ASM太平洋(00522.HK)料第四季毛利率按季持平 对5G业务前景乐观
ASM太平洋(00522.HK)行政总裁黄梓达表示,第三季收入接近早前订立的目标上限,预期在设备市场气氛改善下,第四季收入将录得5.3亿至5.9亿美元。
他表示,鉴於宏观经济环境不明朗,自中期起已无再就新增订单总额及毛利率作预测,做法与同业看齐。首席财务总监周佩芬补充,根据第四季收入预测,估计毛利率水平亦会与上季相若,又指固晶机及引线焊接机业务需求强劲,对新增订单亦有信心。
黄梓达指,5G进入设备升级周期,市场对高效能运算(HPC)性能的需求不断增加,5G基建升级所需要的设备数量大增,技术要求亦有所提升,对公司业务前景感乐观。
谈及中美贸易战的影响,他指出,设备市场主要受消费者市场需求影响,而汽车、电话、智能电话及物联网市场等需求仍然存在,又指公司客户群覆盖广泛,对此未感担忧。
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