ASM太平洋(00522.HK)称首季解决方案需求非常强劲 料可受惠汽车业复苏
ASM太平洋(00522.HK)行政总裁黄梓达在全年业绩电话会议上表示,近期半导体解决方案业务需求非常强劲,预期半导体及SMT解决方案今年首季的新订单将超过7亿美元。另外,受惠於数码化及经济改善,客户愿意投放更多在消息者产品上,令集成电路及镜头模组等需求势头亦良好。
他提到,环球汽车业於去年下半年开始复苏,加上电动汽车市场持续增长,特别是中国市场,对解决方案需求非常大,认为集团半导体及SMT解决方案业务可从中受益。虽然近月汽车业出现芯片短缺问题,但相信一旦问题得到解决及重新生产,对设备的需求会更加强劲,集团亦可因而受惠。
集团去年派息比率提高至68%,黄梓达称年内完成出售物料业务权益带来8.59亿元一次性收益,因此回报股东,而集团一贯股息政策是维持派息比率在约50%。
另外,首席财务总监周佩芬指集团将在未来数季推出一系列策略性措施,包括精简及增强产品组合、在装嵌设备中高端市场增加市占率,及改善产品成本结构等,相信有助提升长期盈利能力及毛利表现。(ek/u)
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