Taipei, Thursday, October 23, 2014 22:32 (GMT+8)
mostly cloudy
Taipei
23°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$151 on the TSE on Wednesday, October 22, 2014.
    The company has reported consolidated revenues of NT$5,356 million for September 2014, representing a 4.8% increase on month and 46.8% increase on year.
    For the second quarter of 2014, the company totaled NT$13,083 million in consolidated revenues, up 23.5% sequentially and up 19.7% 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
    23-Oct 4,415 2,671 682,190,825 153.00 156.00 152.50 155.50+4.50+2.98% 155.50 155.00
    22-Oct 2,044 1,347 311,436,271 153.00 153.50 151.00 151.00+0.00+0.00% 151.50 151.00
    21-Oct 1,927 1,536 291,686,212 151.50 152.50 150.50 151.00-0.50-0.33% 151.00 150.50
    20-Oct 2,174 1,246 329,393,900 151.50 153.00 150.00 151.50+1.50+1.00% 151.50 151.00
    17-Oct 4,228 2,318 633,764,538 149.50 151.50 148.00 150.00+0.50+0.33% 150.00 149.50
    16-Oct 4,677 2,971 690,643,707 144.50 153.00 142.50 149.50+5.00+3.46% 150.00 149.50
    15-Oct 4,583 2,670 663,049,421 145.50 147.00 143.00 144.50+0.00+0.00% 144.50 144.00
    14-Oct 2,606 1,558 378,315,949 144.50 146.50 144.00 144.50+1.00+0.70% 145.00 144.50
    • Source: TSE, compiled by Digitimes
    Latest sales

    Novatek: Consolidated revenues, Sep 2013 - Sep 2014 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    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%

    Apr-14

    4,367

    16.2%

    21%

    14,960

    15.6%

    Mar-14

    3,760

    13.5%

    13.9%

    10,593

    13.4%

    Feb-14

    3,313

    (5.9%)

    21.2%

    6,833

    13.2%

    Jan-14

    3,520

    (0.5%)

    6.5%

    3,520

    6.5%

    Dec-13

    3,538

    (0.6%)

    6.6%

    41,450

    11.9%

    Nov-13

    3,558

    1.3%

    (1.9%)

    37,912

    12.5%

    Oct-13

    3,514

    (3.7%)

    (6.4%)

    34,354

    14.2%

    Sep-13

    3,648

    1.4%

    0.9%

    30,839

    17.1%

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2014

    Novatek: Consolidated revenues, 2Q13 - 2Q14 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    2Q-14

    13,083

    23.5%

    19.7%

    23,676

    16.8%

    1Q-14

    10,593

    (0.2%)

    13.4%

    10,593

    13.4%

    4Q-13

    10,610

    0.4%

    (0.8%)

    41,450

    11.9%

    3Q-13

    10,574

    (3.2%)

    3.3%

    30,839

    17.1%

    2Q-13

    10,928

    17%

    27.5%

    20,266

    25.9%

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2014

    Latest balance sheet and income statement

    Novatek: Consolidated balance sheet, 2Q13 - 2Q14 (NT$k)

    Item

    2Q-2014

    1Q-2014

    4Q-2013

    3Q-2013

    2Q-2013

    Current assets

    39,992,152

    36,807,801

    33,727,347

    33,421,842

    35,687,876

    Intangible assets

    2,047,716

    2,041,744

    2,063,112

    2,073,348

    2,025,422

    Non-current assets

    5,272,686

    5,249,056

    5,268,999

    5,345,298

    5,348,199

    Assets

    45,264,838

    42,056,857

    38,996,346

    38,767,140

    41,036,075

    Current liabilities

    20,947,014

    15,873,467

    14,135,414

    15,102,737

    18,642,358

    Non-current liabilities

    249,127

    245,668

    242,228

    261,492

    258,187

    Liabilities

    21,196,141

    16,119,135

    14,377,642

    15,364,229

    18,900,545

    Stockholders' equity

    24,068,697

    25,937,722

    24,618,704

    23,402,911

    22,135,530

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2014

    Novatek: Consolidated income statement, 2Q13 - 2Q14 (NT$k)

