23.5 piriona, ka haere te unicorn super a Suzhou ki IPO

I muri i nga tau 9 o te kaipakihi, kua piki ake e Innoscience neke atu i te 6 piriona yuan i roto i te katoa o nga putea, a, kua eke tona uara ki te 23.5 piriona yuan. Ko te rarangi o nga kaipupuri putea he maha nga kamupene: Fukun Venture Capital, Dongfang State-owned Assets, Suzhou Zhanyi, Wujiang Industrial Investment, Shenzhen Business Venture Capital, Ningbo Jiake Investment, Jiaxing Jinhu Investment, Zhuhai Venture Capital, National Venture Capital, CMB International Capital, Everest Venture Capital, Huaye Tiancheng Capital, Zhongtian Huifu, Haoyuan Enterprise, SK Haina, ARM, Titanium Capital i arahina te haumi, Yida Capital, Haitong Innovation, Haina-Belgium Fund, SAIF Gaopeng, CMB Securities Investment, Wuhan Hi-Tech, Dongfang Fuxing, Yonggang Group, Huaye Tiancheng Capital… He aha te mea whakamiharo ko Zeng Yuqun o CATL i haumi 200 miriona. yuan i tona ingoa whaiaro.

I whakaturia i te tau 2015, ko Innoscience te kaihautu o te ao i roto i te mara o te tuatoru-whakatupuranga semiconductor silicon-based gallium nitride, a ko ia anake te kamupene IDM o te ao ka taea te whakaputa papatipu-nui me te iti ngaohiko gallium nitride maramara. Ko te hangarau Semiconductor te nuinga o nga wa e kiia ana ko te umanga a te tane, engari ko te kaiwhakarewa o Innoscience he taote wahine, a, he kaipakihi whakawhiti ano hoki ia, he tino titiro.

Ko nga kaiputaiao wahine NASA ka whakawhiti i nga ahumahi ki te mahi i nga waahanga tuatoru-whakatupuranga

Ko Innoscience he roopu PhD e noho ana i konei.

Tuatahi ko te kaiwhakarewa o te tohu kairangi a Luo Weiwei, 54 ona tau, he taote pangarau tono mai i Te Kunenga ki Massey i Aotearoa. I mua, i mahi a Luo Weiwei i NASA mo nga tau 15, mai i te kaiwhakahaere kaupapa matua ki te tino kaiputaiao. Whai muri i tana wehenga atu i te NASA, i whiriwhiri a Luo Weiwei ki te timata i tetahi pakihi. I tua atu i te Innoscience, he kaiwhakahaere ano a Luo Weiwei mo te kamupene rangahau me te whakawhanaketanga hangarau mata-moroiti. "Ko Luo Weiwei he kaipakihi matakite o te ao." Ka kii te panui.

Ko tetahi o nga hoa a Luo Weiwei ko Wu Jingang, i whakawhiwhia ki te tohu kairangi mo te matū tinana mai i te Hainamana Academy of Sciences i te tau 1994, ka noho hei Tumuaki. Ko tetahi atu hoa ko Jay Hyung Son, he wheako kaipakihi i roto i nga semiconductors, he tohu Paetahi mo te Putaiao mai i te Whare Wananga o California, Berkeley.

He roopu taote ano ta te kamupene, tae atu ki a Wang Can, he Ph.D. i roto i te Ahupūngao mai i te Whare Wananga o Peking, ko Takuta Yi Jiming, he ahorangi i te Kura Ture o Huazhong University of Science and Technology, Dr. Yang Shining, te perehitini tuarua matua o mua mo te whanaketanga hangarau me te whakangao i SMIC, me Dr. Chen Zhenghao, o mua te miihini matua o Intel, te kaiwhakarewa o Guangdong Jingke Electronics me te kaiwhiwhi o te Bronze Bauhinia Star i Hong Kong…

Ua arata‘i te hoê taote vahine ia Innoscience i nia i te hoê purumu pionie mana‘o-ore-hia, ma te rave i te hoê ohipa ta te mau taata e rave rahi o roto e ore e maia, ma te itoito rahi. I korero a Luo Weiwei mo tenei whakaoho:

