<p><span>全球设计和制造创新半导体材料的领导者</span><span><span> </span></span><span>Soitec 于</span><span><span> </span></span><span>10 月</span><span><span> </span></span><span>21 日宣布了</span><span>公司<span> </span></span><span>2021 财年第二季度业绩(截止至</span><span><span> </span></span><span>9 月</span><span><span> </span></span><span>30 日),合并收入为</span><span><span> </span></span><span>1.408 亿欧元,与</span><span><span> </span></span><span>2020 财年同期的</span><span><span> </span></span><span>1.39 亿欧元相比</span><span>,</span><span>增长</span><span><span> </span></span><span>1.3%(按固定汇率</span><span>和边界</span><span>1</span><span>计增加</span><span><span> </span></span><span>3.5%)。</span><span>2021</span><span><span> </span></span><span>财年</span><span>第二季度销售额比第一季度增长了</span><span><span> </span></span><span>27.1%</span><span>(</span><span>按固定汇率</span><span>和边界</span><span>1</span><span>计</span><span>)</span><span>。</span></p>
<p><span>自</span><span>疫情爆发以来,Soitec<span> </span></span><span>的所有生产设备维持正常运转,持续</span><span>为客户</span><span>供应</span><span>产品</span><span>,依照</span><span>产品路线图</span><span>的规划推动</span><span>所有关键研发项目</span><span>的进展</span><span>,并扩大</span><span>了</span><span>法国</span><span>贝宁 I</span><span>II<span> </span></span><span>厂</span><span>的150</span><span>-mm</span><span>晶圆的产能。</span></p>
<ul>
<li><span>2021</span><span><span> </span></span><span>财年第二季度收入达 1.41</span><span><span> </span></span><span>亿欧元,较 2020</span><span><span> </span></span><span>财年同期增长 3.5%</span></li>
<li><span>按固定汇率和边界</span><span>1</span><span>计,2021</span><span><span> </span></span><span>年上半年的营业额为 2.54</span><span><span> </span></span><span>亿欧元,同比 2020</span><span><span> </span></span><span>年上半年保持稳定</span></li>
<li><span>按固定汇率和边界</span><span>1</span><span>计,预计 2021</span><span><span> </span></span><span>财年的销售额将保持稳定,电子产品业务税息折旧及摊销前</span><span>2</span><span>(EBITDA)利润率</span><span>3</span><span>预计约为<span> </span></span><span>30%</span></li>
</ul>
<p><span>Soitec</span><span><span> </span></span><span>的首席执行官 Paul Boudre</span><span><span> </span></span><span>表示:</span><em>“2021</em><em><span> </span></em><em>财年第二季度表现良好,我们有望实现全年的有机销售额目标。正如预期,一季度后营收情况实现了反弹,下半年预计迎来稳定的增长。</em></p>
<p><em>得益于 4G 和 5G 蜂窝网络部署,市场对<span> <span> </span></span>RF-SOI 需求增加,进而推动了我们销售额的持续增长。此外,专用于射频滤波器的 POI衬底的市场需求也进一步增长。</em></p>
<p><em>最后,近期我们的可转换债券发行成功,我们感到十分高兴。这表明投资者对我们的经营模式和前景充满信心。发行债券所筹得的资金将使我们的灵活性更高,更好地准备,以随时迎接潜在的增长机会。”</em></p>
<p><strong>2021 财年第</strong><strong>二</strong><strong>季度合并销售额</strong><strong>(</strong><strong>未经审计</strong><strong>)</strong></p>
<table border="1" cellpadding="0" cellspacing="0" style="font-family: "Microsoft YaHei"; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-style: initial; text-decoration-color: initial; margin-left: 0px; border: none; border-collapse: collapse; width: 442.2pt;" width="590">
<tbody>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">2020</span><span style="font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold;">财年第二季度</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">20</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">21</span><span style="font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold;">财年第二季度</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td colspan="2" style="width: 141.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">2020/2021</span><span style="font-size: 9pt; font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="bottom">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-style: italic;">(</span><span style="font-family: DengXian; font-style: italic;">千欧元</span><span style="font-family: Arial; font-style: italic;">)<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="middle">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 9pt; font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">同比</span><span style="font-size: 9pt; font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="middle">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 9pt; font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">按固定汇率和边界计</span><span style="font-size: 9pt; font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">150/200-mm<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">61,957<span> </span></span><span style="font-family: