[prices] affection of memory market different! DRAM signs up for restful NAND Pan to rebound;
Affection of different of 1. memory market! DRAM signs up for restful NAND Pan to rebound;
2. stage accumulates to the limit of one’s capacity of Q4 of order of apple of 7 accept rice;
3 hero develop circle of 3. silicon brilliant it is good to produce it is better to want;
Stage of solution of Shu of next year of round be in short supply of 4.8 brilliant accumulates electric couplet report to judge wait for different affection;
5. semiconductorEquipment The height on the 3rd season;
Affection of different of 1. memory market! DRAM signs up for restful NAND Pan to rebound;
At present memory market appears different situation, DRAM lasts steady progress, The priceSmooth or small go up; NAND Flash criterion because of supply exceeds demand, The priceDelay drops. The outside anticipates DRAMThe marketThe 3rd season will be delectable greet busy season, and NAND FlashThe marketThe price also can have a bit rebound.
In DRAM factory, south Asia division (2408) indebted turn into 20 accept riceMake Cheng, outstanding achievement amounted to 8.326 billion yuan in May, add achieves record of odd menology Shi Xingao, not only yuan sale grows somewhat, sale price is small also at the same time take spread, amalgamative in May battalion closes before accumulative total it is thirty-four billion eight hundred and four million yuan, year add 68.4% . Legal person expects this company the season of this season outstanding achievement adds extent to be expected to challenge 3 into above, and lunar battalion receives its sheet to still can go tall continuously to the 3rd season.
This Ji Weiyuan sale anticipates South Asia division to increase season 17% to 19% between, busy season of the 3rd season, yuan sale is expected to be climbed continuously tall. The outside also pays close attention to, this company is turning into 20 accept riceMake ChengHind, cut servo implement application, relevantProductIf shipment is successful, to its outstanding achievement general can have taller contribution.
China state report (2344) amalgamative in May battalion closes before accumulative total it is twenty-one billion one hundred and thirty-three million yuan, year add 18.3% , its integral memory is produced per month this year can anticipate will add from 48 thousand enlarge reach 52 thousand, DRAM of 38 accept riceProductAlready last year volume of the 3rd season is produced, and the DRAM of 25 accept rice of new generation also predicts to will issue half quantity to produce this year, be expected to have gradually to outstanding achievement scoop up note.
Additional, product outstanding achievement was occupied related Flash of China state report last year than already also amounting to 47 ％ , make another business engine of this corporation, relevant business lasts steady progress.
Additional explicit flourishing grand (2337) respect, amalgamative in May battalion closes before it is fifteen billion one hundred and forty-eight million yuan, year add about 4 into, its are produced at present can be fully loaded with, the 2nd season reads type memory only (ROM) kinetic energy is a bit weak, but make up pattern of sling-load to show memory quickly (NOR Flash) with NAND Flash outstanding achievement still free flourishing, anticipate this season outstanding achievement may keep balance or season decreases 5% less than. Look into second half of the year, the outside thinks, the 3rd season of this company will can salute advent of traditional busy season. Combine evening paper
2. stage accumulates to the limit of one’s capacity of Q4 of order of apple of 7 accept rice;
Industry comes out, the stage accumulates report to suffer a client to carry load pull kinetic energy to be inferior to expecting driving impact, growing force of outstanding achievement of the 3rd season fears be inferior to the corresponding period of in former years, put in the 4th season as the processor of A12 of 7 accept rice that for the apple exclusive generation is versed in quantity, the stage accumulates electric battalion carry to will eat sugar cane, annual is expected to write Xin You again.
Incorrect and single client and order trend buy judge all along of stage accumulating report, emphasize having correction annual battalion to accept a target at present year add 5% to the view of 10% , maintain 7 accept rice battalion of the 4th season closes this year occupy than amounting to 20% , annual battalion closes occupy than the target of 10% .
Supply chainPoint out, 7 accept rice is the one big kinetic energy that stage accumulating report grows this year, client besides the apple, still include to be connected high, the sea is thought of, exceed the big plant of a gleam of such as small, Sailingsai, use even bit mainland development in artificial intelligence (AI) special application IC also is used.
Nevertheless, the stage amasses fortune of battalion of the season below report, be affected by plan of load pull of processor of malic new generation very big. The near future comes out malic second half of the year guards shipment of look upon new machine, although the apple rolls out 3 new machine, will use facial ministry to differentiate in great quantities chip, but the Cheng when ordering shipment of to the limit of one’s capacity of the 3rd season formerly, fear be being delayed to the 4th season.
In addition, also come out plot processor bibcock brightness amount to (Nvidia) newest Turing (Turing) indication card, original program was measured in June produce, after be being delayed possibly now, to second half of the year the quantity is produced, also accumulate report for the stage carry of battalion of the 3rd season adds variable.
