Emva kweminyaka eli-9 yoshishino, i-Innoscience iqokelele imali engaphezulu kweebhiliyoni ezi-6 zeerandi, kwaye ixabiso layo lifikelele kwi-yuan ezizigidi ezingama-23.5 ezimangalisayo. Uluhlu lwabatyali-mali lude njengeenkampani ezininzi: iFukun Venture Capital, iDongfang State-owned Assets, iSuzhou Zhanyi, iWujiang Industrial Investment, iShenzhen Business Venture Capital, iNingbo Jiake Investment, iJiaxing Jinhu Investment, iZhuhai Venture Capital, iNational Venture Capital, iCMB International Capital, iEverest Venture Capital, iHuaye Tiancheng Capital, iZhongtian Huifu, iHaoyuan Enterprise, iSK China, iARM, iTitanium Capital ikhokele utyalo-mali, iYida Capital, iHaitong Innovation, iChina-Belgium Fund, iSAIF Gaopeng, iCMB Securities Investment, iWuhan Hi-Tech, iDongfang Fuxing, iYonggang Group, iHuaye Tiancheng Capital… Okumangalisayo kukuba uZeng Yuqun weCATL naye utyale imali ezizigidi ezingama-200 zeerandi egameni lakhe.
Yasekwa ngo-2015, i-Innoscience yeyona nkampani iphambili kwihlabathi liphela kwicandelo le-gallium nitride yesizukulwana sesithathu se-semiconductor silicon-based gallium nitride, kwaye ikwayinkampani ye-IDM kuphela ehlabathini enokuthi ngaxeshanye ivelise iitships ze-gallium nitride ezisebenza ngobuninzi kunye neziphantsi. Itekhnoloji ye-semiconductor idla ngokuthathwa njengeshishini elilawulwa ngamadoda, kodwa umseki we-Innoscience ngugqirha obhinqileyo, kwaye ukwangusomashishini oshishino oluhlukeneyo, nto leyo enomtsalane ngokwenene.
Izazinzulu zesifazane zeNASA zinqumla amashishini ukuze zenze ii-semiconductors zesizukulwana sesithathu
I-Innoscience inenqwaba yeePhD apha.
Okokuqala ngumsunguli wezifundo zobugqirha uLuo Weiwei, oneminyaka engama-54 ubudala, ongugqirha wezibalo ezisetyenzisiweyo kwiYunivesithi yaseMassey eNew Zealand. Ngaphambili, uLuo Weiwei wasebenza kwiNASA iminyaka eli-15, ukusuka kumphathi omkhulu weprojekthi ukuya kwisazinzulu esiyintloko. Emva kokushiya iNASA, uLuo Weiwei wakhetha ukuqala ishishini. Ukongeza kwi-Innoscience, uLuo Weiwei ukwangumlawuli wenkampani yophando nophuhliso lwetekhnoloji yokubonisa kunye nesikrini esincinci. “ULuo Weiwei ngusomashishini wesayensi nombono obalaseleyo kwihlabathi liphela.” Itshilo le prospectus.
Omnye wamaqabane kaLuo Weiwei nguWu Jingang, owafumana isidanga sobugqirha kwikhemistri yomzimba kwiChinese Academy of Sciences ngo-1994 kwaye usebenza njenge-CEO. Omnye umlingani nguJay Hyung Son, onamava oshishino kwi-semiconductors kwaye unedigri yeBachelor of Science kwiYunivesithi yaseCalifornia, eBerkeley.
Le nkampani ikwanalo neqela loogqirha, kuquka uWang Can, iPh.D. kwiFiziksi kwiYunivesithi yasePeking, uGqr. Yi Jiming, uprofesa kwiSikolo soMthetho kwiYunivesithi yeSayensi neTekhnoloji yaseHuazhong, uGqr. Yang Shining, owayesakuba ngusekela mongameli omkhulu wophuhliso lwetekhnoloji kunye nemveliso kwiSMIC, kunye noGqr. Chen Zhenghao, owayesakuba ngunjineli oyintloko we-Intel, umseki weGuangdong Jingke Electronics kunye nowafumana iBronze Bauhinia Star eHong Kong…
Ugqirha obhinqileyo wakhokela i-Innoscience kwindlela engalindelekanga, esenza into abantu abaninzi abangaphakathi abangayithandiyo ukuyenza, ngenkalipho engaqhelekanga. ULuo Weiwei uthe oku ngale nkampani intsha:
"Ndicinga ukuba amava akufanele abe ngumqobo okanye umqobo kuphuhliso. Ukuba ucinga ukuba kunokwenzeka, zonke iimvakalelo zakho kunye nobulumko bakho ziya kuvuleka, kwaye uya kufumana indlela yokwenza oko. Mhlawumbi yayiyiminyaka eli-15 ndisebenza kwi-NASA eyandiqokelelela inkalipho enkulu kwinkampani yam entsha elandelayo. Kubonakala ngathi andinalo uloyiko kangako malunga nokuhlola "umhlaba ongenamntu". Ndiza kugweba ukuba le nto inokwenzeka kwinqanaba lokuphunyezwa, ndize ndiyigqibezele inyathelo ngenyathelo ngokwengqiqo. Uphuhliso lwethu ukuza kuthi ga ngoku lubonakalise ukuba azikho izinto ezininzi kweli hlabathi ezingenakwenziwa."
