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ASM太平洋(00522.HK)料全年計三業務收入按年收縮 對2020年看法樂觀
阿思達克 10-31 12:12

ASM太平洋(00522.HK)行政總裁李偉光出席業績發布會時表示,相信現時市場正在復甦的軌道上,但中美貿易戰等仍為市場帶來陰影,而具領先指標的物料業務連續第三季度呈升勢,亦反映了市場在復甦軌跡上。惟他相信全年計三個業務的收入仍將按年收縮,料第四季營業額將介乎4.6-5.1億美元,按季有所回落。

新增訂單方面,李偉光料第四季按年將錄雙位數百分比跌幅,但對2020年看法樂觀,相信農曆年後訂單有望復甦,而次季營業額或開始向上,如根據相關推測,料明年下半年或可有不錯的表現。

他又指早前中美貿易戰影響了客戶的投資信心,而海外客戶仍有「勒住褲頭」不敢增產的情況,較誇張的例子是客戶因為不敢作投資而放棄獲得大訂單的機會,但如果中美貿易戰暫緩,相信對投資信心亦有幫助。

他又預期2020年客戶會將推出10倍光學變焦相機,對CMOS影像處理器需求會有所增加,預期今年CIS業務表現有望與去年非常接近,強調集團在相關業務上具有利的市場份額。

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