Arial;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold;">71,029<span> </span><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">+15%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">+17%<span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">300-mm<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">71,504</span><span style="font-family: Arial;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold;">63,877<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">-11%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">-9%<span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: DengXian;">特许权使用费及其他营业收入</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; background: transparent; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">5,555</span><span style="font-family: Arial;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; background: transparent; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold;">5,848<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; background: transparent; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">+5%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; background: transparent; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">+6%</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
</tr>
<tr style="height: 5.45pt;">
<td style="width: 158.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold;">总营收</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">139,015<span> </span></span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">140,754<span> </span><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">+1.3%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.75pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">+3.5%</span></p>
</td>
</tr>
</tbody>
</table>
<p><span>较 2</span><span>020 财年</span><span>同期</span><span>,</span><span>20</span><span>21 财年第二季度</span><span>的销售表现较为多样化。</span><span>专用于智能手机射频应用的RF-SOI晶片实现了小幅增长</span><span>;</span><span>而Power-SOI的销售额</span><span>、以及</span><span>专用于汽车和物联网/消费终端市场的FD-SOI 晶圆</span><span>的销售额有所</span><span>下降</span><span>;</span><span>其他Specialty-SOI产品(Imager-SOI和Photonics-SOI)均表现出色</span><span>;</span><span>而专用于智能手机</span><span>射频</span><span>滤波器的</span><span><span> </span></span><span>POI 晶圆</span><span>则</span><span>实现了强劲增长。</span></p>
<p><em>150/200-mm<span> </span></em><em>晶圆销售</em></p>
<p><span>150/200-mm</span><span><span> </span></span><span>晶圆主要为针对射频和功率应用的优化衬底。按固定汇率计,</span><span>在</span><span><span> </span>2</span><span>021 财年第二季度</span><span>,</span><span>150/200-mm 晶圆销售</span><span>额比 2020</span><span><span> </span></span><span>财年同期</span><span>增长了</span><span><span> </span></span><span>17%。</span><span>销售额的</span><span>增长</span><span>主要归功于</span><span>产品组合</span><span>的进一步优化,同时也受到销售量增长的推动</span><span>。</span><span>其中</span><span>,</span><span>因</span><span>射频应用中</span><span><span> </span></span><span>RF-SOI<span> </span></span><span>的</span><span>含量</span><span>增加,</span><span>200</span><span>-</span><span>mm RF-SOI 晶圆的销售</span><span>额实现了</span><span>强劲的增长。</span><span>与此</span><span>同时,</span><span>由于</span><span>汽车市场</span><span>在疫情期间受到影响</span><span>,Power-SOI 晶圆销售下降。</span></p>
<p><span>用于射频滤波器的 150</span><span>-</span><span>mm<span> </span></span><strong>POI</strong><strong><span> </span></strong><strong>(压电绝缘体)</strong><span>晶圆在贝宁 I</span><span>II<span> </span></span><span>厂的产量持续增加。</span><span>Soitec 的POI<span> </span></span><span>衬底</span><span>为智能手机</span><span><span> </span></span><span>4G/5G 滤</span><span>波</span><span>器带来了</span><span>巨</span><span>大价值。150/200</span><span>-</span><span>mm 晶圆与</span><span><span> </span>2021</span><span><span> </span></span><span>财年</span><span>第一季度相比连续增长</span><span><span> </span></span><span>8%</span><span>(</span><span>按固定汇率计</span><span>)</span><span>。</span></p>
<p><em>300-</em><em>mm</em><em><span> </span></em><em>晶圆销售</em></p>
<p><span>在</span><span><span> </span>20</span><span>21 财年第二季度,300-</span><span>mm</span><span><span> </span>晶圆销售</span><span>比 20</span><span>20 财年</span><span>同期</span><span>下降了</span><span><span> </span></span><span>9%</span><span>(</span><span>按固定汇率</span><span>计)</span><span>,这反映了销量的小幅下降</span><span>,</span><span>以及产品组合</span><span>需得到进一步的优化</span><span>。</span><span>在持续增长的<span> </span></span><span>4G 市场以及第一代</span><span><span> </span></span><span>5G智能手机部署的支持下</span><span>,300-mm</span><span><span> </span>RF-SOI 晶圆</span><span>的</span><span>销售</span><span>维持在高位</span><span>水平。</span></p>
