The popularity of Apple's open pre-order, which has already made global consumers crazy, has also kept Apple's supply-chain-related performers from continuing to climb, swallowing reassurance. Taiwan arsenic gallium wafer foundry industry 2017 years ago, the 3 quarter profit performance has been close to 2016 year, the traditional power amplifier (PA) Peak season effect continues to ferment, for Apple supply chain laser two polar body lumentum foundry Vcsel components also stable shipments, The market is bullish on the 2018 Apple 3D Sensing application is just about to put a lot of business performance continued to be seen in Mong. Apple imports 3D perception, Taiwan-related supply system full support, due to the late launch of the iphone x time, the supply chain benefited mainly from the beginning of 2017, but the 2018 market has been rumored that Apple new machine may fully adopt 3D perception, stability, Mao, wonders, The market for related industries such as Hsin-Hsing will also benefit from Apple light next year. The stable is the Apple lattice projector (dot projector) with Vcsel surface-fired laser components of the main gallium arsenide factory, 2017 optical components shipments are still low, but will continue to climb, future period. 3rd Quarter Cellular Business for new products such as the iphone, the proportion of revenue to 40~45%, Wi-Fi business to $number, infrastructure to reduce to 15% to 20%, including Vcsel optical components, and other businesses, from 2% has been upgraded to 10% levels, Vcsel's massive contribution time falls in 2018. 2018 capital expenditure will be higher than the NT $3 billion ~ billion this year, the first 3 quarters of this year has come to 2.5 billion yuan. In the 3rd quarter of 2017, the NT $4.404 billion in revenue, the quarterly increase of 15%, the annual increase of 24%, the combined gross margin of 37.8%, higher than the previous quarter 0.6%, operating net interest rate 27.9%, higher than the previous quarter 1.8%. Operating net profit of NT $1.228 billion, the quarterly increase of 23%, the annual increase of 42%, after-tax net profit of 1.164 billion yuan, the quarter increased by 60%, compared with the same period last year 16%. The 3rd-quarter EPS was $2.93, the former quarter of NT $1.85, writing a record high. The firm has released its financial survey, the 4th-quarter revenue is expected to be 10 digits lower than the 3rd quarter (10~14%), and the 4th-quarter gross profit margin is expected to be comparable to the 3rd quarter. "The 3rd season continues the traditional peak season for the smartphone market in the 2nd quarter, with the 3rd quarterly revenue growth of 15% and an annual growth of 24% In addition to the continued strong demand for PA products, optoelectronic components are expected to start shipments this season. The system said that the capacity utilization rate was gradually rising, with the 3rd quarter operating margin and operating net profit growing at 17% and 23% respectively over the previous quarter, with annual growth of 33% and 42%, gross margin and net operating interest rates of 37.8% and 27.9% respectively. The 3rd quarter EPS reached a quarterly record high of 2.93 yuan, the cumulative first three-quarter EPS of 6.02 Yuan, has been close to 2016 the whole year of 6.04 Yuan, optimistic look forward to the year-round profit and innovation, the 4th season is not light.
