2QFY12/10. Management expects 2Q revenue to increase by 5-8% qoq (vs. 3-5% qoq in 1Q10) driven mainly by strong demand for analog, RF and mixed signal devices as well as resilient demand for its legacy packages i.e. SOIC, PDIP, and MSOP. We have forecast 20% and 30% qoq revenue growth for Unisem Chengdu and UAT respectively. We highlight that capacity utilisation rates in 2Q10 in Chengdu, Batam, and Ipoh is expected to be 95%, 75%, and 75% respectively (vs. 90%, 70%, and 70% in 1Q10 respectively) on the back of stronger-than-expected chips demand stemming from stronger PCs and smartphone sales.
Unisem Berhad : High On Growth - 7/5/2010
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