대만 낸드업체 2021년2분기도 낙관적 전망

2021.05.11

Phison optimistic about 2Q21 (digitimes.com)

 

Phison optimistic about 2Q21

대만 낸드업체 파이슨은 2분기도 낙관적 전망.

요약: 대만의 낸드 콘트롤러와 SSD 제조업체인 파이슨 전자는 2분기 매출이 1분기대비 2자리수 성장할 것으로 전망.

가상화폐 채굴 수요로 대용량 SSD 수요가 증가하므로 3분기에는 낸드 가격이 10% 인상될 것으로 예상.

 

NAND flash device controller and module supplier Phison Electronics has reported better-than-expected profits for the first quarter of 2021, and is optimistic about its operations in the second quarter.

 

Phison posted net profits of NT$1.69 billion (US$60.6 million), or NT$8.56 per share, in the first quarter of 2021 - the highest for the same quarter on record. The company generated revenue of NT$12.89 billion during the quarter, with a 29.5% gross margin.

파이슨 전자의 1분기 순이익은 예상보다 좋은 60.6백만달러로 1분기 실적으로는 사상 최대 실적을 달성.

매출은 128.9억 대만달러(한화 약 5156억원)이고 매출총이익은 29.5%이다.

 

Phison is poised to enjoy revenue and gross margin increases in the second quarter, said company chairman KS Pua, adding that the company will continue optimizing its product mix instead of raising its quotes for profitability.

파이슨전자 푸아 회장은 2분기에는 매출과 이익이 더 증가할 것으로 예상했다.

 

Phison has been diversifying its target markets over the past five years, Pua indicated. Revenue generated from consumer-related device applications has dropped as a proportion of company revenue to 30%.

파이슨은 지난 5년간 매출처를 다변화하여 소비자 관련 매출은 전체 매출에서 30% 비중으로 감소하였다.

 

Nevertheless, Pua continued, system vendors may start adjusting their inventory levels at the end of the second quarter. On the supply side, tight mature-node capacity at foundries will continue to constrain the global supply of memory device controllers which will persist through 2022-2023, according to Pua.

푸아 회장은 파운드리 공장의 생산 역량 부족으로 메모리 컨트롤러 공급 부족은 2022~2023년까지 지속될 것으로 예상했다.

 

Commenting on a recent pick-up in high-density SSD demand for cryptocurrency mining, Pua said that NAND flash memory vendors will raise their chip quotes by about 10% in the third quarter as their supplies become tight driven by a ramp-up in cryptomining demand.

가상화폐 채굴 수요로 고용량 SSD 수요가 증가하고 있는데, 낸드 제조사들은 3분기에 10% 정도 인상 가격 인상할 것으로 예상.

 

Pua also disclosed that Phison held NT$14 billion worth of inventory as of end-April, compared with NT$13.1 billion a month earlier. The inventory build-up is for memory device controllers and other related components.

In addition, Phison has started shipping PCIe Gen4 SSD controllers to ODM customers since the second quarter, with the shipments set to grow further in the second half of this year, Pua said.