One, core is logistic:
1, the company undertook a series of industry catenary in recent years transverse and fore-and-aft inside unripe extend and extension is bought, had formed industry of 3 big pillar at present (system of cable of personal computer of navigation, MEMS and aviation electron) , at the same time to " unmanned system " and " intelligence is made " business is extended
2, on December 12, 2017, national big fund 1.4 billion participate in add hair (use at making to produce per month can platform of 30 thousand industrialization of chip of first 8 inches of MEMS) .
3, MSEMS product has diversification feature, fit Fabless pattern more (as nonexistent as the client competition concerns) , technology development and brilliant circle acting labour are well worth doing.
4, market dimensions will reach sixteen billion two hundred and forty-nine million dollar 2017, MSEMS year compound add fast 11.3% , and market of IC of the corresponding period year compound add fast for 4.91% .
5, the consumptive electron drive that gives priority to with the smartphone on one round of growth of MEMS industry, below one round of growth will be below the drive of 5G, wait for application with car of AR/VR, intelligence, robot drive next outbreak. Among them the huge demand that content couplet net will bring terminal parts of an apparatus.
6, congeneric chip board piece PB of million easy innovation is 26, and company PB is 5.3.
2, industry trend:
MEMS rises in the development on the foundation of microelectronics technology, shirt-sleeve a variety of small processing technique such as technology of silicon small treatment, LIGA and accurate machining, use the miniature system that contemporary IT makes. It includes perception and control outside information (force, hot, smooth, unripe, magnetism, change etc) sensor and carry out implement, and undertake signal processing and pilot circuit.
MEMS construction of system is complex and diverse
MEME application domain is numerous, every kinds of product all has all sorts of differring the product of each type, and the application with different basis, MEMS product structure and material each different. Integrated circuit technology is already progressively incline to secures chemical art skill at minority, for example CMOS, ambipolar technology, BICMOS technology, and the technological process that MEMS uses to type of every kinds of parts of an apparatus differs almost completely, and MEMS is made invest dimensions big, MEMS designs a manufacturer to use IDM pattern impossibly.
Traditional MEMS IDM manufacturer enters field of MEMS acting labor. 2011-2016 year, MEMS product ASP lasts be issued to lower levels, IDM firm is original product gain ability glides, and new product development cycle is longer, to assure profit, a lot of IDM manufacturers enter acting labor field, for example Bosch, ST, Sony. IDM manufacturer is developed in craft, make, enclose a domain to have more experience, accordingly they own larger share in acting labor field. But IDM manufacturer oneself also has MEMS product, fabless manufacturer is put in the risk of divulge a secret, because this craft develops ability,firm of powerful simple acting industry has more opportunity.
MEMS market prospect is infinite, acting labour and technology development are well worth doing. According to Yoledevelopment data, dimensions of global MEMS market was ten billion six hundred and sixty-two million dollar 2012, market dimensions will reach sixteen billion two hundred and forty-nine million dollar 2017, year compound add fast 11.3% , and market of IC of the corresponding period year compound add fast for 4.91% , MEMS market is added fast market of outclass whole IC. Consuming electron, car electron and medical treatment is the core drive that drive MEMS market rises, communication and industrial domain are added fast faster.
2012-2017MEMS market dimensions grows quickly
The consumptive electron drive that gives priority to with the smartphone on one round of growth of MEMS industry, below one round of growth will be below the drive of 5G, wait for application with car of AR/VR, intelligence, robot drive next outbreak.
The 3rd tide that MEMS rises is coming
2016, 9% what MEMS and sensor take all IC market, predict to 2021 this one scale will rise to 12% , market dimensions exceeds 60 billion U.S. dollor, year compound add fast for 12% , market of Yuan Chao IC.
2016-2021 year MEMS and sensor market year compound add fast will amount to 12%
2016-2021 year MEMS and sensor market year compound add IC of fast prep above
2, company competition ability
Be able to bear or endure power science and technology is bought at what the portion finished pair of Silex in August 2017. Silex is the MEMS chip manufacturer with banner whole world, long-term and dedicated at MEMS craft development reachs acting industry Wu, have advantageous technical level and technology development capacity.
Silex technology actual strength is abundant, have the silicon via with at present banner industry insulation layer craft and production platform, research and development gives the patent of core of more than 100 MEMS that includes profound response ion to engrave corrode to wait inside, above patent is implementation function Hua Jingyuan class is enclosed and 3D is compositive provided critical process. At the same time Silex still has development and the capacity that use special data, if press electric data, magnetic material and polymer material to wait, the abidance that offerring technology development to many client accumulated much experience secret of success and much project in practice collateral development capacity.
Capability of Silex product implementation is strong. Craft of more than 400 MEMS was participated in to develop a project inside Silex, can produce a variety of MEMS sensor such as acceleration sensor, inertial sensor, flow transducer, infra-red sensor, a variety of optical parts of an apparatus, biology parts of an apparatus, MEMS parts of an apparatus such as silicon microphone, and all sorts of MEMS are basic structural module.
Silex has efficient MEMS custom-built craft to develop ability. The technology that Silex uses structuralization is compositive module, efficient balance is acquired in standardization and flexibility, can be in assure to MEMS is offerred while higher good people leads the product custom-built craft develops a service, assist a client to realize MEMS product volume to produce.
Silex has advanced MEMS to develop craft and acting project technology
Silex is dedicated be engaged in MEMS craft developing Ji Jingyuan generation to be versed in more than 15 years, at present the client spreads all over the whole world, include global photoetching machine to network of tycoon, whole world corresponds and apply tycoon, whole world infra-red heat becomes the DNA that searchs engine tycoon, whole world to precede like network of technical tycoon, whole world supplier of rapid series testing instrument and industry and consumption. As business domain extend ceaselessly and the addition of client order, need of company MEMS business raises business to carry on ceaselessly ability.
