E&M was put on the stock market on April 30. E&M and silicon products were discontinued on the same day. E&M began to fully recognise revenues including solar, moon, and silicon products from May.
If we combine the revenues of ASE and silicon products, in May last year, the consolidated revenue of the PDA business reached 20.056 billion yuan, and the consolidated revenue of the group that joined the EMS Group reached 29.941 billion yuan. Therefore, if we control the May Group merger with ASE, Revenue from 30.982 billion yuan, compared with the same period last year, an increase of 5.2%, with monthly optical investment in May 2016, the consolidated revenue of 20,901 million yuan of packaging and testing business, compared with the same period last year grew 3.7%.
Compared with the combined total of April and April of this year, the consolidated revenue of the packaging and testing business reached 19.796 billion yuan, and the consolidated revenue of the Group that joined the EMS Group reached 29.741 billion yuan. The monthly consolidated revenue of the Group rose 4.2% from April, and the consolidated revenue of the Group's packaging and testing business rose 5.6% on a monthly basis. As a whole, the operation of Sun Moonlight's investment and control business has begun to enter a growth track.
Since May, the exchange rate of the New Taiwan dollar has been depreciating against the US dollar, and the entry into the stocking season has entered the smart phone chip market. The monthly revenue and profit of the company in the second quarter of the year have only been calculated since its establishment, including only May and June. If the April operating performance of ASE and silicon products is included, the legal person expects that ASE will achieve profitability in the second quarter of the year. Compared with the total profit in the first quarter of ASE, silicon products, there is a chance of growth of about 1 time, and the operation has come out. Valley bottom.
Although the company will maintain its independent operation during the first two years of its investment and establishment, with a long-term industrial layout, E&M will effectively integrate the technologies and production capacity of Sun Moonlight and silicon products. Overall, Half a year is the semiconductor market peak season. Sun Moonlight has controlled Intel, AMD, and NVIDIA's orders for packaging and testing. It is also the largest foundry for mobile phone chip packaging and testing, such as Qualcomm, MediaTek, and Hass, together with the chips used by the Apple iPhone. System-in-Package (SiP) modules, most of which are responsible for sealing and testing at the end of the period, are in charge of the investment and management of the company. The legal person is optimistic that the operation in the second half of the year will be significantly better than the first half of the year.
A recent foreign-invested securities firm pointed out that if we calculate the total revenue and profit of Sun Moonlight and silicon products from January to April of this year, the total revenue of Sun Moonlight will total RMB 400 billion this year, and the profit is expected to exceed 280. Billion yuan, the net profit per share should be between 6.5 and 7.0 yuan.