Wapampando wa kampani ya chip: Sindikukhulupirira kuti makasitomala amangofuna tchipisi, mosasamala mtengo wake

Wapampando wa Macronix a Wu Minqiu adati dzulo (27) kuti kuchokera pakampani pakadali pano kuyitanitsa / kutumiza katundu (mtengo wa B / B), "msika uli wabwino kwambiri kotero kuti sindimakhulupirira." Tsopano yankho loyamba la makasitomala ndi " kufika, mtengo sindiwo phindu. ”Macronix ipitilizabe kuthamanga kuti itumizidwe, makamaka pantchito yamagalimoto.

Zogulitsa zazikulu za Macronix zimaphatikizira tchipisi tating'onoting'ono, chikumbukiro cha mtundu wosungira (NAND Flash), ndi kukumbukira-kuwerenga kokha (ROM). Mwa zina, Tchipisi tating'onoting'ono ndizofunikira pazinthu zonse zamagetsi, ndipo zotuluka pazogwirizana ndi Macronix ndi mtsogoleri wapadziko lonse lapansi m'makampani. Wu Minqiu adalankhula za kutumiza kwabwino kwa mizere itatu yayikulu yazogulitsa, zomwe zikuwonetsa msika wamagetsi womwe ukukula panthawiyi.

Macronix adachita msonkhano walamulo dzulo ndipo adalengeza kuti phindu lake lonse kota yoyamba linali pafupifupi 34.3%, zomwe zidakwera kuchokera ku 32.4% m'gawo lachinayi la chaka chatha ndi 31.3% munthawi yomweyi chaka chatha; %, kutsika kwakatatu kwa maperesenti awiri, ndikuchepa pachaka kwa maperesenti a 0.3. Pofika pasadakhale ndalama zokwanira yuan 48 miliyoni pazowonongeka kwa mitengo, kotala limodzi la kotala linali pafupifupi yuan 916 miliyoni, kuchepa kwa kotala ya 21%, kuchepa pachaka kwa 25%, ndi phindu lonse la yuan 0.5 pa gawo.

Ponena za magwiridwe antchito a kotala yoyamba, Wu Minqiu adawonetsa kuti ndalama zosinthira New Taiwan dollar chaka chatha zinali 5% zosiyana mosiyana ndi chaka chino, ndipo chiwonjezocho chidakhudzanso ma yuan 500 miliyoni. kotala yoyamba iyenera kukhala yabwinoko ndikupitilira yuan 10 biliyoni.

Ziwerengero za Macronix mu kotala yoyamba zidafika ku yuan 13.2 biliyoni, kuchokera ku 12.945 biliyoni yuan kotala yapita. Wu Minqiu adatsimikiza kuti tchipisi ndiwotchuka kwambiri chaka chino.Mizere itatu yamalonda ikuyembekezeka kukhala ndi ndalama zopitilira 7 biliyoni kusanachitike kotala lachitatu. zikuluzikulu m'malo ochepa otsatirawa.

Wu Minqiu amakhulupirira kuti kotala yachiwiri sichidzakhudzidwanso ndi zinthu monga kusinthana, kusanthula, ndi ndalama za R & D za 3D NAND. Ntchito zizikhala bwino kuposa kotala yoyamba. Nthawi yomweyo, kuwonjezeka kwamitengo kudzathandizira kukonza phindu, ndi chitani mwachangu ntchito zamagalimoto zamagetsi zamagalimoto NOR. Zikuyembekezeka kuti phindu lokwanira komanso phindu lonse m'gawo loyamba liyenera kukhala locheperako chaka chino, ndipo zikhala bwino kuposa kotala yoyamba mtsogolo.

Malinga ndi ziwerengero za Macronix, mu kotala yoyamba, NOR terminal application inali ndi 28% yolumikizirana, yotsatiridwa ndi 26% yamakompyuta, 17% yogwiritsa ntchito, 16% ya IMA (control industrial, medical and aerospace), ndi 13% yamagalimoto .

Wu Minqiu adati mgawo loyamba, kugwiritsa ntchito makompyuta kudakulirakulira, makamaka chifukwa chakuchulukirachulukira kwa ntchito zakutali chifukwa cha mliriwu.Ngakhale ndalama zopangira magalimoto zidatsika ndi 2%, zidakwera ndi 8% pachaka. pakuchepa kwaposachedwa kwa tchipisi tamagalimoto, Palinso Moto mufakitole yayikulu yaku Japan yasokoneza, koma pakadali pano, zikuwoneka kuti kufunika kwa magalimoto kukupitilirabe kukulirakulira, ndipo zogwirizana ndi Macronix zikadali ndi malo okula kwambiri.