Suffer a client to carry load pull kinetic energy to be inferior to anticipating driving, adjust continuouslyInventoryInfluence, industry comes out, battalion of the 3rd season receives stage accumulating report this year season adds extent to fear only in tall digit grows, add as season of in former years 10% to 15% level.
As a result of variable still much, 3 old legal person are opposite the near future stage accumulating report stands in the bargainor more, 5 stage accumulating report even more last dishes last week sheet of 21 thousand magnify is knocked enter and pull rise 3 yuan, drive end of a show to go up 4.5 yuan, close that day maximum price 231 yuan, but 3 old legal person adjust continuously, foreign capital add sells even more 8, 200 pieces, sell even two days super- , among nearly 5 days, foreign capital stands one day in buyer only.
Stage accumulating report tried last year produce 7 accept rice, because efficiency compares beautiful of 10 accept rice, a lot of clients jump over 10 accept rice to use 7 accept rice, the stage accumulates electric estimation, 7 accept rice finishs products plan decide on a verdict to count more than 50 this year. Supply key to divulge, as the processor of A12 of 7 accept rice that for the apple exclusive generation is versed in the 4th season is put quantity, load pull height should meet stage accumulating report this year fall in the 4th season.
Although SamSung announced to use a few days ago extremely ultraviolet light (EUV) small filmEquipmentCheng of 7 pay the metric system, allege be about to enter a quantity to produce, but when Cheng is far backward already the stage accumulates report 2 quarters. Feed order to prevent SamSung to be divided through 7 accept rice, the stage accumulates report to book next year second half of the year to roll out the edition of aggrandizement of 7 accept rice that uses device of EUV small film, expand accept the order advantage. Combine news network
3 hero develop circle of 3. silicon brilliant it is good to produce it is better to want;
Round market of semiconductor silicon brilliant heats up subsidiary channels in the human body through which vital energy continuously, appear demand exceeds supply, the price goes the posture of raise, include round-the-world brilliant circle (6488) , the stage is gotten the better of division (3532) , add up to brilliant (6182) the person that wait for course of study, outstanding achievement is expected this year indebted, chase season to go tall, busy season of second half of the year has opportunity capture to give the report of more bright look.
Round-the-world brilliant is the whole world round factory of brilliant of silicon of conductor of the 3rd most, this year head season EPS is 6.36 yuan, achieve the history new tall. Before its battalion closed in May it is twenty-three billion two hundred and seventy-two million yuan, year add even more 3 into. Legal person appraise battalion controls this company this year with gain profit will chase Ji Pan tall, annual EPS hopeful is amounted to 25 reach 30 yuan.
At present circle of brilliant of 12 silicon produces round-the-world brilliant circle can be 750 thousand, and full moon of brilliant of 8 silicon is produced also can amount to 1.2 million, show level to produce all can be fully loaded with. This company program is produced with increase bottleneck is small can, give priority to with 12 among them, predict to be finished at the 3rd season, produce newly can leave in succession piece, will conduce to outstanding achievement growing.
The stage is gotten the better of division this year head season EPS is 1.45 yuan, amalgamative in May battalion closes before accumulative total it is 6.485 billion yuan, year add 27.1 ％ . Legal person thinks, this company battalion closes this year with gain profit to also will chase season to go tall, drive annual to behave add to achieve the history new tall.
The stage is gotten the better of division show level full moon of brilliant of 12 silicon is produced can be 280 thousand about, 8 are produced per month can have 320 thousand about, order visibility already arrived the end of the year, its the quote of products of afore-mentioned two kinds of dimension goes up this year, estimation has double digit percent at least, go up with 12 product up to now bigger. Legal person is evaluated, if next exchange rate of new station money walks along situation stability, go even demote, the stage is gotten the better of division this year EPS hopeful tower above 6 yuan of one cut.
Add up to EPS of brilliant head season to be 0.51 yuan, EPS was 0.27 yuan in April, before EPS amounted to 0.78 yuan in April, already surmounted annual EPS was 0.67 yuan last year, amalgamative in May battalion closes to be 3.502 billion yuan before accumulative total, year add nearly 4 into. Legal person beforehand appraise, because price of the 3rd quarterly reports goes up add, add produce newly can leave piece, battalion controls this company this year with gain profit to will present Ji Jigao likewise, annual EPS has an opportunity to amount to 2.5 yuan of above. 8 produce per month factory of pool of dragon adding up to brilliant can plan the 3rd Ji Shizeng reachs 300 thousand, additional, its build the Zhengzhou plant in buy 8 are produced can, predict the 3rd season tries produce. Economic daily
Stage of solution of Shu of next year of round be in short supply of 4.8 brilliant accumulates electric couplet report to judge wait for different affection;
Europe fastens foreign capital to express, the state that circle of 8 brilliant demands exceeds supply predicts 2019 Shu is solved, 2 classBrilliant circle generation is versed inThe challenge that bright the year after next faces the factory will be grimmer, maintain a stage to accumulate report ” average ” judge etc, the core in reiterating factory of couplet report, land ” sell piece ” judge etc.
