Miliyari 23.5, super unicorn ya Suzhou igiye muri IPO

Nyuma yimyaka 9 yo kwihangira imirimo, Innoscience yakusanyije miliyari zisaga 6 z'amadorari mu gutera inkunga yose, kandi agaciro kayo kageze kuri miliyari 23.5. Urutonde rwabashoramari ni rurerure nkibigo byinshi: Fukun Venture Capital, Umutungo wa Leta wa Dongfang, Suzhou Zhanyi, Ishoramari ry’inganda Wujiang, Shenzhen Business Venture Capital, Ishoramari rya Ningbo Jiake, Ishoramari rya Jiaxing Jinhu, Umurwa mukuru wa Venture, Umurwa mukuru wa CMB, Umurwa mukuru wa Venture Venture, Umurwa mukuru wa Huaye Tiancheng, Zhongtian Huifu, Uruganda rwa Haoyuan, SK Ubushinwa, ARM, Titanium Capital yayoboye ishoramari, Yida Capital, Haitong Innovation, Ikigega cy’Ubushinwa n’Ububiligi, SAIF Gaopeng, Ishoramari rya CMB, Wuhan Hi-Tech, Dongfang Fuxing, Itsinda rya Yonggang, Umurwa mukuru wa Huaye Tiancheng… Igitangaje ni uko Zeng Yuqun wo muri CATL nawe yashoye miliyoni 200 Yuan mwizina rye bwite.

Yashinzwe mu 2015, Innoscience nuyoboye isi yose mubijyanye na generation ya gatatu ya semiconductor silicon ishingiye kuri gallium nitride, kandi ni nisosiyete imwe rukumbi IDM ku isi ishobora icyarimwe kubyara umusaruro mwinshi kandi mwinshi wa gallium nitride. Tekinoroji ya Semiconductor ikunze gufatwa nkinganda yiganjemo abagabo, ariko uwashinze Innoscience ni umuganga wumugore, kandi na rwiyemezamirimo wambukiranya inganda, mubyukuri birashimishije.

Abashakashatsi b'abagore ba NASA bambuka inganda kugirango bakore igice cya gatatu cya semiconductor

Innoscience ifite amatsinda ya PhD yicaye hano.

Uwa mbere ni uwashinze impamyabumenyi ya Luo Weiwei, ufite imyaka 54, akaba ari umuganga w’imibare ikoreshwa muri kaminuza ya Massey muri Nouvelle-Zélande. Mbere, Luo Weiwei yakoraga muri NASA imyaka 15, kuva umuyobozi mukuru wumushinga kugeza siyanse mukuru. Nyuma yo kuva muri NASA, Luo Weiwei yahisemo gutangiza umushinga. Usibye Innoscience, Luo Weiwei ni umuyobozi w'ikigo cyerekana ubushakashatsi na tekinoroji ya tekinoroji ya micro-ecran. Ati: “Luo Weiwei ni rwiyemezamirimo wo ku rwego rw'isi kandi ufite icyerekezo.” Icyizere cyavuze.

Umwe mu bafatanyabikorwa ba Luo Weiwei ni Wu Jingang, wahawe impamyabumenyi y'ikirenga ya dogiteri na chimie physique yakuye mu Ishuri Rikuru ry'Ubushinwa mu 1994 kandi akora nk'umuyobozi mukuru. Undi mufatanyabikorwa ni Jay Hyung Son, ufite uburambe bwo kwihangira imirimo muri semiconductor kandi afite impamyabumenyi ya Bachelor of Science yakuye muri kaminuza ya California, Berkeley.

Isosiyete ifite kandi itsinda ry'abaganga, barimo Wang Can, impamyabumenyi y'ikirenga. muri Physique yakuye muri kaminuza ya Peking, Dr. Yi Jiming, umwarimu mu ishuri ry’amategeko muri kaminuza y’ubumenyi n’ikoranabuhanga ya Huazhong, Dr. Yang Shining wahoze ari visi perezida mukuru w’iterambere ry’ikoranabuhanga n’inganda muri SMIC, na Dr. Chen Zhenghao wahoze ari injeniyeri mukuru wa Intel, washinze Electronics ya Guangdong Jingke akaba yarahawe inyenyeri ya Bronze Bauhinia muri Hong Kong…

