According to Taiwan media reports, the niche storage company Jinghao Technology is optimistic about the camp performance in the second quarter. After the overall unfavorable factors are gone from January to February, the revenue in March is expected to have a more obvious recovery. The quarterly contract price is also expected to increase, and in March, the demand from customers has been recovered, and the second quarter will be the performance of both price and volume.
According to Jinghao Ke's product structure, DRAM (SDRAM/DDR1/DDR2/
DDR3) accounts for about 60%, Flash/MCP/eMCP/eMMC accounts for about 30%, and other non-storage products (power/moto driver/sensor, etc.) ) accounted for less than 10%.
As to whether the variables of the overall environment, such as the Russian-Ukrainian war and inflation factors, will be reflected in the terminal consumer market, and Jinghao Technology's products are more inclined to electronic products including Internet of Things equipment, Jinghao Technology believes that , the current overall news has not affected the needs of substantive customers, and the current customers are still relatively positive.
In terms of product distribution of Jinghao Technology, about 30% is the spot market and 70% is the contract market. Jinghao Technology believes that the spot market has already responded upwards in March. .
Jinghao Technology's revenue in the first two months of this year was 3.26 billion yuan (NTD), with an annual growth of nearly 6.5%. However, compared with January-February last year, the niche DRAM was just beginning to be out of stock, and customers were buying goods. In the same period of this year, the shipment volume of technology is much less than last year, but the revenue still maintains positive growth. It can be seen that the price has risen sharply, and this level can still be maintained. The future revenue trend looks upward.
