消费电子和智能手机是中芯国际主要收入来源,其中消费电子占比40%,智能手机占比24%。从晶圆尺寸看,12寸晶圆收入占比正稳步提升,第四季度达到80%。 2024全年,中芯国际运营利润同比增长32.4%至4.74亿美元;毛利率为18.0%,较上年下降1.3个百分点。 公司预计,由于地缘政治和外贸不确定性,2025年上半年将出现客户拉货的情况。赵海军说,注意到客户趁着国际税率变化不大的情况下开始尽早...
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