Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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<ul><li>India's top player in the industry notes slow passenger EV sales, but sees a boom in commercial EVs.</li><li>Nvidia surpasses revenue estimates with strong data center expansion, leading to mixed analyst reactions.</li><li>China accelerates efforts for chip independence to lessen reliance on US technology in response to potential policies of the new Trump administration.</li></ul>

India's top player in the industry notes slow passenger EV sales, but sees a boom in commercial EVs.Nvidia surpasses revenue estimates with strong data center expansion, leading to mixed analyst reactions.China accelerates efforts for chip independence to lessen reliance on US technology in response to potential policies of the new Trump administration.

Tech Supply Chain Tracker (22-Nov-2024): Commercial EVs thrive despite passenger slowdown.

External broker reports(aggregated public sources), Masterlink Securities Corp

Masterlink Securities

External broker reports(aggregated public sources)

<p>For long-term applications, Phison has expanded from traditional consumer modules to high-margin industrial control, game consoles and large volume of embedded ODM modules. The company is one of the first developers for PCIe Gen4 SSDs, and has received certification for Gen4 SSDs for NBs in 2021. Gen5 SSDs are slated for mass production in 1Q22 to mainly satisfy the demand from high-end gaming applications and entry-level enterprise storage applications. Meanwhile, Gen6 SSDs already entered early-stage R&amp;D. Phison has extended from PCIe Gen5 SSD controller chips to the new product Gen5 Redriver, and conducted testing and introduction of the new product in cooperation with the leading motherboard and server manufacturers. The company plans to tape out the design of Gen5 Retimer in 2Q22. We estimate Phison’s total sales to stand above NT$60bn in 2021 and NT$70bn in 2022. In view of the company’s automotive market expansion plan for 2023, and contributions from data centers and enterprise class SSDs in 2024-2025, Phison has set its long-term sales guidance at NT$100bn, and its EPS is expected to reach NT$70 based on net profit margin of 13-14%.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

For long-term applications, Phison has expanded from traditional consumer modules to high-margin industrial control, game consoles and large volume of embedded ODM modules. The company is one of the first developers for PCIe Gen4 SSDs, and has received certification for Gen4 SSDs for NBs in 2021. Gen5 SSDs are slated for mass production in 1Q22 to mainly satisfy the demand from high-end gaming applications and entry-level enterprise storage applications. Meanwhile, Gen6 SSDs already entered early-stage R&amp;D. Phison has extended from PCIe Gen5 SSD controller chips to the new product Gen5 Redriver, and conducted testing and introduction of the new product in cooperation with the leading motherboard and server manufacturers. The company plans to tape out the design of Gen5 Retimer in 2Q22. We estimate Phison’s total sales to stand above NT$60bn in 2021 and NT$70bn in 2022. In view of the company’s automotive market expansion plan for 2023, and contributions from data centers and enterprise class SSDs in 2024-2025, Phison has set its long-term sales guidance at NT$100bn, and its EPS is expected to reach NT$70 based on net profit margin of 13-14%.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Phison (8299 TT) Switched to App & Technology Oriented NAND Solutions

Taiwan

Phison Electronics Corp. manufactures and markets USB (Universal Serial Bus) flash pen drives, card readers, adapters, flash memory controllers, and integrated circuits (ICs).

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Phison Electronics (8299 TT)

Tech Supply Chain Tracker (22-Nov-2024): Commercial EVs thrive despite passenger slowdown.

Passenger EV sales lag behind, but commercial EVs thrive; Nvidia surpasses revenue estimates, sparking analyst reactions; China accelerates chip...

Tech Supply Chain Tracker

Phison (8299 TT) Switched to App & Technology Oriented NAND Solutions

For long-term applications, Phison has expanded from traditional consumer modules to high-margin industrial control, game consoles and large volume...

Masterlink Securities

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