Taiwan's IC design self-help booming wave optimistic about the second half of warming

Taiwan-based IC design stocks have started a wave of new stocks boom. As the saliva support has become tired of investors, IC companies who feel that their own stocks are too low will have to buy in the stock market. Get market funding recognition. Although the Taiwanese IC designers stated that their revenue and profit performance in 2011 will decline compared to 2010, the expected dividends for 2012 will also shrink significantly. However, many Taiwanese IC design companies believe that the operating performance in the second half of 2011 can be improved. Looking forward to the growth in the first half of the year, it will also increase in 2012 compared to 2011. At this time, the profit opportunities for buying Treasury shares will be much larger than the risks.

In fact, many Taiwanese IC designers have frankly stated that in the first half of 2011, the company’s earnings performance in the 1st and 2nd quarters will not be too good, given that the appreciation of the new Taiwan dollar has eaten a lot of revenue and profitable growth space. The first six months of the year have seen a lot of revenues from the recession in 2010. In addition, in the third quarter of 2011, under the interference of the peak season, the operating performance in 2011 was lower than that in 2010, which was also a reasonable expectation. .

Only in the first half of 2011, the base period for operations has dropped significantly, and the opportunities for steady growth in revenue and profit in the 3rd and 4th quarters have also increased. Compared to the 2011 downturn, the 2012 turnaround is also natural. A lot of promotion.

The breakdown of Taiwan’s IC design industry’s bad news in 2011 included a low market share of chips related to tablet PCs and smart phone products. In the face of these new killer applications, the market share of old products was eroded. system! The operating performance of the IC design industry is almost in full decline. Second, the rising tone of the new Taiwan dollar keeps rising, and it also forced the Taiwanese IC design industry to shrink water in the first half of 2011, resulting in a decline in profits; III. The sluggishness also points to Taiwanese IC design industry's growth in the past few years. Actually relying heavily on the white card market in the mainland, the white brand product market order has been reorganized and the performance has naturally declined.

However, the above three major bad newses are expected to be considerably relieved in the second half of 2011, in which the mainland government plans to adopt measures that will spur the local economy and market demand, and has allowed the long-quiet mainland white brand product market Since the end of June 2011, customer back-ups and pre-build season inventories began to appear; and when the New Taiwan dollar rose to nearly 29:1 against the U.S. dollar, it also began to show that the U.S. dollar has become stronger, and that the NT dollar has been improved. Opportunity; As for the low market share of tablet PCs and smart phone-related products, the Taiwanese IC design industry will also increase the market share of relevant cities under the situation that the Taiwanese OEM chain has gradually expanded its market share.

As the above three big negative effects gradually faded away, the Taiwanese IC design industry was angry at this time to implement the actions of treasury stocks. It seemed to have a traceable taste. After all, in the minds of many Taiwanese IC design companies, it was thought that 2011 In the second half of the year, the operating performance will be better than in the first half of the year. In 2012, when the growth in performance is expected to be lower than the base period in 2011, the stock price of the company will continue to burst, and it will inevitably go down. What must be done? .

In the face of investors' enthusiasm that there are thousands of lines that are not as good as an inside line, Taiwanese IC design companies have recently bought a big move to show you the situation, which is bound to allow many investors to enjoy the same level of confidence.