据传感器专家网获悉,10月27日中国&全球领先的MEMS芯片代工企业赛微电子,发布了2023年第三季度报告,报告期内,赛微电子营业收入5.13亿元,同比增长188.36%;归属于上市公司股东的净利润3969.72万元,同比增长693.21%。
此外,近日赛微电子还接待了来自阿联酋的阿布扎比投资局一行的参观访问,相关信息见下文。
据相关信息显示,今年以来,赛微电子在BAW滤波器、MEMS振镜、MEMS加速度计等多种关键MEMS器件方面实现量产,对第三季度营收情况具有重大利好。
▲来源:赛微电子2023年第三季度报告
赛微电子第三季度部分重要事项有:
1、赛莱克斯北京 BAW 滤波器启动量产 (相关信息参看《其首款国产BAW滤波器正式量产!》)
2023 年 7 月 15 日,因公司控股子公司赛莱克斯微系统科技(北京)有限公司(以下简称“赛莱克斯北京”)以 MEMS 工艺为某客户制造的系列 BAW(Bulk Acoustic Wave,带谐振腔体声波)滤波器完成了小批量试生产阶段,赛莱克斯 北京与该客户同步签署《长期采购协议》,赛莱克斯北京开始进行 BAW 滤波器的商业化规模量产。
4、投资设立赛莱克斯深圳 (相关信息参看《深圳首条MEMS中试线落地!》)
2023 年 8 月 2 日,公司召开的第四届董事会第三十八次会议及第四届监事会第二十八次会议审议通过了《关于全资 子公司对外投资设立控股子公司暨关联交易的议案》,公司、公司全资子公司赛莱克斯国际与深圳市重大产业投资集团 有限公司关联主体、深圳市远致星火私募股权投资基金合伙企业(有限合伙)、深圳市华大松禾生科一号私募创业投资 基金合伙企业(有限合伙)、深圳科莱恩特科技合伙企业(有限合伙)、深圳赛莱创晶科技合伙企业(有限合伙)签署 《投资合同》,共同出资设立赛莱克斯微系统科技(深圳)有限公司(暂定名,最终以市场监督管理机构登记核定的名 称为准),其中公司全资子公司赛莱克斯国际出资 45,000 万元,持有其 30%股权。
5、赛莱克斯北京启动 MEMS 微振镜 8 英寸晶圆的小批量试生产
2023 年 8 月 9 日,因公司控股子公司赛莱克斯北京代工制造的某款 MEMS 微振镜通过了客户验证,赛莱克斯北京收 到该客户发出的采购订单,启动首批 MEMS 微振镜 8 英寸晶圆的小批量试生产。
8、赛莱克斯北京 MEMS 微振镜启动量产
2023 年 9 月 13 日,因公司控股子公司赛莱克斯北京以 MEMS 工艺为某客户制造的 MEMS 微振镜完成了小批量试生产 阶段,赛莱克斯北京与该客户同步签署采购订单,开始进行 MEMS 微振镜的商业化规模量产。
9、赛莱克斯北京启动 MEMS 加速度计 8 英寸晶圆的小批量试生产
2023 年 10 月 23 日,公司控股子公司赛莱克斯北京代工制造的某款 MEMS 加速度计通过了客户验证,赛莱克斯北京 收到该客户发出的采购订单,启动首批 MEMS 加速度计 8 英寸晶圆的小批量试生产。
此外,赛微电子在10月24日接待了来自阿联酋的阿布扎比投资局一行的参观,相关信息如下:
2023年10月24日上午阿布扎比投资局Abu Dhabi Investment Authority,简称ADIA股权投资部副部长Rashed G. Almuhairi等一行莅临赛微电子北京8英寸MEMS基地参观调研赛微电子董事长总经理杨云春以及集团子公司相关负责人员进行了热情接待
On the morning of October 24, 2023, Rashed G. Almuhairi, Deputy Director of the Equity Investment Department of the Abu Dhabi Investment Authority (ADIA), and a delegation visited the Beijing 8-inch MEMS Fab for research. Yang Yunchun, chairman and CEO of SMEI, and relevant management of SMEI and its subsidiaries greeted them enthusiastically.
赛微电子组织阿布扎比投资局团队参观了北京FAB3园区基础设施以及MEMS产线洁净间随后双方举行座谈就共同关注的话题进行深入交流双方均认同同一个世界同一个亚洲双方积极洽谈合作,共谋发展
ADIA team visited infrastructure and clean room of MEMS production line of Beijing FAB3. Subsequently, both sides held a meeting to have in-depth exchanges on topics of common concern. Both sides reached mutual consents on "One World, One Asia", and actively seek cooperation and common development.
