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6 comment(s). Last comment by veron4best at Jul 7, 2020 7:39 PM
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probability
12332 posts

Posted by probability > May 2, 2020 2:41 PM | Report Abuse

DUFU has a lot to catch up with NOTION


probability
12332 posts

Posted by probability > May 2, 2020 2:51 PM | Report Abuse

DUFU TECHNOLOGY CORP BHD plans to operate its new metal fabrication production facility by June this year.

02 Apr 2019

https://www.thestar.com.my/business/business-news/2019/04/02/dufu-aims-to-operate-metal-fabrication-plant-by-june

According to group chief executive officer BH Yeoh, the group had invested RM11.4mil for the production facility in Bukit Minyak late last year to manufacture metal fabrication products for the semiconductor and medical equipment industries.

He told StarBiz that Dufu Technology subsidiary, Dufu Metal Sdn Bhd, has been set up to oversee the business, which is low-volume and high-mixed in nature with strong growth potential

To date, the company has already received encouraging enquiries from the semiconductor and medical equipment sector.


Yeoh expects that the metal fabrication, sensor and hydraulic device business segment would generate about 25% of the group’s revenue.

The hard disk drive (HDD) component business, meanwhile will contribute the remaining 75%.

He pointed out that Dufu Technology is planning to allocate RM15mil for its business expansion this year, compared with RM12mil in a year earlier.

“Although the shipment of HDD drives worldwide has decreased, demand for spacers used in HDD unit has surged due to the demand for increased data storage space.

“Previously, a HDD used fewer than five media disks, requiring only four pieces of spacers to separate them.

“Now HDD used in the enterprise segment uses up to nine media disks and requires eight pieces of spacers to separate them,” he added. Yeoh said HDD remained the priority for data centres looking to optimise their total cost of ownership by cramming as in a single storage for home consumers who opt for 10 terabyte plus of data.

Moving forward, Yeoh said the group planned to tap into the automotive industry and currently in the process of obtaining the IATF 16949 certification. “With the certification, we can then plan to produce machined parts for the automotive sector, which we believe has strong growth potential,” he added.

On dividends, Dufu is proposing to give one treasury share for every 20 existing ordinary shares in the second half of 2019. According to Market Reports, the global auto body parts market, which is valued at US$29.7bil in 2018 is expected to reach US$38.4bil by the end of 2025, growing at a compounded annual growth rate of 3.8% during 2019-2025. The global auto body parts market includes automotive sunroof, windshield wiper, door lock, exterior rear view mirror, door handle and roof-rack manufacturers.


probability
12332 posts

Posted by probability > May 2, 2020 2:52 PM | Report Abuse

The hard disk drive (HDD) component business, contribute 75% of its revenue.


probability
12332 posts

Posted by probability > May 2, 2020 5:17 PM | Report Abuse

Is Seagate Technology Resistant to the Coronavirus Crisis?

Apr 27, 2020

The pandemic is generating fresh tailwinds for Seagate’s HDD business.

https://www.fool.com/investing/2020/04/27/is-seagate-technology-resistant-to-the-coronavirus.aspx

Passing a cyclical trough
Seagate generated 93% of its revenue from traditional platter-based hard disk drives (HDDs) during the quarter. The remaining 7% came from flash-based solid-state drives (SSDs), enterprise data solutions, and other storage devices.

Seagate's strategy differs from that of its main rival Western Digital (NASDAQ:WDC), which diversified away from HDDs by acquiring SanDisk four years ago. Unlike WD, which pursued the higher-growth flash and SSD markets, Seagate focused on boosting the capacity of its cheaper HDDs for data center customers. Seagate's low-cost strategy shielded it from the declining flash memory prices that hurt WD over the past year, but that shift also reduced the price gap between pricier SSDs and cheaper HDDs.

Seagate pivoted away from the lower-capacity HDD market to avoid competing against SSDs, but sluggish demand for HDDs from data centers and PC manufacturers exacerbated its decline, resulting in five straight quarters of declining revenue. However, Seagate seemingly passed a cyclical trough in the second quarter, and its growth accelerated again in the third quarter:

Period

Q3 2019

Q4 2019

Q1 2020

Q2 2020

Q3 2020

Revenue Growth (YOY)

(17%)

(16%)

(14%)

(1%)

18%

Gross margin*

26.8%

27.1%

26.7%

28.7%

28%

YOY = YEAR-OVER-YEAR. SOURCE: COMPANY QUARTERLY REPORTS. *NON-GAAP.

The bulls likely believe Seagate's growth will remain positive for the rest of the year as the COVID-19 crisis sparks stronger demand for HDDs in the PC and data center markets. PC manufacturers are struggling to produce enough devices to meet the needs of stay-at-home workers, and data center customers need to quickly upgrade their storage capacities to deal with the elevate usage of cloud-based apps, storage services, and streaming media.


king36
768 posts

Posted by king36 > May 4, 2020 4:17 PM | Report Abuse

What about JCY?
Any comment?


veron4best
15 posts

Posted by veron4best > Jul 7, 2020 7:39 PM | Report Abuse

JCY revenue is much more depend on HDD unit sold.

https://www.forbes.com/sites/tomcoughlin/2020/05/29/hdd-market-history-and-projections/#69ffea916682

From this report, at the end, the dropped of HDD unit sold are the legacy one while the nearline is still on climb, once the revenue of nearline HDD is more than legacy. This is where JCY will make a turnaround. JCY also restructure their cost in which last two QR been profiting.

From forbes, projected plateau phase of HDD unit sold are Year 2021. We may foresee JCY will having a big turnaround next year.

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