Umuganga wumugore yayoboye Innoscience mumuhanda wubupayiniya butunguranye, akora ikintu abantu benshi batinyuka gukora, nubutwari budasanzwe. Luo Weiwei yavuze ibi kubyerekeye gutangira:

Ati: “Ntekereza ko uburambe butagomba kuba imbogamizi cyangwa inzitizi ku iterambere. Niba utekereza ko bishoboka, ibyumviro byawe byose n'ubwenge bwawe bizakingurirwa, kandi uzabona uburyo bwo kubikora. Birashoboka ko imyaka 15 yakoraga muri NASA yakusanyije ubutwari bwinshi kugirango ntangire. Ntabwo bigaragara ko mfite ubwoba bwinshi bwo gushakisha mu "butaka bwumugabo". Nzareba niba bishoboka iki kintu kurwego rwo kurangiza, hanyuma ndangize intambwe ku yindi nkurikije logique. Iterambere ryacu kugeza ubu ryerekanye kandi ko kuri iyi si nta bintu byinshi bidashobora kugerwaho. ”

Iri tsinda ryimpano yubuhanga buhanitse ryateraniye hamwe, rigamije ubusa murugo - gallium nitride power semiconductor. Intego yabo irasobanutse neza, kubaka uruganda runini rwa gallium nitride ku isi ifata urugero rwuzuye rwinganda kandi igahuza igishushanyo, ubushakashatsi niterambere, umusaruro no kugurisha.

Kuki icyitegererezo cyubucuruzi ari ngombwa? Innoscience ifite igitekerezo gisobanutse.

Kugirango ugere ku ikoreshwa rya tekinoroji ya gallium nitride ku isoko, imikorere y'ibicuruzwa no kwizerwa nibyo shingiro gusa, kandi izindi ngingo eshatu zibabaza zigomba gukemurwa.

Iya mbere ni ikiguzi. Igiciro kiri hasi kigomba gushyirwaho kugirango abantu bemeye kugikoresha. Iya kabiri ni ukugira ubushobozi bunini bwo gutanga umusaruro. Icya gatatu, kugirango tumenye neza urwego rwogutanga ibikoresho, abakiriya barashobora kwitangira iterambere ryibicuruzwa na sisitemu. Iri tsinda rero ryanzuye ko mu kwagura ubushobozi bw’ibikoresho bya galiyo no kugira umurongo wigenga wigenga kandi ushobora kugenzurwa hashobora gukemurwa ingingo zibabaza zo kuzamura cyane ibikoresho bya elegitoroniki ya gallium nitride ku isoko.

Muburyo, Innoscience yakoresheje ingamba za 8-santimetero kuva mu ntangiriro. Kugeza ubu, ingano ya semiconductor hamwe na coefficente yingorabahizi yinganda zigenda ziyongera cyane. Mu gisekuru cya gatatu cyiterambere rya semiconductor, ibigo byinshi biracyakoresha inzira ya santimetero 6 cyangwa 4, kandi Innoscience niyo isanzwe ikora inganda zikora chip hamwe na santimetero 8.

Innoscience ifite ubushobozi bukomeye bwo gukora. Uyu munsi, itsinda ryabonye gahunda yambere kandi rifite ibice bibiri bya 8 bya silicon ishingiye kuri gallium nitride. Nubushobozi bukomeye bwa gallium nitride ikora ibikoresho.

Na none kubera ibirimo byinshi byikoranabuhanga hamwe nubumenyi-bushingiye ku bumenyi, isosiyete ifite patenti zigera kuri 700 hamwe n’ibisabwa ku isi hose, bikubiyemo ibintu by'ingenzi nko gushushanya chip, imiterere y'ibikoresho, gukora wafer, gupakira no gupima kwizerwa. Ibi kandi byari bishimishije amaso mpuzamahanga. Mbere, Innoscience yahuye n’imanza eshatu zatanzwe n’abanywanyi babiri b’abanyamahanga kubera ko bashobora guhungabanya umutungo bwite w’ubwenge ku bicuruzwa byinshi by’isosiyete. Icyakora, Innoscience yavuze ko ifite icyizere ko izagera ku ntsinzi ya nyuma kandi yuzuye muri ayo makimbirane.

