Kamora lilemo tse 9 tsa khoebo, Innoscience e phahamisitse li-yuan tse fetang limilione tse likete tse 6 ka kakaretso ea lichelete, 'me boleng ba eona bo fihlile ho li-yuan tse libilione tse 23.5. Lenane la batseteli le bolelele ba lik'hamphani tse ngata: 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 China, ARM, Titanium Capital e etelletse pele matsete, Yida Capital, Haitong Innovation, China-Belgium Fund, SAIF Gaopeng, CMB Securities Investment, Wuhan Hi-Tech, Dongfang Fuxing, Yonggang Group, Huaye Tiancheng Capital… Ke eng e khahlang ke hore Zeng Yuqun oa CATL le eena o tsetetse li-yuan tse limilione tse 200 lebitsong la hae.
E thehiloe ka 2015, Innoscience ke moetapele oa lefats'e lefapheng la moloko oa boraro oa semiconductor silicon-based gallium nitride, hape ke eona feela k'hamphani ea IDM lefatšeng e ka khonang ho hlahisa li-chips tsa gallium nitride tse phahameng le tse tlase ka nako e le 'ngoe. Theknoloji ea semiconductor hangata e nkuoa e le indasteri e laoloang ke banna, empa mothehi oa Innoscience ke ngaka ea basali, hape ke rakhoebo oa liindasteri tse ngata, tse khahlang mahlo.
Bo-rasaense ba basali ba NASA ba tšela liindasteri ho etsa li-semiconductors tsa moloko oa boraro
Innoscience e na le sehlopha sa PhD se lutseng mona.
Pele ke mothehi oa bongaka Luo Weiwei, ea lilemo li 54, eo e leng ngaka ea lipalo tse sebelisitsoeng ho tsoa Univesithing ea Massey e New Zealand. Pejana, Luo Weiwei o sebelitse NASA ka lilemo tse 15, ho tloha ho mookameli oa projeke e kholo ho isa ho rasaense ea ka sehloohong. Kamora ho tloha NASA, Luo Weiwei o ile a khetha ho qala khoebo. Ntle le Innoscience, Luo Weiwei hape ke motsamaisi oa k'hamphani ea lipatlisiso le nts'etsopele ea mahlale a ponts'o le li-micro-screen. "Luo Weiwei ke rakhoebo oa maemo a holimo oa lefats'e oa saense le ea bonang lipono." The prospectus e boletse.
E mong oa balekane ba Luo Weiwei ke Wu Jingang, ea fumaneng lengolo la bongaka la k'hemistri ea 'mele ho tsoa ho Chinese Academy of Sciences ka 1994 mme a sebetsa joalo ka CEO. Molekane e mong ke Jay Hyung Son, ea nang le phihlelo ea khoebo ka li-semiconductors 'me o na le lengolo la Bachelor of Science le tsoang Univesithing ea California, Berkeley.
Khamphani e boetse e na le sehlopha sa lingaka, ho kenyeletsoa Wang Can, Ph.D. ho Fisiks ho tloha Univesithing ea Peking, Dr. Yi Jiming, moprofesa Sekolong sa Molao sa Huazhong University of Science and Technology, Dr. Yang Shining, eo e kileng ea e-ba motlatsi oa mopresidente oa tsoelo-pele ea theknoloji le tlhahiso ea SMIC, le Dr. Chen Zhenghao, oa mehleng. moenjiniere ea ka sehloohong oa Intel, mothehi oa Guangdong Jingke Electronics le moamoheli oa Bronze Bauhinia Star ho la Hong Kong…
Ngaka ea mosali e ile ea etella pele Innoscience tseleng ea bopula-maliboho e neng e sa lebelloa, e etsa ntho eo batho ba bangata ba ka hare ho eona ba neng ba ke ke ba iteta sefuba ho e etsa, ka sebete se sa tloaelehang. Luo Weiwei o boletse sena mabapi le qalo ena:
"Ke nahana hore boiphihlelo ha boa lokela ho ba tšitiso kapa tšitiso ho nts'etsopele. Haeba u nahana hore ke ntho e ka etsahalang, likelello tsohle tsa hau le bohlale li tla buleha ho eona, 'me u tla fumana mokhoa oa ho e etsa. Mohlomong e bile lilemo tse 15 tsa ho sebetsa NASA tse ileng tsa bokella sebete se seholo bakeng sa ho qala ha ka hamorao. Ha ke bonahale ke na le tshabo e kalo mabapi le ho hlahloba “lefatshe le se nang motho”. Ke tla ahlola ho khoneha ha ntho ena boemong ba ho bolaoa, ebe ke e tlatsa mohato ka mohato ho latela logic. Tsoelo-pele ea rōna ho fihlela joale e boetse e pakile hore ha ho na lintho tse ngata lefatšeng lena tse ke keng tsa finyelloa.”
