Thaum lub Cuaj Hlis 15, Tebchaws Asmeskas lub sijhawm, AOI, lub ntiaj teb ua tus muab kev pabcuam kho qhov muag siv network rau Internet cov ntaub ntawv chaw, CATV broadband, kev sib txuas lus thiab FTTH kev lag luam, tshaj tawm tias nws tau mus txog qhov kev pom zoo nrog Yuhan Optoelectronics Technology los muag AOI Tuam Tshoj cov khoom tsim khoom tsim khoom. , suav nrog Kev Lag Luam Optical Transceiver thiab qee cov khoom muaj nqis ntawm ntau cov khoom siv kho qhov muag kho qhov muag rau hauv Internet data center thiab telecom FTTH kev lag luam raug muag ntawm tus nqi ntawm 150 lab US las.
Tshem tawm ntawm Suav lag luam? AOI Tshaj Tawm $ 150 lab Muag Khoom Muag Khoom Muag thiab Optical Transceiver Assets hauv Suav Teb
Lub tuam txhab cia siab tias qhov kev sib pauv yuav raug kaw hauv 2023, raws li kev cai kaw thiab kev tso cai pom zoo.
Dr. Thompson Lin, tus tsim, tus thawj tswj hwm thiab CEO ntawm AOI, tau hais tias: "Cov nyiaj tau los ntawm qhov kev lag luam no pab txhawb peb txoj kev nqis peev hauv kev lag luam siab thiab kev loj hlob siab. Nws yog qhov zoo tshaj plaws ntawm cov tuam txhab thiab cov tswv lag luam los tsom cov peev txheej ntawm CATV kev lag luam, muab cov lasers siab heev thiab cov khoom siv laser rau cov neeg siv khoom hauv cov ntaub ntawv chaw, CATV, kev sib txuas lus thiab FTTH kev lag luam. peb cov ntaub ntawv uas twb muaj lawm center lasers Kev lag luam nthuav dav muab ntau dua rau cov neeg siv khoom, thiab kev lag luam muaj peev xwm ua lag luam loj.
Dr. Stefan Murry, Chief Financial Officer thiab Chief Strategy Officer ntawm AOI, tau hais tias: "Qhov kev hloov pauv no yog ib feem ntawm peb txoj kev npaj ua kom muaj txiaj ntsig zoo, thiab peb npaj yuav siv feem ntau ntawm cov nyiaj tau los ntawm kev muag khoom vaj khoom tsev los nqis peev hauv kev nthuav peb txoj kev lag luam, tshwj xeeb tshaj yog. Nyob rau hauv peb cov CATV loj hlob sai, kev lag luam thiab qee cov khoom siv laser tshiab. Ntxiv rau cov khoom vaj khoom tsev, peb tos ntsoov rau kev koom tes tshiab nrog Yuhan Optoelectronics los ntawm kev cog lus tsim kev cog lus los tsim qee cov khoom lag luam CATV rau AOI, thiab txuas ntxiv muab cov ntaub ntawv ua lag luam. center optical transceiver manufacturing rau Yuhan Laser Cheebtsam. "
Txuas ntxiv kom nthuav dav, AOI tau ua haujlwm zoo hauv kev siv kev sib txuas lus kho qhov muag
AOI yog ib qho kev lag luam ua lag luam ntawm cov khoom siv fiber ntau optical network. Nws tsim thiab tsim ntau yam fiber ntau lasers, Cheebtsam thiab khoom siv. Nws muaj cov kab ntau lawm ntsug. Cov khoom lag luam npog laser chips kom ua tiav cov khoom siv. Feem ntau ntawm cov laser chips thiab optical Cheebtsam hauv cov khoom yog tus kheej tsim.
Nws muaj plaub qhov kev zoo tshaj plaws: kev tsim cov txheej txheem laser sib txawv, kev txhim kho laser tshuab, kho qhov muag hybrid integration technology thiab mix-signal tsim peev xwm. Ntawm lawv, cov txheej txheem MBE hauv laser chip manufacturing muaj qhov pom tseeb zoo thiab muaj teeb meem siab. AOI yog tib lub tuam txhab uas siv cov txheej txheem MBE los tsim kev sib txuas lus kho qhov muag laser chips.
AOI cov khoom lag luam feem ntau muab faib ua ob ntu: cov khoom siv kho qhov muag thiab cov khoom siv kho qhov muag, thiab cov khoom siv kho qhov muag yog cov khoom tseem ceeb. Ntawm lawv, optical modules suav nrog 1.25GWDM-PON series, 5GSFP series, 10GSFP ntxiv rau series, 40GQSFP ntxiv series thiab 100GQSFP28 series, uas tuaj yeem siv hauv FTTH, CATV, data center thiab telecom markets.
