Taipei, Saturday, July 4, 2015 06:55 (GMT+8)
mostly cloudy
Taipei
28°C
Taiwan IC suppliers to land more customized orders from China-based smartphone, tablet vendors - related company info
Cage Chao, Taipei; Steve Shen, DIGITIMES [Tuesday 21 January 2014]
  • Novatek Microelectronics
  • Performance
    The company's stock price closed at NT$150 on the TSE on Thursday, July 2, 2015.
    The company has reported consolidated revenues of NT$4,011 million for May 2015, representing a 5.7% drop on month and 10.8% drop on year.
    For the first quarter of 2015, the company totaled NT$12,698 million in consolidated revenues, down 16% sequentially and up 19.9% on year.
    Brief

    Full name: Novatek Microelectronics

    Chinese name: 聯詠科技股份有限公司

    Short name: Novatek

    Stock code: 3034

    Tax ID: 84149955

    Market: TSE

    Established: 28 May 1997

    Paid in capital: NT$6.09 billion

    Listed on TSE: 26 Aug 2002

    Listed on OTC: 24 Apr 2001

    Website: www.novatek.com.tw

  • Latest stock
    Novatek [3034] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    3-Jul 1,612 1,040 242,362,868 149.50 151.50 149.00 150.50+0.50+0.33% 151.00 150.50
    2-Jul 1,649 1,166 248,733,504 151.00 152.00 150.00 150.00-1.00-0.66% 150.50 150.00
    1-Jul 2,827 2,003 427,922,316 150.00 152.50 149.50 151.00+2.00+1.34% 151.50 151.00
    30-Jun 2,307 1,630 345,714,050 149.00 151.00 148.00 149.00+1.00+0.68% 149.50 149.00
    29-Jun 2,373 1,713 353,543,636 150.00 150.50 148.00 148.00-4.00-2.63% 148.50 148.00
    26-Jun 1,166 833 177,599,696 152.00 153.00 152.00 152.00+0.50+0.33% 152.50 152.00
    25-Jun 2,383 1,660 363,240,774 152.00 154.00 151.00 151.50+0.50+0.33% 151.50 151.00
    • Source: TSE, compiled by Digitimes
    Latest sales

    Novatek: Consolidated revenues, May 2014 - May 2015 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    May-15

    4,011

    (5.7%)

    (10.8%)

    20,964

    7.8%

    Apr-15

    4,255

    0.1%

    (2.6%)

    16,953

    13.3%

    Mar-15

    4,251

    11.2%

    13.1%

    12,698

    19.9%

    Feb-15

    3,823

    (17.3%)

    15.4%

    8,447

    23.6%

    Jan-15

    4,625

    (0.5%)

    31.4%

    4,625

    31.4%

    Dec-14

    4,648

    (7.8%)

    31.4%

    54,067

    30.4%

    Nov-14

    5,042

    (7%)

    41.7%

    49,419

    30.4%

    Oct-14

    5,419

    1.2%

    54.2%

    44,377

    29.2%

    Sep-14

    5,356

    4.8%

    46.8%

    38,958

    26.3%

    Aug-14

    5,112

    6.2%

    42.1%

    33,602

    23.6%

    Jul-14

    4,814

    14.1%

    44.6%

    28,490

    20.8%

    Jun-14

    4,220

    (6.1%)

    20.7%

    23,676

    16.8%

    May-14

    4,496

    3%

    17.6%

    19,456

    16%

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

    Novatek: Consolidated revenues, 1Q14 - 1Q15 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    1Q-15

    12,698

    (16%)

    19.9%

    12,698

    19.9%

    4Q-14

    15,109

    (1.1%)

    42.4%

    54,067

    30.4%

    3Q-14

    15,282

    16.8%

    44.5%

    38,958

    26.3%

    2Q-14

    13,083

    23.5%

    19.7%

    23,676

    16.8%

    1Q-14

    10,593

    (0.2%)

    13.4%

    10,593

    13.4%

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

    Latest balance sheet and income statement

    Novatek: Consolidated balance sheet, 1Q14 - 1Q15 (NT$k)

    Item

    1Q-2015

    4Q-2014

    3Q-2014

    2Q-2014

    1Q-2014

    Current assets

    41,201,142

    40,665,838

    40,735,944

    39,992,152

    36,807,801

    Intangible assets

    2,249,256

    2,145,826

    2,043,509

    2,047,716

    2,041,744

    Non-current assets

    5,466,022

    5,265,492

    5,237,010

    5,272,686

    5,249,056

    Assets

    46,667,164

    45,931,330

    45,972,954

    45,264,838

    42,056,857

    Current liabilities

    16,388,359

    17,435,461

    19,559,561

    20,947,014

    15,873,467

    Non-current liabilities

    271,930

    268,618

    252,626

    249,127

    245,668

    Liabilities

    16,660,289

    17,704,079

    19,812,187

    21,196,141

    16,119,135

    Stockholders' equity

    30,006,875

    28,227,251

    26,160,767

    24,068,697

    25,937,722

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

    Novatek: Consolidated income statement, 1Q14 - 1Q15 (NT$k)

    Item

    1Q-2015

    4Q-2014

    3Q-2014

    2Q-2014

    1Q-2014

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Gross sales

    12,697,879

     

    15,108,981

     

    15,281,654

     

    13,083,176

     

    10,593,171

     

    Operating revenue

    12,697,879

    100%

    15,108,981

    100%

    15,281,654

    100%

    13,083,176

    100%

    10,593,171

    100%

    Gross profit (loss) from operations

    3,697,750

    29.1%

    4,307,413

    28.5%

    4,334,829

    28.4%

    3,775,643

    28.9%

    2,970,830

    28%

    Operating expenses

    1,780,265

    14%

    2,046,231

    13.5%

    2,033,351

    13.3%

    1,820,460

    13.9%

    1,581,562

    14.9%

    Operating income (loss)

    1,917,485

    15.1%

    2,261,182

    15%

    2,301,478

    15.1%

    1,955,183

    14.9%

    1,389,268

    13.1%

    Non-operating expenses and losses

    17,792

    0.1%

    156,433

    1%

    107,985

    0.7%

    50,807

    0.4%

    55,141

    0.5%

    Income from continuing operations before income tax

    1,935,277

    15.2%

    2,417,615

    16%

    2,409,463

    15.8%

    2,005,990

    15.3%

    1,444,409

    13.6%

    Net income (loss)

    1,699,681

    13.4%

    2,087,379

    13.8%

    2,087,768

    13.7%

    1,767,290

    13.5%

    1,266,946

    12%

    Diluted earnings per share (NT$)

    2.8

     

    3.4

     

    3.4

     

    2.9

     

    2.1

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2015

3-Jul-2015 markets closed

 LastChange

TAIEX (TSE)9379.24+4.01+0.04% 

TSE electronic366.8-0.08-0.02% 

GTSM (OTC)137.56+0.06+0.04% 

OTC electronic182.84-0.17-0.09% 

High-brightness LED market trends and forecast, 2015
2015 China smartphone panel trend forecast
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.