公司董事长总经理杨云春对各位来宾的到访表示热烈欢迎对来宾关心的问题进行解答表示赛微电子专注半导体业务在MEMS纯代工领域持续累积核心工艺扩大竞争优势凭借瑞典产线的持续发展北京产线的运营提升近年来公司MEMS芯片制造营收规模稳居全球前列尽管面临来自各方面的挑战公司持续扩充境内外产能及国际化团队公司的客户及供应商分布愈加广泛基于对万物互联与智能传感时代对MEMS基础器件需求持续增长的判断赛微电子将继续完善全球生产经营网络坚持国际化发展战略加强与设计公司客户及供应商的合作积极拓展全球市场
Yang Yunchun, chairman and CEO of SMEI, warmly welcomed the guests' arrival, and answered questions concerned by them. He said that SMEI focused on semiconductor business, continued to accumulate core technologies and expand competitive advantages in the field of MEMS pure foundry. With sustainable development of the Stockholm production line and improvement of operation of the Beijing production line, the revenue of MEMS wafer manufacturing of SMEI has been ranking among the top globally in recent years. Despite facing various challenges, SMEI continues to improve production capacities and international team at home and abroad, and the company's customers and suppliers are more widely distributed. Based on the prediction of the growing demand for basic MEMS devices in the era of Internet of everything and intelligent sensing, SMEI will keep on improving the global production and operation network, adhering to the internationalization strategy, strengthening cooperation with chip design customers and suppliers, and actively expanding the global market.
公司董事副总经理董事会秘书财务总监张阿斌向来宾介绍了公司的基本情况发展历程核心业务产业角色全球化布局发展战略等表示公司看好智能传感行业的未来发展空间同时对自身的芯片制造工艺及综合竞争实力充满信心
Mr. Zhang Abin, Director&Vice GM&Board Secretary&CFO of SMEI, introduced the company's basics, development history, core business, industry roles, global layout, and development strategy to the guests. He expressed that SMEI is optimistic about the future development space of the intelligent sensing industry, and confident in the wafer manufacturing process and comprehensive competitive strength.
阿布扎比投资局ADIA自1976年成立以来一直是一家全球多元化的投资机构通过专注于长期价值创造的战略审慎地代表阿布扎比政府进行投资阿布扎比投资局团队对赛微电子的接待表示感谢通过这次参观调研深入了解了赛微电子的发展情况并指出阿布扎比投资局投资组合涵盖不同的资产类别长期在中国市场寻求发展机遇将不断深化与中国企业的合作
Abu Dhabi Investment Authority(ADIA) was established in 1976, a globally-diversified investor that prudently invests on behalf of the Government of Abu Dhabi to generate long-term value. The team of the Abu Dhabi Investment Authority expressed gratitude for the reception of SMEI. Through this visit and research, they enhanced understanding of SMEI. ADIA mentioned that their investment portfolio covers different asset classes and has been seeking investment opportunities in the Chinese market for a long time and will continue to deepen cooperation with Chinese enterprises.
赛微电子是全球领先国际化运营的高端集成电路芯片晶圆制造厂商也是国内拥有自主知识产权和掌握核心半导体制造技术的特色工艺专业芯片晶圆制造商公司在国内外拥有多座中试平台及量产工厂业务遍及全球服务客户包括国际知名的光刻机DNA/RNA测序仪红外热成像计算机网络及系统元宇宙硅光子AI计算ICT新型医疗设备巨头厂商以及各细分行业的领先企业涉及产品范围覆盖了通讯生物医疗工业汽车消费电子等诸多应用领域公司同时正在打造先进的晶圆级封装测试能力致力于为客户提供从工艺开发晶圆制造到封装测试的系统化高端制造服务努力发展成一家国际化经营的知名半导体制造领军企业
Sai MicroElectronics Inc.(SMEI) is a global leading and internationalization high-end integrated circuit wafer foundry manufacturer, and it is also a domestic professional wafer manufacturer with independent intellectual property rights and core semiconductor manufacturing technologies. The company has a number of pilot platforms and mass production foundries and worldwide business.
Customers of SMEI include Internationally renowned manufacturers of lithography machines, DNA/RNA sequencing machines, infrared thermal imaging, computer networks and systems, metaverse, silicon photons, AI computing, ICT, new medical equipment giants, and leading enterprises in various sub industries, the products cover communications, biomedical, industrial automobile, consumer electronics and other fields. The company is building advanced wafer level packaging and testing capabilities, committed to providing customers with systematic high-end manufacturing services from process development, wafer manufacturing to packaging and testing, and strive to become a well-known semiconductor technology group locally and internationally.