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賽微電子(300456.SZ):公司MEMS工藝開發業務的晶圓平均售價、毛利率仍將保持在較高水平
格隆匯 12-08 07:34

格隆匯12月8日丨賽微電子(300456.SZ)近期披露投資者關係活動記錄表顯示,晶圓價格是根據具體的合作背景,基於特定用户、特定訂單量、特定產品、行業慣例、供需關係等綜合要素情況下協商而成的,因此不同行業、同行業不同客户、同客户不同產品的晶圓價格均存在較大差異。

2017-2021年公司MEMS晶圓的平均售價分別約為1700美元/片、1800美元/片、2200美元/片、2700美元/片及3300美元/片,2022年公司MEMS晶圓的平均售價下降至約2600美元/片,其中瑞典產線的晶圓平均售價、毛利率仍維持在較高水平,北京產線的晶圓平均售價、毛利率下降幅度較為明顯,主要原因是MEMS晶圓的銷售結構發生了較大變化,2022年北京產線消費電子代工晶圓的佔比較高,而通信、工業汽車、生物醫療領域平均附加值水平較高的代工晶圓類別仍處於工藝開發、產品驗證或風險試產階段,尚未進入量產階段。總體而言,從中長期看,公司MEMS工藝開發業務的晶圓平均售價、毛利率仍將保持在較高水平;MEMS晶圓製造業務的晶圓平均售價、毛利率將保持在體現MEMS專業製造技術含量的合理水平。

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