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SMIC's 14nm FinFET process begins customer introduction!
时间：2018-12-18
On August 9, SMIC released its second quarterly report for 2018. According to the announcement, SMIC not only achieved revenue and net profit growth in the second quarter, but also made significant progress in the 14nm process!
Second quarter revenue, net profit and double harvest
According to the announcement, SMIC achieved revenue of US$891 million in the second quarter of 2018, up 18.6% year-on-year and 7.2% quarter-on-quarter. The net profit of homelessness was US$51.199 million, up 42.3% year-on-year and 75.6% quarter-on-quarter.
In the second quarter, SMIC's sales without technology licensing revenue were US$838 million, up 11.5% year-on-year and 15.8% quarter-over-quarter, mainly due to the increase in wafer shipments in the second quarter of 2018.
According to the data, in the second quarter, SMIC's 8-inch equivalent wafer shipments were 1.258 million units, up 24.1% year-on-year and 16.1% quarter-on-quarter.
In addition to the increase in revenue and net profit, SMIC also improved its monthly capacity and capacity utilization rate in the second quarter.
In terms of monthly production capacity, SMIC's 8-inch equivalent wafers increased from 447,800 in the first quarter to 449,100, mainly due to the change in product mix in the second quarter; capacity utilization rate was 94.1%, compared with the same period last year ( 85.7%) and the first quarter of this year (88.3%) have improved significantly.
In terms of process share, SMIC's second quarter accounted for the highest proportion of 0.15/018 micron process, while 28nm accounted for a small percentage of wafer sales, but it increased significantly from the previous quarter, from 3.2% to 8.6%. .
In the first quarter, due to the traditional off-season of smartphones, SMIC’s 28-nm revenue declined. At that time, SMIC’s co-CEO Liang Mengsong said that as the market recovers, the 28-nm product revenue ratio will return to a high position. The level of numbers seems to be true now.
The announcement also stated that in addition to 28nm PolySiON and HKC, SMIC's 28nm HKC+ technology development has also been completed, and 28nm HKC continues to increase, and the yield has reached the industry level.
In this regard, SMIC's co-CEO, Dr. Zhao Haijun and Dr. Liang Mengsong commented that SMIC is in a period of transition. Encouraging initial progress has been made in advancing technology, building platforms and building partnerships. At the same time, it is expected to move towards a high single-digit income growth target this year. As demand and capacity utilization picked up in the second quarter, China's revenue, excluding technology licensing revenue, grew by 14% and 38% year-on-year.
“We will continue to expand and upgrade our mature and advanced technology platform to provide customers with comprehensive and competitive services. As the preferred foundry partner in China, we believe that the company will benefit from the growth opportunities in the Chinese chip market.” The CEO stressed.
In fact, SMIC has been catching up with the gaps in advanced process technology with foundry leaders such as TSMC and Samsung. This has enabled SMIC to not only serve as the co-chief executive at the end of 2017, but also hopes to use its past experience to guide and accelerate the process of SMIC's 14nm FinFET process, enabling it to reach 2019. The goal of production.
In addition, SMIC also announced at the beginning of this year that it will jointly invest USD 10.24 billion with the two government industry funds to accelerate the R&D program of advanced processes of 14nm and below, and finally achieve a monthly production of 35,000 pieces. aims.
Now it seems that this strategy has achieved remarkable results, and the goal of mass production of 14-nanometer process next year is gradually getting closer.
In addition, in the 28nm area, with the development of 28nm HKC+ technology, 28nm HKC continues to increase, yield increase, and revenue in this area is expected to increase. As of the first quarter of this year, SMIC's 28nm revenue declined. At that time, Liang Mengsong said that the reason for this situation is that for the smart phone industry, the first quarter is the traditional off-season, while the 28nm products are mainly aimed at smartphones and other products, so it will have a greater impact on 28nm. He pointed out that with the recovery of the market, 28nm will return to a high single digit level.
Now, with the improvement in production capacity of HKC+ and HKC, it is expected that more customers and orders will be available.
The decline in gross profit in the second quarter was mainly due to the increase in R&D investment and the beginning of depreciation, which had a certain impact on profits. Tomorrow, the collection of micro-network will bring more detailed financial report interpretation of SMIC.
If SMIC's 14nm FinFET process officially enters mass production, it means that the relevant products that are handed over to overseas OEMs in the Chinese market will be expected to return to China by SMIC. In the future, when China is actively ridding its semiconductor chips and relying on imports and further replacing them with domestic chips, SMIC will still be one of the key players in China's semiconductor industry, and with the endless supply of funds from China, It is expected to achieve even greater achievements in the foundry market.
