Semiconductor Manufacturing International Corp. · HKEX:981

Semiconductor Manufacturing International — Investor Presentation (May 2021)

12 slides from Semiconductor Manufacturing International's investor presentation, May 2021

  1. Slide 1: SMIC Investor Presentation

    SMIC Investor Presentation SEHK : 00981 SSE STAR MARKET : 688981 SMIC Investor Relations May 2021

  2. 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”, “Capex Summary” and the statements contained in the quotes of our Co-Chief Executive Officers a

  3. Slide 3: I. SMIC Introduction

    I. II. III. SMIC Market SMIC Introduction Opportunity Performance SMIC Presentation 3

  4. 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 25 % growth $ 3.1 2019 3.9 2020 Shareholding Structure SMIC in IC Ecosystem Strong Global Presence China Information and Communication Material/ Technolo

  5. Slide 5: Steady and Continuous Revenue Growth

    STEADY AND CONTINUOUS REVENUE GROWTH Revenue > US$3billion Revenue > US$2billion Revenue > US$1billion Establishment 3.9 3.4 3.1 3.1 SMIC Annual Revenue (US$bn) 2.9 2.1 2.0 2.2 Emergence 1.6 1.7 of new formats, 1.5 1.5 1.4 1.2 1.3 1.0 1.1 models and 0.1 0.4 applications 0.0 0.38 0.72 has ushered 0.1

  6. Slide 6: II. Market Opportunity

    I. II. III. SMIC Market SMIC Introduction Opportunity Performance SMIC Presentation 6

  7. Slide 7: Rapid Growth of the China IC Market

    RAPID GROWTH OF THE CHINA IC MARKET China IC Market vs. China IC Production Trends (US$bn) 223 150 143 131 118 94 77 83 63 69 57 62 43.2 19.3 23.9 19.3 22.7 7.9 8.8 10.3 11.2 13.2 12.8 5.8 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2025F China IC Market China IC Production • China has be

  8. Slide 8: III. SMIC Performance

    I. II. III. SMIC Market SMIC Introduction Opportunity Performance SMIC Presentation 8

  9. Slide 9: Financial Summary and Index

    FINANCIAL SUMMARY AND INDEX Gross Margin Balance Sheet (US$bn) Revenue (US$mm) 1313 Assets 27% Liability 1291 8.6 Asset 25% 23% Equity 30.8 1104 22.2 1Q21 Results 2Q21 Guidance 1Q21 Results 2Q21 1Q21 end Guidance SMIC Presentation 9

  10. Slide 10: Diversified Revenue Sources: 1Q 2021

    DIVERSIFIED REVENUE SOURCES: 1Q 2021 Revenue by Wafer Revenue by Wafer Revenue by Geography Application Technology 0.25/0.35μm 3.6% 14/28nm 6.9% North America* Others 27.7% 30.5% Smart Phone 40/45nm 16.3% 35.2% Mainland China 0.15/0.18μm and Hong Kong 30.3% 55.6% Eurasia 16.7% Consumer Smart 55/65nm

  11. Slide 11: 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

  12. Slide 12: Thank You

    Thank You Contact us: ir@smics.com SMIC Presentation 12

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