I muri i te 9 tau o te mahi pakihi, kua kohia e Innoscience neke atu i te 6 piriona yuan te tapeke o ngā pūtea, ā, kua eke tōna uara ki te 23.5 piriona yuan whakamiharo. He roa te rārangi o ngā kaipupuri moni e rite ana ki ngā kamupene maha: 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 i ārahi i te haumi, Yida Capital, Haitong Innovation, China-Belgium Fund, SAIF Gaopeng, CMB Securities Investment, Wuhan Hi-Tech, Dongfang Fuxing, Yonggang Group, Huaye Tiancheng Capital… Ko te mea whakamiharo ko te haumitanga a Zeng Yuqun o CATL i te 200 miriona yuan i raro i tōna ake ingoa.
I whakatūria i te tau 2015, ko Innoscience te kaiārahi o te ao i roto i te mara o te tuatoru o ngā whakatupuranga o te haurua-haurua-haurua-e ahu mai ana i te silicon-based gallium nitride, ā, ko ia anake te kamupene IDM o te ao ka taea te whakaputa papatipu i ngā maramara haurua-haurua teitei me te iti-ngaohiko i te wā kotahi. E kiia ana te hangarau haurua-haurua he umanga e whakahaerehia ana e ngā tāne, engari ko te kaiwhakaū o Innoscience he tākuta wahine, ā, he kaipakihi maha-umanga anō hoki ia, he mea tino ātaahua.
Ka whakawhiti ngā kaipūtaiao wahine o NASA i ngā ahumahi hei hanga i ngā semiconductors o te whakatupuranga tuatoru
He nui ngā tohu PhD a Innoscience e noho ana i konei.
Ko te tuatahi ko te kaiwhakaū o te tohu paerua, a Luo Weiwei, 54 tau te pakeke, he tohu paerua pāngarau tono mai i Te Whare Wānanga o Massey i Aotearoa. I mua, i mahi a Luo Weiwei i NASA mō ngā tau 15, mai i te kaiwhakahaere kaupapa matua ki te kaipūtaiao matua. I muri i tana wehenga atu i te NASA, i whiriwhiri a Luo Weiwei ki te tīmata i tētahi pakihi. Haunga a Innoscience, he kaiwhakahaere anō hoki a Luo Weiwei mō tētahi kamupene rangahau me te whakawhanake hangarau whakaatu me te mata-iti. "He kaipakihi pūtaiao me te matakite a Luo Weiwei o te ao." E ai ki te pukapuka whakatairanga.
Ko tētahi o ngā hoa mahi a Luo Weiwei ko Wu Jingang, i whiwhi i te tohu tākuta i roto i te matū ā-tinana mai i te Chinese Academy of Sciences i te tau 1994, ā, ko ia te Tumu Whakahaere Matua. Ko tētahi atu hoa mahi ko Jay Hyung Son, he wheako pakihi kei roto i ngā haurua-ira, ā, he tohu Paetahi Pūtaiao kei a ia mai i Te Whare Wānanga o California, Berkeley.
Kei te kamupene anō hoki tētahi rōpū tākuta, tae atu ki a Wang Can, he Ph.D. i roto i te Ahupūngao mai i Te Whare Wānanga o Peking, a Tākuta Yi Jiming, he ahorangi i te Kura Ture o Te Whare Wānanga o Huazhong mō te Pūtaiao me te Hangarau, a Tākuta Yang Shining, te tumuaki tuarua o mua mō te whanaketanga hangarau me te hanga i SMIC, me Tākuta Chen Zhenghao, te miihini matua o mua o Intel, te kaiwhakaū o Guangdong Jingke Electronics me te kaiwhiwhi i te Whetu Parahi Bauhinia i Hong Kong…
Nā tētahi tākuta wahine i ārahi a Innoscience i tētahi ara paionia kāore i te tūmanakohia, me te mahi i tētahi mea kāore e taea e te tini o ngā tāngata o roto te mahi, me te maia whakaharahara. I kī a Luo Weiwei mō tēnei kamupene hou:
"Ki taku whakaaro kaua te wheako e waiho hei ārai, hei arai rānei mō te whanaketanga. Ki te whakaaro koe he mea taea, ka tuwhera ō whakaaro me ō mātauranga katoa ki reira, ā, ka kitea e koe he huarahi hei mahi. Tērā pea ko ngā tau 15 e mahi ana i NASA i kohia ai te maia mō taku tīmatanga hou. Te āhua nei kāore au i te tino mataku ki te tūhura i te "whenua kore tangata". Ka aromatawai ahau i te whaihua o tēnei mea i te taumata whakatinanatanga, kātahi ka whakaoti i ia taahiraa i ia taahiraa e ai ki te arorau. Kua whakamatauhia hoki e tō tātou whanaketanga tae noa ki tēnei wā kāore he maha o ngā mea o tēnei ao e kore e taea te whakatutuki."
