Ngemuva kweminyaka engu-9 yezamabhizinisi, i-Innoscience ikhulise imali engaphezu kwezigidi eziyizinkulungwane eziyisithupha zamayuan, futhi ukulinganisa kwayo sekufinyelele kumayuan ayizigidi eziyizinkulungwane ezingama-23.5. Uhlu lwabatshalizimali lude lulingane nenqwaba yezinkampani: i-Fukun Venture Capital, i-Dongfang State-owned Assets, i-Suzhou Zhanyi, i-Wujiang Industrial Investment, i-Shenzhen Business Venture Capital, i-Ningbo Jiake Investment, i-Jiaxing Jinhu Investment, i-Zhuhai Venture Capital, i-National Venture Capital, I-CMB International Capital, i-Everest Venture Capital, i-Huaye Tiancheng Capital, i-Zhongtian Huifu, i-Haoyuan Enterprise, i-SK China, i-ARM, i-Titanium Capital ihole ukutshalwa kwezimali, i-Yida Capital, i-Haitong Innovation, i-China-Belgium Fund, i-SAIF Gaopeng, i-CMB Securities Investment, i-Wuhan Hi- I-Tech, i-Dongfang Fuxing, i-Yonggang Group, i-Huaye Tiancheng Capital… Okumangalisayo ukuthi u-Zeng Yuqun we-CATL uphinde watshala ama-yuan ayizigidi ezingu-200 egameni lakhe siqu.
Yasungulwa ngo-2015, i-Innoscience ingumholi womhlaba wonke emkhakheni wesizukulwane sesithathu semiconductor silicon-based gallium nitride, futhi futhi iyona kuphela inkampani ye-IDM emhlabeni engakhiqiza ngesikhathi esifanayo ngobuningi ama-chips e-gallium nitride aphezulu naphansi. Ubuchwepheshe be-semiconductor ngokuvamile bubhekwa njengemboni ephethwe abesilisa, kodwa umsunguli we-Innoscience ungudokotela wesifazane, futhi ungusomabhizinisi ohlanganisa izimboni, okuyinto edonsa amehlo ngempela.
Ososayensi besifazane be-NASA banqamula izimboni ukuze benze ama-semiconductors esizukulwane sesithathu
I-Innoscience inenqwaba yama-PhD ahlezi lapha.
Okokuqala ngumsunguli wobudokotela uLuo Weiwei, oneminyaka engama-54 ubudala, ongudokotela wezibalo ezisetshenziswayo waseMassey University eNew Zealand. Phambilini, uLuo Weiwei wasebenza kwaNASA iminyaka engu-15, kusukela kumphathi omkhulu wephrojekthi kuya kusosayensi omkhulu. Ngemva kokushiya i-NASA, uLuo Weiwei wakhetha ukuqala ibhizinisi. Ngaphezu kwe-Innoscience, uLuo Weiwei uphinde abe ngumqondisi wenkampani yocwaningo nokuthuthukiswa kobuchwepheshe besikrini esibonisiwe kanye ne-micro-screen. "ULuo Weiwei ungusomabhizinisi osezingeni eliphezulu kwezesayensi nombono." Kusho iprospectus.
Omunye wabalingani bakaLuo Weiwei nguWu Jingang, owathola iziqu zobudokotela kukhemikhali yezomzimba e-Chinese Academy of Sciences ngo-1994 futhi usebenza njenge-CEO. Omunye uzakwethu nguJay Hyung Son, onokuhlangenwe nakho kwezamabhizinisi kuma-semiconductors futhi uneziqu zeBachelor of Science azithola eNyuvesi yaseCalifornia, eBerkeley.
Le nkampani futhi ineqembu lodokotela, okuhlanganisa no-Wang Can, i-Ph.D. ku-Physics wasePeking University, uDkt. Yi Jiming, uprofesa eSikoleni Somthetho se-Huazhong University of Science and Technology, uDkt. Yang Shining, owayengusekela mongameli omkhulu wezokuthuthukiswa kobuchwepheshe nokukhiqiza e-SMIC, kanye noDkt. Chen Zhenghao, wangaphambili unjiniyela omkhulu we-Intel, umsunguli we-Guangdong Jingke Electronics futhi owathola iBronze Bauhinia Star eHong Kong…
Udokotela wesifazane wahola u-Innoscience endleleni yokuphayona engalindelekile, enza into abantu abaningi bangaphakathi abangenakulokotha bayenze, ngesibindi esingavamile. U-Luo Weiwei usho lokhu mayelana nalokhu kuqalisa:
“Ngicabanga ukuthi isipiliyoni akufanele sibe isithiyo noma isithiyo ekuthuthukisweni. Uma ucabanga ukuthi kungenzeka, zonke izinzwa zakho nokuhlakanipha kuzovuleka kukho, futhi uzothola indlela yokukwenza. Mhlawumbe kwakuyiminyaka engu-15 ngisebenza e-NASA eyaqongelela isibindi esikhulu ngokuqalisa kwami okwalandela. Ngibukeka ngingenalo uvalo olungaka ngokuhlola “izwe elingenamuntu”. Ngizokwahlulela ukuthi kungenzeka yini le nto ezingeni lokubulawa, bese ngiyiqedela isinyathelo ngesinyathelo ngokomqondo. Intuthuko yethu kuze kube manje iphinde yafakazela ukuthi azikho izinto eziningi emhlabeni ezingafezwa.”
