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[转贴] [KESM INDUSTRIES BHD,继续增加生产效率] - James的股票投资James Share Investing

James Ng
Publish date: Thu, 05 Apr 2018, 06:31 PM

[KESM INDUSTRIES BHD,继续增加生产效率]

这一季,净利从RM1000万增到RM1100万,YoY+12%。QoQ,营收从RM9070万增到RM9150万,QoQ+0.8%。YoY,营收增加了RM840万或10%,从RM8310万,主要是burn-in and testing services的更高需求。1HFY18,营收增加RM1900万或12%,从RM1.6亿增到RM1.8亿,是burn-in and testing services的更高需求。

为了处理高数量的汽车器材,必须保持最高和稳定质量的半导体。为了应付需求,KESM科技开发了几个工具来追踪大量即时的质量资料,然后让这些资料能随时在世界某个地方拿到。他们也开发了智慧即时的Overall Equipment Effectiveness (OEE)检控系统,通过分析资料来优化所有测试机器。

前景:
2018年世界半导体的营收预计会增加7.5%,到USD4510亿。全球经济成长预计会从2017的3.7%增加到3.9%。近来扩大了产能,KESM科技会继续增加生产效率。

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James Ng

For this quarter, 'profit net of tax' increased from RM10m to RM11m, YoY+12%. QoQ, revenue increased from RM90.7m to RM91.5m, QoQ+0.8%. YoY, revenue increased by RM8.4m or 10%, from RM83.1m, mainly due to higher demand for burn-in and testing services. 1HFY18, revenue increased by RM19m or 12%, from RM163.2m to RM182.2m, as a result of higher demand for burn-in and testing services.

To process high volume automotive devices, the highest and consistency in quality of semiconductors have to be maintained. To meet these high standards, KESM developed several tools to track the extensive quality data collected in real-time and made these information readily accessible at any time and from anywhere in the world. Also, they have developed an intelligent real-time based Overall Equipment Effectiveness (OEE) monitoring system a powerful tool to optimize the throughput of all the testers by analysing the data.

Prospects:
In 2018, the world-wide semiconductor revenue is projected to grow at 7.5%, to USD451b. The global economy growth is estimated to improve to 3.9% from 3.7% in 2017. The Group will improve production efficiencies in light of recent capacity expansion.

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James Ng

 

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