Click
Chat
 
Du kan vedhæfte PDF, JPG, PNG, DOC(X), XLS(X) og TXT-filer. Klik på ikonet, vælg fil og vent til upload er færdig før du indsender eller uploader endnu en fil.
60
Vedhæft Send
Historik

Vælg chat via ovenstående menu
Luk reklame

DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

elektronik lagercyklen


5705 le 25/3 2009 10:51
Oversigt

den positive vending er i fuld sving fra en kraftig lagerreduktion i oktober-januar til en fornyet lageropbygning og mangel på komponenter

ASE, SPIL 2Q utilization to rebound

Wednesday 25 March 2009]


Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL) may see their packaging and testing utilization rates climb to 60% in the second quarter of 2009, up from 40-50% for the present quarter, market watchers have estimated. The two major backend suppliers are expected to record 15-25% revenue increases sequentially for the coming quarter.

The watchers attributed ASE's and SPIL's second-quarter growth to rising orders from the handset, telecom equipment and graphics processor segments.

The outlook for the back-end service providers is line with the favorable development at Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC), the watchers remarked. TSMC and UMC are ramping up production to meet rising orders, with the two foundries set to terminate their unpaid leave policies, the watchers said.

In the fourth quarter of 2008, ASE and SPIL saw utilization rates drop to 60-66% due to foundries' falling silicon wafer shipments amid weak demand. Both back-end service suppliers swung to losses in the fourth quarter.

In related news, fellow players Greatek Electronics and Sigurd Microelectronics also expect their utilization rates to reach 60% and 70-75%, respectively, in the second quarter, according to the companies.

ASE, SPIL: February 2008 - February 2009 revenues (NT$m)

Month
ASE
SPIL

Sales
Y/Y
Sales
Y/Y

Feb-09
2,172
(45.5%)
3,001
(34.6%)

Jan-09
1,717
(61.3%)
2,335
(54.4%)

Dec-08
1,985
(58.9%)
2,647
(52.2%)

Nov-08
2,964
(42.7%)
4,230
(28.3%)

Oct-08
3,957
(31.3%)
5,572
(11.5%)

Sep-08
4,261
(24.6%)
5,780
(6.9%)

Aug-08
4,647
(10.5%)
5,886
(3.1%)

Jul-08
4,544
(4.4%)
5,576
(0.9%)

Jun-08
4,383
0.2%
5,537
5.7%

May-08
4,435
2%
5,345
3.8%

Apr-08
4,367
9.5%
4,970
2.6%

Mar-08
4,479
14%
5,221
7%

Feb-08
3,988
13%
4,591
8.1%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, March 2009

ASE, SPIL: 3Q 2007 - 3Q 2008 revenues (NT$m)

Quarter
ASE
SPIL

Sales
Y/Y
Sales
Y/Y

3Q-08
13,452
(13.7%)
17,242
(3.7%)

2Q-08
13,185
3.7%
15,852
4.1%

1Q-08
12,908
12.3%
14,931
8.6%

4Q-07
15,751
14.8%
17,729
20.9%

3Q-07
15,589
(3.2%)
17,909
22.6%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, March 2009






25/3 2009 10:55 le 05706



Chip lagrene bragt for langt ned

TSMC resumes production as orders surge

Monday 23 March 2009]

Taiwan Semiconductor Manufacturing Company (TSMC) has returned to almost full production, buoyed by a surge in short lead time orders for handset chips, telecom products and graphics processors, according to industry sources. The foundry has seen orders for the second quarter increase 10-30% sequentially.

Handset chipmakers Texas Instruments (TI) and Qualcomm have increased their second-quarter orders by 10-15%, the sources said. Meanwhile, Altera has placed 10% more orders for the coming quarter, as demand for field-programmable gate arrays (FPGAs) is rising amid China's deployment of 3G networks.

North America's switch to digital TV broadcasting has led to a substantial number of orders for network solutions, the sources noted. The foundry service provider also secured 30% more graphics chip orders from Nvidia for the quarter.

Rival United Microelectronics Corporation (UMC) has also restored production at its fabs, having received better-than-expected orders from IC design houses for the second quarter, indicated the sources.

Both top-two contract chipmakers have reportedly already brought back all employees to their 12-inch production lines, and further shortened or ended compulsory unpaid leave.