I huihui tēnei rōpū o ngā pūkenga hangarau-teitei, e aro ana ki te hanga i ngā mea hanga haurua-ā-rohe mō te haurua-haurua gallium nitride. He mārama rawa tā rātou whāinga, arā, ko te hanga i te pūtake whakaputa gallium nitride nui rawa atu o te ao e whakamahi ana i tētahi tauira mekameka ahumahi katoa, e whakauru ana i te hoahoa, te rangahau me te whanaketanga, te whakaputa me te hoko.
He aha te hiranga o te tauira pakihi? He mārama te whakaaro o Innoscience.
Hei whakatutuki i te whakamahinga whānui o te hangarau gallium nitride i roto i te mākete, ko te mahi me te pono o te hua anake te tūāpapa, ā, e toru atu ngā āhuatanga mamae me whakatau.
Ko te tuatahi ko te utu. Me whakatakoto he utu iti kia pai ai te whakamahi a te tangata. Ko te tuarua ko te whai kaha whakaputa papatipu nui. Tuatoru, kia mau tonu ai te mekameka tuku taputapu, ka taea e ngā kaihoko te whakapau kaha ki te whakawhanake i ngā hua me ngā pūnaha. Nō reira, i whakatau te tīma mā te whakawhānui ake i te kaha whakaputa o ngā taputapu gallium me te whai raina whakaputa motuhake me te whakahaere ka taea te whakatau i ngā uauatanga o te whakatairanga nui o ngā taputapu hiko hiko gallium nitride i te mākete.
I runga i te rautaki, i whakamahia e Innoscience ngā anga 8-inihi mai i te tīmatanga. I tēnei wā, kei te piki haere te rahi o ngā haurua-ā-ira me te tauwehenga uaua o ngā tukanga hanga. I roto i te ara whanaketanga haurua-ā-ira tuatoru katoa, he maha ngā kamupene kei te whakamahi tonu i ngā tukanga 6-inihi, 4-inihi rānei, ā, ko Innoscience anake te paionia o te umanga ki te hanga maramara me ngā tukanga 8-inihi.
He kaha ngā pūkenga whakahaere a Innoscience. I tēnei rā, kua tutuki i te tīma te mahere tuatahi, ā, e rua ā rātou turanga whakaputa gallium nitride e 8-inihi te roa, he mea hanga ki te silicon. Koinei te kaihanga taputapu gallium nitride tino kaha o te ao.
Nā te nui o ngā ihirangi hangarau me te nui o te mātauranga, e 700 pea ngā patene me ngā tono patene a te kamupene puta noa i te ao, e kapi ana i ngā wāhanga matua pēnei i te hoahoa maramara, te hanganga taputapu, te hanga papa, te takai me te whakamātautau pono. He mea tino ātaahua hoki tēnei puta noa i te ao. I mua, i tūtaki a Innoscience ki ngā kereme e toru i tukuna e ētahi kaiwhakataetae ke e rua mō te takahi pea i ngā taonga hinengaro o ētahi o ngā hua a te kamupene. Heoi, i kī a Innoscience e whakapono ana ia ka eke ki te wikitoria whakamutunga me te whānui i roto i te tautohe.
Tata ki te 600 miriona tāra te moni whiwhi o te tau kua hipa
Nā te tika o tana matapae i ngā au o te ahumahi me ōna āheinga rangahau me te whakawhanake hua, kua tere te tipu o Innoscience.