Raws li cov txheej txheem tseem ceeb ntawm chip manufacturing, AOI muaj nws tus kheej semiconductor ua Hoobkas, nruab nrog ib tug tshwj xeeb molecular beam epitaxy technology MBE (Molecular Beam Epitaxy), thiab cov nti manufacturing, ntim thiab kuaj kuj ua tiav nyob rau hauv tib lub Hoobkas cheeb tsam. Kev sib koom ua ke ntawm txoj kab ntsug ntau lawm ua rau AOI tswj txhua qhov txuas ntawm cov khoom tsim khoom, kom ntseeg tau cov khoom zoo, kev ua haujlwm siab, cov nqi qis, thiab teb sai sai rau cov kev xav tau.
Tau ntau xyoo, txoj kev loj hlob ntawm AOI nyob rau hauv daim ntawv thov kev sib txuas lus kho qhov muag tuaj yeem piav qhia tias tawg nyob txhua qhov chaw thiab ua tau zoo heev!
Kev cuam tshuam los ntawm Teb Chaws Asmeskas Txoj Cai, muaj teeb meem hauv cov khoom siv ntawm AOI optical module lag luam
Thaum Lub Yim Hli 4 xyoo no, AOI tshaj tawm nws cov txiaj ntsig nyiaj txiag rau lub quarter thib ob xaus rau lub Rau Hli 30, 2022. Raws li daim ntawv tshaj tawm nyiaj txiag, AOI cov nyiaj tau los muag hauv lub quarter thib ob yog US $ 52.3 lab, nqis 3.5 feem pua los ntawm US $ 54.2 lab nyob rau tib lub sijhawm. xyoo tas los, thiab nce me ntsis los ntawm US $ 52.2 lab hauv lub quarter dhau los.
Tshem tawm ntawm Suav lag luam? AOI Tshaj Tawm $ 150 lab Muag Khoom Muag Khoom Muag thiab Optical Transceiver Assets hauv Suav Teb
Rau lub quarter thib peb ntawm 2022, AOI tam sim no cia siab tias cov nyiaj tau los ntawm kev muag khoom yuav nyob rau hauv thaj tsam ntawm $ 57 lab txog $ 6 0 lab, tsis yog GAAP tag nrho cov paj tau los nyob rau hauv thaj tsam ntawm 16.5 feem pua rau 18.5 feem pua , thiab tsis-GAAP net poob yuav nyob rau hauv thaj tsam ntawm $ 7.6 lab Nyob nruab nrab ntawm $ 9.1 lab, tsis yog-GAAP net poob ib feem raws li kwv yees li 27.9 lab shares yuav nyob nruab nrab ntawm $ 0.27 thiab $ 0.32.
Dr. Thompson Lin, tus tsim, tus thawj tswj hwm thiab CEO ntawm AOI, tau hais tias: "Peb cov nyiaj tau los hauv lub quarter thib ob tau cuam tshuam tsis zoo los ntawm cov khoom lag luam cov teeb meem uas ua rau qeeb ntawm ntau qhov kev txiav txim los ntawm cov neeg siv khoom loj CATV. Txij thaum ntawd los, peb tau ua tiav thiab xa tag nrho cov kev txiav txim no, txawm tias qeeb me ntsis, tau lees paub tias peb yuav tsim cov nyiaj tau los hauv peb lub hlis twg. Txawm hais tias muaj kev sib tw ntawm cov saw hlau, peb tau txais kev txhawb nqa los ntawm kev xav tau txuas ntxiv hauv kev lag luam CATV thiab txhim kho cov xwm txheej hauv kev lag luam hauv xov tooj. Peb txuas ntxiv mus pom 400G. muab cov neeg siv khoom zoo traction thiab ze li ntawm $ 5 lab nyob rau hauv kev txiav txim. Peb cia siab tias 400G cov nyiaj tau los pib nce siab nyob rau hauv ib nrab ntawm lub xyoo raws li kev tsim khoom nce ntxiv. "
Cov teeb meem kev xa khoom ntawm AOI hauv Suav teb muaj ntau yam ua nrog US Chip Act. Txoj Cai US Chip Act ostensibly txwv Tuam Tshoj txoj kev nkag mus rau cov thev naus laus zis siab, tab sis qhov tseem ceeb hloov pauv cov peev txheej tsim khoom ntawm cov tuam txhab txawv teb chaws hauv Suav teb thiab tseem muaj peev xwm tsim khoom lag luam siab. mus rau Tebchaws Meskas. Nikkei tau tawm tswv yim tias qhov kawg ntawm Teb Chaws Asmeskas daim nqi hluav taws xob yuam cov tuam txhab xaiv ntawm Tuam Tshoj thiab Tebchaws Meskas.
