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中芯国际赵海军:客户提前拉货抵消了部分终端下行影响

8月14日,中芯国际联合CEO赵海军在二季度业绩会上介绍,当季晶圆收入以应用来看,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%、17%,绝对值环比均有所提升。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、电脑与平板、工业与汽车收入绝对值环比增长在四成左右。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,使得手机、消费、互联与可穿戴收入绝对值实现了8%、16%和13%的成长。(证券时报)
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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