賽微電子(300456.SZ):北京FAB3的一期產能為1萬片/月,二期產能為2萬片/月,與武漢敏聲合作建設的濾波器產線已包括在二期產能中
格隆匯5月24日丨賽微電子(300456.SZ)於2023年5月23日13:30-18:00接受機構調研、現場參觀,問答環節中,就“北京FAB3 3萬片/月的產能如何消化?”,公司回覆稱,北京FAB3的一期產能為1萬片/月,二期產能為2萬片/月,合計為3萬片/月,公司與武漢敏聲合作建設的濾波器產線已包括在二期產能中。
自2020年9月通線以來,北京FAB3產線已經成功導入超過15家國內外知名MEMS客户,已經開展合作的產品項目數十個,正在持續推動MEMS硅麥、電子煙開關、慣性器件、BAW(含FBAR)濾波器、振鏡、氣體、微流控、光通信等不同類別、不同型號產品的工藝開發及產品驗證。
公司認為,隨着萬物互聯與人工智能時代的到來,物理世界與數字世界需要相互連接的橋樑,基礎感知及執行器件的應用場景將越來越豐富,通過半導體工藝批量標準化製造的MEMS芯片,具備小型化、低成本、低功耗、高集成度等突出特點,正在對部分傳統傳感器件進行滲透及替代,擁有非常良好的發展前景,隨着公司產業鏈生態的逐步建立和培育,北京FAB3的產能將逐步得到充分利用。
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