<p><span>与</span><span><span> </span>20</span><span>21 财年第一季度</span><span>的情况相同</span><span>,第二季度</span><span><span> </span></span><span>FD-SOI 晶圆</span><span>的</span><span>销售额低于上年。但设计和开发活动仍然保持活跃,尤其是在与</span><span><span> </span></span><span>5G</span><span>、</span><span>边缘计算和汽车相关的应用中。</span></p>
<p><span>其他</span><span><span> </span></span><span>300-</span><span>mm</span><span><span> </span>产品(用于智能手机的</span><span><span> </span></span><span>3D 应用</span><span>的<span> </span></span><span>Imager-SOI 和用于数据中心的</span><span><span> </span></span><span>Photonics-SOI)的销售</span><span>仍表现相对</span><span>强劲。与</span><span><span> </span>20</span><span>21 财年第一季度相比,300</span><span>-</span><span>mm 晶圆销售环比增长了</span><span><span> </span></span><span>59%</span><span>(</span><span>按固定汇率</span><span>计)</span><span>。</span></p>
<p><em>特许权使用费及其他营业收入</em></p>
<p><span>在</span><span><span> </span></span><span>2</span><span>02</span><span>1 财年第二季度,特许权使用费和其他收入总额达到</span><span><span> </span></span><span>580 万欧元,而</span><span><span> </span>20</span><span>20 财年</span><span>同期</span><span>为</span><span><span> </span></span><span>560 万欧元(按固定汇率</span><span>和边界</span><span>1</span><span>计增长</span><span><span> </span></span><span>6%)。</span></p>
<p><strong>2021</strong><strong><span> </span></strong><strong>财年上半年合并销售额(未经审计)</strong></p>
<table border="1" cellpadding="0" cellspacing="0" style="font-family: "Microsoft YaHei"; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-style: initial; text-decoration-color: initial; margin-left: 0px; border: none; border-collapse: collapse; width: 442.15pt;" width="590">
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<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><o:p> </o:p></span></p>
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<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">2020</span><span style="font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold;">财年上半年</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
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<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">202</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">1财年上半年</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
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<td colspan="2" style="width: 141.75pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">2020/2021</span><span style="font-size: 9pt; font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
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<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
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<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
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<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold;"><o:p> </o:p></span></p>
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<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
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<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="bottom">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-style: italic;">(</span><span style="font-family: DengXian; font-style: italic;">千欧元</span><span style="font-family: Arial; font-style: italic;">)</span><span style="font-family: Arial; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="middle">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 9pt; font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">同比</span><span style="font-size: 9pt; font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="middle">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 9pt; font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">按固定汇率和边界计</span><span style="font-size: 9pt; font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
</tr>
<tr>
