賽微電子(300456.SZ):北京FAB3二期BAW濾波器產線部分已在2022年底實現通線
格隆匯7月25日丨有投資者向賽微電子(300456.SZ)提問,“機構調研報吿中提到北京二期產能正在陸續搬入設備,請問公司計劃北京產能二期什麼時候投產試運行?2,一期產能利用率都這如此低,怎麼保證二期20000片產能利用率?”
賽微電子回覆稱,北京FAB3二期BAW濾波器產線部分已在2022年底實現通線,二期其他區域產線產能仍在建設過程中;北京FAB3此前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,已實現量產的MEMS晶圓品類較少,大部分仍處於工藝開發、產品驗證或風險試產階段,影響了產能爬坡速度。後續隨着實現量產MEMS晶圓品類的逐步增加,產線的靜態產能利用率將得到顯著提升。產能是芯片製造廠商參與市場競爭的入場券,但產能建設往往又需要較長的週期,公司結合中長期業務發展需要在境內外圍繞產業鏈不同環節規劃建設新的產能。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.