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賽微電子(300456.SZ):北京FAB3的定位屬於規模量產線
格隆匯 06-29 08:34

格隆匯6月29日丨賽微電子(300456.SZ)近期在接待機構調研時表示,瑞典FAB1&FAB2的定位屬於中試+小批量產線,其產能利用率及生產良率均受到工藝開發業務的影響,而工藝開發對產線的產能利用率天然低於晶圓製造業務,且由於屬於開發試驗階段,生產良率並非是產線與客户雙方在當前階段所首要注重考慮的因素。除國際政治環境、市場波動及客户結構調整因素外,此前在預期針對德國FAB5的收購可以快速實現的背景下,公司持續推動瑞典、德國產線之間的產能擴充、遷移及結構調整工作,對瑞典產線的定位、其自身的運營及產能的使用也構成顯著影響。

北京FAB3的定位屬於規模量產線,對生產良率水平的要求相對較高,在瑞典ISP審查並最終否決了公司瑞典FAB1&FAB2與北京FAB3技術交易的背景下,其自2021年第二季度末才開始實現正式生產,北京FAB3在2022年合計計算的總體產能為82,500片晶圓/年,產能利用率較低的原因是其仍處於產線運營初期,面向客户需求產品的工藝開發、產品驗證及批量生產需要經歷一個客觀的過程,2022年已實現量產的品類較少,大部分仍處於工藝開發、產品驗證或風險試產階段,產能爬坡較為緩慢。進入2023年,這一局面已徹底改觀。

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