【techweb】2020nian7yue14ri,zaishuriqian,zhongxinguojiduiwaifabulegonggao,zhongxinguojizaikechuangbandefaxingjiagedingwei27.46yuan/gu,genjuzhongxinguojizuixingonggao,cicishijimujizijinchao300yi。
根据之前的报道,此次科创板募集的资金约40%用于投资于12英寸sn1xiangmu,yue20%yongzuoweigongsixianjinjichengshugongyiyanfaxiangmudechubeizijin,yue40%yongzuoweibuchongliudongzijin。
zhenduibencimujizijindejutianpairuxia,zhongxinguojidongshizhangzhouzixuezai6ridetouzirenjiaoliuhuizhongzhichu:
12cunxinpiansn1xiangmu:
12cunxinpiansn1xiangmudezaitiweizhongxinnanfang,gaixiangmuguihuayuechanneng3.5wanpian,yijiansheyuechanneng6,000pian,shizhongguodaludiyitiaofinfetgongyishengchanxian;tongshiyeshizhongxinguoji14nmjiyixiaxianjingongyiyanfaheliangchandezhuyaochengzaipingtai。
xianjinjichengshugongyiyanfaxiangmuchubeizijin:
jihuayongyu14namijiyixiadexianjingongyiyu28nmjiyishangdechengshugongyijishuyanfa。qizhong,14nmshizhongguodaluyiliangchan、zuixianjindejingyuandaigongjishugongyi;er14nmyixiagongyi,muqianshangchuyuyanfajieduan。
zhendui28nmjiyishangdechengshugongyiyanfa,zhuyaoyongyumanzushichangdechengshugongyichanpinxuqiu。gongsinitongguomujizijin,shiyongzaituidongxianjingongyichannengjianshe,bingshixiangongyijishushuipingdetisheng,jinyibupeiyangxingyeneideyanfarencai。
benyuezaikechuangbanshangshihouhuimujidaodaliangdezijin,danchulezheixietouzizhezhiwai,qishihaiyouxiangdangshuliangdezhengfuzizhu。
芯片制程及市场需求
dancongbandaotizhizaogongyidejiaodulaishuo,tongyixinpianzhizaogongsineigongyichicunyuexiao,qizhizaoshuipingyuexianjin。biruzhongxinguoji14nmgongyijiubizhongxinguoji28nmgongyiyaoxianjin,danruguoshizhongxinguoji14nmgongyihetaijidian14nmgongyizebunengzhijieduibi,xuyaogengduodecanshucainenghengliangqishuipingdegaodi。
neimeduiyuxinpianshejiqiyelaishuo,shenmeshihaodegongyi?dancongjishujiaodulaishuoyuexianjindegongyiyuehao。danduiyuqiyexuanzegongyideshihou,wangwangyehuikaolvhenduojishuzhiwaideyinsu。
价格:
zaixianzaizheigezhongleifanduodexinpianshichangshang,yicpu、gpuweishoudegaoduanxinpianyizhizaizhuipengzhezuixinzuixianjindebandaotizhizaogongyi。zheixiexinpianyikaogongyiqueshikeyixianzhutishengxinpianxingnengbingjiangdixinpiangonghao。danshixianzaishichangshanghaishiyoudaliangdexinpianbingbuxuyaozuixianjindegongyi。zheixiexinpiandegongnengbuxiangcpuneiyangduo,suoyijiegoujiaoweijiandan。zheizhongqingkuangxiabiqixianjindegongyi,qiyehuigengleyuxuanzechengshudegongyi,bijingchengshugongyidechengbengengdi。
设计经验:
muqianguoneibiruhuawei、hanwujidengshaoshugongsijuyouzaixianjinbandaotizhizaogongyixiashejixinpiandejingyan,bushaoqiyeqishishibujubeizheizhongshejijingyande。maoranchangshixinjishuduiyugongsilaishuoshiyixiangjuyoufengxiandejuece,tebieshixianyoujishunenggoumanzushichangxuqiudeqingkuangxia。
