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World advanced panel driver IC prosperous by the end of the fingerprint identification IC next year will be a specialist
Time£º2016/10/9 11:22:09

World advanced 1 company family day, parents, chairman and general manager strategy also release news, in the big size and small size of the panel driver IC, power management IC, such as product line end demand better than expected, the second half of the operating condition is very optimistic.

World advanced announced, 34 and direct employees to issue 10000 yuan bonus, such as the equivalent of more than 4000 employees, the total amount of more than nt $40 million.

World advanced before the assembly said, release a large size panel driver IC client has save enough inventory in the first half of the year, thus slowing demand from the second half of the order information, overall for the second half of the conservative attitudes.

Thought, however, driven by the Olympic TV panels after the demand in the first half of the goods, August is still in the inventory status, but the recent large size panel driver IC has had orders to come in, still needs better than expected.

Small size panel driver IC, affected by Korean panel factory exit, small panel lasts out of stock, deferred to the demand in the second half, so now the small size panel driver IC is still in a tight state, meaning that the driver IC in the second half of the demand is big, the small size panel said than at the beginning of season 3 method proposed by expectations.

Coupled with the consumption and communication of the actual status of the power supply IC is also better than expected, so the entire third quarter guidance operating is standard.

World advanced season 2 after-tax net profit of 1.516 billion yuan in 2016, from the first quarter growth of 12.1%, compared with the same period in 2015 more growth 42.7%, sharply reduced net profit of $0.92 per share, in the first half of total revenue of 12.678 billion yuan, only slightly increased by 1.1% over the same period of last year, but the after-tax profit growth as high as 23.1%, conversion net profit per share 1.74 yuan.

Outlook for the fourth quarter and 2017 season 1 if we can maintain this better-than-expected boom, strategies, points out that conservative panel driver IC demand for the fourth season is pretty good, but in fact there is no killer app, so after the season 3 and 4 pulled goods, in the first three months of 2017, if I can order full hand? This need to observe, traditional slack is likely to react.

World advanced is suffused with TSMC corp., a professional 8 inch wafer foundries, facing the mainland government subsidies semiconductor industry vigorously, to 50% in 2020 and 2020, 70% of IC self-making ratio targets, the mainland has 8 inch wafer factory also may offensive again under the wave of subsidies.

Strategy that Taiwan's industry competitive power and toughness are strong enough, as long as the government policy can open, machine factory is still have a lot of advantages, as in the past and the relationship between the United States, Japan is also in the competition and cooperation at the same time, South Korea is likely to be more competition than cooperation, in the face of competition relations with the mainland, the opportunity of cooperation is still large, because China is the world's largest consumer market.

Strategies for further stated that although the mainland to aim the future self-making ratio 50%, 70%, chip, but in fact, China's current IC self-making ratio only 12-13%, even if most of the chip to self-control, local semiconductor production capacity is not enough, so the world advanced actively strive for mainland of this a few years of IC design company orders, first screens look for cooperation opportunities.

World advanced the contribution of the mainland customers total revenue is less than 10%, looking to the future 3 years, the contribution of China IC customer will quickly grow, covering its three major product lines: panel driver IC, power management IC, and was about to start fast fingerprint identification IC.

For 8 inches factory production capacity, advanced world is still in the short term there are a lot of play space, the first is not to bring a memory (ram - less) panel driver IC, 8 inches factory has enough to satisfy many customers, part of the past in the order of the 12 inches fabs also return to 8 inches factory, the production cost, 8 inches factory quality is more stable, the customer has agreed that this trend.

Moreover, 8 inch wafer plant another opportunity is fingerprint identification IC, now in addition to the Apple (Apple), almost all of the fingerprint identification IC in 8 inch wafer plant production, the world's advanced at present have fingerprint identification IC in Taiwan and the mainland customers, 2017 revenue contribution will increase rapidly.

Potassium nitride (GaN) about new technology for the development of new process, the world's advanced research team has been set up in 2015 in the field of hope that the fastest 2018 revenue contribution.

World advanced operation continued growth over the past few years, every year is better than the expected operating performance, in addition to response on to the welfare of the employees, every year, in the field of public welfare is absent, the love of family day continues to have 970000 yuan this year fundraising, and donor world peace will love meals, 200000 yuan.