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赛微电子:公司灵活、务实地发展MEMS纯代工业务
(编辑 袁冠琳) 证券日报网讯 2月27日,赛微电子在互动平台回答投资者提问时表示,近10年来,在杨云春董事长的带 领下,公司灵活、务实地发展MEMS纯代工业务,一方面成功并购整合境外产线,实现了其跨越式发展 与多方共赢;另一方面从无到有,在国内建成并运营了业内领先的8英寸MEMS纯代工线。在复杂的国 际政经环境下,公司及全体员工卧薪尝胆、宵衣旰食,通过多年努力,成功在国内建立了拥有完整自主 知识产权的MEMS基础工艺平台,实现了硅麦克风、BAW滤波器、微振镜、超高频器件的量产,正在 小批量试产MEMS气体传感器、生物芯片、加速度计、惯性测量单元、MEMS-OCS等,未来将继续以 关键制造平台角色推动我国MEMS产业的自主化、高端化。公司希望与国内友商共同发展。当然,半导 体制造行业天然存在"重资产、长周期"特点,业务的积累和发展还得一步一个脚印。 ...
赛微电子:北京FAB3已实现硅麦克风、BAW 滤波器、微振镜、超高频器件的量产
(编辑 丛可心) 证券日报网2月25日讯 ,赛微电子在接受调研者提问时表示,北京FAB3已实现硅麦克风、BAW滤波 器、微振镜、超高频器件的量产,正在进行小批量试产气体、生物芯片、惯性加速度计、惯性测量单元 (IMU)、温湿度、硅晶振、MEMS-OCS等MEMS器件,同时对于微流控、压力、磁性传感、3D硅电 容等MEMS芯片、器件及模块,正积极从工艺开发向验证、试产、量产阶段推进。北京FAB3将继续做 好中长期规划,密切关注市场环境动态,深化全国重点区域布局,注重分析产品在不同应用领域的特 点,持续提升运营能力。 ...
赛微电子子公司产能爬坡年亏2.42亿 拟3.24亿增持股权至81%加强控制力
Chang Jiang Shang Bao· 2025-07-02 03:45
Core Viewpoint - The company is in a critical phase of capacity ramp-up for its core subsidiary, and it plans to acquire additional equity in Sailex Beijing to strengthen its control and management efficiency [1][4]. Group 1: Acquisition Details - The company announced its intention to acquire a 9.5% stake in Sailex Beijing for no more than 324 million yuan, which will increase its total ownership to 81% [1][4]. - Sailex Beijing is a key player in the MEMS foundry sector and is currently not profitable due to ongoing capacity ramp-up [1][6]. - The acquisition aims to enhance the company's control over its subsidiary and improve overall management efficiency, aligning with its long-term strategic goals [4][8]. Group 2: Financial Performance - In 2024, the company reported revenues of 1.205 billion yuan, a year-on-year decrease of 7.31%, with a net loss of 170 million yuan, marking a shift from profit to loss [2][8]. - The MEMS main business generated revenues of 998 million yuan in 2024, reflecting a year-on-year growth of 16.63%, with a gross margin of 35.49% [8][9]. - Research and development expenses reached 485 million yuan, a year-on-year increase of 27.53%, accounting for 37.75% of total revenue [9]. Group 3: Operational Insights - Sailex Beijing has been involved in the production of various MEMS devices, including silicon microphones and BAW filters, but is still in the process of ramping up production capacity [7][8]. - The company has faced challenges due to high operational costs and ongoing R&D investments, which have contributed to its overall losses [6][8].