"Ki taku whakaaro kia kaua te wheako e waiho hei aukati, hei aukati ranei mo te whanaketanga. Mena ka whakaaro koe ka taea, ka tuwhera katoa o whakaaro me o whakaaro nui ki a koe, ka kitea e koe he huarahi hei mahi. Akene ko nga tau 15 e mahi ana i NASA i kohia te maia mo taku tiimata o muri mai. Te ahua nei kaore au i te tino mataku ki te tuhura i te “whenua kore tangata”. Ka whakawa ahau i te whaihuatanga o tenei mea i te taumata mahi, katahi ka whakaoti i ia taahiraa i runga i te arorau. Ua haapapu atoa to tatou tupuraa e tae roa mai i teie nei e aita e rave rahi mau ohipa i roto i teie nei ao e ore e nehenehe e rave.”

I hui tahi tenei roopu o nga taranata hangarau-nui, e whai ana ki te papaa o te kainga - gallium nitride power semiconductors. He tino marama ta ratou whainga, ki te hanga i te turanga hanga gallium nitride nui rawa atu o te ao e mau ana i te tauira mekameka ahumahi katoa me te whakauru i te hoahoa, rangahau me te whanaketanga, hanga me nga hoko.

He aha te mea nui te tauira pakihi? He whakaaro marama to Innoscience.

Hei whakatutuki i te whakamahinga whanui o te hangarau gallium nitride i te maakete, ko te mahi hua me te pono ko te turanga anake, me etahi atu tohu mamae e toru.

Ko te tuatahi ko te utu. Me whakarite he utu iti kia pai ai te tangata ki te whakamahi. Ko te tuarua ko te whai mana hanga papatipu nui. Tuatoru, ki te whakarite i te pumau o te mekameka tuku taputapu, ka taea e nga kaihoko te whakapau kaha ki te whakawhanaketanga o nga hua me nga punaha. Na reira, i whakatau te roopu ma te whakarahi noa i te kaha whakaputa o nga taputapu gallium me te whai raina whakaputa motuhake me te whakahaere ka taea te whakatau i nga mamae o te whakatairanga nui o nga taputapu hiko gallium nitride i te maakete.

I runga i te rautaki, i whakamahi rautaki a Innoscience i nga wafers 8-inihi mai i te timatanga. I tenei wa, kei te tipu haere te rahi o nga semiconductors me te whakarea uaua o nga mahi whakangao. I roto i te katoa o te reanga tuatoru-whakatupuranga semiconductor, he maha nga kamupene kei te whakamahi tonu i nga tikanga 6-inihi, 4-inihi ranei, a ko Innoscience anake te paionia ahumahi ki te hanga maramara me nga tukanga 8-inihi.

He kaha te mahi a Innoscience. I tenei ra, kua mohio te roopu ki te mahere tuatahi me te rua inihi 8-inihi te hanga gallium nitride e hangai ana i te silicon. Koia te kaihanga taputapu gallium nitride teitei rawa atu o te ao.

Na te mea he nui te ihirangi hangarau me te kaha o te matauranga, kei te 700 nga paanui me nga tono patent puta noa i te ao, e kapi ana i nga waahanga matua penei i te hoahoa maramara, te hanga taputapu, te hanga wafer, te kapi me te whakamatautau pono. Ko tenei hoki i tino titiro ki te ao. I mua, e toru nga whakawakanga a Innoscience i tukuna e nga kaiwhakataetae kee e rua mo te takahi i nga rawa hinengaro o etahi o nga hua o te kamupene. Heoi, i kii a Innoscience i te maia ka tutuki i a ia te wikitoria mutunga me te matawhānui i roto i te tautohetohe.

Tata ki te 600 miriona nga hua o tera tau

He mihi ki tana matapae tika mo nga ahuatanga o te umanga me te rangahau hua me te kaha whanaketanga, kua eke a Innoscience ki te tipu tere.

