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世運電路(603920.SH)擬出資1.25億元參與投資新聲半導體
格隆匯 08-10 16:13

格隆匯8月10日丨世運電路(603920.SH)公佈,公司擬以自有資金1.25億元與關聯方順科聚芯、非關聯方泓生嘉誠")通過增資的方式對深圳新聲半導體有限公司(以下簡稱"新聲半導體""目標公司")進行投資。本次交易完成後,公司將取得目標公司3.8238%股權。

公吿顯示,濾波器是電子信息產業的核心部件,屬於與 5G/6G 通信、智能汽車、衞星互聯網等下游應用領域發展密切相關的戰略性新興產業。同時,濾波器在半導體行業中存在較高技術壁壘,屬於國產替代空間較為確定的賽道,國內擁有龐大的存量市場與較好增長前景。新聲半導體是一家主要從事研發、生產和銷售SAW(表面聲波)濾波器和 BAW(體聲波)濾波器及 FEM 模組的公司。新聲半導體擁有已授權中國、美國發明專利 170 餘項,具備完全自主知識產權;產品涵蓋NormalSAW、TC-SAW、TF-SAW、BAW(FBAR)、IPD、Di-FEM 等濾波器主流技術路線,覆蓋全球移動通信主流頻段,其中主要產品 TC-SAW(温度補償型表面聲波)濾波器、BAW(FBAR)濾波器已通過聞泰、龍旗、華勤技術等 ODM 廠商供應小米、榮耀、三星等主流手機品牌;新聲半導體也是全國首家通過AEC-Q200 車規認證的濾波器企業,其車規級濾波器產品已在車載前裝市場完成量產出貨。

世運電路本次擬對新聲半導體進行投資,一方面是在公司戰略層面逐步在電子信息產業中高技術壁壘和成長性的細分賽道進行前瞻性佈局,加強公司對智能汽車、AIOT(人工智能物聯網)等下游應用技術創新需求的跟蹤與研發。另一方面是未來有望與目標公司建立深度合作關係,共同推動新型車載濾波器及模組化方案在行業內的普及與應用,實現雙方共贏。

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