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The acceleration of the penetration of smart technology in mobile phones and autos has led to a 55% increase in Will Semiconductor's net income in Q1 | Earnings Reports.
Benefiting from the high-end Smart Phone market and the accelerated penetration of Autos intelligence, the company achieved a revenue growth of 14.68%. Coupled with internal product structure optimization and improved supply chain management, the overall gross margin has significantly increased, and the Net income surged by 55%, clearly outpacing revenue growth.
Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
BOE Technology Group's Q1 performance saw double growth: Net income surged by 64%, and R&D investment continued to increase | Earnings Reports insights.
In the first quarter, BOE's revenue reached 50.6 billion yuan, a year-on-year increase of 10.27%. More notably, the company's net income attributable to shareholders reached 1.614 billion yuan, a significant increase of 64.06% year-on-year. The net income after deducting non-recurring gains and losses was 1.352 billion yuan, skyrocketing 126.56% year-on-year, reflecting a significant improvement in the profitability of the company's core business.
Semiconductor Surge: How Sustainable Is the Rally?
Shengmei Shanghai: It is expected that this year's revenue will reach 7.1 billion yuan, the impact of tariffs is "generally controllable" | Directly covering the Earnings Conference.
①Shengmei Shanghai expects its annual revenue for 2025 to be between 6.5 billion yuan and 7.1 billion yuan, with an average Order release cycle of about 6 to 8 months, and the average gross margin for the whole year of 2025 is expected to remain between 42% and 48%. ②The Shengmei Shanghai Semiconductors equipment research and manufacturing center in Shanghai Lingang is set to reach operational status by June 2025.
The domestic Semiconductors Industry Chain continues to advance rapidly, and the Industry is expected to迎来 a Gold development period.
According to media reports, statistics indicate that among listed companies that have disclosed their performance, over 90% of Semiconductor equipment companies are profitable, and several listed companies are engaged in capital operations, conducting industry consolidation or participating in industry investments. CITIC SEC Research Reports state that leading domestic Semiconductor equipment and materials manufacturers are making significant advances, and the domestic Semiconductor Industry Chain is gradually being completed.