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中芯(00981.HK)称需求增长超预期及扩产进度延期 导致芯片产能紧张
阿思达克 12-10 16:58
内媒报道,中芯国际(00981.HK)全球销售及市场资深副总裁彭进在论坛上发表主题演讲,提到去年曾预计今年中芯将显着扩产,以满足客户的需求,包括8英寸增加2.5万片,12英寸增加3万片。但实际则在过去一年完成了8英寸3万片,12英寸2万多片的扩产,但产能依然十分紧张,主要与两个原因有关。

彭进指,第一个原因是市场的需求增长远超预期。包括5G的到来推动手机和基站对芯片的需求增长,据高通预测,今年全球5G手机出货量将达到2亿部,明年将达到5.5亿部。而手机从4G升级到5G时,每部手机的PMIC芯片数量也从平均4至5颗增加到了7至8颗。

他又称,产能紧张的另一个原因是因扩产的速度很难以追上需求的增长,今年在疫情影响下,全球主要供应商暂停出货,即便设备进厂了也没有团队安装,直接导致产能扩充进度延期。

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