公司(簡稱“賽萊克斯北京”或“北京FAB3”)代工製造的某款BAW(Bulk Acoustic Wave,帶諧振腔體聲波濾波器,包括BAWSMR-固體安裝諧振器和FBAR-薄膜體聲波諧振器)通過了客户驗證,經過對該批次BAW濾波器進行頻段抑制、帶內插損、電壓駐波比等性能測試及高加速温濕度應力、高低温貯存壽命、機械及跌落衝擊等可靠性驗證,性能、良率均達到或優於設計指標要求,與國際射頻巨頭廠商的同類別產品指標相當。該客户已同步簽署試產訂單,北京FAB3啟動首批BAW濾波器8英寸晶圓的小批量試生產。
賽萊克斯北京是由公司全資子公司北京賽萊克斯國際科技有限公司與國家集成電路產業投資基金股份有限公司共同投資的8英寸MEMS國際代工線項目公司,主要從事MEMS(Micro-Electro-Mechanical Systems的縮寫,即微電子機械系統,簡稱為微機電系統)的生產代工業務。
瑞典戰略產品檢驗局(the Swedish Inspectorate of Strategic Products,簡稱為ISP)於2021年10月否決了公司全資子公司Silex Microsystems AB(簡稱“瑞典Silex”)於2020年11月向瑞典ISP提交的其向北京FAB3提供技術服務與支持的許可申請,瑞典Silex與北京FAB3於2018年簽署的《技術服務協議》及《許可協議》被迫中止。
在此背景下,北京FAB3繼續加大研發投入,自主積累基礎工藝,積極探索各類MEMS器件的生產訣竅,努力為通信、生物醫療、工業汽車、消費電子等各領域客户,尤其是中國本土客户提供優質的MEMS工藝開發及晶圓製造服務,積極推動公司在本土形成和提升自主可控的MEMS生產製造能力,加速國產替代。
該次BAW濾波器的驗證通過和啟動試產,標誌着北京FAB3在MEMS高頻通信器件領域的專業製造能力達到一個新的里程碑,公司技術團隊將繼續努力奮鬥,持續改進工藝、提高良率,儘快實現BAW濾波器的規模量產。
公司表示,儘管已在多領域實現MEMS製造技術的積累和突破,但公司北京FAB3仍處於運營初期,產線的產能爬坡、良率提升是一個持續的過程,產能擴充及產量目標的實現尚需一定時間。
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