E whakaatu ana te prospectus mai i te 2021 ki te 2023, ko nga moni whiwhi a Innoscience ko te 68.215 miriona yuan, 136 miriona yuan me te 593 miriona yuan, me te reeti tipu o te tau o te 194.8%.

I roto i a raatau, ko te kaihoko nui rawa atu a Innoscience ko "CATL", a ko te CATL he 190 miriona yuan i whakawhiwhia ki te kamupene i te tau 2023, e 32.1% o te moni whiwhi.

Ko Innoscience, kei te tipu haere tonu ana moni whiwhi, kaore ano kia whai hua. I roto i te wa purongo, i ngaro a Innoscience 1 piriona yuan, 1.18 piriona yuan me te 980 miriona yuan, te tapeke 3.16 piriona yuan.

I runga i te whakatakotoranga a-rohe, ko Haina te kaupapa pakihi a Innoscience, me nga hua o te 68 miriona, 130 miriona me te 535 miriona i roto i te waa ripoata, ko te 99.7%, 95.5% me te 90.2% o te katoa o nga moni whiwhi i taua tau.

Kei te āta whakamaheretia hoki te whakatakotoranga o tawahi. I tua atu i te whakatuu wheketere i Suzhou me Zhuhai, kua whakatuu ano hoki e Innoscience etahi apiti ki Silicon Valley, Seoul, Belgium me etahi atu waahi. Kei te puhoi te tipu haere o nga mahi. Mai i te 2021 ki te 2023, ko te maakete o tawahi o te kamupene he 0.3%, 4.5% me te 9.8% o te katoa o nga moni whiwhi i taua tau, a ko nga hua i te 2023 kua tata ki te 58 miriona yuan.

Ko te take e taea ai e ia te tere tere o te whakawhanaketanga ko te nuinga o tana rautaki whakautu: I mua i nga rereketanga o nga hiahia o nga kaihoko o raro i roto i nga momo tono, e rua nga ringaringa o Innoscience. I tetahi taha, e aro ana ki te paerewa paerewa o nga hua nui, ka tere te whakawhānui i te tauine whakaputa me te akiaki i nga mahi. I tetahi atu taha, ka aro ki te hoahoa kua whakaritea kia tere te whakautu ki nga hiahia ngaio a nga kaihoko.

E ai ki a Frost & Sullivan, ko Innoscience te kamupene tuatahi o te ao ki te whakatutuki i te hanga papatipu o nga wafers gallium nitride 8-inihi-a-silicon-based, me te 80% te pikinga o te hua angiangi me te 30% te whakahekenga o te utu mo te taputapu kotahi. Hei te mutunga o te tau 2023, ka eke ki te 10,000 nga angiangi mo ia marama.

I te tau 2023, kua tukuna e Innoscience nga hua gallium nitride ki te 100 nga kaihoko i te kainga me nga whenua o waho, a kua tukuna e ia nga otinga hua i roto i te lidar, i nga pokapū raraunga, i nga korero 5G, i te kaha-nui me te pai o te utu tere, te utu ahokore, te utu waka, nga taraiwa rama rama, me etahi atu. Ka mahi tahi ano te kamupene me nga kaihanga o roto me nga iwi ke penei i a Xiaomi, OPPO, BYD, ON Semiconductor, me MPS kei te tono. whanaketanga.

I haumi a Zeng Yuqun i te 200 miriona yuan, ka puta mai he 23.5 piriona super unicorn.

Ko te tuatoru-whakatupuranga semiconductor he kore e kore he ara nui e peti ana mo te heke mai. I te wa e tata ana te hangarau-hangarau ki tona rohe whanaketanga, ko nga semiconductors-whakatupuranga tuatoru e tohuhia ana e te gallium nitride me te silicon carbide ka huri hei ngaru e arahi ana i te reanga hangarau korero.

