赛微电子:公司对北京产线业务在中长期的毛利率水平持有信心

Core Viewpoint - Company expresses confidence in the long-term gross margin levels of its Beijing production line, driven by the demand for basic components in the smart sensing era and the trend of domestic substitution [1] Group 1: Production Lines - The Swedish production line has been operational for 25 years, featuring a diverse range of products and customers, with a high proportion of process development business [1] - The overall gross margin of the MEMS business is higher than that of the relatively "younger" Beijing production line due to lower depreciation and amortization pressure [1] Group 2: Gross Margin Insights - Although the gross margin for MEMS wafer manufacturing is currently low, the gross margin for process development in the Beijing production line is not necessarily lower than that of the Swedish production line [1] - The gross margin levels of MEMS production lines fundamentally depend on market order demand [1]

SMEI-赛微电子:公司对北京产线业务在中长期的毛利率水平持有信心 - Reportify