Semiconductor Manufacturing International Corp. · HKEX:981
Semiconductor Manufacturing International — Investor Presentation (December 2020)
13 slides from Semiconductor Manufacturing International's investor presentation, December 2020
Slide 1: SMIC Investor Presentation
SMIC Investor Presentation SEHK : 00981 SSE STAR MARKET : 688981 OTCQX : SMICY SMIC Investor Relations December 2020
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains, in addition to historical information, forward-looking statements. These forward-looking statements, including statements under “Quarterly Guidance and the statements contained in the quotes of our Co-Chief Executive Officers and Chief Financial
Slide 3: I. SMIC Introduction
I. II. III. SMIC Market SMIC Introduction Opportunity Performance SMIC Presentation 3
Slide 4: SMIC: Largest and Most Advanced IC Foundry in PRC
SMIC: LARGEST AND MOST ADVANCED IC FOUNDRY IN PRC Established Listed on SEHK and #1 #5 Annual Revenue US$B in 2000 SSE STAR MARKET in PRC Globally Expected growth 24%-26% $ 3.1 2019 2020F Shareholding Structure SMIC in China IC Ecosystem Strong Global Presence Material/ Datang Holdings Equipment Fab
Slide 5: Steady and Continuous Revenue Growth
STEAD AND CONTINUOUS REVENUE GROWTH Revenue over 3 Billion USD Revenue over 2 Billion USD Revenue over 1 Billion USD Early Establishment 3.4 3.1 3.1 2.9 SMIC Annual Revenue 2.1 2.0 2.2 Emergence of new formats, models (US$bn) 1.5 1.5 1.6 1.7 and applications has ushered in a 1.4 1.3 1.2 1.1 booming
Slide 6: SMIC Family of IC Manufacturing
SMIC FAMILY OF IC MANUFACTURING China-Based, Global Reach Total Monthly Wafer Fabrication Capacity 510K 8” Equiv. 3Q20-end 510 476 480 449 4Q19 1Q20 2Q20 3Q20 SMIC Presentation 6
Slide 7: II. Market Opportunity
I. II. III. SMIC Market SMIC Introduction Opportunity Performance SMIC Presentation 7
Slide 8: Rapid Growth of the China IC Market
RAPID GROWTH OF THE CHINA IC MARKET China: World’s Largest IC Market Chinese Fabless Market Growth (US$bn) Chinese IC Industry Revenue Development (US$bn) (US$bn) Chinese Fabless Global Fabless IC Design IC Manufacturing IC Packaging and Testing USA Japan China Others 85.7 61 66.4 97 97 89 92 91 59.
Slide 9: III. SMIC Performance
I. II. III. SMIC Market SMIC Introduction Opportunity Performance SMIC Presentation 9
Slide 10: Financial Summary and Index
FINANCIAL SUMMARY AND INDEX Gross Margin Balance Sheet (US$bn) Revenue (US$mm) Assets 975 Liability 7.9 1083 18% Asset 953 24% 29.0 Equity 16% 21.0 3Q20 Results 4Q20 Guidance 3Q20 Results 4Q20 3Q20 end Guidance SMIC Presentation 10
Slide 11: Diversified Revenue Sources: 3Q 2020
DIVERSIFIED REVENUE SOURCES: 3Q 2020 Revenue by Wafer Revenue by Wafer Revenue by Geography Application Technology North America* 0.25/0.35μm 3.4% 18.6% Others 14/28nm 14.6% 16.4% Eurasia 11.7% Consumer Smart Phone 0.15/0.18μm Electronics 46.1% 40/45nm 17.2% 31.2% Mainland China 17.0% and Hong Kong
Slide 12: Investment Grade Credit Rating
INVESTMENT GRADE CREDIT RATING S&P investment grade BBB- long-term corporate credit rating since Oct 2013 Moody’s investment grade Baa3 corporate credit rating since Oct 2015 China Chengxin International Credit Rating Agency’s triple A rating since Nov 2015 Committed to Net Debt/EBITDA less
Slide 13: Thank You
Thank You Contact us: [email protected] SMIC Presentation 13