In April, except for the fact that Liancheng was in a bucking trend, Baidu’s revenue in April was generally single-digit compared with March’s decline. As the doubts in the supply chain of the electronics industry gradually disappeared, the company’s outlook for the second quarter is optimistic. Sun Moonlight expects that in the case of unchanged OEM prices, shipments are expected to increase by 7-9%, and silicon products are estimated to have a 3- to 7% quarter-on-quarter revenue growth rate, and a quarter-to-quarter growth rate of about 5 to 10%. .
In April and April, Sun Moonlight’s closed beta revenue was NT 10.759 billion yuan, a 2.1% decline from the previous quarter. The April consolidated revenue of silicon products was 4.786 billion yuan, a decrease of 5.1% from the previous month. Silicon's consolidated revenue in April was 379 million yuan, a decrease of 4.6% from the previous month. Accumulated turnover in the previous April was 1.493 billion yuan, a decrease of 2.3% from the same period in 2010.
Compared with the previous month, Licheng’s consolidated revenue increased slightly by 1.69% from the previous month. The actual performance reached 3.362 billion yuan, a 12.03% growth over the same period of 2010, and the cumulative April consolidated revenue was 13.12 billion yuan, an annual growth rate of 12.6%. The company was driven by the DRAM and Flash market demand, resulting in consolidated revenues reaching a record high for single-month consolidated revenue.
Although the output of the industry for the packaging and testing industry generally declined in April, the companies are relatively optimistic about the second quarter. Both Riyueguang and silicon products believe that the original Japanese factory has gradually restored its original capacity supply, and suppliers have also promised to supply flawless products. It is expected that the issue of material supply brought about by the second quarter's NIS will gradually diminish.
Sipin believes that the average capacity utilization rate for the second quarter is expected to rebound, and it is at a high level. Coupled with the increase in the contribution of copper wire processing, the gross profit margin is also expected to continue to increase. The company expects the growth of its earnings in May and June to be expected to reach a period of growth of 3 to 7% in the second quarter.
Sun Moonlight estimates that in the case of unchanged OEM prices, shipments in the second quarter are expected to increase by 7-9% from the previous quarter; in the second quarter, copper wire packaging revenue is expected to increase by US$75 million, reaching 2.2. Billion US dollars, 50 to 60% more than in the first quarter. This move will help boost the gross profit margin, and Riyueguang expects the single-quarter gross margin to have room for improvement. However, it is still worthwhile to pay attention to the variables from the gold price and the exchange rate.
According to Silicon, April sales fell compared with March, mainly because orders from overseas customers were more delayed than expected. It should be the market's response to the short-term impact of the major earthquake in Japan. It is expected that this phenomenon will be gradually digested in the second quarter and should be the second At the end of the season, it will regain its glory.
The company's Q2 performance and gross margin performance are expected to outperform the 1st quarter, as the main customer, Elpida, aggressively transitioned to advanced technologies such as 30-40nm and the demand for DRAM and NANDFlash remained strong. The initial estimate of the revenue growth rate for the quarter is about 5-10%.
In April and April, Sun Moonlight’s closed beta revenue was NT 10.759 billion yuan, a 2.1% decline from the previous quarter. The April consolidated revenue of silicon products was 4.786 billion yuan, a decrease of 5.1% from the previous month. Silicon's consolidated revenue in April was 379 million yuan, a decrease of 4.6% from the previous month. Accumulated turnover in the previous April was 1.493 billion yuan, a decrease of 2.3% from the same period in 2010.
Compared with the previous month, Licheng’s consolidated revenue increased slightly by 1.69% from the previous month. The actual performance reached 3.362 billion yuan, a 12.03% growth over the same period of 2010, and the cumulative April consolidated revenue was 13.12 billion yuan, an annual growth rate of 12.6%. The company was driven by the DRAM and Flash market demand, resulting in consolidated revenues reaching a record high for single-month consolidated revenue.
Although the output of the industry for the packaging and testing industry generally declined in April, the companies are relatively optimistic about the second quarter. Both Riyueguang and silicon products believe that the original Japanese factory has gradually restored its original capacity supply, and suppliers have also promised to supply flawless products. It is expected that the issue of material supply brought about by the second quarter's NIS will gradually diminish.
Sipin believes that the average capacity utilization rate for the second quarter is expected to rebound, and it is at a high level. Coupled with the increase in the contribution of copper wire processing, the gross profit margin is also expected to continue to increase. The company expects the growth of its earnings in May and June to be expected to reach a period of growth of 3 to 7% in the second quarter.
Sun Moonlight estimates that in the case of unchanged OEM prices, shipments in the second quarter are expected to increase by 7-9% from the previous quarter; in the second quarter, copper wire packaging revenue is expected to increase by US$75 million, reaching 2.2. Billion US dollars, 50 to 60% more than in the first quarter. This move will help boost the gross profit margin, and Riyueguang expects the single-quarter gross margin to have room for improvement. However, it is still worthwhile to pay attention to the variables from the gold price and the exchange rate.
According to Silicon, April sales fell compared with March, mainly because orders from overseas customers were more delayed than expected. It should be the market's response to the short-term impact of the major earthquake in Japan. It is expected that this phenomenon will be gradually digested in the second quarter and should be the second At the end of the season, it will regain its glory.
The company's Q2 performance and gross margin performance are expected to outperform the 1st quarter, as the main customer, Elpida, aggressively transitioned to advanced technologies such as 30-40nm and the demand for DRAM and NANDFlash remained strong. The initial estimate of the revenue growth rate for the quarter is about 5-10%.
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