The company sources custom-made and off-the-shelf components from manufacturers and vendors in Asia, Europe, and the United States. Key components include a custom-made disposable semiconductor chip, a proprietary mode-locked laser, proprietary enzymes, recognizers, and buffers for protein sequencing. Some components, such as wafers for the semiconductor chip, are obtained from single-source suppliers. The company and its third-party contractors maintain significant inventory to mitigate supply risks. Instruments are designed internally and manufactured by third-party contract manufacturers. During 2024 and 2025, the company is transitioning some semiconductor chip manufacturing processes to a new third-party partner, producing wafers with surface coatings suitable for commercial use but not fully optimized for long-term production. The upcoming Proteus platform, expected by the end of 2026, will introduce a new consumable architecture, influencing the decision not to fully optimize the current semiconductor process for long-term manufacturing. The absence of long-term supply commitments and reliance on purchase orders for certain components present risks of supply disruptions that could affect research, development, and commercial operations.
Quantum Si Incorporated's Comment on Supply Chain
The company sources custom-made and off-the-shelf components from manufacturers and vendors in Asia, Europe, and the United States. Key components include a custom-made disposable semiconductor chip, a proprietary mode-locked laser, proprietary enzymes, recognizers, and buffers for protein sequencing. Some components, such as wafers for the semiconductor chip, are obtained from single-source suppliers. The company and its third-party contractors maintain significant inventory to mitigate supply risks. Instruments are designed internally and manufactured by third-party contract manufacturers. During 2024 and 2025, the company is transitioning some semiconductor chip manufacturing processes to a new third-party partner, producing wafers with surface coatings suitable for commercial use but not fully optimized for long-term production. The upcoming Proteus platform, expected by the end of 2026, will introduce a new consumable architecture, influencing the decision not to fully optimize the current semiconductor process for long-term manufacturing. The absence of long-term supply commitments and reliance on purchase orders for certain components present risks of supply disruptions that could affect research, development, and commercial operations.
Sources:
Quantum si Incorporated's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
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