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Advantest’s Results and Outlook – FY2016, ending March 2017

 

Highlights:

 

  • Revenue slightly off in FY2016. Strong 4Q.
    • SOC tester sales strong in 1H, Memory in 2H
    • SOC tester market hit by smartphone inventory adjustment in 4Q
    • DRAM and NAND tester demand strong
    • Production capacity strained by strong 2H
    • Mechatronics revenue off 20%
    •  Service revenue flat
    • Heavy 20% drop in photomask inspection equipment demand
    • Impact of strong yen significant
  • Orders up 9% overall, Backlogs +26%
    • Memory orders increased in Korea
    • Automotive increased in Japan and Europe
    • Smart phone related demand increased in Taiwan while lower in US.

 

Prospects for FY 2017:

  • Expect non-memory tester market to decline
    • Demand for smartphones steady
      • But slow start due to smartphone inventory adjustment in China
    • Interest in high-speed wireless networks and the Advanced Driver Assistance System
    • Strong demand for Organic EL panel tester 
  • Memory tester market forecasted to rise 25%
    • Driven by 3D NAND
      • Front-end, Burn-in, and Back-end test demand strong
    • DRAM being driven by server and smartphone
    • Capacity expansion for memory tester
      • Higher speed & larger capacity in DRAM & 3D NAND
  • Mechatronics to recover in step with Memory testers

 

Signs of Change in Test

  • Further Digital Transportation

o   AI, AR, VR,0 IoT, 5G, Hyper-scale data centers, Smart cars, etc.

  • Higher chip speeds and greater complexity & more of the System is on Chip

o   Increasing difficulty in failure detection

o   Need tighter reliability guarantees

  • Driving greater need for test

o   Requiring total test solutions that reduce design and production time

o   New methods

o   More innovation needed

 

Links to more information:

Investor Relations: ADVT

Report File: VCR_ADVTt_170501

 

The contents of this release are approved for use by media for news purposes identifying VLSIresearch as the source. No advertising or promotional use of this release by corporations can be used without VLSIresearch approval. All trademarks, service marks, and logos are the property of VLSI Research Inc or their respective owners.

 

About VLSIresearch

VLSIresearch is an award-winning provider of market research and economic analysis on the technical, business, and economic aspects within semiconductor, nanotechnology, and related industries. VLSIresearch provides intelligence for faster and better decision making in the areas of semiconductors, photovoltaics, LEDs, manufacturing, materials, and critical subsystems.  VLSIresearch was founded in 1976. Learn more at www.vlsiresearch.com.

 

Contact: Risto Puhakka| email: analyst @ vlsiresearch.com | ph:+1.408.453.8844

VLSIresearch | Ph: 408.453.8844 | 2290 North First Street Suite 202 San Jose, CA 95131

 

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