Sehlopha sena sa litalenta tsa theknoloji e phahameng se ile sa bokana hammoho, se lebisitse ho sekheo sa lehae - gallium nitride power semiconductors. Sepheo sa bona se hlakile haholo, ho haha motheo o moholo ka ho fetisisa oa tlhahiso ea gallium nitride lefatšeng o amohelang mohlala o feletseng oa ketane ea indasteri mme o kopanya moralo, lipatlisiso le nts'etsopele, tlhahiso le thekiso.
Ke hobane'ng ha mokhoa oa khoebo o le bohlokoa hakaale? Innoscience e na le mohopolo o hlakileng.
Ho finyella ts'ebeliso e atileng ea theknoloji ea gallium nitride 'marakeng, ts'ebetso ea sehlahisoa le ho tšepahala ke motheo feela,' me lintlha tse ling tse tharo tsa bohloko li hloka ho rarolloa.
Ea pele ke litšenyehelo. Theko e batlang e le tlaase e tlameha ho behoa e le hore batho ba ikemisetse ho e sebelisa. Ea bobeli ke ho ba le matla a maholo a tlhahiso ea bongata. Ea boraro, ho netefatsa botsitso ba ketane ea phepelo ea lisebelisoa, bareki ba ka inehela ho nts'etsopele ea lihlahisoa le litsamaiso. Ka hona, sehlopha se ile sa etsa qeto ea hore feela ka ho atolosa matla a tlhahiso ea lisebelisoa tsa gallium le ho ba le mohala oa tlhahiso o ikemetseng le o laolehang, lintlha tse bohloko tsa ts'ebetso e kholo ea lisebelisoa tsa motlakase tsa gallium nitride 'marakeng li ka rarolloa.
Ka maano, Innoscience e ile ea amohela li-wafers tsa 8-inch ho tloha qalong. Hajoale, boholo ba li-semiconductors le bothata ba ts'ebetso ea ts'ebetso ea tlhahiso li ntse li eketseha haholo. Lenaneong lohle la nts'etsopele ea semiconductor ea moloko oa boraro, lik'hamphani tse ngata li ntse li sebelisa mekhoa ea 6-inch kapa 4-inch, 'me Innoscience e se e ntse e le eona feela pula-maliboho ea indasteri ea ho etsa li-chips ka mekhoa ea 8-inch.
Innoscience e na le matla a matla a ho phethahatsa. Kajeno, sehlopha se hlokometse moralo oa pele mme se na le metheo e 'meli ea tlhahiso ea gallium nitride ea silicon e thehiloeng ho 8-inch. Ke moetsi oa lisebelisoa tsa gallium nitride tse phahameng ka ho fetisisa lefatšeng.
Hape ka lebaka la litaba tsa eona tse phahameng tsa thekenoloji le tsebo e matla, k'hamphani e na le litokelo tsa molao tse ka bang 700 le likopo tsa patent lefatšeng ka bophara, tse koahelang likarolo tsa bohlokoa joalo ka moralo oa li-chip, sebopeho sa sesebelisoa, tlhahiso ea li-wafer, ho paka le tlhahlobo ea ts'epo. Sena se ne se boetse se hohela mahlo ho feta tekano machabeng. Pejana, Innoscience e ile ea tobana le linyeoe tse tharo tse hlahletsoeng ke bahlolisani ba babeli ba kantle ho naha bakeng sa tlolo ea molao e ka bang teng ea thepa ea mahlale ea lihlahisoa tse 'maloa tsa k'hamphani. Leha ho le joalo, Innoscience e re e na le ts'epo ea hore e tla fihlela tlholo ea ho qetela le e felletseng phehisanong ena.
Chelete ea selemo se fetileng e ne e ka ba limilione tse 600
Ka lebaka la polelo ea eona e nepahetseng ea mekhoa ea indasteri le lipatlisiso tsa lihlahisoa le bokhoni ba nts'etsopele, Innoscience e fihletse kholo e potlakileng.
