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博敏電子(603936.SH):公司將積極推動陶瓷襯板業務實現快速放量
格隆匯 09-05 18:44

格隆匯9月5日丨博敏電子(603936.SH)召開業績説明會時表示,公司AMB陶瓷襯板一期具備產能8萬張/月,處於國內前列,從去年第四季度開始配合客户需求進行擴產,預計2023年有望達到15-20萬張/月的產能規模。同時在持續拓展新客户並積極參與客户的招投標工作,現階段進展良好,通過了多家客户的認證且獲得訂單,預計將於下半年開始生產交付。新開拓的客户包括第三代半導體頭部企業、海外車企供應鏈客户等,前期開拓的客户訂單如期交付,我們亦在保供同時持續推進國內外其他標杆客户訂單的落地、放量。在SiC替代硅基、國產化替代兩個大背景下,公司將積極推動陶瓷襯板業務實現快速放量。

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