Guo Yuliang, who took over as general manager of Dunnan in May of this year, began his career at National Semiconductor in 1977. He has served in the semiconductor industry and served as President of Asia Pacific for Fast Semiconductor. The choice to join Dunnan at this time is to “return†the chairman of the Lite-On Group Song Gongyuan from 30 years ago and he took over the responsibility again. For this year's performance outlook, Guo Yuliang pointed out that the third quarter of last year was the peak season for the semiconductor industry. However, this year it was "a cold winter arrives early." It is foreseen that the performance will fall in August, and it is expected that the proportion of performance in the first and second half will be The "55 wave" situation is presented.
However, even if the economic environment is getting heavier, the speed of production expansion in Dunnan will not stop there. Guo Yuliang said that it will still invest 10-12% of its revenue, which is equivalent to capital expenditure of 910 million to 100 million yuan. Action is to strengthen the long-term competitiveness." He said that in addition to Dunnan's production capacity is still much smaller than the first-tier manufacturers, the future development of new products such as Mosfet also has considerable room for growth. The following is a summary of the interview with reporters:
Q: Why did you join Dunnan?
A: I joined National Semiconductor's Taiwan branch in 1977. By 1982, Mr. Song (Song Gongyuan) invited me to Guangda (the predecessor of Lite-On Group Xuxing). At that time, both parties had almost negotiated, but because " The news leaked. My chief decided to "half-block" and sent me to the United States. After three years, I went through the process of going to work during the day and studying MBA at night. Then I sent it to Hong Kong. . . . From then on until now almost 30 years ago, I still maintain contact with Guangbao. In May of this year, Mr. Song again asked for an appointment, and I decided to come back to this person.
Q: What are the performances of Season 2 and 1H?
A: The first quarter was affected by PC chips and the lack of work in mainland China. The shipments of discrete components and AC/DC power management analog ICs were affected. In the second quarter, due to problems, improvements were made, with 21% each. With 39% revenue growth, operating profits also improved with higher gross margin product shipments. In the first half of the year, the consolidated revenue was NT$4.29 billion, and the combined total net profit was RMB327 million. The after-tax earnings per share were RMB0.61.
Q: How do you view the semiconductor industry in the second half?
A: Usually, the third quarter is the season when semiconductors are the most prosperous. However, there are no signs of a slight increase this year. Even the "back-to-school tide" has not been heard. It can be said that the early arrival of winter is mainly due to two reasons: First, color TV sets ( The LCD TVs have continued to slump. As I saw in the United States that Sharp's 70-inch LCD TVs actually "seek out for $2,000," we can see the difference in business climate, and LCD TVs are most closely associated with the boom of the panel.
Second, the PC industry, in addition to Apple, the performance is not good, especially Acer has never been so miserable, and PC has the greatest impact on semiconductors.
Although the semiconductor industry in July fell a lot in June than in June, Dunnan's performance did not drop much. The main reason is that most of our company's products are in the upstream of PCs, such as power management ICs. Although Power has influence, But not so straightforward. However, August has been unable to withstand the environmental storm, revenue will go down, it seems that the proportion of performance in the first half of the year should be 55 waves.
Q: What are the plans for the development of operations in the first quarter of the year?
A: Analog ICs and Schottky diodes will use their own 6-inch plants in the future to increase capacity utilization. In addition, the market currently has a lot of 8-inch capacity, because the product is upgraded from 8-inch to 12-inch and idled. We will use the 8-inch plant to produce. After increasing the yield, we have our own packaging and Testing can reduce costs and become more competitive to seize market opportunities.
In spite of the bad economic climate, this year's expansion plans have not stopped. In recent years, with capital expenditures accounting for about 10-12% of revenues, the amount invested is about 910 million yuan. These are used to strengthen long-term development. The competitiveness. In addition, Dunnan has "Xiao Jinji" Anbao to be listed, currently tentatively scheduled to be listed in November.
However, even if the economic environment is getting heavier, the speed of production expansion in Dunnan will not stop there. Guo Yuliang said that it will still invest 10-12% of its revenue, which is equivalent to capital expenditure of 910 million to 100 million yuan. Action is to strengthen the long-term competitiveness." He said that in addition to Dunnan's production capacity is still much smaller than the first-tier manufacturers, the future development of new products such as Mosfet also has considerable room for growth. The following is a summary of the interview with reporters:
Q: Why did you join Dunnan?
A: I joined National Semiconductor's Taiwan branch in 1977. By 1982, Mr. Song (Song Gongyuan) invited me to Guangda (the predecessor of Lite-On Group Xuxing). At that time, both parties had almost negotiated, but because " The news leaked. My chief decided to "half-block" and sent me to the United States. After three years, I went through the process of going to work during the day and studying MBA at night. Then I sent it to Hong Kong. . . . From then on until now almost 30 years ago, I still maintain contact with Guangbao. In May of this year, Mr. Song again asked for an appointment, and I decided to come back to this person.
Q: What are the performances of Season 2 and 1H?
A: The first quarter was affected by PC chips and the lack of work in mainland China. The shipments of discrete components and AC/DC power management analog ICs were affected. In the second quarter, due to problems, improvements were made, with 21% each. With 39% revenue growth, operating profits also improved with higher gross margin product shipments. In the first half of the year, the consolidated revenue was NT$4.29 billion, and the combined total net profit was RMB327 million. The after-tax earnings per share were RMB0.61.
Q: How do you view the semiconductor industry in the second half?
A: Usually, the third quarter is the season when semiconductors are the most prosperous. However, there are no signs of a slight increase this year. Even the "back-to-school tide" has not been heard. It can be said that the early arrival of winter is mainly due to two reasons: First, color TV sets ( The LCD TVs have continued to slump. As I saw in the United States that Sharp's 70-inch LCD TVs actually "seek out for $2,000," we can see the difference in business climate, and LCD TVs are most closely associated with the boom of the panel.
Second, the PC industry, in addition to Apple, the performance is not good, especially Acer has never been so miserable, and PC has the greatest impact on semiconductors.
Although the semiconductor industry in July fell a lot in June than in June, Dunnan's performance did not drop much. The main reason is that most of our company's products are in the upstream of PCs, such as power management ICs. Although Power has influence, But not so straightforward. However, August has been unable to withstand the environmental storm, revenue will go down, it seems that the proportion of performance in the first half of the year should be 55 waves.
Q: What are the plans for the development of operations in the first quarter of the year?
A: Analog ICs and Schottky diodes will use their own 6-inch plants in the future to increase capacity utilization. In addition, the market currently has a lot of 8-inch capacity, because the product is upgraded from 8-inch to 12-inch and idled. We will use the 8-inch plant to produce. After increasing the yield, we have our own packaging and Testing can reduce costs and become more competitive to seize market opportunities.
In spite of the bad economic climate, this year's expansion plans have not stopped. In recent years, with capital expenditures accounting for about 10-12% of revenues, the amount invested is about 910 million yuan. These are used to strengthen long-term development. The competitiveness. In addition, Dunnan has "Xiao Jinji" Anbao to be listed, currently tentatively scheduled to be listed in November.
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