賽微電子(300456.SZ):瑞典Silex掌握了硅通孔、晶圓鍵合、深反應離子刻蝕等多項在業內具備國際領先競爭力的工藝技術和工藝模塊
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“瑞典Silex的競爭優勢有哪些?如何看待來自中國境內以及全球範圍不同類別廠商的競爭?”,公司回覆稱,瑞典Silex在2019-2021年全球純MEMS代工排名中均位居第一,服務於全球各領域巨頭廠商,擁有強大的品牌效應和影響力。瑞典Silex掌握了硅通孔、晶圓鍵合、深反應離子刻蝕等多項在業內具備國際領先競爭力的工藝技術和工藝模塊,擁有目前業界最先進的硅通孔絕緣層工藝平台(TSI),已有10年以上的量產歷史、生產過超過數十萬片晶圓、100多種不同的產品,技術可以推廣移植到2.5D和3D圓片級先進封裝平台;參與了500餘項MEMS工藝定製化開發項目,與下游客户開展廣泛合作,代工生產了包括微鏡、光開關、片上實驗室、微熱輻射計、振盪器、原子鐘、壓力傳感器、加速度計、陀螺儀、硅麥克風等在內的多種MEMS產品。相比其他排名領先的代工廠商以及中國境內的新興廠商,雖然瑞典Fab1&2與北京Fab3到目前為止尚未充分展現規模量產能力,但在MEMS工藝技術的廣度及深度方面,以及產品及客户積累等方面,均能體現出巨大的、待釋放的發展潛力。當然中國境內外的許多MEMS廠商也非常優秀、具備不同的特點,且由於整個MEMS產業仍處於早期發展階段,發展空間巨大,業內廠商均可以擁有充足的發展機遇。
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