良品率:
yibanlaishuo,yuexianjindegongyiliangpinlvyuedi,tebieshichangshangxintuichudegongyi。erliangpinlvdijiuhuidaozhichannengdi。ruguoqiangxingxuanzezuixianjindezhizaogongyi,neimehenyoukenengyinweiliangpinlvdidaozhichannengdi,jinertuokuazhenggegongyinglian。birumoushoujidecpu,ruguoxuanyongzuixianjindezhizaogongyi,meigeyuenengchanchu20pian。ruguoxuanyongjiaoweichengshudezhizaogongyi,meigeyuenengchanchuyiqianpian。ershoujichangshangneibianyigeyuejiuyaomai800taishoujidehua,qiangxingxuanyongzuixianjindezhizaogongyiwuyishihuituokuazhenggegongyingliande。
功耗和热结构设计:
duiyubushaoyidongshebeilaishuoxinpiangonghaoshishifenmingande,zaidianchiyidingdeqingkuangxia,xinpiangonghaoyuedi,yidongshebeidexuhangnenglijiuyueqiang。guanyurejiegousheji,zhuyaoshikaolvxinpiandesanrewenti。daduoshucpuxinpianzaigaowenzhuangtaixiaxingnengbiaoxianhuibiancha,suoyizuoweishejizhehuijinkenengkongzhixinpiangongzuoshidewendu。jutifangshiyouhenduo,birutianjiadamianjisanrepianhefengshan。zheizhongfangshiduiyubijibendiannaolaishuokenenghaihao,duiyudianziyuanqijianmidujigaodeshoujilaishuojiuhenshechile。chucizhiwai,gengyouxiaodejiejuebanfaqishishijiangdixinpiandefare。xuanyonggengxianjindezhizaogongyijinengkongzhixinpiandegonghao,yenengjiangdixinpiandefare。
chushangshuyinsuzhiwaihaiyouhenduoqitadeyingxiangyinsu,zaizheixieyinsudeyingxiangxiahuidaozhixinpianshejichangshangduiyuxinpiangongyidexuqiuchuxianfenjiheduanceng。
bandaotizhizaogongyishichangxuqiujiegou
jiaoweiluohoudechengshugongyizhuyaoshifuwuyuduixinpianxingneng、gonghaodengyaoqiubutaigaodexinpian,zheileixinpiantongchanggongnengjiaoshao,dianlujiegoujiaoweijiandan。chengshugongyizhuyaoshifuwuyuduixinpianxingneng、gonghaodengyouyidingyaoqiudexinpian。zheileixinpiantongchangjubeigengduodegongneng,dianlujiegouyegengweifuzayixie。tongshiyeyouweilekekaoxing、baomidengyuanyinxuanyongcigongyidejunyong、gongyexinpian。zuixianjindegongyizhuyaoshifuwuyuduixinpianxingneng、gonghaodouyoujiaogaoyaoqiudexinpian,birugaoduancpu、gpu。
muqianbandaotixingyezuixianjindezhizaogongyizhuyaobawozaitaijidiandengchangshangdeshouzhong,zhongxinguojiduanqineihennanranzhi。erjiumuqianshichanglaishuo,zuixianjindexinpianzhizaogongyizhongleihaishijiaoshao,cunzaizhebuxiaodeshichangkongque。duiyujiaoweiluohoudechengshugongyihechengshugongyi,zhongxinguojizaixiangguanshichangshangbiaoxianlianghao。
中芯国际的收入结构
congbaobiaoshangwomenbunankanchu,weizhongxinguojishourutigongjiaodagongxiandeshi0.15/0.18weimigongyi、55/56namigongyi、40/45namigongyi。suiranzheibushizuizhongdelirun,danyouciyenengdagaipanduanchuzhongxinguojikehudexuqiujiegou。zhidezhuyideshi,zhongxinguojizuixianjinde14namigongyijishizai2020niandiyijiduyejinzhan1.3%,dierxianjinde28namigongyiyejinzhan6.5%。zheishuomingshichangduiyuchengshugongyidexuqiulianghaishixiangdangdade,chengshugongyisuiranjishushanglvexianluohou,danrengyouxiangdangdeyinglinengli。
