中芯国际赵海军:AI配套芯片需求旺盛 Q2中国区收入增长22%

格隆汇
Aug 14
中芯国际联合CEO赵海军在业绩会上表示,由于人工智能配套芯片需求旺盛,海外订单回流以及在地化制造继续加强,第二季度中国区的收入增长幅度最大为22%。收入以应用来看,智能手机、电脑与平板、消费电子、互联与可穿戴、工业与汽车收入占比分别为17%、16%、44%、7%和17%,绝对值环比均有提升,由于公司将产能更多调配给需求紧缺的领域,使得人工智能配套的电脑与平板、工业与汽车收入绝对值环比增长在4成左右。其他应用虽然终端整体下行,但客户的提前拉货抵消了部分影响,使得智能手机、消费电子、互联与可穿戴收入绝对值实现了8%、16%、13%的成长。

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