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。
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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。
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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