Leli qembu lamathalenta obuchwepheshe obuphezulu labuthana ndawonye, lihloselwe endaweni engenalutho yasekhaya - i-gallium nitride power semiconductors. Umgomo wabo ucace kakhulu, ukwakha isisekelo sokukhiqiza se-gallium nitride esikhulu kunazo zonke emhlabeni esamukela imodeli egcwele yochungechunge lwezimboni futhi sihlanganisa ukuklama, ucwaningo nokuthuthukiswa, ukukhiqiza nokuthengisa.
Kungani imodeli yebhizinisi ibaluleke kangaka? I-Innoscience inombono ocacile.
Ukuze kuzuzwe ukusetshenziswa okubanzi kobuchwepheshe be-gallium nitride emakethe, ukusebenza komkhiqizo nokuthembeka kuyisisekelo kuphela, futhi amanye amaphuzu amathathu obuhlungu adinga ukuxazululwa.
Okokuqala yizindleko. Kufanele kubekwe inani eliphansi ukuze abantu bazimisele ukulisebenzisa. Okwesibili ukuba namandla amakhulu okukhiqiza ngobuningi. Okwesithathu, ukuze kuqinisekiswe ukuzinza kochungechunge lokunikezela ngedivayisi, amakhasimende angakwazi ukuzinikela ekuthuthukiseni imikhiqizo nezinhlelo. Ngakho-ke, leli qembu laphetha ngokuthi kuphela ngokwandisa amandla okukhiqiza amadivaysi e-gallium nokuba nomugqa wokukhiqiza ozimele futhi olawulekayo lapho amaphuzu obuhlungu wokukhuthazwa okukhulu kwe-gallium nitride power electronic devices emakethe angaxazululwa.
Ngobuchule, i-Innoscience yamukela amawafa angama-intshi angu-8 kusukela ekuqaleni. Njengamanje, usayizi wama-semiconductors kanye ne-coefficient yobunzima yezinqubo zokukhiqiza kukhula kakhulu. Kuyo yonke ithrekhi yokuthuthukiswa kwe-semiconductor yesizukulwane sesithathu, izinkampani eziningi zisasebenzisa izinqubo ezingu-6-intshi noma ezingu-4-intshi, futhi i-Innoscience isiwukuphela kwephayona lemboni eyenza ama-chips anezinqubo ezingu-8-intshi.
I-Innoscience inamandla okubulala aqinile. Namuhla, iqembu seliqaphele uhlelo lokuqala futhi linezisekelo ezimbili zokukhiqiza ze-silicon-based gallium nitride ezimbili ezingama-8-intshi. Ingumkhiqizi wedivayisi ye-gallium nitride enamandla kakhulu emhlabeni.
Futhi ngenxa yokuqukethwe kwayo okuphezulu kobuchwepheshe kanye nokugxila kolwazi, inkampani inamalungelo obunikazi angaba ngu-700 kanye nezicelo zelungelo lobunikazi emhlabeni wonke, ehlanganisa izindawo ezibalulekile ezifana nomklamo we-chip, ukwakheka kwedivayisi, ukukhiqizwa kwamawafa, ukupakishwa nokuhlola ukwethembeka. Lokhu kuphinde kwadonsa amehlo ngokwedlulele nakwamanye amazwe. Ngaphambilini, i-Innoscience ibibhekene namacala amathathu afakwe izimbangi ezimbili zakwamanye amazwe mayelana nokuphulwa kwempahla yengqondo yemikhiqizo eminingana yenkampani. Kodwa-ke, u-Innoscience uthe unethemba lokuthi izozuza ukunqoba kokugcina nokuphelele kulo mbango.
Imali engenayo yangonyaka odlule yayicishe ibe yizigidi ezingama-600
Ngenxa yokubikezela kwayo okunembile kwamathrendi embonini namandla okucwaninga nokuthuthukiswa komkhiqizo, i-Innoscience izuze ukukhula okusheshayo.
I-prospectus ikhombisa ukuthi kusukela ngo-2021 kuya ku-2023, imali engenayo ye-Innoscience izoba ngama-yuan ayizigidi ezingu-68.215, ama-yuan ayizigidi ezingu-136 kanye nama-yuan ayizigidi ezingu-593, ngokulandelana, nezinga lokukhula lonyaka elihlanganisiwe lika-194.8%.