zaizhaogushushangyouzheiyangyixiemiaoshubijiaoyinrenzhuyi,“baogaoqineigongsi28namichanpinmaolilvweifu”yiji“weilai,ruguo28namihe14namixiangguankehuxuqiuweinengkuaisutisheng,gongsimianlin28namizhichengchanpinchannengguosheng、shouruchixuxiajiang,14namiji28namizhichengchanpinshouruzhanbijiaodi、maolilvweifudefengxian。”
yejiushishuo28namixianzaizhengzaipeiqian,ruguojianglaishichangxuqiudabudaoyuqi,14namiyeyaopeiqian。
lingwaizaizhaogushuzhonghaitidao“jiangbufenyuanyongyu28namizhichengdetongyongshebeizhuanyongyushengchanyinglijiaogaodeqitazhichengchanpin。”
yinweihoumiantidaole14namizhichengweilaihendanxinkehuxuqiuweinengkuaisutisheng,suoyiwenzhongde“qitazhichengchanpin”kendingbushizhi14nami,ershiliru40namideng“gengchengshudegongyi”。erzheixiechengshudegongyicaishizhongxinguojiyanzhong“yinglijiaogaodechanpin”。
中芯国际的战略
zhongxinguojimuqianyinglijiaoduodeshichengshugongyi,neimeruguozhifazhanchengshugongyierbuquyanjiuxianjinshifoukexingni?
zaiduanqineikenengzheiyanghuiyoujiaohaodeshouyi,caiwubaobiaoyenenghaokanyixie。danshibandaotixingyeshiyigefeisufazhandexingye,yexuxianzaiyixielaodegongyihaikeyibeichengzhiwei“chengshugongyi”,neimejinianshijinianzhihouni?zheixielaogongyikejiuzhenbianchengle“taotaigongyi”le。erqiedaoneishixindegongyiduanqineishigenjinbushangde,laodegongyiyoumeirenyong,daoneishiqiyeshengcunjiuhuibianchengwentile。suoyijishishiweileweilaideshengcun,yeyaojiadayanfalidu,fazhanxianjingongyi。
shishishangzhongxinguojimeiniandouzaizengjiayanfafeiyong
yinweimeiguodexianzhi,zhongxinguojizaiduanqineiyinruasmlgongsideeuv(jiziwaiguang)guangkejibiandejiqikunnan。zheishidezhongxinguojihennanzhijiekuaru7namiyixiadexianjinzhichengzhong,buguozhongxinguojiduiciyeyoutadeyingduicelve。
zaozaijigeyueqian,zhongxinguojilianxiceoliangmengsongboshishoucigongkailezhongxinguojin+1、n+2daigongyideqingkuang。toulun+1gongyixiangbiyu14nmxingnengtisheng20%、gonghaojiangdi57%、luojimianjisuoxiao63%,socmianjisuoxiao55%,zhihouden+2gongyixingnenghechengbendougenggaoyixie。
erzaitouzirenshuominghuizhongzhongxinguojishengming:wangxiayanfaden+1gongyihen+2gongyibuhuiyongdaoeuvjishu,yujihuidengdaojitaijiuxuhou,caihuijiangn+2gongyizhuandaoeuvjishu。zhouzixue6riyezaidushuoming,gongsimuqianliangchanhezhuyaozaiyanxiangmu,douzanshibuxuyongdaoeuvguangkeji。
zongshangsuoshu,zhongxinguojidecelvejiushitianbuxinpianzhizaoxingyede“shengtaiwei”。birun+1gongyi,jiushibiyenei7namigongyixingnenglvecha,qiezhudadigonghaodegongyichanpin。tongguoyujingzhengduishouchanpindeyizhihua,zhanzhushuyuzijideshengtaiwei。