ASM's orders in the fourth quarter fell sharply, LED equipment became a new growth driver this year

Li Weiguang, chief executive of ASM Pacific, one of the world's largest manufacturers of semiconductor and LED packaging equipment, said at the recent performance meeting that the company completed the acquisition of SEAS in January this year, and believes that this year will bring profits to the company. Li Weiguang emphasized that SEAS targets this year. In order to expand the Asian market share and promote the supply of the middle and low-end market, and said that in the next one to two years, unless there are particularly attractive projects, the new acquisition will not be considered for the time being and will only focus on the project at hand.

As for this year's orders, the number of new orders has fallen sharply in the fourth quarter. Li Weiguang explained that according to the quarterly nature of the industry, the fourth quarter of the fourth quarter will show a decline in the second quarter and third quarter; In a few years, it has been at a high level and exceeded the company's expectations. He did not disclose the number of orders in the first quarter of this year, but it is estimated to be more than the fourth quarter of last year.

Regarding market trends, he said that the semiconductor market has slowed down this year, but consumers have a strong demand for the market, so he said that it will still maintain its development momentum. Although LED products show a relationship of oversupply in the short term, this year also needs time to digest inventory, but the prospects are unlimited, especially in the Chinese market, LED lighting equipment will be the company's new growth engine.

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