国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月18日消息，中芯国际表示，该公司的产线非常满，三季度产能利用率达到95.8%，订单 很多，产线供不应求。 四季度指引没有大的跃升的原因之一是手机市场现在存储器特别紧缺，价格也涨得非常厉 害。 据 中芯国际 财报显示，该公司前三季度营收约495.1亿元，同比增加18.2%；归属于上市公 司股东的净利润约38.18亿元，同比大增41.1%；毛利率为 23.2%，同比增长5.6个百分点。 单看第三季度，中芯国际营业收入171.62亿元，环比增长6.9%；实现净利润15.17亿元，同 比增长43.1%；毛利率为25.5%，环比上升4.8个百分点；产能利用率上升至95.8%，环比增 长3.3个百分点。 财报显示，中芯国际的产能利用率进一步提升，从第二季度的92.5%上升至95.8%，折合8英 寸标准逻辑月产产能达到百万片。 整体来看，存储的影响是双向的。对当前是提拉订单，对来年是看不清。据观察，存储供应短缺或过剩 5%就有可能给价格带来成倍的影响。目前行业供应存在缺口，预计高价位态势将持续。 此外，NO ...

Core Viewpoint - The article highlights the challenges faced by the semiconductor industry, particularly in the memory/storage segment, due to rising prices and supply constraints impacting smartphone manufacturers [1][3]. Group 1: Industry Challenges - Global memory/storage prices are surging, creating pressure on smartphone manufacturers [1]. - SMIC's CEO Zhao Haijun warned of tight supply in memory chips, leading to cautious procurement behavior among clients in the smartphone sector [1][3]. Group 2: Financial Performance - In Q3, SMIC's sales revenue by region was 86% from China, 11% from the US, and 3% from Eurasia, with China's revenue increasing by 11% quarter-over-quarter due to accelerated supply chain shifts and expanding domestic market demand [3]. - Despite Q4 being a traditional off-season, the ongoing effects of supply chain transitions are expected to keep demand stable, countering typical seasonal slowdowns [3]. Group 3: Market Dynamics - The rising prices of large memory or storage smartphones are causing significant pressure on manufacturers, who may have to pass costs onto consumers, risking loss of this customer segment [3].

Core Viewpoint - The current acceleration in the industry chain transition is highlighted, with the company actively cooperating with clients to ensure shipments, leading to an increase in production capacity and shipment volume in Q3 [1] Group 1: Company Performance - The average selling price increased by 3.8% quarter-on-quarter due to a rise in shipments of more complex products [1] - The company anticipates total sales revenue to exceed $9 billion for the year, marking a significant milestone in revenue scale [1] Group 2: Market Conditions - In Q4, typically a slow season for the industry, client inventory replenishment has slowed; however, the ongoing effects of industry chain iteration are expected to keep demand strong, resulting in a "not-so-slow" off-season [1] - The production lines remain in a state of supply shortage despite the seasonal slowdown [1]