Nov 13 — On the Q3 earnings call, SMIC co-CEO Zhao Haijun said wafer revenue by
end-market was down QoQ for smartphones (-8%) and consumer electronics (-1%). PC
& tablet, industrial & auto, and connectivity & wearables showed no material
change in end-market demand, but SMIC’s revenues for those segments rose 26%,
26% and 18% QoQ respectively, supported by domestic supply‑chain localization
and ahead‑of‑market platform deployments. He said SMIC has rolled out BCD
low/mid/high‑voltage product lines for industrial and automotive use, offering
specialty devices and processes that support up to grade‑0 automotive standards
and cover BMS analog front ends and system base chips, digital isolation,
isolation drivers, sampling front ends and smart power switches to capture
incremental, higher‑value demand.
