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赛微电子上半年营收5.7亿元 MEMS业务收入增长14.09%
Ju Chao Zi Xun· 2025-08-26 13:43
Core Insights - Company reported a revenue of 570 million yuan for the first half of 2025, representing a year-on-year growth of 3.4% [2] - The net profit attributable to shareholders was a loss of 650,000 yuan, significantly narrowing from the previous year's loss [2] - The MEMS business achieved a revenue of 533 million yuan, a year-on-year increase of 14.09% [2] Revenue Breakdown - MEMS wafer manufacturing generated 310 million yuan, remaining stable compared to the same period last year [2] - MEMS process development revenue reached 223 million yuan, showing a growth of 39.01% year-on-year [2] - The overall gross margin for MEMS business was 39.47%, consistent with the previous year [2] Production and Operations - The Beijing FAB3 production line is in a ramp-up phase, transitioning from process development to risk trial production and mass production, but continues to incur losses due to high depreciation and R&D costs [2] - The Swedish production line reported good order, production, and sales conditions, particularly for MEMS-OCS wafers, maintaining strong profitability [2] Strategic Decisions - Company completed the sale of control over Swedish Silex in July 2025, transitioning it from a wholly-owned subsidiary to an important equity investee, aimed at mitigating systemic risks from geopolitical changes [3] - R&D expenses for the first half of 2025 reached 199 million yuan, increasing by 9.85% year-on-year, accounting for 34.97% of total revenue [3] Market Opportunities - Company is actively targeting market opportunities in downstream sectors such as communication computing, biomedical, industrial automotive, and consumer electronics [3] - The company is focusing on producing various MEMS devices for leading enterprises in sectors like silicon photonics, lidar, motion capture, photolithography, DNA/RNA sequencing, high-frequency communication, and AI computing [3] Future Outlook - Despite the sale of Swedish Silex, the company maintains qualified production capacity across different production lines, which can achieve synergy and complementarity in capacity and market [4] - The company is expected to maintain a significant position in the pure MEMS foundry sector [4]