Yi Deng firm PA actively strengthen sensor agent line

The way for the access broker to hold the law, chairman Zeng said that the main focus this year is still mobile communications related areas, the 4th quarter of the operation is expected to be better than the 3rd quarter, can have a small growth, optimistic about the future of the Internet, automotive electronics era of various types of sensor demand explosion, and applied to face recognition of optical sensors, data center, The optical fiber communication components in the server field are the vast market with great potential. The top five agency lines accounted for about 80% of the revenue, including Apple (AAPL) IPhone, the mainland's first-line brand handset industry power amplifier (PA) component supplier think-good news (Skyworks), sensing elements leading-way semiconductor (STM), NXP, InvenSense, Silicon Labs. Due to the late launch of Apple's iphone new product this year, the market estimated the mobile phone season deferred to the 4th quarter, the company will also be expected to appear quarterly revenue growth trend this year, the 1th quarter next year to return to the traditional off-season cycle, reflecting the number of working days to reduce factors. Zeng said that the future driving force will be bullish on data centers, clouds, server areas, industrial control, automotive electronics also in full swing. Of course, the most important thing is mobile phone communications related products, but will extend to netcom, the automotive sector, IoT is not a new concept, but to observe how the industry with the business model to operate. Zeng believes that the future whether it is pure electric cars, electric hybrid car or traditional car, electronic is a trend, including sensors, MCU, motor control IC, Power Management IC, to CMOS image sensor, a car at least also has 8~16 demand, application range including side border collision, reversing Radar, Even electronic rearview mirror, auto with the car, MCU can be applied to electric windows, tachometer and so on, electric vehicle market has Tesla leader, the mainland development of electric cars is quite positive, with the vast market opportunities. It is understood that Yi Deng also a small amount of agent CIS components Sony car products. Due to data center, cloud computing, large data trends, Yi Deng also agent optical communication 25G, 100G, 400G module and network switch related products, Luxtera has increased the agent line. In addition, watch IoT officially into the family area, Amazon Echo series of products locked is the smart home market, Conexant also hold the product line into the Intelligent voice assistant market. More notable is that, in addition to the existing NVIDIA, the benefit of the recent increase in the Austrian microelectronics (AMS) agent line, Yi Deng is equal to cut into AI, 3D sensing two major emerging areas. Nvidia to work with GPU-oriented AI blueprint, Gao Jiexian card also due to the competition, mining and other demand, although the current agent Nvidia products are not high proportion, but long-term cooperation, can still benefit from Nvidia's outstanding performance. AMS is the Apple supply chain, AMS, a big cash acquisition of the face-shot laser (VCSEL) Industry Princeton Optronics, optical components industry heptagon 100% stake, fully consolidate 3D sensing optical components, 3D sensing Apple launched iphone X, A number of non-Apple brands will be robbed, but also to establish face recognition of the product trends, to the iphone x Market Heat, will have the opportunity to rely on the agent AMS products Attack 3D sensing field, but also to maintain the market forces of various sensors. Profit in the proportion of products, from the product category, analog components accounted for about 68.3%, from the application platform, to wireless communications for the largest proportion of 67.6%. The 2017-year-old 3-quarter revenue amounted to NT $55.33 billion, compared with the same period last year, with a yield of about 3.73%. The pre-tax net profit amounted to NT $330 million and the net profit of NT $260 million, which grew by about 18.25% over the same period last year. EPS is 1.21 yuan, which is better than 1.03 yuan in the same period last year. The combined revenue for the 3rd quarter of 2017 amounted to NT $21.5 billion, a decrease of about 12.91% in revenue compared with the same period last year. The pre-tax net profit amounted to NT $160 million and the net profit of NT $130 million was reduced by about 8.06% over the same period last year. EPS was $0.62 and EPS was $0.68 for the same period last year.

2016 GoodChinaBrand | ICP: 12011751 | China Exports