Wafer foundries announced their Dec18 revenues today on January 9th. Among them, UMC （2303-TW） and VIS （5347-TW） achieved remarkable results in their FY18 revenue, setting new record highs.
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Due to the following: a） the decline of non-Apple smart phone pull-in, b） the depreciation of emerging market currencies, c） unsettled international situation, UMC’ 4Q18 operating performance appeared flat with strong low-season effect. Its Dec18 revenue fell to NTD11.385bn （-1.46% MoM）, setting a one-year low. Its 4Q18 revenue reached NTD35.517bn （-9.8% QoQ）, meeting expectation.
Catalyzed by power IC, VIS’ Dec18 revenue appeared relatively stable and reached NTD2.595 bn （+0.4% MoM）, the third highest in its history. Its 4Q18 revenue was NTD7.7bn （-0.57% QoQ）, meeting the expectation of NTD7.6-8.0bn, and reflecting low-season effect.
Although UMC and VIS'4Q18 revenues declined, semiconductor companies generally performed well in FY18. UMC's FY18 revenue was NTD151.25bn （+1.32% YoY）, setting a new record high. VIS' FY18 revenue reached NTD28.9bn （+16.13% YoY）, setting a new record high as well.
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In 1Q19, due to the sluggish market demand and the US-China trade war, the pull-in from the clients appears conservative. It is estimated that including TSMC （2330-TW）, semiconductor companies may face low-season pressures and the performances of Non-Apple companies may stay flat due to Lunar new year holiday.
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