On January 3, Sai Microelectronics Inc(300456) (300456) announced that the company signed the cooperation framework agreement with the Management Committee of Hefei high tech Zone on January 1, 2022. The company plans to invest in the construction of a 12 inch MEMS manufacturing line project in Hefei high tech Zone, with a total investment of 5.1 billion yuan. It plans to build a 12 inch MEMS production line with a design capacity of 20000 pieces / month, and is expected to realize an annual income of about 3 billion yuan after the completion of production.
For the cooperation background of this project, Sai Microelectronics Inc(300456) said that up to now, the company has completed major strategic transformation, focusing on resources to develop semiconductor business, and the proportion of such business has exceeded 95%. The company has become a global leading and internationally operated foundry manufacturer of high-end integrated circuit wafers. It is also a professional wafer manufacturer with independent intellectual property rights and core semiconductor manufacturing technology in China. The company has a number of pilot platforms and mass production plants outside China. Its business covers all over the world. Its customers include international well-known DNA / RNA sequencer, lithography machine, computer network and system, silicon photon, infrared, wearable equipment, new medical equipment, automotive electronics and other giant manufacturers, as well as leading enterprises in subdivided industries. Its products cover communication, biomedicine Industrial automobile, consumer electronics and many other fields.
At the same time, 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 develop into a well-known semiconductor manufacturing leader with international operation.
Among them, Sai Microelectronics Inc(300456) silex microsystems AB (hereinafter referred to as "Sweden silex"), a wholly-owned subsidiary of Sai Microelectronics Inc(300456) in Sweden, was established in 2000, with more than 400 process development accumulation and more than 10 years of mass production experience. It is a leading pure OEM manufacturer of MEMS (micro electro mechanical system) in the world, ranking first in the industry rankings in 2019 and 2020, The second to fifth places are teledynedalsa, Sony, TSMC and x-fab respectively.
In recent years, Sweden silex (Fab1 & fab2) has full orders, prosperous production and sales, and is continuously expanding production capacity; According to the global strategic layout of the company's production capacity, Sweden silex also signed the equity acquisition agreement with Germany ELMOs semiconductor Se in December 2021 to acquire the assets related to its automobile chip manufacturing line in Dortmund, North Rhine Westphalia, Germany (hereinafter referred to as "Germany FAB5"). The transaction is currently applying for the approval of the German government. At present, the Swedish Fab1 & fab2 company has mastered a number of process technologies and process modules with international leading competitiveness in the industry, such as silicon via (TSV), wafer bonding, deep reaction ion etching, and has an industry-leading silicon via insulating layer process platform (TSI).
SELEX microsystems technology (Beijing) Co., Ltd. (hereinafter referred to as "SELEX Beijing"), a holding subsidiary of Sai Microelectronics Inc(300456) in Beijing, was established in 2015. It is jointly invested by the company and the national integrated circuit fund to build and operate the "8-inch MEMS international OEM line" (hereinafter referred to as "Beijing fab3"), The purpose of the production line is to digest and absorb international leading technologies by independently establishing Chinese production lines, cultivate a first-class comprehensive MEMS engineering team through comparative R & D and production, build a global technology-leading MEMS production line and industrialization platform, further establish industrial technical barriers and enhance the company's core competitiveness.
Up to now, Beijing fab3 has achieved mass production, continued to improve yield and ramp up production capacity, and has cooperated with many MEMS design manufacturers in various fields around the world, especially in China. Its products have been involved in the fields of communication, biomedicine, industrial automobile, consumer electronics and so on; At present, Beijing fab3 is expanding its production in phase II, but according to the latest situation, it is expected that its total capacity of 30000 pieces / month will reach full capacity in 2024 / 2025.
Based on the judgment of the market demand expansion and long-term development trend of MEMS in consumer electronics, Internet of things, automotive electronics and other terminal applications, Sai Microelectronics Inc(300456) through various ways and efforts to build and expand production capacity worldwide; At the same time, because the investment of semiconductor manufacturing production line often requires more funds and longer cycle, the company needs to plan and prepare for the future production capacity and production line in advance, and make prediction and response according to the industry technology development trend and future customer demand.
As the partner of this project, Hefei high tech Zone is the first batch of national high tech zones established by the State Council in 1991. It is the core area of Hefei comprehensive national science center, the national independent innovation demonstration zone and the first batch of national innovation and entrepreneurship demonstration bases. Hefei high tech Zone attaches great importance to the development of integrated circuit industry. It has built a complete industrial chain of design, manufacturing, packaging, equipment and materials. It is a national strategic emerging industrial cluster of integrated circuits and a management unit of Anhui emerging industrial base of integrated circuits. Sai Microelectronics Inc(300456) said that Hefei high tech Zone welcomes the local investment and construction of the 12 inch MEMS manufacturing line project and provides all-round support.
The announcement shows that Sai Microelectronics Inc(300456) is trying to change from "boutique factory" to "mass production factory"; The company needs to plan in advance and build and expand production capacity worldwide through various ways and efforts. The project cooperation aims to make full use of local advantageous resource elements, especially the advantages of integrated circuit industry chain and downstream application industry, actively grasp the development opportunities of semiconductor industry and promote the further development of the company's characteristic process wafer foundry business. If the follow-up cooperation can be smoothly promoted, it will help to further improve the company's leading production capacity, improve the company's professional manufacturing service capacity, and meet the application needs of a wide range of downstream markets.
(Securities Times · e company)
