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Barclays Securities Asia-Pacific semiconductor chief analyst Lu Xingzhi issued the latest semiconductor report estimates, foundry, packaging and testing and substrate group revenue this year will have a 5-9% growth rate, driven by the new product cycle this year, promising MediaTek (2454), Morningstar (3697), New (2455), Steady (3105), and Nandian (8046) are expected to have revenue growth of 12% to 19% this year. Meanwhile, this year's global wafer payroll is estimated. The scale of the expenditure will remain at the level of 18.4 billion U.S. dollars that was unchanged from last year.
As semiconductor companies have announced their revenue performance in the past year, Lu Xingzhi pointed out that including UMC (2303), the world's advanced (5347), and Morningstar's fourth-quarter revenue performance are all better than market expectations, and their share price performance is expected to be achieved. The profit performance was stronger before the announcement, while the performance of TSMC (2330), Riyueguang (2311), Xiaopin (2325) and MediaTek in the fourth quarter were in line with expectations. On the other hand, the base plant Jingshu (3189) and Nandian were subject to The performance in the fourth quarter of last year was not as good as expected, and short-term stock prices will have adjustment pressures. It is recommended that investors avoid the substrate group in the near future.
Lu Xingzhi estimates in the latest report that wafer foundry, packaging and testing and substrate group revenue will have a 5-9% growth rate this year. From the perspective of the first quarter, it is estimated that there will be 10-12% of the substrate factory. The quarterly revenue reduction and forecast for the first quarter of the plug-in survey group are expected to decline by 8 to 12%. The first quarter revenue of TSMC and UMC may decrease by 4 to 6%, and the first quarter of the IC design community is estimated. For the quarterly reduction of 1 to 5%, Lu Xing believes that in the first quarter, PC-related LCD IC demand was strong, while communications and consumer IC demand was weaker.
As semiconductor companies have announced their revenue performance in the past year, Lu Xingzhi pointed out that including UMC (2303), the world's advanced (5347), and Morningstar's fourth-quarter revenue performance are all better than market expectations, and their share price performance is expected to be achieved. The profit performance was stronger before the announcement, while the performance of TSMC (2330), Riyueguang (2311), Xiaopin (2325) and MediaTek in the fourth quarter were in line with expectations. On the other hand, the base plant Jingshu (3189) and Nandian were subject to The performance in the fourth quarter of last year was not as good as expected, and short-term stock prices will have adjustment pressures. It is recommended that investors avoid the substrate group in the near future.
Lu Xingzhi estimates in the latest report that wafer foundry, packaging and testing and substrate group revenue will have a 5-9% growth rate this year. From the perspective of the first quarter, it is estimated that there will be 10-12% of the substrate factory. The quarterly revenue reduction and forecast for the first quarter of the plug-in survey group are expected to decline by 8 to 12%. The first quarter revenue of TSMC and UMC may decrease by 4 to 6%, and the first quarter of the IC design community is estimated. For the quarterly reduction of 1 to 5%, Lu Xing believes that in the first quarter, PC-related LCD IC demand was strong, while communications and consumer IC demand was weaker.
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