Timing into the 3rd quarter, Apple's new iphone and other products supply system start-up operation, holding Skyworks and other semiconductor components, such as the IC channel Wen Ye, Yi Deng, etc., are expected to benefit from the peak season effect, which, supply chain manufacturers estimate, Wen Ye 3rd quarter Performance Quarter growth and annual growth to secure double digits is not a It also has the chance to have a strong quarterly growth momentum of around 30% in the 3rd quarter. Wen Ye recently actively strengthen the automotive semiconductor products Line warfare power, the mainland Netcom chip demand performance is robust, coupled with the 2nd quarter of the communications related chip inventory adjustment, Wen Ye chairman Zheng Wenzong said in the law will blunt, 3rd quarter No matter is the season growth or annual growth are expected to have double-digit range. Zheng Wenzong said that 3rd quarter revenue will be greatly increased, mainly because one of the major suppliers to adjust the direct supply and the proportion of the channel agent, the existing supplier of products more than 10 customers, primarily mobile phone-related communications components mainly for consumer electronics products, suppliers optimistic about Wen Ye operating capacity, Peace of mind to the original direct sales to the end customers a large number of products transferred by the Wen Ye agent, from August by the Wen Ye-tuan began shipping. The market has initially estimated that in the 3rd quarter, Wen Ye-ying is expected to increase by about 15 billion ~170 billion. Zheng Wenzong that the existing important supplier of the original gross profit margin of more than 60%, to Wen Ye agent sales, the supplier can simplify its operation management mode, the new business is not one-off but long-term, the growth of kinetic energy to the 4th quarter will continue. The supplier of products to ship more than the mainland, a small number of Southeast Asia and Taiwan, which is also the original profit good business, Wen Ye will not undertake unprofitable business, Wen Ye has been with the supplier for a period of time to prepare, this August officially started by the Wen Ye agent shipments. Zheng Wenzong said that since 2018, it is true that all kinds of zero components have the extension, the phenomenon of price increases, especially the more basic components more obvious, this main due to the past, the relevant manufacturers lack of investment, but also including semiconductor raw materials silicon wafer. But in fact, most customers are not seriously hurt, for the channel, although a small increase in operating costs, but mainly in the coordination of the delivery part, but also did not see which brand manufacturers can not ship or completely take up the status of zero components, and Wen Ye did not benefit from the passive components related to price shortages of the tide, Wen Ye the largest source of operating growth, or automotive semiconductor and communications-related IC, the performance growth of most of the expected, slightly higher than the annual plan, 3rd-quarter mobile phone-related chip agent business, will grow. In the 2nd quarter of Wen Ye, the combined revenue was about NT $53.2 billion, which grew about 7% in the quarter and grew by about 32% in the year. Benefited from the increase in operating efficiency, the combined operating profit rate of 2.31%, compared with the same period last year 2.25%. The net profit was about NT $620 million, the growth was about 7%, the annual growth was 14%, and EPs was about NT $1.12 after tax. Wen Ye pointed out that in the 2nd quarter of 2018 in terms of product applications, the communications sector due to mobile phone customers in the final stage of inventory adjustment, showing a quarterly decline. Other areas of application due to the pull effect of entering the peak season, are both double-digit growth. 2018 the last half of the Wen Ye consolidated revenue of about NT $102.9 billion, annual growth of 31%, the combined operating interest rate of about 2.21%, better than the same period of 2.19%, the combined operating interest of about 2.269 billion yuan, the same period last year, about 31% yuan, the net profit of about 1.2 billion, increased by about 14%, EPS was about 2.17 Yuan after the first half of the year. Wen Ye released the 3rd quarter of the financial survey, the expected revenue will be between NT 74 billion ~780 billion interval, the annual growth of about 46%~53%, operating interest rate between 1.9~2.1%. The field of communications because of mobile phone customers into the pull peak season driven, combined with the market share, it is expected to show a large quarterly growth and annual growth, other products are not applied to the stability of the demand for growth, the forecast will be presented with single-digit growth and double-digit years of growth, the same agent Skyworks components of professional IC agency manufacturers to register, Also announced July 2018 consolidated revenue of NT $6.98 billion, the monthly growth of 8.21%, the annual growth of 7.05%. The cumulative revenue in 2018 amounted to NT $44.46 billion, which grew by 10.17% compared with the same period last year. Market is bullish on the United States leading mobile phone manufacturers will soon release new products in the peak situation, coupled with large data, data center-driven servers, Netcom related chip demand continues to flee, will continue to promote the semiconductor market forward. Yi Deng holding the Italian-French semiconductor (ST), AMS, Skyworks and other leading IDM factory agent product line, the 3rd quarter is expected to benefit from the Apple portable device new stock tide, the market estimated performance quarter growth rate will come to 30% levels. The system does not comment on specific brands, agency products, and financial forecasts. But the relevant manufacturers believe that the 3rd quarter of the season effect of basic disk is still in the first half of the mobile phone-related communications chip inventory adjustment, is expected to gradually end. It is noteworthy that in the field of CMOS sensors, channel manufacturers Changli with the Japanese factory Sony cooperation has been a long time, but Yi Deng also won the Sony car with CIS component agent, looking forward to future, automotive electronics will become all kinds of power semiconductors, separation components, CMOS image sensors, MEMS and other blue sea market, Yi Deng will also continue to strengthen the electronic layout of vehicles.
