The arrival of the peak season, PCB equipment business prospects are good
date：2019-05-24 17:42:00
The arrival of the peak season, PCB equipment business prospects are good
The operating results of the first quarter of the printed circuit board industry were released one after another. Due to various factors such as trade war interference, global downturn, customer stocking conservative, and lunar calendar holiday, and in addition to the traditional electronics industry off-season, most manufacturers' performance in the first quarter was flat. The growth rate is not too big.
However, the performance of PCB equipment vendors is relatively bright. In the first quarter of the combined revenue, both Mude (3563) and Qunzhi Industrial (6664) hit a record high in the same period, while Zhisheng Industry (2467) hit a record high in the same period. Industry players have said that the instability of the big environment has slowed down. Seeing that the peak season is approaching, the market trend is also very clear, and it is optimistic about the operation of the market.
In the first quarter of the year, Mud’s revenue and profit reached a record high. The after-tax earnings per share were 6.13 yuan (NTD, the same below). The annual growth rate was nearly 30%. In terms of single-month revenue, even if it is in the off-season, it will remain It is growing in February, and March revenue is also a YOY growth for 34 consecutive months since June 2016. Mude believes that the seasonal off-season has passed and the team will go all out to meet the peak season.
This year, Mude aims to test the PCB and semiconductor COF applications. The new products include Smart camera, FPCB Assembly AVI, and small and medium-sized customers in the land market. The company also emphasizes that 90% of the top 100 PCBs are long-term customers. The company's customer base is extensive and maintains a good relationship, and does not rely on a single customer order. It is understood that this year, the soft board factory has more expansion plans than the last year, and the outlook is over the off-season. With 6.5 billion potential business opportunities, this year's operation is better than last year.
After winning the index orders such as FPC, COF and automotive interior glass, Qunhao has grown steadily. The company pointed out at the law conference that this year's market trend is nothing more than 5G, AI (Artificial Intelligence) / ML (Machine Learning). , car, involved in a variety of processes, materials, including 5G base floor, antenna / RF transmission, MSAP, fan-out package, COF package, ABF shortage of goods, etc., the entire market has been moving, and also stimulate a lot of equipment Demand is generated, and the company is also planning to expand production capacity while the demand is clearly visible. The factors of optimism about the instability of the big environment have slowed down, and the development trend of the electronics industry and market demand are clear. At present, the visibility of orders has been seen in the third quarter, and it will be viewed for the second half of the year.
Zhisheng said that the feedback from the client, although the market sentiment is conservative, the expansion of the factory has slowed down, but the order has not been canceled, but only later, it is expected to be in the alternative purchase equipment order support, as well as in the mainland market. The demand for chemical copper (DSM-PTH) is expected to increase again. The operation in the second quarter will gradually recover. The annual operating efforts are the same as last year and strive to grow slightly.
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