Eli qela leetalente zobuchwepheshe obuphezulu liqokelelene ndawonye, lijolise kwi-semiconductors zamandla ze-gallium nitride ezingenanto zasekhaya. Injongo yabo icacile kakhulu, ukwakha isiseko semveliso ye-gallium nitride esikhulu kunazo zonke emhlabeni esisebenzisa imodeli epheleleyo yeshishini kwaye idibanise uyilo, uphando kunye nophuhliso, imveliso kunye neentengiso.
Kutheni le nto imodeli yeshishini ibaluleke kangaka? I-Innoscience inombono ocacileyo.
Ukuze kufezekiswe ukusetyenziswa ngokubanzi kwetekhnoloji ye-gallium nitride kwimarike, ukusebenza kakuhle kwemveliso kunye nokuthembeka kwayo zisisiseko kuphela, kwaye kufuneka kusonjululwe ezinye iindawo ezintathu ezibangela intlungu.
Eyokuqala yindleko. Ixabiso eliphantsi kufuneka libekwe ukuze abantu bazimisele ukulisebenzisa. Eyesibini kukuba nezakhono ezinkulu zokuvelisa ngobuninzi. Okwesithathu, ukuqinisekisa uzinzo lwekhonkco lokubonelela ngezixhobo, abathengi banokuzinikela ekuphuhlisweni kweemveliso neenkqubo. Ke ngoko, iqela ligqibe kwelokuba kuphela ngokwandisa amandla okuvelisa izixhobo ze-gallium nokuba nomgca wemveliso ozimeleyo nolawulekayo apho iindawo ezibuhlungu zokukhuthazwa okukhulu kwezixhobo ze-elektroniki zamandla e-gallium nitride kwimarike zingasonjululwa.
Ngokweqhinga, i-Innoscience yamkela ii-wafers ze-intshi ezi-8 ngobuchule kwasekuqaleni. Okwangoku, ubungakanani bee-semiconductors kunye nobunzima beenkqubo zokuvelisa bukhula ngokukhawuleza. Kuyo yonke indlela yophuhliso lwe-semiconductor yesizukulwana sesithathu, iinkampani ezininzi zisasebenzisa iinkqubo ze-intshi ezi-6 okanye ezi-4, kwaye i-Innoscience sele ikuphela kweyona nkampani iphambili yokwenza iitships ngeenkqubo ze-intshi ezi-8.
I-Innoscience inezakhono ezinamandla zokwenza izinto. Namhlanje, iqela liyifezekisile isicwangciso sokuqala kwaye lineziseko ezibini zemveliso ye-gallium nitride ezisekelwe kwi-silicon eziziisentimitha ezi-8. Le yinkampani eyenza izixhobo ze-gallium nitride enomthamo ophezulu kwihlabathi.
Kwakhona ngenxa yomxholo wayo ophezulu wetekhnoloji kunye nolwazi oluphezulu, le nkampani inamalungelo obunikazi amalunga nama-700 kunye nezicelo zamalungelo obunikazi kwihlabathi liphela, ezigubungela iindawo ezibalulekileyo ezifana noyilo lweetships, ulwakhiwo lwesixhobo, ukwenziwa kwe-wafer, ukupakisha kunye novavanyo lokuthembeka. Oku kwakutsala amehlo kakhulu kwihlabathi liphela. Ngaphambili, i-Innoscience yayijongene namatyala amathathu afakwe ngabakhuphisana bamanye amazwe ababini ngokwaphula umthetho wepropathi yengqondo kwiimveliso ezininzi zenkampani. Nangona kunjalo, i-Innoscience ithe iqinisekile ukuba iya kuphumelela uloyiso lokugqibela nolupheleleyo kule mpikiswano.
Ingeniso yonyaka ophelileyo ibiphantse ibe yi-600 yezigidi
Ngenxa yokuqikelela kwayo ngokuchanekileyo iindlela zoshishino kunye nobuchule bophando lwemveliso kunye nophuhliso, i-Innoscience ifikelele ekukhuleni ngokukhawuleza.