Prospectus e bonts'a hore ho tloha 2021 ho isa 2023, lekeno la Innoscience e tla ba li-yuan tse limilione tse 68.215, li-yuan tse limilione tse 136 le li-yuan tse limilione tse 593, ka ho latellana, ka sekhahla sa kholo ea selemo le selemo sa 194.8%.
Har'a bona, moreki e moholo oa Innoscience ke "CATL", mme CATL e kentse li-yuan tse limilione tse 190 ho lekeno ho k'hamphani ka 2023, e leng karolo ea 32.1% ea lekhetho lohle.
Innoscience, eo chelete ea eona e ntseng e hōla, ha e e-s'o etse phaello. Nakong ea tlaleho, Innoscience e lahlehetsoe ke li-yuan tse limilione tse likete tse 1, li-yuan tse limilione tse likete tse 1.18 le li-yuan tse limilione tse 980, e leng kakaretso ea li-yuan tse limilione tse likete tse 3.16.
Mabapi le sebopeho sa libaka, China ke eona e shebaneng le khoebo ea Innoscience, e nang le lekeno la limilione tse 68, limilione tse 130 le limilione tse 535 nakong ea tlaleho, e leng 99.7%, 95.5% le 90.2% ea lekhetho lohle selemong sona seo.
Moralo oa mose ho maoatle o ntse o reroa butle-butle. Ntle le ho theha lifeme Suzhou le Zhuhai, Innoscience e boetse e thehile lithuso ho Silicon Valley, Seoul, Belgium le libakeng tse ling. Tshebetso e boetse e hola butle. Ho tloha ka 2021 ho isa ho 2023, 'maraka oa mose ho maoatle oa k'hamphani o ne o le 0.3%, 4.5% le 9.8% ea kakaretso ea lekeno selemong sona seo,' me lekeno ka 2023 le ne le le haufi le li-yuan tse limilione tse 58.
Lebaka leo ka lona e ka fihlelang tsoelo-pele e potlakileng ke haholo-holo ka lebaka la leano la eona la ho arabela: Ha ho tobane le litlhoko tse fetohang tsa bareki ba tlaase libakeng tse fapaneng tsa kopo, Innoscience e na le matsoho a mabeli. Ka lehlakoreng le leng, e shebana le maemo a lihlahisoa tse kholo, tse ka holisang sekhahla sa tlhahiso le ho khanna tlhahiso. Ka lehlakoreng le leng, e tsepamisitse maikutlo ho moralo o hlophisitsoeng ho arabela ka potlako litlhoko tsa litsebi tsa bareki.
Ho ea ka Frost & Sullivan, Innoscience ke k'hamphani ea pele ea lefats'e ea ho finyella tlhahiso e kholo ea li-wafers tsa gallium nitride tsa silicon tse 8-inch, ka keketseho ea 80% ea tlhahiso ea liphaephe le phokotso ea 30% ea theko ea sesebelisoa se le seng. Qetellong ea 2023, bokhoni ba moralo oa foromo bo tla fihla ho li-wafers tse 10,000 ka khoeli.
Ka 2023, Innoscience e fane ka lihlahisoa tsa gallium nitride ho bareki ba ka bang 100 malapeng le linaheng tse ling, 'me e lokolotse tharollo ea lihlahisoa ka lidar, litsi tsa data, puisano ea 5G, ho tjhaja ka potlako le ka mokhoa o nepahetseng, ho tjhaja waelese, lisebelisoa tsa koloi, bakhanni ba mabone a LED, joalo-joalo Khamphani e boetse e sebelisana le bahlahisi ba malapeng le ba kantle ho naha joalo ka Xiaomi, OPPO, BYD, ON Semiconductor, le MPS ntshetsopeleng ya dikopo.
Zeng Yuqun e tsetetse li-yuan tse limilione tse 200, 'me ho ile ha hlaha superunicorn e limilione tse likete tse 23.5.
Semiconductor ea moloko oa boraro ntle le pelaelo ke pina e kholo e bechang ka bokamoso. Ha theknoloji e thehiloeng ka silicon e atamela moeli oa tsoelo-pele, li-semiconductors tsa moloko oa boraro tse emeloang ke gallium nitride le silicon carbide li fetoha leqhubu le etellang pele moloko o latelang oa theknoloji ea tlhahisoleseding.
