中芯(00981.HK)稱需求增長超預期及擴產進度延期 導致芯片產能緊張
內媒報道,中芯國際(00981.HK)全球銷售及市場資深副總裁彭進在論壇上發表主題演講,提到去年曾預計今年中芯將顯著擴產,以滿足客戶的需求,包括8英寸增加2.5萬片,12英寸增加3萬片。但實際則在過去一年完成了8英寸3萬片,12英寸2萬多片的擴產,但產能依然十分緊張,主要與兩個原因有關。
彭進指,第一個原因是市場的需求增長遠超預期。包括5G的到來推動手機和基站對芯片的需求增長,據高通預測,今年全球5G手機出貨量將達到2億部,明年將達到5.5億部。而手機從4G升級到5G時,每部手機的PMIC芯片數量也從平均4至5顆增加到了7至8顆。
他又稱,產能緊張的另一個原因是因擴產的速度很難以追上需求的增長,今年在疫情影響下,全球主要供應商暫停出貨,即便設備進廠了也沒有團隊安裝,直接導致產能擴充進度延期。
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