Allring beta LED equipment orders; the second half of the operation can increase

Wan run in the second quarter of this year to benefit from IC packaging equipment orders. Legal person said that second quarter revenue growth estimate compared with the previous quarter, better than the same period last year, is expected in the second half of Taiwan semiconductor foundry factory leading facility can increase recorded over the first half, in addition to the fingerprint sensor testing equipment orders into account and the LED peak. Equipment orders have been recovered, overall, the second half of the year compared with the first half is expected to camp exercise can go strong.

Mason for automated machinery and equipment suppliers, products last year revenue structure as passive component equipment accounted for about 31%, IC packaging equipment accounted for 41%, LED 18%, sweeper 8% foundry equipment, for the rest of the other. The main customers include ASE, siliconware, Nanmao; LED mills billion light, Lunda customer; customer equipment passive components including Taiwan, Japan and many other manufacturers China.

Allring revenue reached 1 billion 507 million yuan last year, 0.84% years, due to a better combination of products, IC packaging and testing equipment and passive components equipment to enhance the proportion of gross margin reached 41.43%, the annual increase of 2.42 percentage points, operating profit amounted to 225 million yuan, the annual increase of 11.23%, EPS reached 2.76 yuan, more than 2.50 yuan last year. This year the company allotted 2 yuan in cash dividends.

Affected by the equipment shipped off-season, Wan run first quarter revenue of $291 million this year, an annual reduction of 15.06%, operating profit of $18 million 480 thousand, an annual reduction of 96.58%, EPS reached $0.12, lower than last year's $0.60.

Mason revenues in April amounted to 152 million yuan, the annual increase of 8.21%, revenues in May amounted to 220 million yuan, increased by 10.01% in the second quarter, legal person said, benefit from the IC packaging equipment orders a single quarter revenue estimate, compared with the previous quarter growth, better than the same period last year.

Legal person said, is expected in the second half of Taiwan leading foundry factory packaging equipment accounted for can increase over the first half, the fingerprint sensor testing equipment orders into account peak, and LED equipment orders have been recovered, overall, the second half of the year compared with the first half is expected to camp exercise can go strong.

Taiwan leading foundry factory in high order packaging field, in the Longtan set plant, and Mason is past the ship to IC related equipment in the field of packaging and testing plant, facility has accumulated technical strength, so in the foundry factory workers in the packaging field, smooth cut equipment supply chain. It is reported that the customer is part of equipment orders in the second quarter for the second half of the expected accounted amount will increase over the first half.

In addition, the first half of the LED industry is dull, how much influence the customer orders intention, but the recent industrial order stabilized material driven LED device with single recovery, overall, the second half of the orders to optimistic performance.

The sweeper foundry, Mason 2-3 years ago in the field, the main customers for China, Japanese manufacturers, the business is still a loss last year, this year due to depreciation, gradually reduce the yield of continuous improvement driven by this opportunity loss level.

The full year, legal person said that this year in the foundry customer orders and customer blessing, IC packaging and testing stable orders under the aid, plus the LED equipment orders this year, revenue recovery, profit growth.

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