As each season average monthly wafer production and shipments grew, and the market demand for the next four years, the mainland's most main industry smic wafer generations, in 2016 the first quarter said the assembly said, will once again raised its 2016 full-year wafer (CapEx) generation GongZiBen spending to $2.5 billion.
The company just held in mid-february 2015 fourth quarter earnings will said that due to the mainland semiconductor market demand rapid growth, so plan to wafer generation GongZiBen spending in 2016, from $1.57 billion in 2015, raising $2.1 billion, 33.7% amplitude modulation. Now once again announced a $2.5 billion, from $2.1 billion, increased by 19.0%.
Smic's chief executive said chiu, facing the rapidly growing market demand, the company sales growth is still restricted by the existing capacity.
According to new results from smic, in the first three months of 2016, the company is 8 inch wafer (8 - inch equivalent wafer) monthly capacity increased 20.3% on average, shipments is increased by 25.5%. In the first three months of capacity utilization rate reached 98.8%.
The current smic wafer foundry revenue accounted for 95.7% of overall revenue so to increase company revenue or sales, you must expand wafer production capacity.
Smic, said $2.5 billion is expected to use in three main aspects. The first is to expand 8 inches 12 inches factory is located in Beijing, shenzhen factory, Shanghai 12 inches factory, as well as the new joint venture is located in jiangyin 12 inches factory capacity.
Second is to fully fund, focus on research and development of 14 nai metric process logic chip technology. Finally is used in the equipment research and development, mask, and on the acquisition of intellectual property rights.
The company hopes the end of 2016, 8 inches in shenzhen factory, Shanghai 12 inches factory factory, Beijing, Beijing B - 1 joint average monthly production capacity reached 30000, 20000, 45000 and 20000.
Smic EE Times reported that the largest competitors, such as TSMC and Samsung Electronics, Samsung Electronics, mainly through 14 or 16 nai metric process technology for Apple (Apple) and Qualcomm (Qualcomm), and other industry wafer foundry production. Smic's most advanced process technology, is 28 to 40 nanotechnology.
Although the smic has embarked on the 14 nanotechnology research and development, however, chiu said 28 nanoscale market demand is still strong, 40 nanometers demand is more robust.
Smic currently 28 nanotechnology has one major customers, the company said, another four customers are ready to join with 28 nano products.
Results the data shows, at present the company 28 nanometers and 40 nanotechnology revenue accounted for only 0.4% and 19.7% of the overall wafer revenue. Yet provides about 25% of the gross profit margin.