Le prospectus ibonisa ukuba ukususela ngo-2021 ukuya ku-2023, ingeniso ye-Innoscience iya kuba yi-68.215 yezigidi zeeyuan, i-136 yezigidi zeeyuan kunye ne-593 yezigidi zeeyuan, ngokwahlukeneyo, kunye nezinga lokukhula lonyaka elidibeneyo le-194.8%.
Phakathi kwabo, umthengi omkhulu we-Innoscience yi-“CATL”, kwaye i-CATL inikele ngengeniso ye-yuan ezizigidi ezili-190 kwinkampani ngo-2023, isenza i-32.1% yengeniso iyonke.
I-Innoscience, enengeniso eqhubeka ikhula, ayikafumani nzuzo. Ngexesha lengxelo, i-Innoscience ilahlekelwe yi-yuan eyi-1 bhiliyoni, i-yuan eyi-1.18 bhiliyoni kunye ne-yuan eyi-980 yezigidi, iyonke ifikelela kwi-yuan eyi-3.16 bhiliyoni.
Ngokuphathelele ulwakhiwo lwengingqi, iTshayina yeyona ndawo iphambili kwishishini le-Innoscience, enengeniso ye-68 yezigidi, i-130 yezigidi kunye ne-535 yezigidi ngexesha lengxelo, ibandakanya i-99.7%, i-95.5% kunye ne-90.2% yengeniso iyonke kunyaka omnye.
Ulwakhiwo lwaphesheya kolwandle nalo luyacwangciswa kancinci kancinci. Ukongeza ekusekeni iifektri eSuzhou naseZhuhai, i-Innoscience ikwaseke iinkampani ezincedisayo eSilicon Valley, eSeoul, eBelgium nakwezinye iindawo. Ukusebenza kwayo kuyakhula kancinci kancinci. Ukususela ngo-2021 ukuya ku-2023, imakethi yaphesheya kolwandle yenkampani ibingu-0.3%, 4.5% kunye ne-9.8% yengeniso iyonke kunyaka omnye, kwaye ingeniso ngo-2023 yayisondele kwi-58 yezigidi zeeyuan.
Isizathu sokuba ikwazi ukufikelela kwisantya sophuhliso esikhawulezayo ikakhulu kungenxa yesicwangciso sayo sokuphendula: Xa ijongene neemfuno ezitshintshayo zabathengi abasezantsi kwiindawo ezahlukeneyo zesicelo, i-Innoscience inezandla ezimbini. Kwelinye icala, igxile ekumiselweni kweemveliso eziphambili, ezinokwandisa ngokukhawuleza ubungakanani bemveliso kwaye ziqhube imveliso. Kwelinye icala, igxile kuyilo olulungiselelwe wena ukuze iphendule ngokukhawuleza kwiimfuno zobungcali zabathengi.
Ngokutsho kukaFrost & Sullivan, i-Innoscience yinkampani yokuqala ehlabathini ukufezekisa ubuninzi bee-wafers ze-gallium nitride ezisekelwe kwi-silicon eziyi-8-intshi, kunye nokunyuka kwe-80% kwimveliso ye-wafer kunye nokwehla kwe-30% kwixabiso lesixhobo esinye. Ekupheleni kuka-2023, amandla oyilo lwefomula aya kufikelela kwii-wafers ezili-10,000 ngenyanga.
Ngowama-2023, i-Innoscience ibonelele ngemveliso ye-gallium nitride kubathengi abamalunga ne-100 ekhaya nakwamanye amazwe, kwaye ikhuphe izisombululo zemveliso kwi-lidar, amaziko edatha, unxibelelwano lwe-5G, ukutshaja ngokukhawuleza okuxineneyo nokusebenzayo, ukutshaja ngaphandle kwentambo, iitshaja zeemoto, abaqhubi bezibane ze-LED, njl. Le nkampani ikwasebenzisana nabavelisi basekhaya nabangaphandle abanjengoXiaomi, OPPO, BYD, ON Semiconductor, kunye ne-MPS kuphuhliso lwezicelo.
UZeng Yuqun utyale imali eyi-200 yezigidi zeeyuan, kwaye kwavela i-super unicorn eyi-23.5 yezigidigidi
I-semiconductor yesizukulwana sesithathu ngokungathandabuzekiyo yindlela enkulu ebheja kwikamva. Njengoko iteknoloji esekelwe kwi-silicon isondela kumda wayo wophuhliso, ii-semiconductor zesizukulwana sesithathu ezimelwe yi-gallium nitride kunye ne-silicon carbide ziba liza elikhokela isizukulwana esilandelayo setekhnoloji yolwazi.