Phakathi kwazo, ikhasimende elikhulu kunawo wonke lakwa-Innoscience yi-“CATL”, futhi i-CATL yanikela ngezigidi ezingu-190 zamayuan emalini engenayo enkampanini ngo-2023, okubalelwa ku-32.1% wesamba semali engenayo.
I-Innoscience, inzuzo yayo iqhubeka ikhula, ayikayenzi inzuzo. Phakathi nesikhathi sokubika, i-Innoscience ilahlekelwe yi-yuan eyibhiliyoni engu-1, i-yuan eyizigidi eziyizinkulungwane ezingu-1.18 kanye namayuan ayizigidi ezingu-980, okuhlanganisa ama-yuan ayizigidi eziyizinkulungwane ezingu-3.16.
Ngokwesakhiwo sesifunda, i-China igxile ebhizinisini le-Innoscience, ngemali engenayo eyizigidi ezingama-68, izigidi eziyi-130 kanye nezigidi ezingama-535 ngesikhathi sokubika, okubalelwa ku-99.7%, 95.5% kanye no-90.2% wesamba semali engenayo ngonyaka ofanayo.
Ukuhlelwa phesheya kwezilwandle nakho kuhlelwa kancane kancane. Ngaphezu kokusungula amafekthri eSuzhou naseZhuhai, i-Innoscience iphinde yasungula izinkampani ezingaphansi kweSilicon Valley, Seoul, Belgium nakwezinye izindawo. Ukusebenza nakho kukhula kancane. Kusukela ngo-2021 kuya ku-2023, imakethe yenkampani yaphesheya kwezilwandle ibize u-0.3%, 4.5% kanye no-9.8% wesamba semali engenayo ngonyaka ofanayo, kanti imali engenayo ngo-2023 yayisondele ku-58 million yuan.
Isizathu sokuthi kungani ikwazi ukuzuza umfutho wentuthuko esheshayo kungenxa yesu layo lokuphendula: Lapho ibhekene nezidingo eziguqukayo zamakhasimende angezansi emikhakheni ehlukahlukene yohlelo lokusebenza, i-Innoscience inezandla ezimbili. Ngakolunye uhlangothi, igxile ekumisweni kwemikhiqizo emikhulu, engakhulisa ngokushesha isikali sokukhiqiza futhi iqhubekisele phambili ukukhiqizwa. Ngakolunye uhlangothi, igxile ekwakhiweni okwenziwe ngokwezifiso ukuphendula ngokushesha kuzidingo zochwepheshe zamakhasimende.
Ngokusho kuka-Frost & Sullivan, i-Innoscience yinkampani yokuqala emhlabeni ukuzuza ukukhiqizwa ngobuningi kwama-wafers e-silicon-based gallium nitride angu-8-intshi, nokukhuphuka ngo-80% kokuphumayo kwe-wafer kanye nokwehliswa ngo-30% ezindlekweni zedivayisi eyodwa. Ekupheleni kuka-2023, umthamo wokuklama ifomula uzofinyelela ama-wafer angu-10,000 ngenyanga.
Ngo-2023, i-Innoscience inikeze imikhiqizo ye-gallium nitride kumakhasimende angaba ngu-100 ekhaya nakwamanye amazwe, futhi ikhiphe izixazululo zomkhiqizo ku-lidar, izikhungo zedatha, ukuxhumana kwe-5G, ukushaja okusheshayo okunamandla nokushesha okusebenzayo, ukushaja okungenantambo, amashaja emoto, abashayeli bokukhanyisa i-LED, njll. Le nkampani iphinde ibambisane nabakhiqizi basekhaya nabangaphandle njenge-Xiaomi, i-OPPO, i-BYD, i-ON Semiconductor, kanye ne-MPS ekuthuthukisweni kwesicelo.
UZeng Yuqun utshale ama-yuan ayizigidi ezingama-200, kwavela i-unicorn eyizigidi eziyizinkulungwane ezingama-23.5
I-semiconductor yesizukulwane sesithathu ngokungangabazeki iyithrekhi enkulu ebhejayo ngekusasa. Njengoba ubuchwepheshe obusekelwe ku-silicon busondela emkhawulweni wabo wokuthuthukiswa, ama-semiconductors esizukulwane sesithathu amelwe yi-gallium nitride ne-silicon carbide aphenduka igagasi elihola isizukulwane esilandelayo sobuchwepheshe bolwazi.
