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中芯國際(688981.SH):大宗標準產品價格相對低於小批量的特殊產品

格隆匯8月15日丨中芯國際(688981.SH)近期在接待投資者調研時表示,小批量、特殊產品的價格不同於大宗標準產品。公司在提升產能的時候遇到行業下行,做一些大宗標準產品填產,如DDIC、TDDI、CIS、ISP、專用存儲等。大宗標準產品價格相對低於小批量的特殊產品。其次,8英寸廠正面臨三個主要挑戰。第一,智能手機低迷導致電源管理芯片庫存過高,投片量降低,價格也呈現下降趨勢。第二,8英寸廠供應的模擬電路市場,國際IDM公司和設計公司競爭激烈,市場下行,訂單減少,價格下降。第三,大屏的LCD驅動芯片,由於需求萎縮,市場在下降。8英寸晶圓的價格下降,以及大宗標準產品的比例提升,導致平均銷售單價環比下降。

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