美芯晟(688458.SH):多款光學傳感器產品在關鍵性能指標上已全面超越國際競品
格隆匯5月21日丨美芯晟(688458.SH)在投資者互動平臺表示,作爲光學傳感器領域的深耕者,公司已構建涵蓋環境光/接近檢測、光學追蹤傳感、激光飛行時間測距(DToF)等光傳感多元產品矩陣,消費電子、汽車電子、智能家居、工業控制等均爲光學傳感器的應用領域。鑑於其複雜的結構和供應鏈特性,該領域長期由ST、AMS、SENSORTEK等國際芯片公司以及臺資企業所主導。 公司通過自主研發工藝創新和全產業鏈垂直整合,構建了獨具競爭力的光傳感產品生態體系。公司自主開發PD/SPAD工藝,定製的PD工藝注入流程顯著提升器件靈敏度,並在先進製程實現量產突破;在鍍膜技術領域,通過協同設計晶圓參數與鍍膜工藝,開發出具有競爭優勢的鍍膜方案,並與產業鏈龍頭企業合作提升專屬量產能力;在VCSEL核心器件方面,定製開發的VCSEL產品性能達到國際先進水平,同時構建了完整的國產化供應鏈體系;封裝環節具備專用封裝開發實力,建成自動化測試產線並通過戰略合作保障產能,形成從研發到量產的完整交付能力。公司多款光學傳感器產品在關鍵性能指標上已全面超越國際競品,打造出行業標杆級產品系列。
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