Joaloka thepa ea semiconductor ea moloko oa boraro, gallium nitride e na le melemo ea ho hanyetsa mocheso o phahameng, ho hanyetsa matla a matla, maqhubu a phahameng, matla a phahameng, joalo-joalo, 'me e na le sekhahla se phahameng sa ho fetola matla le boholo bo fokolang. Ha ho bapisoa le lisebelisoa tsa silicon, e ka fokotsa tahlehelo ea matla ka ho feta 50% le ho fokotsa molumo oa thepa ka ho feta 75%. Melemo ea kopo e pharaletseng haholo. Ka kholo e kholo ea theknoloji ea tlhahiso e kholo, tlhoko ea gallium nitride e tla tlisa kholo e phatlohang.
Ka pina e ntle le sehlopha se matla, Innoscience ka tlhaho e tumme haholo 'marakeng oa mantlha. Motse-moholo o nang le leihlo le nchocho o ntse o batla ho tsetela. Hoo e ka bang potoloho e 'ngoe le e 'ngoe ea lichelete tsa Innoscience ke chelete e ngata haholo ea lichelete.
The prospectus e bontša hore Innoscience e fumane tšehetso ho lichelete tsa indasteri ea lehae tse kang Suzhou Zhanyi, Zhaoyin No. 1, Zhaoyin Win-Win, Wujiang Industrial Investment, le Shenzhen Business Venture Capital ho tloha ha e thehoa. Ka Mmesa 2018, Innoscience e amohetse matsete ho tsoa ho Ningbo Jiake Investment le Jiaxing Jinhu, ka chelete ea matsete ea li-yuan tse limilione tse 55 le motse-moholo o ngolisitsoeng oa li-yuan tse limilione tse likete tse 1.78. Ka Phupu ea selemo sona seo, Zhuhai Venture Capital e ile ea etsa letsete la leano la li-yuan tse limilione tse 90 ho Innoscience.
Ka 2019, Innoscience e ile ea phethela lichelete tsa B tsa li-yuan tse limilione tse likete tse 1.5, ka batseteli ba kenyelletsang Tongchuang Excellence, Xindong Venture Capital, National Venture Capital, Everest Venture Capital, Huaye Tiancheng, CMB International, joalo-joalo, mme ba tsebisa SK China, ARM, Instant Technology , le Jinxin Microelectronics. Ka nako ena, Innoscience e na le liabo tse 25.
Ka Mots'eanong 2021, k'hamphani e ile ea phethela lichelete tsa C tsa li-yuan tse libilione tse 1.4, 'me batseteli ba kenyelletsa: Shenzhen Co-Creation Future, Zibo Tianhui Hongxin, Suzhou Qijing Investment, Xiamen Huaye Qirong le litsi tse ling tsa matsete. Mokhahlelong ona oa lichelete, Zeng Yuqun o ile a ingolisa ho motse-moholo o ngolisitsoeng oa Innoscience oa li-yuan tse limilione tse 75.0454 ka li-yuan tse limilione tse 200 joalo ka motseteli ka mong.
Ka Pherekhong 2022, k'hamphani e ile ea boela ea phethela lichelete tsa D ho fihla ho li-yuan tse limilione tse likete tse 2,6, tse etelletsoeng pele ke Titanium Capital, e lateloa ke Yida Capital, Haitong Innovation, China-Belgium Fund, CDH Gaopeng, Investment ea CMB le litsi tse ling. E le motseteli ea ka sehloohong papaling ena, Titanium Capital e kentse letsoho ho feta 20% ea motse-moholo papaling ena hape ke motseteli e moholo ka ho fetisisa, o tsetela li-yuan tse limilione tse 650.
Ka Mmesa 2024, Wuhan Hi-Tech le Dongfang Fuxing ba ile ba tsetela li-yuan tse ling tse limilione tse 650 ho ba batseteli ba eona ba E-round. The prospectus e bontša hore kakaretso ea lichelete tsa Innoscience e fetile li-yuan tse limilione tse likete tse 6 pele ho IPO ea eona, 'me theko ea eona e fihlile ho li-yuan tse limilione tse likete tse 23.5, tse ka bitsoang super unicorn.
Lebaka leo ka lona mekhatlo e ileng ea tla ka bongata ho tla tsetela ho Innoscience ke hore, joalo ka ha Gao Yihui, mothehi oa Titanium Capital, a boletse, "Gallium nitride, joalo ka mofuta o mocha oa thepa ea semiconductor, ke tšimo e ncha. Hape ke a mang a masimo a seng makae a seng hole le linaha tsa kantle ho naha ’me ho ka etsahala hore a fete naha ea heso. Litebello tsa 'maraka li pharaletseng haholo. "
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Nako ea poso: Jun-28-2024