Taipei, Saturday, May 25, 2013 16:34 (GMT+8)
partly cloudy
Taipei
31°C
DRAM contract prices show solid gain in 1H March, says DRAMeXchange - related company info
Jessie Shen, DIGITIMES, Taipei [Tuesday 19 March 2013]
  • Inotera Memories
  • Brief

    Full name: Inotera Memories

    Chinese name: 華亞科技股份有限公司

    Short name: Inotera

    Stock code: 3474

    Tax ID: 80353271

    Market: TSE

    Established: 23 Jan 2003

    Paid in capital: NT$54.05 billion

    Listed on TSE: 17 Mar 2006

    Listed on ESB: 15 Apr 2005

    Public since: 7 Oct 2004

    Website: www.inotera.com

  • Financial performance
    Inotera [3474] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    24-May 5,561 989 56,979,550 10.50 10.55 10.00 10.25+0.10+0.99% 10.30 10.25
    23-May 7,008 1,333 71,163,748 10.20 10.40 10.00 10.15+0.10+1.00% 10.20 10.15
    22-May 7,026 935 72,333,852 10.45 10.55 10.00 10.05-0.55-5.19% 10.15 10.05
    21-May 4,951 754 52,345,962 10.50 10.70 10.40 10.60+0.00+0.00% 10.65 10.60
    20-May 4,293 557 46,136,303 10.70 11.00 10.50 10.60+0.00+0.00% 10.60 10.55
    17-May 6,296 1,122 67,153,937 10.60 10.80 10.50 10.60+0.10+0.95% 10.60 10.55
    16-May 9,518 1,581 100,034,799 10.75 10.90 10.30 10.50-0.50-4.55% 10.50 10.45
    • Source: TSE, compiled by Digitimes

    Inotera: Consolidated revenues, Apr 2012 - Apr 2013 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Apr-13

    3,445

    0.1%

    14.8%

    12,077

    10.6%

    Mar-13

    3,443

    36%

    36.7%

    8,632

    8.9%

    Feb-13

    2,533

    (4.7%)

    (2.2%)

    5,189

    (4%)

    Jan-13

    2,656

     

    (5.7%)

    2,656

    (5.7%)

    Apr-12

    3,000

    19.1%

     

    10,925

     

    Mar-12

    2,519

    (2.7%)

     

    7,925

     

    Feb-12

    2,590

    (8.1%)

     

    5,406

     

    Jan-12

    2,816

     

     

    2,816

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, May 2013

    Inotera: Non-consolidated revenues, Dec 2011 - Dec 2012 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Dec-12

    3,182

    7.1%

    13.3%

    35,296

    (5.6%)

    Nov-12

    2,971

    0.4%

    2.5%

    32,114

    (7.1%)

    Oct-12

    2,959

    5.7%

    (1.1%)

    29,143

    (8%)

    Sep-12

    2,799

    (2.1%)

    (2.9%)

    26,184

    (8.7%)

    Aug-12

    2,859

    (5.8%)

    (7.3%)

    23,385

    (9.4%)

    Jul-12

    3,036

    (7.2%)

    2%

    20,525

    (9.7%)

    Jun-12

    3,272

    (0.6%)

    (0.5%)

    17,489

    (11.4%)

    May-12

    3,292

    9.7%

    (10.3%)

    14,217

    (13.6%)

    Apr-12

    3,000

    19.1%

    (6.2%)

    10,925

    (14.6%)

    Mar-12

    2,519

    (2.7%)

    (30.6%)

    7,925

    (17.3%)

    Feb-12

    2,590

    (8.1%)

    (5.3%)

    5,406

    (9.3%)

    Jan-12

    2,816

    0.3%

    (12.6%)

    2,816

    (12.6%)

    Dec-11

    2,809

    (3.1%)

    (9.9%)

    37,385

    (9.8%)

    *Figures are not consolidated
    Source: TSE, compiled by Digitimes, May 2013

    Inotera: Consolidated revenues, 1Q12 - 1Q13 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    1Q-13

    8,632

     

    (0%)

    8,632

    (0%)

    1Q-12

    8,632

     

     

    8,632

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, May 2013

    Inotera: Non-consolidated revenues, 4Q11 - 4Q12 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    4Q-12

    9,112

    4.8%

    4.8%

    35,296

    (5.6%)

    3Q-12

    8,694

    (9.1%)

    (2.8%)

    26,184

    (8.7%)

    2Q-12

    9,564

    20.7%

    (5.8%)

    17,489

    (11.4%)

    1Q-12

    7,925

    (8.9%)

    (17.3%)

    7,925

    (17.3%)

    4Q-11

    8,698

    (2.8%)

    (0.2%)

    37,385

    (9.8%)

    *Figures are not consolidated
    Source: TSE, compiled by Digitimes, May 2013

    Inotera: Non-consolidated balance sheet, 4Q11 - 4Q12 (NT$k)

