Semiconductor material business Changhua (8070) revealed the consolidated financial report last year: revenue of 16.326 billion yuan (NTD, the same below), a slight increase of 2.8%; net profit after tax reached 614 million yuan; EPS for the whole year was 9.34 yuan.
Chairman Huang Jianeng pointed out that in this year's product line, the LED lead frame (subsidiary Changhua Technology) has the strongest momentum. He said that in the future, the global market share of LED lead frames will be 80%. In the next two years, it will continue to invest NT$1 billion to expand the production capacity of LED lead frames.
He estimated that after the expansion, LED leadframe shipments will grow from the current 70 KK (70 million) / month, to 2000 KK (equivalent to 2 billion) / month. At present, the contribution of LED lead frame to Changhua is low (the monthly revenue is about 1-2 million yuan), but before the end of this year, the accumulated revenue for the whole year is expected to rise to NT$100-100 million. Level.
Changhua has been buying shares in China since 2008. After years of hard work, its mobile phone peripheral materials have also successfully entered the supply chain of international smart phone brand manufacturers. Legal person analysis, æ¿ çŽ® has entered the Apple supply chain, currently based on the supply of Apple products charger metal plugs, in addition, the proportion of the internal metal tube in the iPhone 5 headset integrated supply is also quite high, plus æ¿ çŽ® has Through the metal plug certification of Microsoft's new flat Surface, the operation will be expected to continue to increase with the above models.
Chairman Huang Jianeng pointed out that in this year's product line, the LED lead frame (subsidiary Changhua Technology) has the strongest momentum. He said that in the future, the global market share of LED lead frames will be 80%. In the next two years, it will continue to invest NT$1 billion to expand the production capacity of LED lead frames.
He estimated that after the expansion, LED leadframe shipments will grow from the current 70 KK (70 million) / month, to 2000 KK (equivalent to 2 billion) / month. At present, the contribution of LED lead frame to Changhua is low (the monthly revenue is about 1-2 million yuan), but before the end of this year, the accumulated revenue for the whole year is expected to rise to NT$100-100 million. Level.
Changhua has been buying shares in China since 2008. After years of hard work, its mobile phone peripheral materials have also successfully entered the supply chain of international smart phone brand manufacturers. Legal person analysis, æ¿ çŽ® has entered the Apple supply chain, currently based on the supply of Apple products charger metal plugs, in addition, the proportion of the internal metal tube in the iPhone 5 headset integrated supply is also quite high, plus æ¿ çŽ® has Through the metal plug certification of Microsoft's new flat Surface, the operation will be expected to continue to increase with the above models.
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