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賽微電子(300456.SZ):公司在MEMS芯片製造已經深耕超過二十年,存在着顯著競爭優勢
格隆匯 06-29 08:38

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,境內MEMS產線總數量較多,但其中大部分尚不具備規模化商業量產能力。在當前競爭格局下,公司在MEMS芯片製造方面已經深耕超過二十年,存在着顯著的競爭優勢,主要如下:(1)突出的全球市場競爭地位;(2)先進的製造及工藝技術,掌握了多項在業內極具競爭力的工藝技術和工藝模塊,技術廣度及深度拉滿;(3)標準化、結構化的工藝模塊;(4)覆蓋廣泛、積累豐富的開發及代工經驗;(5)產業長期沉澱、優秀且穩定的人才團隊;(6)豐富的知識產權;(7)中立的純晶圓廠模式;(8)前瞻佈局、陸續實現的規模產能與供應能力。當然公司截至目前的劣勢也較為明顯,即整體產能及營收規模較小,短期內尚缺乏規模效應,工藝優勢尚未得到完全發揮和體現,此前境內產線團隊一直需要通過量產實踐加以磨練,但進入2023年已經完全不一樣,公司這方面的劣勢也即將消除。

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