E whakaatu ana te pukapuka whakatairanga, mai i te tau 2021 ki te 2023, ko te moni whiwhi a Innoscience ka eke ki te 68.215 miriona yuan, 136 miriona yuan me te 593 miriona yuan, ia, me te tere tipu ā-tau o te 194.8%.
I roto i a rātou, ko "CATL" te kiritaki nui rawa atu a Innoscience, ā, i takoha a CATL i te 190 miriona yuan i roto i ngā moni whiwhi ki te kamupene i te tau 2023, ko te 32.1% tēnei o ngā moni whiwhi katoa.
Kāore anō a Innoscience, e tipu haere tonu ana āna moni whiwhi, kia whiwhi hua. I roto i te wā pūrongo, i ngaro i a Innoscience te 1 piriona yuan, te 1.18 piriona yuan me te 980 miriona yuan, arā, te 3.16 piriona yuan katoa.
Mō te tahora ā-rohe, ko Haina te pokapū pakihi o Innoscience, me ngā moni whiwhi o te 68 miriona, 130 miriona me te 535 miriona i roto i te wā pūrongo, koia nei te 99.7%, 95.5% me te 90.2% o te moni whiwhi katoa i taua tau anō.
Kei te āta whakamaheretia hoki te whakatakotoranga o tāwāhi. Haunga te whakatū wheketere i Suzhou me Zhuhai, kua whakatūria hoki e Innoscience ētahi apiti ki Silicon Valley, Seoul, Belgium me ētahi atu wāhi. Kei te āta tipu haere hoki te mahi. Mai i te tau 2021 ki te tau 2023, ko te mākete o tāwāhi a te kamupene i ahu mai i te 0.3%, 4.5% me te 9.8% o te moni whiwhi katoa i taua tau anō, ā, ko te moni whiwhi i te tau 2023 e tata ana ki te 58 miriona yuan.
Ko te take e taea ai e ia te whakatutuki i te tere o te whanaketanga ko te rautaki urupare: I te aroaro o ngā hiahia hurihuri o ngā kiritaki i raro i te marautanga o ngā tono rerekē, e rua ngā ringa o Innoscience. I tetahi taha, e arotahi ana ki te whakapūmau i ngā hua nui, ka taea te whakawhānui tere i te tauine whakaputa me te akiaki i te whakaputanga. I tetahi atu taha, e arotahi ana ki te hoahoa ritenga kia tere te whakautu ki ngā hiahia ngaio o ngā kiritaki.
E ai ki a Frost & Sullivan, ko Innoscience te kamupene tuatahi o te ao ki te whakatutuki i te hanga papatipu o ngā wafer gallium nitride e 8-inihi te roa, me te pikinga 80% o te putanga wafer me te hekenga 30% o te utu o tētahi taputapu kotahi. Hei te mutunga o te tau 2023, ka eke te kaha hoahoa tauira ki te 10,000 wafer ia marama.
I te tau 2023, kua whakaratohia e Innoscience ngā hua gallium nitride ki te 100 pea o ngā kiritaki i te kāinga me tāwāhi, ā, kua tukuna hoki ngā otinga hua i roto i te lidar, ngā pokapū raraunga, ngā whakawhitiwhitinga 5G, te utu tere kiato me te whai hua, te utu ahokore, ngā utu waka, ngā taraiwa rama LED, me ētahi atu. Ka mahi tahi hoki te kamupene me ngā kaihanga o te kāinga me tāwāhi pērā i a Xiaomi, OPPO, BYD, ON Semiconductor, me MPS i roto i te whakawhanaketanga tono.
I whakangaohia e Zeng Yuqun te 200 miriona yuan, ā, ka puta mai he unicorn super 23.5 piriona
He ara nui te hangarau haurua-whakatupu tuatoru e tūpono ana ki te heke mai. I te tata atu o te hangarau e ahu mai ana i te silicon ki tōna taumata whanaketanga, ko ngā haurua-whakatupu tuatoru e tohuhia ana e te gallium nitride me te silicon carbide kei te huri hei ngaru e arahi ana i te whakatupuranga e whai ake nei o te hangarau mōhiohio.
