Tuo pointed out that due to the slowdown in the growth of high-end smart phones and the increase in wafer prices in the first half of this year, the growth rate in the area of packaging and measurement OEM was not as good as that of the same period last year; global IC packaging and testing was also affected, and the output value was estimated to be 25.15 billion US dollars, annual growth rate was 1.4%, growth rate was lower than 9.1% in the same period last year.
Although the Taichang part, the merger of Sun Moonlight, and silicon products, has come to an end, however, due to the weak market conditions of high-end smart phones and wafer price increases, the revenue growth rate and gross profit margin performance are not as good as last year. The situation also occurred in the performance of Amkor, KYEC and Nanmao in the first half of the year; UEST was due to the suspension of operation of the Shanghai plant, resulting in a slight decline in revenue; it is worth mentioning that Licheng benefited from the memory price. The increase, as well as the contribution to the overall revenue after the acquisition of Tera Probe and Micron Akita, is the most outstanding manufacturer in terms of revenue growth outside Chinese manufacturers.
Tuo said that although the market is generally optimistic about automotive applications, 5G, AI and other themes, but the technology is still in the introduction stage, and the current limited production value of the industry will be limited. On the other hand, the industry is in a weaker position in the industry value chain. As a result, in the face of slower smartphone growth and rising costs caused by silicon wafer price increases, the gross margin performance of most of the companies in the first quarter of this year was not as good as the same period of last year. Although the second half of the year entered the traditional sales season, As wafer supply and demand gaps widen, wafer manufacturing costs continue to rise, and the gross margin pressures faced by the packaging and testing industry may persist until the end of the year.