Yatai held an online Fa seminar today.

(Extracted from the screen of the online seminar)

[Reporter Ou Yuxiang/Taipei Report] Yatai Imaging (4974), a subsidiary of the optical factory and a major manufacturer of image sensing (CIS) modules, held an online seminar today.

Wu Shupin, general manager of Yatai, said that Yatai's 2022 annual revenue and profit will hit new highs, and its earnings per share (EPS) will also reach a new high of 7.98 yuan. Business machine brand customers are expected to continue to destock in the first quarter of this year. Operations will pick up in the second and third quarters, and Yatai's revenue will also increase quarter by quarter. The peak season in the second half of the year is expected to achieve good results.

Wu Shupin said that although inflation, war and other factors are still disrupting this year, brand customers have conservative views, but Asia-Pacific continues to expand the application range of image sensors, and also develops niche industrial testing products, which can be applied to solar panels, textiles, fabrics, In fields such as automotive electronic copper foil substrates, we continue to verify with customers, and our future contributions are highly promising.

Looking forward to the future, in addition to continuing to develop the application range of image sensors and high-margin niche products, we will also make full use of the advantages of the two factories in Shenzhen and Myanmar to meet the production needs of customers.

Please read on...

Currently, Yatai’s image sensing products account for 92% of its revenue, while niche products such as sweeping robots and image recognition account for 8%.

Wu Shupin said that image sensing is an oligopoly market, and Asia-Pacific continues to strive to increase customer penetration and market share. Currently, 4 of the world's top 5 multifunctional business machine brands are customers of Yatai, and American customers account for the proportion of revenue. About 40%, and the other two Japanese customers accounted for about 30% and 10% respectively.

Asia-Pacific's monthly revenue was 227 million yuan, a monthly decrease of 48.8% and an annual decrease of 12.9%.

Wu Shupin explained that due to the Lunar New Year, the number of working days in Taiwan and China's Shenzhen factories has decreased. It is expected that the revenue in February and March is expected to rise month by month.

Yatai's annual revenue in 2022 will be 4.293 billion yuan, an annual increase of 2%, and its after-tax net profit will be 578 million yuan, an annual increase of 36%.

The gross profit margin was 17.76%, an annual increase of 0.87 percentage points.

Among them, the after-tax net profit mainly comes from foreign exchange gains, new production capacity openings, etc.

In the fourth quarter of last year, the revenue was 1.157 billion yuan, an annual increase of 26%, the net profit after tax was 114 million yuan, an annual increase of 32%, and the single-quarter earnings per share were 1.57 yuan.

Grasp the pulse of the economy with one hand I subscribe to Free Finance Youtube channel

Already added friends, thank you

Welcome to 【Free Finance】

feel good

Already liked it, thank you.

related news