Njengesisetshenziswa se-semiconductor yesizukulwane sesithathu, i-gallium nitride inezinzuzo zokumelana nezinga lokushisa eliphezulu, ukumelana nogesi ophezulu, imvamisa ephezulu, amandla aphezulu, njll., futhi inezinga eliphezulu lokuguqulwa kwamandla kanye nosayizi omncane. Uma kuqhathaniswa namadivayisi e-silicon, kunganciphisa ukulahleka kwamandla ngaphezu kuka-50% futhi kunciphise umthamo wemishini ngaphezu kwama-75%. Amathemba okufaka isicelo abanzi kakhulu. Ngokuvuthwa kobuchwepheshe bokukhiqiza obukhulu, isidingo se-gallium nitride sizoletha ukukhula okuqhumayo.
Ngethrekhi enhle neqembu eliqinile, i-Innoscience ngokwemvelo idume kakhulu emakethe yokuqala. Inhloko-dolobha eneso elibukhali izama ukutshala imali. Cishe yonke imizuliswano yokuxhaswa ngezimali kwe-Innoscience yisamba esikhulu kakhulu sezimali.
I-prospectus ibonisa ukuthi i-Innoscience ithole ukwesekwa okuvela ezikhwameni zezimboni zendawo ezifana ne-Suzhou Zhanyi, Zhaoyin No. 1, Zhaoyin Win-Win, Wujiang Industrial Investment, kanye ne-Shenzhen Business Venture Capital kusukela yasungulwa. Ngo-Ephreli 2018, i-Innoscience yathola utshalomali oluvela kwa-Ningbo Jiake Investment kanye ne-Jiaxing Jinhu, ngemali etshaliwe engama-yuan ayizigidi ezingu-55 kanye nenhloko-dolobha ebhalisiwe yama-yuan ayizigidi eziyizinkulungwane ezingu-1.78. NgoJulayi wonyaka ofanayo, i-Zhuhai Venture Capital yenza utshalomali olunamasu lwamayuan ayizigidi ezingama-90 ku-Innoscience.
Ngo-2019, i-Innoscience yaqeda uxhaso lwemali elingu-B lwamayuan ayizigidi eziyizinkulungwane eziyi-1.5, nabatshalizimali okuhlanganisa i-Tongchuang Excellence, i-Xindong Venture Capital, i-National Venture Capital, i-Everest Venture Capital, i-Huaye Tiancheng, i-CMB International, njll., futhi yethula i-SK China, i-ARM, Ubuchwepheshe obusheshayo , kanye ne-Jinxin Microelectronics. Ngalesi sikhathi, i-Innoscience inabanikazi bamasheya abangama-25.
NgoMeyi 2021, inkampani yaphothula uxhaso lwemali elingu-C lama-yuan ayizigidi eziyizinkulungwane eziyi-1.4, nabatshalizimali okuhlanganisa: I-Shenzhen Co-Creation Future, i-Zibo Tianhui Hongxin, i-Suzhou Qijing Investment, i-Xiamen Huaye Qirong nezinye izikhungo zokutshala izimali. Kulo mjikelezo wokuxhasa ngezimali, u-Zeng Yuqun ubhalisele inhlokodolobha ebhalisiwe ye-Innoscience yamayuan ayizigidi ezingu-75.0454 namayuan ayizigidi ezingu-200 njengomtshali-zimali oyedwa.
NgoFebhuwari 2022, inkampani iphinde yaphothula uxhaso lwemali elingu-D olufinyelela ku-2.6 billion yuan, eholwa yi-Titanium Capital, yalandelwa yi-Yida Capital, i-Haitong Innovation, i-China-Belgium Fund, i-CDH Gaopeng, i-CMB Investment nezinye izikhungo. Njengomtshali-zimali ohamba phambili kulo mzuliswano, i-Titanium Capital inikele ngaphezu kuka-20% wemali enkulu kulo mzuliswano futhi iphinde ibe ngumtshalizimali omkhulu kunayo yonke, itshale ama-yuan ayizigidi ezingu-650.
Ngo-Ephreli 2024, uWuhan Hi-Tech kanye ne-Dongfang Fuxing batshale enye i-yuan eyizigidi ezingama-650 ukuze babe abatshalizimali bayo be-E-round. I-prospectus ibonisa ukuthi inani lemali eliphelele le-Innoscience lidlule amayuan ayizigidi eziyizinkulungwane ezingu-6 ngaphambi kwe-IPO yayo, futhi ukulinganisa kwayo sekufinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingu-23.5, okungabizwa ngokuthi i-super unicorn.
Isizathu esenza izikhungo zithutheleke ukuzotshala imali ku-Innoscience ukuthi, njengoba uGao Yihui, umsunguli we-Titanium Capital, esho, “I-Gallium nitride, njengohlobo olusha lwempahla ye-semiconductor, iwumkhakha omusha sha. Kuphinde kube ngeminye yemikhakha embalwa engasemuva kakhulu emazweni angaphandle futhi okungenzeka ukuthi idlulele ezweni lami. Amathemba emakethe abanzi kakhulu.”
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Isikhathi sokuthumela: Jun-28-2024