Gallium Arsenide foundry leader Watson Stable In 2017, with its robust power amplifier demand and the VCSEL, a critical component of 3D sensing, it indirectly cut into the Apple iPhone supply chain, The annual earnings per share of 9.34 yuan, the annual performance growth is superior to the global average gallium arsenide industry and the semiconductor industry, but also better than the stable earnings their own wealth.However, the timing into the first quarter of 2018, the mobile phone market conditions plunged, while the market For iPhone X sales noise, coupled with the continued impact of exchange rates, the first quarter of steady revenue forecast fiscal quarter will be reduced by 1 to 2 percent, but steady Mao for specific brands or products do not make public comments. Revenue in Q1 is expected to decline by more than 10% from the fourth quarter of last year in U.S. dollars. Revenue is estimated to be about 20% of the decline in NT dollars if the exchange rate problem is not solved and the gross profit margin is lower than 2017 In the fourth quarter of 2006, Winston General Manager Wang Yuqi pointed out that Winman 2017 was a dazzling year with revenue and profit making a new historical high in 2016. In 2017, the existing microwave communication business has enjoyed strong growth. The application of optoelectronic components In consumer products also started shipping in the second half, VCSEL and other optical components, revenue share has come to 10% .It is estimated that in 2018 the contribution of product shipments in the entire year, the proportion is expected to increase to 20% of steady revenue revenue.Industry is still optimistic about the application of 3D sensing in Biometrics, mobile devices, AR / VR, LiDAR, the market may believe that more competitors will rush into the competition, but the competition has been there, steady Mao in the 6-inch VCSEL process, still maintain the technical threshold , Can not do much of the manufacturers.RF-related performance last year, Mao Mao has reached its peak in the third quarter, the fourth quarter of wireless communications related business is not short off-season, but also empty production capacity allows photoelectric components to grow again, to the fourth quarter , Steady production capacity has been full, revenue hit a new high .Mao Mao 2017 annual production capacity of about 29,000 standard, is expected before the end of this month will be able to add an additional 7,000 ~ 8,000 .Min Mao directly, photoelectric components have become steady Mao Operating an important foot, Wi-Fi-related business accounting for about 25 to 30%, about 30-35% of mobile communications, infrastructure, about 10 to 15%, VCSEL weight has come to 10%. But only the exchange rate Taiwan's export-oriented semiconductor industry has a huge impact, the Taiwan dollar once Can not keep 29 yuan against 1 US dollar, the exchange rate problem for the steady Mao can be said to be exhausted .Wang Yuqi said that microwave communication, optoelectronic components will continue to grow this year, two major growth engines in 2018 is the 5G with optical components. 5G wireless communications, including low Frequency of sub-6GHz and high-frequency millimeter wave (mmWave) related applications. 5G aspects of the various RF components will be greatly increased demand in the past 2G, 3G, 4G era, about 700MHz ~ 2.7GHz, to 5GHz, 6GHz, etc. Frequency, gallium arsenide advantages will be more apparent, while 5G generation will have more frequency band will be released, Sub 6GHz PA demand will also be greatly increased.Frequency is greater than 28GHz in the field of nano-millimeter, the phase array antenna PA, A large number of LNA components, a group of antennas require a considerable number of PA components. 5G generation, short transmission distance requires more small base stations, the number will increase significantly, the amount of energy demand will be more than the current 3G, 4G giant base station more In the field of high frequency, steady Mao has studied for more than ten years, to stabilize the strengths, Sub 6GHz has been working with customers to develop products suitable for 5G applications to gallium arsenide HBT, BiHEMT based. Integrated microwave arsenic Ga, pHEMT PA, LNA, Switch components Etc. Wang Yuqi believes that the optoelectronic components are optimistic about two parts, first, the 3D sensing market will have explosive growth, 5-year compound growth of up to 37%, the other 5G generation to transmit large amounts of data, in addition to wireless transceiver, the data still depend on Optical fiber to do the link, there will be more demand for optoelectronic components this year is estimated optical communications will be the highest growth in the area, followed by infrastructure, and then mobile devices and other business, but the three areas will maintain growth. Will be raised to NT 7 billion yuan, depreciation costs will increase 3 percent.
