Core Technology News (Text/Roy) The financial report of the IC design industry last year was released. Some are happy and some are sad. From the perspective of profit per share performance, high-speed transmission interface IC Parade surpassed memory IC Phison to take the first place. Power management IC Silicon Power ranked third. Companies whose profit performance was relatively unsatisfactory include Netcom IC Joyoung, memory chip manufacturer Etron, and set-top box manufacturer ALi. Their losses per share were more than NT$1 (the same below). .
observed the operating performance of IC design companies last year. For companies with niche products, their profit performance was still relatively outstanding. For example, although Parade was affected by the delay in the launch of new products for American customers, its operating growth slowed down, its after-tax net profit continued last year. It reached a record high of 1.969 billion yuan, with a profit of 25.67 yuan per share, becoming the king of profit per share in IC design.
However, Junqunlian, which had always been victorious in the past, was affected by the slowdown in mobile phone market demand and the continued decline in NAND Flash prices. The after-tax net profit was 4.318 billion yuan, a year-on-year decrease of 25%, and the net profit per share was 21.91 yuan, a three-year low. However, Chairman Pan Jiancheng said previously that the violent price fluctuations in the market have caused flash memory module manufacturers and brand manufacturers to suffer a lot, and even triggered a wave of bankruptcies. However, Phison not only bucked the trend in shipments and continued to expand its market share, but mainly because of its unique vertically integrated business model, it was still able to operate stably and long-term in the rapidly changing flash memory control chip and storage market.
maintains the third highest profit per share of Silicon Lijie. Last year, due to the weak operational performance in the fourth quarter, the full-year performance was not as good as expected. The net profit after tax was 1.829 billion yuan, an annual increase of 1.2%, and the net profit per share was 20.78 Yuan, the company also admitted frankly that there were not enough supply chain customers with relatively stable sales in the past few years. It has now actively changed its marketing strategy and strengthened the introduction of large customers with non-consumer products.
Xinhua, the server management chip manufacturer with the highest share price in Taiwan’s semiconductor category, ranked fourth in earnings per share last year. Mainly affected by the Sino-US trade war, its operating performance in the fourth quarter was not ideal, but its annual revenue, Profits still hit a record high, with net profit after tax of 685 million yuan, an annual increase of 29.08%, and net profit per share of 20.2 yuan, still earning two amounts of capital. Last year, Xiangshuo, a high-speed transmission interface IC, benefited from the strong purchase and revenue injection of major customer AMD No. 5.
Among the others, IC companies that earned a capital amount last year include power management IC Angbao. Although its operation declined slightly last year, its net profit per share was 13.7 yuan, ranking sixth in profit per share for IC designers; mobile phone chip manufacturer MediaTek, Net earnings per share also declined last year, with EPS of 13.26 yuan; and panel driver IC manufacturer Novatek benefited from the booming shipments of new panel driver and touch integrated single-chip (TDDI) products last year, increasing market share and net profit after tax. It climbed to 6.391 billion yuan, an annual increase of 27.2%, and the net profit per share was 10.5 yuan, which was a relatively good performance.
However, for example, Netcom IC Joyoung's operations turned from profit to loss of about 157 million yuan last year, with a loss of 1.03 yuan per share. Memory manufacturer Etron and set-top box IC company ALi have also suffered losses for four consecutive years. Among them, Etron's losses expanded, with a loss of 1.49 yuan per share last year. ALi also performed poorly. Last year's losses nearly doubled, with a loss of 2.58 yuan per share. , operating the final shift for the Taiwanese factory’s on-board IC design industry. (Proofreading/Tuantuan)
