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Soft board + semiconductor equipment outbursts Animal husbandry, operating the qiao
Time£º2016/8/17 9:36:49

Optical detection equipment plant husbandry DE benefit soft board AOI equipment grow strong science and technology, combined with high margin semiconductor AVI equipment start shipment, from the soft board and semiconductor revenue proportion will continue to rise, operations next year will be better than this year.

Optical detection equipment plant husbandry DE science and technology, successfully developed the semiconductor testing equipment, and has set up a shipment smoothly in season 2, the last of the "three arrows", including target 4.0 semiconductor, soft board, hard board industry business strategy, has gradually worked.

Animal husbandry, for the past 3 years, revenue from IC loading board factory has decreased from about 30% to 30%; Revenue from the soft board factory is rising, has gradually increased from 7% in 2013 to 28% in the first half of this year; Semiconductor sector revenue accounted for 10% of this year, board and accounts for about 48%.

Animal husbandry, science and technology, points out that benefit from high margin laser blind holes and soft board AFI proportion increase, the soft board AOI equipment to grow strong, coupled with high gross profit semiconductor AVI equipment start shipment, the second half of the year from soft board and semiconductor revenue accounted for than is expected to top 40%; Turn and product mix, gross margin in the second quarter of record, this year was 66.1%, and the follow-up is expected to maintain a high level.

The forecast in the second half, animal husbandry, the past season 3 is a busy season, the second half of the revenue will be greater than the first half, in the field of semiconductor, animal husbandry, there have been three or four customer orders, the future will continue to promote the customer, will become the main growth momentum next year.

Priest's chairman Wang Guangxia pointed out that the operating goals this year is better than that of last year, operating again next year than this year, "growth year after year.

Animal husbandry, the first half of the year by remittance loss interference, earnings per share 1.59 yuan, only 1.73 yuan decline 8% from a year earlier. But thanks to the new market breakthrough and the increase of the order visibility, animal husbandry, stock prices have completed before filling rate. In view of the dividend policy, animal husbandry, distribution ratio of 9 into in the past, the subsequent will maintain such roughly with rate.

Wang Guangxia, moreover, pointed out that the Taiwan factory is facing the impact of the supply chain, red instead of animal husbandry is bullish, because the factory in profits, just want to reduce the cost of production and capital spending, was grazing, cuts the good chance.

In terms of equipment factory in the competition, higher order products such as soft board testing equipment is the threshold of the mainland factory is difficult to enter; But hard board testing equipment is low price competition by rivals, shepherd's strategy is to target unmanned equipment development, keep the company high gross margin level. (cna)