semco 1q 19 earnings results - teletogetherirsvc.teletogether.com/sem/pdf/sem2019q1_eng.pdf · pcb...
TRANSCRIPT
![Page 1: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/1.jpg)
SEMCO 1Q 19 Earnings Results
![Page 2: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/2.jpg)
![Page 3: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/3.jpg)
Table of Contents
![Page 4: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/4.jpg)
1
YoY
Income Statement Earnings Trend
![Page 5: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/5.jpg)
2
Financial Status Financial Ratio
![Page 6: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/6.jpg)
3
1Q 19 Results
2Q Outlook and Strategy
■
- Decreased sales to Chinese PC and mobile applications
■
- Increased sales to global automotive customers and
network applications
Decreased revenue due to delay in IT demand recovery and inventory adjustment
Increased Auto/Industrial MLCC revenue
→ Focus on increasing supply of ultra high capacitance
and other high-end products
■
■
Stagnant demand for IT mid/low-end, Tight high-end supply expected to continue
→ Switch over IT capacity to meet market demand, expand
high reliability line-up, increase sales to major customer
Increase demand for Auto/Industrial high reliability MLCC
![Page 7: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/7.jpg)
4
1Q 19 Results
2Q Outlook and Strategy
■
- Started supply of triple cam to strategic & Chinese customers
■
- Supplied WiFi 11ax module for flagship smartphone
Increased revenue driven by mass production of new high performance multi camera
Supplied new standard comm. module to strategic customer
→ Increase supply of high-end camera module
(high pixel, high power zoom)
■
■
Chinese customers are expected to launch new models with high performance camera
→ Continuing development of high performance Ant. module
Opening & gradually growing of 5G module market
![Page 8: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/8.jpg)
5
1Q 19 Results
2Q Outlook and Strategy
■
- Supply for OLED applications decreased due to
fall in demand for overseas customer’s smartphone
■
- Increased exclusive supply to high-end flagship
PCB : Decline in revenue of RFPCB for display
PKG : Increase in revenue of FCCSP for AP & FCBGA for PC
→ Focus on expanding RFPCB line-up for Chinese customers’
and camera module
■
■
Weak demand for overseas customer’s smartphone continue
→ Revenue growth by diversifying GPU/Auto PKG substrate
Increasing demand for high-end PKG substrate
![Page 9: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/9.jpg)
![Page 10: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/10.jpg)
![Page 11: SEMCO 1Q 19 Earnings Results - Teletogetherirsvc.teletogether.com/sem/pdf/sem2019Q1_eng.pdf · PCB : Decline in revenue of RFPCB for display : Increase in revenue of FCCSP for AP](https://reader035.vdocuments.mx/reader035/viewer/2022081523/5fe584f71338a462fb1ab4c6/html5/thumbnails/11.jpg)