敏芯股份:以全链路自研竞逐全球传感器市场

Core Viewpoint - The article highlights the significant growth and development of the MEMS (Micro-Electro-Mechanical Systems) industry in China, particularly focusing on the achievements of Minxin Co., which has become a leading player in the MEMS sensor market, producing 100 million sensors monthly and accumulating over 5 billion units shipped, equating to an average of 3 sensors per person in China [1][1][1] Group 1: Company Development - Minxin Co. was founded in 2007 when there were no domestic MEMS wafer foundries in China, and it has since evolved into a leader in the MEMS sensor market, becoming the first MEMS chip stock in China in 2020 [1][1] - The company has diversified its product offerings to include acoustic sensors, pressure sensors, inertial sensors, and posture sensors, which are widely used in consumer electronics, smart vehicles, industrial control, and medical markets [1][1] - Minxin Co. ranks fourth globally in MEMS microphone shipments and third in MEMS acoustic sensor chip shipments [1][1] Group 2: Product Innovation - The company aims to produce world-class products, with some of its small category products already achieving world-leading technology levels, such as a 70dB high signal-to-noise ratio MEMS microphone and a six-dimensional force sensor for humanoid robots [1][1] - In 2024, the company plans to invest over 80 million yuan in R&D, accounting for 16.01% of its revenue, to enhance its capabilities in MEMS sensor chip design, wafer manufacturing, packaging, and testing [1][1] Group 3: Customer Relationships - Minxin Co. collaborates with high-quality clients such as Samsung, Xiaomi, and OPPO, which helps the company to refine its product quality and R&D direction, creating a positive feedback loop for product development [1][1] - The company is planning to develop an 80dB silicon microphone, anticipating future customer demands for higher signal-to-noise ratios [1][1] Group 4: Industry Positioning - Minxin Co. has played a crucial role in establishing the MEMS production capability in China, contributing to the creation of the first MEMS wafer foundry through collaboration with national projects [1][1] - The company aims to become a platform enterprise that covers all sensor needs for mobile devices, expanding its product line and downstream application areas [1][1] Group 5: Future Strategy - The company has a clear strategic plan for the next five years, focusing on technology reserves in emerging industries such as humanoid robots, smart wearables, and the Internet of Things [1][1] - Minxin Co. plans to avoid homogenization through mergers and acquisitions of quality targets and is actively considering global expansion to meet future supply chain demands from overseas clients [1][1]