<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">150/200-mm</span><span style="font-family: Arial;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">121,425<span> </span><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold;">138,421<span> </span><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">+14%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">+15%<span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">300-mm<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">125,335<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold;">105,146<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">-16%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">-15%<span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: DengXian;">特许权使用费及其他营业收入</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial;">11,690<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold;">10,809<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">-8%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; font-weight: bold; font-style: italic;">-8%</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
</td>
</tr>
<tr>
<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-size: 5pt; font-family: Arial; font-weight: bold; font-style: italic;"><o:p> </o:p></span></p>
</td>
</tr>
<tr>
<td style="width: 158.7pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: DengXian; color: rgb(42, 101, 164); font-weight: bold;">总营收</span><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;"><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">258,451<span> </span><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold;">254,375<span> </span><span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.85pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">-1.6%<span><o:p></o:p></span></span></p>
</td>
<td style="width: 70.9pt; border-width: initial; border-style: none; border-color: initial; padding: 0pt 5.4pt;" valign="top">
<p class="MsoNormal" style="text-align: left; margin-bottom: 0pt; line-height: normal;"><span style="font-family: Arial; color: rgb(42, 101, 164); font-weight: bold; font-style: italic;">-0.4%</span><span style="font-family: Arial; font-weight: bold; font-style: italic;"><span><o:p></o:p></span></span></p>
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<p><span>在 2021</span><span><span> </span></span><span>财年上半年,Soitec</span><span><span> </span></span><span>收入达到 2.544</span><span><span> </span></span><span>亿欧元,较 2020</span><span><span> </span></span><span>财年同期几乎持平(按固定汇率和边界</span><span>1</span><span>计-0.4%)。与 2020</span><span><span> </span></span><span>财年上半年相比,200-mm</span><span><span> </span></span><span>晶圆销售增长 15%,而 300-mm</span><span><span> </span></span><span>晶圆销售下降 15%。(按固定汇率计)</span></p>
<p><strong>财年展望</strong></p>
<p><span>Soitec</span><span><span> </span></span><span>预计,按固定汇率和边界计,2</span><span>0</span><span>21</span><span><span> </span></span><span>财年销售额将保持稳定,其电子产品业务 EBITDA</span><span><span> </span></span><span>利润率将达约 30%。</span></p>
<p><strong>注释:</strong></p>
<p><span>[1] 按固定汇率和可比的合并范围;范围效应仅适用于第一季度;与 2019</span><span><span> </span></span><span>年 5</span><span><span> </span></span><span>月收购 EpiGaN N.V.</span><span><span> </span></span><span>有关;第二季度没有范围效应;EpiGaN N.V.</span><span><span> </span></span><span>在 2020</span><span><span> </span></span><span>年 7</span><span><span> </span></span><span>月更名为 Soitec Belgium N.V</span><span>.</span><span>;其收入包括在特许权使用费和其他收入部分中。</span></p>
<p><span>[2] EBITDA</span><span><span> </span></span><span>是指未计折旧、摊销、与股份支付相关的非货币项、流动资产拨备变动以及风险和应急事项拨备变动前(不包括资产处置收入)的当期经营收入(EBIT)。这种替代业绩指标是非 IFRS</span><span><span> </span></span><span>量化指标,用于衡量公司从其经营活动中产生现金的能力。EBITDA</span><span><span> </span></span><span>不是由 IFRS</span><span><span> </span></span><span>标准定义的,不得视为任何其他财务指标的替代方案。</span></p>
<p><span>[3] 电子产品业务的 EBITDA</span><span><span> </span></span><span>利润率=来自持续经营/销售的 EBITDA。</span></p>
<p><strong>关于<span> </span>Soitec</strong></p>
<p><span>法国 Soitec 半导体公司是设计和生产创新性半导体材料的全球领先企业,以其独特的技术和半导体领域的专长服务于电子和能源市场。Soitec 在全球拥有</span><span><span> </span></span><span>3000 多项专利,在不断创新的基础上满足客户对高性能、低能耗、以及低成本的需求。Soitec 在欧洲、美国和亚洲设有制造工厂、研发中心和办事处。Soitec 和</span><span><span> </span></span><span>Smart Cut 为</span><span><span> </span></span><span>Soitec 公司注册商标。</span></p>
<p><span>更多关于</span><span><span> </span></span><span>Soitec 的信息,请访问</span><span><span> </span></span><span>Soitec 官方网站www.soitec.com</span></p>