Xu Xiulan: Production capacity will be sold out by 2024 | Anue Juheng-Taiwan Stock News

Silicon wafer giant Universal Crystal (6488-TW) At a meeting held today (15th), Chairman Xu Xiulan said that supply continues to be tight, including production expansion and de-bottlenecking capacity, production capacity has been sold out from this year to 2024, and demand for 8-inch and 12-inch is very strong .

As of the end of last year, the prepayment amount of Global Crystal reachedNew Taiwan Dollar 28.64 billion yuan, including an increase of 6.2 billion yuan in the fourth quarter of last year alone. Xu Xiulan said that since the beginning of this year, the amount of advance payment by customers has continued to increase, and the willingness to sign a new factory manager contract is also very high. Some of them are close to being finalized, and the amount of advance payment will continue to grow this year.

In the fourth quarter of last year, Universal Crystal benefited from the price increase, coupled with a better product mix, which drove the gross profit margin to a record high of 41.3%. Xu Xiulan said that although the overall ASP this year will be higher than last year, the external environment is uncertain. It is difficult to predict the gross profit margin performance this year, but it is expected to maintain or exceed the level in the fourth quarter of last year.

Talking regarding the impact of the Russian-Ukrainian war, Xu Xiulan said that at present, there is no direct impact on demand or supply. The European factory of Global Crystal is far away from Ukraine, the supply of raw materials is stable, and no customer requests have been postponed or cancelled. order, but it is true that due to the war, the energy cost of the European plant has increased.

Looking forward to the overall market situation, Xu Xiulan expects that the shortage of semiconductor chips will continue to this year, and the delivery time of some electronic components will be extended to 2023, and the shortage of chips is expected to be corrected in 2 to 3 years.

In terms of automotive semiconductors, Xu Xiulan pointed out that the automotive industry is actively looking for solutions to chip shortages, and it is expected to return to normal supply and demand levels this year, but the Russian-Ukrainian war has brought more uncertainty to the automotive industry, and major automotive manufacturers have increased Investment in electric vehicles to regain market advantages, coupled with government policy support, the electric vehicle market in most regions will gradually grow.


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