For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Are you seeing any pickup in EV downstream, particularly in the European market, and what are your expectations for the ATS segment in 2024? A: Jennifer Chien, IR: Our power business has become recurring sales, and due to the EV slowdown this year, we expect the overall ATS segment to remain flat or slightly decline compared to last year.
Q: Regarding the semiconductor and photonics segment, can you provide insights on SLT orders and expectations for asset return bookings this year and next? A: Jennifer Chien, IR: We are dealing with global Tier 1 customers, and the SLT orders are being consumed as expected. We anticipate the second half to be driven by compensation level testers and photonics orders, with potential order increases after shipments start.
Q: How do you see the metrology segment contributing moving forward, especially with the adoption of 3D packaging by smartphone and high-performance compute customers? A: Jennifer Chien, IR: We are progressing well and expect increased metrology tester needs due to future trends in advanced packaging. We foresee meaningful contributions in the coming years.
Q: Can you provide insights into the revenue mix of the metrology business and its significance in 2025 or 2026? A: Jennifer Chien, IR: The metrology business is expected to be meaningful in the coming years, driven by advanced packaging trends and customer projections.
Q: Regarding the EV battery and power testing business, do you anticipate a recovery in ATS in 2025, considering the transition of battery plant building from China to Southeast Asia? A: Jennifer Chien, IR: ATS is a broad growth factor, not solely dependent on EV factors. We expect some meaningful contributions from battery cell projects in Southeast Asia and other automation plans, but overall, ATS will remain stable.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.