New electric element withdraws part of the dissociated component market Dunnan to benefit from single turn effect

Under the pressure of the appreciation of the Japanese yen, the international giant Shindengen will gradually withdraw from the segregated component market after the financial tsunami in 2008. This will allow Taiwan's segregated component manufacturers to benefit from this continuous conversion effect. The GPP Bridge product, which has been operating for many years in Dunnan Technology, has also become the top three suppliers in the world and is expected to become the world's largest supplier in 2011.

In 2008, the financial tsunami changed a lot of market territory. Under the pressure of the appreciation of Japanese yen and the pursuit of more economical production efficiency, the new financial element rushed to focus on the production model and withdrew from some product markets, making Taiwan's discrete component manufacturers benefit from it. This wave has a continuous turnaround benefit. Dunlan's bridge rectifier products also jumped into the top 3 suppliers in the world in 2010.

Dunnan said that in the fourth quarter of 2010, the company has completely withdrawn from the market with poorly-competitive, loss-making camera modules for mobile phones. It is estimated that optical image revenue will decline in 2011, but profitability is expected to be obtained. improve. Dunnan will also invest resources in promising product lines. In 2011, it will further expand the degree of self-sufficiency of all discrete component production equipment and continue to improve the quality and quantity of bridge rectifier production to maintain its competitive advantage.

In terms of ESD protection components, Dunnan is optimistic about the growth potential in 2011, completed the construction and testing of packaging equipment in the first quarter, and mass-produced in the second quarter. Due to the low base period of the product, 2011 has the power to challenge multiple growth.

Dunnan expanded in 2010! The market share of analog IC products and the use of distance/ambient light sensing ICs for smart phones, tablet PCs, and LED TVs, and analog ICs on devices such as set-top boxes have yielded good results. The capacity utilization rate of the 6-inch fab in Hsinchu is expected to increase through the growth of analog ICs and move toward profit and loss.

Dunnan's consolidated revenue for July was NT$830 million, with a monthly growth rate of 5%, and a 15% decline from the same period in 2010. In July, the ambient/distance light source sensing IC revenue hit a record high, breaking through 15 million yuan, up 25% on a monthly basis, and performing relatively well. Dunnan said that the segregated components that accounted for the largest revenue share, in July due to the release of GPP product capacity, led to a 3% increase in revenue over June.

Dunnan announced a few days ago that the former general manager Chen Jianzhi left the company because of his personal career plan, and the former president of Fairchild Semiconductor Asia Pacific Guo Yuliang took over as general manager. Guo Yuliang is a business expert and is familiar with the discrete components and analog IC market? ] Accumulated rich network assets, is expected to help Dunnan to expand domestic and overseas business.

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