Hei rauemi haurua-whakatipuranga tuatoru, he pai ngā painga o te gallium nitride, arā, he ātete pāmahana teitei, he ātete ngaohiko teitei, he auau teitei, he mana teitei, me ētahi atu, ā, he tere hurihanga pūngao teitei me te rahi iti. Ki te whakatauritea ki ngā taputapu silicon, ka taea e ia te whakaiti i te ngaronga pūngao neke atu i te 50% me te whakaiti i te rahinga taputapu neke atu i te 75%. He whānui rawa ngā tirohanga tono. Nā te pakari o te hangarau whakaputa nui, ka tere ake te tipu tere o te hiahia mō te gallium nitride.
He tino rongonui a Innoscience i te mākete matua, he pai te ara me te tīma kaha. Kei te tere haere te haumi a te hunga whai kanohi koi. He nui rawa te pūtea i roto i ngā wāhanga katoa o te pūtea a Innoscience.
E whakaatu ana te pukapuka whakatairanga kua tautokona a Innoscience e ngā pūtea ahumahi ā-rohe pērā i a Suzhou Zhanyi, Zhaoyin No. 1, Zhaoyin Win-Win, Wujiang Industrial Investment, me Shenzhen Business Venture Capital mai i tōna whakatūnga. I te marama o Āperira 2018, i whiwhi a Innoscience i te haumitanga mai i a Ningbo Jiake Investment me Jiaxing Jinhu, me te nui o te haumitanga o te 55 miriona yuan me te whakapaipai rēhita o te 1.78 piriona yuan. I te marama o Hūrae o taua tau anō, i hanga e Zhuhai Venture Capital he haumitanga rautaki o te 90 miriona yuan ki Innoscience.
I te tau 2019, i oti i a Innoscience te putea tahua rauna B o te 1.5 piriona yuan, me ngā kaipupuri moni tae atu ki a Tongchuang Excellence, Xindong Venture Capital, National Venture Capital, Everest Venture Capital, Huaye Tiancheng, CMB International, me ētahi atu, ā, i whakaurua mai hoki a SK China, ARM, Instant Technology, me Jinxin Microelectronics. I tēnei wā, e 25 ngā kaipupuri hea o Innoscience.
I te marama o Mei 2021, i oti i te kamupene te putea tahua C o te 1.4 piriona yuan, me ngā kaipupuri moni tae atu ki: Shenzhen Co-Creation Future, Zibo Tianhui Hongxin, Suzhou Qijing Investment, Xiamen Huaye Qirong me ētahi atu umanga haumi. I roto i tēnei putea tahua, i ohauru a Zeng Yuqun ki te whakapaipai rēhita a Innoscience o te 75.0454 miriona yuan me te 200 miriona yuan hei kaipupuri moni takitahi.
I te marama o Pēpuere 2022, i oti anō i te kamupene te putea rauna D tae atu ki te 2.6 piriona yuan, ko Titanium Capital te kaiārahi, ā, i muri mai ko Yida Capital, Haitong Innovation, China-Belgium Fund, CDH Gaopeng, CMB Investment me ētahi atu umanga. Hei kaipupuri moni matua i tēnei rauna, neke atu i te 20% o te whakapaipai i takohahia e Titanium Capital i tēnei rauna, ā, ko ia hoki te kaipupuri moni nui rawa atu, e 650 miriona yuan te haumi.
I te marama o Āperira 2024, i whakangao a Wuhan Hi-Tech me Dongfang Fuxing i tētahi atu 650 miriona yuan hei kaipupuri moni E-round. E whakaatu ana te pukapuka whakatairanga i neke atu i te 6 piriona yuan te tapeke o te pūtea a Innoscience i mua i tana IPO, ā, kua eke tōna uara ki te 23.5 piriona yuan, e taea te kī he super unicorn.
Ko te take i rere mai ai ngā umanga ki te haumi ki Innoscience, nā te mea, e ai ki a Gao Yihui, te kaiwhakaū o Titanium Capital, "Ko te gallium nitride, he momo rauemi semiconductor hou, he mara hou. Ko tētahi hoki o ngā mara torutoru kāore i tawhiti i muri i ngā whenua ke, ā, tera pea ka hipa ake i tōku whenua. He whānui rawa ngā tūmanakohanga mākete."
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Wā tuku: Pipiri-28-2024