“Hon Hai Research Institute revelation” Seven highlights of gross profit margin improvement and optimism about ICT ownership at once | Anue Juheng-Taiwan Stock News



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The Hon Hai Research Institute held an opening ceremony today (4), chaired by Liu Yangwei, President of Hon Hai (2317-TW) and dean of the Hon Hai Research Institute. Founder Guo Taiming emphasized that Taiwan needs more sacred mountains to protect the country. Hope Hon Hai Group can at least see TSMC Flyer; Furthermore, Liu Yangwei also announced that from Hon Hai manufacturing to Hon Hai technology, technological development will be the key to increase the gross profit margin to 10%. The following are the seven highlights of the Hon Hai Research Institute today.

1. Li Weibin, Buddha Staff of Hon Hai Research Institute, serves as Executive Director

Hon Hai Research Institute officially opens today and staff will be released. The executive director of the research institute will be Dr. Weibin Li and, at the same time, the director of the Institute for Information Security. The director of the Institute for Quantum Computing will be Dr. Mingxiu Xie, and the director of the Institute of Artificial Intelligence will be Dr. Yonghui Li. In the future, the Hon Hai Research Institute will use the Hon Hai Neihu building as the main research and development field.

2. Guo Taiming: Hon Hai should at least be able to see the TSMC flyer

Guo Taiming said that Taiwan cannot have only one TSMC (2330-TW), and there should be a few more sacred mountains to protect the country. “You don’t have to catch up with TSMC, at least you can see the TSMC flyer.” He pointed out that Liu Yangwei is an all-encompassing scientific and technological person. From semiconductors to software, Hon Hai is no longer engaged in manufacturing, but in developing next-generation assemblies, including applications such as autonomous driving and cloud computing. The founder creates a notch and the president can bring in the army.

3. Liu Yangwei: Technological development is the key to increasing gross profit margin to 10%

The Hon Hai Group is striving for transformation. Liu Yangwei said that Hon Hai’s gross profit margin has a great relationship with the research institute. If you only rely on saving labor and materials, the gross profit margin cannot reach 10%, but if you have the technology, the product value and the gross profit margin that others do not have. It will improve and emphasized that the research institute should not be affected by the market, should focus on technology and make R&D more efficient so that the group’s business group can focus on product development.

Four, electric vehicles have the biggest advantage

Hon Hai MIH electric vehicle open platform launched. Liu Yangwei said that electric vehicles are now a trend and that competition comes from three forces: traditional car manufacturers, network innovations and the information and communications industry. However, the advantages of the information and communications industry are expected to be the greatest. Over the past 30 years, the ICT industry has not only had a very well vertically integrated supply chain, from computers, mobile phones to servers, but also accumulated manpower and engineering capabilities. At present, mobile phones are entering the growth plateau period. Open new industries and solve the problem of car manufacturing through the platform.

Liu Yangwei pointed out that although the traditional auto industry knows cars best, the supply chain is relatively unique and closed. When the epidemic broke out, the traditional auto industry was hit the hardest because the supply chain was relatively weak. As for Internet innovators, Liu Yangwei analyzed that they mainly use software and platform development, but have yet to build on hardware. How to solve the software and hardware integration will be the key. Now the most popular industry will sooner or later find problems that need to be solved. .

5. Participation in the tender results of the 8-inch factory in Malaysia remains variable

Hon Hai is actively entering the semiconductor field. Although Hon Hai has the highest bid for Malaysia’s wafer foundry Silterra Malaysia Sdn Bhd, it is reported that the Malaysian government tends to sell to local companies to prevent strategic materials from falling into the hands of strangers. .

Recently, the 8-inch wafer casting market has improved, and opponents of Hon Hai’s tenders have also become active. Although 8-inch wafers are not as good as advanced 5nm and 3nm manufacturing processes, they are the key to power supply and micro IC design. At present, it is difficult to know the results of tenders based on factors such as changes in the atmosphere.

6. Main structure of Qingdao Packaging and Testing Plant is finished off to design future industries

Another key Hon Hai Semiconductor project, the Qingdao Packaging and Testing Plant, completed completion of the building’s main structure as scheduled late last year. Liu Yangwei pointed out that 3D packaging and small integrated circuit integration are the trends, which are indispensable for the information and communication industry and car building platforms. All Qingdao packaging and testing plants will be allocated to the future industrial development of Hon Hai design.

7. Hon Hai increased by more than 8% and once again lost 100 yuan in 3 years.

Hon Hai’s share price rose sharply today. After 37 months, it hit the 100 yuan mark again at noon. It closed at 99.9 yuan, with a volume increase of 8.6%. The single-day market value increased by 109.5 billion yuan to 1.38 trillion yuan. Regarding the recent recovery of the share price, Liu Yangwei believes that there are two main aspects. The first is the fundamentals of the company and the other is the confidence of the market in the company. These times have also allowed the market to see Hon Hai’s efforts.




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