Lu does not protect eight IC design disaster area

The IC design community got rid of the bottom of January's revenue, and the number of working days in February returned to normal. The performance has generally risen by 20%. However, Taiwan stocks are hard to maintain by the economic growth rate of the Chinese mainland8, and industry demand once again fell into doubt. Semiconductor stock index Intraday decline was nearly 1%, IC design stocks became the hardest-hit areas, and more than 10 stocks, such as intraday ELAN (2458), fell below the limit.

Song Han (5471), after revenue declined for 10 consecutive months, self-employed revenue of 207 million yuan in February, more than 20% monthly increase, mainly due to the traditional consumer IC will enter the shipping season since March, after the Lunar New Year, customer orders are obvious Back to the temperature, the legal person estimates that Song Han’s increase in revenue in March is expected to increase again, with the revenue continuing to rise in April.

In the face of the painful period of the old and new product conversion (2363), after the number of working days returned to normal in February, new product promotion such as TV, touch control, and graphics chips gradually gained a small amount, and the battalion recovered more than RMB 10 million. 15.05 million yuan, a monthly increase of 80%.

Eron’s February revenue reached 408 million yuan, a decrease of 21.10% from the previous month and an increase of 30.2% year-on-year. After deducting one-time recognition from Apple’s royalties of 150 million yuan in January, the industry’s revenue still grew 11.17% compared to January.

In addition, Qi Zhicai company Liwang (3529) has already passed the peak of the entitlement account, and in February, the royalty income dropped abruptly to 18.96 million yuan. The single month revenue fell to 35.99 million yuan, and the monthly decrease was 61.99%.

In January, the IC design community declined due to a reduction in the number of days of work, but the performance generally fell to the bottom. However, the monthly revenues of Yonong Electric and Liwang rose higher, and the performance of February was relatively unsatisfactory. In addition, the IC design shares have been at the end of last year. The rate of increase has exceeded 50%, which was dragged down by Taiwan stocks today. The performance table has fallen sharply as expected, including MediaTek (2454) and Anguo (8054). The February revenue is in line with expectations, and the stock price is relatively defensive. .