He sealed test capacity is tight until next year, and the quotations of many manufacturers rise further
2022-04-06
He sealed test capacity is tight until next year, and the quotations of many manufacturers rise further.
It can be seen from the semi annual report data released by the recently sealed and tested manufacturers that the manufacturers\' revenue and profit have increased significantly.
Under the background of continuous expansion of wafer capacity, the back-end sealing and testing capacity is tight, and the performance growth is obvious. Recently, domestic packaging and testing manufacturers have successively released the semi annual report of 2021, with outstanding performance.
In the first half of 2021, the operating revenue of Changdian technology was about 13.819 billion yuan, a year-on-year increase of 15.39%; The net profit attributable to the shareholders of the listed company was about 1.322 billion yuan, a year-on-year increase of 260.97%; Tongfu micro power achieved a revenue of RMB 7.089 billion in the semi annual report of 2021, with a year-on-year increase of 51.82%; The net profit attributable to the shareholders of the listed company was 401 million yuan, a year-on-year increase of 259.67%; According to the semi annual report data of Huatian technology in 2021, the operating revenue in the first half of the year was 5.618 billion yuan, a year-on-year increase of 51.25%, and the net profit attributable to the owner of the parent company was 613 million yuan, a year-on-year increase of 129.49%.It can be seen from the semi annual report data released by the recently sealed and tested manufacturers that the manufacturers\' revenue and profit have increased significantly.
Under the background of continuous expansion of wafer capacity, the back-end sealing and testing capacity is tight, and the performance growth is obvious. Recently, domestic packaging and testing manufacturers have successively released the semi annual report of 2021, with outstanding performance.
In the first half of 2021, the net profit of the three packaging and testing manufacturers will more than double. In addition to the strong downstream demand, on the supply side, the continuous expansion of upstream wafer production capacity has driven the booming production and sales of the packaging and testing plants. According to Soochow securities, in terms of wafer shipments, the shipments of major wafer foundries in the world such as liandian, SMIC and Huahong semiconductor have reached a record high in recent five years. In the second quarter of 2021, the capacity utilization rates of liandian, SMIC and Huahong semiconductor reached 100% +, 100.4% and 109.5% respectively.
According to the latest report issued by American foreign capital, the rising cycle of packaging and testing OEM will continue until next year. It is optimistic that the leader of packaging and testing, rimoonlight investment control, will benefit from the rise in wiring, advanced packaging and testing prices, and the gross profit margin will continue to increase in the next few quarters. Tianfeng securities industry research weekly also mentioned that with the multi-point flowering of downstream applications, the demand for intelligent, 5g, Internet of things, electric vehicles, home appliances, tablets and other end markets will increase, and the sealing and testing plant will continue to benefit.In the first half of 2021, the net profit of the three packaging and testing manufacturers will more than double.
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