On December 6, 2017, the company publishs the 3rd edition after revising to add hair beforehand case, among them subscribe of fund of national integrated circuit does not exceed a RMB 1.4 billion yuan.
The partial fund that company blame distributes publicly will be used at new product platform to expand, basically include the following 3 levels:
It is the iteration development of existing product firstly. The development of new material, new technology offerred a condition to drive product iteration. Issue generation MEMS product to may be used for example suppress report or magnetic material in order to promote property, use brilliant round class to enclose in order to come true taller compositive degree etc. Be not project of fair development travel to will pay close attention to the market to expand trend and client demand continuously, the innovation that combines material, technology progresses, undertake next generation of the product are developed actively having.
It is the development of new material secondly. Silicon is groovy semiconductor material, but the functional objective that single material satisfies MEMS parts of an apparatus hard and use environment, and the function that is helpful for promoting parts of an apparatus with the metal, polymer, glass new material that is a delegate and durable sex reduce production cost, wide applied perspective is had in MEMS domain. Be not project of fair development travel to will develop trend and client demand to undertake developing to new material craft according to the market, use technology of film of the material that suppress report for example, will press electric data compositive at MEMS chip, offer corresponding craft to develop Ji Jingyuan to make a service for the client.
It is the development of new product thirdly. What MEMS product applies is patulous the ceaseless emerge in large numbers that will bring burgeoning products plan, regard the pure MEMS that has substantial amount to produce experience at the appointed time as acting factory, the demand that is not project of fair development travel to will cooperate MEMS chip to design a company develops new product and special technology.
In a place with a draught of tide of net of couplet of the content on the station while, be able to bear or endure power science and technology will open broad Chinese market for Silex, and in the country the support of big fund plays rapid spread produce, in order to receive the outbreak of MEMS market.
Current, line of Silex 6 upgrades be about to finish, upgrade two 8 will be had after finishing first line, be able to bear or endure power science and technology has begun construction in the 8 line of Beijing. Because Silex professional work is the earliest inchoative develop at craft, produce a line initiative it is to be development to serve and rather than pure to make a service, because this produces line brilliant circle,make produce relatively can lesser. There is exposure in buying transaction the yield 2015 can is produce per year can 30000 (produce per month can only 2500) . But it is this is produced can, supported the income that realized about 270 million yuan 2016. (utilization rate is arranging the condition of 63% ) the manufacturing job that so 6 line assumes is less and less, producing basically can be contribution of 8 line, after 6 line upgrades into 8 , silex is produced can predict to break up times (produce per month 5000, produce per year 60000) , if market order is enough, prospective outstanding achievement but period.
Company the particular product that era is versed in the line builds a project includes international of 8 inches of MEMS silicon microphone product, pressure sensor product, inertial sensor product, optical MEMS product, infra-red expand into platform of product of product, high like product, RF MEMS additional cost, new product wait for MEMS brilliant. Because this considers the difference of product structure, collect joins a project first phase is produced per month can 10 thousand (produce per year can 120 thousand) the estimation that correspondence makes an appointment with 100 million income of 8-9 also is reasonable. Amount to after producing, the company will become the MEMS with the biggest international business of pure acting plant.
Silex is versed in the 5th is ranked in business in global MEMS generation
Do do greatly strong advocate the outspread pace of course of study did not stop
Be able to bear or endure power science and technology on October 31 dish late cloth announcement says, the company plans to carry a kind of to pay cash contributive RMB 6, 0 yuan participate in investment to establish " Qingdao byssus civilian with semiconductor fund industry (limited partnership) " .
According to announcement, dimensions of semiconductor fund total collect drafts 3 billion yuan to be a RMB, each partnership average per capita with the money contributive, when fund is established identify capture contributive amount is 2.25 billion yuan, odd and contributive have follow-up raise by common copartner, follow-up collect period for two years (establish from fund calculate since day) . Of fund put add period to be 7 years, establish from fund calculate since day (with doing business charter is accurate) , it is investment period 3 years among them, it is 2 years exit period, if half-baked all yield is exited inside 5 years, automatic postpone 2 years, namely unless conference of other classics copartner is passed, a fund management time is the longest do not exceed 7 years.
The company shows, this second participate in investment to create semiconductor industry fund, the purpose depends on have the aid of this fund and fund share square dominant position, seek the industry that has synergism to be bought, investment, establish strategic collaboration relationship through the enterprise that invests with semiconductor fund place, accelerate an industry the effective conformity of high grade resource, enhance a company to consider to develop ability further, promote company comprehensive strength, industry position and competition ability further, promotion firm lasts gain ability, create more investment redound for partner.
Investment project · on July 19, 2017 announcement, small core science and technology, small core science and technology holds the position of company wholy-owned subsidiary enterprise pole core passes the limited partnership of copartner of executive general affairs feeling and in family small investment was signed " investment agreement " , draft collective and contributive the division in establishing Beijing is able to bear or endure power microelectronics limited company. Among them small core science and technology plans to be thrown in installment 1, the division in 8.8 million yuan of investment is able to bear or endure power, hold its the equity of 40% . This small core science and technology invests wholy-owned subsidiary the division in establishing is able to bear or endure power the purpose basically is to facilitate the technical development that drives MEMS business reachs overall arrangement, stimulative company and research of microelectronics of the Chinese Academy of Sciences are in the collaboration of MEMS business domain, be helpful for producing each square technology advantage, resource of integrated MEMS business, perfect MEMS business system, aggrandizement company creates the banner competition dominant position of the domain in MEMS chip.
