China Achieves Mass Production of High-End MEMS Test Probes
Testing probe demand is increasing as quantities reach tens of thousands due to advanced technology shifts. While revenue for structural components has grown significantly, high fixed costs are driving down gross margins. The company plans to expand production capacity significantly after 2023. The technology shares fundamental origins with existing MEMS technology, making technical differentiation difficult. Downstream customer bases for these probes overlap significantly with consumer electronics, semiconductors, and human-robotics sectors. Current expansion in precision machining capacity can be directly applied to the entire MEMS system to meet rising product demand. Bluetooth technology firm Bluetooth New Finance has secured a competitive advantage in high-end MEMS test probes. The company is targeting high-frequency, high-speed M9 and M10 grade probes.
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Sources · 7 independent
“We see more and more quantities climbing to tens of thousands, so we need more and denser probes. With advanced packaging moving toward 2.5D, 3D, and Gadius directions, the complexity of testing has significantly increased.”
“這個成本也對他的這個毛利率形成影響... 225年進入產能釋放階段 所以這個毛利率會回升”
“還有壓力長感器的結構件 等等，這些產品呢，大多數是用一家手機、無線耳機，還有智能傳來聲音 更高毛率的像光學長感器的結構件 還有醫療器車的MEMS結構件 還有半導體封裝的威霓件這些增速雖然比較高 但是目前看整體的基數還比較小”
“optical sensor structures for mobile phones and wireless headphones, MEMS components for medical devices, and semiconductor packaging components... growth is high but the overall base is currently small.”
“We see that the product matrix is becoming increasingly rich, such as automotive MEMS, medical MEMS, and semiconductor MEMS probe bases.”
“And from the product matrix, we see its vehicle-mounted MMS long-wheelbase structural parts, medical long-wheelbase parts, and semiconductor MMS probe bases, etc.”
“And from the product matrix, we see its automotive MMS long-wheel structural parts, medical long-wheel parts, and semiconductor MMS probe bases, etc. These are becoming increasingly rich.”
“And from its product matrix, we see its automotive MMS long-wheel structural parts, as well as negotiable medical long-wheelers and semiconductor MMS probe bases, etc. These are becoming increasingly rich.”
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