January 20, 2021
Recently, the DRAM market has risen, and memory packaging and testing plants will also benefit. It is estimated that the annual revenue growth rate of Licheng will resume growth, and the compound revenue growth rate (CAGR) will reach 9-10% in the next two years. Affected by seasonal demand changes and a high Q3 quarter base, Licheng’s revenue in the fourth quarter of 2020 was slightly lower than expected, with a quarterly increase of 0.46% and a year-on-year decrease of 1.48%. However, the annual consolidated revenue was 76.18 billion Taiwan dollars. Still an annual increase of 14.51%. As the DRAM supply and demand outlook turns optimistic, it is expected that Licheng's revenue in the first quarter of this year is expected to resume its annual growth, and the momentum will pick up quarter by quarter. With the destocking of very large data centers in 2020, cloud investment is expected to resume in 2021, coupled with the launch of the Intel Ice Lake CPU platform, will bring diversified demand for server storage. At the same time, the increased penetration rate of 5G smartphones drives demand, the demand for consumer goods continues to be strong, and the recovery of automotive and industrial demand is also increasing. As a packaging and testing manufacturer, ASE is also optimistic about the development of the subsequent packaging and testing industry. The current semiconductor supply chain capacity is fully loaded, and all packaging and testing capacities such as wire bonding and flip chip packaging are tight, and they continue to receive new demand. ASE is optimistic that the shortage will continue into the second quarter.
HOREXS Group IC substrate orders also got big increased in 2020 through the IC packaging/testing industry.HOREXS is also optimistic about the development of the IC substrate manufacture,Till to 2022,HOREXS IC substrate manufacture output reach to 60000SQM monthly.Welcome contact for email@example.com