2014 for the IC industry is not quiet year, the largest industry in the last decade to support policies formally introduced this year, the level of capital acquisitions demonstrate unprecedented vigor, but carding industry performance of the company found that corporate profits are still many structural problems imbalance, packaging and testing enterprise performance leader, and the design enterprises either mediocre or decline in performance, to some extent reflects the current IC industry problems.
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Daily News revealed that, A shares 13 IC companies, a total of six grew to maintain performance, including Taiji Industry, Long Point Technology, Nantong Fujitsu Microelectronics three companies net profit growth of more than 100 percent year on year. Beijing Jun, Shanghai Belling three national technology and the sharpest decline in performance of the company were 118%, 48% and 31%.
IC industry can be divided according to the upstream and downstream design, equipment, packaging and testing, manufacturing several areas, A-share companies focused on the design and packaging and testing. This year almost all of the design class enterprise is struggling, several performance decline or even loss of business all from the design companies. The best performing countries in the core with the side only 19 percent reported earnings growth in the electronics industry is not outstanding, but it was the best report card in the first half of listed IC design company can come up with. And several other design class enterprise performance all decline.
End dismal performance design, and packaging and testing side but nice view, many companies this year to usher in performance even big reversal. Changjiang Electronics Technology and Jiangsu Nantong Fujitsu Microelectronics is the packaging and testing of two more well-known enterprises, reporting the results remarkable year, net profit in the first half of this year the two companies are close to 50 million yuan, an increase of respectively 141% and 102%. Another one from the packaging and testing companies in Gansu Huatian Technology, earnings growth also exceeded 36 percent in the first half, time shares Jing Fang Technology net profit increase of 19%.
Insiders said that due to weak industrial base, the financial structure of the problem of domestic IC industry has long criticized the industry, the performance of most enterprises from government subsidies rather than their own operations, and problems faced by domestic enterprises also designed a long time. As we all know, the domestic IC industry at the top of the lack of resources to control, in other words the lack of core competitiveness of enterprises in the design, so the design enterprises in the state caught in long-term survival can only get better when the boom of a product is higher downstream performance. Such ills is obvious, that is, market segments boom erupted uncertainties too high.
And walking foundry model to scale as the scale of the package by the technical aspects of the manufacturing industry impact is relatively small. Analysts say there is no problem as long as the quality and production capacity is guaranteed, whether domestic or foreign orders, such firms can digest, and the more well-known upstream firms, moat after entering their supply chain more secure.
In recent years with the rise of intelligent terminals, mobile phone, tablet, wearable even to the extent of increasing electronic industries, which also makes IC demand surge. In fact, whether foreign or domestic IC design enterprises in recent years because of capacity issues are a headache, a more stable packaging production line, are the meat and potatoes of the industry, which is encapsulated in recent years, corporate performance there are reasons for security. It is worth noting that, before the national release of the integrated circuit industry support plan, will also be locked in the packaging and testing resources and manufacturing sectors.
Spreadtrum before the Nasdaq-listed, RDA, Montage Technology Group have been purple cast and Pudong Branch acquisition and delisting from the Nasdaq, analysts said the company expected that several post-landing A shares, this could break the current situation. The three companies are IC design companies, the former two focus on communications, Montage Technology places do set-top box chips Kyo. From the competitiveness of enterprises and financial data, the strength of these companies are more than the current A-share IC design companies are expected to join them to break the current A-share IC design enterprises Legion strength weak situation.
