Winter in the semiconductor equipment industry requires fabs to warm
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At the same time, the results of the third quarter of Cadence Design Systems' EDA supplier Cadence DesignSystems were bright. The company said that its fourth-quarter results will grow again. However, Cadence's recent growth in semiconductor industry circles may be partly due to accounting calculation methods and licensing contracts. These factors usually make EDA industry performance more stable than other semiconductor companies and capital equipment suppliers.
KLA-Tencor ended the third quarter of 2011 with revenue of US$796 million as of September 30, down 11% from the previous quarter, but up 17% from the same period last year; however, according to Yahoo Finance, the companya€?s third-quarter results beat analysts The estimated $792 million is higher. Rich Wallace, president and chief executive of KLA-Tencor, said that due to the continued weakness of the global economy and the normal cycle of the semiconductor industry, allowing customers to reduce orders or delay production expansion plans, the company estimates that new orders for the quarter will be reduced compared to the previous quarter. 43%, the amount came to 486 million US dollars.
Wallace said that KLA has seen strong customer demand for 28-nanometer process equipment. Currently, chip makers are making related investments to overcome the node's yield challenges; KLA is also actively responding to the advances from many foundries. Process node equipment needs. Wallace said orders from foundries accounted for 57% of KLA's new orders in the third quarter. The company expects demand from foundries to continue into the fourth quarter, mainly for mass production in response to the 28nm process. .
KLA expects the company's fourth-quarter results will be reduced by 18 to 25% to 6 to 650 million U.S. dollars; however, orders for the quarter may grow by 25% to 45%. KLA also expects to resume revenue growth in the first quarter of 2012. KLAa€?s fourth-quarter earnings projections are in line with analyst estimates of $710 million; Wallace said that the company holds hope that memory suppliers will increase capacity investment in the short term: a€?We do see the memory industrya€?s Hope, but I haven't seen much action yet; at this juncture, companies talk about investing more than they do."
Christopher Muse, an analyst at Barclays Capital, a market research firm, said that he and his colleagues are surprised by the increase in capital expenditures of foundries; but he added that he is optimistic about 28-nanometer and 32-nanometer technology investment from foundries. Business opportunities will be a major highlight of the depressed period of the industry.
Another semiconductor equipment maker, Novellus, reported a new fiscal quarter results of US$306.7 million as of September 24, down 12% from the previous quarter and 17% from the same period last year. The companya€?s third-quarter order amount decreased to US$226.9 million, a 27% decline from the previous quarter; shipments for the quarter were US$301.6 million, a decrease of 16.1% from the second quarter. Richard Hill, chairman and CEO of Novellus, said that the turmoil in the global market has also affected the capital-intensive companies, but the company is still optimistic about the market's basic demand for technology products, and believes that this will allow the company to survive the recession.
Teradyne, the supplier of automated test equipment (ATE), posted third-quarter results of $344 million, a 30% decrease from the previous quarter and a 30% decrease from the same period last year. The companya€?s third-quarter orders amounted to 240 million U.S. dollars, including 196 million U.S. dollars from the semiconductor testing department and 44 million U.S. dollars from the system testing business.
Teradyne President and CEO Mike Bradley said: "This quarter, semiconductor test orders and related business revenue, as the industry trend weakened, but we still see the mobile device market from the power management chip, image sensor chip, mobile phone processor, etc. , relatively strong growth.a€? The company expects fourth-quarter performance will decline again, came to 2.7 to 300 million US dollars, this figure is roughly in line with analysts' estimates.
EDA supplier Cadence's third-quarter results were 292 million US dollars, up 23% from the same period last year, higher than the analyst's estimate of 285 million US dollars. However, the revenue recognized by Cadence and other EDA vendors is based on the contract period, not the sales during that period; therefore, the EDA vendor's revenue performance cycle is usually several months later than other semiconductor vendors.
Lip-BuTan, President and CEO of Cadence, said: a€?The hot design activities from multiple markets continue to drive the demand for our products and solutions.a€? The company expects the fourth quarter results will grow to 295 million to 305 million. For the 2011 full year, it is estimated that the total revenue will be between $1.135 billion and $1.145 billion.
Constant voltage design,24V/12V DC output,with the range of 20w to 350w. Specifically and perfectly work for LED strips. As a class II power unit, the LPV drivers are housedwith the UL 94V-0 rated flame retardant plastic enclosure. The IP67 design allows every model to fit the use at dry, damp and wet locations. There are two types of dimming driver ,such as triac driver,0-10V driver.All drivers have the features of short circuit protection,overload protection,over voltage protection.Three years warranty,UL,CE,TUV certificated.
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