Europe fastens foreign capital to issue research report to express, couplet report can announce to plan tone to go up in partner a few days ago round price of 8 brilliant, increase in order to reflect cost, push appraise to will scoop up the report that note couplet gains profit this year about 5% to 10% .
However, europe fastens foreign capital to think, couplet report, medium the 2 class such as coreBrilliant circle generation is versed inBright the year after next will be faced with the factory more challenge, the average price that includes 55 Nai rice, 40 Nai rice and Cheng of 28 Nai the metric system and wool interest rate glide, cheng of the metric system of the 55 Nai rice that the reason depends on stage of bibcock of brilliant circle acting factory accumulating report, 40 Nai has competition ability more, the scope of client of Cheng of 28 Nai the metric system that increases acting plant of circle of any crystalline substance of on 2 form is cut with the product assorted aggravation fears eroding gain profit.
Europe fastens foreign capital to anticipate, the state that circle of 8 brilliant demands exceeds supply will be in Shu was solved 2019, the reason was 2019, will more dactylogram differentiated 2020 inductor and chip of power source government change from circle of 8 brilliant collect circle of 12 brilliant, in order to obtain better power comsumption and smaller chip size; If round acting factory moves brilliant this year,go up round price of 8 brilliant, when next year supply of circle of 8 brilliant is critical after problem Shu is solved, depreciate need beg carry out.
Europe fastens foreign capital to think, stage accumulating report is advanced make Cheng have capacity of advantage, bargain strong, arrived 2018 every profit 2022 (EPS) year compound look on growing rate 12% , maintain a stage to accumulate report ” average ” judge etc reach money of target price new station 268 yuan; The convention that watchs acting plant of circle of 2 form any crystalline substance instead makes Cheng be in will be faced with price competition aggravate, product for a long time to combine lack to differ dissimilation to wait for a challenge, reaffirm couplet report ” sell piece ” judge wait for 11.6 yuan to mark a price with eye. Economic daily
5. semiconductor equipment the height on the 3rd season;
Chinese mainland is strong prop up industry of semiconductor, photoelectricity, drive global equipment line of business in recent years Rong Jing, fromFactory WuThe emperor that give priority to sunshine (5536) pass to brilliant circle carryPlanthe home is ascended (3680) , and the Beijing vessel that equipment gives priority to (3413) value consistently battalion carries this year, beforehand the 3rd season will maintain estimate high-grade, organic even meeting grows continuously.
According to SEMI (association of international semiconductor industry) published newest statistic report a few days ago, amount of shipment of equipment of semiconductor of whole world of the 1st season achieved Shi Xingao of odd season all previous again 2018, amount to 17 billion dollar, relatively the high point that place of the 4th season achieved 2017 returns tower above 12% , show semiconductor boom lasts this year outspread.
And chinese mainland is the mainest growing market, from upsurge lasts since last year spread, drive in recent years scene of flourish of equipment line of business, the emperor that specializes in the room that do not have dirt and Electromechanical business sunshine president bridge points out into benefit, the big spread that values technology of industry of chinese mainland high-tech to upgrade produces upsurge, visibility of equipment project boom can see 2025.
Emperor sunshine outstanding achievement is progressively block up, battalion received 1.3 billion yuan in May, year add 34% , achieve record of odd menology Shi Xingao. Look into second half of the year, emperor sunshine hopeful beforehand appraise, in big plant of Chinese science and technology multinomial project begins to undertake falling, add subsidiary friend 100 million (6613) order also over the 3rd season ferments, anticipate for annual battalion carries height, from the point of annual, second half of the year is expected excel first half of the year.
Vessel of Beijing of plant of the facility below Hong Jiajun banner is certain this year semiconductor market to development, the plant of elder brother hill that enlarge produced last year, already at 2018 begin go into operation first half of the year, anticipate efficiency will chase Ji Xian to show.
Liu Yingguang of Beijing vessel president emphasizes, active enlarge produces semiconductor of indebted two sides, in equipment and flourishing of free of demand of machine parts or tools kept in reserve, battalion carry still has growing space this year.
As to pass the home that carries equipment to give priority to to ascend with brilliant circle, beforehand appraise battalion carried in June up, battalion of the 2nd season closes will excel head season, gain profit to also will become a full member. From the point of annual, pass in smooth cover carry solvePlan, brilliant circle is passed carry solution synchronism to grow below, semiconductor this employment will be steady grow, annual battalion carry is expected to appear chase season to take spread, show hopeful of carry of battalion of the 3rd season up. Economic daily