PDF《中芯国际介绍》

s reliance on these materials. ? 中国集成电路产业机遇 ? 中芯简介 ? 中芯业绩 ? 成长战略 ? 总结

4 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials.

4 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials. 集成电路产业是战略性、基础性和先导性产业 战略性 基础性 先导性 智能手机 平板电脑 笔记本电脑 数字电视 显示器 机顶盒 大数据 云计算 5G 物联网 可穿戴设备 智能家居 智能物流 智能工业 汽车电子 无人驾驶 人工智能

5 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials.

5 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials.

7 8

10 12

12 20

26 33

43 54

69 74

82 89

87 82

89 95

100 106

2011 2012

2013 2014

2015 2016

2017 2018F 2019F 2020F 中国设计 全球设计 美国

57 日本

35 中国 $240 其它 $162 美国 $64 日本 $41 中国 $16 其它 $100 中国芯片市场快速成长 中国设计市场成长率 (十亿美金) 中芯来自于中国市场的收入 快速成长 (百万美金)

431 578

837 852 1,0671,447 1,466 1,985

2011 2012

2013 2014

2015 2016

2017 2018 中国已成为全球最大芯片市场 (十亿美金)

2000 C 中国市场份额: 7% 2018E C 中国市场份额: 49% ~4倍 来源: 中芯根据第三方数据分析得来, 更新于2019年1季度 来源: 中芯根据第三方数据分析得来, 更新于2018年4季度 (未经审核)

6 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials.

6 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials.

64 84

94 95

100 110

18 21

26 31

37 45

2016 2017 2018F 2019F 2020F 2021F 中国芯片市场驱动代工业成长 国内芯片消费市场体量巨大 ? 国内芯片消费占全球49%份额 ? 2018年本地品牌购买芯片价值约940亿美金 本地品牌 本地设计 本地代工 中国芯片市场,本地品牌,本地设计&

本地代工 (十亿美金) *包含本地系统公司 中国芯片需求和供给 (十亿美金) 来源: 中芯根据第三方数据分析得来, 更新于2018年4季度 来源: 中芯根据第三方数据分析得来, 更新于2018年2季度

7 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'

s reliance on these materials.

7 SMIC Presentation All copyrights and IP belong to SMIC. For reference only and may not be copied or distributed without written permission from SMIC. SMIC shall not be responsible for any party'