Taipei, Monday, April 20, 2015 02:56 (GMT+8)
partly cloudy
Taipei
23°C
Digitimes Research: Taiwan IC backend production value to expand 5.9% in 2014 - related company info
Nobunaga Chai, DIGITIMES Research, Taipei [Friday 11 April 2014]
  • Advanced Semiconductor Engineering
  • Performance
    The company's stock price closed at NT$43.3 on the TSE on Thursday, April 16, 2015.
    The company has reported consolidated revenues of NT$22,325 million for March 2015, representing a 17.6% increase on month and 12.4% increase on year.
    For the fourth quarter of 2014, the company totaled NT$76,645 million in consolidated revenues, up 15% sequentially and up 19.5% on year.
    Brief

    Full name: Advanced Semiconductor Engineering

    Chinese name: 日月光半導體製造股份有限公司

    Short name: ASE

    Arconym: ASE

    Stock code: 2311

    Tax ID: 76027628

    Market: TSE

    Established: 23 Mar 1984

    Paid in capital: NT$78.24 billion

    Listed on TSE: 19 Jul 1989

    Website: www.aseglobal.com

  • On display
  • Latest stock
    ASE [2311] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    17-Apr 27,835 7,267 1,189,509,060 42.80 43.20 42.25 42.90-0.40-0.92% 42.90 42.85
    16-Apr 28,006 9,915 1,206,095,668 42.20 43.30 42.15 43.30+1.30+3.10% 43.30 43.25
    15-Apr 24,821 8,839 1,052,284,081 42.75 43.15 42.00 42.00-1.15-2.67% 42.05 42.00
    14-Apr 18,536 6,366 803,216,513 43.15 43.60 43.10 43.15-0.50-1.15% 43.20 43.15
    13-Apr 21,136 6,288 918,300,548 43.00 43.75 43.00 43.65+0.70+1.63% 43.65 43.50
    • Source: TSE, compiled by Digitimes
    Latest sales

    ASE: Consolidated revenues, Mar 2014 - Mar 2015 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Mar-15

    22,325

    17.6%

    12.4%

    64,662

    18.2%

    Feb-15

    18,982

    (18.7%)

    16.9%

    42,337

    21.5%

    Jan-15

    23,355

    (6.1%)

    25.6%

    23,355

    25.6%

    Dec-14

    24,873

    (1.5%)

    16.1%

    256,591

    16.7%

    Nov-14

    25,250

    (4.8%)

    14.9%

    231,719

    16.8%

    Oct-14

    26,522

    3.4%

    27.7%

    206,469

    17%

    Sep-14

    25,646

    22.5%

    25.8%

    179,947

    15.6%

    Aug-14

    20,934

    4.4%

    11.2%

    154,301

    14%

    Jul-14

    20,052

    2.9%

    14.4%

    133,367

    14.5%

    Jun-14

    19,487

    (3.1%)

    17.4%

    113,315

    14.5%

    May-14

    20,111

    5.8%

    15.3%

    93,828

    13.9%

    Apr-14

    19,017

    (4.3%)

    13.8%

    73,716

    13.6%

    Mar-14

    19,867

    22.3%

    15.9%

    54,700

    13.5%

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

    ASE: Consolidated revenues, 4Q13 - 4Q14 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    4Q-14

    76,645

    15%

    19.5%

    256,591

    16.7%

    3Q-14

    66,632

    13.7%

    17.4%

    179,947

    15.6%

    2Q-14

    58,615

    7.2%

    15.5%

    113,315

    14.5%

    1Q-14

    54,700

    (14.8%)

    13.5%

    54,700

    13.5%

    4Q-13

    64,164

    13.1%

    14.6%

    219,862

    13.4%

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

    Latest balance sheet and income statement

    ASE: Consolidated balance sheet, 4Q13 - 4Q14 (NT$k)

    Item

    4Q-2014

    3Q-2014

    2Q-2014

    1Q-2014

    4Q-2013

    Current assets

    159,955,190

    133,226,108

    128,407,527

    127,142,178

    132,176,482

    Intangible assets

    11,913,286

    11,880,276

    11,863,544

    11,946,446

    11,953,644

    Non-current assets

    174,016,270

    171,500,567

    159,192,204

    152,678,823

    154,637,424

    Assets

    333,971,460

    304,726,675

    287,599,731

    279,821,001

    286,813,906

    Current liabilities

    111,199,467

    107,149,703

    104,118,564

    88,177,682

    100,835,276

    Non-current liabilities

    64,335,902

    61,466,063

    56,604,925

    58,642,303

    58,813,671

    Liabilities

    175,535,369

    168,615,766

    160,723,489

    146,819,985

    159,648,947

    Stockholders' equity

    158,436,091

    136,110,909

    126,876,242

    133,001,016

    127,164,959

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

    ASE: Consolidated income statement, 4Q13 - 4Q14 (NT$k)

    Item

    4Q-2014

    3Q-2014

    2Q-2014

    1Q-2014

    4Q-2013

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Operating revenue

    76,644,715

     

    66,631,897

     

    58,615,249

     

    54,699,586

     

    64,164,402

     

    Gross profit (loss) from operations

    16,393,230

    21.4%

    14,197,564

    21.3%

    12,599,898

    21.5%

    10,349,064

    18.9%

    12,510,237

    19.5%

    Operating expenses

    6,575,737

    8.6%

    6,113,665

    9.2%

    5,999,711

    10.2%

    5,279,386

    9.7%

    5,570,425

    8.7%

    Operating income (loss)

    9,817,493

    12.8%

    8,083,899

    12.1%

    6,600,187

    11.3%

    5,069,678

    9.3%

    6,939,812

    10.8%

    Non-operating expenses and losses

    -268,085

    -0.3%

    505,883

    0.8%

    -549,095

    -0.9%

    -786,361

    -1.4%

    -1,147,917

    -1.8%

    Income from continuing operations before income tax

    9,549,408

    12.5%

    8,589,782

    12.9%

    6,051,092

    10.3%

    4,283,317

    7.8%

    5,791,895

    9%

    Net income (loss)

    8,079,977

    10.5%

    7,352,694

    11%

    5,232,937

    8.9%

    3,556,478

    6.5%

    5,341,670

    8.3%

    Diluted earnings per share (NT$)

    1

     

    0.9

     

    0.6

     

    0.4

     

    0.7

     

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

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN DISPLAY SYSTEM | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

High-brightness LED market trends and forecast, 2015
Wireless broadband developments in Southeast Asia markets
The transition to 4k TV - UHD TV market forecast, 2014-2017

17-Apr-2015 markets closed

 LastChange

TAIEX (TSE)9570.93-85.94-0.89% 

TSE electronic375.03-5.22-1.37% 

GTSM (OTC)144.63-1.25-0.86% 

OTC electronic188.79-2.03-1.06% 

  • 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.