Umwaka ushize amafaranga yinjije agera kuri miliyoni 600

Bitewe no guhanura neza ibijyanye ninganda nubushakashatsi bwibicuruzwa nubushobozi bwiterambere, Innoscience yageze ku iterambere ryihuse.

Iterambere ryerekana ko kuva 2021 kugeza 2023, amafaranga yinjira muri Innoscience azaba miliyoni 68.215, miliyoni 136 na miliyoni 593, hamwe n’ubwiyongere bw’umwaka buri mwaka bwa 194.8%.

Muri bo, abakiriya benshi ba Innoscience ni “CATL”, naho CATL yatanze miliyoni 190 z'amafaranga y'u Rwanda mu isosiyete mu 2023, bingana na 32.1% by'amafaranga yinjiza yose.

Innoscience, amafaranga yinjiza akomeje kwiyongera, ntarabona inyungu. Mu gihe cyo gutanga raporo, Innoscience yatakaje miliyari 1, miliyari 1.18 na miliyoni 980, yose hamwe ikaba miliyari 3.16.

Ku bijyanye n'imiterere y'akarere, Ubushinwa nicyo cyibandwaho mu bucuruzi bwa Innoscience, bwinjije miliyoni 68, miliyoni 130 na miliyoni 535 mu gihe cya raporo, bingana na 99.7%, 95.5% na 90.2% by'amafaranga yinjije muri uwo mwaka.

Imiterere yo mumahanga nayo irategurwa buhoro buhoro. Usibye gushinga inganda muri Suzhou na Zhuhai, Innoscience yashizeho kandi amashami mu kibaya cya Silicon, Seoul, Ububiligi n'ahandi. Imikorere nayo iragenda yiyongera buhoro. Kuva mu 2021 kugeza 2023, isoko ry’isosiyete yo mu mahanga ryagize 0.3%, 4.5% na 9.8% by’amafaranga yinjije muri uwo mwaka, naho amafaranga yinjiye mu 2023 agera kuri miliyoni 58.

Impamvu ishobora kugera ku muvuduko wihuse witerambere biterwa ahanini ningamba zayo zo gusubiza: Imbere yo guhindura ibyifuzo byabakiriya bo hasi mubikorwa bitandukanye, Innoscience ifite amaboko abiri. Ku ruhande rumwe, yibanda ku bipimo ngenderwaho by’ibicuruzwa bikomeye, bishobora kwagura vuba umusaruro w’ibicuruzwa no gutwara umusaruro. Kurundi ruhande, yibanda ku gishushanyo cyihariye kugirango gisubize vuba ibyifuzo byabakiriya.

Nk’uko Frost & Sullivan abitangaza ngo Innoscience n’isosiyete ya mbere ku isi yageze ku musaruro mwinshi wa waferi ya gallium nitride ishingiye kuri silikoni-8, hiyongereyeho 80% by’umusaruro wa wafer ndetse no kugabanya 30% igiciro cy’igikoresho kimwe. Mu mpera za 2023, ubushobozi bwo gushushanya formula buzagera kuri 10,000 wafers buri kwezi.

Mu 2023, Innoscience yatanze ibicuruzwa bya gallium nitride kubakiriya bagera ku 100 mu gihugu ndetse no hanze yarwo, kandi yasohoye ibisubizo byibicuruzwa muri lidar, ibigo byamakuru, itumanaho rya 5G, ubwinshi bwihuse kandi bwihuse bwihuse, kwishyuza bidafite insinga, kwishyuza imodoka, gutwara amatara ya LED, n'ibindi Isosiyete ikorana kandi n’abakora mu gihugu n’amahanga nka Xiaomi, OPPO, BYD, ON Semiconductor, na MPS mugutezimbere porogaramu.

Zeng Yuqun yashoye miliyoni 200, kandi miliyari 23.5 super unicorn yagaragaye

Igice cya gatatu cya semiconductor ntagushidikanya ni inzira nini ihitamo ejo hazaza. Mugihe ikoranabuhanga rishingiye kuri silicon ryegereje imipaka yiterambere ryaryo, igice cya gatatu cyigice cya gatatu cyerekanwa na gallium nitride na karbide ya silicon bigenda bihinduka umuraba uyobora ibisekuruza bizaza byikoranabuhanga.