Second quarter revenue, net profit and double harvest
According to the announcement, SMIC achieved revenue of US$891 million in the second quarter of 2018, up 18.6% year-on-year and 7.2% quarter-on-quarter. The net profit of homelessness was US$51.199 million, up 42.3% year-on-year and 75.6% quarter-on-quarter.
In the second quarter, SMIC's sales without technology licensing revenue were US$838 million, up 11.5% year-on-year and 15.8% quarter-over-quarter, mainly due to the increase in wafer shipments in the second quarter of 2018.
According to the data, in the second quarter, SMIC's 8-inch equivalent wafer shipments were 1.258 million units, up 24.1% year-on-year and 16.1% quarter-on-quarter.
In addition to the increase in revenue and net profit, SMIC also improved its monthly capacity and capacity utilization rate in the second quarter.
In terms of monthly production capacity, SMIC's 8-inch equivalent wafers increased from 447,800 in the first quarter to 449,100, mainly due to the change in product mix in the second quarter; capacity utilization rate was 94.1%, compared with the same period last year ( 85.7%) and the first quarter of this year (88.3%) have improved significantly.
In terms of process share, SMIC's second quarter accounted for the highest proportion of 0.15/018 micron process, while 28nm accounted for a small percentage of wafer sales, but it increased significantly from the previous quarter, from 3.2% to 8.6%. .
In the first quarter, due to the traditional off-season of smartphones, SMIC’s 28-nm revenue declined. At that time, SMIC’s co-CEO Liang Mengsong said that as the market recovers, the 28-nm product revenue ratio will return to a high position. The level of numbers seems to be true now.
The announcement also stated that in addition to 28nm PolySiON and HKC, SMIC's 28nm HKC+ technology development has also been completed, and 28nm HKC continues to increase, and the yield has reached the industry level.
In this regard, SMIC's co-CEO, Dr. Zhao Haijun and Dr. Liang Mengsong commented that SMIC is in a period of transition. Encouraging initial progress has been made in advancing technology, building platforms and building partnerships. At the same time, it is expected to move towards a high single-digit income growth target this year. As demand and capacity utilization picked up in the second quarter, China's revenue, excluding technology licensing revenue, grew by 14% and 38% year-on-year.
“We will continue to expand and upgrade our mature and advanced technology platform to provide customers with comprehensive and competitive services. As the preferred foundry partner in China, we believe that the company will benefit from the growth opportunities in the Chinese chip market.” The CEO stressed.
In fact, SMIC has been catching up with the gaps in advanced process technology with foundry leaders such as TSMC and Samsung. This has enabled SMIC to not only serve as the co-chief executive at the end of 2017, but also hopes to use its past experience to guide and accelerate the process of SMIC's 14nm FinFET process, enabling it to reach 2019. The goal of production.
In addition, SMIC also announced at the beginning of this year that it will jointly invest USD 10.24 billion with the two government industry funds to accelerate the R&D program of advanced processes of 14nm and below, and finally achieve a monthly production of 35,000 pieces. aims.
Now it seems that this strategy has achieved remarkable results, and the goal of mass production of 14-nanometer process next year is gradually getting closer.
In addition, in the 28nm area, with the development of 28nm HKC+ technology, 28nm HKC continues to increase, yield increase, and revenue in this area is expected to increase. As of the first quarter of this year, SMIC's 28nm revenue declined. At that time, Liang Mengsong said that the reason for this situation is that for the smart phone industry, the first quarter is the traditional off-season, while the 28nm products are mainly aimed at smartphones and other products, so it will have a greater impact on 28nm. He pointed out that with the recovery of the market, 28nm will return to a high single digit level.
Now, with the improvement in production capacity of HKC+ and HKC, it is expected that more customers and orders will be available.
The decline in gross profit in the second quarter was mainly due to the increase in R&D investment and the beginning of depreciation, which had a certain impact on profits. Tomorrow, the collection of micro-network will bring more detailed financial report interpretation of SMIC.
If SMIC's 14nm FinFET process officially enters mass production, it means that the relevant products that are handed over to overseas OEMs in the Chinese market will be expected to return to China by SMIC. In the future, when China is actively ridding its semiconductor chips and relying on imports and further replacing them with domestic chips, SMIC will still be one of the key players in China's semiconductor industry, and with the endless supply of funds from China, It is expected to achieve even greater achievements in the foundry market.
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