Since last year, the semiconductor supply chain has blew up the trend of stock prices, especially DRAM, NAND Flash, which has been falling for several consecutive years. After the entire wave of manufacturers, there are few DRAM makers, such as Samsung, Micron, SK Hynix, etc. In the market that exceeds 90% or more, NAND Flash manufacturers have only Samsung, Micron, SK Hynix, Toshiba, etc. In the server, smart phones and Internet of things and other applications have emerged, the existing memory capacity can not eat Demand, memory prices are still small this year.
As for the MCU market, it is because the major international manufacturers have moved their production capacity to high-end applications such as smart phones, automotive applications, and industrial control. Large manufacturers such as NXP, STMicroelectronics, and Texas Instruments have successively increased their production capacity. Turned to 32-bit, so that 8-bit MCU market appears to move the plate, also follow up the price rise sound.
As semiconductor materials have risen almost all things, there are numerous lines in the market. The main customers include major manufacturers such as Micron, Texas Instruments, and NXP. Legal entities said that although the memory and MCU product lines are not the main source of revenue, There is still a certain percentage, driven by price increases, there should be relative support for performance.
In addition, Wen Hao also holds a gold chicken mother, which is the power plant (PA) maker Skyworks. Wen Hao indirectly cut into the apple supply chain through the Skyworks product line last year, driving Wen Hao’s post-tax profit last year to reach 2.52 billion yuan. , set a new record high, net profit of 5.26 yuan per share. Due to double profit and more still have room for fermentation this year, legal persons are optimistic about Wen Hao this year in memory, MCU and large customers such as Skyworks performance support, revenue is expected to be double-digit growth, Lee will also be followed by another record high, with a net profit of 5.5 yuan per share or more.