UNISEM 5005 INFORMATION OVERVIEW 1

Information Overview 1:

该集团主要是为全球的电子企业提供半导体装配和测试服务(OST)。

该集团主要80%客户是来自美国。

该集团有一部分的客户有参与5G的发展,因此公司将有望在5G中受惠。

中国的天水华天科技有参股友尼森。

中国的天水华天科技的测试服务业务是中国第二大OSAT企业。

该集团有望在中国智能手机,5G领域和基础设施受惠。

该集团拥有新技术因此不仅能提高售价还不须对产品减价。

该集团最近找到新的两个大客户分别在通讯和汽车领域。

该集团的其中一个业务:微电子系统(MEMS)麦克风预计将会从每个月300万个增加至每个月500万个到1000万个。

中国的第3号工厂和怡保的晶圆凸块(Wafer Bumping)工厂将会在今年完成并会生产8寸和12寸的晶圆。

这将促使每月生产量增加至2万5000个。

12寸晶圆预计将会是8寸晶圆的每日平均售价的2倍。

目前半导体业务和汽车业务进入低迷将会产生需求放缓。


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