25/3 2009 11:02 le 05707



Taiwan chip resistor makers see utilization rates increase to 95%

Tuesday 24 March 2009]


Ta-I Technology and Ralec Electronics, two Taiwan-based makers of chip resistors, have seen their utilization rates climb to 95%. First-quarter shipments are likely to be better than expected due to short-term orders from handset and notebook PC makers in China, according to industry sources in Taiwan.

However, market watchers are concerned that the fast increase in orders may result in oversupply in the future.

Ralec's February consolidated revenues totaled NT$121 million (US$3.58 million), representing an increase of 83.3% compared to January. As utilization reaches full, Ralec has seen profit growth and expects profits in March to continue to increase. However, the company said it has no plans to recruit more staff.

Ta-I's consolidated revenues in February were NT$200 million, up 48% sequentially. Ta-I's new product line, thin-film resistors, has been verified by customers, the company said, but declined to disclose further shipment details.

Fluctuations in resistor prices have stabilized to 5-10% for the first quarter thanks to the short-term orders, noted the sources.

Ralec and Ta-I: July 2008 - February 2009 revenues (NT$m)

Month
Ralec
Ta-I

Sales
Y/Y
Sales
Y/Y

Feb-09
68
11.8%
79
(38.4%)

Jan-09
44
(48.1%)
47
(62.4%)

Dec-08
44
(48.2%)
54
(57.2%)

Nov-08
39
(58.9%)
76
(42.1%)

Oct-08
66
(18.3%)
149
(12.7%)

Sep-08
67
(11.8%)
160
(7.3%)

Aug-08
68
(28.2%)
126
(27.1%)

Jul-08
68
(24.8%)
176
48.8%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, March 2009






25/3 2009 11:05 le 05708



PTI utilization slides to 70% for 1Q, expected to rebound in 2Q

Tuesday 24 March 2009]


Powertech Technology (PTI) has said that its overall capacity utilization has fallen to around 70% for the current quarter, and ASPs (average selling prices) for both packaging and testing segments have dropped 5-6% sequentially.

The memory backend service provider has attributed the utilization drop to customers' production cutbacks amid weakening demand. PTI in early February estimated its first-quarter packaging and testing utilization rates would slide to 75% and 65%, respectively.

PTI said that revenues for March will rebound to more than NT$2 billion (US$59.22 million). Revenues for February already hit the bottom for 2009, according to the company.

For the second quarter, PTI expects its overall utilization rate to climb to 80% as demand warms up, said the company. Despite improved utilization, its second-quarter gross margin will remain unchanged at 18% on ASP erosion, and revenues will grow 5-10% sequentially.

PTI also denied it is mulling investing in Taiwan Memory Company (TMC), and declined to comment on whether Elpida Memory's reportedly pending participation in TMC would benefit the company. The Japan-based memory chipmaker and Taiwan's ProMOS Technologies are two of PTI's major customers.

PTI: February 2008 - February 2009 revenues (NT$m)

Month
Sales
M/M
Y/Y
YTD
Y/Y

Feb-09
1,863
(9.1%)
(24.6%)
3,913
(20.6%)

Jan-09
2,050
(21.2%)
(16.7%)
2,050
(16.7%)

Dec-08
2,601
(4.5%)
5.4%
31,189
27.6%

Nov-08
2,722
0.1%
13.3%
28,588
30.1%

Oct-08
2,720
0.7%
21.8%
25,866
32.2%

Sep-08
2,701
1.4%
24.5%
23,146
33.5%

Aug-08
2,663
0.5%
28%
20,445
34.8%

Jul-08
2,651
1.8%
33.8%
17,782
35.9%

Jun-08
2,603
1.3%
34.5%
15,131
36.3%

May-08
2,571
2%
38.9%
12,528
36.7%

Apr-08
2,521
0.6%
40%
9,957
36.1%

Mar-08
2,505
1.4%
33.8%
7,436
34.9%

Feb-08
2,470
0.4%
35%
4,930
35.4%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, March 2009

PTI: 3Q 2007 - 3Q 2008 revenues (NT$m)

Quarter
Sales
Q/Q
Y/Y
YTD
Y/Y

3Q-08
8,015
4.2%
28.6%
23,146
33.5%

2Q-08
7,695
3.5%
37.7%
15,131
36.3%

1Q-08
7,436
4.7%
34.9%
7,436
34.9%

4Q-07
7,104
14%
40.6%
24,438
44%

3Q-07
6,232
11.5%
37.8%
17,334
45.4%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, March 2009






25/3 2009 11:15 le 05710



Consumer IC sales to see double-digit growth in March

Monday 23 March 2009]


Consumer IC designers Weltrend Semiconductor, Sonix Technology, Holtek Semiconductor and Prescope Technologies will see double-digit revenue growth in March because of rush orders, with order visibility having extended to May, according to market sources.