    Item

    2Q-2014

    1Q-2014

    4Q-2013

    3Q-2013

    2Q-2013

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Gross sales

    13,083,176

     

    10,593,171

     

    10,610,257

     

    10,573,578

     

    10,927,619

     

    Operating revenue

    13,083,176

    100%

    10,593,171

    100%

    10,610,257

    100%

    10,573,578

    100%

    10,927,619

    100%

    Gross profit (loss) from operations

    3,775,643

    28.9%

    2,970,830

    28%

    2,902,490

    27.4%

    2,957,277

    28%

    3,027,592

    27.7%

    Operating expenses

    1,820,460

    13.9%

    1,581,562

    14.9%

    1,564,001

    14.7%

    1,559,483

    14.7%

    1,533,142

    14%

    Operating income (loss)

    1,955,183

    14.9%

    1,389,268

    13.1%

    1,338,489

    12.6%

    1,397,794

    13.2%

    1,494,450

    13.7%

    Non-operating expenses and losses

    50,807

    0.4%

    55,141

    0.5%

    87,039

    0.8%

    63,998

    0.6%

    49,061

    0.4%

    Income from continuing operations before income tax

    2,005,990

    15.3%

    1,444,409

    13.6%

    1,425,528

    13.4%

    1,461,792

    13.8%

    1,543,511

    14.1%

    Net income (loss)

    1,767,290

    13.5%

    1,266,946

    12%

    1,190,924

    11.2%

    1,239,346

    11.7%

    1,253,352

    11.5%

    Diluted earnings per share (NT$)

    2.9

     

    2.1

     

    1.9

     

    2

     

    2

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, October 2014

Realtime news
  • Taiwan September manufacturing production index down on month, up on year, says MOEA

    Bits + chips | 47min ago

  • Taiflex Scientific, ThinFlex net NT$3.42, NT$1.85 EPS for January-September

    Before Going to Press | 1h 17min ago

  • Digitimes Research: Global LED supply in 2015 may be tight

    Before Going to Press | 2h 3min ago

  • Taiwan market: HTC maintains largest market share by sales volume in September

    Before Going to Press | 2h 5min ago

  • Supply chains still experiencing pressure to reduce panel pricing

    Before Going to Press | 2h 23min ago

  • Foxconn will not acquire TPK, says company

    Before Going to Press | 2h 27min ago

  • Taiwan makers still eyeing sales of Ultra HD TV panels, high-end IT displays

    Before Going to Press | 2h 46min ago

  • Himax Technologies sees booming orders for LCoS solutions

    Before Going to Press | 3h 1min ago

  • Innolux announces acquisition of assets from Hoya Microelectronics

    Before Going to Press | 3h 2min ago

  • Taiwan IC designers expect drops in 3Q14 gross margins

    Before Going to Press | 3h 9min ago

  • Taiwan makers 3-5 years ahead of China in LTPS technology, says AUO

    Before Going to Press | 3h 13min ago

  • Digitimes Research: Taiwan makers developing more technology for second-wave 802.11ac devices

    Before Going to Press | 3h 16min ago

  • Digitimes Research: OLED TV pricing to remain double Ultra HD TV pricing through 2016

    Before Going to Press | 3h 22min ago

  • Sony to launch 12-inch tablet in 1Q15, say Taiwan makers

    Before Going to Press | 3h 25min ago

  • Laibao reaches 80% yields on 5G line; OGS shipments reach 600,000 a month

    Before Going to Press | 3h 26min ago

  • Taiwan makers in China less interested in additional investment, says TEEMA

    Before Going to Press | 3h 32min ago

  • Intel Global Summit 2014 to focus on IoT, smart wearable devices, say Taiwan makers

    Before Going to Press | 3h 40min ago

Pause
 | 
View more

23-Oct-2014 markets closed

 LastChange

TAIEX (TSE)8748.83+94.19+1.09% 

TSE electronic344.29+4.28+1.26% 

GTSM (OTC)128.82+0.62+0.48% 

OTC electronic163.91+1.05+0.64% 

ADVANTEST CORPORATION
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.