In the fourth quarter of last year, its revenue was 20,964 million yuan, down 5.1% from the fourth quarter of last year, as the client adjusted its inventory by the end of the year. The first three quarters of EPS was 4.78 yuan. The legal person believes that the gross profit margin of the company in the fourth quarter of last year should be The third quarter is quite substantial, but some foreign exchange losses may affect profits.
Last year, NAND Flash market conditions in short supply, of which TLC particles particularly tight supply and demand, but most of the industrial products using SLC or MLC particles, the market is relatively small impact now NAND Flash market began to have some back files, the price correction, it is understood that some industrial manufacturers Has begun to adopt TLC particles. Transcend has also announced the launch of its new 2.5-inch and M.2 industrial grade solid-state drive (SSD), the first 3D TLC NAND flash memory into the embedded solution, the main transmission performance almost equal to the MLC plane 2D flash memory, but the price is more competitive.
Last year, Transcend accounted for about 40% to 50% of its industrial performance, while DRAM business accounted for 10% to 20%. In addition, the proportion of consumer products accounted for more than 10%, and strategic products accounted for nearly 20%. With the NAND Flash market changing this year, To stimulate demand, corporate estimates, the company NAND flash related performance this year will increase the proportion of performance.