Prescope's shipments for education notebooks and electronic white board products are expected to grow month-by-month until the third quarter, supported by the China government's educational programs, the sources said. The company estimates that its March revenues will grow 30% to NT$160 million (US$4.74 million), the sources added.

But Prescope expects a 10% decline for its toy IC product lines in March because of the impact of the financial crisis on the toy market, the sources said. But as demand for toy ICs from North America and Hong Kong has shown signs of a rebound, the company expects sales for the segment recover in the second quarter, and its total second-quarter revenues will have a 40% sequential increase, the sources said.

As Weltrend's shipments of microcontrollers (MCUs) for digital TVs have been growing, the sources expect the company to see a 10-15% senquential growth in its first-quarter revenues, with March revenues likely to increse 15% on month to NT$150-170 million.

Sonix will see a 20% revenue decline in the first quarter, better than market watchers' earlier expectation because of significant growth in its March sales, the sources said. Its second-quarter revenues are expected to grow 50%, driven by shipments of notebook webcams, said the sources.






25/3 2009 12:14 le 05716



MediaTek and Realtek to maintain growth in March and 2Q09

Monday 23 March 2009]


Taiwan first-tier IC design houses MediaTek and Realtek Semiconductor are expected to see significant revenue growth in March thanks to the strong demand recovery, according to market sources.

Investors estimate MediaTek will see March revenues at NT$9.3-9.7 billion (US$275.06-286.9 million), almost in line with the company's highest level during the third quarter of 2008. Taiwan foundries and packaging and testing companies also predict that MediaTek's second-quarter capacity will grow over 40% from the first quarter as the company's orders for optical storage, DVD player and TV chips are also increasing.

Realtek has seen a shortage of its PC related product inventories including 10/100M Ethernet chips, Gigabit Ethernet chips, codec audio chips and quartz oscillators thanks to strong sales of PCs and notebooks in emerging markets. The company reported February revenues of NT$1.27 billion, up 51% from January. Market watchers expect Realtek's revenues in March to reach NT$1.45-1.5 billion, with an only NT$100-200 million difference from the company's monthly record.

Both companies are also expected to post outstanding performance in April and the second quarter, the sources added.

Realtek: July 2008 - February 2009 revenues (NT$m)

Month
Sales
M/M
Y/Y
YTD
Y/Y

Feb-09
1,274
51.1%
17%
2,117
(20.3%)

Jan-09
843
12%
(46.2%)
843
(46.2%)

Dec-08
753
(17.8%)
(20%)
16,744
6.6%

Nov-08
917
(35%)
(31.7%)
15,991
8.3%

Oct-08
1,411
(16.1%)
(1.4%)
15,075
12.3%

Sep-08
1,682
5.9%
(3.3%)
13,664
13.9%

Aug-08
1,588
4.5%
(4.4%)
11,982
16.9%

Jul-08
1,520
5%
(1.7%)
10,394
21%


*Figures are not consolidated
Source: TSE, compiled by Digitimes, March 2009






25/3 2009 12:21 stengård 05718



jeg håber du får ret i at det betyder vi har set bunden - men der er desværre også meget i real-økonomien der trækker den anden vej...

stengård



25/3 2009 12:46 le 05725



IC substrate makers see utilization increase to 50%

Monday 23 March 2009]


IC substrate makers Nan Ya Printed Circuit Board (NPC), Phoenix Precision Technology (PPT) and Unimicron Technology have all seen their order visibility extend to mid-April and utilization rates increase to 50% because clients from the handset, PC, and graphic card chip sectors are building up their inventories, according to industry sources.

NPC's orders for the flip-chip (FC) segment have increased significantly, and orders fro the wire-boding segment have also recovered since February, the sources said, adding the company's revenues may reach NT$1.7-1.8 billion (US$50.32-53.28 million) in March.

PPT has lifted its March guidance to sales of NT$700-750 million from NT$650 million. The company's major product lines for the handset, PC and consumer electronics segments all have recovered, with orders for the handset and graphic card chip segments performing particularly better, said the company.

Shipments of Unimicron's PCB and IC substrates have been strong in March, driven by increasing demand for notebook, handset and graphic card applications. The sources expect Unimicron's March consolidated revenues to top NT$2.8 billion, up 20% sequentially





TRÅDOVERSIGT