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ענקיות האלקטרוניקה באזהרות רווח - ואילו קמטק תצמח ב-20%
מיקוד בנישה הנכונה בשוק השבבים מאפשר ליצרנית מכונות הבדיקה האופטיות לאשרר את תחזית ההכנסות לרבעון הרביעי של 2018 ■ קמטק צופה צמיחה ברבעון הראשון של 2019 - אף שעננה של ירידה בביקוש מעיבה על השוק כולו
יורם גביזון|
nהתראות במייל
17.01.2019 08:13
שמורR
4fשתף בפייסבוק
קמטק
קמטקתומר נויברג / ג'ינ?
בשבועות האחרונים פירסמו שתי ענקיות האלקטרוניקה אפל וסמסונג אזהרות הכנסות ורווח, ואנליסטים צופים ירידה בהכנסות של חברות השבבים ב–2019. על רקע האינדיקציות הגוברות לחולשה בשוק השבבים, הפתיעה חברת קמטק כשאישררה את תחזיתה למכירות של 32.5–33.5 מיליון דולר ברבעון הרביעי של 2018 — צמיחה של 26%–30% בהשוואה לרבעון המקביל ב–2017. קמטק - שמפתחת ומייצרת ציוד בדיקה ומדידה, וכן פתרונות תוכנה לשוק השבבים - אף צפתה צמיחה במכירותיה ברבעון הראשון של 2019 בהשוואה לרבעון הרביעי של 2018. משמעותה של הערכה זו היא צמיחה של 21% ביחס לרבעון המקביל ב–2018. משה אייזנברג, סמנכ"ל הכספים של קמטק, ציין שלחברה יש...
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