    Item

    4Q-2012

    3Q-2012

    2Q-2012

    1Q-2012

    4Q-2011

    Current assets

    12,711,207

    14,959,813

    15,894,768

    8,328,987

    18,458,625

    Intangible assets

    0

    0

    0

    0

    0

    Other assets

    2,327,518

    2,333,270

    2,335,979

    2,341,098

    Assets

    89,804,424

    98,277,417

    105,341,255

    103,889,669

    120,989,390

    Current liabilities

    50,552,378

    48,616,282

    51,256,647

    41,794,338

    59,414,171

    Other liabilities

    2,843

    5,508

    7,508

    9,097

    11,044

    Liabilities

    67,840,341

    72,617,940

    75,303,372

    70,881,438

    88,543,670

    Stockholders' equity

    21,964,083

    25,659,477

    30,037,883

    33,008,231

    32,445,720

    *Figures are not consolidated
    Source: TSE, compiled by Digitimes, May 2013

    Inotera: Consolidated income statement, 1Q12 - 1Q13 (NT$k)

    Item

    1Q-2013

    4Q-2012

    3Q-2012

    2Q-2012

    1Q-2012

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Operating revenue

    8,632,460

     

     

     

     

     

     

     

    8,632,460

     

    Gross profit (loss) from operations

    -269,322

     

     

     

     

     

     

     

    -269,322

     

    Operating expenses

    130,019

     

     

     

     

     

     

     

    130,019

     

    Operating income (loss)

    -399,341

     

     

     

     

     

     

     

    -399,341

     

    Income from continuing operations before income tax

    -613,495

     

     

     

     

     

     

     

    -613,495

     

    Net income (loss)

    -613,495

     

     

     

     

     

     

     

    -613,495

     

    Fully-diluted earnings per share (NT$)

    -0.1

     

     

     

     

     

     

     

    -0.1

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, May 2013

    Inotera: Non-consolidated income statement, 4Q11 - 4Q12 (NT$k)

    Item

    4Q-2012

    3Q-2012

    2Q-2012

    1Q-2012

    4Q-2011

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Gross sales

    9,145,396

     

    8,694,378

     

    9,578,752

     

    7,939,337

     

    8,701,470

     

    Operating revenue

    9,112,470

    99.6%

    8,694,378

    100%

    9,564,479

    99.9%

    7,924,660

    99.8%

    8,698,059

    100%

    Gross profit (loss) from operations

    -3,342,650

    -36.6%

    -3,877,081

    -44.6%

    -2,624,797

    -27.4%

    -3,705,923

    -46.7%

    -5,259,684

    -60.4%

    Operating expenses

    150,376

    1.6%

    185,992

    2.1%

    172,293

    1.8%

    280,016

    3.5%

    435,539

    5%

    Operating income (loss)

    -3,493,026

    -38.2%

    -4,063,073

    -46.7%

    -2,797,090

    -29.2%

    -3,985,939

    -50.2%

    -5,695,223

    -65.5%

    Non-operating revenues and gains

    112,938

    1.2%

    77,348

    0.9%

    171,857

    1.8%

    45,377

    0.6%

    99,088

    1.1%

    Income from continuing operations before income tax

    -3,720,168

    -40.7%

    -4,389,648

    -50.5%

    -2,976,622

    -31.1%

    -4,452,098

    -56.1%

    -6,027,796

    -69.3%

    Net income (loss)

    -3,720,168

    -40.7%

    -4,389,648

    -50.5%

    -2,976,622

    -31.1%

    -4,452,098

    -56.1%

    -6,027,796

    -69.3%

    *Figures are not consolidated
    Source: TSE, compiled by Digitimes, May 2013

  • Inotera Memories full profile

24-May-2013 markets closed

 LastChange

TAIEX (TSE)8209.78-28.05-0.34% 

TSE electronic310.89-0.43-0.14% 

GTSM (OTC)118.64-0.71-0.59% 

OTC electronic143.77-0.29-0.2% 

Smartphone industry and market, 2013 forecast
Trends in China LED chip and packaging sector
  • Samsung reportedly to outsource more chips

    Samsung Electronics reportedly is looking to expand the purchase of memory products, including mobile DRAM chips and eMMC NAND devices, from outside.

  • Micron reaches deal to acquire Elpida

    Micron Technology and Elpida Memory's trustees have reached an agreement for Micron to acquire Elpida. Micron also announced a separate agreement with...

  • Taiwan DRAM firms mull fab sales

    Taiwan-based DRAM chipmakers including Powerchip Technology and ProMOS Technologies are considering selling fabs in order to preserve cash and strengthen...

  • Samsung foundry biz expanding

    Specializing in the manufacture of memory chips and LCD panels, Samsung's component operations are undergoing a focus shift to advanced process design...

  • Trends and shipment forecast for 2H 2012 tablet market

    Digitimes Research remains conservative about the prospects for the period, with half-year shipments projected to reach 49.18 million units and whole-year shipments being revised downward to 88.69 million units.

  • Trends in the China video market

    In addition to strong potential video content demand in China, the market has developed rapidly due to government intervention and delays in establishing copyright protections.

  • 4Q12 trends in the Greater China touch panel industry

    In the second half of 2012, the market focus is on the iPhone 5, which uses in-cell touch screen technology. Due to the integration of display panels and touch panel functions, the high technological threshold will mean Taiwan touch panel makers are unable to enter the iPhone supply chain.