NAND Flash control chip declines
The intersection of NAND Flash and the intersection of control chip and the intersection of market and hardships more and more, appear operation to appear the awkward situation of declining 3rd quarter for the first time 2008! The intelligent honour is represented, although production tops 100 million in the 2nd quarter, the gross margin percentage breaks 50% by a fall for the first time, make, build the intersection of operation and goal for less than the whole year even more, cause intelligent honour slump 25% after U.S.A.'s stock price is in the plate, and pure NAND Flash controls the chip design owner like Samsung (Samsung Electronics) To hold up safe shift in investment, face operation relatively 2nd quarter situation of declining 3rd quarter too.
Careless good Radix seu caulis wrightiae pubescentis of general manager of intelligent honour shows, a lot of NAND Flash factories begin to drop in production, and reduce the memory card and take the place of worker quantity in the 2nd quarter, it influences control chip owner's production that related, in addition, insert the market sales of the card-style cell phone and is not so good as expectancy, attack control chip owner's operation indirectly, it has been the intelligent honour since U.S.A. is listed in the 2nd quarter of 2008, not reaching the wealth and examining the goal for the first time, it is quite challenging first quarter.
The control chip owner shows, glide with industry's gross margin percentage, the control chip industry certainly will face new a wave of integration tides, in addition, NAND Flash big factory all make into the card by oneself now, most module factories buy into a card directly, do not need to purchase the control chip, can be regarded as and assault fatally as to design company, the living space is influenced much.
Intelligent the intersection of honour and 2nd quarter over 100 million of production, increase than the same period of 2007 by 29%, but because digest the stock, and mobile communication product mix transfers from tuner to system level and capsulates (SiP) Influence, the gross margin percentage glides to 47.3%, but in U.S.A.'s Nasdaq (NASDAQ) IC design company listed, the gross margin percentage nearly regards 50% as the lowest bottom sill.
With the non- internationally acknowledged accounting principle (Non-GAAP) Accounting foundation calculate, U.S.A. that per unit dilute deposit evidence of asking surplus 0.26 dollars intelligent 2nd quarter such as honour, decline 43% will it be the same period 2007 relatively, but according to GAAP accounting foundation, U.S.A. that per unit dilute deposit evidence of asking surplus 0.06 dollars, it reaches 78% even more to decline. Careless good Radix seu caulis wrightiae pubescentis shows, mainly because a lot of at one time admit in the 2nd quarter that list the expenses, including new emperor (SanDisk) Lawsuit expenses, researching and developing expense taxation recomputation,etc..
In addition intelligent honour lay, build wealth to examine goal the whole year too, estimate Non-GAAP the intersection of per unit and U.S.A. deposit, ask the intersection of evidence and surplus expect 1.95~2.05 dollars before this the whole year, leave and repair it for 1.30~1.40 dollars, and GAAP per unit U.S.A. deposits and asks the evidence surplus to be expected to revise to 0.50~0.60 dollars, predict camp accept decline 5~9% 2nd quarter relatively prosperous busy season 3rd quarter at the same time.
Hold up safe to show company camp accept and make a profit very much right 2nd quarter, great environment variable is numerous in the 3rd quarter too, though there are some new quick flashing memory cards and personal disc control chip orders, but overall, do not exclude from the 3rd quarter operation relatively declines in the 2nd quarter.
In addition An Guo product line except that NAND Flash relevant product, include card reader, the intersection of HUB and chip,etc. too, though not totally as NAND Flash industry rise and fall, operation is conservative to show to the 3rd quarter, only increase by 10% compared with the 2nd quarter, NAND Flash product line contribution degree is the maximum variable.