中芯國際(00981.HK)料明年收入錄低雙位數升幅 高於同業水平
中芯國際(00981.HK)預計今年第四季收入按季增長11%至13%,聯合首席執行官趙海軍在電話會議上表示,預計收入增長會來自產能擴張及平均單價提升,延續上一季增長勢頭。他預計,明年行業收入會有低雙位數增長,料增幅高於行內平均水平。
趙海軍指,整體而言美國、歐亞、中國客戶的新產品下線(next tape-out)均有不俗增長,今年國外內客人增長率相若,主要因爲中國客戶希望在地生產,以及部分客戶在原先的代工廠未能獲分配產能,而轉移到集團。
他續指,目前汽車所需半導體主要是原廠生產,代工生產商只有5%是用於汽車,目前集團用於汽車所生產的產品佔比不高,不過正積極提升該比例。至於行業認爲2023年或2024年初是汽車半導體的拐點,因電動車使用的集成電路和分類器件量較傳統車多4至5倍,屆時電動車對集成電路需求,將會高過目前所有類別汽車的需求總量。
趙海軍認爲,手機出貨量雖然欠佳,但代工年底前產能仍非常緊張,目前產能遠遠不足。他稱,集團正在第四季加速批覈申請、採購及運輸等,以滿足全年資本開支計劃。
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