Nkibisekuru bya gatatu bya semiconductor, nitride ya gallium ifite ibyiza byo guhangana nubushyuhe bwo hejuru, kurwanya voltage nyinshi, inshuro nyinshi, ingufu nyinshi, nibindi, kandi bifite umuvuduko mwinshi wo guhindura imbaraga nubunini buto. Ugereranije nibikoresho bya silikoni, irashobora kugabanya gutakaza ingufu hejuru ya 50% no kugabanya ibikoresho byibikoresho birenga 75%. Ibyifuzo byo gusaba ni binini cyane. Hamwe no gukura kwikoranabuhanga rinini cyane, umusaruro wa nitride ya gallium uzana iterambere riturika.

Hamwe n'inzira nziza hamwe nitsinda rikomeye, Innoscience isanzwe ikunzwe cyane kumasoko yambere. Igishoro gifite ijisho rityaye birihutira gushora imari. Hafi ya buri cyiciro cyo gutera inkunga Innoscience ni amafaranga menshi cyane.

Icyerekezo cyerekana ko Innoscience yahawe inkunga n’amafaranga y’inganda zaho nka Suzhou Zhanyi, Zhaoyin No 1, Zhaoyin Win-Win, Ishoramari ry’inganda Wujiang, na Shenzhen Business Venture Capital kuva yashingwa. Muri Mata 2018, Innoscience yakiriye ishoramari rya Ningbo Jiake ishoramari na Jiaxing Jinhu, ishoramari ingana na miliyoni 55 z'amafaranga y'u Rwanda n'umurwa mukuru wanditseho miliyari 1.78. Muri Nyakanga uwo mwaka, Zhuhai Venture Capital yashoye imari ingana na miliyoni 90 Yuan muri Innoscience.

Muri 2019, Innoscience yarangije gutera inkunga icyiciro cya B ingana na miliyari 1.5 z'amafaranga y'u Rwanda, hamwe n'abashoramari barimo Tongchuang Excellence, Xindong Venture Capital, Capital Venture Capital, Everest Venture Capital, Huaye Tiancheng, CMB International, n'ibindi, maze bamenyekanisha SK Ubushinwa, ARM, Ikoranabuhanga ryihuse. , na Jinxin Microelectronics. Muri iki gihe, Innoscience ifite abanyamigabane 25.

Muri Gicurasi 2021, isosiyete yarangije gutera inkunga C ingana na miliyari 1.4 z'amadorari, hamwe n'abashoramari barimo: Shenzhen Co-Creation Future, Zibo Tianhui Hongxin, Suzhou Qijing Investment, Xiamen Huaye Qirong n'ibindi bigo by'ishoramari. Muri iki cyiciro cyo gutera inkunga, Zeng Yuqun yiyandikishije ku mari shingiro ya Innoscience ingana na miliyoni 75.0454 hamwe na miliyoni 200 z'amadorari nk'umushoramari ku giti cye.

Muri Gashyantare 2022, isosiyete yongeye kurangiza gutera inkunga icyiciro cya D ingana na miliyari 2.6 z'amayero, iyobowe na Titanium Capital, ikurikirwa na Yida Capital, Haitong Innovation, Ikigega cy'Ubushinwa n'Ububiligi, CDH Gaopeng, ishoramari rya CMB n'ibindi bigo. Nkumushoramari wambere muri iki cyiciro, Titanium Capital yatanze umusanzu urenga 20% muri iki cyiciro kandi ni n’umushoramari munini, ushora miliyoni 650.

Muri Mata 2024, Wuhan Hi-Tech na Dongfang Fuxing bashoye andi miliyoni 650 kugira ngo babe abashoramari ba E-round. The prospectus yerekana ko amafaranga yatanzwe na Innoscience yarenze miliyari 6 mbere ya IPO, kandi agaciro kayo kageze kuri miliyari 23.5, zishobora kwitwa super unicorn.

Impamvu yatumye ibigo byinjira mu gushora imari muri Innoscience ni uko, nk'uko Gao Yihui, washinze Titanium Capital, yabivuze, “Gallium nitride, nk'ubwoko bushya bw'ibikoresho bya semiconductor, ni umurima mushya. Nimwe mumirima mike itari inyuma yamahanga kandi birashoboka cyane ko izarenga igihugu cyanjye. Icyizere cy'isoko ni kinini cyane. ”

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Igihe cyo kohereza: Jun-28-2024
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