賽微電子(300456.SZ):公司的商業模式為純MEMS代工廠商
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,公司的商業模式為純MEMS代工廠商,根據客户提供的MEMS芯片設計方案,進行優化反饋、工藝製程開發以及提供完整的MEMS芯片製造服務。公司瑞典子公司Silex自2000年成立以來已運營MEMS業務超20年,在行業內樹立了不涉足芯片設計、無自有品牌、專注工藝開發及晶圓代工、嚴密保護知識產權的企業形象,最大程度地避免了因與客户業務衝突導致出現知識產權侵權的道德及法律風險,增加了客户的認同感及信任度。客觀而言,從過去到未來,大量Fabless(無晶圓廠)或Fablite(輕晶圓廠)設計公司出於對自身MEMS專利技術保護的考慮,傾向於將其MEMS生產環節委託給純MEMS代工廠商,也反映了專業分工的趨勢,台積電(TSMC)所獲得的巨大成功也是半導體專業分工趨勢的例證和參考。
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