Njengesixhobo se-semiconductor sesizukulwana sesithathu, i-gallium nitride ineengenelo zokuxhathisa ubushushu obuphezulu, ukumelana nombane ophezulu, i-frequency ephezulu, amandla aphezulu, njl.njl., kwaye inezinga eliphezulu lokuguqulwa kwamandla kunye nobukhulu obuncinci. Xa kuthelekiswa nezixhobo ze-silicon, inokunciphisa ukulahleka kwamandla ngaphezulu kwe-50% kwaye inciphise umthamo wezixhobo ngaphezulu kwe-75%. Amathuba okusetyenziswa abanzi kakhulu. Ngokukhula kwetekhnoloji yemveliso enkulu, imfuno ye-gallium nitride iya kuzisa ukukhula okukhulu.
Ngomkhondo olungileyo kunye neqela elinamandla, i-Innoscience ngokwemvelo ithandwa kakhulu kwimarike ephambili. Imali eneliso elibukhali izama ukutyala imali. Phantse yonke imijikelo yokuxhasa ngemali i-Innoscience yimali eninzi kakhulu.
Le prospectus ibonisa ukuba i-Innoscience ifumene inkxaso kwiimali zoshishino zasekuhlaleni ezifana neSuzhou Zhanyi, iZhaoyin No. 1, iZhaoyin Win-Win, iWujiang Industrial Investment, kunye neShenzhen Business Venture Capital ukusukela oko yasekwa. Ngo-Epreli 2018, i-Innoscience ifumene utyalo-mali kwiNingbo Jiake Investment kunye neJiaxing Jinhu, kunye nesixa-mali sotyalo-mali se-55 yezigidi zeeyuan kunye nenkunzi ebhalisiweyo ye-1.78 yezigidi zeeyuan. NgoJulayi waloo nyaka, iZhuhai Venture Capital yenze utyalo-mali olucwangcisiweyo lwe-90 yezigidi zeeyuan kwi-Innoscience.
Ngowama-2019, i-Innoscience yagqiba uxhaso-mali oluyi-1.5 yeebhiliyoni zeerandi, kunye nabatyali-mali abaquka iTongchuang Excellence, iXindong Venture Capital, iNational Venture Capital, iEverest Venture Capital, iHuaye Tiancheng, iCMB International, njl.njl., yaza yazisa i-SK China, i-ARM, i-Instant Technology, kunye neJinxin Microelectronics. Okwangoku, i-Innoscience inabanini-zabelo abangama-25.
NgoMeyi ka-2021, inkampani yagqiba ukuxhasa ngemali kwi-round C ye-1.4 yeebhiliyoni zeerandi, kunye nabatyali-mali abaquka: iShenzhen Co-Creation Future, iZibo Tianhui Hongxin, iSuzhou Qijing Investment, iXiamen Huaye Qirong kunye nezinye iziko zotyalo-mali. Kulo mjikelo wokuxhasa ngemali, uZeng Yuqun ubhalisele imali ebhalisiweyo ye-Innoscience ye-75.0454 yezigidi zeerandi kunye ne-200 yezigidi zeerandi zeerandi njengomtyali-mali ngamnye.
NgoFebruwari 2022, inkampani yaphinda yagqiba uxhaso-mali oluyi-round D olufikelela kwi-2.6 yeebhiliyoni zeerandi, olukhokelwa yiTitanium Capital, lulandelwa yiYida Capital, iHaitong Innovation, iChina-Belgium Fund, iCDH Gaopeng, iCMB Investment kunye namanye amaziko. Njengomtyali-mali ophambili kulo mjikelo, iTitanium Capital inegalelo elingaphezulu kwe-20% yemali kulo mjikelo kwaye ikwangumtyali-mali omkhulu, ityale i-650 yezigidi zeerandi.
Ngo-Epreli 2024, iWuhan Hi-Tech kunye neDongfang Fuxing batyale imali engaphezulu kwe-650 yezigidi zeeyuan ukuze babe ngabatyali-mali bayo be-E-round. Le prospectus ibonisa ukuba isixa-mali sisonke se-Innoscience sidlule kwi-6 yeebhiliyoni zeeyuan ngaphambi kwe-IPO yayo, kwaye ixabiso layo lifikelele kwi-23.5 yeebhiliyoni zeeyuan, enokubizwa ngokuba yi-super unicorn.
Isizathu sokuba amaziko angene ukuza kutyala imali kwi-Innoscience kukuba, njengoko uGao Yihui, umseki weTitanium Capital, watshoyo, “I-Gallium nitride, njengohlobo olutsha lwezinto ze-semiconductor, yintsimi entsha kraca. Ikwayenye yentsimi ezimbalwa ezingasemva kakhulu kumazwe angaphandle kwaye kusenokwenzeka ukuba zidlule ilizwe lam. Amathuba emarike abanzi kakhulu.”
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Ixesha leposi: Juni-28-2024