The solar, moonlight, and sprint markets accounted for no mercy. Internally, the company recently finalized a capital expenditure of 900 million U.S. dollars (approximately NT$26.5 billion). It is said that the company’s capital spending will be as high as 53 billion yuan last year and this year. Industry outlook.
It is understood that the capital expenditures of Japan, the moon and the moon have been revised up from the original 700 million U.S. dollars to 900 million U.S. dollars. The key is from the integrated component manufacturers (IDM), and the lower-order orders for decentralized components in mainland China grew faster than expected, plus copper. The number of customers for the process and the number of orders have continued to increase, so that the Moonlight decided to make more money this year, and simultaneously expand the production capacity of both sides of the strait.
This year's capital expenditures will be mainly used to expand copper processes, high-end flip-chips and low-end discrete component products. These three parts will become the three major driving forces driving the growth of Sun Moon Light's performance this year.
Although Sun Moonlight has long been a leading indicator, it is not as good as its elder brother. It has recently focused on expanding its copper-wire sealing and testing capacity, and has emerged from a new competitive advantage. In contrast, gold-based products are mainly used as counterfeits. Due to the continuous rise in the price of gold, the order of the company from the IDM manufacturers was not as expected. This year's capital expenditure input is weak. Whether from the perspective of capital expenditures, revenue growth, or share price, legal person analysis, Sun Moonlight has the opportunity to take the real lead this year.
Sun Moonlight's closing price on the 14th was 34.9 yuan, up 0.2 yuan, while the counterfeit product went up 0.05 yuan to 36.1 yuan. The sun and moon stock prices caught up with the fakes, just around the corner.
According to the director of the company, from September to October last year, due to the conservativeness of orders from IDM manufacturers, and the arrival of the copper expansion line in advance in the third quarter of last year, the capital expenditures of the company in the fourth quarter of the year tend to be conservative. Capital expenditures amount to 880 million U.S. dollars. In the next three years, the U.S. and U.K. will have annual revenues of 10 billion U.S. dollars and the global market will reach 40%.
According to the director of the company, the US-Japan-Europe-based IDM plant once again significantly increased the copper wire manufacturing process orders, plus chip orders for smart phones, tablet computers and smart TVs this year. Major customers such as ATMEL, new Synaptics, Broadcom, Infineon, Marvell, Qualcomm, Renesas, NXP, Toshiba and NEC, etc., are quite promising this year and are optimistic about this year. Due to the performance of orders, it was decided to expand production capacity across the strait.
According to internal statistics of the company, the continuous expansion of outsourcing by IDM is the future trend. The proportion of outsourcing in Asia has increased from 26% a decade ago to 36% last year and will reach 43% by 2014.
As the IDM plant revenue is much larger than the IC design company, the future growth of the packaging and testing industry will be higher than the entire semiconductor industry. Asia's packaging and testing industry is deeply cost-competitive, and leading solar day and moonlight benefit the most.
The company's revenue last year was RMB185.742 billion, a record high, the annual growth rate increased by 120.04%, and the global market share was over 20%. The legal person estimated that the net profit per share after last year was more than RMB3.
It is understood that the capital expenditures of Japan, the moon and the moon have been revised up from the original 700 million U.S. dollars to 900 million U.S. dollars. The key is from the integrated component manufacturers (IDM), and the lower-order orders for decentralized components in mainland China grew faster than expected, plus copper. The number of customers for the process and the number of orders have continued to increase, so that the Moonlight decided to make more money this year, and simultaneously expand the production capacity of both sides of the strait.
This year's capital expenditures will be mainly used to expand copper processes, high-end flip-chips and low-end discrete component products. These three parts will become the three major driving forces driving the growth of Sun Moon Light's performance this year.
Although Sun Moonlight has long been a leading indicator, it is not as good as its elder brother. It has recently focused on expanding its copper-wire sealing and testing capacity, and has emerged from a new competitive advantage. In contrast, gold-based products are mainly used as counterfeits. Due to the continuous rise in the price of gold, the order of the company from the IDM manufacturers was not as expected. This year's capital expenditure input is weak. Whether from the perspective of capital expenditures, revenue growth, or share price, legal person analysis, Sun Moonlight has the opportunity to take the real lead this year.
Sun Moonlight's closing price on the 14th was 34.9 yuan, up 0.2 yuan, while the counterfeit product went up 0.05 yuan to 36.1 yuan. The sun and moon stock prices caught up with the fakes, just around the corner.
According to the director of the company, from September to October last year, due to the conservativeness of orders from IDM manufacturers, and the arrival of the copper expansion line in advance in the third quarter of last year, the capital expenditures of the company in the fourth quarter of the year tend to be conservative. Capital expenditures amount to 880 million U.S. dollars. In the next three years, the U.S. and U.K. will have annual revenues of 10 billion U.S. dollars and the global market will reach 40%.
According to the director of the company, the US-Japan-Europe-based IDM plant once again significantly increased the copper wire manufacturing process orders, plus chip orders for smart phones, tablet computers and smart TVs this year. Major customers such as ATMEL, new Synaptics, Broadcom, Infineon, Marvell, Qualcomm, Renesas, NXP, Toshiba and NEC, etc., are quite promising this year and are optimistic about this year. Due to the performance of orders, it was decided to expand production capacity across the strait.
According to internal statistics of the company, the continuous expansion of outsourcing by IDM is the future trend. The proportion of outsourcing in Asia has increased from 26% a decade ago to 36% last year and will reach 43% by 2014.
As the IDM plant revenue is much larger than the IC design company, the future growth of the packaging and testing industry will be higher than the entire semiconductor industry. Asia's packaging and testing industry is deeply cost-competitive, and leading solar day and moonlight benefit the most.
The company's revenue last year was RMB185.742 billion, a record high, the annual growth rate increased by 120.04%, and the global market share was over 20%. The legal person estimated that the net profit per share after last year was more than RMB3.
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