SAS 2009 3Q RESULTS
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SAS 2009 3Q RESULTS
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Safe Harbor NoticeSafe Harbor NoticeAny statements set forth of forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements.
Potential risks and uncertainties include, but are not limited to, such factors as fluctuations in product demand, the introduction of new products, the Company's ability to maintain customer and vendor relationships, technological advancements, impact of competitive products and pricing, growth in targeted markets, risks of foreign operations, foreign exchange rates, and other information detailed from time to time.
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522756 1,027 1,039 1,176 1,417
1,6992,075
4,514
7,253
10,769
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
11,000
12,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
In NT$ Million
10 -Year Sales Revenue 10 -Year Sales Revenue TrendTrend
*Y2009, single digit growth expected
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2009 Monthly Revenue 2009 Monthly Revenue TrendTrend
1,038,922
1,016,775
993,736
957,496
854,132
894,275
885,467
757,923
828,396
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
2009/01 2009/02 2009/03 2009/04 2009/05 2009/06 2009/07 2009/08 2009/09
In NT$ Thousand
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Glance on SAS Q3Glance on SAS Q3
SolarSolar
Strong market demand.Full capacity utilization from Aug.40% capacity expansion by year end.(LTA) Poly cost pressure remained.
SemiconductorSemiconductor
Strong demand, 100% recovery and more.30% capacity expansion for 2010.Full capacity utilization in SAS group (SAS,SST,GTI)ASP flat or slightly up for some items.
SapphireSapphire
Soaring demand continued.Pricing up trend surfaced.Capacity expansion on going.Approaching 3” & 4” Niche market, mass production ramp up from 2010.
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Surging GTI Sales Surging GTI Sales RevenueRevenue In USD$1000
500
1,500
2,500
3,500
1 2 3 4 5 6 7 8 9
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08’~09’ Solar Product 08’~09’ Solar Product ExpansionExpansion
42
53
6270 70 70
85
100
3135
5460
55
65
75
88
0
20
40
60
80
100
120
1Q08 2Q08 3Q08 4Q08 1Q09 2Q09 3Q09 4Q09(E)
Capacity(end of quarter) Output
MWp
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Solar Capacity Expansion Solar Capacity Expansion RoadmapRoadmap
20 50120
280
400
0
200
400
600
800
1000
1200
1400
2005 2006 2007 2008 2009 2010 2011 2012
Unit : MW
20 50120
280
400
0
200
400
600
800
1000
1200
1400
2005 2006 2007 2008 2009 2010 2011 2012
Unit : MW
600~800
800~1000
1000~1200
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SAS 2009 Q4 PrioritiesSAS 2009 Q4 PrioritiesSpeed up the capacity expansion including all the products:
1.Solar : from 280MWp to 400MWp by the year end.
2.Sapphire: from 30K pcs/m to 100K pcs/m by the end of 2010 Q1
3.Semi:
a. GTI: Epi capacity expansion
b. SAS: Semi ingot, wafer growing expansion
c. SST: Semi ingot, wafer. expansion planning
A+ Wafer shipment to meet customers request.
Polysilicon strategy.
Develop US solar market.
To increase SAS global market share in automotive semi sector.
New product development for power management semi products.
To build supply connections with WW Sapphire Tier 1 customers.
Downstream partnership with WW system integrators.
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Thank YouThank You