Wu Minqiu adanenetsa kuti msika wonse wamagalimoto opangira magalimoto a OR akuti akuyerekeza pafupifupi US $ 1 biliyoni.Misika yayikulu yaku Macronix ili ku Japan, South Korea ndi Europe. Posachedwapa, makasitomala atsopano aku Europe nawonso alowa nawo. kutengera chitsimikizo cha chitetezo ndipo akuyembekezeka kulowa mgalimoto yamagetsi.

Malinga ndi ziwerengero zamkati mwa Macronix, kampaniyo inali yachiwiri kukula kwa magalimoto a chip chip padziko lapansi chaka chatha. Zikuyembekezeka kuti Macronix NOR tchipisi chaka chino Msika wamagalimoto azikhala woyamba padziko lapansi.

Kuphatikiza apo, Macronix yatumiza kale ma tchipisi a 3D NAND 48-layer kwa kasitomala mu Epulo chaka chino. Tikuyembekeza kuti malonda amakasitomala adzatumizidwa bwino theka lachiwiri la chaka, ndipo ntchito za Macronix zithandizidwa. Pazinthu za 96-wosanjikiza 3D NAND, padzakhalanso mwayi wopanga zovomerezeka chaka chino.

Fakitole 6-inchi ikuyembekeza kugulitsa posachedwa

Polankhula zakugulitsa nsalu yake ya inchi 6, wapampando wa Macronix a Wu Minqiu awulula dzulo (27) kuti zifukwa ziwiri zidapangitsa kuti kampaniyo igamulitse kutaya nsalu ya inchi 6. Chimodzi ndikuti nsalu ya 6-inchi ndi yakale kwambiri, chachiwiri ndi nsalu zina sizoyenera kupanga zinthu zokumbukira zomwe Macronix akuchita. Ponena za phindu la fakitole wa 6-inchi, Wu Minqiu adati akuyembekeza kuti posachedwa, malinga ndi mgwirizano, sizidzawerengedwa m'gawo lachiwiri kapena lachitatu.

Wu Minqiu adatsimikiza kuti kugulitsa kwa Macronix fakitale ya 6-inchi ndikwabwino kwa kampaniyo m'kupita kwanthawi.Chifukwa chachikulu ndichakuti ngakhale fakitala wa 6-inchi yawonongedweratu ndikumangidwanso, palibe malo okwanira a fakitale yatsopano. Kuphatikiza apo, fakitole 6-inchi imasinthidwa kukhala fakitale ya 8-inchi kapena fakitale ya mainchesi 12. Fakitoleyo ilibe mphamvu zokwanira kuti ithe kupirira.

Polankhula zakupezeka ndi kufunika kwa msika wokumbukira, Wu Minqiu adati, "Makasitomala nthawi zonse amafuna kupeza katundu, ndiye kuti mtengo wake siwambiri. Tsopano zilibe kanthu komwe kuli, bola atha kubweretsa, ndalama si vuto. "

Wu Minqiu adatinso atawona kuti opanga ma NAND ambiri asintha kupita ku 3D ndikuzimitsa SLC NAND, Macronix yakhala yokhazikika pamundawu ndipo yakhala mtsogoleri pakati pawo.

Wu Minqiu adanenanso kuti ndizovuta kuwonjezera mphamvu zopanga zatsopano chaka chino chifukwa cha nthawi yayitali yobweretsa zida.Kuwonetsetsa kuti zida za NOR zipitilirabe lero komanso chaka chamawa, ngakhale mainland atangotsegula kumene mphamvu, zitha Zili pazogulitsa zotsika. Njira ya Macronix Ndizovuta kutengera ena opanga. Kuphatikiza pakupereka zogulitsa zapamwamba zokha kwa makasitomala aku Japan, palinso makasitomala atsopano aku Europe.

Potengera kuchuluka kwa mphamvu, Wu Minqiu adanenanso kuti fakitale ya 8-inchi ya Macronix imatha kukhala ndi zidutswa za 45,000 pamwezi, makamaka popanga tchipisi cha NOR ndikukhazikitsa maziko; fakitole 12-inchi ili ndi gawo lalikulu kwambiri la ma tchipisi a NOR, chotsatiridwa ndi NAND.Chips, ndipo pomaliza ma ROM, ndizofunikira kwambiri pamalire opeza phindu.