Thanks To Mosfets, Strong Demand For Silicon Wafers, Han Lei Will Make A Profit This Year.

In  2014, Han Lei, which was transformed into a holding company, advanced  investment control, benefited from Han Lei Technology, which specializes  in wafer foundry business, and Jia Jing, which focuses on epitaxial  silicon wafers, and it took orders. The fourth quarter profit, driving the year turned profitable. Han  Lei Investment Co., Ltd. and Chairman of the Board of Directors Xu  Jianhua optimistic that as Han Lei technology product structure  adjustment effect, Jiajing production capacity is also full, Han Lei  investment control in the first quarter revenue will grow 12 to 15% over  the same period in 2017, gross profit margin It will also increase to 12-13%, with double-digit revenue growth for the full year. The  market expects that with the strong demand in the bitcoin mining,  electric vehicle and data center terminal markets, and continuous supply  shortage of epitaxy silicon wafers, Han Lei will control its revenue  and profit for the whole year to rise quarter by quarter, showing that  it will not waver in the loss. , profits jumped.

Han  Lei Investment Co., Ltd. and its subsidiary Jia Jing held the Law  Society on the 21st. Han Lei Investment Co., Ltd. reported revenue of  NT$5.274 billion in 2017, an increase of 20.46% from 2016's 4.278  billion yuan, a gross margin of 11%, and a post-tax loss of 4,534 Ten  thousand yuan, EPS loss of 0.59 yuan, the loss reduction compared with  the previous three years, which, the fourth quarter of EPS is paid a  0.11 yuan results, for the first time since the listing of listed  profits for the first time. Looking  forward to the first quarter, Xu Jianhua stated that Han Lei's  investment control strategy includes improving product diversification  processes, focusing on high growth and niche application markets,  integrating group resources and strengthening competitiveness, and  continuously expanding capital expenditures to meet customer needs. The quarterly revenue is affected by the reduction of working days and  the annual maintenance of the plant area. The quarterly growth rate is  about 8%, the annual growth rate is only 12~15%, the gross profit margin  slightly increases to 12~13%, and the profit-making rate is 2.5~3.5%.

Han  Lei Technology, which focuses on wafer foundry business, has a revenue  of 2.145 billion yuan in 2017, a gross profit margin of 4%, a loss after  tax of 186 million yuan, and an EPS loss of 1.2 yuan, which has  significantly converged over the previous two years. Xu  Jianhua said that as the demand for IDM plants decreased, Han Lei fully  implemented its product structure adjustment strategy. During the  adjustment period, it took up orders with lower gross profit in order to  fill production capacity, thus affecting profitability performance.  However, with the adjustment effect, silicon carbide (SiC) was used. The  proportion of gallium nitride (GaN)-based compounds, as well as TVS,  automotive, and other relatively high-margin products, has been  increasing year by year. In 2018, the gross margin of wafer foundry  business is expected to improve significantly and gradually get rid of  market price competition. The market expects that Han Lei Technology will be fully loaded in the  first quarter of 2018. Orders from international giants such as MOSFETs  will flow into the market, and revenue and profit will have the  opportunity to write a single-quarter high.

Xu  Jianhua also mentioned that currently, Jiajing’s production capacity is  full, and customers are chasing many orders. Han Lei Technology is also  an influx of orders. The overall market demand is very strong, such as  the demand for power chips from car electronics, mining, and data center  markets. All are beyond expectation, and Le watched Han Lei’s investment performance for the year.