As the results of the final turn to profit, and announced that the next generation of 7 NM Vega GPU will be entrusted to TSMC, the future process, the product yield is expected to significantly improve the recent momentum of micro (AMD) gradually back to temperature, Intel (Intel), Nvidia has been a strong threat for many years. Market expectations, micro-products in the new turn to turn the lead, performance can continue to rise, the relevant supply chain will also benefit from the synchronization, including the foundry's high-speed transmission chipset of Cheung-suk, ultra micro-board platform proportion of the lifting of the Hua, which, although the main board (MB) Market scale is shrinking year in, but Asus's Cheung-Suk, apart from the Super micro relationship, And Intel also continued to move forward, with an estimated 2018 performance expected to climb new heights, 2019 performance. After years of silence, the ultra micro-2017 by virtue of cost-effective Ryzen series processor platform for a full restart, coupled with a large mining demand explosion, push up graphics chip shipments and average price (ASP) growth, the annual revenue of 5.33 billion U.S. dollars, compared with 2016 25%, operating benefits of 204 million U.S. dollars, Gross profit margin of 34%, more than 2017 11%, net profit of 43 million U.S. dollars, earnings per share of 0.04 U.S. dollars, and finally realize the goal of deficit, the first quarter of 2018 to maintain growth trend, the results are better than expected, revenue of about 1.65 billion U.S. dollars, compared to the 2017 period of growth 40%, Operating net profit grew 990% from the same period of 2017, as high as 120 million U.S. dollars, after-tax net profit amounted to 81 million U.S. dollars. 2017 is the key year for the Ultra micro deficit, the ultra micro optimism is expected to be an exciting year in 2018, with the first built-in Radeon Vega display the core desktop computer (DT) Ryzen APU was officially launched in February, followed by the second generation of Ryzen DT processor in April, including higher-order Ryzen 7 2700x/2700 and Ryzen 5 2600x/2600, using GlobalFoundries 12 nm process, the highest use of 8 core, 16 thread design, performance significantly increased, the starting price fell between the 199~329 dollars, The price strategy is sharp and has brought significant price pressures on the Intel eighth generation processor family. The great increase of confidence in the super micro-rise again, seizing Intel's commercial market for a large territory, the Ryzen Pro Processor series, which was officially released in May with the new built-in Radeon Vega drawing core, has been fully locked into the commercial ultra-light field, the first commercial PC market in the three big manufacturers hp (HP), Dell (Dell) And Lenovo Qi, a variety of synchronous launch Ryzen Pro Platform notebook computer (NB) and dt. It is noteworthy that the micro will further reveal the details of the next generation platform products such as the 2nd generation Ryzen Threadripper processor during the Computex exhibition in June. According to the latest planning of x86 processor, until 2020 will be introduced in sequence 12 nm ' zen+ ', 7 nm ' Zen 2 ' and the 7 nm + process of the ' Zen 3 ' core, continuous improvement of performance and performance per watt. In the GPU, the Ultra Micro 2018 will be fully expanded ' Vega ' product series, in addition to the ultra-thin NB and the design of the Radeon Vega GPU, and the second half of the introduction of the first 7 NM Radeon Instinct Vega GPU, designed for machine learning applications tailored, the most concerned about is to determine the next single TSMC, the future process of propulsion will not be clamped, good rate and product time-to-market can be improved, and ' Vega ' next generation successor is ' Navi ', will adopt 7 NM process technology, and after the next generation of graphics architecture is expected to 7 NM + process into production. Ultra-micro operation composure, in addition to let Intel, Nvidia experience competitive pressure, but also led the supply chain performance supplement, including the beginning of 2014 to obtain ultra-micro high-speed transmission chipset research and development, a large list of Cheung-Suk, the market expected 2018 years of performance is expected to be more innovative. Cheung Shuo 2017 years of performance, completely not subject to the 2nd quarter to Granville Lawsuit settlement Gold caused the loss of impact, the annual revenue of 2.975 billion yuan, the annual increase 44.66%, EPS amounted to 7.23 yuan, better than 2016 6.19 yuan, revenue, profits with a record high, the first quarter of 2018 EPs amounted to 2.43 yuan, Better than the same period of 2017 1.93 yuan, the benefit of the new platform succession, the performance is expected to sync Jiyan liters. Cheung Suk, who is expected to convene a shareholder meeting on June 14, in the latest report, although 2017 PC market performance weak, but benefited from the electricity market demand does not fall, and because of the third generation of USB3.1 control and device end chip certification, in Intel and and the Ultra micro-Gao Jieping platform to maintain kinetic energy, coupled with a specific customer-made chip output of goods , continue to push up Cheung Shuo operation growth. In terms of product development, in the face of high-resolution image editing, large data transmission, storage backup and higher-order electric competition market demand, in addition to continuously improve the original SATA, PCIe and USB high-speed transmission interface product line, the rise of virtual money, PCIe Bridge chip also indirectly benefit from market opportunities optimistic. In the 2017, the customized integrated chip and integrated TYPE-C device end chip production, in the high-speed transmission also continues to promote the signal to enhance the amplifier and the demand, and provide a relative solution. Facing the continuous evolution of New Wave USB and PCIe interface specifications, technology import time is fast, in the high-speed transmission and specification expansion of the demand to maintain growth trend, in addition to continuing to focus on innovation and research and development to master the changes in the specifications of each generation, in the market development, for outside the PC market expansion will continue to work.
