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卓勝微(300782.SZ):自產SAW濾波器和高性能濾波器已全面進入量產階段
格隆匯 05-16 08:25

格隆匯5月16日丨有投資者在投資者互動平台向卓勝微(300782.SZ)提問,“傳統的芯片設計公司專注於芯片設計領域,芯片製造外包給其他廠商。貴公司建造自己的芯片生產基地--芯卓,處於何種戰略考量?如今芯卓半導體的項目進度進展如何?2022年和2023一季度營業額和收益的下降是否與芯卓項目過度擠佔工資資金有關?今天OPPO終止了zeku芯片自研計劃,貴公司未來是否也考慮進行戰略調整?”

卓勝微回覆稱,公司自建芯卓產線主要有以下原因:一是射頻濾波器具有強應用特性,為做出具有競爭性的差異化產品,需要將設計方案與各項工藝技術緊密耦合,甚至開發定製化特定工藝;二是濾波器研發生產過程中會涉及多項專利,公司亟需打造自己的專利能力,以應對外部市場競爭變化。 公司着重建設芯卓半導體產業化能力,僅用時14個月,便以超出預期的速度完成了從廠區建設至工藝通線各項進度節點的規劃公司。也完成了向Fab-Lite經營模式的轉變。截止2023年一季度,自產的SAW濾波器和高性能濾波器已全面進入量產階段,集成自產的SAW濾波器和高性能濾波器的DiFEM、L-DiFEM、GPS模組等產品已通過品牌客户稽核,並已開始逐步量產交付。與此同時,公司積極打造12英寸IPD濾波器產品的生產製造能力,IPD濾波器產品已完成工藝通線及產品級驗證進入小批量生產階段。 公司業績下降主要受到手機行業的市場需求不景氣、芯卓半導體產業化項目建設投入等多方面因素的影響,具體請參考2022年度報吿第三節的“四、主營業務分析”內容。 公司將結合自身戰略佈局和市場發展情況等因素,來制定相關發展規劃。

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