中芯國際(688981.SH):12英寸的佔比上升使得整體ASP上升
格隆匯2月13日丨中芯國際(688981.SH)在業績說明會上表示,四季度ASP上升有兩個原因,第一、四季度是淡季,通常新接訂單和產線投片量會略少於其他的季度,使得產能利用率一般情況下會下降。四季度出貨的晶圓佔比里12英寸更多了,8英寸減少了,8英寸的光罩層數比較少,ASP相對低一些,12英寸的佔比上升使得整體ASP上升。第二、淡季的時候,減單較多的是價格比較低的大宗商品,還在投片或出貨的,一般都是差異化和客製化的產品,相對價格也會高一點。
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