The director of Chuanbao Technology, a semiconductor equipment and PCB exposure equipment factory, pointed out that at present, in the industrial sector, Chuanbao has been affected by the Sino-US trade war since this year, and the orders and shipments of PCB equipment are obviously affected by the insufficient orders of the whole process factories on both sides of PCB, but it is slightly affected in the field of semiconductor equipment business; In terms of the impact on PCB exposure equipment, the order visibility decreased from 1 quarter in the past to1-February.
The current problems faced by Chuanbao and a large number of technologies are also the hesitation of PCB original customers for equipment order shipment; However, this year, a large number of technologies adopted the coping strategy of stepping up the market development of exposure equipment direct imaging (DI) products, which is a relatively new business for Chuanbao and is expected to achieve good results in the Korean market this year.
In addition, in view of the fact that PCB factories are unwilling to invest huge sums of money to update equipment due to reduced orders, Chuanbao also adopts more flexible market strategies to help customers rectify the original equipment, which is also one of the strategies to stabilize customers during the market chaos period.
Director Chuanbao pointed out that this new business direction is mainly to help customers rectify the original PCB exposure equipment, such as changing the original exposure light source from mercury lamp with high power consumption to energy-saving LED light source. This direction not only helps customers achieve the business objectives of reducing energy consumption and saving costs, but also stabilizes customers and brings benefits to Chuanbao at this stage.
And a large number of technologies have won the first place in the world for PCB molding machine. At present, they are actively expanding the business of non-PCB equipment such as semiconductor detection and atmospheric plasma. A large number of technologies are expected to increase the revenue share of semiconductor and panel related equipment to 20% this year. The goal is to reduce the revenue share of PCB customers to 50% in 2022.
The revenue of a large number of technologies in May was NT$ 654.38+0.6 billion (the same below), with an annual decrease of 54%. 654.38+0-May revenue was 782 million yuan, down 53% annually. A large number of technology executives said that the company's revenue in May was significantly lower than the original estimate, mainly because US President Donald Trump issued a stronger warning of tariff sanctions against China on May 10, which led to customers' hesitation in pulling goods. At present, the follow-up impact of the US-China trade war remains to be seen.
Last year, the revenue of Da Shu Technology was 3.987 billion yuan, the after-tax net profit was 434 million yuan, and the net profit per share was 5.42 yuan. Profits hit a new high of nearly 1 1 year. Last year, PCB equipment with a lot of technology accounted for 90% of revenue. It is estimated that in 2065, 438+09, with the increase of customers in semiconductor and panel factories, the proportion of PCB products will drop to 80%.