Semiconductor performance is clearly structured, consumer electronics-related inventory is being actively cleared, and IDC and new energy-related demand continues to be high
Two semiconductor companies released their second-quarter results this week. They are A-share $Yangzhou Yangjie Electronic Technology (300373.SZ)$ With US stocks $Micron Technology (MU.US)$ 。
Seen first $Yangzhou Yangjie Electronic Technology (300373.SZ)$ The performance is expected to achieve net profit of $516-620 million in the first half of the year, an increase of 50%-80% over the previous year. Taking the median value, net profit for the second quarter and the first quarter is expected to be flat month-on-month. The company attributed the excellent results in the second quarter to the following points:
l Automotive electronics, clean energyEmerging fields continued to expand rapidly, and the company's revenue increased by more than 40% in the first half of the year
l Sales revenue of domestic and foreign two-wheel drives, especially overseas MCC brands, doubled year-on-year
l Among the new product types,MOSFET, IGBT, IGBTSales revenue all doubled, and revenue from small signal products increased 80% year over year
The high-growth sub-industries are all emerging industries where the company is newly expanding, especially those related to automotive electronicsNew energy vehiclesRelated sections andClean energy (wind and photovoltaics). These fields are all mainstream sectors for domestic substitution, because the pandemic has provided excellent opportunities for domestic substitution due to overseas supply chain issues in the past two years. The home appliance sector was originally a power semiconductor...