Steady and active expansion of production, or supply Apple new face recognition

The GaAs maker made a steady announcement yesterday (16th) and will hold an online law meeting next Monday (23rd). In addition to the announcement of the previous quarter's results, the legal person will focus on stability as Apple's new iPhone will be released in the next quarter. The 3D sensing element shipment kinetic energy status and operational outlook for the second half of the year are expected to be the trend indicator for the GaAs industry.

Steadfastly, the revenue for March this year was 1.443 billion yuan (NTD, the same hereafter), which rose 3.9% month-on-year and increased 22.1% year-on-year. The first-quarter consolidated revenue was 4.463 billion yuan, an increase of 36.4% year-on-year, and the performance was steady upwards. It is expected to advance by season.

Steadfast capital expenditure for this year is estimated to be about RMB 7 billion, which is a significant increase from the RMB 4 billion of the previous year. It is mainly used to purchase equipment and build production lines. It is expected to be fully available in the second half of the year to meet customer capacity demand. Market speculation, stable expansion and production The main reason is to supply Apple's new iPhone Face ID.

It is reported that the production capacity of GaAs alone was about 29,000 units. After the equipment was put into place in the second half of this year, it is expected that the production capacity will increase by 7,000 to 8,000 in the single month before the end of this year. The additional production capacity will be used for RF components and 3D sense. Measured components. Steady yesterday's share price rose 12.5 yuan to close at 331 yuan.

2016 GoodChinaBrand | ICP: 12011751 | China Exports