ASM太平洋(00522)料次季新增訂單恢復平穩增長
ASM太平洋(00522)首季新增訂單總額達10.1億美元,按年增長逾73%,超出早前7億美元的預測。行政總裁黃梓達解釋,主要由於工業應用、汽車行業需求增加,帶動首季半導體產品及SMT解決方案業務好過預期。但他估計,次季將回復至平穩增長,認為投資者對半導體市場看法積極將利好銷情,對提升市場份額有幫助。
集團預測第二季收入將介乎6億至6.5億美元,他指出居家工作帶動對移動及個人電腦設備需求,AIoT、5G發展、工業及汽車電動化趨勢,以及Mini LED發展逐漸成熟,加上首季錄得未完成訂單12.1億美元,對達成目標有信心。
問及半導體短缺問題,他表示一直與客戶密切溝通,並會因應訂單需求,增加外判合作伙伴的產能,至於內部產能則會審慎調整。
首季毛利率錄39.6%,按季及按年分別提升4.12及2.68個百分點。首席財務總監周珮芬表示,未來銷量提升及產品組合調整下,預期中長期毛利率可持續改善。
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