Sai Microelectronics: At present, the business in the automotive field is still in the process development stage, and has not yet achieved large-scale mass production

Jiwei Network news, December 13, Sai Microelectronics said on the investor interactive platform that the company's current entry point in the field of new energy/ traditional automobiles is mainly to develop (process) or OEM LIDAR and other MEMS components for some customers; and this type of business is still in the process development stage, has not yet achieved large-scale mass production, whether the future can be successfully verified, achieve mass production, and eventually whether it can be applied to the new energy / traditional automobile field There is still great uncertainty.

It is understood that in the field of MEMS, the role of Sai Microelectronics is a professional pure foundry manufacturer, do not need to master the design patent of terminal products /MEMS components, only need to master the process technology of manufacturing related MEMS chips (partly embodied as patents), there is no licensing problem; and at present, the normal technical exchanges between the domestic and foreign production lines of Sai Microelectronics are blocked by external force majeure, and different production lines need to rely on their own accumulated processes to provide services for chip /device design company customers.

According to the data, the main business of Sai Microelectronics is the process development and wafer manufacturing of MEMS chips, the research and development and production of GaN epitaxial materials and chip design, and the main products include microsensors, signal processing and control circuits, micro actuators, etc. At present, Sai Microelectronics is the world's no. 1 professional manufacturer of MEMS chips, and has been committed to providing first-class MEMS process development and wafer manufacturing services for customers in various fields such as global communications, biomedical, industrial vehicles, consumer electronics and other fields (including well-known giant manufacturers and emerging small and medium-sized manufacturers).

Sai Microelectronics at the same time in the field of filter layout, Sai Microelectronics said that the filter is the most important component in the RF system, the performance of the direct impact on the signal communication quality of each frequency band, is the highest value of the RF front-end chip in the subdivision field. With the development of communication technology, the number of communication frequency bands has increased from single digits in the 2G era to about 70-100 in the 5G era. Mobile phone filters mostly use acoustic filtering technology, and filters are divided into SAW (Surface Acoustic Wave, surface acoustic wave filter) and BAW (Bulk Acoustic Wave, acoustic wave filter with resonant cavity, including BAWSMR and FBAR) according to the type of acoustic wave transmission, of which the SAW process is more similar to the traditional integrated circuit, while the BAW process requires meMS acoustic structure and long-term accumulation of piezoelectric materials. The required process manufacturing steps are about 10 times that of SAW, which is more technically difficult and has a higher unit price. The company's current and future strategic positioning is to aim at breaking through the BAW large-scale stable manufacturing technology and focusing on the manufacturing process.

According to the data, in the global market, the market concentration of the filter industry is high, Japanese and American manufacturers rely on advanced technology to form monopolies and barriers, and the market share of Broadcom (Avago), a leading BAW filter company, is as high as 90%. In the Chinese market, the overall process of filter localization is still in the initial stage, the overall technical level of the domestic industry and foreign leading manufacturers still have a large gap, the development of the domestic filter industry can not meet the domestic demand, a large number of still rely on imports, still need to pay more efforts.

(Proofreading/Andy)