Memory IC design factory ESMT held a financial report on the 25th, looking forward to the market outlook, the company believes that although the environmental uncertainty remains in the fourth quarter, but the mainstream memory supply and demand is stable, smart speaker orders are booming, the fourth quarter revenue is expected to be flat It is the third season with a record high; it is expected to grow by more than 1% year-on-year, which is better than the 30-40% decline in the general industry.

Chairman Chen Xinghai said that under the influence of the Sino-US trade war, the company's dynamic random access memory (DRAM) part, the biggest competitors are Taiwanese factories, such as Yuchuang, Winbond, etc., the US rivals are few, so turn The single benefit is not big. Class D Amplifier, the main opponent is Texas Instruments, this part of us did receive the transfer, the company is also very optimistic about the future growth of audio-related products.

Industry insiders are optimistic about ESMT DRAM, synchronous dynamic random access memory (SDRAM) and audio amplifier products, which have successively entered the smart speaker supply chain such as Baidu, Xiaomi and Jingdong. The market share in the mainland is about 70%, and the estimated shipment and market share. The rate continues to grow under the benefit of beautification, and revenue is expected to maintain high-end standards.

In response to the relatively high revenue storage, Chen Xinghai lamented that the memory market situation has been very bad for more than a year. Now everyone continues to see new applications and restore a little confidence. Among them, the most anticipated DRAM volume growth for 5G mobile phones next year may be created again. A wave of good times, the company is now conservatively looking forward to 5G mobile phones will become popular next year.

Chen Xinghai added that NOR is also one of the higher growth areas driven by true wireless Bluetooth headset (TWS). He stressed that in fact, ESMT products are widely distributed, as long as customers have the demand to provide the corresponding products, "we are ready."

The car part, ESMT main video and audio related applications, general manager Zhang Mingjian said that the company is mainly Japanese, landline customers, of which, Japanese customers are more stringent specifications, the land system is relatively uneven, which also affects profits, so the company is optimistic The main reason for this profit growth is that the expected cost is lower, not the price increase. He admits that "this market is really difficult."

ESMT benefited orders in the third quarter, revenues reached approximately 3.245 billion Taiwan dollars (the same unit), a quarterly increase of 6.85%, an annual increase of 3.13%, a record high; gross profit rate of 12.86%, quarterly reduction of 0.14 percentage points, annual reduction of 5.57 Percentage points, the net profit attributable to owners of the parent company was 83.329 million yuan, a decrease of 22.9% in the quarter, an annual decrease of 60.42%, and a surplus of 0.3 yuan per share.

In terms of revenue share, DRAM accounted for 55%, NOR accounted for 10%, NAND accounted for 12%, MCP accounted for 13%, and audio related 10%. In terms of applications, Netcom accounts for 30%, consumption accounts for 17%, monitors and mobile phones account for 14%, vehicles for 10%, set-top boxes for 7%, and solid-state drives for 5%.