Ka rite ki te tuatoru-whakatupuranga rauemi semiconductor, gallium nitride he nga painga o te pāmahana teitei ātete, ngaohiko tiketike ātete, auau tiketike, mana teitei, me ētahi atu, a he auau huringa pūngao tiketike me te rahi iti. Ka whakatauritea ki nga taputapu silicon, ka taea e ia te whakaheke i te kaha o te kaha ki te neke atu i te 50% me te whakaiti i te ruri taputapu neke atu i te 75%. He tino whanui nga tumanakohanga tono. Na te pakeke o te hangarau whakangao nui, ko te tono mo te gallium nitride ka puta te tipu pahū.

Ma te huarahi pai me te roopu kaha, he tino rongonui a Innoscience i te maakete tuatahi. Ko te whakapaipai me te kanohi koi kei te tohe ki te haumi. Tata ki nga wahanga katoa o te tahua moni a Innoscience he moni nui rawa atu.

E whakaatu ana te prospectus kua whiwhi tautoko a Innoscience mai i nga putea ahumahi a-rohe penei i a Suzhou Zhanyi, Zhaoyin Nama 1, Zhaoyin Win-Win, Wujiang Industrial Investment, me Shenzhen Business Venture Capital mai i tona whakaturanga. I te Paenga-whāwhā 2018, i whakawhiwhia e Innoscience te haumi mai i Ningbo Jiake Investment me Jiaxing Jinhu, me te moni haumi o 55 miriona yuan me te whakapaipai rehita o 1.78 piriona yuan. I te marama o Hurae o taua tau ano, i hanga e Zhuhai Venture Capital he haumi rautaki mo te 90 miriona yuan i roto i te Innoscience.

I te tau 2019, ka oti e Innoscience te putea B a tawhio noa 1.5 piriona yuan, me nga kaipupuri moni tae atu ki a Tongchuang Kairangi, Xindong Venture Capital, Motu Moni, Everest Venture Capital, Huaye Tiancheng, CMB International, me etahi atu, me te whakauru i a SK China, ARM, Hangarau Inamata. , me Jinxin Microelectronics. I tenei wa, 25 nga kaipupuri hea a Innoscience.

I te marama o Haratua 2021, i oti i te kamupene he putea C a tawhio noa 1.4 piriona yuan, me nga kaipupuri moni tae atu ki: Shenzhen Co-Creation Future, Zibo Tianhui Hongxin, Suzhou Qijing Investment, Xiamen Huaye Qirong me etahi atu umanga haumi. I tenei wahanga moni, i haina a Zeng Yuqun ki te whakapaipai rehita a Innoscience o 75.0454 miriona yuan me te 200 miriona yuan hei kaipupuri moni takitahi.

I te Hui-tanguru 2022, ka oti ano e te kamupene he putea D a tawhio noa ki te 2.6 piriona yuan, ka arahina e Titanium Capital, ka whai mai ko Yida Capital, Haitong Innovation, Haina-Belgium Fund, CDH Gaopeng, CMB Investment me etahi atu umanga. I te mea ko ia te kaipakihi matua i tenei rauna, neke atu i te 20% o te whakapaipai i uru mai a Titanium Capital i tenei rauna, a ko ia hoki te kaihautu nui rawa atu, e 650 miriona yuan te haumi.

I te Paenga-whāwhā 2024, i whakangaohia e Wuhan Hi-Tech me Dongfang Fuxing tetahi atu 650 miriona yuan kia noho hei kaipakihi E-round. E whakaatu ana te prospectus ko te nui o te moni putea a Innoscience i neke atu i te 6 piriona yuan i mua i tana IPO, a kua eke tona uara ki te 23.5 piriona yuan, ka taea te kiia he super unicorn.

Ko te take i uru mai ai nga umanga ki te haumi i roto i te Innoscience, ko ta Gao Yihui, te kaiwhakarewa o Titanium Capital, i kii, "Gallium nitride, he momo hou o te rauemi semiconductor, he mara hou. Koia hoki tetahi o nga mara iti kare i tawhiti ki muri i nga whenua o kee, a tera pea ka mau i taku whenua. He tino whanui nga tirohanga o te maakete.

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Wā tuku: Hune-28-2024
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